Flowlu vs. Unanet CRM by Cosential

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.

I believe it is well suited for large companies or companies that use many different platforms to track and display data because of the ways Unanet can connect across platforms. If your company tracks projects associated with clients to plan workflow and business development opportunities, this is a great CRM to use. It is very user-friendly and the team at Unanet works well with our internal partners to maximize efficiency and provide us the customizations that we need

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• 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.

• Inputting of companies and leads who may become prospects.
• Creating specific opportunities for construction projects.
• Tracking opportunities through the entire sales cycle.
• Inputting detailed notes and activity by the Sales team.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• 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.

• The open software is somewhat difficult to master as an administrator.
• Report writing could be more intuitive.
• The company seems to cater to larger users.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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].

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.

Unanet is user-friendly and a very “smart” platform. I took off one point for the issues we seem to run into every couple weeks in which certain features are glitchy and unable to be used for a couple hours. They are fixed quickly, but it is frustrating in the moment

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

My original trainer / implementation specialist was fantastic. That relationship has continued, even though I have been officially handed off to the customer service side. The customer service side seems to have higher turnover than normal, but in general they are also very supportive, although not as responsive as I might like.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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

I have not used other CRM systems because all of my employers have used Cosential

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• 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

• Allowed for common tracking by business developers in different regions.
• Helped us quantify effort.
• Provides great reports for management.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info