Flowlu

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

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

Reasons for Choosing Flowlu

Switched From

Reasons for Switching to Flowlu

Pros

I liked it in the beginning but it seems like it is too slow.. plenty of glitches and needs a better IOS version. Sometimes when I’m in the CRM and want to adjust something .. it will disappear the next day. Also, the iOS version just isn’t the best.. there are better versions out there and lastly customer service isn’t fast to respond . Talking through an email isn’t the way I want to handle a problem.

Cons

I like the way it flowed in the beginning .

Pros

It allows us to manages almost all aspects of our business from one place, and has saved us a great amount of money in subscriptions.

Cons

While development pace is steady, it's a little slow. As is the product's loading times and speed.

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

Reasons for Choosing Flowlu

Reasons for Switching to Flowlu