Flowlu Erfahrungen

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

> 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

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.

Nachteile

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.

Vorteile

The software was highly functional, and easy to use

Nachteile

Automatic renewal without explicit consent - beware

Vorteile

Flowlu has completely transformed how our software development team works! I've been searching for an all-in-one project management tool that can do it all—from managing tasks to tracking finances—and Flowlu is exactly what we needed. The task management feature is super easy to use. We can create tasks, set deadlines, and keep track of our progress all in one place. Flowlu’s agile project management tools, like kanban boards and sprint planning, have made a huge difference in our workflow. Now, we can easily visualize our tasks and progress, helping us stay on track and meet our deadlines.
The built-in CRM is another fantastic feature. It allows us to manage our client relationships effortlessly, keeping all our client communications and project details organized. Plus, communication within our team has improved a lot thanks to Flowlu’s collaboration tools. Everyone is on the same page, and it feels like we're working more efficiently.

Nachteile

The mobile app could use some enhancements to match the full functionality of the desktop version. However, it's still very useful for on-the-go task updates and quick checks.

Vorteile

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

Nachteile

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

In Betracht gezogene Alternativen

Dynamics 365

Warum Flowlu gewählt wurde

Dashboards Access controlIntegrated overview over multiple companiesIntegrated sales funnel fo multiple companiesIntegrated planningEasier overview for certain c-level customers

Gründe für den Wechsel zu Flowlu

Pricing and ease of integration

Vorteile

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!

Nachteile

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

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

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

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!

Nachteile

No localization for Spanish and no direct integration for slack.

In Betracht gezogene Alternativen

Nifty und ClickUp

Zuvor genutzte Software

Quire

Gründe für den Wechsel zu Flowlu

A more complete approach to automating business processes

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

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.

Nachteile

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

In Betracht gezogene Alternativen

Zoho CRM, Kantata, monday.com, Accelo, Adobe Workfront, ProWorkflow, Wrike und Asana

Warum Flowlu gewählt wurde

I also loved Britax24! However, it was just too much for a small business like ours to use.

Gründe für den Wechsel zu Flowlu

I am on the Free which covers my needs, but what it has done is meant that I have been able to recommend the product to some of my larger customers and suppliers, who would need the paid version. The Free version has better facilities and functionality than just about any of the ones I have tried before, by far (except maybe Britax24). Having spent two years researching and using the alternatives, Flowlu is head and shoulders above the rest for us in the fact that it allows smaller companies with 1 or 2 users access to a version that is, very, very useful and is a great asset and doesn't keep asking you to 'upgrade' when you reach a limit, or charge you a minimum of five users when one, or two, is all you will ever need. I can't recommend Flowlu enough - well done!

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

CRM, Bookeeping, Kanban, Project Management

Nachteile

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.

Vorteile

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!

Nachteile

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

Vorteile

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.

Nachteile

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

In Betracht gezogene Alternativen

Bitrix24

Warum Flowlu gewählt wurde

Flowlu has an attractive price and mature functionality compared to competing products.

Zuvor genutzte Software

HubSpot Marketing Hub, ClickUp und Bitrix24

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

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

Nachteile

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

In Betracht gezogene Alternativen

HubSpot CRM

Gründe für den Wechsel zu Flowlu

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

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

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.

Nachteile

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.

Vorteile

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!

Nachteile

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).

Vorteile

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.

Nachteile

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).

Vorteile

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.

Nachteile

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

Vorteile

Very easy to use and has a very light interface that is easy to learn and understand. Flowlu superior analytical and reporting tools allows us to get detailed insights about our tasks. It has a very clear project dashboard that gives us real-time hawk-eye view onto our projects progress. Provide us with a resourceful knowledge base that allows us to consolidate all our project details into one easy to access space.

Nachteile

Learning and getting to use Flowlu was so easy and we much comfortable with all its features. No cons so far.

Vorteile

It was so much easy to customize Flowlu which helped us have it aligning with our needs. It provides us with exceptional task planning and managing tools like Gantt charts which allows to stay focused on our projects. Flowlu makes it easy for our entire project team to come together, communicate and collaborate at every single stage of the project.

Nachteile

We have never had any doubts with Flowlu. It has always perfomed perfectly and there has been zero hate towards it.