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Does it all really well
Joshua M., Founder
Joshua M., Founder

This review was originally published and hosted on Capterra.

Overall:

Flowlu is a great help when it comes to organizing information about my clients all in one place. It is also a great solution for small businesses that don't have a dedicated IT staff to integrate several systems. It is really good at most things.

Pros:

Flowlu covers a lot of ground. It is one system that can keep track of clients, prospects, and leads and also invoice your clients, and also track projects, and also track tasks, and email, and create a knowledgebase. It is one system which puts all of your client interactions at your fingertips. I really like the concept of one integrated system that keeps track of most of the things I need to do with clients every day rather than duplicate data entry for several disconnected systems. This is especially important for small companies like mine that have limited bandwith.

Cons:

When transitioning to the system from another CRM, I could not move all of my information over easily. The email history that could be transferred was limited and there is no way to import older emails.

Switched From:

Agile CRM

Reasons for Switching to Flowlu:

Flowlu offers more functionality for a similar price.

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