What users are saying about
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54 Ratings
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29 Ratings

Flowlu

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54 Ratings
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Score 9.7 out of 100

Method:CRM

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29 Ratings
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Score 8.4 out of 100

Likelihood to Recommend

Flowlu

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.
Anonymous | TrustRadius Reviewer

Method:CRM

Method[:CRM] is well suited when you have a large company that needs to keep track of customers. It also connects with Quickbooks and that has really been nice for our organization. Our company is small so this really helps us stay on track and build our data base of customers.
Lauren Hamby | TrustRadius Reviewer

Feature Rating Comparison

Project Management

Flowlu
8.0
Method:CRM
Task Management
Flowlu
8.4
Method:CRM
Resource Management
Flowlu
7.9
Method:CRM
Gantt Charts
Flowlu
8.0
Method:CRM
Scheduling
Flowlu
8.1
Method:CRM
Workflow Automation
Flowlu
8.1
Method:CRM
Team Collaboration
Flowlu
8.3
Method:CRM
Support for Agile Methodology
Flowlu
8.2
Method:CRM
Support for Waterfall Methodology
Flowlu
7.7
Method:CRM
Document Management
Flowlu
7.6
Method:CRM
Email integration
Flowlu
8.3
Method:CRM
Mobile Access
Flowlu
8.1
Method:CRM
Timesheet Tracking
Flowlu
7.8
Method:CRM
Change request and Case Management
Flowlu
7.8
Method:CRM
Budget and Expense Management
Flowlu
7.7
Method:CRM

Professional Services Automation

Flowlu
7.9
Method:CRM
Quotes/estimates
Flowlu
8.0
Method:CRM
Invoicing
Flowlu
8.1
Method:CRM
Project & financial reporting
Flowlu
8.0
Method:CRM
Integration with accounting software
Flowlu
7.5
Method:CRM

Sales Force Automation

Flowlu
Method:CRM
7.8
Customer data management / contact management
Flowlu
Method:CRM
9.9
Workflow management
Flowlu
Method:CRM
7.7
Territory management
Flowlu
Method:CRM
1.8
Opportunity management
Flowlu
Method:CRM
8.5
Integration with email client (e.g., Outlook or Gmail)
Flowlu
Method:CRM
7.4
Contract management
Flowlu
Method:CRM
8.7
Quote & order management
Flowlu
Method:CRM
9.9
Interaction tracking
Flowlu
Method:CRM
8.0
Channel / partner relationship management
Flowlu
Method:CRM
8.2

Customer Service & Support

Flowlu
Method:CRM
10.0
Case management
Flowlu
Method:CRM
10.0
Call center management
Flowlu
Method:CRM
9.9
Help desk management
Flowlu
Method:CRM
10.0

Marketing Automation

Flowlu
Method:CRM
7.9
Lead management
Flowlu
Method:CRM
8.8
Email marketing
Flowlu
Method:CRM
7.1

CRM Project Management

Flowlu
Method:CRM
8.4
Task management
Flowlu
Method:CRM
8.5
Billing and invoicing management
Flowlu
Method:CRM
8.9
Reporting
Flowlu
Method:CRM
7.7

CRM Reporting & Analytics

Flowlu
Method:CRM
7.4
Forecasting
Flowlu
Method:CRM
7.1
Pipeline visualization
Flowlu
Method:CRM
8.0
Customizable reports
Flowlu
Method:CRM
7.1

Customization

Flowlu
Method:CRM
8.8
Custom fields
Flowlu
Method:CRM
9.9
Custom objects
Flowlu
Method:CRM
10.0
Scripting environment
Flowlu
Method:CRM
7.8
API for custom integration
Flowlu
Method:CRM
7.5

Security

Flowlu
Method:CRM
9.1
Single sign-on capability
Flowlu
Method:CRM
9.1
Role-based user permissions
Flowlu
Method:CRM
9.1

Integrations with 3rd-party Software

Flowlu
Method:CRM
10.0
Marketing automation
Flowlu
Method:CRM
10.0
Compensation management
Flowlu
Method:CRM
10.0

Platform

Flowlu
Method:CRM
8.7
Mobile access
Flowlu
Method:CRM
8.7

Pros

Flowlu

  • 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.
Bernhard Wiesner | TrustRadius Reviewer

Method:CRM

  • The customization team is brilliant!
  • The various integrations, QBO & Gmail, help me keep track of all customer interactions.
  • The more organized I am, the more time I have to take care of my clients!
  • I have nothing but praise for the support team and the rest of the crew at Method.
Dorothy Sela | TrustRadius Reviewer

Cons

Flowlu

  • 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.
SUNNY NGUYEN | TrustRadius Reviewer

Method:CRM

  • I believe there is room for improvement with scaling down on the customizing (sometimes having too much isn't always a good thing)
  • The estimate creator in Method is not as fluid as making an estimate in QB. (moving lines around, adding lines, etc.)
Heather Sharbutt | TrustRadius Reviewer

Likelihood to Renew

Flowlu

Flowlu 8.5
Based on 3 answers
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].
Alexei Propartovich | TrustRadius Reviewer

Method:CRM

Method:CRM 8.0
Based on 2 answers
The things Method does well - QuickBooks data integration and extreme customization - it does very, very well. If you are looking for a CRM product or any business process automation software that integrates with QuickBooks, you have to look at Method CRM
Anonymous | TrustRadius Reviewer

Usability

Flowlu

Flowlu 8.5
Based on 49 answers
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.
Anonymous | TrustRadius Reviewer

Method:CRM

Method:CRM 8.5
Based on 17 answers
Method has a great overall "usability". Once we started using the software; it did not take long before we were able to start editing our own web lead forms, email templates, etc. I think there is a learning curve however the learning curve is not bad. Anyone looking for a cloud CRM should start here
Joey Diaz | TrustRadius Reviewer

Support Rating

Flowlu

Flowlu 8.6
Based on 49 answers
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.
Deepak Baanga | TrustRadius Reviewer

Method:CRM

Method:CRM 9.1
Based on 18 answers
The support is great. They are on the line within minutes and share screen to figure out the problem immediately. I would highly recommend this product for that reason. I do wish the customization was a bit easier to use; however, with fewer settings that are available to the end user and an easier way to read the customization.
Anonymous | TrustRadius Reviewer

Implementation Rating

Flowlu

No score
No answers yet
No answers on this topic

Method:CRM

Method:CRM 9.0
Based on 1 answer
Be available to learn! There is a huge learning curve to this program. You have to be willing to take it all in. Be available to the Method expert and be patient.
Denice Castillo | TrustRadius Reviewer

Alternatives Considered

Flowlu

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
Anonymous | TrustRadius Reviewer

Method:CRM

Method is by far the easiest of all platforms. It brings a lot of great features that Salesforce has as well as email campaign features like constant contact, all in one. The only thing I would add would be more reporting and custom report capability.
Anonymous | TrustRadius Reviewer

Return on Investment

Flowlu

  • 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
Dinakar Sakthivel | TrustRadius Reviewer

Method:CRM

  • Method:CRM has probably saved me about 6-10 hours per week over the past few years.
  • It has likely saved our company several hundred hours in the last 10 years.
  • It has specifically saved us countless hours with better data management vs. having separate spreadsheets for keeping track of things.
Anonymous | TrustRadius Reviewer

Screenshots

Pricing Details

Flowlu

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Flowlu Editions & Modules

Additional Pricing Details

Method:CRM

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

Method:CRM Editions & Modules

Edition
Contact Management$251
CRM Pro$441
  1. per user per month
Additional Pricing Details

Rating Summary

Likelihood to Recommend

Flowlu
8.6
Method:CRM
9.6

Likelihood to Renew

Flowlu
8.5
Method:CRM
8.0

Usability

Flowlu
8.5
Method:CRM
8.5

Support Rating

Flowlu
8.6
Method:CRM
9.1

Implementation Rating

Flowlu
Method:CRM
9.0

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