Business Flow with Flowlu!
June 01, 2021

Business Flow with Flowlu!

Sonia Zoglauer | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Flowlu

Flowlu is exactly what my company and team needed to keep organized. Our entire company uses Flowlu; the ability to stay in Flowlu while interacting with our team is critical, and Flowlu provides team collaboration via private, team, or group chat.. Flowlu is a comprehensive business and communication solution that enables our team to swiftly and effectively complete projects for clients while also strategically resolving client difficulties.

Pros

  • Setup automations for client intake and sales funnels with ease.
  • Adding those bothersome business SOPs to Flowlu's Knowledge Base module was a breeze. Separate knowledge bases are possible with Flowlu, making it a valuable resource for team members and clients.
  • Interfaces with programs like Integrately and Zapier, you can customize practically everything and automate even more with other tools.
  • Through team, private, or group chat, you may collaborate with your team or clients.

Cons

  • Flowlu has video tutorials that include music and text instruction. I would rather have voice instruction in the video tutorials.
  • Integration with of an easy to use VoIP phone system/softphone to facilitate communication with clients outside of chat or email.
  • Implementing Contract eSignatures without 3rd party integrations.
  • Increased efficiency with client Intake automated workflows.
  • Increased sales with sales funnels automated workflow.
  • Increased efficiency with team communication has increased rate of project completion.
Flowlu is quick and easy to use, making it simple to configure and set up automations without a steep learning curve. To properly set up workflow automations in Dubsado and other CRMs, you'll need to devote a significant amount of time to tutorials and/or webinars, and even then, it appears that setups are more difficult and time consuming than they should or need to be.

Do you think Flowlu delivers good value for the price?

Yes

Are you happy with Flowlu's feature set?

Yes

Did Flowlu live up to sales and marketing promises?

Yes

Did implementation of Flowlu go as expected?

Yes

Would you buy Flowlu again?

Yes

Flowlu is simple to use but powerful; it allows you to customize almost everything and further automate with other tools because it integrates with apps such as Integrately and Zapier. I can't emphasize how simple this tool is to use, and it's a full business solution where the modules all work together to get work done strategically.
Flowlu support quickly responds to queries and support tickets. Additionally Flowlu has a Facebook group where Max the CEO is actively engaged, provides product update, and use case solutions.
Flowlu is simple to set up and offers a complete business solution, it features fully customizable integrated modules and the ability to automate operations such as client intake and sales funnels. Flowlu is infinite; it interfaces with programs like Integrately and Zapier, allowing even more automation via other tools.

If you need Client Portals, Flowlu currently does not offer this feature, but it does appear on their roadmap.

Flowlu Feature Ratings

Project Management
9.2
Task Management
8
Resource Management
10
Gantt Charts
9
Scheduling
10
Workflow Automation
10
Team Collaboration
10
Support for Agile Methodology
10
Document Management
10
Email integration
10
Mobile Access
8
Timesheet Tracking
9
Change request and Case Management
Not Rated
Budget and Expense Management
6
Professional Services Automation
8.3
Quotes/estimates
8
Invoicing
10
Project & financial reporting
7

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