Simple Consulting Software for Project Management & CRM







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Access In-Depth ReportsThorough reporting is good for both deliverables and internal operations. View reports for all activities performed in the system, use this data to calculate salaries, measure team workload, and track expenses.
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Use Popular Integrations for ConsultantsTake advantage of apps you know and love with Flowlu integrations. Settle accounts with online payment gateways, export leads from Tilda forms into the CRM, sync with Calendly, get notifications in Slack, and much more.
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Embrace Online CollaborationCollaborate and brainstorm ideas using flexible mind maps. Chat with your team to get opinions, find solutions, and share updates in real-time. Attach documents, leave notes, and request responses.



Explore Our Pricing Tiers
- Unlimited Projects & Tasks
- Unlimited Sales Opportunities
- Invoicing & Estimates
- 100 Contacts & Organizations
- Payment & Expense Tracking
- Calendar
- Chat
- 1 Knowledge Base
- Mind Maps
- iOS & Android Apps
billed yearly per team / month
billed monthly
- Everything in Free +
- Client Portal
- Unlimited Contacts and Organizations
- Recurring Tasks & Invoices
- Project Portfolio
- 3 Project Templates
- Shared Calendars
- Lead Capture Forms
- Online Payment Integrations
- Group Chat
- Time Tracking
- Custom Lists
- Email Integration
- API and Webhooks
billed yearly per team / month
billed monthly
- Everything in Team +
- Unlimited Automations
- Unlimited Sales Pipelines
- Unlimited Custom Fields
- Time Billing
- Profit and Loss (P&L)
- Project Cash Flow Forecast
- Advanced Client Portal
- Telephony Integration
- Click and Open Tracking for Emails
- Unlimited Agile Projects
- Subtasks
- Duplicate Management
- External Knowledge Base
billed yearly per team / month
billed monthly
- Everything in Business +
- Unlimited Account Admins
- External User Roles
- Change History
- Advanced Reports
- Unlimited Businesses for Financial Management
- Budgeting
- 20 Project Templates
- Unlimited Knowledge Bases
- Unlimited Custom Lists
- Custom Logo
billed yearly per team / month
billed monthly
- Everything in Professional +
- Unlimited Project Templates
- Unlimited Business Processes
- Unlimited External Users
- White-label Options
- Custom Domain
- IP Whitelist
- Formula Fields
- Onboarding Training Workshop
- Dedicated Success Manager
A CRM business consultant is a professional who uses their expertise in customer relationship management systems to help companies improve their skills in this area. Managing connections with clients and organizing their data are vital functions within the marketing, sales, and customer support departments.
A project management consultant is a professional or an organization that provides assistance to businesses that lack advanced knowledge and skills in managing projects. These individuals or firms optimize all the repetitive aspects of a project so clients can concentrate on progression.
To manage client relationships in a consulting environment:
- Understand what your client needs and aspires to.
- Establish clear communication channels.
- Manage client expectations and set boundaries.
- Provide quality solutions.
- Develop mutual respect.
- Ask for referrals and testimonials.
- Use specialized CRM software.
The best way to employ all these practices is to use management consulting software tools.
A good client-consultant relationship means top leadership trusts the consultant’s knowledge and expertise. Building this relationship requires regular communication, collaboration and reporting. Tools that help with these activities are part of CRM for consulting companies, such as Flowlu.
Clients must be actively involved in the consulting process, communicate changes in their priorities quickly and be willing to adjust project parameters when necessary for success.
Consultants should encourage this behavior and do everything they can to deliver actionable insights. This collaborative effort is best exemplified by management consulting software tools, such as CRM.