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

The project management feature is mature, with a useful called project workflow which is like a template for projects and tasks. The nice thing about project workflow is that it can still update related projects even though the projects has already been created (or duplicated).

The unified Tasks dashboard is very useful because it merges all tasks from all projects for the current user.

For most small businesses, Flowlu will provide many features out-of-the-box and you will not need anything more. So it really is a very good value for the price.

Nachteile

- Accessing Flowlu from Indonesia is not very quick, although not slow, so I hope they have a plan to increase performance especially globally.

- Currently Projects and Agile Projects are entirely different, and the Issues ("tasks") from Agile Projects do not show up in personal Tasks page.

- The way of assigning permissions to team members is a bit confusing. I hope they provide a unified page to assign permissions.

- Chat feature is the pretty weak feature. The chat indicator isn't accurate and chats don't update in realtime. I hope they will improve this. Fortunately for us, we have our own chat solution.

- The UI may be a bit overwhelming at first. It's not really a downside, just a logical side effect of the numerous features Flowlu provides.

In Betracht gezogene Alternativen

Jira, Trello, Nifty, ERPNext, monday.com, ClickUp, Asana und Notion

Zuvor genutzte Software

Notion

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

The software was highly functional, and easy to use

Nachteile

Automatic renewal without explicit consent - beware

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

There is so much to say about Flowlu's Pros.- Client portal: I saw some cons about this missing feature, but the team added this functionality so those comments should be removed because they misinform potential users.- an (almost) all-in one solution for company management- customizable: you can get to an almost white label platform (url, logo and so on)- a great development team (new features added every month)- an open roadmap that you can interact with to vote for a feature or propose a new one- I saved A LOT of money since I've been using Flowlu, as I was able to cancel several subscriptions to softwares due to the fact that Flowlu does so much things! Task management, CRM, Project management, workspaces dedicated to some work units or projects (allowing me to gather all of the activities of my companies in the same software with access restrictions for each workspace), Finance (invoice/estimates, recurring invoices, and money (CashFlow and P&L management), automation of processes (invoicing and so on), file storage (no need for Dropbox or Google Drive anymore!), calendar, custom fields and lists, knowledge base for your company so that new users can have access to all of the informations you want, mind maps, emails, and the client portal! So much features at your fingertip and I forgot a lot of others!

Nachteile

The only con I see now is that I can't use the Finance part for my company as it is not (yet...) thought for French companies. It misses some elements to be fully compatible with French accounting obligations.But they are already working on the French language, so they will probably get to it some day too!I would also love to be able to connect my Flowlu account to my company's caldav, outside of the well done included calendars. But the Flowlu team will probably implement this functionality later!

In Betracht gezogene Alternativen

Odoo und Dolibarr

Warum Flowlu gewählt wurde

Almost the same features plus a lot more.

Gründe für den Wechsel zu Flowlu

Flowlu (almost) does it all, and can probably do all of the things that the other do, with the awesome development team they have.

Vorteile

A nice and promising all-in-one solution. I have tried various alternatives, but they are quite pricey when it comes to managing a team of 5 -10 people. With Flowlu you can actually do quite a lot on the free plan, which I did, and then switch to the paid plan, while the price is quite attractive. The roadmap looks solid and promising and the team behind Flowlu regularly rolls out new features. What I really like about the Flowlu team is that they hear and listen to their customer and take down the important feedback and improve bugs and add new functions as per user request. The support team is also quick and helpful. I was surprised to find a mindmap solution in it too. I have not tried all features yet, but what I have used so far is enough for my use case (digital marketing).

Nachteile

What I still don’t like about Flowlu is that they provide so many customization features that it is sometimes hard to follow and understand what and how should be ticked or unticked to use. It would be nice to have templates suitable for most industries (marketing, IT, Real Estate, etc.) so one could just choose the template and customize it to their needs. Another vital feature that I find unacceptable is that my assigned admins can see the CRM contacts, financial data and other data related to all organizations managed in Flowlu. Other PM tools allow complete isolations. I would really love to see each of my companies connected to Flowlu isolated completely, as it is a matter of security. Additionally, it would be great to have email sync reduced to 1 minute for all plans not just for the highest plan. Another important feature that still misses is the webforms that we can embed into websites. It would be nice to have a webform that is customizable taking into account various use cases. The client portal is also not there yet, but the team promised to add it soon. Subtasks are implemented in a strange manner and not tied to the main task, which should be changed.

In Betracht gezogene Alternativen

Bitrix24 und Asana

Warum Flowlu gewählt wurde

Having tried various solutions, I decided to give Flowlu a chance and switch from two other PM tools I had been using. Even though I don’t have a need to manage hundreds of people, it is still important to stay on one tab and not to switch between different solutions as Flowlu has many features under one roof. So far, Flowlu is a multi-purpose tool and I can replace various small services I had been using previously.

Zuvor genutzte Software

Bitrix24 und Asana

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

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

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 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

Online Invoicing; CRM, Sales funnel, kanban board,agile project management
very good interface
very good UX
clear overview, good user documentation to get started

Nachteile

i regret there is no client portal yet.
also for belgium it would be great to support the different taxes for the booking option.

In Betracht gezogene Alternativen

HubSpot CRM

Gründe für den Wechsel zu Flowlu

pricing, full spectrum options for, complete system for my business and even more :-)

Vorteile

Simple interface, fast loading of subsections, everything is where its gotta be (intuitive).

Nachteile

Doesnt have Russian language for interface.

In Betracht gezogene Alternativen

Nifty

Warum Flowlu gewählt wurde

Both of these are overloaded and bloated. And their UI is not so clean, responsive and fast.

Zuvor genutzte Software

Bitrix24

Gründe für den Wechsel zu Flowlu

Flowlu has the features that we need and doesnt have features that we dont need.

Vorteile

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.

Nachteile

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.

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

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. Easy to use interface
2. Support is just absolutely amazing and helpful
3. Amazing features
4. Roadmap looks really promising
5. Amazing Features

Nachteile

Honestly nothing much at this point was just a few bugs setting up gmail and the mobile some small bugs.
Gmail just requires 2FA to set but im sure they must be a work around overall super super polished and literally time saver

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