Flowlu vs. Maximizer CRM

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.

It was not a good experience. Nothing was as advertised, from the user experience to the security of purchase. The address book was not able to be converted from the Leads module and the maps feature wasn’t able to connect from Leads. The mobile version has a lot of bugs and isn’t very functional. They have a tutorial, yet [I think they] aren’t proactive in distributing it to new users. Their focus is on sales. And it’s not a very salable product in my opinion. The worst aspect of this company is that they aren’t risk free. If you purchase a year software and decide after a few weeks it simply isn’t for your company, there are no refunds. I had to initiate a chargeback with my bank after being told that “unfortunately, due to the terms and conditions...” No customer wants to hear that. [I feel] they tried to bully me into keeping their software. There are far too many options in 2021 for CRM to be forced into one, especially one so difficult to use. When I asked about a feature that I needed, I was told, “Perhaps later this year...” Not what I need if I’m paying good money for a software. Their sales VP wouldn’t call me when I requested a call after being denied a refund. When I went through their main website again after my experience with Maximizer, I [felt] that everything they advertise is not in line with the product they put out. They say that there’s a free trial available. Not the truth [in my experience]. This maybe would have been a good CRM in say, 1999. [I think] it’s antiquated and didn’t serve the needs of my business. I used well-known CRM previously and didn’t find Maximizer to be better than the free version of that one. There was a disconnect in usage that wasn’t able to be overcome by myself or my employees in several weeks of trials.

• 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.

• Shared Calendar
• Customer Service cases
• Common database of customer information

Incentivized

• 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.

• Handling large data. Maximizer needs to improve on this.
• Add additional user-friendly shortcuts for the most frequently used functions in the web version.
• There is no mark for deletion option. They need to provide a way to delete without physically deleting records.

Incentivized

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].

We are heavily entrenched in Maximizer and trying to pull our data out and into another CRM, with the same amount of customization and workflow would take a lot of effort.

Incentivized

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.

The CRM didn’t have the capability I expected

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.

Incentivized

The support staff are very knowledgeable and competent. Never really had an issue with them not knowing what they are doing.

Incentivized

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

We chose to go with Microsoft Dynamics CRM over Maximizer because of the customization and marketing options that were associated with Dynamics. The ease of use with Maximizer, however, was far better than that of Microsoft Dynamics.

Incentivized

• 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

• It allows us to maximize our service billing
• It is easy to generate service quotes
• It is easy to follow up on leads.

Incentivized