Flowlu

Pros: I have both Plutio and Freedcamp, but I feel they are so complicated to understand how to use it well. While Flowlu is very easy to use because it has a pretty and clean UI. I love many functions of Flowlu invoice, which I can add or remove items “tax, discount, pty” by clicking and choosing on tick boxes.

Cons: Flowlu hasn't integrated Zapier at this point. I hope they will have done it this year.

Having worked with multiple software applications and wasting time on inconvenient project management templates, I decided to find an all-encompassing solution that will unify the work of all departments, provide easy monitoring, integrate the invoicing system, and allow keeping track of the entire workflow of the company.

Flowlu became a perfect answer to all of my company’s needs. The CRM helped track and monitor sales prospects via the opportunities feature and automate and optimize the work of all departments and each employee in particular. The email and contact integration facilitated communication between team members and established a clear feedback line with customers. We have over 100 employees, which is why the possibility of assigning roles and access rights came in handy as well.

The mind map feature fits perfectly in our weekly brainstorming aimed at developing new business ideas and products. The visualization of plans and concepts with an option to assign tasks, update the information, and set icons proved to be an invaluable tool.

The calendar feature allows easy event planning with reminders sent to all the team members involved in the event.

With the finance feature, we integrated the invoicing system and payment gateways that our customers most frequently use.

I've used several project management systems and worked with many CRMs, but all suffer from the same problem—a lack of being able to envision the whole picture. Flowlu is a CRM, it is a project management system, but at its core, it is a business process builder.

I'm a huge fan of The E-Myth, and Flowlu is like a dream come true. Yes, it handles task management, time tracking, teams, and invoicing, but it also allows you to build out automations, design business processes, and keep a perfect bird's-eye view of the entire business. Plus it has mind mapping built in—a feature I didn't know I wanted in a tool like this.

I was using Infinity, SuiteDash, Trello... and Flowlu seems to have totally nailed it. It's an all-in-one platform with a lot of useful features: Task, CRM, Finance, Mindmap, Calendar, Agile Project, Report,... It's a super deal!

Finally, a CRM system that is above and beyond my expectations. Really simple to use and set up.

I have tested numerous open-source and paid solutions. The main problem is that most of them require an admin with [a] developer background for the initial setup and [customizations]. Flowlu just simply works without any installation needed. All the [customizations] are done with a very user-friendly menu. On-boarding with to-dos is a really good idea 😊

Flowlu unites a long list of applications needed to run a business or simply manage tasks, leads, opportunities, and for sure your teamwork. Our financial workflow is at the moment covered by other application[s]. But with Flowlu’s export option we can simply import the exported CSV in our software.

I really love the ability to add email accounts and roles for my team, which allows [them] to manage their signatures and automatically distribute incoming leads among my teammates.

Flowlu's recent feature allowed us to set our own domain, which is a really nice to have option, especially for the upcoming customer portal.