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

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.

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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.

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Gründe für den Wechsel zu Flowlu

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

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 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

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

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

I've used and managed several CRM solutions. Many CRM providers nickel and dime you. What attracted us to Flowlu was its competitive pricing and its deep and comprehensive features. Flowlu is an all-encompassing CRM solution for a fraction of the cost of its competitors.

Nachteile

All comprehensive CRMs are complex. Helping our consultants to learn how to use the system, and it's reach feature set, took some time.

Vorteile

Finally, a software that ticks all of our boxes. As a volunteer non-profit community organization, we have different needs than the average user. I've tried a ton a PM systems to try and find one that meets all our needs (including many we could never afford) and Flowlu has done it!
The functionality of the calendar is perhaps most critical to us, and Flowlu's calendar (and option for volunteers to add their personal calendars) is exactly what we were looking for (surprisingly hard to find!)

Having functional apps (both android and apple) was also a definite must as not all of our board members or volunteers have access to a desktop. Flowlu's apps are top-notch and do not sacrifice large portions of the software like many others do. This makes Flowlu more accessible and a better fit for community work.

The kanban option works well and allows us to better collaborate on event planning. Other main features we love include the ability to comment and tag (on pretty much everything), the real-time chat for collaboration, and the ability to invite our external volunteers to a closed space to engage in specific event planning.

Nachteile

We love everything so far. We would like to see the option to add/remove fields in profile customization, to (particularly the option to change the gender box to custom field for our trans and non-binary volunteers). We would also love to see the option to build a booking form through Flowlu that populates the "company" calendar; however, we've found workarounds with other programs for now. We'd also love to see more customization options that aren't dependent on pre-built workflows (and more customization within the workflows), so we can better customize the aesthetics of our projects (color coding for clarity, option to match our branding), and a clearer and easier way to choose whether task cards in kanban view display subtasks (without clicking on the specifics of the card), but those are tiny asks! We are very happy!

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Gründe für den Wechsel zu Flowlu

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.

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Warum Flowlu gewählt wurde

Gründe für den Wechsel zu Flowlu

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.

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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

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

One of the best easy and simple task management software.We can integrate easily with another software. They provide Unique key for all kind of features It's helps to manage crm,task,project, collaboration and etc

Nachteile

They are still in implementing there features and still I don't have any issues with flowlu.

Vorteile

One feature that I love is the notes feature. I can easily jot down notes during my meeting with the client, or my ideas, or links that I wanted to bookmark. Though some feature may sound like overkill for me as a freelance, as I have said above, knowing that there are KB, Record lists, products, workspaces, I know I can expand and eventually turn into a company. I also love the time tracking feature. Not only the projects and tasks from clients but also my own tasks. I love that I can know how much I spend to a certain personal task. It helps me a lot to be productive.

Nachteile

One feature maybe that I’m missing is the ability to have a table view in my tasks and projects. You know guys, take what Clickup, Asana, and all other major apps has out there and make it better. I would also like to have a focus mode where I can easily toggle to have a focus only on the tasks that I wanted to do that day. Think of Focuster, or the Home view in Clickup, also have a little inspiration in Evernote. Or the My Day in the Microsoft To-Do App. As you can see, I’ve been through a lot of these apps so I hope you listen to what I recommend.

Is there an ability for a custom on-boarding for a new member? I don’t know coz I am using the software solo. But this is the one I can see that will happen in the future. What If I add another team, I don’t want to teach everything from ground up. Maybe that’s why there is KB? I don’t know. So at leas have the onboarding questionnaire if we are a solo or a team, then based on the answer, certain apps will be turned off by default but users can always toggle them all on if they want so. Again, I am still learning the software so maybe these functionality is hidden somewhere there I just don’t know.

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.

Vorteile

It allows us to manages almost all aspects of our business from one place, and has saved us a great amount of money in subscriptions.

Nachteile

While development pace is steady, it's a little slow. As is the product's loading times and speed.

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

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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

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 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 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

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 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

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

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 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

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

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

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

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

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

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

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

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.

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 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

Su sencillez de uso, es muy amigable. Y la configuración y puesta en marcha muy sencilla. Calidad precio 10/10.

Nachteile

No se puede sincronizar con office 365 y no tiene idioma español con lo que la adaptacion a los estandares nos cuesta mas. Aunque esto esta en el roadmap.

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