Great New CMS and Project Manager Software

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.

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.

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

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