Flowlu Reviews and Ratings

Rating: 8.1 out of 10

Score

8.1 out of 10

Community insights

TrustRadius Insights for Flowlu are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

Comprehensive Solution: Flowlu has been widely praised as a comprehensive solution for project management and CRM software. Many users have expressed that it eliminates the need for multiple separate systems and integration efforts, making it an efficient all-in-one platform.

Customizable Apps: Reviewers highly appreciate Flowlu's ability to customize the apps used within the platform. This feature allows for a personalized experience, tailored to individual preferences and specific business needs.

Intuitive User Interface: Flowlu's user interface is often described as intuitive and simple. Users appreciate its clean design and customizable UI, which avoids overwhelming them with too many options. The user-friendly interface enhances usability and facilitates seamless navigation throughout the platform.

Reviews

50 Reviews

Great functionality, but beware....

Rating: 2 out of 10

Incentivized

April 12, 2022

Use Cases and Deployment Scope

We used Flowlu primarily as a CRM operating outside our ERP. The software is very functional and user-friendly - could be adapted to a number of applications. Although we opted not to use Fowlu long-term, it offered many of the features we were looking for. From a functional standpoint, it came down to a matter of preference. However, Flowlu customer service was lacking when it came to resolving a dispute regarding our membership.

Pros

CRM
Workflow Dashboards

Cons

Customer service
Automatic enrollment in auto-renewal

Likelihood to Recommend

Although the functional aspects of the software are very good, we were dismayed at the lack of accommodation from customer service. The auto-renewal policy is somewhat questionable, and Flowlu will refuse a request for a refund based on an unwanted auto-renewal. We had planned on possibly reintegrating Flowlu permanently once we had onboarded our new ERP in about a year, but we have opted for another solution with more billing transparency.

Verified User

Director (11-50 employees)

Vetted Review

1 year of experience

Comprehensive solution for project management and CRM

Rating: 10 out of 10

Incentivized

March 22, 2022

Use Cases and Deployment Scope

We needed a complete solution for online business management. Flowlu delivered it and more.

Pros

Flowlu is a comprehensive solution for project management and CRM software. Especially when you don’t want to have a dozen separate systems and drown in integration efforts.

Cons

Although most functions are well documented, some features require reaching out to support to set up correctly.

Likelihood to Recommend

The interface is easy to use and there are some amazing features such as fully automated task-flow INSIDE the system itself. It also has enough customization capabilities so that you can adapt it to your business needs.

Tomas Vadminas

CEO at Astimex (1-10 employees)

Vetted Review

1 year of experience

View profile

Moved from Zoho to Flowlu and haven't looked back

Rating: 9 out of 10

Incentivized

August 13, 2021

Use Cases and Deployment Scope

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.

Pros

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

Cons

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

Likelihood to Recommend

CRM and project management, which we've used it for, so far are excellent.

Verified User

Professional in Marketing (11-50 employees)

Vetted Review

1 year of experience

Easy to use, beautiful U.I design

Rating: 10 out of 10

Incentivized

July 14, 2021

Use Cases and Deployment Scope

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.

Pros

Flowlu support Invoice Custom Templates
They have their own CRM
Integrating with Syncspider, Pabbly and Integrately which support automation system well.

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.

Likelihood to Recommend

Flowlu is well suited to small and medium businesses because it has all-in-one function, including managing project, finance, collaboration with teamers. Also, Flowlu has a great roadmap, with many functions will be integrated in near future. In my opinion, I believe this app will develop further and bring more benefits to users.

SUNNY NGUYEN

Administrative Services Manager in Marketing at ELISIA (1-10 employees)

Vetted Review

1 year of experience

A Great Finance Tool!

Rating: 9 out of 10

Incentivized

June 23, 2021

Use Cases and Deployment Scope

I have been using Flowlu to run a small music school. This is my first all in one type tool, it was a bit overwhelming initially but getting the hang of it. The pros out weigh the cons as I save time and money in the long run. The accounting part of Flowlu is not as extensive as other tools I have used in the past but is adequate for us as we primarily need to deal with cash and bank transfers. It gives nice charts of cash flow, revenue and expenses. We are using it throughout our business and soon will try all of Flowlu's features. Rather than use Quicken and other software, we can just use Fowlu for all our needs. It is much easier to use than others and it will save us a lot of time in the long run.

Pros

All in One
Finance
Accounting
Project Management

Cons

A little difficult to find features in dashboard
Issues loading on old laptop
Features still being developed

Likelihood to Recommend

Flowlu is good for our small business as complicated financial transactions are not needed. I really like to have everything under one tool to save from switching apps and also to eventually save time and money in training and purchasing other software. They are still developing their features and in the future might be more appropriate for larger organizations that have complex and changing financials.

Calvin Sue

Researcher in Research & Development at Himalive (1-10 employees)

Vetted Review

1 year of experience

View profile

“Swiss Army Knife” solution we’ve been waiting for

Rating: 10 out of 10

Incentivized

June 22, 2021

Use Cases and Deployment Scope

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.

Pros

Convenient and feature-packed CRM
All-encompassing projects module allowing optimization and automation of the workflow
Possibility to set up financing system and payment gateways
Opportunities tools for keeping track of sales prospects
Mind map feature for brainstorming of creative ideas and business development strategies
Knowledge base providing guidance and help with any issue and question about the feature set up

Cons

The abundance of features may seem overwhelming at first if you don't have any experience working with CRMs

Likelihood to Recommend

Flowlu's CRM is perfect for monitoring the work of every employee with the report tool giving you a detailed overview of the projects they participated in and time spent on every task.

The mind map feature is perfectly suited for collaborative brainstorming of new ideas for products, services, general marketing and business strategies, and creating the concepts' visualization.

The calendar tool allows integration of Google Calendar and setting up events with reminders sent to team members involved in the project in question.

Stanislav Lisunov

in Marketing at Crowdo (51-200 employees)

Vetted Review

1 year of experience

Swiss [Army] Knife for B2B

Rating: 9 out of 10

Incentivized

June 22, 2021

Use Cases and Deployment Scope

As a large part of our organization, we use Flowlu to manage projects, CRM, manage accounts, assign invoices, and use mind-mapping as an additional tool for on-demand planning and review.

Pros

CRM
Project management
Mind-mapping
Invoicing

Cons

UI
Email management
More currencies

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.

Verified User

C-Level Executive in Product Management (1-10 employees)

Vetted Review

1 year of experience

Great Business Management Software , clean UI

Rating: 9 out of 10

Incentivized

June 22, 2021

Use Cases and Deployment Scope

Great business management software to handle all your needs. It has many apps we have not implemented or used. I believe it can be adapted to different industries. We mainly use our project management and knowledge base. We have created different dedicated workspaces based on department. Flowlu has been a real help monitoring and delegating tasks to team members.

Pros

Workspaces for different departments
Kanban board to track tasks
Project workflows to measure different stages and milestones

Cons

Client portal

Likelihood to Recommend

<h2>Flowlu is well suited for many industries as its customizable. We are IT service provider and we have adopted Flowlu to our need. Less apprioriate will be brick and mortar store.</h2>

Verified User

Advisor in Human Resources (11-50 employees)

Vetted Review

1 year of experience

All in one, very intuitive and feature rich tool...

Rating: 10 out of 10

Incentivized

June 21, 2021

Use Cases and Deployment Scope

We use Flowlu across the whole organisation to manage projects, CRM, our team members, tasks, and finance. This software is very powerful and full of features. This tool is all in one. It saves a lot of money as we dont need to have various tools for various business needs. Also we can manage projects, CRM, Tasks and finances in Flowlu.

Pros

Flowlu is very good in project management. Flowlu is the main tool being used for projects and task management.
We use our CRM in Flowlu. Flowlu has a feature enrich CRM
We use finance module for sending invoices and receiving the payments from our potential customers
Automation in Flowlu works well, very easy to automate workflow and processes

Cons

User interface could be improved
There is learning curve. Well explanatory tutorial and step-by-step guide could be provided
Flexibility in font size and invoicing should be given

Likelihood to Recommend

Flowlu is a feature-rich tool and it is well suited to manage projects, CRM, Tasks and finances. If you are a business or solopreneur and been using various tools to manage projects, tasks, CRM, and invoicing then Flowlu is all in one platform where you will find all tools and features in one place. You can automate your workflows and process in Flowlu as well.

Dr Javed Iqbal, PhD

MD in Product Management at Pacific Business Solutions Ltd (1-10 employees)

Vetted Review

View profile

Flowlu is a great all-in-one for running your business

Rating: 10 out of 10

Incentivized

June 19, 2021

Use Cases and Deployment Scope

I like that Flowlu is an all-in-one solution. Many other apps state this but they really fall short. Go get Flowlu! I really like the project management features as well as the CRM features. The invoicing is also a very nice way for me to run my business end-to-end. The communication features really help my team get dialed into our outreach and sales. The pipeline feature is a really nice feature too. It is amazing that other apps just focus on one thing and Flowlu has most of them included.

Pros

Project Management is a robust tool within Flowlu and we use it everyday
CRM is a key feature we use everyday to reach out and track client relationships
Invoicing within Flowlu is how we track expenses and invoice our customers

Cons

The current UI could use some updating
It would be ideal if the invoicing was a bit more customizable
There are a lot of menus; it would be ideal if the menu structure were a little simpler

Likelihood to Recommend

Flowlu will help with running any type of business. From customer onboarding to client relationships to deal tracking, all the way to invoicing and communicating with the customers and vendors. CRM, financials, project management, sales, basically running my business from all aspects of sales to communication with my team. I am now able to stop using multiple apps to get things done and get all of the work done under one hood.

John Hogarth 🇺🇸

CEO (Chief Executive Officer) in Corporate at LacrosseFLIX (1-10 employees)

Vetted Review

1 year of experience

View profile

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Reviews and Ratings

“Swiss Army Knife” solution we’ve been waiting for

Rating: 10 out of 10

Incentivized

June 22, 2021

Use Cases and Deployment Scope

Pros

Convenient and feature-packed CRM
All-encompassing projects module allowing optimization and automation of the workflow
Possibility to set up financing system and payment gateways
Opportunities tools for keeping track of sales prospects
Mind map feature for brainstorming of creative ideas and business development strategies
Knowledge base providing guidance and help with any issue and question about the feature set up

Cons

The abundance of features may seem overwhelming at first if you don't have any experience working with CRMs

Likelihood to Recommend

Flowlu's CRM is perfect for monitoring the work of every employee with the report tool giving you a detailed overview of the projects they participated in and time spent on every task.

The mind map feature is perfectly suited for collaborative brainstorming of new ideas for products, services, general marketing and business strategies, and creating the concepts' visualization.

The calendar tool allows integration of Google Calendar and setting up events with reminders sent to team members involved in the project in question.

Stanislav Lisunov

in Marketing at Crowdo (51-200 employees)

Vetted Review

1 year of experience