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.

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Flowlu - Best CRM for Small Business: Grow Smarter, Not Harder

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 exactly your needs.

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.

Sales Management

Eliminate manual work and organize a seamless sales journey with customizable sales funnels. Automated opportunity and lead management, task distribution, web forms and proactive notifications drive efficiency and boost conversion. Uncover hidden opportunities and optimize strategies by tracking and analyzing customer behavior.

Email & Telephony Integrations

Manage emails and calls from one central hub in Flowlu. Get real-time alerts when clients open emails or click your links, ensuring immediate follow-up.Track your entire communication history and use Flowlu's tools to personalize your sales approach and close more deals.

Task and Event Tracking

Streamline work processes, ensuring that each team member understands their responsibilities, and keep the workflow organized. With a clear overview of tasks on a Kanban board, teams can avoid bottlenecks and maintain a steady pace toward achieving business goals. Flowlu’s handy calendar displays everyone's calls and appointments, making collaboration and scheduling effortless.

Project Management

Utilize a Customer Relationship Management system tailored for small businesses to gain comprehensive project management capabilities. Plan your work effectively, track work hours with ease using a time tracker, and seamlessly generate invoices from client records. Access a comprehensive history of interactions with clients and utilize a convenient file library for project-related documents.

Project Profitability Calculation

Flowlu’s financial management features provide a clear picture of your actual income, revealing the sources of your primary revenue and the most profitable clients. No more spreadsheets—Customer Relationship Management system unveils seasonal demand fluctuations, revenue and cost trends, enabling you to optimize cash flow management, allocate resources effectively, and minimize wasteful expenses.

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.

Consider Your Budget

Small 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.
Trial and Testing

Most 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.
User Reviews and Recommendations

Researching 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.

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How Can You Benefit From CRM for Small Businesses?

Streamlined Customer Data Management

Managing customer data can be a daunting task for small businesses. Flowlu simplifies this process by centralizing customer information, making it easily accessible and updatable. This ensures that all team members have real-time access to critical customer details.

Improved Customer Relationships

Building strong relationships with customers is vital for small businesses. Flowlu provides insights into customer preferences, purchase history, and interactions, enabling businesses to personalize their approach. This personalized touch enhances customer loyalty.

Increased Sales and Revenue

The ultimate goal for any business, small or large, is to increase sales and revenue. Flowlu helps small businesses track leads, identify sales opportunities, and streamline the sales process. The result is a more efficient sales pipeline and increased revenue generation.

Time and Resource Efficiency

CRM automates repetitive tasks, allowing employees to focus on more strategic activities. This enhances efficiency and ensures accuracy. Flowlu aids in optimizing resources by providing insights into high-potential opportunities and areas that require attention.

Better Decision-Making For Teams

By providing real-time data and analytics, CRM empowers SMBs to make informed decisions, leading to more successful business strategies. Utilizing data-driven insights, businesses can identify trends, forecast market changes, and stay ahead of the competition.

Enhanced Client Communication

Effective communication is the cornerstone of any successful business. Flowlu facilitates communication by integrating with email, phone, and messengers. This integration ensures that all customer interactions are recorded and easily accessible.

Cost Savings for Business Owners

CRM brings about operational efficiency, leading to a reduction in overall costs. Streamlining processes and eliminating redundancies contribute to significant savings. For companies, CRM represents a valuable investment with long-term benefits.

Security and Protection of Your Data

Flowlu prioritizes the security of customer information. Robust data protection measures ensure that sensitive data is safeguarded against unauthorized access. Small businesses can trust CRM to comply with data protection regulations, mitigating the risk of complications.

Accessibility and Flexibility for the Whole Team

Flowlu enhances accessibility, allowing businesses to access critical data from anywhere. This flexibility is a vital asset in today's remote-first business world. Employees can access CRM data remotely, ensuring that business operations continue seamlessly.

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

Read the case study

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Select Your Subscription

Choose the right plan for your small business.

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

Start free trial

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

Start free trial

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
Show all features

Want to learn more about all the handy features we offer? Check out our detailed pricing page to explore everything that’s included.

Go to Pricing

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

Events Services

Integrate with your favorite tools

Connect your Flowlu account with other apps via native and third-party premade integrations.

See All 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

Employee Training

Introducing a new system requires proper training. Ensure that your team is well-versed in using the CRM software. This not only maximizes its benefits, but also reduces resistance to change.

Data Migration

Smooth data migration is critical for a seamless transition to a Customer Relationship Management system. Verify that your existing data can be easily imported into the new CRM software without loss or corruption. Flowlu makes data migration a breeze—simply import your information effortlessly using a CSV file.

Setting Clear Goals

Define clear goals for implementing Customer Relationship Management software. Whether it's improving customer satisfaction, increasing sales, or enhancing communication, having specific objectives will guide your CRM strategy.

Regular Evaluation and Updates

CRM is not a one-time implementation; it requires ongoing evaluation and updates. Regularly assess its effectiveness, gather feedback from users, and implement updates to ensure optimal performance.

Frequently Asked Questions

You will find the answers in the knowledge base or write to us in the online chat.

Knowledge base Ask a question

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.

See how Flowlu works for your business. No credit card required.

Best CRM for Small Business: Grow Smarter, Not Harder

Skyrocket Your Sales and Boost Efficiency

Features for Small Businesses

Book online demo

How to Find the Best CRM for Your Small Business

How Can You Benefit From CRM for Small Businesses?

Streamlined Customer Data Management

Improved Customer Relationships

Increased Sales and Revenue

Time and Resource Efficiency

Better Decision-Making For Teams

Enhanced Client Communication

Cost Savings for Business Owners

Security and Protection of Your Data

Accessibility and Flexibility for the Whole Team

Select Your Subscription

Why businesses love Flowlu?

Common Challenges with CRM Adoption

Implementing CRM Successfully