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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.

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.

Megaphone used to amplify and direct sound

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."

workspace for the entire team

25%

less internal back-and-forth

15%

faster project delivery

30%

less time spent on manual tasks

Read the case study