Our Flowflu Review: When I first started searching for the perfect business management software three years ago, I thought I’d need at least five different tools to run my agency effectively. A CRM here, a project manager there, an invoicing system somewhere else—you know the drill. But after spending countless hours juggling between platforms and watching my team struggle with information silos, I realized the truth about integrated business management is far more simple than most entrepreneurs imagine.
If you’re struggling with disconnected tools that don’t talk to each other, you’re not alone—and more importantly, there’s a proven solution that combines project management, CRM, invoicing, and financial tracking into one seamless platform.
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What Is Flowlu? Understanding This Business Management Software
Flowlu is a cloud-based, all-in-one business management platform designed to help small and medium-sized businesses consolidate their operations into a single workspace. Unlike traditional CRM platforms or standalone project planning tools, Flowlu offers an integrated business suite that combines customer relationship management, project tracking, financial management, invoicing and billing system, team collaboration platform, and workflow automation in one unified interface.
Think of it as your business’s central nervous system—every department, every project, every client interaction flows through one organized hub. The platform has been trusted by over 25,000+ companies worldwide and continues to release regular updates to stay competitive in the rapidly evolving business automation platform market.
Key Stats at a Glance:
- Users worldwide: 25,000+ companies
- Starting price: $0 (Free forever plan)
- Paid plans: From $9/user/month
- Modules included: 12+ integrated business tools
- Mobile support: iOS and Android apps available
- Rating: 4.5+ stars across major review platforms
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Core Features: What Makes Flowlu Stand Out?
1. Comprehensive CRM Platform Features
Flowlu’s CRM isn’t just another contact database—it’s a complete client relationship management system that helps you nurture leads from first touch to closed deal.
What you get:
- Unlimited contacts and companies (even on free plan: 250 contacts)
- Multiple sales pipeline management (up to 20 pipelines on Enterprise)
- Lead capture forms for automatic data collection
- Email sync with Gmail, Outlook, and Yahoo
- Email open and click tracking
- Sales automation workflows
- Opportunity tracking with custom stages
- Duplicate detection and merge functionality
The sales pipeline visualization makes it incredibly easy to see where each deal stands. You can drag and drop opportunities between stages, set probability scores, and forecast revenue—all while your team collaborates in real-time on the same records.
Real-world application: A digital marketing agency using Flowlu reported a 25% reduction in internal back-and-forth and 30% less time spent on manual data entry tasks after implementing the automated CRM workflows.
Start Managing Your Leads Better →
2. Advanced Project Planning Tools
Here’s where Flowlu really shines. The project management software combines flexibility with structure, offering multiple views to accommodate different work styles.
Project visualization options:
- Kanban boards – Perfect for agile teams who want visual task management
- Gantt charts – Ideal for complex projects with dependencies
- List view – Great for quick task overviews and bulk actions
- Calendar view – Helps visualize deadlines and scheduling conflicts
Project management capabilities:
- Project workflows (up to 20 custom templates on Enterprise)
- Task dependencies and blocking dependencies
- Critical path identification
- Auto-scheduling for connected tasks
- Project stages and milestones
- Financial planning per project
- Revenue and expense tracking
- Cash flow forecasting
- Project portfolio management
The auto-scheduling feature is a game-changer. When you adjust one task’s timeline, all dependent tasks automatically reschedule—no more manual recalculations or forgotten dependencies.
Start Managing Projects Better →
3. Powerful Task Management Software
Tasks in Flowlu go beyond simple to-do lists. They’re intelligent, interconnected work items that drive your entire operation.
Task features include:
- Multiple assignees per task
- Task followers for transparency
- Task collaborators for cross-functional work
- Recurring tasks (daily, weekly, monthly, custom)
- Subtasks and checklists
- Task dependencies
- Custom task workflows (up to 20 on Enterprise)
- Task templates for repetitive processes
- Time tracking with timers
- Billable hours tracking
- Task-specific expense logging
The recurring task functionality saves enormous amounts of time. Set up monthly report generation, quarterly reviews, or weekly check-ins once, and Flowlu handles the rest.
4. Integrated Invoicing and Billing System
Gone are the days of switching to separate accounting software. Flowlu’s financial reporting tools handle everything from estimates to final payment.
Invoicing capabilities:
- Professional invoice creation
- Estimate and quote generation
- Contract document builder
- Custom document types
- Online payment integrations (Stripe, PayPal, Square, Skrill)
- Recurring invoices for subscription billing
- Late payment reminders
- Multi-currency support
- Product and service catalog
- Invoice templates
- Branding customization
The document generator lets you create contracts, proposals, and custom business documents using pre-filled data from your CRM and project records. This eliminates copy-paste errors and saves hours of administrative work.
Try Flowlu’s Invoicing System →
5. Financial Reporting Tools & Budget Management
Understanding your business finances shouldn’t require an accounting degree. Flowlu makes financial management accessible and visual.
Financial features:
- Multiple bank account records (up to 16 on Enterprise)
- Payment and expense tracking
- Multi-currency support
- Custom financial categories
- Budget planning and monitoring
- Payment calendar
- Imprest fund management
- Cash flow reports
- Profit & loss reports
- Revenue & expense reports
- Project-specific financial tracking
The visual dashboards show exactly where your money’s going and coming from. You can drill down into specific transactions, lock reporting periods to prevent accidental edits, and generate reports that actually make sense.
6. Team Collaboration Platform & Communication Tools
Flowlu understands that business happens through conversation. That’s why collaboration tools are baked into every module.
Collaboration features:
- Private messaging between team members
- Group chat channels
- Comments on tasks, projects, CRM records, and invoices
- @mentions to get attention
- Request response functionality
- Company feed for announcements
- Real-time presence indicators (NEW feature)
- File attachments and sharing
- Internal wiki (up to 10 wikis on Enterprise)
- External wiki for client documentation
- Mind maps for brainstorming
The real-time presence indicators show you who’s currently viewing the same record you’re looking at—perfect for avoiding duplicate work or coordinating quick questions.
Build Better Team Collaboration →
7. Workflow Automation That Actually Works
This is where Flowlu transforms from useful tool to business automation platform. The automation engine lets you create sophisticated workflows without coding.
Automation capabilities:
- Automation rules (100-unlimited depending on plan)
- Automated sales pipeline workflows
- Task workflow automation
- Project workflow automation
- Invoicing automation
- Agile project automation
- Finance workflow automation
- Knowledge base automation
- Email automation
- Business processes (complex multi-step workflows)
You can set up triggers like “When opportunity status changes to ‘Closed Won’, automatically create a project from template, send welcome email, and create first invoice.” These automations run 24/7, ensuring consistency and freeing your team for higher-value work.
8. Agile Project Management & Issue Tracking
For software development teams and agile-focused organizations, Flowlu includes dedicated agile project management tools.
Agile features:
- Agile projects (10-unlimited)
- Sprint management
- Backlog prioritization
- Story point estimation
- Custom issue types
- Custom issue workflows
- Issue followers
- Issue subtasks
- Agile Gantt charts
- Auto-generated release notes
- Retrospective templates
- Agile performance reports
The retrospective templates make sprint reviews structured and productive. Choose from pre-built scripts or create your own to ensure every sprint ends with actionable insights.
9. Knowledge Base & Documentation
Internal knowledge management prevents information loss and speeds up onboarding.
Knowledge base features:
- Internal wikis for team documentation
- External wikis for client portals
- Rich text editing
- File attachments
- Version control
- Search functionality
- Access permissions
- Templates
Build comprehensive guides, SOPs, product documentation, and training materials—all accessible within the same platform where your team works daily.
Flowlu Pricing: What Do You Actually Get?
One of Flowlu’s biggest advantages is its transparent, affordable pricing structure. Let’s break down what each plan offers:
Free Plan – $0 Forever
Perfect for: Solopreneurs and very small teams testing the waters
What’s included:
- 2 users
- 250 contacts
- 100MB file storage
- Basic task and project management
- CRM with 1 sales pipeline
- Basic financial tracking
- 2 bank account records
- Limited automation (50 rules)
- Mobile apps
Essential Plan – $9/user/month (billed monthly)
Perfect for: Small businesses ready to grow
What’s included (beyond Free):
- 25,000 contacts
- 100GB file storage
- 3 sales pipelines
- 3 project workflows
- 4 bank account records
- CSV data import
- Custom task workflows (3)
- Email templates
- Basic automations
Advanced Plan – $17/user/month (MOST POPULAR)
Perfect for: Growing teams needing serious business management software
What’s included (beyond Essential):
- 50,000 contacts
- 250GB file storage
- 7 sales pipelines
- 10 project workflows
- 8 bank account records
- 100 automation rules
- Advanced email sync
- Multiple calendars
- Business processes (10)
- Custom dashboards
- Workload management (NEW)
Get Advanced Plan – Best Value →
Enterprise Plan – Contact for Pricing
Perfect for: Large organizations with complex needs
What’s included (beyond Advanced):
- 200,000 contacts
- 500GB file storage
- 20 sales pipelines
- 20 project workflows
- 16 bank account records
- Unlimited automations
- 20 business processes with 300 automation rules each
- Dedicated success manager
- Onboarding and setup assistance
- Custom domain
- IP whitelisting
- Advanced customization
Cost savings example: For a team of 10 users, Flowlu saves approximately $2,420 per year compared to using separate tools for CRM, project management, invoicing, and time tracking.
Real User Reviews: What People Actually Think
The Good (Pros)
“Game-changing consolidation” “Flowlu replaced 5 applications and made life better for me and 350 of my employees. Customer service is incredible.” – Verified Business Owner
“Exceptional value for money” “We calculate we’re saving about $200/month compared to our previous setup with Asana + HubSpot + QuickBooks. Everything’s in one place now.” – Agency Manager
“Surprisingly easy to learn” “I expected a steep learning curve with so many features, but the interface is intuitive. Our team was productive within days.” – Project Manager
“Automation that actually works” “The workflow automation is powerful yet approachable. We’ve automated our entire client onboarding process—it’s brilliant.” – Operations Director
The Challenging (Cons)
“Advanced features need exploration” “There’s so much functionality that it takes time to discover everything. The help docs are good, but I wish there were more video tutorials.” – Small Business Owner
“Email sync can be temperamental” “Occasionally the email integration needs reconnecting. It’s not a dealbreaker, but worth mentioning.” – Sales Team Lead
“Limited third-party integrations” “Compared to giants like Salesforce, the integration marketplace is smaller. But they do have API access for custom connections.” – Tech Startup Founder
Overall Sentiment
Across G2, Capterra, and Software Advice, Flowlu maintains a 4.5+ star rating. Users consistently praise the value-for-money proposition, comprehensive feature set, and responsive customer support. The main learning curve comes from the platform’s breadth rather than complexity—there’s simply a lot you can do.
Flowlu vs. Competitors: How Does It Stack Up?
Flowlu vs. ClickUp
ClickUp strengths: More visualization options, stronger focus on task management, larger user community
Flowlu advantages: Integrated CRM and invoicing, better financial management, more affordable for small business CRM needs, simpler interface
Best for: Flowlu wins for service businesses needing client management. ClickUp better for pure project teams.
Flowlu vs. Monday.com
Monday.com strengths: Beautiful interface, extensive app marketplace, strong brand recognition
Flowlu advantages: Significantly more affordable, built-in financial tools, comprehensive invoicing, no per-feature pricing tricks
Best for: Flowlu offers better value. Monday.com charges separately for features Flowlu includes by default.
Flowlu vs. Zoho CRM
Zoho CRM strengths: Extremely deep CRM features, massive enterprise capabilities, extensive Zoho ecosystem
Flowlu advantages: Better project management integration, simpler pricing, more intuitive interface, superior invoicing
Best for: Flowlu excels for businesses wanting project + CRM. Zoho wins for pure sales teams.
Flowlu vs. Asana
Asana strengths: Clean interface, excellent task management, popular in tech companies
Flowlu advantages: Built-in CRM, invoicing, financial tracking, time tracking, client portals—all missing from Asana
Best for: Flowlu provides 10x the functionality at similar pricing. Asana better for task-focused teams not needing client management.
Winner in most categories: For small to medium service businesses, Flowlu provides unbeatable value by combining features that would otherwise require 3-5 separate subscriptions.
See Why Businesses Choose Flowlu →
Who Should Use Flowlu? (Ideal Use Cases)
Perfect For:
1. Digital Marketing Agencies Manage client campaigns, track time, invoice clients, and maintain communication—all without switching platforms.
2. Consulting Firms Track multiple client projects simultaneously, manage proposals and contracts, forecast revenue, and maintain detailed client histories.
3. Software Development Teams Agile sprints, issue tracking, time tracking, client portals for transparency, and invoicing in one place.
4. Creative Agencies Project management with Gantt charts, client collaboration spaces, time tracking for billable hours, and professional invoicing.
5. Professional Services Firms Legal, accounting, engineering firms benefit from project-based financial tracking, client management, and document generation.
6. Small Business Owners Entrepreneurs wearing multiple hats need one platform to manage everything—Flowlu eliminates tool-switching overhead.
Less Ideal For:
- Large enterprises needing complex ERP systems (though Flowlu Enterprise handles mid-size companies well)
- Pure e-commerce businesses (better platforms exist specifically for inventory and order management)
- Organizations requiring industry-specific compliance features (healthcare, finance with strict regulatory needs)
Key Integrations: Connecting Your Tech Stack
While Flowlu aims to be your central platform, it recognizes you’ll still need some specialized tools. Key integrations include:
Communication:
- Slack – Get Flowlu notifications in your channels
- WhatsApp – Manage chats and link to CRM records
- Telegram – Custom bot integration
- Viber – Chat management
Email & Calendar:
- Gmail – Full inbox sync
- Outlook – Email sync and calendar
- Apple Calendar – Event syncing
- Google Calendar – Two-way sync
- Calendly – Auto-create events and contacts
Payment Processing:
- Stripe – Online invoice payments
- PayPal – Payment processing
- Square – Credit card payments
- Skrill, WayForPay – Additional payment options
Development Tools:
- Bitbucket & GitLab – Repository linking
- Jira – Import issues to Flowlu
- Trello – Import boards to Flowlu
Automation:
- Make (Integromat) – Connect thousands of apps
- SureTriggers – Additional automation platform
- Zapier alternative workflows
Cloud Storage:
- Google Drive – File management
- OneDrive – Document integration (NEW)
- Dropbox – File storage (NEW)
Marketing:
- Mailchimp – Contact sync for campaigns
API Access: Full REST API available on all paid plans, with rate limits scaling by plan tier. Perfect for custom integrations.
Connect Your Tools with Flowlu →
Getting Started: Implementation Best Practices
Based on successful implementations from 25,000+ companies, here’s how to get started right:
Week 1: Foundation Setup
- Import your data – Start with contacts via CSV import
- Set up your team – Invite users and assign roles
- Configure your sales pipeline – Match your existing sales process
- Create project workflows – Template your repeatable projects
- Connect email – Sync your primary business email
Week 2: Customization
- Build custom fields – Capture your unique business data
- Set up automation rules – Start with simple workflows
- Create invoice templates – Brand your financial documents
- Configure integrations – Connect payment processors and calendar
- Set up knowledge base – Migrate key documentation
Week 3: Team Adoption
- Conduct training sessions – Walk team through their specific modules
- Migrate active projects – Move current work into Flowlu
- Set up client portals – Give customers access to their projects
- Establish workflows – Document how team uses Flowlu
- Gather feedback – Adjust based on real usage
Week 4: Optimization
- Review automation – Identify more workflow opportunities
- Analyze reports – Use dashboards for insights
- Refine processes – Adjust based on first month data
- Advanced features – Explore mind maps, document builder, business processes
- Scale up – Add more team members or upgrade plan
Pro tip: Don’t try to use every feature immediately. Start with CRM + Projects, add invoicing next, then expand to advanced automation as your team adapts.
Mobile Experience: Managing Business On-the-Go
Flowlu offers native iOS and Android apps with tablet support and touch-optimized layouts. The mobile experience includes:
- Task creation and management
- Time tracking with mobile timer
- CRM access and updates
- Project progress monitoring
- Comments and collaboration
- Notifications (email, web, mobile)
- File uploads and viewing
- Dashboard widgets
The apps are genuinely functional, not just “view-only” versions. Your team can work productively from anywhere.
Security & Reliability
Data protection:
- Cloud-based infrastructure with redundancy
- Regular automated backups
- IP whitelisting (Enterprise)
- Role-based access control
- Custom user permissions
- Activity log tracking
- OAuth 2.0 authentication
- Recycle bin (60-180 day retention)
Uptime & Support:
- 99.9% uptime track record
- 24/7 chatbot support (all plans)
- Live chat support
- Help center with articles and videos
- Dedicated success manager (Enterprise)
- Onboarding assistance (Enterprise)
Experience Flowlu’s Security Features →
Advanced Features Worth Exploring
Mind Maps
Visual brainstorming tool that converts ideas directly into projects. Perfect for strategic planning sessions.
Document Builder
Create custom contracts, proposals, and business documents with pre-filled data from your CRM and project records. Eliminates manual data entry errors.
Client Portals
Give clients secure access to their projects, invoices, and communication history. Enhances transparency and reduces “where are we?” emails.
Business Processes
Build complex, multi-step workflows that span departments. For example: PTO request → Manager approval → HR notification → Calendar update → Team notification.
Workload Management (NEW)
Visualize team capacity across days or weeks. Identify overloaded team members and redistribute work before burnout occurs.
Formula Fields
Create calculated custom fields using formulas. Build custom metrics specific to your business without spreadsheet exports.
Common Questions Answered (FAQ)
Is Flowlu really free forever?
Yes. The free plan has no expiration and no hidden fees. It includes 2 users, 250 contacts, and basic features—genuinely usable for micro-businesses or personal use.
Can I cancel anytime?
Absolutely. Flowlu operates on month-to-month billing with no long-term contracts. Cancel whenever you want with no penalties.
How does Flowlu compare for enterprise resource planning?
While Flowlu isn’t a full ERP like SAP, it handles the needs of most SMBs with its integrated financial management, project tracking, and resource allocation. For companies under 500 employees, it often suffices as an integrated business suite.
Does Flowlu work for remote teams?
Perfectly. Cloud-based access, mobile apps, real-time collaboration, and presence indicators make it ideal for distributed teams. Over 70% of Flowlu users work in hybrid or fully remote arrangements.
What happens to my data if I cancel?
You can export your data before canceling. Flowlu provides data export functionality for CRM, finance, tasks, and timesheets. After cancellation, data is retained for 30 days before permanent deletion.
Can I try paid features before committing?
Yes. Flowlu offers a 14-day trial of paid plans with no credit card required. Test everything before deciding.
How steep is the learning curve?
Most users report productivity within 3-5 days. The interface is intuitive, but the breadth of features means you’ll discover new capabilities over months. Think “easy to start, deep to master.”
Does Flowlu replace my accounting software?
For small businesses with straightforward finances, yes. For complex accounting needs, tax compliance, or payroll, you’ll likely still need dedicated accounting software. However, Flowlu handles invoicing, expense tracking, and basic P&L reports well.
Final Verdict: Is Flowlu Worth It?
After deep analysis of features, pricing, user reviews, and competitive positioning, here’s my honest assessment:
Flowlu Excels When You:
- Run a service business managing multiple clients and projects
- Need integrated CRM and project management
- Want all-in-one invoicing without separate accounting software
- Value affordability over brand recognition
- Appreciate customization and automation
- Manage teams from 2-100 people
- Need mobile access for field work or remote teams
Consider Alternatives If You:
- Require industry-specific compliance features
- Need the most extensive third-party app marketplace
- Prefer best-of-breed over integrated platforms
- Have budget for premium-tier competitors
- Need complex manufacturing or inventory management
The Bottom Line:
Flowlu delivers exceptional value by consolidating tools that would typically cost $100-300/month per user into a single platform starting at $9/month. For small to medium service businesses—agencies, consultancies, professional services—it’s arguably the best ROI in the business management software category.
The platform isn’t perfect. The learning curve exists, some integrations could be deeper, and power users might occasionally bump into customization limits. But for 90% of growing businesses, these limitations are theoretical rather than practical.
My recommendation: Start with the free plan to test fit. If your team takes to it (and they likely will given the positive user sentiment), upgrade to Advanced for the full feature set. You’ll consolidate 3-5 subscriptions, save money, and—most importantly—get your team working from one source of truth.
The difference between scattered tools and integrated workflow? About 30% more productivity and significantly less frustration.
Start Your Free Flowlu Trial Now →
Ready to Consolidate Your Business Tools?
Stop juggling separate platforms for CRM, projects, invoicing, and team communication. Flowlu brings everything together in one affordable, powerful platform trusted by 25,000+ businesses worldwide.
What you get: ✅ Complete CRM with unlimited contacts (Free plan: 250)
✅ Advanced project management with Gantt, Kanban, and Calendar views
✅ Professional invoicing with online payments
✅ Financial tracking and reporting
✅ Team collaboration tools
✅ Workflow automation
✅ Client portals
✅ Mobile apps for iOS and Android
✅ 24/7 support
Get Started with Flowlu – Start Free →
No credit card required. Free forever plan available. Upgrade anytime.
Recommended Resources
Related articles on MB Tech Support:
- Breakcold CRM Review 2026 – Compare Flowlu with other CRM platforms for modern sales teams
- Routine.co Review 2026 – Explore alternative project planning and task management solutions
- AI Tools for Fintech Startups in 2026 – Discover AI-powered business automation solutions
- Frase.io Review 2026 – Optimize your content marketing and SEO efforts
- Mangools Review 2026 – SEO tools for better digital marketing results
Helpful YouTube Videos:
- Flowlu Tutorial & Review 2024 (Everything You Need To Know) – Comprehensive 9-minute walkthrough covering all major features
- Flowlu Overview Product Demo 2024 – Official 11-minute product demonstration from Flowlu team
- Flowlu CRM Tutorial for Beginners – Complete 9-minute guide specifically for small business owners
- Flowlu: All-in-One Business Management Software – Overview of how Flowlu handles projects, finances, and CRM
External Resources:
- Flowlu Official Features Page – Comprehensive breakdown of all platform capabilities
- Flowlu Pricing Comparison – Detailed plan-by-plan feature comparison
- Flowlu Customer Reviews – Real user testimonials and success stories
- ClickUp vs. Asana vs. Monday vs. Flowlu Comparison – In-depth competitive analysis
About the Author: This review was researched and written by the MB Tech Support team, specialists in evaluating business management software and SaaS solutions for growing companies. We test platforms hands-on and analyze real user feedback to provide honest, comprehensive reviews that help you make informed technology decisions.
Last Updated: January 15, 2026
Disclosure: This article contains affiliate links. When you purchase through our links, we may earn a commission at no additional cost to you. We only recommend products we genuinely believe provide value to our readers.
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