Likelihood to Recommend Excellent software to increase sales and follow up with existing and new customers. Email and SMS handling are really easy for the sales team, managing leads is really great, and Close merges duplicate leads to help our Data Leads avoid repetitive and unnecessary calls. As mentioned in some comments before, must improve in reports, Close is not appropriate to handle or track agents' hours making it necessary to implement additional software to cover this area.
Read full review To manage the workflows of our business, we used a number of tools before we began using Flowlu. It combines CRM, project & task management, team communication, invoicing, and account management into a single tool. We are able to save a lot of time and effort by using this all-in-one solution.
Read full review Pros Email sequences. Create and send a sequence of emails until the sequence finishes or the contact replies to your email. You can also pause the sequence manually. Email sync. Syncs in real time with your email account, which is huge. Zapier integration. We've automated a lot of our pipeline management through the Zapier integration. This saves us soooo much time. Read full review 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. I really like its structure and clear interface. Not wasting much time by searching for the right buttons and settings. Looks like the developers use their own tool for everyday work Flowlu offers a custom domain option to fully integrate fully it into our company toolbox. This helps offering a seamless experience for our clients. The elaborated invoice module was the final argument for us to switch to Flowlu. Read full review Cons Make it so one can set the time at which the emails go out. Make it easier to set up my workflow. Joe Gatto VP of Marketing & International Business Development
Read full review Flowlu should allow user to import their own invoice into app Fellow should have their own email marketing system It should integrate woo-commerce, a big e-commerce platform on WordPress. This will support users will in managing and sending emails to their customers. Read full review Likelihood to Renew I have found Flowlu while searching [for] a collaborative tool for a friend's non-profit organization. As I read the description and made a trial test, I fell in love with the tool. So we are definitely going to renew. Not only because the delivered solutions are great but also because Flowlu's roadmap seems very [promising].
Read full review Usability It's my favorite CRM to recommend to sales organizations. Robust Telephony options including a Power Dialer, SMS, and Voice Drop, are completely integrated into the CRM. The kicker is you can have "Unlimited" contacts where many platforms charge based on the number of users. This can make a huge difference in monthly billing.
Read full review They have a great onboarding checklist and if you follow it you will be able to use the software. That is easy to use in my book. Flowlu has also the ability to turn on and off apps that you use or not which makes it tailored to the business needs.
Read full review Support Rating I haven't really had the need to use their support, but the only time I had an issue with the platform, the Close team was very attentive and responded in a short span of time. Also they take minimal time to solve issues. The only con here is there is no way to reach out to them apart from email.
Read full review Great Support normally they respond in a few hours, which is very good, the knowledge base is good and the facebook groups are also very responsive. We are finding many videos online which are explaining Flowlu more and more daily.
Read full review Alternatives Considered Pipedrive was great for us for a long time. We used it for over 4 years. Our product and process was simple. When things got more complex, we needed something that could handle our growing needs and
Pipedrive kept falling short. We built our own custom solution in
Airtable and though it worked, we spend a lot of time managing it. Close was able to solve all our issues and save us hours per week in admin work.
Read full review Flowlu is easier to use and has more features, with more coming.
ClickUp feels like it's more 'open' for any type of business with a lot of customization, whereas Flowlu feels like it was created for niches like my own, yet it can easily and quickly be customized for any type of business
Read full review Return on Investment Positive - It's much easier now with Close.io to make sure that no deal falls through the cracks. Therefore helping us recover lost revenue. Read full review Time invested in learning the app was huge, there's no go-to resource center and currently their knowledge is scattered (YouTube videos, Knowledge Base, API docs etc) We are able to cancel subscriptions of some of the other CRM and project management apps as the needs are covered by Flowlu There's a significant productivity boost after learning the app but this is not quite measurable just yet Read full review ScreenShots