Flowlu Reviews

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

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

There is so much to say about Flowlu's Pros.- Client portal: I saw some cons about this missing feature, but the team added this functionality so those comments should be removed because they misinform potential users.- an (almost) all-in one solution for company management- customizable: you can get to an almost white label platform (url, logo and so on)- a great development team (new features added every month)- an open roadmap that you can interact with to vote for a feature or propose a new one- I saved A LOT of money since I've been using Flowlu, as I was able to cancel several subscriptions to softwares due to the fact that Flowlu does so much things! Task management, CRM, Project management, workspaces dedicated to some work units or projects (allowing me to gather all of the activities of my companies in the same software with access restrictions for each workspace), Finance (invoice/estimates, recurring invoices, and money (CashFlow and P&L management), automation of processes (invoicing and so on), file storage (no need for Dropbox or Google Drive anymore!), calendar, custom fields and lists, knowledge base for your company so that new users can have access to all of the informations you want, mind maps, emails, and the client portal! So much features at your fingertip and I forgot a lot of others!

Cons

The only con I see now is that I can't use the Finance part for my company as it is not (yet...) thought for French companies. It misses some elements to be fully compatible with French accounting obligations.But they are already working on the French language, so they will probably get to it some day too!I would also love to be able to connect my Flowlu account to my company's caldav, outside of the well done included calendars. But the Flowlu team will probably implement this functionality later!

Alternatives Considered

Odoo and Dolibarr

Reasons for Choosing Flowlu

Almost the same features plus a lot more.

Switched From

Invoice2go

Reasons for Switching to Flowlu

Flowlu (almost) does it all, and can probably do all of the things that the other do, with the awesome development team they have.

Pros

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).

Cons

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.

Alternatives Considered

Plutio, SuiteDash, Bitrix24 and Asana

Reasons for Choosing Flowlu

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.

Switched From

Bitrix24 and Asana

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

I am excited to see the future roadmap come to life. I see progress so far, some integrations are now implemented, great integration with corporate email and gmail, client portal is now active, and the tool is still running with great speed. Ability to automate sales process is unbelievable, Flowlu has a really user-friendly interface and is super easy to use. It's also surprisingly inexpensive given it has deep automation. Great support, great tool, Flowlu should become a main CRM tool and not only an alternative.

Cons

I just hope that Flowlu will honor LTD users though with improvement they make, they have higher probability to be acquired by bigger companies.

Alternatives Considered

SmartTask

Reasons for Switching to Flowlu

The ability to automate the sales process based on milestones is fantastic! I'm exploring the lists feature more and I love what it can do

Pros

The software has a really easy way to help bring teams together, create invoices, manage leads etc.

Cons

There could be some work when it comes to the CRM. Adding a calling feature would be huge. Outside of that i have no complaints especially with what they have planned for the future.

Alternatives Considered

Agiled

Reasons for Choosing Flowlu

UI interface looks better, quicker. And has more potential, not to mention easier to use.

Switched From

Agiled

Reasons for Switching to Flowlu

Better product and more value.

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

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

CRM, Bookeeping, Kanban, Project Management

Cons

No client portal yet - but is in the Roadmap
No client forms - capturing custom form data stored at project level (and customer level) would be ideal.
No contract administration - once contracts are introduced I am ready to move over.

Alternatives Considered

SuiteDash

Reasons for Choosing Flowlu

I haven't switched just yet, but I found Dubsado doesn't quite hit the mark for project management - I don't want to have to switch between my CRM and apps like Asana to manage my projects.

Switched From

Dubsado

Reasons for Switching to Flowlu

I haven't chosen one over the other just yet. I have hedged my bets to see which one provides everything I need based on their future Roadmaps. Both are just slightly short of hitting my workflow needs.

Pros

1. The platform is intuitive, super easy to use, and secure. On top of that, the App is fast compared to the previous platforms we have used. This platform is not in its early development stages. It is a very mature product and can handle many business use cases.

2. Behind a successful business, excellent customer service! The Flowlu team members are good listeners to their customers’ feedback. I have purchased many apps, but I haven’t seen a support team that cares about their customers’ feedback like this team. All my questions were answered very quickly within 24 hrs! When it comes to customer service, I wish there were more than 5 stars to give!

Cons

Does not support the Right-to-Left (RTL) languages.

Alternatives Considered

Agiled

Reasons for Choosing Flowlu

SuiteDash is hard to implement.

Switched From

SuiteDash

Reasons for Switching to Flowlu

The platform is intuitive, super easy to use, and secure.

Pros

My firm has successfully used Clio (for practice management) Lawmatics (for CRM) for the last few years. However, I hated having to switch back and forth between the apps and I hated the monthly fees. When I found a lifetime deal for Flowlu I was thrilled! Even though it is not specifically built for law firms, the platform is awesome as handling intake, keeping projects organized, and moving cases forward.

Cons

I'm really excited about the features on the roadmap and wish the client portal would be ready prior to August.

Alternatives Considered

SuiteDash

Reasons for Choosing Flowlu

Easier utility and less expensive

Switched From

Clio and Lawmatics

Reasons for Switching to Flowlu

Suitedash was nice, but not robust enough for my law practics.

Pros

We use only the free version of this software and it has been fantastic for our limited uses. We mostly use project tracking and task keeping functions and for that it has been fantastic as we migrated away from MS Outlook and toward more Gsuite friendly products.

Cons

We would really love the chat feature to work better.

Alternatives Considered

MeisterTask

Reasons for Choosing Flowlu

We were moving towards Gsuite for email management and keeping tasks on outlook didn't make sense.

Reasons for Switching to Flowlu

Flowlu is considerably more intuitive and better fitted to our needs.

Pros

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!

Cons

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.

Alternatives Considered

monday.com

Reasons for Choosing Flowlu

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.

Reasons for Switching to Flowlu

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

Pros

Online Invoicing; CRM, Sales funnel, kanban board,agile project management
very good interface
very good UX
clear overview, good user documentation to get started

Cons

i regret there is no client portal yet.
also for belgium it would be great to support the different taxes for the booking option.

Alternatives Considered

HubSpot CRM

Reasons for Switching to Flowlu

pricing, full spectrum options for, complete system for my business and even more :-)

Pros

Simple interface, fast loading of subsections, everything is where its gotta be (intuitive).

Cons

Doesnt have Russian language for interface.

Alternatives Considered

Nifty

Reasons for Choosing Flowlu

Both of these are overloaded and bloated. And their UI is not so clean, responsive and fast.

Switched From

Bitrix24 and GitScrum

Reasons for Switching to Flowlu

Flowlu has the features that we need and doesnt have features that we dont need.

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

I love that the software has so many options, and they keep adding more. I found that many other software options were too simple, in that they didn't allow for the user to add as much detail or keep it as simple based on their needs. So I like that everything is In one place, I go only to this software for everything, and the sales teams are constantly adding new features, and taking into account suggestions I make for how the software can better suit my needs. Awesome! You don't find that kind of support in larger companies.

Cons

Well these "leasts" are past tense now, but I will say originally I think the thing I liked least was the support was based out of the United States, so I was concerned about Data safety and whether I would get support for the product. However, I have not seen any data safety problems so that's good. And even though support is in a different time zone then my own, they always answer 100% of the time. Which is more than can be said of many United States based companies.

Pros

Flowlu's super-power is how deeply configurable the automations are. This not just covers the basics, but also provides a framework to be really creative and really take the hard work out of making all customer experiences great. Everything is accessible and makes sure leads aren't lost, task and project status are seen at a glance. Opportunities means that you can have different sales funnels to suit your different offers. Team collaboration is excellent - with great external client options as well.It's great that invoice can be sent out with stripe and /or paypal buttons and you can track status and have automations to trigger if a payment has gone overdue.Integration is fantastic - others that I use not listed below are Integrately and Tilda. Integrately connects everything I need - Activecampaign, GroupApp, Heartbeat, etc, etc. Endless!

Cons

This is hard as I genuinely love the platform - there are minor niggles, but no show stoppers for me. If I was being really picky the mobile app doesn't do as much as I would like. And in the tasks module I'd like that recurring tasks where handlded differently (ie more conventionally).

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

It also includes one of the best new customer on-boarding processes I've seen from a SAAS provider, utilising it's own tools in an excellent real time case study training for you.

Cons

I haven't found anything to dislike in this versatile software tool yet.

Pros

1. Easy to use interface
2. Support is just absolutely amazing and helpful
3. Amazing features
4. Roadmap looks really promising
5. Amazing Features

Cons

Honestly nothing much at this point was just a few bugs setting up gmail and the mobile some small bugs.
Gmail just requires 2FA to set but im sure they must be a work around overall super super polished and literally time saver

Pros

I've been searching for a long time and lots of other options I've tried were doing my head in. I've finally found it, won't need to search anymore and have moved my whole business to Flowlu. Flowlu is feature rich and well thought out. One part of the system is well connected to another part.

- Flexible, customisable
- Well thought out and flows
- Works well
- Great onboarding, help documentation and support
- Integrates with calendar and email
- Integrates with Integrately/Pabbly, has webhooks, so not locked in
- Has mobile app
- Can turn off apps not needed
- Awesome [SENSITIVE CONTENT HIDDEN] and team, very responsive and open to feedback.

Cons

- Could be prettier, but it's not ugly
- Improvements with the invoicing (coming)
- Help videos to have voice over (they're on it)
- Client portal (coming in Q3)
- Automating invoice (also coming I believe)
- Fully functioning mobile app
- Being HIPAA compliant

Pros

I LOVE the project management tool. I have been able to organize all of my scatter thoughts, projects and goals into an easy to understand platform. My tasks are now getting done, whereas before that would often be forgotten. I can also see my progress in project completion, and organize tasks by priority. I honestly don't know how I got anything done without FlowLu.

Cons

It's not as "pretty" as other apps (ie Trello). But does that really matter?

Alternatives Considered

Plutio