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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.
Financial Management
Easily manage and track your finances.
Online Invoicing
Invoice clients and get paid online.
Knowledge Base
Create both internal and external knowledge bases.
Agile & Issue Tracker
Quickly adapt to changes within your project.
Collaboration Tools
Stay in touch with your team at any time.
Client Portal Software
Communicate with your clients in Flowlu.
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
Best CRM for Small Business: Grow Smarter, Not Harder
Simplify your small business’s workflows with intuitive CRM software. Automate tasks, manage projects seamlessly, and deliver exceptional service to your customers.
Skyrocket Your Sales and Boost Efficiency
Enter CRM software—your secret weapon for streamlined operations. Stay competitive, efficient, and customer-focused.
Features for Small Businesses
Explore the essential functionalities of CRM software and unlock your small business's true potential for success.
Cash Flow Management
Simple CRM for small businesses will help you keep track of finances for multiple companies in a single account. Record payments and expenses, control transactions, and monitor your organization's profitability in a single window.
Invoices and Quotations
Streamline your client communication with Flowlu's automatic email delivery of proposals and invoices directly from opportunity or project records. Our Customer Relationship Management system for small and medium-sized businesses ensures timely notifications for payment receipts. To eliminate errors in invoice amounts, link products and opportunities, allowing CRM to automatically calculate the cost.
Customer Portal
Empower clients, partners, contractors and other stakeholders with real-time project visibility through Flowlu's secure client portal. Share project details, invoices, and activity updates via a personalized link, allowing external users to stay informed and engaged. Maintain control over the information shared, ensuring only relevant data is accessible. Collaborate effectively and boost customer loyalty within a single, unified platform.
Internal and External Knowledge Base
Streamline knowledge sharing and enhance employee expertise with Flowlu's integrated knowledge base. Centralize valuable information in easily accessible articles, fostering a culture of continuous learning and skill development. Provide external users with self-service access to the knowledge base, allowing them to resolve common issues independently. This minimizes the burden on the tech support team, freeing up their time to focus on more complex cases. By consolidating knowledge and empowering self-service, Flowlu empowers your team to work more efficiently and effectively.
Dashboards & Reporting
Flowlu’s dashboards offer a visual real-time representation of critical data, providing your business with actionable ideas for better decision-making. Flowlu’s reports let you leverage data-driven insights to gain a comprehensive understanding of sales performance, financial health, and team productivity, enabling you to identify trends, optimize strategies, and boost growth.
Workflow Automation
Flowlu’s workflow automation redefines your team’s work by automating repetitive tasks, allowing employees to focus on more strategic and creative aspects of their work. From project automation to CRM automation capabilities, these Flowlu’s features contribute to making business processes smoother and more effective. Eliminate the manual effort involved in team’s tasks by automating repetitive actions such as lead assignment, data entry and follow-up reminders. Leverage automation to ensure timely task completion and accountability.
Team Collaboration
Foster seamless teamwork and communication across distributed teams, regardless of location. Leave comments on opportunities, projects, and tasks to ensure everyone is on the same page. Effectively utilize user mentions to instantly notify relevant individuals, ensuring prompt responses and action. Engage in meaningful discussions and idea exchange via messenger and group chats.
User-Friendly Interface
Small businesses often lack dedicated IT departments, making user-friendly interfaces crucial. Flowlu is intuitive and easy to navigate, ensuring that employees can quickly adapt to and leverage its features. You won’t need external expertise to seamlessly integrate Flowlu into your business processes. Its user-friendly UI enables you to master its functionalities independently, saving time and resources. For any challenges encountered, access our comprehensive knowledge base or reach out to our technical support team for prompt assistance.
Customization Options
The DNA of every business is unique, and its processes should reflect that individuality. Flowlu offers customization options, allowing businesses to tailor the software to their specific needs. This adaptability ensures that the Customer Relationship Management software aligns seamlessly with your existing workflows. Avoid the tedious task of manually entering company data into the Customer Relationship Management system. Easily import comprehensive archives from CSV files, including opportunity details, customer information, tasks, financial date, and more. Flowlu's flexible field customization feature allows you to quickly map data, ensuring seamless data integration.
How to Find the Best CRM for Your Small Business
Finding the best CRM for your small business involves considering several key factors to ensure it meets your specific needs and supports your growth. Before selecting a Customer Relationship Management system, it's crucial to identify the specific needs of your small business. Whether it's improving customer communication, streamlining sales processes, or enhancing data management, a clear understanding of your requirements will guide your choice.
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Consider Your BudgetSmall businesses often operate on tight budgets. It's essential to choose a CRM solution that aligns with your financial constraints. Many CRM providers allow businesses to start with basic features and upgrade as they grow.
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Trial and TestingMost CRM providers offer free trials. Flowlu presents you with a free 14-day trial to dive deep into every feature the platform has to offer, from managing tasks to tracking sales opportunities. Involve key team members in the testing phase to gather diverse feedback.
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User Reviews and RecommendationsResearching user reviews at Capterra or G2 and seeking recommendations from businesses similar to yours can provide valuable insights. Real-world experiences from other business owners can help you gauge the benefits and challenges of a particular CRM.
Select Your Subscription
Choose the right plan for your small business.
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
Team
8
Users
10GB
Storage
$39
$49
per team / month
billed yearly per team / month
billed monthly
Start free trial
billed yearly per team / month
billed monthly
- 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
Business HIT
16
Users
50GB
Storage
$79
$99
per team / month
billed yearly per team / month
billed monthly
Start free trial
billed yearly per team / month
billed monthly
- All features from Team plan, plus:
- Custom Fields
- Time Billing
- Task Automation
- Click & Open Tracking for Email
- Telephony Integration
- Mailchimp Integration
- Advanced Reports
Professional
25
Users
100GB
Storage
$159
$199
per team / month
billed yearly per team / month
billed monthly
Start free trial
billed yearly per team / month
billed monthly
- 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
Enterprise
Unlimited
Users
1000GB
Storage
$263
$329
per team / month
billed yearly per team / month
billed monthly
Start free trial
billed yearly per team / month
billed monthly
- All features from Professional plan, plus:
- Formula Fields
- Custom Domain
- Unlimited External Users
- IP Whitelist
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.
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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 ...
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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...
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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...
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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...
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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...
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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...
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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 ...
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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.
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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.
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Integrate with your favorite tools
Connect your Flowlu account with other apps via native and third-party premade integrations.
Common Challenges with CRM Adoption
Resistance to Change
Employees may resist adopting new technologies. To overcome this, emphasize the benefits of CRM, offer comprehensive training, and highlight how it simplifies their daily tasks. Involve employees in the CRM implementation process. Their insights and feedback can help address challenges and optimize the system according to the needs of different departments.
Data Security Concerns
Address concerns about data security by choosing Customer Relationship Management systems with robust security measures. Clearly communicate the security protocols to your team to build confidence in the new system. Stay ahead of evolving threats by continuously updating your security measures and protocols.
Lack of Proper Training
Insufficient training can hinder successful CRM adoption. Invest time and resources in training programs to ensure that all users are proficient in using the Customer Relationship Management software. Provide continuous support to users. This ensures that employees stay updated on new features and functionalities, maximizing the benefits of the CRM system.
Implementing CRM Successfully
Frequently Asked Questions
You will find the answers in the knowledge base or write to us in the online chat.
From nurturing leads to retaining loyal customers, Customer Relationship Management (CRM) is the Swiss Army knife for small businesses seeking to navigate the complexities of the modern marketplace.
At its core, CRM is a technology-driven strategy that enables businesses to manage and analyze customer interactions throughout the entire lifecycle.
It goes beyond the realms of mere software; it's a comprehensive approach aimed at understanding, engaging, and retaining customers.
By centralizing customer data, businesses gain actionable insights for personalized interactions.
A robust CRM system comprises various components, including contact management, lead tracking, sales management, and customer support. Each element plays a pivotal role in fostering a customer-centric approach, ensuring that no interaction goes unnoticed or unanalyzed.
Small businesses have choices when it comes to CRM solutions. Cloud-based CRM, which offers flexibility and accessibility, is often a preferred option. On-premise CRM provides more control but may require a higher initial investment. Industry-specific CRM tailored to the unique needs of certain businesses can also be a game-changer.
The time required for successful Customer Relationship Management system implementation varies based on the complexity of the business processes and the chosen CRM solution. The typical timeframe is 8 to 16 weeks.
Small businesses should ensure data encryption, secure user authentication, regular system updates, and employee training on security best practices.
Yes, most CRM solutions offer integration capabilities to seamlessly connect with existing tools, software, and business applications.
Yes, CRM software can be customized to suit the specific needs of various small businesses, regardless of their industry, e.g. Marketing & Advertising, Hospitality, Business Consulting.
One of the critical aspects for small business owners is understanding the average costs involved. This includes monthly subscription models, one-time licensing fees, and additional costs for customization and ongoing support. A transparent understanding of these costs aids in making informed decisions.
- Lack of Customer Insights: Without CRM, businesses miss out on valuable insights into customer behavior, making it challenging to tailor products and services.
- Inefficient Data Management: Manually managing data is time-consuming and prone to errors, hindering the agility required for small businesses to adapt.
- Missed Opportunities for Sales and Growth: CRM opens doors to new opportunities by identifying potential leads and helping businesses capitalize on them for sustainable growth.
Yes, some CRM providers offer free basic versions of their software, making it affordable for small businesses with limited budgets. For instance, Flowlu offers a forever free plan with essential features to jumpstart your business.
