Client Portal Software

Create a dedicated space to share information with your clients, freelancers and contractors. Take your business to the next level with the professional client portal for seamless customer collaboration.

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Secure

All your information is stored and encrypted using the TLS protocol.

Easy-to-use

Explore the seamless onboarding and knowledge base.

All-in-one

Everything for planning, managing and analyzing your projects.

Fully customizable

Customize Flowlu to meet the needs of your business and clients.

Intuitive, Secure, Flexible

Streamline your client collaboration and delight them with a seamless experience by adopting a customer portal software.

Customize What Your Clients See

Invite your clients and contractors by email or a link and determine what they should exactly see at the client portal software. Use flexible permissions to build a secure digital hub for all customer information. Your clients will get quick access to only the data and fields you appoint to them.

Assign and View Tasks

Enable your clients to see what your team is working on at the moment. Let your customers create new tasks for your team or use client portal software to assign tasks to freelancers, vendors or contractors.

Reflect Project Progress

Provide your clients and external stakeholders with a 360-degree view of their own projects — tasks in progress, current stage and status, comments and requirements, documents and files, payments and expenses. Let your clients participate in shaping the best product for their unique needs.

Invoice Your Customers

Collect all client’s invoices and estimates in one place to make it easy for your customers to keep track of the billing. Let them pay all their invoices online right from a single customer portal. Enhance your customer experience by saving their time!

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Provide Payment and Expense History

Use the client portal as a central place to share information on project payments and expenses with your customers. Improve transparency into your work and let them easily access the financial data they need.

Build Knowledge Base for Your Contractors and Clients

Empower your clients and external providers with all the information they will ever need using a well-organized knowledge base installed right in your client portal. Add videos and images, attach files and tables, create comprehensive guidelines and present your external providers and customers with that information. No need for them to contact your reps directly!

Streamline Communication With Clients

Centralize customer communication like project tracking, messaging, invoicing in one single place with the client portal software. Interact with your customers over comments or use a built-in messenger to share updates on projects in real-time. Engage them in your work!

Get Fully Customizable Client Portal

Use a custom domain to white-label your portal and add a more professional look. Add logo, personalized onboarding checklist to provide the best experience to your clients. With granular permissions, display only those modules and information that your clients require.

Shaiq Uddin

Director, Sales & Marketing Operations

"We were able to replace 12 different apps partially or in full from our day-to-day routine by completely switching to Flowlu. Not only did we eliminate most of the manual integration work, we were also able to cut down and save hundreds of dollars that used to go in monthly subscriptions."

12+

Business apps replaced with Flowlu

$4k+

Saved on subscriptions annually

100%

Key business processes automated

1.1k

Tasks executed through Flowlu

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Explore Our Pricing Tiers

Choose the right plan for you to manage your client collaboration.

1 Month Year -25%

Free

For freelancers and small teams: a simple workspace for trying Flowlu without commitment.

Always free. No expiration,
no hidden fees

Key Features
CRM

100 contacts, 1 pipeline, lead capture forms

Tasks & Projects

1 workflow, Kanban & list views, milestones

Finance

Invoices & estimates, product catalog, branding, payment & expense tracking

Collaboration

Private chat, personal calendar, comments & mentions, basic wiki, mind maps, company feed

Time Tracking

Customization

HR

Integrations & API

Automation

Support

Help center + AI bot
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Essential

For growing teams: move beyond basic task tracking to manage client work confidently.

$9 ~~$12~~

per user / month
billed yearly per user / month
billed monthly

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Everything in Free +
CRM

Multiple sales pipelines, email sync, email templates, CRM reports

Tasks & Projects

Gantt chart, backlog & sprints, subtasks, task dependencies, project workflows, basic financial tracking

Finance

Online payments, invoice templates, late reminders, finance reports (P&L, cash flow)

Collaboration

Task followers and collaborators, group chat, shared calendars, growing team knowledge base

Time Tracking

Timer for tasks

Customization

Custom fields & lists, task statuses, templates, basic record customization

HR

Basic team organization (groups)

Integrations & API

Core integrations

Automation

Support

Live chat
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Advanced POPULAR

For mid-sized companies: handle complex projects and finances with more control.

$17 ~~$22~~

per user / month
billed yearly per user / month
billed monthly

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Everything in Essential +
CRM

Sales automations, email tracking, client portal, duplicate merge, advanced CRM reports

Tasks & Projects

Multiple tasks workflows, recurring tasks, portfolio management, project cash flow forecast

Finance

Recurring invoices, multi-org & multi-currency support, inventory tracking

Collaboration

Role-based access, external wiki for clients, advanced knowledge base

Time Tracking

Billable hours, planned vs. logged time, custom billing rates

Customization

Formula fields, branding, advanced record customization

HR

Org chart, time off management, schedules

Integrations & API

Full integration hub with higher API capacity

Automation

Workflow & pipeline automations, 3 business processes

Support

Priority support
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Ultimate

For scaling organizations: unify projects, people, and finances in a customizable system.

Custom

per user / month
billed yearly per user / month
billed monthly

Everything in Advanced +
CRM

5 inboxes per employee, extended email history, advanced tracking

Tasks & Projects

20 task & project workflows, 50 agile projects, enterprise project & portfolio analytics

Finance

Budget planning, advanced dashboards, enterprise finance tools, multiple organizations

Collaboration

Enterprise knowledge base, 100 external collaborators, full collaboration suite

Time Tracking

Full time tracking suite across projects & teams

Customization

Full white-labeling, custom domain & email, enterprise security options

HR

Enterprise HR suite for large teams

Integrations & API

Enterprise integrations with maximum API capacity

Automation

Full automation suite, 10 business processes

Support

Dedicated success manager + onboarding
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