Flowlu Software

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FrontRunners 2021

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About Flowlu

Flowlu is a cloud-based customer relationship management (CRM) solution designed for businesses of all sizes across various industries. The solution enables teams to manage processes from lead generation to sales. Flowlu offers various features including lead management, contact management, sales pipeline management and invoicing. Flowlu lets users track tasks to be done, log meetings notes and log phone call notes. Users can delegate tasks to other team members as well. Sales funnels can be viewed using reporting with each stage of the sales process highlighted with a different color. Users can create personalized invoices using client data from Flowlu. Flowlu integrates with apps such as Google Drive and Zendesk. Also, the solution integrates with payment so...

Flowlu Pricing

All the prices are per team.

Starting price: 

$29.00 per month

Free trial: 

Available

Free version: 

Available

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Flowlu User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

4.5

Value for money

5

Customer support

5

Functionality

4.5

Showing 1 - 5 of 264 reviews

User Profile

Avi

Verified reviewer

Company size: 2-10 employees

Industry: Retail

Time used: Less than 6 months

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

December 2021

Great New CMS and Project Manager Software

Jesus

Verified reviewer

Company size: 2-10 employees

Industry: Legal Services

Time used: Less than 6 months

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

May 2021

You won't Regret Getting Flowlu.

Workflow automatization!

Pros

Thank you, Flowlu. I found Flowlu at the perfect time. At the moment, I'm a little over 1 year into my law practice. Previously, using an excel sheet like plugin (Streak) for gmail did the job. The plugin was free, and I only had a few clients, so I could manage. However, at this point in time, I am hiring my wife, and a few other employees (thank God). The excel sheet like program had an option to upgrade and allow teams, but it was expensive! I was skeptical that Flowlu would be good, especially for the price. I watched a view Youtube videos, and after seeing the option to sync Google calendar, decided to purchase. I am so happy with my decision because this program is amazing. After sharing the program with my colleagues, they informed their program allowed for streamlined workflows. I was eager to search and happily found Flowlu has this very function! I really enjoy that I can create contacts, and within each contact, new projects for each client AND tasks for that project. This is amazing! Flowlu has greatly improved my team working capabilities, and helped me in my case work.

Cons

The only con I can think of, is that the contact description does not allow for users to change the title of description/boxes. However, you can create custom boxes and input that information there. So really, the con isn't even one.

Reasons for choosing Flowlu

Clickup had an excel sheet type of CRM. I like that Flowlu was more aesthetically pleasing.

Reasons for switching to Flowlu

Streak was starting to outlive it's usefulness.

Theo

Verified reviewer

Company size: 2-10 employees

Industry: Management Consulting

Time used: Less than 6 months

Review Source: Capterra

This review was submitted organically. No incentive was offered
3

Ease-of-use

out of 5
5

Value for money

out of 5
4

Customer support

out of 5
5

Functionality

out of 5

June 2021

A decent option for agile all-in-one project management.

We run several projects for multiple clients in different industries (LMS set-ups, business strategy direction, events management etc.), and thus have processes that don't always translate between these customers. Flowlu has been a boon by providing a single point of reference for all the projects and timelines, where we can store, invoice and manage all the projects.

Pros

There are lots of functions that speak to product and project development, The onboarding module is excellent (and provides a great experience while helping to figure out the relevant settings), Calendar sharing is great (if you use Google Calendar), The e-mail linking is helpful (especially for CRM and invoicing). Kanban overview and functions are a gem.

Cons

There are a few unintuitive processes, such as timeline management, workspaces aren't immediately obvious (remember, projects go in workspaces). Free account is actually only a 2 week trial (not obvious during signup). Calendar only integrates with Google Calendar. Only 1 user can be assigned to a specific task. No guest additions with limited visibility to CRM.

Reasons for choosing Flowlu

Better UI, faster reaction by support, better documentation and onboarding experience.

Reasons for switching to Flowlu

Clickup (which we absolutely loved) is only project management, and we needed to manage the full business including CRM, Invoicing etc.

User Profile

Daniel

Verified reviewer

Company size: 11-50 employees

Industry: Electrical/Electronic Manufacturing

Time used: Less than 6 months

Review Source: Capterra

This review was submitted organically. No incentive was offered
4

Ease-of-use

out of 5
4

Value for money

out of 5
3

Customer support

out of 5
4

Functionality

out of 5

May 2021

un ust en progression

le fait qu'il ne soit pour le moment que en anglais

Pros

sa simplicité et il est très intuitif a recommande

Cons

le fait que pour le moment il ne soit pas en version multi langues et un moins

Vinodh

Company size: 11-50 employees

Industry: Accounting

Time used: Less than 6 months

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
3

Functionality

out of 5

September 2021

Flowlu - a strong contender for the Top Ranking CRM

We, a CPA firm, were looking for a CRM for quite long. We compared multiple CRMs along with Flowlu. Flowlu surprised us with features that we were looking for at an attractive price. There are multiple factors that led us to choose Flowlu: Flowlu is one of the CRMs where we can integrate with multiple inboxes. As an Accounting Firm, we have recurring tasks. We tested the CRMs task and project workflows. Flowlu allowed us to create tasks where we can automate the task naming by just creating a task rule in the worfkows. This will help us identify the numerous similar tasks. Workspaces are now a must for any CRM. Flowlu has it. The missing features that are a must - a client portal, contract signing and telephony integration. Multi-currency billing is also required with borderless business becoming the norm. Having said this, the road map looks promising. If the features in the roadmap are implemented, Flowlu can be a strong contender for the Top ranking CRM out there in the market!

Pros

Flowlu has a strong Automation engine which automates most of the functionality. We're yet to fully to explore the automation feature. In app chat is quite advanced and helps our team to communicate easily and quickly

Cons

Workspaces have to be feature rich. More functionalities have to be introduced in workspaces. Client Portal is missing! But, it is in the works! Project Workflows and recurring tasks - ability to assign a single recurring tasks template to multiple projects and bringing it to workflows is missing. It will help accounting firms to automate their repetitive monthly tasks spread across multiple projects and multiple clients

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