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

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.

Nachteile

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.

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

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.

Nachteile

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.

In Betracht gezogene Alternativen

ClickUp

Warum Flowlu gewählt wurde

Streak was starting to outlive it's usefulness.

Gründe für den Wechsel zu Flowlu

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

Vorteile

- 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

Nachteile

- 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

In Betracht gezogene Alternativen

EngageBay CRM

Warum Flowlu gewählt wurde

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

Gründe für den Wechsel zu Flowlu

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

Vorteile

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).

Nachteile

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.

In Betracht gezogene Alternativen

Bitrix24 und Asana

Warum Flowlu gewählt wurde

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.

Zuvor genutzte Software

Bitrix24 und Asana

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

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.

Nachteile

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.

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 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.

Nachteile

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

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

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

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.

Nachteile

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!

Vorteile

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!

Nachteile

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.

In Betracht gezogene Alternativen

monday.com

Warum Flowlu gewählt wurde

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.

Gründe für den Wechsel zu Flowlu

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

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

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.

Nachteile

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.

Vorteile

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

Nachteile

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

In Betracht gezogene Alternativen

Nifty

Warum Flowlu gewählt wurde

Price and features (more features on flowlu)

Zuvor genutzte Software

Asana

Gründe für den Wechsel zu Flowlu

Their product is more mature

Vorteile

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.

Nachteile

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

Vorteile

I am typically a fan of specialised tools for each important function in a company. Project management, CRM, email enquiries, invoicing, each with its own tool. The reason for this is that most attempts I've seen at doing everything end up in a mess in terms of UI and UX and force you to give up some of the depth of functionality in each area.

Seeing the swath of positive reviews for Flowlu convinced me to give it a go. And now I'm a convert.

There is just enough depth in every area Flowlu covers to satisfy most scenarios at least for my business model (small digital marketing agency). There is comprehensive CRM and leads generation, tied up to a build in email client, two types of project management build in (standard and agile), time tracking, budgeting and invoicing, documents and a knowledge base and project based team chat.

Nachteile

Because of the depth of functionality, although page layouts are clear and important info is easy to find, sometimes that comes at the expense of a few extra clicks to get to the minute details, but that's something I can live with. And it sure beats the hell out of switching between 3 or 4 separate platforms to get the job done.

And on the topic of complexity, you can easily switch off functionality you don't need from the settings and enhance functionality of those area you do need through custom fields, automations, workflows etc.

Vorteile

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

Nachteile

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

Vorteile

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

Nachteile

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

Vorteile

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.

Nachteile

- 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

Vorteile

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.

Nachteile

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.