Moved from Zoho to Flowlu and haven't looked back
August 13, 2021

Moved from Zoho to Flowlu and haven't looked back

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Flowlu

I moved my client to Flowlu for CRM from Zoho CRM and am very pleased to say it is much easier to use. We're looking forward to some additional functionality in the reporting sections, but is extremely positive with the functions and usability of the system. Issues that we had with Zoho that took very long hours to work through were super simple on Flowlu--like blueprints and sales processes. The biggest issue we had was importing and matching Zoho records. There are two features I believe are planned for Flowlu that weren't available at the time of import: import dropdown fields and multi-check boxes, even though we had the custom fields in Flowlu prior to import.
  • Usability is fabulous compared to so many CRMs--love it
  • Multi view and connection between accounts, contacts, opportunities, projects
  • Workflows and sales processes are super simple
  • Bulk Import of attachments matched to an account or contract would be super useful
  • Bulk change of checkboxes
  • Reporting in the CRM - user defined reports
  • Time to update CRM
  • Ease of use by entire team

Do you think Flowlu delivers good value for the price?

Yes

Are you happy with Flowlu's feature set?

No

Did Flowlu live up to sales and marketing promises?

Yes

Did implementation of Flowlu go as expected?

Yes

Would you buy Flowlu again?

Yes

Very easy to use and update
Very responsive; it would be good if it was available 24 hours a day, but so far it's good.
CRM and project management, which we've used it for, so far are excellent.

Flowlu Feature Ratings

Task Management
8
Resource Management
7
Gantt Charts
7
Scheduling
8
Workflow Automation
10
Team Collaboration
8
Support for Agile Methodology
Not Rated
Support for Waterfall Methodology
Not Rated
Document Management
5
Email integration
6
Mobile Access
Not Rated
Timesheet Tracking
6
Change request and Case Management
Not Rated
Budget and Expense Management
Not Rated
Quotes/estimates
Not Rated
Invoicing
Not Rated
Project & financial reporting
Not Rated
Integration with accounting software
Not Rated