Flowlu

Flowlu

by Flowlu • • CRM Software

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Free plan available View plans

Flowlu is CRM and project management software with invoicing, built for agencies and small service teams and sold per user with a permanent free plan.

Flowlu keeps a service business's sales pipeline, project delivery and billing in one workspace. A deal won in the CRM can move into a project and then onto an invoice without copying client details between tools. The company behind it, also called Flowlu, has developed it from Dubai since 2016. Every module reads from the same client records, so a customer's opportunities, tasks, estimates and payments sit together. The CRM shows Opportunities on a Kanban board across sales pipelines, beside Accounts that hold organizations and contacts with custom fields. Activities log calls, meetings and follow-ups on each record, embedded web forms create leads, and automation rules reassign deals or send emails. Finance turns an opportunity's linked products into an estimate, then tracks invoices, payments, expenses and cash flow. Projects and Tasks add milestones, Gantt charts and Agile Projects with sprints, while Knowledge Base, Mind Maps, chat and a client portal cover collaboration. Flowlu suits freelancers and small teams who start on the free plan, and agencies or consultancies that want selling, delivery and invoicing in one account. Mid-sized firms that bill by the hour can record billable time against planned hours at custom billing rates. It is sold per user per month, every plan carries every module, and paying yearly lowers the rate. Higher plans add sales automations, duplicate merging, role-based access and the client portal, and the top plan adds white-labeling. A trial of the full subscription starts without a card. A lead submitted through a website form lands in the pipeline, and once it is won the same client gets a project with tasks, deadlines and tracked hours. The finished work is invoiced from that client's record, and recurring invoices handle retainers. Clients can be given access to the client portal and an external knowledge base rather than a chain of emails. The REST API and outgoing webhooks link Flowlu to other systems, and the iOS and Android apps keep opportunities current away from the desk. It fits a small agency that wants each client's deal, project plan and invoices on one record.

Pricing

View plans
  • Free

    Free

    • Free with no expiry, a two-user workspace
    • CRM with 100 contacts, 1 sales pipeline and lead capture forms
    • Tasks and projects with 1 workflow, Kanban and list views, milestones
    • Invoices and estimates, product catalog, payment and expense tracking
    • Private chat, personal calendar, comments, basic wiki, mind maps, company feed
  • Essential

    $12 per month

    $9 per user a month billed yearly; $12 per user billed monthly

    • Yearly payment carries a lifetime 25% discount
    • 7-day trial of the full subscription, no credit card required
    • Multiple sales pipelines and email templates
    • Gantt chart, backlog and sprints, subtasks, task dependencies, project workflows
    • Online payments, invoice templates, late reminders, profit and loss and cash flow reports
    • Group chat and a team knowledge base
  • Advanced

    $22 per month

    $17 per user a month billed yearly; $22 per user billed monthly

    • Sales automations, client portal and duplicate merge
    • Multiple task workflows, recurring tasks, portfolio management, project cash flow forecast
    • Recurring invoices, multi-organization and multi-currency, inventory tracking
    • Role-based access, external wiki and knowledge base for clients
    • Billable hours, planned versus logged time, custom billing rates
  • Ultimate

    $32 per month

    $24 per user a month billed yearly; $32 per user billed monthly

    • 20 task and project workflows, 50 agile projects, 100 external collaborators
    • Enterprise project and portfolio analytics
    • Full white-labeling, custom domain and email, enterprise security options

Features

  • Included: Visual sales pipeline
  • Included: Contact and company records
  • Not included: Two-way email sync with Gmail and Outlook
  • Not included: Calendar sync and booking links
  • Included: Activity and task logging
  • Included: CRM workflow automation
  • Included: Custom fields and objects
  • Included: Lead capture web forms
  • Not included: Weighted pipeline forecast
  • Not included: Custom reports and dashboards
  • Included: Quotes generated from a deal
  • Not included: Territory assignment rules
  • Included: Duplicate detection and merge
  • Included: Native mobile CRM app
  • Included: Role-based record permissions
  • Included: CRM REST API and webhooks
  • Included: Free CRM plan
  • Not included: AI-generated record summaries

Additional Features

  • Opportunities Kanban board with multiple sales pipelines
  • Accounts for organizations and contacts
  • Custom fields on CRM records
  • Record Lists app for custom tables linked to accounts
  • Embedded web forms that create leads
  • Activities for calls, meetings and follow-ups
  • Automation rules that reassign deals or send emails
  • Estimates built from an opportunity's products
  • Duplicate check and merge for CRM records
  • Access rights by role and by employee
  • Branded invoices and estimates
  • Recurring invoices
  • Online payments and late payment reminders
  • Profit and loss and cash flow reports
  • Multi-currency and multi-organization finance
  • Inventory tracking
  • Gantt charts and task dependencies
  • Agile Projects with backlog and sprints
  • Portfolio management
  • Billable hours and custom billing rates
  • Planned versus logged time
  • Client portal
  • External knowledge base for clients
  • Mind Maps
  • Team chat and company feed
  • iOS and Android apps
  • REST API with outgoing webhooks
  • White-labeling with a custom domain

Best for

  • Agencies that sell projects and bill clients from one account
  • Consultancies tracking billable hours against client projects
  • Freelancers and two-person teams starting on a free plan
  • Small service businesses replacing separate CRM, task and invoicing tools
  • Mid-sized firms managing project budgets and cash flow
  • Teams running agile sprints beside client work
  • Firms that give clients their own portal and knowledge base
  • Companies that want the workspace white-labeled on their own domain

Use cases

  • Capturing website leads into a sales pipeline
  • Moving deals through stages on a Kanban board
  • Turning a won deal into an estimate and an invoice
  • Planning client projects with milestones and Gantt charts
  • Running sprints from a backlog
  • Logging billable hours against a project
  • Sending recurring invoices for retainers
  • Tracking expenses and project cash flow
  • Merging duplicate contacts and companies
  • Giving clients access to a portal and knowledge base
  • Limiting which deals each employee can see
  • Sending CRM changes to other systems through webhooks

Screenshots & Videos

Explore Flowlu in action

Flowlu Homepage With The Module Tabs
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Flowlu Homepage With The Module Tabs

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