# Flowlu Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is Flowlu the right Project Management solution for you? Explore 387 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/166656/FLowlu/reviews

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Flowlu

4.8 (387)

[View alternatives](https://www.capterra.com/p/166656/FLowlu/alternatives/)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated March 13th, 2026

# Reviews of Flowlu

Ease of use

4.6

Customer Service

4.7

## Pros and Cons in Reviews

FA

Farhan A

Associate DirectorMarketing and Advertising, 2 - 10 employeesUsed the software for: Less than 6 months.

“It offers a wide range of features that help manage projects, finances, and workflows in one place. While there is a learning curve initially, once set up, it becomes an effective tool for organizing operations and improving visibility across teams.“

January 22, 2026

CA

Charlotte A

CEOManagement Consulting, Self-employedUsed the software for: 1-2 years.

“If you have a free account, it gets deleted with no warning, which has happened to me a few times, including when I was on a trial before getting a paid version, so I had to start from scratch again - very frustrating.“

July 9, 2025

FA

Farhan A

Associate DirectorMarketing and Advertising, 2 - 10 employeesUsed the software for: Less than 6 months.

“What I liked most about Flowlu is how it brings CRM, project management, and finance tracking into one clean, easy-to-use platform.“

January 22, 2026

YS

Youssef S

Commercial DirectorMedical Devices, 501 - 1,000 employeesUsed the software for: Less than 6 months.

“Invoice template customization, Email feature is a little buggy, Needs plenty of effort to import data“

October 2, 2025

AM

Alejandro M

Operations ManagerMarketing and Advertising, 51 - 200 employeesUsed the software for: Less than 6 months.

“It’s powerful in terms of centralizing project management and operational workflows, but it still requires improvement in analytics, reporting, and CRM integration to be a true all-in-one solution.“

October 2, 2025

AM

András M

COO and Marketing SpecialistMarketing and Advertising, 2 - 10 employeesUsed the software for: Less than 6 months.

“The only drawback I’ve noticed is that I cannot create separate task lists within projects.“

October 1, 2025

OF

Oliver F

Marketing HeadMarketing and Advertising, 2 - 10 employeesUsed the software for: 6-12 months.

“The extensive library of apps and available integrations ensure that all and any tasks can be completed, ensuring excellent value of money“

October 2, 2025

AM

Alejandro M

Operations ManagerMarketing and Advertising, 51 - 200 employeesUsed the software for: Less than 6 months.

“The CRM module is not deeply integrated with projects, which creates some duplication of effort.“

October 2, 2025

## Showing most helpful reviews

Showing 1-25 of 387 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Monique M.  
SDR  
Financial Services  
Used the software for: Less than 6 months

### "Sales Reps in need of a CRM tool, get Flowlu now!"

July 17, 2025

5.0

I love using it. It has made keeping track of my prospects very easy.The search process to find my prospects is intuitive.

Pros

The ability to try before buying, up to a certain data amount. I had several days of full time use at work and did not want to cancel my plan when given the option. It was much more beneficial for me to upgrade my plan.

Cons

The lack of videos specific to me as an independent sales contributor using the database as my CRM. I am learning how to optimize it as I go along.

Alternatives considered

[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)

Reason for choosing Flowlu

The ease of use and pricing made Flowlu the best choice for my needs.

Review Source

Response from Flowlu

July 17, 2025

Hi Monique, Thanks so much for the kind words — we’re really glad Flowlu’s been helpful for keeping track of your prospects. Appreciate the note about video content for solo sales reps like you. That’s something we haven’t covered enough yet, but we’ll definitely keep it in mind as we build out more resources. If there’s anything you wish existed to make your day easier, just let us know. We’re listening. — The Flowlu Team

JG

Juan G.  
CEO  
Telecommunications  
Used the software for: Less than 6 months

### "The perfect tool for our organization"

July 31, 2025

5.0

Pros

After trying different platforms, we can confidently say that Flowlu has become the ideal tool for our company. Its all-in-one approach has allowed us to work more efficiently by centralizing project management, tasks, clients, and finances in a single place. The cost-benefit ratio is truly outstanding, especially when compared to other similar solutions on the market. It offers advanced features at an accessible price, which has been a great added value for our team. We especially appreciate the technical support, which has been prompt, clear, and helpful every time we've needed it. Additionally, their AI-powered chatbot is impressively well-trained, making daily use of the platform even easier. We 100% recommend Flowlu. It’s a reliable, modern, and constantly evolving tool that has significantly contributed to improving our productivity and internal organization.

Cons

Although Flowlu offers the option to select multiple languages, the translation into Spanish is not very accurate.

Alternatives considered

[Odoo](https://www.capterra.com/p/135618/Odoo/)

Reason for choosing Flowlu

The graphical interface is much more user-friendly, it's more economical, and it works perfectly for our company.

Review Source

Response from Flowlu

December 3, 2025

Hi Juan, Thank you so much for sharing your experience with Flowlu! We’re really glad to hear that our all-in-one setup, pricing, and support have been a good fit for your team. It means a lot to know Flowlu is helping improve your productivity and day-to-day organization. We also appreciate your note about the Spanish translation. Our team is already working on improving it, and feedback like yours helps us prioritize what matters most. Thanks again for choosing Flowlu, we’re excited to keep supporting your growth!

VR

Verified Reviewer  
Co-CEO Sales and Administration  
Chemicals  
Used the software for: 1-2 years

### "Can't beat it for the price"

July 14, 2025

3.0

Overall, the product is good. Wish there was more customer support in the US that could provide quicker resolutions and answers.

Pros

Very cost effective and customer support is quite friendly. The mobile app is useful although. When updating data, it is very quick.

Cons

Limitations on formatting invoices, limited ways to send data for invoice history. Mobile app missing some vital pieces of info that are only available on web app. API documentation needs to be updated. While customer support reps are great people and happy to do their best to help, it seems bugs that are reported, issues needing to be resolved, and some questions go unanswered for long periods of time while "waiting for a response from development team".

Review Source

Response from Flowlu

July 15, 2025

Hi there, Thank you so much for your honest and thoughtful review. We really appreciate you taking the time to share your experience with Flowlu. We’re glad to hear you’re finding good value in the platform and that our support team has made a positive impression! We also hear you loud and clear on the areas that need some love — especially around invoice formatting, API documentation, and mobile app limitations. We know how important these pieces are, and we’re actively working on improvements behind the scenes. As for your note about support coverage in the US — totally fair, and something we’re exploring as we grow. Your feedback helps us prioritize what matters most to our users, so thank you again for sharing. If you ever want to pass along more details or ideas, feel free to reach out — we’re always listening. Cheers, The Flowlu Team

KF

Katelynn F.  
Digital Marketing Manager  
Marketing and Advertising  
Used the software for: 1-2 years

### "Signed up for Flowlu & never considering anything else"

October 1, 2025

5.0

Very positive experience, loved it from the get-go, enjoy how all-in-one the platform is, huge upgrade from my previous platform which also cost more than Flowlu

Pros

How much of an all-in-one platform it is, very impressive especially for such low prices, even free options.

Cons

Haven't discovered one yet, maybe after upgrading my plan I'll have better feedback on this question

Alternatives considered

[HoneyBook](https://www.capterra.com/p/162588/HoneyBook/)

Reason for choosing Flowlu

Easier to understand, more affordable, made more sense for my needs overall

Switched from

[Podio](https://www.capterra.com/p/128631/Podio/)

Podio never changed, couldn't keep up with the improvements other platforms make

Review Source

RD

Romeo D.  
CEO and Founder  
Transportation/Trucking/Railroad  
Used the software for: 2+ years

### "Great CRM software "

July 8, 2025

5.0

When I started with flowlu back in 2019, it was way far from what it is right now, they have added hundreds of very useful features that made me switch from my previous CRM to flowlu

Pros

It's a versatile CRM software, where you can add track your orders. I have a freight dispatch firm and it helps me a lot to keep me organized

Cons

It doesn't have an option to add lists of providers on the leads for broker companies like mine. It only allows to set a CRM account and that's it, and multiple companies have CRM accounts and also service providers to complete customer's orders

Alternatives considered

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)

Reason for choosing Flowlu

Pricing and CRM features, since I was not needing more than. What flowlu offered

Switched from

[monday.com](https://www.capterra.com/p/147657/monday-com/)[Microsoft Excel](https://www.capterra.com/p/176574/Excel/)

Price a d versatility was the decision maker

Review Source

Response from Flowlu

July 9, 2025

Hi there, Thank you so much for sharing your experience—and for sticking with us since 2019! It really means a lot to hear how Flowlu has helped keep your freight dispatch business organized over the years. We appreciate your feedback about provider lists for leads. That’s a really valuable insight, especially for broker-based companies like yours. I’ve shared this with our product team as something to explore further—your input helps us make the platform even better. Thanks again for choosing Flowlu and for growing with us. We’re glad to have you on board!

AW

Aaron W.  
Principal  
Wholesale  
Used the software for: 6-12 months

### "Flowlu delivers practical automation for small and midsize business (SMB) employees"

October 3, 2025

5.0

We see Flowlu as an essential part of our company success as we scale. After bouncing between different all-in-one CRM systems, we finally found a platform we don't feel is holding us back.

Pros

Flowlu is designed for practical use from start to finish. Its modular system gives you the freedom to customize the platform to fit your exact needs. This setup encourages you to define your best processes, allowing you to effectively use Flowlu for your daily work, metric monitoring, and reminders.

Cons

The initial setup forced us to strategically define our needs, which ultimately made the platform useful. While some modules required time to evaluate, even the ones we decided not to use weren't a waste of time—they gave us greater focus on what truly matters to our process.

Switched from

[Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)

The Pipedrive native system proved to be lacking, forcing us to invest in an additional SaaS subscription just to fill the gaps. Even after that extra investment, the combined solution still didn't meet our needs.

Review Source

KM

KASEY M.  
Manager  
Construction  
Used the software for: 1-2 years

### "Great visualizing tool for customer journey and retention "

July 8, 2025

5.0

I’ve tried multiple crms and kanban / scrum tools for project tracking and nothing has been better than Flowlu.

Pros

I love the opportunities page. It’s visualizes 90% of what I need to see very quickly and centralizes communication and project / customer information. As a manager I can easily see history, progress, updates, communicate with team, and store pertinent documents

Cons

Minor picky things that I’d like to customize would be defaults fields and drop downs. Perhaps they are available but I haven’t asked.

Switched from

[High Level Software](https://www.capterra.com/p/238251/High-Level-Software/)

High level took way too long to set up. Glitchy. Bad app.

Review Source

Response from Flowlu

July 9, 2025

Hi Kasey, Thanks so much for the thoughtful review—it really made our day! We're glad to hear the Opportunities page is helping you visualize everything you need and stay on top of communication and progress. It’s great to know Flowlu is working well for your team in construction, especially after trying other tools that didn’t quite fit. As for those default fields and dropdowns—feel free to reach out to our support team anytime. If those options aren’t already available, we’d love to hear your ideas. Thanks again for being with us—we’re lucky to have you!

FT

Fabio T.  
Manager  
Construction  
Used the software for: 6-12 months

### "Flowlu Keeps Our Team Organized and Efficient"

September 30, 2025

5.0

My overall experience with Flowlu has been very positive. The platform provides strong Security, great Value for Money, and responsive Customer Support. The tools for Project Collaboration and Team Collaboration make it easy to keep everyone aligned, while Project Tracking ensures that deadlines are met. In addition, the Employee Management feature has helped us stay organized internally. Overall, Flowlu has improved the way we manage our work and made our team more efficient.

Pros

The Project Collaboration, Team Collaboration, and Project Tracking features make it very easy to keep our groups organized and meet deadlines. It really improves efficiency and helps our team stay connected.

Cons

Sometimes the platform can feel a bit overwhelming at first because it has so many features. It takes some time to learn how to use everything efficiently, but once you get used to it, it works really well.

Alternatives considered

[Pipeline CRM](https://www.capterra.com/p/75608/PipelineDeals/)

Reason for choosing Flowlu

Because have the integration for groups and have what i need

Review Source

LH

Lucia H.  
Attorney  
Law Practice  
Used the software for: 2+ years

### "100% recommend. "

September 30, 2025

5.0

Excellent customer support and great for project tracking. Flowlu is a useful tool for running a business.

Pros

Very useful, affordable, a great introduction to running a virtual office; and a great tool for collaboration and employee management.

Cons

None so far. I cannot think of any cons at this moment. The experience has been good so far. No complaints.

Alternatives considered

[Clio](https://www.capterra.com/p/105428/Clio/)

Reason for choosing Flowlu

Value for money and ease of use. Flowlu offered better prices.

Switched from

[Slack](https://www.capterra.com/p/135003/Slack/)

Because I needed more features for project management.

Review Source

TT

Trung T.  
Director  
Hospitality  
Used the software for: 2+ years

### "so far so good"

October 1, 2025

5.0

We go together with Flowlu for more than 5 years and feel so far so good. The app is capable for team management and easy to process.

Pros

Project Tracking is so good Easy to access everything in works Good for team work Value for Money :)

Cons

Everything is seemed to be good but you must improve App in Android/iOs platform Your app is quite simple and can reach from phone well.

Switched from

[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)

i need a software to take care everything for projects, not only CRM

Review Source

MR

Mitchell R.  
Audition Coach  
Performing Arts  
Used the software for: 6-12 months

### "Makes life easier"

July 9, 2025

4.0

I'm very happy with my flowlu. I'm able to quickly and easily keep track of my clients and their details, and the invoicing templates and invoicing system is a lifesaver. Keeps track of everything so I don't have to, and makes it look incredibly professional. Very happy!

Pros

The ability to quickly and easily invoice makes life a lot easier. Setting up invoicing templates which can be easily edited and send in a matter of minutes helps me not to forget

Cons

I'd like to be able to have more control over the organising of the sidebar, as there are a bunch of features I don't need to use. I also find the manner in which the settings are spread out to be unintuative and hard to find the specific thing I need

Alternatives considered

[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)

Reason for choosing Flowlu

Cheaper, more intuative, included invoicing, and the special url was definitely a factor

Review Source

OF

Oliver F.  
Marketing Head  
Marketing and Advertising  
Used the software for: 6-12 months

### "The best CRM we have used "

October 2, 2025

5.0

Overall our experience with Flowlu has been excellent, its helps our team manage our various project and allocate tasks effectively. We also love the ability to be reminded when everyone's birthday is!

Pros

The extensive library of apps and available integrations ensure that all and any tasks can be completed, ensuring excellent value of money

Cons

It can be a bit of a learning curve at the beginning, and sometimes it feels like navigating to find what you need is a bit difficult, but this all improves with time.

Switched from

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)

Cheaper and better functionality with Flowlu

Review Source

BR

Bruno R.  
CEO  
Consumer Services  
Used the software for: Less than 6 months

### "SkillTech likes it 😊"

July 8, 2025

4.0

Pros

Adapts very well to any business model, very fast and "pretty". Easy to use and the app works great.

Cons

Short on customization on some topics, like which fields to count or sum to present a specific report and other stuff

Alternatives considered

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)

Reason for choosing Flowlu

Value for money mostly. X

Review Source

Response from Flowlu

July 10, 2025

Hi Bruno, Thanks a ton for the kind words! It means a lot to hear that Flowlu is working well for your team and adapting to your business needs. We appreciate the note about customization limits, especially around reporting. That kind of feedback helps us prioritize improvements, and we’ll definitely take it into account as we keep building. If there’s ever anything you need or want to see added, feel free to reach out. We're really glad to have you with us! All the best, The Flowlu Team

mT

melissa T.  
Project coordinator  
Wholesale  
Used the software for: Less than 6 months

### "Great experience"

September 30, 2025

4.0

Pros

he makes my life easier, and it is so practical. it can organize the task effectively and u can see everything in front on you

Cons

it can have more options for example to draw charts or something else Maybe if it is more developed it can have better options for the user

Review Source

YL

Yaroslav L.  
CEO  
Design  
Used the software for: Less than 6 months

### "Flowlu is a universal system with great prospects"

December 16, 2024

5.0

I am delighted with the functionality of this system, how they managed to harmoniously include many functions in one system. Also - Flowlu is constantly making updates due to which the system acquires a perfect look. Thank you! I have studied more than 15 of the most popular CRM systems And if in short, Clickup is really overloaded with functionality and too complicated, Asana lacks a lot of things... The rest are narrowly focused on different industries. But Flowlu is a universal system with great prospects. If they had shares, I would buy!

Pros

Easy setup, Full spector of tools, cheap cost

Cons

old school design, out of dark mode, no mac os app

Alternatives considered

[monday.com](https://www.capterra.com/p/147657/monday-com/)[ClickUp](https://www.capterra.com/p/158833/ClickUp/)[Asana](https://www.capterra.com/p/184581/Asana-PM/)

Reason for choosing Flowlu

Cause Flowlu winner comparing to other apps

Review Source

Christina S.  
Area Director of Sales  
Hospitality  
Used the software for: 2+ years

### "Flowlu has given us an all-in-one working space."

June 13, 2024

5.0

We have really stepped up our work since we first started using Flowlu. We have seen a great transformation on how our operations progresses and it has all been the work of Flowlu.

Pros

Has all working tools in one place so no wasting time moving from one product to another. Real-time information sharing with the live chatting tool. It is easy to create and share invoices with our customers. Flowlu has very reliable work automation tools that save us time. It has great visualization tools like graphs for measuring work progress.

Cons

Flowlu is in a really good condition and it has not given us a chance to not like everything in it.

Review Source

Adelia D M.  
Senior Field Service Engineer  
Machinery  
Used the software for: 2+ years

### "The best might be yet to come but when working on projects, the best has already arrived."

June 25, 2024

5.0

Flowlu has given our projects a new rebirth and we are getting the most incredible experience using it to manage all our project tasks. It allows us to approach our projects in an orderly way which makes our work flow smoothly.

Pros

The better side of using Flowlu has been the ability to unify every team member to collaborate on our projects. It also assist us to plan and organize our project work in a systematic way for better execution. Flowlu provides us with outstanding reporting tools that provides us with all the insights we need to know about our projects.

Cons

Flowlu hasn't had anything to dislike about. It always deliver and has a very friendly user interface.

Review Source

Joe F.  
Associate Professor of Law  
Higher Education  
Used the software for: 2+ years

### "A lot more than a project management tool"

June 13, 2024

5.0

We are having a trademark experience with Flowlu and both we and our students have benefitted greatly from Flowlu. It is a very reliable project management platform that has made it easy for us to handle all our projects.

Pros

Ease of sharing announcements using the real-time chat feature. Creating lecture plans and schedules using Gantt charts. Keeping track of students tasks with details about exact time spent on each assignment. Securely storing student records and information. There are automations workflows that speed up our recurring tasks.

Cons

We have been able to leverage Flowlu capabilities in managing our projects and students assignments without any issue at all.

Review Source

MW

Mary W.  
Credit Control and Customer Relations Executive  
Pharmaceuticals  
Used the software for: 2+ years

### "A friendly tool with easy to use tools for planning CRM tasks."

June 11, 2024

5.0

The experience has been very great. It has given us a a reliable place to plan for our CRM tasks which has helped us streamline our customer engagements and achieve very good relationships.

Pros

The support services are very reliable and easy to get anytime we need assistance. Has amazing tasks planning tools like Gantt charts which helps us plan for all our activities. Flowlu offers task automations which helps us save time when performing the repetitive tasks.

Cons

There is nothing about Flowlu that is difficult to deal with. All has been good and nothing to hate.

Review Source

Tim Van W.  
Senior Project Supervisor  
Higher Education  
Used the software for: 2+ years

### "Flowlu has been the most useful project management tool that we have."

June 6, 2024

5.0

We are having the best and most efficient experience working on our projects with Flowlu. It allows us to ensure constant collaboration on all our tasks which helps us achieve our project goals within the allocated timeframe.

Pros

Flowlu provides us a group chatting tool that helps us communicate and share information easily during our projects. It offers us with an amazing virtually shared workspace that helps us collaborate and work on our tasks as a team. It provides us with an easy to use dashboard that provides us great eyesight onto our projects performance and progress. It makes it easy for our team to plan and assign tasks.

Cons

We have had a very streamlined experience with Flowlu. There has been nothing negative that has concerned us and no dislikes.

Review Source

Pedro R.  
Professor  
Higher Education  
Used the software for: 2+ years

### "Outstanding and fascinating how Flowlu handle our projects."

June 12, 2024

5.0

We introduced Flowlu to assist us get the better side of our projects and it is doing exactly that. The experience has been fascinating to everyone.

Pros

Its flexibility made it possible for us to customize it to fit our specific and exact project management needs. The dashboard is very clean and it makes everything easy to find. Formulating work plans and tracking their progress is a such a breeze with Flowlu. Has nice tools for sharing updates to keep everyone involved in the project well informed.

Cons

Since day one, we have never struggled at anything with Flowlu. Absolutely no dislikes.

Review Source

George O.  
Medical Technologist, Clinical Laboratory Scientist  
Hospital & Health Care  
Used the software for: 1-2 years

### "Flowlu is an iconic platform for collaboration, project management and CRM "

February 12, 2024

5.0

The experience with Flowlu has been great and very productive. It allows us to perform various business operations like CRM, projects planning and management and collaboration all from a single product. This saves us time and resources. It helps us to collaborate more efficiently on our work especially when planning and executing our project works.

Pros

Flowlu provides us with an all-in-one platform where we get to facilitate our work from planning, tracking and managing our projects to offering our customers the most outstanding support services. It has an easy to use chatting tool that helps us to collaborative more effectively during our work. It is super secure and effectively safeguards all our information and data against any form of security breaches.

Cons

Flowlu customer support services has been outstandingly friendly and very reliable and has always been there for us whenever we reach out for assistance. There has been no major setback with Flowlu.

Review Source

Response from Flowlu

May 17, 2024

It's wonderful to hear that your experience with Flowlu has been both productive and beneficial. Thank you for your kind words and for choosing Flowlu to support your business operations!

Peter P.  
Partner  
Financial Services  
Used the software for: Less than 6 months

### "Flowlu: Come For the CRM Stay For The Rest"

April 27, 2021

5.0

When you first open the software you are presented with an excellent Onboarding feature that will get you up and running very quickly. I recommending going through it. For us, the CRM functionality was key so I focused on that. Within minutes I had created a number of custom fields and had some contacts entered. The feature list is huge and it took some time to figure out exactly what we needed and what we didn't. I was easily able to turn off the Apps we won't be using and it helped clear up some of the confusion.

Pros

The absolutely best feature of this software is just how customizable it is. You can turn sections on or off as you like. The ability to add custom fields to the Contacts is a killer feature of the program!

Cons

Well...there is so much in the software it is really easy to become overwhelmed. Most things are turned on by default and it is easy to get lost in the features. My suggestion would be to start using a couple of core Apps and turn on new ones as you become familiar with the ones you are using.

Reason for choosing Flowlu

We were looking for a CRM and everyone we looked at either lacked customizable features or was priced outside what our comfort level was. Flowlu is highly customizable and priced fairly.

Review Source

Rajesh G.  
Agency Owner  
Marketing and Advertising  
Used the software for: Less than 6 months

### "One of the best productivity software we are using"

May 30, 2021

5.0

Flowlu is helping me & my team become more productive. It has increased our efficiency by ten fold at least.

Pros

I am quite new to Project Management software. This is my second PM purchase. With Flowlu, so many things came together. First, CRM & Project connected in a tool has been a blessing for us. Every month we have to send clients a report about what are all the things that we have done for them. With Flowlu, it's taking less than a minute to copy all the things & add to the report. But the best part is that now we have become aware about how many additional things we are doing for our clients in addition to the regular work. Second, of course various features of PM. We are still learning these but we are using these features at the same time. Thirdly, I personally love the Finance tools. I am not using it for sending invoices yet. But simply seeing how much is the entire amount you are about to receive in a month is simply fascinating. Also, Finance tools are helping me in keeping my expenses under control. The reports are sufficient for me as of now.

Cons

What I would love to have in Flowlu - First, for newbies like me, I think basic tutorials are needed. By newbies, I mean new to Project Management software. I personally am not very familiar with most of the terms that are used in current documents & tutorials. This may not needed for sumolings with experience in PM tools, but for me it would add huge value. Especially pointing out how all the tools interact with each other. Second, the storage space. Initially I thought 100 GB are enough for me. But now I feel in just few months, my team is going to consume all of that. I am not sure if by archiving or deleting projects, the space can be freed. If yes, then that may be helpful. Thirdly, email connections per user. When first I connected my first email in Flowlu, that time I realized how much this feature I am going to love. On any given day, I have to check 5 -6 of my main emails in various firms. So I wish if I could connect all of them in my account in Flowlu, that would be great. Frankly if some of users emails can be reduced to Zero, if I can add those to my account.

Review Source

Joshua M.  
Owner  
Management Consulting  
Used the software for: Less than 6 months

### "Does it all really well"

July 18, 2021

5.0

Flowlu is a great help when it comes to organizing information about my clients all in one place. It is also a great solution for small businesses that don't have a dedicated IT staff to integrate several systems. It is really good at most things but it may not yet be the best at some things - a tradeoff I am more than willing to make for the integration of all of its functions.

Pros

Flowlu covers a lot of ground. It is one system that can keep track of clients, prospects, and leads and also invoice your clients, and also track projects, and also track tasks, and email, and create a knowledgebase, and I hear that a client portal is coming soon. It is one system which puts all of your client interactions at your fingertips. I really like the concept of one integrated system that keeps track of most of the things I need to do with clients every day rather than duplicate data entry for several disconnected systems. This is especially important for small companies like mine that have limited bandwith.

Cons

When transitioning to the system from another CRM, I could not move all of my information over easily. The email history that could be transferred was limited and there is no way to import older emails. Many of the fields were not importable and information had to be either entered by hand or adapted to other types of fields. Tags can not be imported. There is no way to add an opportunity column to the "Record Lists" (a great feature other than that).

Switched from

[Agile CRM](https://www.capterra.com/p/135148/Agile-CRM/)

More functionality for a similar price

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