Flowlu

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

Vorteile

Flowlu robust work management features makes it easy for us to efficiently handle all our daily operations. Very top-notch security tools that safeguards all our information. Easy to collaborate and work on tasks together as one team. Outstanding account manager tool that makes it easy to manage customer information. Easy to use CRM tool for engaging our customers and clients.

Nachteile

There is no way Flowlu has any cons. All the features has been very responsive and easy to work with.

Vorteile

I like the diversity of modules they offer. I like how easy it is to set up the dashboard exactly as you want it whether it's on desktop or the mobile application. I like how easy it is to set up invoices and get quotes to clients. I like the email tracking features. Their customer support is pretty good as well.

Nachteile

I don't like the lack of project budgeting features and not being able to track time against a set hourly budget/total cost. I don't like that there's no easy way to see a sum of your time spent on a specific date on a specific client, especially when its dispersed through different tasks. I don't like that I can't customize the calendar modules and task modules to make them make more sense for my flow.

Vorteile

Features, simple. Can scale business and include several divisions

Nachteile

Increasing price. It can get expensice if you want full features. But overall its more affordable than other crms

Vorteile

Flowlu is an extremely robust tool and has a lot of features that you probably don't need. I bought on a lifetime deal so for the money it works decent.

Nachteile

Flowlu is somewhat confusing where it doesn't need to be. There are slow development cycles and the new features are on the useless side when you have other issues that are more core to project management.

Vorteile

Easy setup, Full spector of tools, cheap cost

Nachteile

old school design, out of dark mode, no mac os app

In Betracht gezogene Alternativen

Gründe für den Wechsel zu Flowlu

Vorteile

The most obvious pro is having your CRM, Estimates, Invoices and Projects on single platform. But you also have:
A client portal: where clients can see their documents, projects, tasks and interact with your team. External users, i.e. for external freelancers that do not need to really have access to your data (they do not count as user seats against your license) and a very useful Mobile App, pivotal especially if your sales are on the go.
Last

Nachteile

Support could get better: they do reply to your enquiries but sometimes it can take more than a week. It is totally understandable that a start up like FLowlu might have a limited team, especially considering their fast roadmap to deliver new features. However they could get better with support, especially considering:

Naming consistency:
Probably due to translation from the team's native language, some labels in the interface are often a bit obscure, especially in the settings. I.e. same features/options called with slightly different names or different ones with same names.

Documentation:
Flowlu has an extensive documentation but due to the HUGE number of feature it offers, and the pace at which the product is progressing, sometimes the knowledge base article are lacunose, or simply outdated.

Last but not least: lead magnets/webforms.
One easy win for them would be upgrading their in-built web forms.
At the moment you only have a few options, and you need to take the forms as they are and just embed them as they are. You can't change the fields, not even the label (i.e. if you need them in another language)
I really hope they could come up with their own form builders or at least integrate with some major CMS, like WP, Elementor etc.

In our case we went around this through Make.io

Vorteile

Flowlu was very easy to use and set up. I have used several other CRM systems before I finally landed on Flowlu. It's such a cost-effective software and also allows you a lot of customization if you want it. The team is also constantly working on it and providing new updates and features on a regular basis, so it's great to see Flowlu continue to increase its potential.

Nachteile

Flowlu is not as well established as the other CRM systems, so it's still missing things like a contract builder and the ability to eSign documents. If that is important in your workflow, you will have to complete this through a different software, but this feature is on its way.

In Betracht gezogene Alternativen

Warum Flowlu gewählt wurde

Gründe für den Wechsel zu Flowlu

Vorteile

I like that it is an all-in-one package that covers your CRM, projects, tasks, workspaces (I use for departments), finances, knowledge base, etc.. Previously I would use a dedicated PM system and wish I had more insight into my business.

Nachteile

Some of the UI feels outdated. I feel like it can be improved. I also found some bulk edit capabilities missing, which does become a pain when I have to manually edit a bunch of tasks.

In Betracht gezogene Alternativen

Warum Flowlu gewählt wurde

Zuvor genutzte Software

Gründe für den Wechsel zu Flowlu

Vorteile

I jumped on Flowlu, not because it did a lot of different things, but because it did one thing in particular very well. I needed to stop waffling on choosing a provider for knowledge bases. Flowlu is my go-to for this. It's so flexible, both in publishing my info as well as who I make that info available to.

Nachteile

There are a lot of features. I plan to dive in and tackle more of the learning curve in the future and unlock even more value with the platform, and start using features like the CRM and the task management.

Vorteile

Flowlu offers us with high standard task planning tools that allows us to lay efficient work plans for our daily routine tasks. It allows us to bring all the departments together under one working roof which help us to collaborate in offering our customers the best hospitality services. Flowlu work tracking tools allows us to monitor progress of our tasks in real time in order to make everything is progressing according to the work schedule.

Nachteile

I cannot single out a single thing that is not pleasing about Flowlu. All features has been working so efficiently and there been no issues.

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

I like Flowlu’s comprehensive suite of widgets to cover all of the necessady business functions for a consulting firm’s operation. Not only that, the fact that you can addortake away any feature based on how your business is efficient.

Nachteile

I wish the Flowlu platform allowed the entry of various bill rates for each user.

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

Warum Flowlu gewählt wurde

Gründe für den Wechsel zu Flowlu

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

Warum Flowlu gewählt wurde

Gründe für den Wechsel zu Flowlu

Vorteile

I love having the ability to get a full snapshot of my business from within a single app. I used to bounce around a CRM, PM, and accounting app which was a bit of a pain. This required Zapier automation in order to move data from one app to another. Now I can just use Flowlu's built-in automation sequences to seamlessly move clients from CRM to projects.

I also love the Project Workflows option. This allows me to templatize my projects in an easy to view way that I've never seen in other PM tools.

Nachteile

Not really a dislike, just waiting on more features like the client portal. [SENSITIVE CONTENT HIDDEN] and his team work hard and deliver pretty fast so I'm not too worried about it. Everything that we ask has either been implemented or put on the to-do list.

Vorteile

My headline says it all.

Flowlu truly is not JUST a CRM.

It's actually a holistic "all-around" business management SaaS.

So it has CRM functionalities, but that's not all.

Which is exactly why I got it!

From the first moment on when I logged in, I saw the UI which is SUPER clean! Now that's what I talking about!

But the actual big thing here is the vision this team has for Flowlu.

From what I can tell... from what I've seen and experienced so far...

This tool is quite unique.

They actually aim to create a COMPLETE SaaS tool that is not just CRM, ERP, or any one individual "corner" of the business SaaS landscape.

Flowlu actually already has all of the core functionalities that you'd be looking for in any CRM, but in addition to that, it has time tracking, invoicing, etc.

And all these together help you build a solid business on top of one SaaS that is going to swallow many competitors in the years to come.

...And one thing that was actually quite amazing!

At first when I read the comments here and saw people praising their customer support... I didn't really believe all of them.

But now that I've had some personal experience with Flowlu and the team, I can't but hit you with 5 tacos! You even responded to my "not so urgent" support ticket on Saturday, which I truly didn't expect :)

The support team is very kind and knowledgeable, they give you short and precise answers with clear instructions.

Now, what else could I wish for?

Well, not a thing!

Nachteile

Now, this is a tough one.

No joke.

As there is hardly anything I "dislike", which is super rare in SaaS tools.

Though if I had to mention one thing...

It would be the MAS functionalities.

...But then again, I didn't get Flowlu to do marketing automations.

But I wouldn't be surprised if they went ahead and implemented these functionalities into the tool in the years to come, as it would be very much in line with their vision for Flowlu.

So yes, I guess I could mention the MAS side as a "con", but they don't even claim to offer that so really I can't complain :D

In Betracht gezogene Alternativen

Gründe für den Wechsel zu Flowlu

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

> 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

I like the ability to add very specific details about my clients in the CRM. I can easily manage my clients based on these details, and it makes it easy to find which leads or clients I need to follow up with.

Nachteile

Sometimes the UI can be confusing. I've had times where things won't change or save because I'm not clicking in the right spot. One of my biggest compaints is that I used to have the ability to customize Flowlu much more when it came to the look (like custom colours in the pipeline/kanban boards), but inexplicably Flowlu has removed this ability.

Vorteile

Flowlu is a very comprehensive app. It has all the features you need to run you're business smoothly. I love that fact that they all work so smoothly together. And it has the flexibility to adapt to your needs (which is a must in today's ever shifting business landscape).

Nachteile

Because it's so comprehensive it can take a little time to learn how to use it properly, but they do have good guides to help you get up to speed.

Vorteile

Task Management & task tracking is easily monitored.Easy to analyse employee working status.Opportunities & sale funnel are more usefull to onboarding.Easy to collabrate in tasks .

Nachteile

nothing to dislike for my usage.It is usefull software to manage tasks.

Vorteile

Flowlu is fantastic tool which provide all in one solution to your project management and CRM needs. It's ease of use and deployment, great functionality makes it the best platform to be used.

Nachteile

Although it has been a great platform, some functionality needs more improvement in the features in invoicing and agile feature. Also the team need to extent the free trial period from 15 days to at least 30 to 45 days to figure out the right fitment of the product

Vorteile

Its pretty cheap to use and has a lot of features.

Nachteile

Its not perfect for my usecase as a german based webdeveloper. Invoicing and writing down client data for cold calls feels to slow to have fun with this CRM

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

The in-app messenger allows us to instantly communicate with the team so it has drastically reduced our texting and emails. The same can be said about the tasks management and file sharing. It helps us keep organized. All messages, files, documents and contacts are now all in one place. No more docs or spreadsheets.

Nachteile

What's missing is a Client Portal. One of the most critical features for any Business Management Software. I hope they can get this done sometime this year. Per their roadmap it looks like not until November 2021

In Betracht gezogene Alternativen

Zuvor genutzte Software

Vorteile

Everything about Flowlu stand out from it's counterparts but at the top of the list is ease of navigating through it's straightforward and perfectly designed UI. In layman's terms I like to describe Flowlu as a " jack of all trades". It 's comprehensive solution with soo many features useful for managing different business operations. From CRM , projects management to financial aspect. This saves us the first of having to run multiple tools. This platform has also include communication and collaboration tools that enable us to manage tasks and coordinate team on different projects. Including automation and workflows has helped with manual tasks saving us soo much time. Flowlu is accessible on mobile app which help us stay on top of our tasks. Lastly the reporting features ie gannt charts have been useful for managing resources for our projects and overall organization expenses

Nachteile

Though Flowlu is the star of the show there is still some room for improvement in some of it's aspects: I would want to see it incorporate more advanced reporting and analytics features because as it is right now I still have Microsoft Power BI installed for the purpose of analysis and reporting

Vorteile

Has all working tools in one place so no wasting time moving from one product to another. Real-time information sharing with the live chatting tool. It is easy to create and share invoices with our customers. Flowlu has very reliable work automation tools that save us time. It has great visualization tools like graphs for measuring work progress.

Nachteile

Flowlu is in a really good condition and it has not given us a chance to not like everything in it.

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

Flowlu gives us the freedom to customize our working space so as to match with our needs. It allows us to keep our project work well organized which makes tracking progress very easy. We are delighted by the customer support team who are very friendly to us. Sharing information and updates with workmates during projects is super easy.

Nachteile

Flowlu had passed our test and we are more than delighted with everything about it. No dislikes.

Vorteile

Flowlu provides us with an all-in-one platform where we get to facilitate our work from planning, tracking and managing our projects to offering our customers the most outstanding support services. It has an easy to use chatting tool that helps us to collaborative more effectively during our work. It is super secure and effectively safeguards all our information and data against any form of security breaches.

Nachteile

Flowlu customer support services has been outstandingly friendly and very reliable and has always been there for us whenever we reach out for assistance. There has been no major setback with Flowlu.

Vorteile

Flowlu user-friendly interface makes it easy to interact with. It has excellent team communication and information sharing functions that allows us to collaborate and operate as one team during projects. Has very strong security tools which keeps our information safeguarded at all times. It has excellent reports that allows us to track the progress of our projects in real time.

Nachteile

Flowlu has always perfomed so well everytime we have needed it. We have not had any major cases to raise concerns about.

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

Flowlu provides us a group chatting tool that helps us communicate and share information easily during our projects. It offers us with an amazing virtually shared workspace that helps us collaborate and work on our tasks as a team. It provides us with an easy to use dashboard that provides us great eyesight onto our projects performance and progress. It makes it easy for our team to plan and assign tasks.

Nachteile

We have had a very streamlined experience with Flowlu. There has been nothing negative that has concerned us and no dislikes.

Vorteile

Flowlu has an in-product time tracking function that allows us to keep an eye on our time consumption. It helps us to break down tasks and assign them to individuals. Flowlu collaboration space allows us to keep in touch with all parties during projects. It has great automations which saves us lot of time on repetitive tasks.

Nachteile

For all we have asked for from Flowlu, it has responded really well without any setbacks. There is nothing to like least about it.

Vorteile

The better side of using Flowlu has been the ability to unify every team member to collaborate on our projects. It also assist us to plan and organize our project work in a systematic way for better execution. Flowlu provides us with outstanding reporting tools that provides us with all the insights we need to know about our projects.

Nachteile

Flowlu hasn't had anything to dislike about. It always deliver and has a very friendly user interface.

Vorteile

Ease of sharing announcements using the real-time chat feature. Creating lecture plans and schedules using Gantt charts. Keeping track of students tasks with details about exact time spent on each assignment. Securely storing student records and information. There are automations workflows that speed up our recurring tasks.

Nachteile

We have been able to leverage Flowlu capabilities in managing our projects and students assignments without any issue at all.

Vorteile

The fascinating team tools that allows us to collaborate on our editing projects. Very easy to use work dashboards that help us plan and keep our work organized. Very informed project reports that provides us with real time visibility on our work progresses.

Nachteile

Flowlu is very flexible and has met all our needs perfectly. We have not had any complaints.

Vorteile

Flowlu easy to use team communication tools allows us to keep in touch with each other during our projects. The task dashboards are well organized which makes it easy for us to monitor our work progress. Flowlu has a very easy to use interface and very effective security tools which keeps our project details safe.

Nachteile

There has been no mistakes with Flowlu to this particular moment. It has not given us room to not like everything.

Vorteile

Flowlu project dashboards are the best thing we have experienced when working on our projects. It make it so easy for us to gain transparency on all our project information under one place. Flowlu has a very secure space that helps us keep our data safe. Very fabulous team engagement tools that makes our collaboration during projects very easy.

Nachteile

The experience has been very seamless. No cons to single out.

Vorteile

Its flexibility made it possible for us to customize it to fit our specific and exact project management needs. The dashboard is very clean and it makes everything easy to find. Formulating work plans and tracking their progress is a such a breeze with Flowlu. Has nice tools for sharing updates to keep everyone involved in the project well informed.

Nachteile

Since day one, we have never struggled at anything with Flowlu. Absolutely no dislikes.

Vorteile

Flowlu offers us one single platform to carry out and manage all our operations from one place without having to jump from product to product. Every assistance we have ever needed from Flowlu has been timely provided us by the always available support experts. Has a CRM function that help us delivery excellent support services to all our patients.

Nachteile

Honestly there has been no cons. Flowlu has shown us the true definition of perfection.

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.

Vorteile

The support services are very reliable and easy to get anytime we need assistance. Has amazing tasks planning tools like Gantt charts which helps us plan for all our activities. Flowlu offers task automations which helps us save time when performing the repetitive tasks.

Nachteile

There is nothing about Flowlu that is difficult to deal with. All has been good and nothing to hate.

Vorteile

I like that we can keep everything in one place. Our team particularly likes the knowledge base functionality- it makes our work much easier and saves us time.

Nachteile

It takes a bit of time and effort to learn and master this tool. But it's worth it.

Vorteile

I liked the interface and ease of access to all menus, we don't need to waste time on tutorials to learn about the Flowlu platform.

Nachteile

Comparatively project management is good compared to other software.

Vorteile

When it comes to managing a company, Flowlu is a top choice. To-do lists, projects, customer relationship management, managing teams, tracking budgets, etc., can all be managed efficiently.

Nachteile

Some of the features can be stiff, and the staff should do a better job of considering customer feedback. However, these issues are minor and will not have a major impact on daily operations. It's more like giving tips for improvement on a steep slope to a drill sergeant.

Vorteile

Flowlu delivers most of the features we were looking for and their Team is constantly adding more functionality.

Nachteile

Connecting to Quickbooks is a feature they have in their future.

In Betracht gezogene Alternativen

Vorteile

Flowlu is a tool that helps small and medium-sized businesses structure their internal work, providing different users with the ability to monitor the various tasks to be carried out in an updated and synchronized manner. Its CRM is well organized and allows you to integrate with many tools, finding a contact is really easy and fast.I find its invoicing and invoice creation system very practical and solves most problems, with an incredible saving of time. His tutorials are complete

Nachteile

I didn't find any particular problems, paradoxically the thing that can leave you confused and the large amount of tools it offers, but obviously this is only a positive thing.

Vorteile

The UI for Flowlu is quite good, in that you can navigate quite easily / it only takes a few clicks to get between everything. There's a lot of different features, so it'll cater to small and larger businesses.

Nachteile

I found that without updated guides (all of the guides at the time were from before they did a UI overhaul), it was too complicated for me to figure out how to use for my simple use case. There's a good Facebook group with an active community, and they tried to help, and I even reached out to support who tried to help, but I just couldn't wrap my head around everything. I think that's more of a me problem than a Flowlu problem, though.