- Online CRM : A central place to manage leads, deals, client contacts, emails and sales pipelines with automation and visual dashboards.
- Project Management : Organize work with Gantt charts, Kanban boards, workflows and budget tracking, which helps teams stay on track and aware of costs.
- Task and Time Tracking : Allow teams to assign tasks, monitor progress in real time, track time spent, and balance workloads fairly.
- Financial Management & Invoicing : Manage budgets, cash flow, revenue, expenses, estimates, branded invoices, recurring billing and payment reminders.
- Knowledge Base & Mind Maps : Store guides, manuals and internal knowledge in an organized format, and mind maps help visualize and develop ideas before turning them into projects.
- Client Portal : Provide a secure, customizable interface for clients and contractors to view project progress, invoices, files and tasks, and also create tasks.
- Collaboration Tools : Include real-time chat, company feeds, task comments, mentions, and notifications that keep teams aligned without overwhelming them.
- Document Builder : Enable users to create custom documents like contracts or proposals using templates with pre-filled information.
- Workflow Automation : Automate repetitive processes across CRM, tasks, projects, invoicing and more to reduce manual work and improve consistency.
- Agile & Issue Tracker : Support agile methods with sprint planning, issue logging, story points and retrospective tools for continuous improvement.
Flowlu
Manage projects, tasks, finances, and clients.
Updated February 27, 2026
Flowlu Overview
Flowlu is an all-in-one business management platform designed to help small businesses organize their work more effectively. It combines project management, task tracking, client communication, and financial tools in a single system.
The platform supports team collaboration, invoicing, CRM functions, and knowledge sharing, which allows businesses to keep operations structured and efficient while also improving decision-making and customer relationships.
Key Features
Pricing
| Plan | Price (per team/month) | Included Users & Storage | Key Inclusions |
|---|---|---|---|
| Free | US $0 | 2 users, 1 GB storage | Unlimited projects & tasks; invoicing & estimates; 100 contacts/orgs; payment & expense tracking; chat; calendar; 1 knowledge base; mind maps; iOS/Android apps |
| Team | US $39/yearly (US $49 monthly) | 8 users, 10 GB storage | All Free features plus client portal; unlimited contacts/orgs; recurring tasks & invoices; project portfolio; shared calendars; lead capture forms; payment integrations; group chat; time tracking; custom lists; email integration; API & Webhooks |
| Business | US $79/yearly (US $99 monthly) | 16 users, 50 GB storage | All Team features plus unlimited automations and sales pipelines; custom fields; time billing; profit & loss; cash flow forecast; advanced client portal; telephony integration; email click-&-open tracking; agile projects; subtasks; duplicate management; external knowledge base |
| Professional | US $159/yearly (US $199 monthly) (most popular) | 25 users, 100 GB storage | All Business features plus unlimited account admins; external user roles; change history; advanced reports; multiple businesses for finance management; budgeting; 20 project templates; unlimited knowledge bases and custom lists; custom logo |
| Enterprise | (Pricing not explicitly listed) | Unlimited users, 1000 GB storage | Everything in Professional, plus custom domain; IP whitelisting |
Official Pricing details: https://www.flowlu.com/pricing/
Pros
| Competitor | Pros of Flowlu |
|---|---|
| Zoho CRM | Flowlu offers a more unified solution and combines CRM, project tracking, billing and knowledge sharing in one system. Zoho CRM delivers strong automations and analytics—but Flowlu saves users from juggling multiple platforms. |
| Freshsales | Flowlu covers financial tools and client portals in addition to CRM and projects. Freshsales is great for sales automation but lacks integrated invoicing and client access. |
| ClickUp | Flowlu includes built-in CRM and invoicing features that ClickUp does not. ClickUp shines at customization for tasks and docs but it does not fully replace business finance tools. |
| Nifty | Flowlu packs CRM, finances, and a client portal altogether. Nifty focuses on project milestones and collaboration. Flowlu gives a stronger business management bundle. |
| HubSpot CRM | Flowlu provides invoicing, financial reports, and a full client portal. HubSpot has a powerful free CRM with marketing focus but lacks built-in billing and client project tools. |
Cons
| Competitor | Cons of Flowlu |
|---|---|
| Zoho CRM | Zoho CRM offers deeper marketing automation and better integration across business apps. Flowlu’s CRM capabilities are solid but not as advanced in that area. |
| Freshsales | Freshsales has stronger AI-driven lead scoring, email syncing and sales insights. Flowlu’s CRM is simpler and does not match those data-powered sales tools. |
| ClickUp | ClickUp wins in flexibility of views, real-time docs and collaboration features. Flowlu can feel less intuitive in teamwork and document workflows. |
| Nifty | Nifty may offer a cleaner interface and clearer client milestone planning. Flowlu’s dashboard can feel busier and require more setup to manage views. |
| HubSpot CRM | HubSpot’s free CRM offers powerful contact nurturing and marketing tools out of the box. Flowlu charges for similar email or marketing workflows. |
Reviews
- Trustpilot Review (Rating: 3.9/5): One team praised Flowlu’s “AI-powered chatbot” and said the prompt, clear technical support improved daily work, while task management with both Kanban view and a to-do list helped organize projects. Automation sped up workflows and the online invoicing feature left a positive impression. Another reviewer criticized a 1–2 hour email delay despite paying for 5-minute updates and said support failed to fix the issue after six months.
- Software Advice Review (Rating: 4.8/5): Flowlu earns high marks for its all-in-one structure that combines project management, CRM, invoicing, and task tracking in one place. One user called the invoicing templates a “lifesaver” and liked how the system encourages defining clear processes for daily work and metric monitoring. Some users report that project updates do not always reflect properly and say the wide range of features creates a steep learning curve at first.
- appsumo.com Review: One buyer argued the CRM “is not yet developed” and flagged missing group email threads, disappearing opportunities after replying to emails, 404 errors, a slow server, and a nonfunctional support chat button. Another reviewer loved the intuitive UI and fast performance but criticized the lack of OAuth integration for Outlook/Office365 and Google Workspace, which limits email connectivity.
- G2 Review (Rating: 4.7/5): A CEO compared more than 15 CRM systems and concluded that Flowlu brings everything into one universal system, unlike ClickUp which felt overloaded and Asana which lacked key features. Separate APIs for each feature made integrations easy, and customer support received praise. Complaints mention an old-school design, no macOS app, and no dark mode.
