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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.
Financial Management
Easily manage and track your finances.
Online Invoicing
Invoice clients and get paid online.
Knowledge Base
Create both internal and external knowledge bases.
Agile & Issue Tracker
Quickly adapt to changes within your project.
Collaboration Tools
Stay in touch with your team at any time.
Client Portal Software
Communicate with your clients in Flowlu.
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
CRM for Crypto Companies
Boost your sales performance with Flowlu, an all-in-one cloud-based CRM for crypto brokers. Get all the benefits of automated sales processes, fully-packaged project modules, and financial tools to manage your crypto projects from end to end.
Everything to manage deals
Save your time switching between apps and manage, store, and organize all the information in Flowlu, the best CRM for blockchain projects. Even if you already use a CRM, crypto projects require lots of financial and project management tools, and Flowlu can handle everything at once.
Manage Sales Pipelines and Opportunities
Among other CRMs for crypto companies, in Flowlu, you can create custom sales pipelines to predefine each stage of your sales. Organize sales opportunities, add custom values, and set automations to reach desired results. Link sales managers and plan budgets for each opportunity, or attach documents so you don't miss important details.
Keep Information of Your Clients Organized
With a fully customizable CRM for cryptocurrency traders, you can store any contact information from your clients in Flowlu. Securely store financial information, verification documents, and other important attachments unique to each CRM account of your client. Telephony integration will help you carefully store call logs, while advanced settings will prevent a contact from being duplicated.
Automate Your Workflows
Automation is everything to build a seamless sales process. In Flowlu, you can easily automate your sales process, project workflows, and invoicing to ensure a smooth process of successfully closing deals. Don’t worry about missing any important updates; our customizable notifications will take care of keeping you in the loop.
Keep Track of Crypto Projects
Crypto projects are complex processes; whether it’s a listing or running a referral program, it’s essential to keep all important documents, financial information, cash transactions, and tasks of your teammates in one place. Flowlu has all the tools to automate and manage your crypto projects effectively.
A Portal for Your Clients
If you're working on an external blockchain project or working as an outsource agency, Flowlu is a top pick to keep your clients involved in the project management process. Flexible access rights and project portfolios allow your clients to see only those projects, invoices, and estimates that they’re allowed to see.
End-to-end Onboarding
Verification is an important part of crypto projects and financial operations in general. To make the KYC process seamless and simple, Flowlu has an onboarding module, where you can create check-lists for your clients, so they can follow the verification step-by-step and ensure they provide you with all necessary documents.
Deep Analysis
Flowlu allows you to analyze and create reports for all your activities: projects, tasks, finances, and sales opportunities. Various financial planning tools, such as budgeting, will help you better analyze your financial situation and invest wisely.
Integrate With Your Favorite Crypto Tools
Want to integrate your crypto CRM software with your favorite apps? Not a problem with Flowlu. Even if you didn’t find necessary integration within the various components presented in Flowlu, third-party integrators will solve this!
The Whole Office at Your Fingertips
Even when you’re out of the office, stay in touch with your clients and teammates with Flowlu. Built-in messenger will keep you connected with teammates, while all essential modules, such as Projects, CRM, and Finances will show you any information you need. Stay on the line and won’t miss anything important.
Crypto CRM Solution to Manage Your Deals
If you’re looking for the best CRM for crypto brokers, Flowlu is worth a try! With an unlimited 14-day trial, you can explore all the features and integrations to see how they boost your blockchain projects. Handle all your projects, clients, team collaboration, finances, and corporate knowledge at once.
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A search engine for your salesTry Flowlu, the best CRM solution for crypto deals and projects. Explore multiple features that cover all your needs at once and stay in touch with your clients and stakeholders.
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Email and telephony syncronizationKeep all important data in a quick access with powerful telephony and email integrations. Activity log for each client or sales opportunity will show all last related activities.
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.
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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 ...
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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...
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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...
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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...
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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...
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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...
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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 ...
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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.
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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.
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Integrate with your favorite tools
Connect your Flowlu account with other apps via native and third-party premade integrations.
