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Independent small business owners, field sales representatives, nonprofits seeking a mobile CRM to interact with customers, leads and vendors, offering the right amount of tools at an affordable rate.
Flowlu empowers small and mid-sized teams with seamless project management, sales tracking, and financial tools—keeping collaboration smooth and business operations effortless in any industry.
This is a solid company that is a wonderful corporate citizen. And a nonprofit will be a beneficiary this year.
I was discouraged from doing so because I would have to enter all the information manually.
HaystackCRM has software that will be a great benefit to the selected nonprofit. They are also amenable to making a few customizations for the this year's recipient.
The system was performing relatively well until a new problem appeared, and it's been unresponsive for four weeks after reporting a case.
Haystack CRM is the first true CRM app for my consulting business. It is a good entry-level program to help me capture and track information and keep it in one place.
I like that it's module-based so that you can add modules. Its free trial is functional and has some helpful features.
The ease of use & the linking options available across all the different modules is fantastic. There's real detail behind everything on offer with good customization options.
If click on a shared image, the whole program hiding. My company doesn't pay for slack yet, so we often loose our messages.
The features are great and their roadmap is exciting. The customer service has been pretty great.
I did have a little struggle with the mobile app itself.
Super robust and expanding API allows for full integration with other SaaS. Support is AMAZING and super open to recommendations.
What's missing is a Client Portal. One of the most critical features for any Business Management Software.
I've tried so many Business Management systems in my 10 years of Business and none have been so close to a perfect fit as Flowlu. It is an unbelievably amazing system I am so excited.
Flowlu doesn't have a client portal - which is what is really preventing it from doing all the things I need. So I can't use it to onboard new clients or communicate with existing ones.
Speaker 1: Hi, I'm Terence. I'm the owner of Hello There Photography, and I would give Flowlu a five out of five. So before I was using Flowlu, I was using Excel to track all my client data. It worked fine for the most part, but the disadvantage of using Excel is that it does not keep a record of the changes I've made to client information, and it doesn't integrate invoices into my Excel documents. So that's why I started looking for another CRM, and Flowlu came into play. I actually tried Flowlu a couple years back and I did enjoy it, but I was also trying a bunch of other CRM systems at the time. So I actually switched over to another CRM software called Studio Ninja, which I tried for a little bit. But then, after COVID hit, it got quite expensive considering there wasn't much revenue coming in during COVID. So that's when I looked at Flowlu, and it had the option of a one-time purchase, which allowed me to spend more time exploring it and checking it out, and that's why I chose it and decided to stick with it. So starting with Flowlu was pretty straightforward. There were a few things, and I think with most CRM systems there's going to be a bit of a learning curve to figure things out. Overall though, I think Flowlu was pretty easy to set up for someone that doesn't really... I'm not very good with the online software. So yeah, it was relatively easy to figure out and sort out. And I know there's more that I'm not using. So if I took the time to research it and to figure it out, I think I could use it for more of its potential for my business. For someone that is looking to get a CRM system into the photography industry like I am in, I definitely highly recommend Flowlu just because for the price it does a great job with keeping track of your clients. There are still some limitations as of right now, as in I cannot generate and send contracts, but that is on the road map soon, and it's great that they have that organized together, and a lot of people can actually vote for what they want to see. So overall, I definitely recommend Flowlu.
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