Best SuiteDash Alternative for Client Portal and Business Management
Flowlu, like SuiteDash, can replace hundreds of applications, and help your team save money on numerous subscriptions. You can white-label your account with Flowlu and use it to manage your sales pipelines, track time spent on tasks, collaborate with your team in chat, onboard your staff, exchange files, schedule events, bill your clients and give them external access. Plus, Flowlu comes with a knowledge base, mind maps, customizable record lists, accounting capabilities, advanced automation, workflows and even more.
With Flowlu, you can build a secure digital hub for your client collaboration and relevant information exchange. Chat with your clients in real time, allocate tasks, demonstrate project progress, share company FAQ’s and guidelines, bill your customers and let them pay online from a portal’s interface. Configure flexible permissions and customize how your portal looks by adding a logo, brand colors and banner.
Just hit create a new task, type up the details, and assign it to individual team members. There are no long processing times or complicated forms. You can quickly communicate to your team members what needs to get done.
Eliminate routine and time-consuming, repetitive tasks with Flowlu automation. Create automation rules, select conditions and enjoy the seamless work. Focus on more important activities like devising a business strategy or acquiring more customers. Increase your team’s efficiency and avoid human errors.
Time tracking lets you see how long you and your team members have worked on each project. Make sure your employees are charging you the right amount. Give your customers an accurate invoice including time spent on their project.
Use our built in instant messenger to communicate with your team. With a few clicks you can always be sure they got your messages. Instantly share opinions and thoughts, send documents, pictures or any other relevant information in real time. Stop having to communicate with different tools and wonder if they checked their Skype or Email.
Flowlu’s Agile boards lets you visualize your workflow stages by columns. Always be able to see your work and know what stage everything is in. See what hasn’t been started, what is in progress, and what’s been finished and delivered.
Documents sharing makes each job easier for your team. Instead of worrying about uploading the file to different places, just put it right next to the project. Your team will see the assignment, and know the files are right there for them to access.
Instantly create similar projects with a predefined pattern of steps and activities using project workflows. Set up stages, milestones, and tasks to avoid creating the repeatable, similar processes from scratch. Concentrate on the outcomes and streamline day-to-day operations.
Generate custom lists with your own fields to handle any sort of information — contracts, passwords, equipment, etc. Utilize custom fields to log and manage vital data and quickly find the right information using filters and sorting.
Use our lead and contact management to keep detailed information on every possible customer. Know how far along in the sales process they are and who needs to be followed up on. Keep your customers happy and never forget to try a lead.
Use Flowlu to create a company knowledge base with all your important data. Input everything from financial information, to notes on clients and what leads still need to be followed up on. Have everything available from the same cloud based interface 24/7.
Use mind maps to brainstorm before every project. Communicate with your team to come up with an effective battle plan to tackle issues, and deliver to your users quickly. List good ideas, possible problems, and what to work on first.
Flowlu invoicing software lets you create and send professional invoices to your clients directly from your account. Recurring invoices, online payments, templates, tax calculations and more — Flowlu gives you all the tools to automate invoice generation and save time.
