Flowlu reviews

An Overall Excellent Product

Opmerkingen: We are very pleased with Flowlu and like it so well we decided to shift everything to the Flowlu platform.

Pluspunten:

Flowlu is one of those products that delights with every click on a new feature. I generally don't trust apps that try to be all things, but Flowlu is well designed with business needs and the end user in mind. I can honestly say I read every comparison I could find because making a change is a very big deal. The race was tight and what helped me to make up my mind was Flowlu is relatively new while the other SaaS were much more mature, yet it was a near photo-finish between the youngster and the old boys. Thus, Flowlu will only get better with time and I for one and glad I am an early adopter!

Minpunten:

I'd like to see the MindMap built out more.

One of my company's best investments of all time, period.

Opmerkingen: It saved me a lot of time, and also money. And I just enjoy working with it every day! I tried and used a lot of CRM, ERP and softwares to run my company in the last 10 years, and I am just so glad I found Flowlu!

Pluspunten:

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!

Minpunten:

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!

Best crm alternative for enterprise alternatives

Opmerkingen: Well documented working of the systemLot of training materialSo many functions that you need a strctured implementation plan

Pluspunten:

Wide functionsIntegrated multi company structureAll in oneWell set up user management Easy integration

Minpunten:

No warehouse, production in the systemOnly 1 proper company portal supported in brandingSteep learning curve, which you need to do.

Functional software but Beware!

Opmerkingen: Our experience with flowlu was great from a functional perspective, but from an ethical/customer service perspective, it was lacking. Our membership was automatically renewed without prior notice, and when we contacted Flowlu immediately afterward, they refused to issue a refund. When we inquired about whether we had been asked to opt in to automatic renewals at signup, customer service ceased answering our emails and would not provide a response. Beware of automatic renewals, and a refusal on the part of Flowlu customer service to reverse unapproved charges.

Pluspunten:

The software was highly functional, and easy to use

Minpunten:

Automatic renewal without explicit consent - beware

You can't go wrong with Flowlu!

Opmerkingen: Flowlu is overall and EXCELLENT product with incredible functionality. While it may be a bit complex to set up initially, the work pays for itself down the road. Would highly recommend Flowlu to anyone in need of a software solution for CRM, project management, tasks, etc

Pluspunten:

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

Minpunten:

-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-

Best CRM & Project Management software I have ever used.

Opmerkingen: I started using the free account for more than a year and then I changed to a subscription, in order to be able to track the project finances. The best overall experience is great. Meanwhile it is a daily tool necessary for my business.

Pluspunten:

Simplicity, project and financial tracking,

Minpunten:

Task import via CSV file. I would expect for a paid subscription to give the administrator the opportunity to import several group of tasks, for projects that are similar.

Just go with the Flow(lu)

Opmerkingen: Loved it. Still using it on a daily basis for another project and hoping that the team are able to look at email automations in the future

Pluspunten:

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

Minpunten:

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

Top notch

Opmerkingen: 1,000% awesomeness.

Pluspunten:

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.

Minpunten:

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.

Excellent for small and medium sized companies

Pluspunten:

It has 95% of the most needed business apps required to digitize a company fully. And the 5% that's missing it's already on the roadmap and being developed!

Minpunten:

No localization for Spanish and no direct integration for slack.

Great business management software

Opmerkingen: It's been a stable, easy to use platform. It provides a significant amount of value for small businesses and companies. It's easy to use, there are lots of tutorials, and it's fairly powerful.

Pluspunten:

This is an 'all in one' application for managing your business. It contains everything from invoicing to CRM, to project management and time tracking. The interface is well laid out, and they have a substantial onboarding 'walkthrough' that takes you step by step through the setup of the company.

Minpunten:

There aren't very many cons - the only thing I can gripe about is the lack of incoming webhook - but that can be handled by their API.

Really Different Review

Opmerkingen: It's taken a while to get used to how it works and in the meantime I have still kept going with the other project management tools, but after 18 months of using three major management tools I have gone for this one exclusively and will be junking the others (not without regret as I enjoyed using some of them, but this has filled all the gaps that the others didn't)

Pluspunten:

I love this software. I have tested all the major project management software out there and this is the best for us. I am the only user, but it allows me to plan and automate tasks for the business. I don't use the finance options as I use Xero for that - but it is fantastic for the automation of tasks within projects.

Minpunten:

Sometimes buggy, but less so as time has passed - it is obviously still supported and growing, so that's not so bad.

A decent option for agile all-in-one project management.

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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.

Just the right complexitity with lots of potential.

Opmerkingen: I really like its structure and clear interface. Not wasting much time by searching for the right buttons and settings. Looks like the developers use their own tool for everyday work ;-)

Pluspunten:

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

Minpunten:

• 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

The best all-in-one package

Pluspunten:

A number of options are available in the software, and they are constantly adding new ones. Compared to other software options, I found many of them too simple, as they did not provide enough detail or kept it simple enough for individual needs. I really appreciate how easy it is to manage everything, and how the sales team continually adds new features and incorporates suggestions I make for making the software more useful to me. With Flowlu, four applications have been replaced, and life has been improved. This company offers excellent customer service.

Minpunten:

There are still bugs, but they are less frequent with time - the program is obviously still maintained and continuing to grow.

An unassumingly powerful platform

Opmerkingen: I started with CRM & Finance module but over the following few weeks, I started to realize the potential within the platform & additional modules. It felt like a no-brainer to support the developers further! I run Flowlu on a dedicated monitor as it has truly become my all-in-one business companion. Prior to Flowlu, I was utilizing QuickBooks Online & whilst the finance options are (currently!) still not as robust as the dedicated financial platform that QB Online is, I still feel much better-served whit this option! What's more, the community around it is fantastic, as is the hands-on approach of the[SENSITIVE CONTENT HIDDEN] & the development team & which is priceless. The future roadmap makes me even more excited with Client Portals, even better financial document templates & an all-new mobile app!

Pluspunten:

The ease of use & the linking options available across all the different modules is fantastic. There's real detail behind everything on offer with good customization options.

Minpunten:

Certain features are still in development such as Client Portals & the mobile app is fairly basic, however, these are all being addressed in the near future as can be seen in their roadmap!

One less tool? Five less tools.

Pluspunten:

I get frustrated having so many moving parts. Marketing automation. CRM. Projects. Invoicing. Twice that for multiple businesses. Flowlu's going to make it so I have all of it in one place. It's project managment structure - more from software than legal - is an inspiration on the movement to "productize" legal services. I think it'll not only make me more organized, but it'll also help me to deliver services faster, better, and more predictably.

Minpunten:

The CRM is a little basic, at first glance. I can't figure out how to automate anything in it. It has automation features, but they all appear to be internal (add a task, calendar event, etc.) and none are external (send an automated email to the client.). I can manage the external communication with Pabbly, but it'd be nice to have some marketing automation built in as well.

From Mind Maps to Micro Tasks FlowLu Has Cracked The SMB CRM Code!

Opmerkingen: I dread to even think about how many years it's been now, (over a decade at least) trying one CRM after another wishing I could mash three together to make the perfect solution. And then there's has been the frustration with Salesforce & Netsuite fighting my way through the layers of irrelevance, which makes perfect sense to the Harvard MBA of course, working for a Fortune 500, but for someone living life on the edge and bootstrapping, that was never going to work for my situation. And then, by chance along comes FlowLu. A CRM system that speaks directly to & tackles the challenges faced by ambitious SMB's starting small, wanting to scale and without having to think about migrating to a better CRM in two years. Why? Because FlowLu genuinely has covered everything an SMB would ever want in a CRM with enough headroom to grow to the next level up... So far, my experience has been this, I've had an attentive personalised onboarding process, I've read great documentation, I've witnessed a well laid out clean interface, I've watched videos explaining each module, | can see the right native integrations sprinkled across the platform, I've got support for all the major integration hubs, I've downloaded a mobile app which looks very similar to the desktop version, (yay) and I can upvote on a feature requests board & see a busy product road map. You just can't build something like this without serious amounts of focus, passion and dedication, I tip my hat to you guys, I really do.

Pluspunten:

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.

Minpunten:

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.

Flowlu is like a Swiss knife for your all-around desk work.

Opmerkingen: Great. Totally Love it

Pluspunten:

The Ease of use, but above all the numerous way of seeing the data (expenses, task, projects, status of completion). You can select almost every possible way. From Kanban to todo-list, to gantt. You can also organize every data releted to the task to help you better see a relation between things (for example how many task are assigned to a single user or, get a general clips of how your projects are performing overall). All with just some clicks and drags. Outstanding

Minpunten:

Sometimes this enormous way of customizing things can be overwelimg. At the beginning me any my team didn't know why there there two kind of projects that were (at least from a newbie stand-point) unrelated but the same (Projects and Agile Projects) but then we discovered that these are "modules". Like programs in the program that we could use or not (and turn on and off), based on our way of thinking (and working). I guess an onboard tour more useful (there is one but it's not effective) should be a solution

Definitely the best tool for comprehensive business management

Opmerkingen: I recommend this software to anyone to organize their business!

Pluspunten:

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.

Minpunten:

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

Flowlu - a strong contender for the Top Ranking CRM

Opmerkingen: 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!

Pluspunten:

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

Minpunten:

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

Thumbs up

Pluspunten:

Recipe: Robuste collaboration and communications infrastructure A LA stay responsive to clients’ needs AVEC colleague productivity. Everybody wants to make and try this sauce. Nothing can be wrong with smooth operations, nice mix of successful members (wherever they happen to be working), and precious key component customers. As usual, different results with different cooks and executions. I’m not going to provide negative or positive conclusions here, always very subjective and depends on your taste. But let me encourage you to try FLOWLU kitchen. This scholarly staff has interesting selection of ingredients, tools, seasonings, which should be enough to create your own chef d'oeuvre. And don’t hesitate to ask their time-saving cooking tips. Bon appétit, Al

Minpunten:

Some necessary for me components still on roadmap, so can't bring to my production team yet. For example 2FA.

Flowlu is Amazing!

Opmerkingen: I feel like I've barely scratched the surface of what Flowlu has to offer but so far, I'm really liking it. I like how polished the project management and CRM sides of it are—neither aspect feels half-baked from what I've seen so far. But above all, I really liked how the interface was fast, smooth, and very intuitive, despite Flowlu having so many moving parts.

Pluspunten:

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.

Minpunten:

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.

The best online tool to run your business to CRUSH IT

Opmerkingen: I've tried many others that claim to be "all-in-one" but the others still seem so disconnected and complex.
Flowlu is truly a no-brainer for anyone tired of patching tools together.

Pluspunten:

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.

Minpunten:

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

Perfect solution for my business

Opmerkingen: Flowlu is highly customisable and well thought out. It’s not ugly and slow and easy to use. It has a lot of features. I've tried many other all-in-ones but one part wouldn't connect well with another part, but with Flowlu, it actually flows very well. It’s just a well-rounded tool that simply works and will solve many pain points once it’s set up.

Pluspunten:

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.

Minpunten:

- 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

Flowlu: Great All Around Project Management, CRM and Knowledge Base Software for Agencies

Opmerkingen: Overall, Flowlu offers a huge value for any agency looking to combine all their needs into one platform. They have a robust online community, so if you have questions, comments, or suggestions, Flowlu's team and [SENSITIVE CONTENT] are there answering them. I am looking forward to using Flowlu for many clients and projects, and I grow my business!

Pluspunten:

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.

Minpunten:

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.