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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.
Flowlu - Client Portal Software
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.
Flowlu - Intuitive, Secure, Flexible
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.

Client Portal Software
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.

Client Portal Software
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.

Client Portal Software
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!

Client Portal Software
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.
Flowlu - Provide Payment and Expense History
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!
Flowlu - Build Knowledge Base for Your Contractors and Clients
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!
Flowlu - Streamline Communication With Clients
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.
Flowlu - Get Fully Customizable Client Portal

Explore Our Pricing Tiers

Choose the right plan for you to manage your client collaboration.
Free
2 Users
1GB Storage
$0
Always free. No expiration, no hidden fees
Sign Up
  • Unlimited Projects & Tasks
  • Unlimited Contacts
  • Invoicing & Online Payments
  • Expense Tracking
  • 1 Project Template
  • 1 Knowledge Base
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Team
8 Users
10GB Storage
$39 $49
per team / month
billed yearly
per team / month
billed monthly
Start free trial
  • All features from Free plan, plus:
  • Client Portal
  • 3 Project Templates
  • 2 Knowledge Bases
  • Task Automation
  • API and Webhooks
  • Email Integration
  • Time Tracking
  • CRM Automation
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Business HIT
16 Users
50GB Storage
$79 $99
per team / month
billed yearly
per team / month
billed monthly
Start free trial
  • All features from Team plan, plus:
  • Custom Fields
  • Time Billing
  • Task Automation
  • Click & Open Tracking for Email
  • Telephony Integration
  • Mailchimp Integration
  • Advanced Reports
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Professional
25 Users
100GB Storage
$159 $199
per team / month
billed yearly
per team / month
billed monthly
Start free trial
  • All features from Business plan, plus:
  • 20 Project Templates
  • Unlimited Knowledge Bases
  • Change History
  • Advanced Reports
  • Custom Logo
  • Report: Project Cash Flow Forecast
  • Additional Transactions Reports
  • External User Roles
  • User Roles
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Enterprise
Unlimited Users
1000GB Storage
$263 $329
per team / month
billed yearly
per team / month
billed monthly
Start free trial
  • All features from Professional plan, plus:
  • Formula Fields
  • Custom Domain
  • Unlimited External Users
  • IP Whitelist
Show all features

Why businesses love Flowlu?

A very strong tool for SMB and PM
Imagine a unified business management platform that caters to SMBs but includes powerful enterprise-level functionality normally reserved for more expensive CRMs, PM tools, and the like. It's as if they scoured the market for the most popular features, then crammed them all into their product. Read more
Brandon E.
Brandon E.
Sales Specialist
Comprehensive solution for project management and CRM
Flowlu is a comprehensive solution for project management and CRM software. Especially when you don’t want to have a dozen separate systems and drown in integration efforts. The interface is easy to use, and there are some amazing features, such as fully automated task flow inside the system itself. It also has enough customization capabilities ... Read more
Tomas V.
Tomas V.
CEO
By far one of the best business management software
I run an agency and have personally used countless project and business management software solutions. Flowlu is a feature-rich CRM that offers amazing automation tools to make your life easier. It provides a plethora of features that can be customized to meet your company's unique requirements. I also appreciate that it includes time track... Read more
Shiraz Q.
Shiraz Q.
CEO
Fast, feature packed, priced right
Flowlu is easy to use, has a mobile app, and keeps getting better. 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 sys... Read more
Josiah H.
Josiah H.
Web Developer
THIS is what I've been waiting for
My experience has been incredible so far. Flowlu has replaced five applications and has made life better for me and 350 of my employees. It's kind of like being a kid at Christmas... I actually look forward to using the application every morning. The thing that differentiates them from everyone else is that they do a lot of things very well... Read more
Antonio Thornton, P.
Antonio Thornton, P.
CEO
Pumped about Flowlu
I was looking for a viable platform that would make my business more profitable and easier to run and manage to meet my requirements for a very long time. Some platforms offer similar functions to Flowlu but Flowlu offers speed, performance and overall product quality. I am implementing and testing the platform now in several companies that I ru... Read more
Martin G.
Martin G.
Director
Does it all really well
Flowlu is one system that puts all your client interactions at your fingertips. I really like the concept of one integrated system that keeps track of most of the tasks I need to do with clients every day, rather than requiring duplicate data entry across several disconnected systems. This is especially important for small companies like mine th... Read more
Joshua M.
Joshua M.
Founder
So much more than just a Project Management tool!
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. It also includes one of the best new customer onboarding processes I've seen from a SaaS provider, utilizing its ... Read more
Tim D.
Tim D.
Head Consultant
Flowlu has been the most useful project management tool that we have
We are having the best and most efficient experience working on our projects with Flowlu. It allows us to ensure constant collaboration on all our tasks, which helps us achieve our project goals within the allocated timeframe. It offers us an amazing virtually shared workspace that helps us collaborate and work on our tasks as a team. Read more
Tim Van W.
Tim Van W.
Senior Project Supervisor
Flowlu allows businesses to manage projects from anywhere
This software is great!! So easy to enter information and schedules. This solution keeps me very productive! I have a tendency to try to tackle too much at once and end up with an overwhelming number of unfinished tasks. I like the fact that I can share the tasks and lists with anyone just by using their email addresses. Read more
Alvin Buckley
Alvin Buckley
Events Services
Integrate with your favorite tools
Connect your Flowlu account with other apps via native and third-party premade integrations.
Flowlu - Integration with Imap
Flowlu - Integration with PayPal
Flowlu - Integration with KonnectzIT
Flowlu - Integration with Jira
Flowlu - Integration with Google Calendar
Flowlu - Integration with Integrately
Flowlu - Integration with Jivochat
Flowlu - Integration with Pabbly
Flowlu - Integration with Calendly
Flowlu - Integration with AppyPie
Flowlu - Integration with Square
Flowlu - Integration with Zendesk
See how Flowlu works for your business. No credit card required.
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