Flowlu Erfahrungen

Ich war auf der Suche nach einem Tool, um Angebote zu erstellen, Rechnungen zu schreiben und Arbeitsstunden für meinen Nebenjob als Webdesigner und lokaler Marketingberater zu erfassen und zu dokumentieren. Bevor ich mich für Flowlu entschieden habe, habe ich Agiled und monday.com getestet und bin zu dem Schluss gekommen, dass Flowlu meine Bedürfnisse am besten abdeckt. Außerdem habe ich die praktische Knowledge Base für mich entdeckt, die die meinen Kunden hilft, erste Fragen auf häufige Antworten zu finden.

Das User Interface ist zwar übersichtlich, aber ich würde mir wünschen, man könnte es auf Deutsch umstellen. Das gilt auch für die Knowledge Base und andere Tools, die nur auf Englisch sind.

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.

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.

I liked it in the beginning but it seems like it is too slow.. plenty of glitches and needs a better IOS version. Sometimes when I’m in the CRM and want to adjust something .. it will disappear the next day. Also, the iOS version just isn’t the best.. there are better versions out there and lastly customer service isn’t fast to respond . Talking through an email isn’t the way I want to handle a problem.

I like the way it flowed in the beginning .

Finally, a software that ticks all of our boxes. As a volunteer non-profit community organization, we have different needs than the average user. I've tried a ton a PM systems to try and find one that meets all our needs (including many we could never afford) and Flowlu has done it!
The functionality of the calendar is perhaps most critical to us, and Flowlu's calendar (and option for volunteers to add their personal calendars) is exactly what we were looking for (surprisingly hard to find!)

Having functional apps (both android and apple) was also a definite must as not all of our board members or volunteers have access to a desktop. Flowlu's apps are top-notch and do not sacrifice large portions of the software like many others do. This makes Flowlu more accessible and a better fit for community work.

The kanban option works well and allows us to better collaborate on event planning. Other main features we love include the ability to comment and tag (on pretty much everything), the real-time chat for collaboration, and the ability to invite our external volunteers to a closed space to engage in specific event planning.

We love everything so far. We would like to see the option to add/remove fields in profile customization, to (particularly the option to change the gender box to custom field for our trans and non-binary volunteers). We would also love to see the option to build a booking form through Flowlu that populates the "company" calendar; however, we've found workarounds with other programs for now. We'd also love to see more customization options that aren't dependent on pre-built workflows (and more customization within the workflows), so we can better customize the aesthetics of our projects (color coding for clarity, option to match our branding), and a clearer and easier way to choose whether task cards in kanban view display subtasks (without clicking on the specifics of the card), but those are tiny asks! We are very happy!

Comprehensive PM suite for freelancers, agencies, and professional services. It has project workflow with milestones + subtask, CRM, finance (invoicing + accepting payment with Stripe, etc), and email features just to name a few. Very easy to add team members and freelancers to a project. They will be releasing client portal as well so the client can keep updated on the progress. The UI/UX is clean and easy for new users to explore different features. The web app is stable and fast as well.

The onboarding process is quite thorough but the video tutorial is too fast and not clear. Since Flowlu has so many features, new users can easily get lost (especially those who never use all-in-one PM tool). I believe the video tutorial and documentation can be improved.

I genuinely loved this product. All the features can be within the app which may need multiple apps in past. This solves my current problem of handling my 27 staffs . I will stack upto tier 5 later for now i have purchased tier 3.
As, different integration can be done and as per their plan in future i am excited for the product updates. Still, there are some improvement need but i believe the team who created this great solution will solve small issues within the app.

Its UI and some integration are missing like google drive or email handelling

I love having the ability to get a full snapshot of my business from within a single app. I used to bounce around a CRM, PM, and accounting app which was a bit of a pain. This required Zapier automation in order to move data from one app to another. Now I can just use Flowlu's built-in automation sequences to seamlessly move clients from CRM to projects.

I also love the Project Workflows option. This allows me to templatize my projects in an easy to view way that I've never seen in other PM tools.

Not really a dislike, just waiting on more features like the client portal. [SENSITIVE CONTENT HIDDEN] and his team work hard and deliver pretty fast so I'm not too worried about it. Everything that we ask has either been implemented or put on the to-do list.

I fell in love with Flowlu in 2021 right from the very first instance. It's a seamless experience, extremely easy to navigate and the host of features is incredible. Being able to have 3 inboxes per user is a god send, the time tracker and knowledge base have been incredibly handy too

The lack of email automations! If that was brought into play it would be the most essential piece of software in my stack

I get frustrated having so many moving parts. Marketing automation. CRM. Projects. Invoicing. Twice that for multiple businesses.

Flowlu's going to make it so I have all of it in one place. It's project managment structure - more from software than legal - is an inspiration on the movement to "productize" legal services. I think it'll not only make me more organized, but it'll also help me to deliver services faster, better, and more predictably.

The CRM is a little basic, at first glance. I can't figure out how to automate anything in it. It has automation features, but they all appear to be internal (add a task, calendar event, etc.) and none are external (send an automated email to the client.). I can manage the external communication with Pabbly, but it'd be nice to have some marketing automation built in as well.

I have about 5-weeks of experience with Flowlu. I'm convinced that this combination of CRM + Project Management + KnowledgeBase + Expense Tracking is a game-changer for my business more than ever. Flowlu provides the core operational infrastructure that we need to keep our growing portfolio of projects and client relationships on track.

The existing API functionality provides access to much of the data on the platform and is suitable for many use cases. I would like to take it to the next level with greater control and logic over how outbound webhooks trigger.

The brilliant combination of features.
Flowlu lets us keeping control while the whole client lifecycle from the first touch through contracts, project execution to payments and again.
As a manager of small business, I have one point of control and don't need any more tools to control sales activities, project execution, payments tracing and cashflow balance.
Now I have an all-in-one tool.
No more extra expenses.
No more switches between tools
No wasting the time on export/import the data.

Some minor features in project management could be improved in the future.

I am typically a fan of specialised tools for each important function in a company. Project management, CRM, email enquiries, invoicing, each with its own tool. The reason for this is that most attempts I've seen at doing everything end up in a mess in terms of UI and UX and force you to give up some of the depth of functionality in each area.

Seeing the swath of positive reviews for Flowlu convinced me to give it a go. And now I'm a convert.

There is just enough depth in every area Flowlu covers to satisfy most scenarios at least for my business model (small digital marketing agency). There is comprehensive CRM and leads generation, tied up to a build in email client, two types of project management build in (standard and agile), time tracking, budgeting and invoicing, documents and a knowledge base and project based team chat.

Because of the depth of functionality, although page layouts are clear and important info is easy to find, sometimes that comes at the expense of a few extra clicks to get to the minute details, but that's something I can live with. And it sure beats the hell out of switching between 3 or 4 separate platforms to get the job done.

And on the topic of complexity, you can easily switch off functionality you don't need from the settings and enhance functionality of those area you do need through custom fields, automations, workflows etc.

Things I really liked about Flowlu have to do with

a) their different ways to map out and group tasks as task list, projects, workspaces that can all be related to a company or user.

b) that they enable a checklist to be embedded within a task. This is particularly important to me as at times I have a task such as "draft workbooks" - and I have a list of 10 workbooks. Other systems force me to create a task for each of the workbooks, which is ok, however they then present each of these tasks in a huge task list. This way, I have a single task on the main task list, and I monitor each task or activity within it when I am ready to tacle it.

c) Something I was favorably surprised was to see what they call "knowedge base" - As I navigate my business and learn how to do the different things (ie accounting, building a website, integrating a course, etc) I would like to document step by step what I did, this will make it easier for me to remember how I did it, and to transfer this knowhow to future employees and collaborators. I was previously attempting to do this by creating a course within my website (which is OK but too much of an overhead and overkill), or creating blog pages which ended up being random pages without real structure and order. Flowlu solved this for me - the ease of writing a blog, the structure and navigation of a course, without consuming my own site disk space.

I am still playing about with the CRM, but I believe there are other apps that are at this time more complete. I am sure that they will be perfecting them.

And I would like to see a better "ordering" of the tasks. I tend to assign priorities by moving things up in my list. Other softwares do a great job of this ordering of the tasks. Having said that, I am a new user and have not fully explored the platform enough to discover and use all of its features.

I've been on the search for a TRUE all-in-one system with real customizability. I needed something that would be the central hub for my business where I could track leads, manage projects and tasks, delegate work to my team members, invoice clients, and more. I also wanted a tool that was white-labeled. I tried SuiteDash, ClickUp, Dubsado, Honeybook, Hello Bonsai, but NONE of them compare to Flowlu! The automations in Flowlu are what truly sold me - they're going to make my work so much more efficient. The ability to send and read emails in Flowlu (with tracking) is another excellent feature. And with the client portal on the way, Flowlu will be that all-in-one I've been looking for! I also love that there is a knowledge based where I can share procedures with my team and information/articles with clients. I haven't seen anything on the market like Flowlu yet!

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. But I understand that the portal is under development now. It also doesn't have a native form feature to collect information so I have to use another tool for that.