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

There are lots of functions that speak to product and project development,
The onboarding module is excellent (and provides a great experience while helping to figure out the relevant settings),
Calendar sharing is great (if you use Google Calendar),
The e-mail linking is helpful (especially for CRM and invoicing).
Kanban overview and functions are a gem.

Nachteile

There are a few unintuitive processes, such as timeline management, workspaces aren't immediately obvious (remember, projects go in workspaces).
Free account is actually only a 2 week trial (not obvious during signup).
Calendar only integrates with Google Calendar.
Only 1 user can be assigned to a specific task.
No guest additions with limited visibility to CRM.

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

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

- 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 CRM

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

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.

Nachteile

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.

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

I love this software. I have tested all the major project management software out there and this is the best for us. I am the only user, but it allows me to plan and automate tasks for the business. I don't use the finance options as I use Xero for that - but it is fantastic for the automation of tasks within projects.

Nachteile

Sometimes buggy, but less so as time has passed - it is obviously still supported and growing, so that's not so bad.

In Betracht gezogene Alternativen

Zoho CRM, Kantata, monday.com, Accelo, Adobe Workfront, ProWorkflow, Wrike und Asana

Warum Flowlu gewählt wurde

I also loved Britax24! However, it was just too much for a small business like ours to use.

Gründe für den Wechsel zu Flowlu

I am on the Free which covers my needs, but what it has done is meant that I have been able to recommend the product to some of my larger customers and suppliers, who would need the paid version. The Free version has better facilities and functionality than just about any of the ones I have tried before, by far (except maybe Britax24). Having spent two years researching and using the alternatives, Flowlu is head and shoulders above the rest for us in the fact that it allows smaller companies with 1 or 2 users access to a version that is, very, very useful and is a great asset and doesn't keep asking you to 'upgrade' when you reach a limit, or charge you a minimum of five users when one, or two, is all you will ever need. I can't recommend Flowlu enough - well done!

Vorteile

A number of options are available in the software, and they are constantly adding new ones. Compared to other software options, I found many of them too simple, as they did not provide enough detail or kept it simple enough for individual needs. I really appreciate how easy it is to manage everything, and how the sales team continually adds new features and incorporates suggestions I make for making the software more useful to me. With Flowlu, four applications have been replaced, and life has been improved. This company offers excellent customer service.

Nachteile

There are still bugs, but they are less frequent with time - the program is obviously still maintained and continuing to grow.

In Betracht gezogene Alternativen

Bitrix24

Warum Flowlu gewählt wurde

Flowlu has an attractive price and mature functionality compared to competing products.

Zuvor genutzte Software

HubSpot Marketing Hub, ClickUp und Bitrix24

Vorteile

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.

Nachteile

Certain features are still in development such as Client Portals & the mobile app is fairly basic, however, these are all being addressed in the near future as can be seen in their roadmap!

Vorteile

I love that Flowlu has the ability to import Mind Maps from Xmind. I'm a mind mapper and I've finally found a tool that I can share my mind maps within a project management/CRM system instead of sending them a static PDF. Brilliant!

Nachteile

As a new user, I'm sure I will find something that will annoy me but for now, everything is working great. Flowlu is actually fun to use. I did contact chat support when building my template invoice. I found there were too many options and fields to fill out when all I wanted was a simple invoice. Support was quick to help me solve the issues.

In Betracht gezogene Alternativen

monday.com

Warum Flowlu gewählt wurde

ClickUp's font is too small and the interface is way too complex to navigate. I've used most of the top names, Monday.com, Asana, and Trello. The last thing I wanted was another piece of software to transfer all my tasks into, but I like Flowlu.

Gründe für den Wechsel zu Flowlu

To be honest I chose a lifetime deal because I don't like monthly subscriptions

Vorteile

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.

Nachteile

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.

Vorteile

One feature that I love is the notes feature. I can easily jot down notes during my meeting with the client, or my ideas, or links that I wanted to bookmark. Though some feature may sound like overkill for me as a freelance, as I have said above, knowing that there are KB, Record lists, products, workspaces, I know I can expand and eventually turn into a company. I also love the time tracking feature. Not only the projects and tasks from clients but also my own tasks. I love that I can know how much I spend to a certain personal task. It helps me a lot to be productive.

Nachteile

One feature maybe that I’m missing is the ability to have a table view in my tasks and projects. You know guys, take what Clickup, Asana, and all other major apps has out there and make it better. I would also like to have a focus mode where I can easily toggle to have a focus only on the tasks that I wanted to do that day. Think of Focuster, or the Home view in Clickup, also have a little inspiration in Evernote. Or the My Day in the Microsoft To-Do App. As you can see, I’ve been through a lot of these apps so I hope you listen to what I recommend.

Is there an ability for a custom on-boarding for a new member? I don’t know coz I am using the software solo. But this is the one I can see that will happen in the future. What If I add another team, I don’t want to teach everything from ground up. Maybe that’s why there is KB? I don’t know. So at leas have the onboarding questionnaire if we are a solo or a team, then based on the answer, certain apps will be turned off by default but users can always toggle them all on if they want so. Again, I am still learning the software so maybe these functionality is hidden somewhere there I just don’t know.

Vorteile

It's scalability, it genuinely has everything you need from a CRM in one place and has scope to build out multiple departments at the enterprise level. In my honest opinion it's the Daddy of CRM for SMB's. The development team are open to new ideas and are driven by popular feature requests from existing users. It really is the most holistic solution I've ever seen in the SMB space to date.

Nachteile

I genuinely can't fault FlowLu, I'm racking my brain to think what it doesn't do very well but I'm stuck because every you want from a CRM is built in with native integrations to the big platforms (Google/Microsoft etc) Ah-ha, I've thought of one, it does have a Mega-Inbox function which makes a lot of sense for an All In One platform but it would appear that you can only collect & send mail from 3 Gmail/Outlook/IMAP accounts per user, if it supported more or unlimited accounts that would be perfect.

Vorteile

The Ease of use, but above all the numerous way of seeing the data (expenses, task, projects, status of completion). You can select almost every possible way. From Kanban to todo-list, to gantt. You can also organize every data releted to the task to help you better see a relation between things (for example how many task are assigned to a single user or, get a general clips of how your projects are performing overall). All with just some clicks and drags. Outstanding

Nachteile

Sometimes this enormous way of customizing things can be overwelimg. At the beginning me any my team didn't know why there there two kind of projects that were (at least from a newbie stand-point) unrelated but the same (Projects and Agile Projects) but then we discovered that these are "modules". Like programs in the program that we could use or not (and turn on and off), based on our way of thinking (and working). I guess an onboard tour more useful (there is one but it's not effective) should be a solution

In Betracht gezogene Alternativen

Nifty

Warum Flowlu gewählt wurde

Price and features (more features on flowlu)

Zuvor genutzte Software

Asana

Gründe für den Wechsel zu Flowlu

Their product is more mature

Vorteile

The customization capabilities of the tool for any business are absolutely amazing! Automation and workflows allow you to accurately set up ways to complete tasks and projects and all this in cooperation with CRM, which is great.

API and webkooks allow integration with any tools on the planet :) I'm using Ssyncspider and I'm starting connection tests with my other applications. Great integration with corporate email and Gmail.

Additional features such as invoicing, record lists, mind map or knowledge base, and great reports create a complete tool for managing a company.

Whitelabel and connecting to your own domain is synonymous with professionalism for every client!

Flowlu is a great alternative to many too expensive tools and offers more functionality in one tool.

Nachteile

It lacks customer support function but is on a roadmap. Now you can set up clients as users.

Vorteile

Flowlu has a strong Automation engine which automates most of the functionality. We're yet to fully to explore the automation feature.

In app chat is quite advanced and helps our team to communicate easily and quickly

Nachteile

Workspaces have to be feature rich. More functionalities have to be introduced in workspaces.

Client Portal is missing! But, it is in the works!

Project Workflows and recurring tasks - ability to assign a single recurring tasks template to multiple projects and bringing it to workflows is missing. It will help accounting firms to automate their repetitive monthly tasks spread across multiple projects and multiple clients

In Betracht gezogene Alternativen

Zoho CRM und Bitrix24

Vorteile

Recipe: Robuste collaboration and communications infrastructure A LA stay responsive to clients’ needs AVEC colleague productivity.

Everybody wants to make and try this sauce. Nothing can be wrong with smooth operations, nice mix of successful members (wherever they happen to be working), and precious key component customers.
As usual, different results with different cooks and executions. I’m not going to provide negative or positive conclusions here, always very subjective and depends on your taste.

But let me encourage you to try FLOWLU kitchen. This scholarly staff has interesting selection of ingredients, tools, seasonings, which should be enough to create your own chef d'oeuvre.

And don’t hesitate to ask their time-saving cooking tips.

Bon appétit,
Al

Nachteile

Some necessary for me components still on roadmap, so can't bring to my production team yet.
For example 2FA.

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

Vorteile

I've been searching for a long time and lots of other options I've tried were doing my head in. I've finally found it, won't need to search anymore and have moved my whole business to Flowlu. Flowlu is feature rich and well thought out. One part of the system is well connected to another part.

- Flexible, customisable
- Well thought out and flows
- Works well
- Great onboarding, help documentation and support
- Integrates with calendar and email
- Integrates with Integrately/Pabbly, has webhooks, so not locked in
- Has mobile app
- Can turn off apps not needed
- Awesome [SENSITIVE CONTENT HIDDEN] and team, very responsive and open to feedback.

Nachteile

- Could be prettier, but it's not ugly
- Improvements with the invoicing (coming)
- Help videos to have voice over (they're on it)
- Client portal (coming in Q3)
- Automating invoice (also coming I believe)
- Fully functioning mobile app
- Being HIPAA compliant

Vorteile

Flowlu is meant to be the one-stop shop for agencies looking for a project management system, CRM, invoicing, knowledge base, and more.

I just use the platform for project management, and it offers a lot of flexibility in managing any sort of client tasks. You have the ability to set up Workspaces which house various Projects that have various tasks. This offers a lot of flexibility when setting up various clients and projects for those different clients.

Their ability to give different levels of permissions to different people (either individually or as a group) allows management of employees or freelancers very easily.

Lastly, they have the ability to set up task templates and workflows that make assigning similar tasks ease, saving tons of time.

Nachteile

Flowlu offers a lot, more than what I need. Some features like email alerts that you could respond to via email to add comments to tasks are not available. Additionally, while they do have a mobile app, they don't have a mobile version of their website. While the pros definitely outweigh these cons, just know that they are still working on features like this.