Leading CRM for Marketing Agency

No matter if you’re a digital freelancer or part of a marketing department or advertising agency, using marketing project software helps streamline business processes, reduce manual work and achieve outstanding results.

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Flowlu - Leading CRM for Marketing Agency

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.

Best Project Management Software for Marketing Teams

Control every aspect of your marketing projects and campaigns. Track progress the way you want, switch between views, filter relevant information, automate notifications, and more.

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Features Designed to Boost Your Marketing Efforts

Marketing Project Planning

Manage your marketing projects of any complexity from A to Z. Get a bird's-eye overview of your project progress and team’s current workload. Plan and track financials in real-time, share documents and record customer feedback. Easily create templates for similar projects to eliminate manual work with marketing project management tools.

Task Management

Delegate tasks and establish deadlines, create templates and customize workflows. Track time spent on assignments and improve project accountability. Flowlu offers multiple views for tasks including GTD to-do list, Kanban board, calendar and Gantt chart for even more effective marketing task management.

Client Communication

Store your client communication in one unified platform. Handle several pipelines and ensure that each client is properly guided towards a possible sales outcome. Add additional fields that fit your marketing team needs. Ensure that nothing slips through the cracks.

CRM Software for Marketing Teams

Be in control of your data. Record information about your customers with contact and organization details. View related projects or opportunities, scheduled tasks and appointments. Plan ahead and foster long-term relationships.

Business Automation for Creatives

Streamline marketing project tracking with automation. Automate actions based on preferred criteria, instantly receive notifications about opportunity, project, or task changes, send emails, schedule meetings, and more. Enhance interdepartmental collaboration by creating standardized business processes.

Invoicing and Estimating

Turn your estimates into invoices and allow your customers to pay directly from your invoices with payment gateway integration. Invoice your customers based on spent time on marketing campaigns, advertising and product promoting activities. Generate recurring invoices and send them to your customers automatically.

Document Builder for Marketers

Benefit from the template-based document builder. Create anything from standard proposals and contracts to custom document types. Thanks to automation support, you save valuable time otherwise spent on manual creation and data filling.

Marketing Knowledge Base

Create a centralized location for all vital marketing and brand management materials—reguides, courses, blogs, tutorials, presentations, brand assets for campaigns. Add standardized training for new employees with an easy-to-use knowledge base.

Mind Maps for Creative Teams

Import existing mind maps or create new ones to vividly illustrate your thoughts to the team. Brainstorm new ideas, visualize ad campaigns and SEO projects, instantly share a link to the mind map with your colleagues.

Marketing Team Collaboration

Share news and updates across your team with built-in online chat to keep everyone informed. Effortlessly discuss content strategy and generate ideas for campaigns using comments and @mentions within the Flowlu interface.

Client Portals for Needy Clients

Set up client portals, invite external users by email or with a shareable link, and give them access to the project information you want them to see. Clients can agree on estimates, pay invoices, and communicate with your team via chat.

Agile Marketing

Adapt on the go and strive in ever-changing conditions. Create custom workflows to improve team management, prioritize backlog tasks, and visualize progress on a project. Instant notifications help to stay updated at all times.

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Project Workflows

Ensure work efficiency. Set up stages, milestones and tasks in a project workflow, and create new projects with a preset structure with a couple of clicks. Add or delete elements to design a perfect workflow for your current project.

Reports and Dashboards

Seamlessly access reports for all installed modules. Keep an eye on opportunities, monitor Agile projects in progress, see upcoming expenses, and control cash flow. Or, create multiple dashboards and populate them with widgets that present the information you need to work efficiently.

Financial Management

Manage all financial records of your marketing agency from a centralized location. Keep track of received project payments and account transfers, create new payment documents, edit or duplicate them with a single click. Be confident that you have all your finances under control.

Marketing Integrations

Connect any email accounts via Google, Outlook or IMAP to send and receive emails without leaving your Flowlu account. Make calls, record conversations, and generate new opportunities with telephony integrations. Capitalize on instant messaging and communicate on WhatsApp, Viber, and Telegram.

Data Customization

Create custom fields and lists to collect specific information from your clients. Record unique selling propositions, pricing models, used media channels, and any other type of data. Add any number of fields and lists, and find what you need by filtering and sorting.

What Makes CRM Important for Marketing Agencies

Big or small, agencies have a lot to juggle—communicating with clients, working with collaborators, allocating project resources, organizing ad campaigns; the list goes on. This is why CRM software for marketing agencies is an essential part of success. Flowlu has powerful features that boost marketing initiatives, so let’s take a look.

Automate Pathway to Success

Avoid doing monotonous work, simplify your opportunity, project, and task scenarios using Automation. You can create and customize rules according to your specific management needs and preferences.
Reduce Repetitive Tasks: Save Time & Money

Encouraging contributions from stakeholders, sending emails, reviewing project progress, are all recurring tasks. Flowlu allows you to specify the frequency, recurrence, set intervals, and pick the preferred time slot.
Versatile Project Scheduling and Planning

With Flowlu’s Gantt chart, you can visualize the project timeline, track tasks and manage dependencies. Switch to a task list view, or arrange tasks on a Kanban board to monitor the workload. Never miss an event by aligning schedules using sync enabled calendars.

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How Marketing Teams Use Flowlu

Advertising

Using CRM software for advertising agencies, you can track leads through the funnel and follow up on time and nurture relationships. Work in communication across all departments with chats, comments, requests, and notifications. Client portals to agree estimates and pay invoices in one place.

Market Research

Assign tasks to researchers, attach files and checklists. Categorize CRM contacts by category and industry to research specific groups and collect relevant data. Management loves when necessary information is available at all times.

Influencer Marketing

Separate workspaces to collaborate with influencers. Make announcements, discuss key points, upload files, assign tasks, establish deadlines, and track execution. Simplify management of influencer campaigns.

Public Relations

Database of journalists, editors and media outlets, including contact details, preferences and past interactions. Manage campaign budgets, track expenses for events, media outreach and other PR activities.

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

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Choose Your Pricing Plan

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

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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.

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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

CRM software stores all your client interactions and relationships in one place. This means marketers can easily find what they need, so every customer interaction is meaningful and backed up by data. With all client info at their fingertips, teams can develop creative content that aligns with clients’ preferences.

Yes, digital marketing agency CRM helps to manage customer relationships and data. They allow marketers to do personalized marketing, customer segmentation and campaign management, and more importantly, give insights that make marketing strategy work.

Don’t lose sight of the relationship. CRM software empowers marketing teams to build customer loyalty. These systems organize prospects and clients, track activity and goals, and give you a snapshot to keep in line with the business plan.

A marketing list in CRM is a subset of your contacts or leads you want to talk to. They all have something in common - maybe they all work in IT companies or maybe they are small to medium startups in a particular US state.

There are three types of CRM software in marketing: Analytical CRMs rely on data as the platform’s foundation, Operational CRMs automate workloads and streamline management, and Collaborative CRMs dismantle organizational silos.

Marketing management software with automation can auto subscribe contacts to the most relevant lists in your sales funnel. Good for marketers who want to promote certain offers to specific audiences.

There are five stages in the CRM cycle:

Establish brand awareness
Acquire potential clients
Convert leads to customers
Deliver excellent customer service
Maintain loyalty and drive upsells

P1 - Product

P2 - Price

P3 - Place

P4 - Promotion

P5 - People

P6 - Process

P7 - Physical evidence

CRM software helps manage contacts within a business so marketing and sales teams can work together, target their communications and meet deadlines. Good CRM tools have third party data integrations so all the data is up to date and ready for management to use.

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