In today’s dynamic and rapidly changing business landscape, having a versatile, efficient, and user-friendly management tool is paramount. Enter Flowlu – a solution designed to meet these demands head-on, with its array of features aimed at simplifying project management, financial tracking, and fostering seamless team collaboration.
Within this assessment, we’ll delve into Flowlu’s strengths and weaknesses, dissect its pricing model, and provide insights to aid you in assessing its suitability for your business requirements.
What is Flowlu CRM?
Flowlu is an all-inclusive business management solution encompassing CRM, project management, collaboration tools, and financial management. It empowers users to plan, organize, and monitor all business processes from a unified platform. True to its name, Flowlu ensures seamless integration between business modules, resulting in an optimal user experience. Renowned for its high customer satisfaction, Flowlu boasts a rating of 4.8/5 stars, making it one of the top choices for CRM solutions in the market. Tailored to suit the needs of small to midsize businesses, Flowlu offers an entry price of US$29 per month.
Ease of use and customization are key features of Flowlu. Drawing inspiration from the Japanese term “Kanban” meaning “visible sign,” Flowlu incorporates this functionality across its platform, allowing users to organize pipelines, tasks, and projects into movable Kanban-style tiles. This not only enhances visibility and transparency but also enables users to effortlessly transition between different stages. Additionally, Flowlu provides alternative views such as Gannt charts and traditional list formats to cater to diverse preferences. With customizable features including fields, pipelines, deal stages, automations, and projects, Flowlu offers a flexible platform that adapts to individual workflows.
In terms of CRM, Flowlu offers a robust solution, with complimentary access for up to two users.
Key Features Of Flowlu
- Contact Management: Flowlu’s CRM seamlessly integrates with email, telephony, social media, and SMS, ensuring that every interaction moves your customer further down the sales pipeline while allowing you to effortlessly stay on top of all client communication.
- 360-Degree Client Profiles: Beyond interaction history, Flowlu provides comprehensive client profiles that include deal stages, associated projects, outstanding invoices, and more. This 360-degree view empowers you to understand every detail about the customer and their value to your business.
- Sales Stats: Gain insight into your sales cycle and customer journey with Flowlu’s robust sales metrics, including conversion rates, lost opportunities, and average time to close. Enjoy the added benefit of multiple pipelines without the premium charge common with other CRMs.
- Task Management: Customize your task management experience with Flowlu, ensuring your focus remains on priorities without constant distractions. Kanban views offer visual representations of tasks, allowing you to set, delegate, and monitor progress with ease.
- Automation of Repetitive Tasks: Streamline standardized business processes with Flowlu’s automation rules, automating actions such as emailing qualified leads or issuing invoices upon project completion. Integration with leading financial platforms simplifies payment processes and offers automated recurring invoicing.
- Financial Management: Flowlu seamlessly integrates with leading payment platforms and offers its own financial management tools, simplifying revenue reporting, expense tracking, and cash flow forecasting.
- Project Management: Enjoy comprehensive project management with Flowlu, where CRM integration ensures a seamless transition from deal closure to project initiation. Set up project workflows to streamline processes and track progress effortlessly with Kanban boards and mind maps.
- Collaboration Tools: Enhance teamwork with Flowlu’s collaboration tools, including a company feed reminiscent of social media platforms, instant messaging, and workspace apps that facilitate seamless coordination and information sharing among departments and teams.
Flowlu Pricing
Flowlu offers a range of plans tailored to diverse business needs and budgets. Here’s a breakdown of features and pricing for each plan:
1. Free Plan:
Ideal for individual entrepreneurs or small startups, the Free Plan provides essential management tools for up to two users at no cost. It’s perfect for those starting out with project and client organization.
- Cost: $0 per month
- Features:
- Two users
- 1GB storage
- Unlimited projects and tasks
- Unlimited contacts
- CRM automation
- Invoicing and online payments
- Expense tracking
- One project template
- One knowledge base
2. Team Plan:
Suited for small teams or growing businesses, the Team Plan offers expanded capabilities with more users, storage, and enhanced features like client portals and task automation.
- Cost: $29 per month (billed annually)
- Features:
- Eight users
- 10GB storage
- Unlimited projects and tasks
- Unlimited contacts
- CRM automation
- Client portal
- Invoicing and online payments
- Expense tracking
- Three project templates
- Two knowledge bases
- Task automation
- API and webhooks
- Email integration
- Time tracking
3. Business Plan:
Designed for mid-sized businesses, the Business Plan supports larger teams with increased storage and user capacity, along with extensive project management tools and CRM automation.
- Cost: $59 per month (billed annually)
- Features:
- 16 users
- 50 GB storage
- Unlimited projects and tasks
- Unlimited contacts
- CRM automation
- Client portal
- Invoicing and online payments
- Expense tracking
- Three project templates
- Two knowledge bases
- Task automation
- API and webhooks
- Email integration
- Time tracking
- Custom fields
- Telephony integration
4. Professional Plan:
Tailored for larger businesses and professional service providers, the Professional Plan offers extensive user access and advanced features like custom fields and advanced reports for comprehensive management and customization.
- Cost: $119 per month (billed annually)
- Features:
- 25 users
- 100 GB storage
- Unlimited projects and tasks
- Unlimited contacts
- CRM automation
- Client portal
- Invoicing and online payments
- Expense tracking
- 20 project templates
- Unlimited knowledge bases
- Task automation
- API and webhooks
- Email integration
- Time tracking
- Custom fields
- Advanced reports
- Custom logo
- Telephony integration
5. Enterprise Plan:
Offering unlimited users, significant storage, and advanced features like IP whitelist and custom domain options, the Enterprise Plan is tailored for large enterprises or organizations with extensive operational needs.
- Cost: $199 per month (billed annually)
- Features:
- Unlimited users
- 1000 GB storage
- Unlimited projects and tasks
- Unlimited contacts
- CRM automation
- Client portal
- Invoicing and online payments
- Expense tracking
- Unlimited project templates
- Unlimited knowledge bases
- Task automation
- API and webhooks
- Email integration
- Time tracking
- Custom fields
- Advanced reports
- Custom logo
- IP whitelist
- Custom domain
- Telephony integration
Pros & Cons Of Flowlu
Pros
- Robust Project Management: Flowlu is renowned for its robust project management capabilities, offering features such as priority setting, manager assignment, and progress and financial tracking. Its intuitive Kanban board allows users to effortlessly monitor project statuses, categorize them by phase (e.g., Planning, Testing, Release), and tick off completed tasks from the to-do list.
- Comprehensive Project Management: Flowlu integrates every aspect of project management, including time tracking, document management, event scheduling, and client invoicing, into one platform, providing a seamless experience for users.
- Efficient Financial Management: Flowlu eliminates the need for separate financial management software by offering reliable tools to manage and track project revenue and expenses. Colorful graphs and charts provide clear insights into income, expenses, and account balances, while functionalities like estimate creation, invoice generation, and online payment acceptance streamline financial processes.
- Task Management Excellence: Task management is simplified with Flowlu’s tools for task creation, scheduling, and delegation. Users can break tasks down into subtasks, create templates for recurring tasks, and collaborate with team members through notes, feedback, and tagging features.
- Seamless Email Integration: Flowlu seamlessly integrates with email accounts, allowing users to link emails to tasks and projects for improved organization and follow-up capabilities.
- Enhanced Collaboration Tools: Collaboration is facilitated through user profiles, group chats, and project communication channels, eliminating the need to switch between multiple apps. With features like team chat, project chat, comments, and mentions, users can manage and collaborate on projects efficiently within a single platform.
- Tailored Solutions: Flowlu offers solutions tailored for teams of any size, including Marketing Agencies, Building & Construction firms, and IT Departments.
- Innovative Mind Mapping Tool: For visual thinkers, Flowlu provides a mind mapping feature to visually organize and present ideas and strategies. This feature aids in better idea organization and facilitates easier sharing and collaboration within teams, particularly beneficial for complex projects where visual representation enhances understanding.
Cons
- Limited CRM Capabilities: Flowlu’s CRM functionalities might not match up to those of specialized CRM platforms, particularly for larger enterprises with a strong emphasis on sales and marketing. It caters more towards smaller businesses and lacks the comprehensive suite of features that larger enterprises may require.
- Learning Curve for New Users: Despite boasting a user-friendly interface, the initial setup and exploration of the platform’s extensive features can be daunting for new users. There’s a substantial amount to grasp, which can take some time. However, it’s worth mentioning that the company provides a knowledge base with categorized articles to aid in getting started. Additionally, there are various customer service options available, including online support chat, email assistance, and a contact form on the website.
- Limited Native Integrations: While it does integrate with popular tools such as Slack, Mailchimp, and various payment gateways, Flowlu’s integration options are relatively restricted overall. In categories like email, telephony, and calendars, only a few integrations are available.
Final Thought
Flowlu stands out as a versatile and efficient business management solution, ideal for small to midsize enterprises aiming to optimize their workflow. With its emphasis on robust project management, efficient task management, and seamless team collaboration, Flowlu proves to be an invaluable asset for businesses seeking operational excellence.
In essence, Flowlu’s extensive range of features, flexible pricing plans, and intuitive interface make it a compelling choice for companies focused on enhancing operational efficiency and fostering effective team communication.