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

- 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

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

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

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.

Nachteile

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.

Vorteile

It replaces many different apps and tools all in the same place. Previously I was juggling Gmail, Trello, Asana, Invoicing directly through Paypal (previously using Dubsado), and missing out on a helpdesk and knowledge base which would have cut down on admin time. Flowlu includes all of this.

Nachteile

There are some features still in development like the client portal, contract signatures, and some integrations but they're on the roadmap. These aren't deal breakers and I'm okay with waiting for them.

In Betracht gezogene Alternativen

ClickUp

Warum Flowlu gewählt wurde

Too many tools, too many different subscriptions, different platforms to log into, lack of integration.

Zuvor genutzte Software

Gmail, Trello, LiveAgent, ClickUp und Asana

Gründe für den Wechsel zu Flowlu

It included a few features that Clickup didn't, and I really like the development roadmap.

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

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

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.

Nachteile

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

Vorteile

development team is smart and responsive. they know Agile Project management and have designed a full-featured, robust business system that works.

Nachteile

I'm looking forward to better document integration with google workplace.

In Betracht gezogene Alternativen

ClickUp

Warum Flowlu gewählt wurde

Better product.

Zuvor genutzte Software

Teamwork und Teamwork Desk

Gründe für den Wechsel zu Flowlu

very easy to use without being simplistic. integrated email. excellent dev team and road map.

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

-task management-recurring tasks-project management-user chat-CRM

Nachteile

-system needs contracts and proposals to be a game changer (in production)-sharp learning curve when initially setting up, can be too overwhelming-system is not always intuitive-

Vorteile

The product is very intuitive and easy to use. I love the...
-CRM functionality
-Task & Project Management
-Knowledgebase
-Mind Mapping
-Integrationg with Gmail, Gsuite, and Google Calendar
-Automations & Workflow
-Ease of linking disparate data together in one place

Nachteile

Not much. There are a couple places in the UI where I'd like to see certain things side-by-side or jump to more easily. I'd also love to see native integration with Office365 (email, calendar).

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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.

Vorteile

1. The interface is really simple and intuitive. It didn't take me long to figure things out on my own.

2. I like the ability to create subtasks and assign those subtasks to different people, independent of who's assigned to the main task. And you can even set deadlines, or track time spent on tasks.

3. The different task views and the ability to have almost granular control over the search filters can really come in handy, especially if your business has many moving parts. Likewise, the ability to create automations with a variety of customizable conditions can really be helpful in streamlining workflows.

4. The ability to create different project workflows, each with its own predefined tasks, milestones, etc., can really be helpful when managing multiple campaigns and/or client-related projects.

5. I like the ability to sync Flowlu calendar with Google calendar—as well as the ability to connect any email inbox to Flowlu. Likewise, I think it's great that they have the option to integrate with online payment gateways like PayPal, Stripe, and Square as it makes things even easier on the client side.

6. You can create your own lists if you want to record any important information for your business.

Nachteile

1. I wish there were other ways to upload documents/attach files other than from your local computer or Google Drive (i.e. Dropbox, iCloud, etc.)

2. A client portal would be nice (although they are already working on it)

3. It's not much of a dealbreaker (since more integrations seem to be on the horizon) but having more in-app integration options than what's on offer right now would be more than welcome.