Features
Online CRM
Effortlessly manage and capture new sales opportunities.
Project Management
Plan, create and manage multiple projects.
Task Management
Stay on top of all your tasks with ease.
Online Invoicing
Invoice clients and get paid online.
Workflow Automation
Eliminate routine and focus on actual work.
Collaboration Tools
Stay in touch with your team at any time.
Financial Management
Easily manage and track your finances.
Agile & Issue Tracker
Quickly adapt to changes within your project.
Knowledge Base
Create both internal and external knowledge bases.
Solutions
Marketing Agencies
Efficiently create and track all your marketing projects.
Building & Construction
Manage your constructing projects and finances at once.
IT Departments
Build a seamless workflow for your IT department.
Business Consultants
Track your regular to-dos and communicate with clients.
Legal Professionals
Keep in touch with your clients and monitor legal projects.
Educational Institutions
Build end-to-end communication within educational departments.
Manufacturing Sector
Integrate your entire manufacturing process.
Small Business
Simplify, automate and boost your small business’s workflows.
Event Planners
Turn chaos into celebration with Flowlu’s smart planning tools.
Help Center
Find answers to your questions and get support for using Flowlu effectively
What's New
Explore the latest features and improvements
Flowlu Blog
Discover our newest posts and product updates
Customer Stories
See how our users achieve more with Flowlu
Guides
Master Flowlu with our step-by-step guides
Templates
Jumpstart your projects with our ready-made templates
Use Cases
Discover the best ways to utilize Flowlu for your needs
Free Tools
A collection of free resources to support your daily business tasks.
Features
Online CRM
Effortlessly manage and capture new sales opportunities.
Project Management
Plan, create and manage multiple projects.
Task Management
Stay on top of all your tasks with ease.
Online Invoicing
Invoice clients and get paid online.
Workflow Automation
Eliminate routine and focus on actual work.
Collaboration Tools
Stay in touch with your team at any time.
Financial Management
Easily manage and track your finances.
Agile & Issue Tracker
Quickly adapt to changes within your project.
Knowledge Base
Create both internal and external knowledge bases.
Solutions
Marketing Agencies
Efficiently create and track all your marketing projects.
Building & Construction
Manage your constructing projects and finances at once.
IT Departments
Build a seamless workflow for your IT department.
Business Consultants
Track your regular to-dos and communicate with clients.
Legal Professionals
Keep in touch with your clients and monitor legal projects.
Educational Institutions
Build end-to-end communication within educational departments.
Manufacturing Sector
Integrate your entire manufacturing process.
Small Business
Simplify, automate and boost your small business’s workflows.
Event Planners
Turn chaos into celebration with Flowlu’s smart planning tools.
Help Center
Find answers to your questions and get support for using Flowlu effectively
What's New
Explore the latest features and improvements
Flowlu Blog
Discover our newest posts and product updates
Customer Stories
See how our users achieve more with Flowlu
Guides
Master Flowlu with our step-by-step guides
Templates
Jumpstart your projects with our ready-made templates
Use Cases
Discover the best ways to utilize Flowlu for your needs
Free Tools
A collection of free resources to support your daily business tasks.
Custom Client Portals: Bring All Client Work into One, Secure Place
Give your clients & customers easy access to information they need. Flowlu’s secure client portal software simplifies sharing of progress updates, estimates, and invoices. It’s customizable to your business, with extensive self-service and collaboration features.
Secure Document Sharing Portal: Brilliantly Organized Space for Clients
Create a unified space where all your project information, documents & files are presented to your clients exactly the way you want it. With Flowlu’s secure online portals, you can streamline all interactions.
Best Features of Online Client Portals
Precisely Control User Access
Flowlu gives you granular control over user permissions. Set up access rights for a single person, or make custom roles for multiple users (like clients or contractors) and configure what each can see and do. Even better, allow your employees to invite new users to collaborate faster.
Onboard Faster
Simplify client onboarding with automated invitations. Invite external users via email or a secure, shareable link, with options to resend or cancel invitations. When a user is added, Flowlu can automatically create a CRM contact for smarter account management from day one.
White-Label the Experience
Generic-looking portals severely hinder client adoption. Make your identity shine by creating a branded client portal. Think brand colors, your business logo in the header, or even a custom domain for a true white-label experience. Create secure portals as an extension of your business.
Empower Self-Service
Want to stop answering the same questions repeatedly? Place a knowledge base within Flowlu’s client portal platform to transform it into a powerful hub for all self-service needs. Empower customers to find answers to common questions and access the right solutions 24/7.
Danijel Bićanic
Sales Trainer, Owner of Bićanić Consulting
"We chose Flowlu because it centralizes our operations, sales, and project management in a single platform. It gives us a clear overview of events, deadlines, and tasks at a glance, so everything is clearly organized in one place."
1
workspace for the entire team
25%
less internal back-and-forth
15%
faster project delivery
30%
less time spent on manual tasks
