Flowlu Erfahrungen

Vorteile

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.

Nachteile

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.

In Betracht gezogene Alternativen

monday.com

Vorteile

multiple features,
crm,
project management,
timesheet

Nachteile

the ui can be a bit modern and upgraded
needs a one click feature enable disable for organisation type that may help user to setup faster

Vorteile

Thank you, Flowlu. I found Flowlu at the perfect time. At the moment, I'm a little over 1 year into my law practice. Previously, using an excel sheet like plugin (Streak) for gmail did the job. The plugin was free, and I only had a few clients, so I could manage. However, at this point in time, I am hiring my wife, and a few other employees (thank God). The excel sheet like program had an option to upgrade and allow teams, but it was expensive!

I was skeptical that Flowlu would be good, especially for the price. I watched a view Youtube videos, and after seeing the option to sync Google calendar, decided to purchase. I am so happy with my decision because this program is amazing. After sharing the program with my colleagues, they informed their program allowed for streamlined workflows. I was eager to search and happily found Flowlu has this very function! I really enjoy that I can create contacts, and within each contact, new projects for each client AND tasks for that project. This is amazing!

Flowlu has greatly improved my team working capabilities, and helped me in my case work.

Nachteile

The only con I can think of, is that the contact description does not allow for users to change the title of description/boxes. However, you can create custom boxes and input that information there. So really, the con isn't even one.

In Betracht gezogene Alternativen

ClickUp

Warum Flowlu gewählt wurde

Streak was starting to outlive it's usefulness.

Gründe für den Wechsel zu Flowlu

Clickup had an excel sheet type of CRM. I like that Flowlu was more aesthetically pleasing.

Vorteile

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.

Nachteile

I like the way it flowed in the beginning .

Vorteile

It allows us to manages almost all aspects of our business from one place, and has saved us a great amount of money in subscriptions.

Nachteile

While development pace is steady, it's a little slow. As is the product's loading times and speed.

Vorteile

- simplicity
- mature product/CRM that can be used straight away without waiting for a 'promised' roadmap item
- support has been very receptive and helpful
- run by a team
- a great project management tool, that has milestones and granular control, subtasks, tagging etc.
- no trackers adopted when using their CRM
- true connect with Gmail (i.e. can move emails to different folders) and nominate which folders to sync
- Simple
- Can view and toggle between tabs with ease, whilst keeping the parent tab open in the background (i.e non-obtrusive tab view options)
- Knowledgebase (Flowlu use what they sell and offer users)
- Onboarding
- Ability to 'approve' delegated tasks
- Can link/send direct link to tasks etc.
- Default new user permissions seem great
- Quick integration to Connecting Apps (Pabbly Connect etc.)
- Can copy and paste images easily into group 'feed
- Can delete Milestone tasks at the project level

Nachteile

- after starting off on a real high i.e a found a great CRM, my emails stopped syncing. Update: support fixed this and this is no longer an issue
- A team invite confirmation email went straight to the spam folder
- Webforms seem plan at this stage. More granular detail and options would be amazing incl. behavioural triggers. Now I can't find webforms on my account at all??
- Images pasted to Knowledgebase are of poor resolution

In Betracht gezogene Alternativen

EngageBay

Warum Flowlu gewählt wurde

Too many bugs and there was no true 2-way email sync

Gründe für den Wechsel zu Flowlu

It also did project management, Engagebay did not offer this.

Vorteile

> Super featured CRM. You won't really find this good CRM in all-in-one software.
> Amazing automation features to make your life easier.
> Kanban boards and project management better and more robust than Trello.
> Time tracking.
> Knowledge base.
> Team management and Chat (This was missing in bloo).
> Plethora of features to customise as per your company's unique requirements.
> Good future vision.

Nachteile

It's already a great software that is far better than most.
> In order to compete with Zoho One, Zoho Workplace & Bitrix24, they have to add quite a few major feature release.
> Feature that are missing: Website development, Email Marketing, Full featured HR management and hiring processes, Full business email suite like Zoho Email & Gsuite.

But again this is my list of desires in order to get away from bigger project management and business management companies.

Overall I love Flowlu and its a steal deal. Do not miss out on this if you need any project/team management software for your company. Buy confidently.

Vorteile

Flowlu peaked my interest when I saw how many different features they were able to incorporate into their system. Once I started using it I was surprised at how everything was pretty fast and cohesive.

This will be a great tool for my agency and fits a lot of needs that other systems don’t.

Nachteile

Looking forward to the automatic recurring payments for invoices feature that’s supposed to come out in the future. It’s the only thing really missing for me at this point.

Vorteile

I really love the fact that my work emails are connected to the portal, so everything is accessible in one place. And everything is connected, so when a lead comes in, and converts to a sale - all the details through the sales pipeline stays.

Nachteile

There isn't anything I least like about this software!

Vorteile

Flowlu has a number of comprehensive features. I have touched on all of them. The UI is good and modern. Having a Agile project module helps scrum team to better manage their project. I have recently took up lessons on Scrum and can see how Flowlu follows the scrum method in this. It also uses Kanban board which I am used to from Trello. Using these methods helps in bringing my team agile.

Nachteile

Mobile app can be further improved. It is lacking some features like time tracking. On the first look, you can be confused by the number of features. Good thing is it can be turned off.

Vorteile

This product is perfect for our new business that needs to scale fast with low margins and a lot of sales representatives.
It will allow us to onboard new consultants rapidly and ensure efficient tracking of work.

Nachteile

Everything is connected and an all-in-one solution for projects and CRM.

In Betracht gezogene Alternativen

Odoo

Gründe für den Wechsel zu Flowlu

Far cheaper with almost the same functionalities (and there is a good roadmap).

Vorteile

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.

Nachteile

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!

In Betracht gezogene Alternativen

Freedcamp, ActiveCollab, Airtable, monday.com, Bitrix24 und Asana

Zuvor genutzte Software

Bitrix24

Gründe für den Wechsel zu Flowlu

Flowlu has provided more functionality and better fits our needs (nothing else we tried combined all our needs) plus it is far more affordable than other options (and provides more for this better price)!

Vorteile

I like how simple the software is organized. I also love how the invoicing is directly implemented into the customer accounts and how Flowlu keeps track of all revenue and expenses for my company. This is really help to not have to hire an accountant.

Nachteile

The only thing I can say I have found that I don't like at this moment is probably that there is no voip implementation. However, Ive brought this up to the designers and they assured me that this is going to possibly change in the future. Other than that, I have ZERO complaints.

In Betracht gezogene Alternativen

Zoho CRM, HubSpot CRM, Zoho Assist und Zoho Invoice

Gründe für den Wechsel zu Flowlu

It has made my life easier by keeping on customer information cloud based so my whole team can access them anytime. It has also help me to have to avoid writing out lengthy invoices since the system has a simple setup of clicking and all information previously created (price, description, tax, etc) is automatically imported and calculated for you. The support has been great as well. No matter what trouble I run in to, they are right there beside me helping me every step of the way. They are like a part of my team. They go above and beyond your expectations to ensure you are happy with the service and that it works the absolute best it can for you and whatever your needs may be.

Vorteile

CRM, Bookeeping, Kanban, Project Management

Nachteile

No client portal yet - but is in the Roadmap
No client forms - capturing custom form data stored at project level (and customer level) would be ideal.
No contract administration - once contracts are introduced I am ready to move over.

Vorteile

1. The platform is intuitive, super easy to use, and secure. On top of that, the App is fast compared to the previous platforms we have used. This platform is not in its early development stages. It is a very mature product and can handle many business use cases.

2. Behind a successful business, excellent customer service! The Flowlu team members are good listeners to their customers’ feedback. I have purchased many apps, but I haven’t seen a support team that cares about their customers’ feedback like this team. All my questions were answered very quickly within 24 hrs! When it comes to customer service, I wish there were more than 5 stars to give!

Nachteile

Does not support the Right-to-Left (RTL) languages.

Vorteile

My firm has successfully used Clio (for practice management) Lawmatics (for CRM) for the last few years. However, I hated having to switch back and forth between the apps and I hated the monthly fees. When I found a lifetime deal for Flowlu I was thrilled! Even though it is not specifically built for law firms, the platform is awesome as handling intake, keeping projects organized, and moving cases forward.

Nachteile

I'm really excited about the features on the roadmap and wish the client portal would be ready prior to August.

Vorteile

We use only the free version of this software and it has been fantastic for our limited uses. We mostly use project tracking and task keeping functions and for that it has been fantastic as we migrated away from MS Outlook and toward more Gsuite friendly products.

Nachteile

We would really love the chat feature to work better.

In Betracht gezogene Alternativen

MeisterTask

Warum Flowlu gewählt wurde

We were moving towards Gsuite for email management and keeping tasks on outlook didn't make sense.

Gründe für den Wechsel zu Flowlu

Flowlu is considerably more intuitive and better fitted to our needs.

Vorteile

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.

Nachteile

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.

Vorteile

First off, I couldn't believe this app actually existed. For years I have cobbled together multiple applications to run my business. invoicing, CRM, project management, Communications, Etc. I've been doing this so long, that I just thought “this is just the way it is…”.

At one time I was contemplating just hiring a team to create it for me. They quoted me about $90,000, so that didn't happen lol.

Then I found Flowlu

It's not enough to Simply say that flolo is a great all in one application, the thing that differentiates them from everyone else is that they do a lot of things VERY WELL.

I’ve bought other all-in-one programs in the past and they would typically have one function that shines and everything else is mediocre at best.

Flowlu has replaced 5 applications and has made life for (and 350 of my employees) better.

Customer service is incredible. I sent over 21 questions and they answered them all. Either with product updates or pointing me in the right direction. [SENSITIVE CONTENT HIDDEN] actually fixed some things right there on the spot. Can’t ask for more than that

Nachteile

I can't think of any right now. Flowlu does everything I need

Vorteile

Flowlu's super-power is how deeply configurable the automations are. This not just covers the basics, but also provides a framework to be really creative and really take the hard work out of making all customer experiences great. Everything is accessible and makes sure leads aren't lost, task and project status are seen at a glance. Opportunities means that you can have different sales funnels to suit your different offers. Team collaboration is excellent - with great external client options as well.It's great that invoice can be sent out with stripe and /or paypal buttons and you can track status and have automations to trigger if a payment has gone overdue.Integration is fantastic - others that I use not listed below are Integrately and Tilda. Integrately connects everything I need - Activecampaign, GroupApp, Heartbeat, etc, etc. Endless!

Nachteile

This is hard as I genuinely love the platform - there are minor niggles, but no show stoppers for me. If I was being really picky the mobile app doesn't do as much as I would like. And in the tasks module I'd like that recurring tasks where handlded differently (ie more conventionally).

Vorteile

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.

Nachteile

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).

Vorteile

It also includes one of the best new customer on-boarding processes I've seen from a SAAS provider, utilising it's own tools in an excellent real time case study training for you.

Nachteile

I haven't found anything to dislike in this versatile software tool yet.

Vorteile

#1. First thing's first, I'm not happy about sharing the best thing on the market.... But the customer service team is beyond average and they deserve the love.
#2. My team and I absolutely love the goodies. All the features and simplicity of use is top notch; flowlu looks and feels professional.
#3. We can't get enough of how practical and seamless using the software is compared to other popular softwares.
#4. I've made friends go life y'all. Customer service is responsive, friendly and passionate about what they do and how it's presented. Oh, and contacting them is guilt-free.
#5. We took a HUGE load off when deciding to downsize and streamline our processes. We went from about 34 apps & websites to now less than 5.
#6. Personalize the software to match your business needs. Versus changing your business based on the software.

Nachteile

#1. Now that the best secret is out, I'll tell ya my biggest fear is that the price will become unreachable and impractical.
#2. I don't have much to complain about. By the time anyone finishes reading this review, there will be updated the changelog that more integrations and customizations were released.

Vorteile

At the end of the day, Flowlu is a great project management tool that is worth using. The team at Flowlu has gone out of its way to make this app as comprehensive and powerful as possible. They’ve also been smart about how they market their product by not holding back and giving full access to what they offer for free. Their pricing structure is easy to understand and people can see where they are expected to be spending their money. It is clear that there are no strings attached to this system and people will be able to use it at their own pace without feeling overwhelmed or lost in a sea of features that are hard for them to come by when needed the most. An awesome platform for managing work. I love how simple it is to use and how much easier it makes planning and tracking our tasks.

This is an exhaustive and beneficial project management tool. You can also get support from them whenever you need it.

Nachteile

It has too many features and could do with a more modern UI/UX - it feels a little bit dated compared to modern tools.

Vorteile

The in-app messenger allows us to instantly communicate with the team so it has drastically reduced our texting and emails. The same can be said about the tasks management and file sharing. It helps us keep organized. All messages, files, documents and contacts are now all in one place. No more docs or spreadsheets.

Nachteile

What's missing is a Client Portal. One of the most critical features for any Business Management Software. I hope they can get this done sometime this year. Per their roadmap it looks like not until November 2021

In Betracht gezogene Alternativen

Zoho One und HubSpot CRM

Zuvor genutzte Software

Freshdesk