Flowlu Reviews

Pros

multiple features,
crm,
project management,
timesheet

Cons

the ui can be a bit modern and upgraded
needs a one click feature enable disable for organisation type that may help user to setup faster

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.

Alternatives Considered

OneHash

Reasons for Choosing Flowlu

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

Switched From

ClickUp

Reasons for Switching to Flowlu

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

Pros

The software was highly functional, and easy to use

Cons

Automatic renewal without explicit consent - beware

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.

Alternatives Considered

ClickUp

Reasons for Choosing Flowlu

Streak was starting to outlive it's usefulness.

Switched From

Streak

Reasons for Switching to Flowlu

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

Pros

- simplicity
- mature product/CRM that can be used straight away without waiting for a 'promised' roadmap item
- support has been very receptive and helpful
- run by a team
- a great project management tool, that has milestones and granular control, subtasks, tagging etc.
- no trackers adopted when using their CRM
- true connect with Gmail (i.e. can move emails to different folders) and nominate which folders to sync
- Simple
- Can view and toggle between tabs with ease, whilst keeping the parent tab open in the background (i.e non-obtrusive tab view options)
- Knowledgebase (Flowlu use what they sell and offer users)
- Onboarding
- Ability to 'approve' delegated tasks
- Can link/send direct link to tasks etc.
- Default new user permissions seem great
- Quick integration to Connecting Apps (Pabbly Connect etc.)
- Can copy and paste images easily into group 'feed
- Can delete Milestone tasks at the project level

Cons

- after starting off on a real high i.e a found a great CRM, my emails stopped syncing. Update: support fixed this and this is no longer an issue
- A team invite confirmation email went straight to the spam folder
- Webforms seem plan at this stage. More granular detail and options would be amazing incl. behavioural triggers. Now I can't find webforms on my account at all??
- Images pasted to Knowledgebase are of poor resolution

Alternatives Considered

EngageBay CRM

Reasons for Choosing Flowlu

Too many bugs and there was no true 2-way email sync

Reasons for Switching to Flowlu

It also did project management, Engagebay did not offer this.

Pros

> 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.

Cons

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.

Pros

Comprehensive PM suite for freelancers, agencies, and professional services. It has project workflow with milestones + subtask, CRM, finance (invoicing + accepting payment with Stripe, etc), and email features just to name a few. Very easy to add team members and freelancers to a project. They will be releasing client portal as well so the client can keep updated on the progress. The UI/UX is clean and easy for new users to explore different features. The web app is stable and fast as well.

Cons

The onboarding process is quite thorough but the video tutorial is too fast and not clear. Since Flowlu has so many features, new users can easily get lost (especially those who never use all-in-one PM tool). I believe the video tutorial and documentation can be improved.

Alternatives Considered

SuiteDash

Reasons for Switching to Flowlu

Easier to use and set up. The web app is stable and lightning-fast.

Pros

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.

Cons

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.

Alternatives Considered

Plutio and Deskera ERP

Reasons for Choosing Flowlu

Wanted something more geared towards agency use. Collaboration with teammates and clients.

Switched From

Deskera ERP

Pros

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.

Cons

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

Pros

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.

Cons

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.

Pros

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.

Cons

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.

Alternatives Considered

SmartTask

Reasons for Choosing Flowlu

Needed a real CRM built-in, not a makeshift one in ClickUp.

Switched From

ClickUp

Reasons for Switching to Flowlu

Flowlu fit my needs and had a lot more features.

Pros

It replaces many different apps and tools all in the same place. Previously I was juggling Gmail, Trello, Asana, Invoicing directly through Paypal (previously using Dubsado), and missing out on a helpdesk and knowledge base which would have cut down on admin time. Flowlu includes all of this.

Cons

There are some features still in development like the client portal, contract signatures, and some integrations but they're on the roadmap. These aren't deal breakers and I'm okay with waiting for them.

Alternatives Considered

ClickUp

Reasons for Choosing Flowlu

Too many tools, too many different subscriptions, different platforms to log into, lack of integration.

Switched From

Gmail, Trello, LiveAgent, ClickUp and Asana

Reasons for Switching to Flowlu

It included a few features that Clickup didn't, and I really like the development roadmap.

Pros

The brilliant combination of features.
Flowlu lets us keeping control while the whole client lifecycle from the first touch through contracts, project execution to payments and again.
As a manager of small business, I have one point of control and don't need any more tools to control sales activities, project execution, payments tracing and cashflow balance.
Now I have an all-in-one tool.
No more extra expenses.
No more switches between tools
No wasting the time on export/import the data.

Cons

Some minor features in project management could be improved in the future.

Pros

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.

Cons

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.

Pros

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

Cons

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

Alternatives Considered

Deskera ERP

Switched From

Google Chat, Deskera ERP and Wrike

Pros

-task management-recurring tasks-project management-user chat-CRM

Cons

-system needs contracts and proposals to be a game changer (in production)-sharp learning curve when initially setting up, can be too overwhelming-system is not always intuitive-

Alternatives Considered

Plutio

Reasons for Choosing Flowlu

needed more functionality at better price

Switched From

Asana

Reasons for Switching to Flowlu

great price with tons of functionality

Pros

The product is very intuitive and easy to use. I love the...
-CRM functionality
-Task & Project Management
-Knowledgebase
-Mind Mapping
-Integrationg with Gmail, Gsuite, and Google Calendar
-Automations & Workflow
-Ease of linking disparate data together in one place

Cons

Not much. There are a couple places in the UI where I'd like to see certain things side-by-side or jump to more easily. I'd also love to see native integration with Office365 (email, calendar).

Pros

Flowlu covers a lot of ground. It is one system that can keep track of clients, prospects, and leads and also invoice your clients, and also track projects, and also track tasks, and email, and create a knowledgebase, and I hear that a client portal is coming soon.

It is one system which puts all of your client interactions at your fingertips. I really like the concept of one integrated system that keeps track of most of the things I need to do with clients every day rather than duplicate data entry for several disconnected systems. This is especially important for small companies like mine that have limited bandwith.

Cons

When transitioning to the system from another CRM, I could not move all of my information over easily. The email history that could be transferred was limited and there is no way to import older emails. Many of the fields were not importable and information had to be either entered by hand or adapted to other types of fields. Tags can not be imported. There is no way to add an opportunity column to the "Record Lists" (a great feature other than that).

Pros

Things I really liked about Flowlu have to do with

a) their different ways to map out and group tasks as task list, projects, workspaces that can all be related to a company or user.

b) that they enable a checklist to be embedded within a task. This is particularly important to me as at times I have a task such as "draft workbooks" - and I have a list of 10 workbooks. Other systems force me to create a task for each of the workbooks, which is ok, however they then present each of these tasks in a huge task list. This way, I have a single task on the main task list, and I monitor each task or activity within it when I am ready to tacle it.

c) Something I was favorably surprised was to see what they call "knowedge base" - As I navigate my business and learn how to do the different things (ie accounting, building a website, integrating a course, etc) I would like to document step by step what I did, this will make it easier for me to remember how I did it, and to transfer this knowhow to future employees and collaborators. I was previously attempting to do this by creating a course within my website (which is OK but too much of an overhead and overkill), or creating blog pages which ended up being random pages without real structure and order. Flowlu solved this for me - the ease of writing a blog, the structure and navigation of a course, without consuming my own site disk space.

Cons

I am still playing about with the CRM, but I believe there are other apps that are at this time more complete. I am sure that they will be perfecting them.

And I would like to see a better "ordering" of the tasks. I tend to assign priorities by moving things up in my list. Other softwares do a great job of this ordering of the tasks. Having said that, I am a new user and have not fully explored the platform enough to discover and use all of its features.

Pros

I've been on the search for a TRUE all-in-one system with real customizability. I needed something that would be the central hub for my business where I could track leads, manage projects and tasks, delegate work to my team members, invoice clients, and more. I also wanted a tool that was white-labeled. I tried SuiteDash, ClickUp, Dubsado, Honeybook, Hello Bonsai, but NONE of them compare to Flowlu! The automations in Flowlu are what truly sold me - they're going to make my work so much more efficient. The ability to send and read emails in Flowlu (with tracking) is another excellent feature. And with the client portal on the way, Flowlu will be that all-in-one I've been looking for! I also love that there is a knowledge based where I can share procedures with my team and information/articles with clients. I haven't seen anything on the market like Flowlu yet!

Cons

Flowlu doesn't have a client portal - which is what is really preventing it from doing all the things I need. So I can't use it to onboard new clients or communicate with existing ones. But I understand that the portal is under development now. It also doesn't have a native form feature to collect information so I have to use another tool for that.

Alternatives Considered

HoneyBook and ClickUp

Pros

#1. First thing's first, I'm not happy about sharing the best thing on the market.... But the customer service team is beyond average and they deserve the love.
#2. My team and I absolutely love the goodies. All the features and simplicity of use is top notch; flowlu looks and feels professional.
#3. We can't get enough of how practical and seamless using the software is compared to other popular softwares.
#4. I've made friends go life y'all. Customer service is responsive, friendly and passionate about what they do and how it's presented. Oh, and contacting them is guilt-free.
#5. We took a HUGE load off when deciding to downsize and streamline our processes. We went from about 34 apps & websites to now less than 5.
#6. Personalize the software to match your business needs. Versus changing your business based on the software.

Cons

#1. Now that the best secret is out, I'll tell ya my biggest fear is that the price will become unreachable and impractical.
#2. I don't have much to complain about. By the time anyone finishes reading this review, there will be updated the changelog that more integrations and customizations were released.

Pros

1. The interface is really simple and intuitive. It didn't take me long to figure things out on my own.

2. I like the ability to create subtasks and assign those subtasks to different people, independent of who's assigned to the main task. And you can even set deadlines, or track time spent on tasks.

3. The different task views and the ability to have almost granular control over the search filters can really come in handy, especially if your business has many moving parts. Likewise, the ability to create automations with a variety of customizable conditions can really be helpful in streamlining workflows.

4. The ability to create different project workflows, each with its own predefined tasks, milestones, etc., can really be helpful when managing multiple campaigns and/or client-related projects.

5. I like the ability to sync Flowlu calendar with Google calendar—as well as the ability to connect any email inbox to Flowlu. Likewise, I think it's great that they have the option to integrate with online payment gateways like PayPal, Stripe, and Square as it makes things even easier on the client side.

6. You can create your own lists if you want to record any important information for your business.

Cons

1. I wish there were other ways to upload documents/attach files other than from your local computer or Google Drive (i.e. Dropbox, iCloud, etc.)

2. A client portal would be nice (although they are already working on it)

3. It's not much of a dealbreaker (since more integrations seem to be on the horizon) but having more in-app integration options than what's on offer right now would be more than welcome.

Pros

At the end of the day, Flowlu is a great project management tool that is worth using. The team at Flowlu has gone out of its way to make this app as comprehensive and powerful as possible. They’ve also been smart about how they market their product by not holding back and giving full access to what they offer for free. Their pricing structure is easy to understand and people can see where they are expected to be spending their money. It is clear that there are no strings attached to this system and people will be able to use it at their own pace without feeling overwhelmed or lost in a sea of features that are hard for them to come by when needed the most. An awesome platform for managing work. I love how simple it is to use and how much easier it makes planning and tracking our tasks.

This is an exhaustive and beneficial project management tool. You can also get support from them whenever you need it.

Cons

It has too many features and could do with a more modern UI/UX - it feels a little bit dated compared to modern tools.

Pros

The in-app messenger allows us to instantly communicate with the team so it has drastically reduced our texting and emails. The same can be said about the tasks management and file sharing. It helps us keep organized. All messages, files, documents and contacts are now all in one place. No more docs or spreadsheets.

Cons

What's missing is a Client Portal. One of the most critical features for any Business Management Software. I hope they can get this done sometime this year. Per their roadmap it looks like not until November 2021

Alternatives Considered

Zoho One and HubSpot CRM

Switched From

Freshdesk

Pros

Being into Tech Consulting for corporates and agencies, we need a robust platform with the scope of limitless customization and that's where Flowlu gets the maximum rating possible. We are happy with the automation, project management, workflows, email inclusivity feature, and likewise every other feature. It is really a platform to rely on for your business management.

Cons

With the speed at which this platform is improving, I feel by the time I am writing any concerns with them, the team would most likely have been working on that aspect of the software. The only issue I feel is the lack of resources to understand the platform in detail for a beginner and that is justified because they are including new features aggressively and they shall do the documentation and tutorials only when all the modules are connected to this giant setup.