This review was originally published and hosted on Capterra.
Overall:
I'd been looking for a well priced, fully functional CRM & Project Management workflow tool for some time and was delighted when I stumbled across Flowlu. Flowlu is a full-fledged business workflow tool that allows you to manage pretty much everything in your business from one central location. It has a well designed, user friendly interface that is simple to operate and navigate your way around. 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. It enabled me to attach a calendar, integrate my email and import my contacts very easily and get up an running with my ongoing projects almost instantly. I also like the way it can generate potential opportunities just from an email. You can display your To Do list in the way that suits your brain. I really like the Kanban Board view, although sorting & filtering tasks through the basic list view will undoubtedly make managing a team much easier and result in greater productivity within the business, if used properly. Whilst I haven't got around to setting them up yet, this system can also handle proposals and invoicing which will again prove hugely beneficial. The fact that you can set up & store multiple templates for a variety of situations will also prove a great time-saver. And finally, one thing far too many small businesses don't do.
Pros:
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.
Cons:
I haven't found anything to dislike in this versatile software tool yet.
Reasons for Choosing Flowlu:
I'd been looking for a well priced, fully functional CRM & Project Management workflow tool for some time and was delighted when I stumbled across Flowlu. Flowlu is a full-fledged business workflow tool that allows you to manage pretty much everything in your business from one central location.