Likelihood to Recommend 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 Zendesk sell is best for organizations that want a clean and simple, yet powerfully effective CRM tool. It's intuitive, extremely user-friendly, supplies lots of video tutorials and access to the California team for FAQ's, and has all the features other, more complicated, expensive CRM's have. Great for institutions that have a need to tailor their database to fit your needs; and track sales, tasks, and pipeline projects in graphic form. It's affordable and has a great app for mobile phones that allows access to contacts, notes, tasks, and a workable platform while on the go in real time. It's simple to teach new users how to navigate and utilize. Adding or deleting users is simple, and access to the CRM information can be limited/private or made public for the entire team to access. Not as costly as some of the competing products, so if you are on a tight budget this may be the tool for you.
Read full review Pros 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 My favorite piece is the Tasks connected to the Clients OR the Deals themselves that keep the process moving with the right steps, and helps our team from doubling our work, or missing a piece that is crucial for the completion of the sale. The email integration helps to keep all things housed in one place also, so that you're not bouncing back and forth in multiple platforms to stay on top of the orders. Customizations are a HUGE part of why we use Base CRM right now. We can make sure we are recording all of the right information, and not wasting time by having to fill in or skip over content that doesn't apply to our business model. I also like the ability to tied Deals to multiple people, especially as Referrals come across, so we don't forget how we got in touch with different clients. Read full review Cons 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 There was no ability to add prospects from a company domain or email to auto-fill any data. You had to type in all of the data you gathered about that prospect. The default only gave you two phone numbers for the company, too few. 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 We have moved on to a more robust option of CMS.
Read full review Usability 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 I received about two hours worth of training on Zendesk Sell (formerly Base CRM). I will say it's a clean look and the ability to change views is extremely helpful. I do wish there were other features that allowed the views to be more simplistic. Some views can be overwhelming to look at. Nevertheless with the minimum training, I am still able to navigate through Zendesk Sell (formerly Base CRM) successfully due to the ease of usability.
Read full review Support Rating 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 Due to the ease of the product, I have not had the chance to reach out to support yet. I’ve had no reason. The resources provided to clients are extremely helpful and detailed. So far my questions have been pretty basic and I generally just ask my colleague or teammate. They're able to assist with the answer.
Read full review Online Training This product has a great backing of users, but needs more options direct from Base CRM on all operations of the software. YouTube videos do a great job of helping implement, and the back end support is a great help as well. The CRM is a great free option, and should be treated as such.
Read full review Implementation Rating Simple, and straight forward.
Read full review Alternatives Considered 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 Simpler than most CRMs, which can be good if your sales team is not very tech savvy. We switched to
HubSpot which provides a lot more value than Base did, but it isn't right for everyone.
HubSpot is focused on capturing in-bound leads and has its own flaws and limitations, but overall it's a better fit for our needs.
Read full review Return on Investment 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 Using Base has allowed us to double the number of active sales and partner engagements that we can keep track of and make progress on. This has led to us being able to follow up on many smaller deals that were falling through the cracks. Matt Meinel SVP Sales, Business Development, and Solutions Architecture
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