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Plan work more realistically with the new Workload Report based on team capacity.
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.
Online Invoicing
Invoice clients and get paid online.
Workflow Automation
Eliminate routine and focus on actual work.
Collaboration Tools
Stay in touch with your team at any time.
Financial Management
Easily manage and track your finances.
Agile & Issue Tracker
Quickly adapt to changes within your project.
Knowledge Base
Create both internal and external knowledge bases.
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
Free Tools
A collection of free resources to support your daily business tasks.
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.
Features Designed to Boost Your Marketing Efforts
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.
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.
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Automate Pathway to SuccessAvoid 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.
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Reduce Repetitive Tasks: Save Time & MoneyEncouraging 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.
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Versatile Project Scheduling and PlanningWith 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.
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."
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workspace for the entire team
25%
less internal back-and-forth
15%
faster project delivery
30%
less time spent on manual tasks
