Flowlu

Vorteile

Ich war auf der Suche nach einem Tool, um Angebote zu erstellen, Rechnungen zu schreiben und Arbeitsstunden für meinen Nebenjob als Webdesigner und lokaler Marketingberater zu erfassen und zu dokumentieren. Bevor ich mich für Flowlu entschieden habe, habe ich Agiled und monday.com getestet und bin zu dem Schluss gekommen, dass Flowlu meine Bedürfnisse am besten abdeckt. Außerdem habe ich die praktische Knowledge Base für mich entdeckt, die die meinen Kunden hilft, erste Fragen auf häufige Antworten zu finden.

Nachteile

Das User Interface ist zwar übersichtlich, aber ich würde mir wünschen, man könnte es auf Deutsch umstellen. Das gilt auch für die Knowledge Base und andere Tools, die nur auf Englisch sind.

In Betracht gezogene Alternativen

monday.com

Vorteile

I like the diversity of modules they offer. I like how easy it is to set up the dashboard exactly as you want it whether it's on desktop or the mobile application. I like how easy it is to set up invoices and get quotes to clients. I like the email tracking features. Their customer support is pretty good as well.

Nachteile

I don't like the lack of project budgeting features and not being able to track time against a set hourly budget/total cost. I don't like that there's no easy way to see a sum of your time spent on a specific date on a specific client, especially when its dispersed through different tasks. I don't like that I can't customize the calendar modules and task modules to make them make more sense for my flow.

Vorteile

The most obvious pro is having your CRM, Estimates, Invoices and Projects on single platform. But you also have:
A client portal: where clients can see their documents, projects, tasks and interact with your team. External users, i.e. for external freelancers that do not need to really have access to your data (they do not count as user seats against your license) and a very useful Mobile App, pivotal especially if your sales are on the go.
Last

Nachteile

Support could get better: they do reply to your enquiries but sometimes it can take more than a week. It is totally understandable that a start up like FLowlu might have a limited team, especially considering their fast roadmap to deliver new features. However they could get better with support, especially considering:

Naming consistency:
Probably due to translation from the team's native language, some labels in the interface are often a bit obscure, especially in the settings. I.e. same features/options called with slightly different names or different ones with same names.

Documentation:
Flowlu has an extensive documentation but due to the HUGE number of feature it offers, and the pace at which the product is progressing, sometimes the knowledge base article are lacunose, or simply outdated.

Last but not least: lead magnets/webforms.
One easy win for them would be upgrading their in-built web forms.
At the moment you only have a few options, and you need to take the forms as they are and just embed them as they are. You can't change the fields, not even the label (i.e. if you need them in another language)
I really hope they could come up with their own form builders or at least integrate with some major CMS, like WP, Elementor etc.

In our case we went around this through Make.io

Vorteile

I like that it is an all-in-one package that covers your CRM, projects, tasks, workspaces (I use for departments), finances, knowledge base, etc.. Previously I would use a dedicated PM system and wish I had more insight into my business.

Nachteile

Some of the UI feels outdated. I feel like it can be improved. I also found some bulk edit capabilities missing, which does become a pain when I have to manually edit a bunch of tasks.

In Betracht gezogene Alternativen

Notion

Warum Flowlu gewählt wurde

ClickUp requires you the user to build the system whereas Flowlu already has the system perfectly built out for you. I can hit the ground running with Flowlu and have projects/tasks ready in minutes. With ClickUp, I spend more time thinking about the best way to set up my structure than the actual projects/tasks at hand.

Zuvor genutzte Software

ClickUp

Gründe für den Wechsel zu Flowlu

Same situation, requires you to build the entire system.

Vorteile

I jumped on Flowlu, not because it did a lot of different things, but because it did one thing in particular very well. I needed to stop waffling on choosing a provider for knowledge bases. Flowlu is my go-to for this. It's so flexible, both in publishing my info as well as who I make that info available to.

Nachteile

There are a lot of features. I plan to dive in and tackle more of the learning curve in the future and unlock even more value with the platform, and start using features like the CRM and the task management.

Vorteile

The ability to add leads, follow-up and convert the deal into a project.

There's also a finance module, which we haven't really explored at the moment, but looks solid.

Nachteile

In the beginning, it's a process of trial and error to get things running.

Vorteile

A nice and promising all-in-one solution. I have tried various alternatives, but they are quite pricey when it comes to managing a team of 5 -10 people. With Flowlu you can actually do quite a lot on the free plan, which I did, and then switch to the paid plan, while the price is quite attractive. The roadmap looks solid and promising and the team behind Flowlu regularly rolls out new features. What I really like about the Flowlu team is that they hear and listen to their customer and take down the important feedback and improve bugs and add new functions as per user request. The support team is also quick and helpful. I was surprised to find a mindmap solution in it too. I have not tried all features yet, but what I have used so far is enough for my use case (digital marketing).

Nachteile

What I still don’t like about Flowlu is that they provide so many customization features that it is sometimes hard to follow and understand what and how should be ticked or unticked to use. It would be nice to have templates suitable for most industries (marketing, IT, Real Estate, etc.) so one could just choose the template and customize it to their needs. Another vital feature that I find unacceptable is that my assigned admins can see the CRM contacts, financial data and other data related to all organizations managed in Flowlu. Other PM tools allow complete isolations. I would really love to see each of my companies connected to Flowlu isolated completely, as it is a matter of security. Additionally, it would be great to have email sync reduced to 1 minute for all plans not just for the highest plan. Another important feature that still misses is the webforms that we can embed into websites. It would be nice to have a webform that is customizable taking into account various use cases. The client portal is also not there yet, but the team promised to add it soon. Subtasks are implemented in a strange manner and not tied to the main task, which should be changed.

In Betracht gezogene Alternativen

Bitrix24 und Asana

Warum Flowlu gewählt wurde

Having tried various solutions, I decided to give Flowlu a chance and switch from two other PM tools I had been using. Even though I don’t have a need to manage hundreds of people, it is still important to stay on one tab and not to switch between different solutions as Flowlu has many features under one roof. So far, Flowlu is a multi-purpose tool and I can replace various small services I had been using previously.

Zuvor genutzte Software

Bitrix24 und Asana

Vorteile

> Super featured CRM. You won't really find this good CRM in all-in-one software.
> Amazing automation features to make your life easier.
> Kanban boards and project management better and more robust than Trello.
> Time tracking.
> Knowledge base.
> Team management and Chat (This was missing in bloo).
> Plethora of features to customise as per your company's unique requirements.
> Good future vision.

Nachteile

It's already a great software that is far better than most.
> In order to compete with Zoho One, Zoho Workplace & Bitrix24, they have to add quite a few major feature release.
> Feature that are missing: Website development, Email Marketing, Full featured HR management and hiring processes, Full business email suite like Zoho Email & Gsuite.

But again this is my list of desires in order to get away from bigger project management and business management companies.

Overall I love Flowlu and its a steal deal. Do not miss out on this if you need any project/team management software for your company. Buy confidently.

Vorteile

Flowlu is a very comprehensive app. It has all the features you need to run you're business smoothly. I love that fact that they all work so smoothly together. And it has the flexibility to adapt to your needs (which is a must in today's ever shifting business landscape).

Nachteile

Because it's so comprehensive it can take a little time to learn how to use it properly, but they do have good guides to help you get up to speed.

Vorteile

Flowlu is meant to be the one-stop shop for agencies looking for a project management system, CRM, invoicing, knowledge base, and more.

I just use the platform for project management, and it offers a lot of flexibility in managing any sort of client tasks. You have the ability to set up Workspaces which house various Projects that have various tasks. This offers a lot of flexibility when setting up various clients and projects for those different clients.

Their ability to give different levels of permissions to different people (either individually or as a group) allows management of employees or freelancers very easily.

Lastly, they have the ability to set up task templates and workflows that make assigning similar tasks ease, saving tons of time.

Nachteile

Flowlu offers a lot, more than what I need. Some features like email alerts that you could respond to via email to add comments to tasks are not available. Additionally, while they do have a mobile app, they don't have a mobile version of their website. While the pros definitely outweigh these cons, just know that they are still working on features like this.

Vorteile

I like the ability to add very specific details about my clients in the CRM. I can easily manage my clients based on these details, and it makes it easy to find which leads or clients I need to follow up with.

Nachteile

Sometimes the UI can be confusing. I've had times where things won't change or save because I'm not clicking in the right spot. One of my biggest compaints is that I used to have the ability to customize Flowlu much more when it came to the look (like custom colours in the pipeline/kanban boards), but inexplicably Flowlu has removed this ability.

Vorteile

It’s really easy to use and implement, specifically because there is a “starter guide” that teaches you all the important things that you can do with Flowlu. It’s a complete tool for CRM and project management with the possibility of viewing the progress of each project and/or of each tasks. You can also track the time you work on a task and based on that you can create invoices directly from Flowlu.

Nachteile

Client support is a little bit slow in responding to bugs and problems

Vorteile

I am quite new to Project Management software. This is my second PM purchase.

With Flowlu, so many things came together.
First, CRM & Project connected in a tool has been a blessing for us. Every month we have to send clients a report about what are all the things that we have done for them.
With Flowlu, it's taking less than a minute to copy all the things & add to the report. But the best part is that now we have become aware about how many additional things we are doing for our clients in addition to the regular work.

Second, of course various features of PM. We are still learning these but we are using these features at the same time.

Thirdly, I personally love the Finance tools. I am not using it for sending invoices yet. But simply seeing how much is the entire amount you are about to receive in a month is simply fascinating. Also, Finance tools are helping me in keeping my expenses under control. The reports are sufficient for me as of now.

Nachteile

What I would love to have in Flowlu -
First, for newbies like me, I think basic tutorials are needed. By newbies, I mean new to Project Management software. I personally am not very familiar with most of the terms that are used in current documents & tutorials.
This may not needed for sumolings with experience in PM tools, but for me it would add huge value.
Especially pointing out how all the tools interact with each other.

Second, the storage space. Initially I thought 100 GB are enough for me. But now I feel in just few months, my team is going to consume all of that.
I am not sure if by archiving or deleting projects, the space can be freed. If yes, then that may be helpful.

Thirdly, email connections per user. When first I connected my first email in Flowlu, that time I realized how much this feature I am going to love.
On any given day, I have to check 5 -6 of my main emails in various firms.
So I wish if I could connect all of them in my account in Flowlu, that would be great. Frankly if some of users emails can be reduced to Zero, if I can add those to my account.

Vorteile

My headline says it all.

Flowlu truly is not JUST a CRM.

It's actually a holistic "all-around" business management SaaS.

So it has CRM functionalities, but that's not all.

Which is exactly why I got it!

From the first moment on when I logged in, I saw the UI which is SUPER clean! Now that's what I talking about!

But the actual big thing here is the vision this team has for Flowlu.

From what I can tell... from what I've seen and experienced so far...

This tool is quite unique.

They actually aim to create a COMPLETE SaaS tool that is not just CRM, ERP, or any one individual "corner" of the business SaaS landscape.

Flowlu actually already has all of the core functionalities that you'd be looking for in any CRM, but in addition to that, it has time tracking, invoicing, etc.

And all these together help you build a solid business on top of one SaaS that is going to swallow many competitors in the years to come.

...And one thing that was actually quite amazing!

At first when I read the comments here and saw people praising their customer support... I didn't really believe all of them.

But now that I've had some personal experience with Flowlu and the team, I can't but hit you with 5 tacos! You even responded to my "not so urgent" support ticket on Saturday, which I truly didn't expect :)

The support team is very kind and knowledgeable, they give you short and precise answers with clear instructions.

Now, what else could I wish for?

Well, not a thing!

Nachteile

Now, this is a tough one.

No joke.

As there is hardly anything I "dislike", which is super rare in SaaS tools.

Though if I had to mention one thing...

It would be the MAS functionalities.

...But then again, I didn't get Flowlu to do marketing automations.

But I wouldn't be surprised if they went ahead and implemented these functionalities into the tool in the years to come, as it would be very much in line with their vision for Flowlu.

So yes, I guess I could mention the MAS side as a "con", but they don't even claim to offer that so really I can't complain :D

In Betracht gezogene Alternativen

HubSpot CRM

Gründe für den Wechsel zu Flowlu

I chose Flowlu for its "completeness" in the vision and problems they are trying to solve. Flowlu isn't "just a CRM" or "just an ERP"... It's one holistic ecosystem in one package.

Vorteile

I love having the ability to get a full snapshot of my business from within a single app. I used to bounce around a CRM, PM, and accounting app which was a bit of a pain. This required Zapier automation in order to move data from one app to another. Now I can just use Flowlu's built-in automation sequences to seamlessly move clients from CRM to projects.

I also love the Project Workflows option. This allows me to templatize my projects in an easy to view way that I've never seen in other PM tools.

Nachteile

Not really a dislike, just waiting on more features like the client portal. [SENSITIVE CONTENT HIDDEN] and his team work hard and deliver pretty fast so I'm not too worried about it. Everything that we ask has either been implemented or put on the to-do list.

Vorteile

It's scalability, it genuinely has everything you need from a CRM in one place and has scope to build out multiple departments at the enterprise level. In my honest opinion it's the Daddy of CRM for SMB's. The development team are open to new ideas and are driven by popular feature requests from existing users. It really is the most holistic solution I've ever seen in the SMB space to date.

Nachteile

I genuinely can't fault FlowLu, I'm racking my brain to think what it doesn't do very well but I'm stuck because every you want from a CRM is built in with native integrations to the big platforms (Google/Microsoft etc) Ah-ha, I've thought of one, it does have a Mega-Inbox function which makes a lot of sense for an All In One platform but it would appear that you can only collect & send mail from 3 Gmail/Outlook/IMAP accounts per user, if it supported more or unlimited accounts that would be perfect.

Vorteile

I fell in love with Flowlu in 2021 right from the very first instance. It's a seamless experience, extremely easy to navigate and the host of features is incredible. Being able to have 3 inboxes per user is a god send, the time tracker and knowledge base have been incredibly handy too

Nachteile

The lack of email automations! If that was brought into play it would be the most essential piece of software in my stack

Vorteile

I like that this software does it all. After reviewing and trying several other programs, Flowlu was the answer because my entire business can exist in one software and has room for us to grow.

Nachteile

The setup was a bit cumbersome and took a bit longer than expected. Tech support is really the biggest downfall of Flowlu. There's no real time chat feature and I am left waiting for almost 24 hours to get responses through the system... and that's hoping that the question is asked in such a way that I get the right response I need.

Vorteile

Seamless invoice integration, impeccable and intuitive design, possibility to monitor and efficiently manage all tasks and projects in one comprehensive interface - you get all of that and so much more with Flowlu.
An extensive Knowledge Base allows finding a detailed answer to any issue you may experience, along with a clear chain of actions that need to be performed to resolve it.
Adding new features, integrating your email and contact base has never been easier.
Reports feature helps you monitor the effectiveness of each department and person’s work, making necessary changes and balancing the workload evenly to avoid overload

Nachteile

None I could think of. The abundance of features can be overwhelming at first, but once you learn the ins and outs using the Knowledge Base, they all start to make sense.

Vorteile

First off, I couldn't believe this app actually existed. For years I have cobbled together multiple applications to run my business. invoicing, CRM, project management, Communications, Etc. I've been doing this so long, that I just thought “this is just the way it is…”.

At one time I was contemplating just hiring a team to create it for me. They quoted me about $90,000, so that didn't happen lol.

Then I found Flowlu

It's not enough to Simply say that flolo is a great all in one application, the thing that differentiates them from everyone else is that they do a lot of things VERY WELL.

I’ve bought other all-in-one programs in the past and they would typically have one function that shines and everything else is mediocre at best.

Flowlu has replaced 5 applications and has made life for (and 350 of my employees) better.

Customer service is incredible. I sent over 21 questions and they answered them all. Either with product updates or pointing me in the right direction. [SENSITIVE CONTENT HIDDEN] actually fixed some things right there on the spot. Can’t ask for more than that

Nachteile

I can't think of any right now. Flowlu does everything I need

Vorteile

It really does everything very, very well. They're improving all the time and really listen to their users. I found the interface to be super intuitive and clear.The project workflows are amazing! Task management also. I love all the feature really.

Nachteile

Gantt charts are hard to use but an improvement is in the pipeline

In Betracht gezogene Alternativen

Trello, monday.com, ClickUp, Wrike und Asana

Gründe für den Wechsel zu Flowlu

Ease of use. Price. Amount of features

Vorteile

The UI has a modern look and feel. It's easy to navigate different areas, mainly using a menu on a left bar area with sub-menus fold and unfold when clicked.

Support is super fast with in-app chat & email options: their knowledge base and help articles are beneficial. The best parts of Flowlu are its Kanban, Gantt Charts, and project and task workflow automation.

Nachteile

There is nothing that I dislike, but I would caution people that it can be overwhelming as it has a ton of features. So, one should take one step at a time when setting it all up for their business rather than trying to do everything very quickly. Leave the features and options that you don't need, at least when you start using Flowlu for the first time.

In Betracht gezogene Alternativen

ClickUp

Gründe für den Wechsel zu Flowlu

Clickup seems to be a bit complex for clients to work within whereas Flowlu is seems to be easier for most clients to follow and get things done quickly.

Vorteile

Even though I'm at the stages of exploring and using Flowlu, it's 100% intuitive enough that I can browse and figure stuff out on my own. Same can not be said for CRMs I've used in the past.

Even though we shouldn't buy into roadmaps, if they deliver on half the things on the list, I'll be happy. Xero being #1 on my list.

I absolutely love having unlimited workspaces and users (high tier plans)! As with most entrepreneurs having multiple businesses on the go, it's awesome that Flowlu can grow as each aspect of our business grows.

Knowledge management section is great as an MVP and I can't wait to see how this module evolves alongside the Mind mapping section. I would love to see processing mapping capabilities with swim lanes and all (BPMN 2.0 style) in the knowledge management section; though this is probably going outside their scope.

I have compared Flowlu to a few other CRMs in a blog post which can be found below.

[SENSITIVE CONTENT HIDDEN]

It's definitely worth the investment!

Nachteile

Very minor point but I do believe the UI can be improved. Functionality wise, it's perfect but having worked with many talented UI designers, I know this SaaS can be improved further and go froom good to great.

Vorteile

Flowlu does so much on the one platform thus centralising everything essential for running a business.

Nachteile

No Cons or problems have been encountered, as yet.

Vorteile

FlowLu is easy to grasp out of the gate. The UI/UX is way better than anything else I've tried...to include Plutio. What I like most is everything! FlwoLu has really thought things through and is looking even brighter for the future! Just take a look at their roadmap and you'll be nothing but impressed.

They have a free trial period. I highly recommend you check it out, even if it's for their trial period, and see for yourself.

Nachteile

FlowLu currently uses kanban process type charts. That's fine and maybe I'm old school, but I love BeesBusy style and functionality of a gantt swim lane style for project management. I hope FlowLu considers adding a superior gantt style project management swim lane.

Vorteile

I love that Flowlu has the ability to import Mind Maps from Xmind. I'm a mind mapper and I've finally found a tool that I can share my mind maps within a project management/CRM system instead of sending them a static PDF. Brilliant!

Nachteile

As a new user, I'm sure I will find something that will annoy me but for now, everything is working great. Flowlu is actually fun to use. I did contact chat support when building my template invoice. I found there were too many options and fields to fill out when all I wanted was a simple invoice. Support was quick to help me solve the issues.

In Betracht gezogene Alternativen

monday.com

Warum Flowlu gewählt wurde

ClickUp's font is too small and the interface is way too complex to navigate. I've used most of the top names, Monday.com, Asana, and Trello. The last thing I wanted was another piece of software to transfer all my tasks into, but I like Flowlu.

Gründe für den Wechsel zu Flowlu

To be honest I chose a lifetime deal because I don't like monthly subscriptions

Vorteile

Flowlu has a number of comprehensive features. I have touched on all of them. The UI is good and modern. Having a Agile project module helps scrum team to better manage their project. I have recently took up lessons on Scrum and can see how Flowlu follows the scrum method in this. It also uses Kanban board which I am used to from Trello. Using these methods helps in bringing my team agile.

Nachteile

Mobile app can be further improved. It is lacking some features like time tracking. On the first look, you can be confused by the number of features. Good thing is it can be turned off.

Vorteile

- Gran cantidad de aplicaciones. Lo que nos permite organizar la gran mayoría de nuestras tareas de finanzas, proyectos, comunicacion, etc, en una sola herramienta.

- En general el sistema responde rápido a la interacción.

- El nivel de personalización que nos han permitido, como el logo. Incluso, permiten la configuracion de CNAME.

- Excelente Roadmap, que nos prometen añadir más idiomas, algo que para los que hablamos español agradeceríamos bastante.

- El chat por proyecto y directo para miembros del equipo

- El grafico de Gantt, que es una herramienta que siempre me ha encantado y es bueno verla aqui.

Nachteile

- Hasta donde lo he revisado no he encontrado una opción para volver los proyectos públicos, por lo que me supongo que no tiene esa opción. Pues otras herramientas sí nos permiten tenerlo publico como también anclar los poryectos dentro de una web.

- La falta de un editor nativo para Word y/o Excel. El cual hemos visto he otras herramientas. Lamentablemente creo que este tipo de integracion es muy compleja, así que no esperaría verla pronto.

- Tiene una herramienta para tomar notas, pero preferiría una aplicación individual (como el resto) donde pueda almacenar todas mis notas (muy al estilo de Google Keep)

In Betracht gezogene Alternativen

Odoo und Ora

Warum Flowlu gewählt wurde

La cantidad de aplicaciones que lo convierten en un todo en uno.

Zuvor genutzte Software

Odoo und Ora

Vorteile

The customization capabilities of the tool for any business are absolutely amazing! Automation and workflows allow you to accurately set up ways to complete tasks and projects and all this in cooperation with CRM, which is great.

API and webkooks allow integration with any tools on the planet :) I'm using Ssyncspider and I'm starting connection tests with my other applications. Great integration with corporate email and Gmail.

Additional features such as invoicing, record lists, mind map or knowledge base, and great reports create a complete tool for managing a company.

Whitelabel and connecting to your own domain is synonymous with professionalism for every client!

Flowlu is a great alternative to many too expensive tools and offers more functionality in one tool.

Nachteile

It lacks customer support function but is on a roadmap. Now you can set up clients as users.

Vorteile

- Easy to Use
- Full documentation, fantastic on boarding process and knowledge base to get you going right away, well not right away since there are so many features and sections. (I'd say that is a good thing)
- Email integration and automations
- Customizable for your business needs.

Nachteile

None that I could think of at the moment.

Vorteile

First of all I was impressed by the transparent positive communication of the support, when confronted with critics. This is an all in one CRM / Task Management tool with an intuitive UX. The system of adding only the Features you need by installing as separated modules makes it easy to learn without being overwhelmed by the lots of features. There are always pros and cons about which tool has the stronger standard features but Flowlu offers all the extras we need in a way that makes us easy going:
+ invoicing
+ email synchronisation
+ google calendar synchronisation
+ custom domain to integrate it fully into our company toolbox

Nachteile

• subtasks not nested they are all on same level
• not fully translated to German but it is obviously on its way
• creating tasks directly from mindmaps would be a killer feature
• could offer more storage space to their plans

In Betracht gezogene Alternativen

ClickUp

Warum Flowlu gewählt wurde

Flowlu is the more mature product, less buggy, more elaborated and a team I am trusting on the long run

Zuvor genutzte Software

Swell

Gründe für den Wechsel zu Flowlu

We are still working parallel with ClickUp but we may switch fully to Flowlu for being more focused on our needs.

Vorteile

I have about 5-weeks of experience with Flowlu. I'm convinced that this combination of CRM + Project Management + KnowledgeBase + Expense Tracking is a game-changer for my business more than ever. Flowlu provides the core operational infrastructure that we need to keep our growing portfolio of projects and client relationships on track.

Nachteile

The existing API functionality provides access to much of the data on the platform and is suitable for many use cases. I would like to take it to the next level with greater control and logic over how outbound webhooks trigger.

Vorteile

Many management functions all in one easy to use tool

Nachteile

It doesn't have full accounting ability and csv transactions input. Doesn't have a desktop version.

Vorteile

In Flowlu, you get to organize tasks, send invoices, track time, manage projects, keeps tabs on your customers with the CRM and more... Really, it's Jam Packed!
Plus, you'll get to:
*Integrate with all the tools you already use!
*Keeps tabs on the go with the super user friendly mobile app
As an added bonus it's so affordable you can add enough users without breaking the bank (like the billion dollar companies charge) which is perfect for most small businesses and remote teams. Don't we all want to everyone on our team to sync their tasks and calendar so your biz is on the same page. Fellow self employed, solopreneurs, and SMBS, give yourself peace of mind to manage sales, invoices, communication, and processes.

Nachteile

Setting up took longer than I expected, but I should have used the knowledge base more.

Vorteile

What made me buy Flowflu was project workflows and their built-in automations. Together, these enabled me to create project templates, tasks and even emails which would work in sequence without me having to remember to manually trigger them.

Nachteile

It's a shame that products can't be integrated with CRM opportunities as, for me, it's a critical component of why and how a prospect is interested in our business.

Vorteile

The Flowlu app is well thought out solution for small business project management. Tieing in the key features for planning, billing, and implementing stops the jigsaw puzzle of apps we've been using previously. Added bonus was the mindmap app.

Nachteile

We haven't found any negatives in our use so far.

Vorteile

Ease of use
Love the software interface
Powerful automation modules
Reliable company

Nachteile

I can't really see any. This Flowlu is well built. This is the perfect solution for thousands of entrepreneurs out there.

In Betracht gezogene Alternativen

ActiveCollab

Gründe für den Wechsel zu Flowlu

More features and value. Just a way better solution overall for what I was looking g for!

Vorteile

Let me just start by saying that I NEVER leave reviews (or barely), but I have to leave one here. Flowlu is a must buy. I fully-stacked it and I'm still coming out on top. I've bought several CRM's and nothing compares, this one is THE one. It's not perfect and has plenty of room for improvement, but I'm so impressed.

Features I'd love to see added:
- Client Portal, where clients can add projects to their workspace and that's it, currently they can see some internals of your business, hence why I've delayed giving access to my clients
- A better time tracking tool, I think it'd be great for the timer to automatically start when they move from 'to-do' to 'in progress' and then stop when they move it to 'done'.
- Better white-labelling, allowing you to place it on your subdomain etc.
- Changing colour scheme to your brands colours
- Bank integration, grabbing your expenses and payments automatically to fully use the Finance section

It's still an amazing CRM and you'll be kicking yourself if you miss this.

Nachteile

I don't like how there's not a Client Portal, however it's on the roadmap. Their financing features could be a little more robust too.

Vorteile

Flowlu has a solid set of features that are ready for everyday use in a small to medium-sized business. It combines real-world functionality with a decent UI. It is stable and everything works smoothly. Additionally, the platform is well documented and I was able to integrate everything I needed without any issues.

Nachteile

There is virtually nothing that I didn't like about Flowlu. One thing that I feel missing is is a little bit of email marketing automation or direct integrations with other email marketing tools.

Vorteile

It's fast unlike other software I've used. Has all the features needed to use for my company. And unified all our departments and work on to one simple software.

Nachteile

It would be good to have an LMS or step completion for the Knowledge Base to onboard staff. But we can still use it. It's just a nice to have feature more then essential.

Vorteile

I love that this software is seamless. I previously used Bitrix24 and found it very clunky. Flowlu has some of Bitrix' best features minus the glitches and overall confusing aspects of Bitrix24.

Nachteile

The only "con" I have noticed is that it's a newer software. However, I barely consider that a "con" because their roadmap is impressive!

Vorteile

I really love the fact that my work emails are connected to the portal, so everything is accessible in one place. And everything is connected, so when a lead comes in, and converts to a sale - all the details through the sales pipeline stays.

Nachteile

There isn't anything I least like about this software!

Vorteile

Lo que más me gusta es no tener que estar todo el día cambiando de aplicación ya que flowlu es un todo en uno. Por lo menos ahorró entre 30 minutos diarios entre cambiar contraseñas y recuperarlas agregado a los tediosos cambios de interfaz.

Nachteile

Lo único malo que le veo es que (por el momento) no dispone de muchas integraciones, y por eso no iba a comprarlo. Pero luego vi que en su hoja de ruta ya están por llegar y salí corriendo a buscar mi tarjeta (en serio, pensé que el precio era una equivocación).

Vorteile

Flowlu peaked my interest when I saw how many different features they were able to incorporate into their system. Once I started using it I was surprised at how everything was pretty fast and cohesive.

This will be a great tool for my agency and fits a lot of needs that other systems don’t.

Nachteile

Looking forward to the automatic recurring payments for invoices feature that’s supposed to come out in the future. It’s the only thing really missing for me at this point.

Vorteile

Flowlu is the closest alternative to monday.com. It's versatile All-in-One business suite - CRM, Finance, Project Management, and Task Management.

Nachteile

User Role need to be more customized for each department; finance, sales, project team.
File - should be like Dropbox , drag-and-drop, easy-to-use, encrypted, and easy to transfer (like we transfer).
Finance - need to have accounting capability and analytics.
Should improve white label, branding portal and client on-boarding page.

In Betracht gezogene Alternativen

Trello, monday.com und Asana

Vorteile

This is everything I had used in some of the higher-priced SaaS products and love to have them in a package that's affordable for start-ups.

Nachteile

The onboarding was long but had all of the tasks lined up for you to do.

Vorteile

Flowlu is one of the best business management tools I have used.

CRM, project management, collaborations, invoicing and more.... all in one spot!

Great customer support. Very excited about Flowlu's roadmap as well.

Nachteile

Some parts of the UX design at first because I was so used to other platforms, but now it's all good.

In Betracht gezogene Alternativen

ClickUp

Vorteile

I love that there are so many different apps to use for your business. The project management portion is exactly what I had needed from a CRM and I have been searching for. I have done a lot of product research on all-in-one business suites that include project management and I love where they are going with this. It is super easy to use and to get started.

Nachteile

I know it is still being developed but I do hope for contracts with e-signature capabilities along with some nice looking proposal software. A client portal would be nice as well but I have a standalone that I can use.

Vorteile

I can create my own working progress. Every time we have a new client we can make sure to follow our customer experience workflow and make sure everything is done right and on time. It helps us arrange our workflow and make sure we deliver.

Nachteile

They are already working on this but it will be great when we will be able to work with different companies and keep everything separated. Also, get more user roles with different levels of access.

Vorteile

individual processes
openness to integration with other tools
time recording
quotation generation
cash flows
checklists

Nachteile

fitting invoice templates for Germany - actual on the roadmap