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Updated on: October 2, 2022

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Flowlu

A seamless management and collaboration software for all industries

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What is Flowlu and how does it work?

Flowlu is a business management software for companies of all sizes to help them run processes like customer relationship management, projects and finance tracking, all from a single platform. It gives users remote access to every project and tasks and enables them to organise, prioritise and harmonize easily. The software helps to reduce time by automating invoice and estimate processes. It reads through clear analysis and reports using graphical charts and data sets, manages multiple accounts, optimises expenses and increases profits. Flowlu helps users to find new opportunities and sales funnels and to stay on top of sales processes. It also works as a collaboration tool where team members can discuss projects, deals, tasks and connect with their customers, help them and share ideas. Users can create guides and help centres to provide useful information and the right solution to their teams and customers.

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Flowlu Features Show All Features

Project Management Features

Timeline ViewA project timeline is a visual list of tasks or activities placed in chronological order, which lets project managers view the entirety of the project in one place. A project timeline typically takes the form of a horizontal bar chart, where each task is given a name and a corresponding start and end date.
Project TemplatesA project template is a project that includes work packages and actions that you know you will frequently apply to various projects.
Idea ManagementIdea management is a structured process of generating, capturing, discussing and improving, organizing, evaluating and prioritizing valuable insight or alternative thinking that would otherwise not have emerged through normal processes.
Kanban BoardA kanban board is an agile project management tool designed to help visualize work, limit work-in-progress, and maximize efficiency (or flow). A kanban board helps make your work visible so you can show it to others and keep everyone on the same page.
Recurring Task ManagementRecurring task management involves ensuring that the recurring tasks (that happen over and over again on a regular basis) are properly managed by the project manager to ensure efficiency and productivity.
Time & Expense TrackingTime and expense tracking is the process of recording and tracking hours worked and expenses as they relate to projects. Time and expense tracking may provide multiple timesheet and expense views, configurable work time, overtime, approval, and expense reporting policies to allow organizations to effectively collect and manage time and expenses based on their unique requirements. It enables companies to reduce errors, duplicate entries, and administrative overhead. It can also reduce the amount of time it takes to collect and report project data, manage timesheets and remote data entry.
Task ManagementTask management is the method of tracking the progress of your project's activities from start to finish. This entails constantly making choices for your tasks in order to accommodate adjustments that might arise in real-time, with the end goal of completing your tasks successfully.
Status TrackingThe term status tracking is used in most CRM systems to describe the process of tracking email delivery within the CRM. The most basic form of email status tracking is determining whether or not a recipient has opened an email. Some software also keep track of which of the email's individual URLs is clicked.
Resource ManagementResource management refers to the process of obtaining, allocating, and managing resources for a project, such as people and their expertise, budgets, technology, materials, machinery, and natural resources. Internal and external resources are used efficiently, on schedule, and under budget, thanks to resource management.
Requirement ManagementThe process of recording, reviewing, tracing, prioritizing, and deciding on specifications, as well as controlling change and interacting with relevant stakeholders, is known as requirement management. It is a continuous process that occurs over the duration of a project. A capacity to which a project result should adhere is referred to as a prerequisite.
Project PlanningProject planning is a phase in project management where the necessary paperwork is generated to ensure that the project is completed successfully. All activities taken to identify, schedule, integrate, and organize additional plans are recorded.
Portfolio ManagementPortfolio management is described as the process of managing an individual's assets in order to maximize earnings over a set period of time.
Percent-Complete TrackingPercent complete tracking is a way to track project progress and is an important part of how to manage a project. A project's percent complete refers to how far along you are with any given mission (or the project overall).
Milestone TrackingA project is only considered a success if all of the client's objectives are met. These are usually articulated in terms of the complexity of what needs to be delivered, its consistency, the costs involved, and the timeframes involved. The most effective way to manage the timescale factor is to monitor milestones. Effective project preparation concentrates on the most important deliverables, with assignments outlining how the job will be structured to meet the deadlines. Milestones are used to classify these main completion dates so that projected dates can be compared to committed dates as the project progresses. This is what's referred to as milestone tracking.
Issue ManagementThe practice of finding and addressing problems is known as issue management. Problems with employees or vendors, technological glitches, and supply shortages can all wreak havoc on your project. If the problem isn't fixed, you risk causing needless friction, delays, or even failure to meet the deadline.
Budget ManagementThe method of administering and controlling the finances associated with business ventures is known as budget management. It’s not only about coming up with a single overall number for a particular project but also about understanding the individual cost elements and the logistics of budget tracking.
IT Project ManagementThe planning, scheduling, execution, tracking, and reporting of IT projects is known as IT project management (ITPM). Although many industries concentrate solely on IT ventures, IT is unique in that it is present in almost all, if not all, industries.

CRM Features

Quotes (Proposals)Quotation or a proposal is one which establishes a contractual relationship. A quotation is a supplier`s response to a request by a prospective customer - one legal entity offers a contract to another. The supplier is legally bound to the conditions of his quotation.
List ManagementList management is a series of procedures for gathering information about subscribers, analyzing their activities, ensuring the validity of their email addresses, cleaning an email list of inactive users, and so on. These steps assist companies in maintaining a healthy email list, which is essential for email marketing success.
Customer SupportCustomer support is a service provided to help customers resolve any technical problems that they may have with a product or service.
Marketing AutomationMarketing automation refers to software frameworks and technologies that help marketing departments and companies market more efficiently across multiple channels online while also automating tedious tasks. Marketing automation assists you in identifying potential buyers and automating the process of cultivating those leads to the point that they are ready to be sold to. It automates behaviors that bring customers to the point where they can be approached directly by the sales team with the goal of closing a deal and beginning a long-term partnership, and the data it collects can help you decide which marketing tactics to use.
Project ManagementProject management is the use of procedures, strategies, expertise, knowledge, and experience to meet particular project goals within agreed-upon guidelines while adhering to project approval requirements. Final deliverables are limited by a finite timeframe and budget in project management.
Lead ScoringLead scoring is a methodology used by sales and marketing departments to rank leads, or prospective customers by assigning values to them based on their behaviour relating to products or services.
Product CatalogA product catalog is a type of marketing collateral that lists essential product details that help buyers make a purchase decision. These details include product features, descriptions, dimensions, price, weight, availability, color, customer reviews, and more.
Call LoggingCall logging/recording aids in the management and analysis of the sales calls. It may also allow you to make, receive, record, redirect, and assign ownership to calls, as well as serve as a call logger to ensure that missed calls are never forgotten again. Call logging gives you a better understanding of what's going on with your sales calls.
Contact ManagementThe process of storing, organizing, and monitoring information about your clients, prospects, and sales leads is known as contact management. In its most simple form, an address book or an Excel or Google spreadsheet with entries for all of the people with whom you do business can be used to handle your contact details. Many companies, on the other hand, prefer to use advanced contact management software. This is particularly useful if you have a large number of contacts to keep track of or several people who need access to the information.
Referral TrackingReferral tracking means collecting data across the entire referral process; from a customer registering to become a referrer, to them sharing a referral link or code with their friend, to that friend following that link or using that code to become a customer, or taking any other action that has value to you, like downloading an app — and everything in between.

Billing and Invoicing Features

Tax CalculatorAutomatically calculates the detailed tax amount at the latest tax slab rate
Payment RemindersHelps to chase payments as they come due with automated payment reminders
Quotes (Estimates)An estimate, as the name implies, is a rough estimate of how much anything would cost. A construction contractor, for example, may collaborate with the customer to determine their requirements. They'll then go over the resources and materials required to complete the project. Finally, they'll allocate prices, which they normally do by soliciting quotes from other vendors.
Payment ProcessingHelps to manage automated transactions across various online channels
Contact DatabaseA contact database allows a company to handle and coordinate information about its clients, customers, and other contacts more efficiently. Due to a large number of contacts and workers dealing with these contacts, many organizations often encounter duplicate data or incomplete details on contacts. When contact information is collected in a single, easy-to-use database, it provides a central location and a straightforward way to locate this type of information.
Recurring (Subscription Billing)Billing consumers on a time determined basis for products or services received
Project BillingProject billing is the ability to quickly generate invoices based on project details and design billing schedules meeting your customer demands is the final piece in maximizing the profitability of your projects.
Online PaymentsOnline payment refers to money that is exchanged electronically. Online payment usually is the transaction that results in transfer of monetary funds from the customer bank or credit card account to your bank account.
Online InvoicingOnline Invoicing is performed using an Online Invoicing and billing Software, which automates all kinds of invoicing operations for your business. It is user-administered and therefore can be easily customized by your in-house staff according to your business needs.
Hourly BillingHourly billing is the most common billing method across service industries. It involves dynamic generation of billing records for projects, bringing together time, expenses, retainer balances, amounts owed and paid, and other information.
Customizable InvoicesThe information on the invoices you make is shown using a template. Customizing the templates allows you to change the way invoice information is presented. Some software offer customizable invoices that allow you to put details like contact information, due amount, due date, product description, payment details, additional notes, terms & conditions, etc. as per your need.
Customer PortalA customer portal is a website designed to give current customers access to services and information they need. It's usually private and secure, requiring log-on.
Offline PaymentsHelps to record cash and credit payments on retail operations
Dunning ManagementHelps to manage complications of credit card payment decline and inform the customer of failed charges.
Mobile PaymentsA mobile payment is a payment made for a product or service through a portable electronic device such as a tablet or cell phone. Mobile payment technology can also be used to send money to friends or family members, such as with the applications PayPal and Venmo.
Invoice HistoryThe Invoice History Report is needed to justify the balance for a given range of invoices. It helps you to quickly identify and review a detailed list of all activities pertaining to a specific invoice including all payments, gain/loss, credit/debit memos, and discounts.
Contingency BillingHandling of bills related to contingencies
Multi-CurrencyMulti-currency means using more than one currency (such as Canadian currency and American currency) in a multi currency bank account.

Collaboration Features

Synchronous EditingSynchronous editing is the type of editing where users can edit the same document at the same time, and the changes are also reflected in the document in real-time.
Group CalendarsYou can view several calendars at the same time with a group calendar. When planning a team meeting, for example, a group calendar is useful because it shows the availability of team members and conference rooms.
Discussion BoardsA discussion board is an internet application for conducting online discussions. Web forums, message boards, internet forums, community forums, discussion groups, bulletin boards, and simply forums are all terms used to describe discussion boards.
Chat (Messaging)Chat is the process of talking, connecting, and/or exchanging messages over the internet. It involves two or more people communicating through a chat-enabled service or software. Chat can be delivered via the Internet using email, verbal, audio, video, or audio-visual (A/V) communication.
BrainstormingBrainstorming is a technique used by design teams to generate ideas for solving specific design problems. Teams address a problem using "How Can We" questions under regulated conditions and in a free-thinking atmosphere. They generate a large number of ideas and link them to find possible solutions.
Content ManagementThe end-to-end process of sourcing, designing, handling, and distributing content is referred to as content management. It refers to a set of procedures and technologies that facilitate the collection, management, and transmission of knowledge in any format or medium. This information is more precisely referred to as digital content or simply content when it is stored and accessed via computers.
Task ManagementTask management is the method of tracking the progress of your project's activities from start to finish. This entails constantly making choices for your tasks in order to accommodate adjustments that might arise in real-time, with the end goal of completing your tasks successfully.
Project ManagementProject management is the use of procedures, strategies, expertise, knowledge, and experience to meet particular project goals within agreed-upon guidelines while adhering to project approval requirements. Final deliverables are limited by a finite timeframe and budget in project management.
Contact ManagementThe process of storing, organizing, and monitoring information about your clients, prospects, and sales leads is known as contact management. In its most simple form, an address book or an Excel or Google spreadsheet with entries for all of the people with whom you do business can be used to handle your contact details. Many companies, on the other hand, prefer to use advanced contact management software. This is particularly useful if you have a large number of contacts to keep track of or several people who need access to the information.
Document ManagementDocument management, also known as Document Management Systems (DMS), is the process of storing, managing, and tracking electronic records and electronic images of paper-based/material collected by a document scanner using a computer device and software. Document management is the process used by organizations to store, manage, and track electronic documents.
Version ControlThe process of monitoring and handling changes to software code is known as version control, also known as source control. Version control systems are automated tools that aid software development teams in managing source code changes over time. Version control systems help software teams operate quicker and smarter as development environments have accelerated.
Cooperative WritingCooperative writing involves two or more people working together to produce a written document. Also known as collaborative writing or group writing, cooperative writing is an important part of the business world, and many types of business and technical writing depend on the efforts of collaborative writing teams.
Audio Video ConferencingThis is a wide category of online software that includes everything from free one-to-one audio conferencing to more advanced and expensive tools that allow multiple sites with entire classes to participate in video and audio conferencing.

Task Management Features

Time TrackingTime tracking allows you to keep track of the hours spent on individual tasks and on the project as a whole. Time tracking should allow your team members to add time entries to tasks easily.
Task TrackingTask tracking or task management is the process where one identifies, monitors, and progresses the work that needs to be done during the day. In terms of project management, task tracking is how the workflow is efficiently organized. It’s task-oriented, detailed, and part of the larger scheduling of a project.
Task SchedulingTask scheduling is the process of assigning start and end times to a series of tasks while keeping certain constraints in mind. Time constraints or resource constraints are the most common constraints.
Task AssigningTask assigning is when you send someone a task request in an email message. When you assign a task, you give the ownership of it (unless the assignee declines it) to one of your team members. The task's assigner will receive updates on the task's progress.
Reporting (Analytics)The process of arranging data into informational summaries in order to track how various aspects of a company are performing is known as reporting. This includes measuring key metrics and displaying them — whether in an email, a slide deck, or an online dashboard.
Recurring Task ManagementRecurring task management involves ensuring that the recurring tasks (that happen over and over again on a regular basis) are properly managed by the project manager to ensure efficiency and productivity.
Progress TrackingProgress tracking is the method used to track the progress of tasks in the OKR software. By tracking your progress, you can compare actual to planned progress, and identify issues that may prevent the project from staying on schedule and within budget.
Gantt ChartsA Gantt chart is a bar chart that displays the progression of tasks over time. A Gantt map is a helpful way to indicate what work is planned to be completed on a particular day and is used for organizing projects of all sizes. It can also be used to display a project's start and end dates in a single graph.
AlertsAlerts are actionable and content-rich push notifications sent by the collaboration software. These notifications can be for anything from messages from teammates, reporting managers, or work updates.
Collaboration ToolsCollaboration tools make it easier for people to work together. A collaboration tool's aim is to assist a group of two or more people in achieving a shared goal or objective. Paper, flipcharts, post-it notes, and whiteboards are examples of non-technical collaboration tools. Collaboration software, on the other hand, is a technological tool.
Percent-Complete TrackingPercent complete tracking is a way to track project progress and is an important part of how to manage a project. A project's percent complete refers to how far along you are with any given mission (or the project overall).
GamificationGamification is the process of incorporating game elements into nongame environments, like a website, online community, learning management system, or a company’s intranet to increase participation. Gamification aims to involve customers, staff, and collaborators in order to encourage them to cooperate, share, and communicate.

Flowlu Technical details

Support	Business Hours Online	Customer Type	Large Enterprises Medium Business Small Business
API		Location / Phone Number	Moscow, Russia
Deployment	SaaS/Web/Cloud Mobile - Android Mobile - iOS	Official Website	https://www.flowlu.com/
Deployment	SaaS/Web/Cloud Mobile - Android Mobile - iOS	Category	Project Management Software CRM Software Billing and Invoicing Software Collaboration Software Task Management Software

Flowlu Pricing

Pricing ModelFree Trial , Freemium , Subscription

MONTHLY YEARLY

Free

Features

2 users
1 GB storage
Unlimited Projects & Tasks
Unlimited Contacts
CRM Automation
Invoicing & Online Payments
Expense Tracking
1 Project Template
1 Knowledge Base

Team

$29 /Month Billed Yearly

Features

8 users
10GB Storage
Unlimited Projects & Tasks
Unlimited Contacts
CRM Automation
Client Portal
Invoicing & Online Payments
Expense Tracking
3 Project Templates
2 Knowledge Bases
Task Automation
API and Webhooks
Email Integration
Time Tracking

Business

$59 /Month Billed Yearly

Features

16 users
50GB Storage
Unlimited Projects & Tasks
Unlimited Contacts
CRM Automation
Client Portal
Invoicing & Online Payments
Expense Tracking
6 Project Templates
Unlimited Knowledge Bases
Task Automation
API and Webhooks
Email Integration
Time Tracking
Custom Fields

Professional

$119 /Month Billed Yearly

Features

25 users
100GB Storage
Unlimited Projects & Tasks
Unlimited Contacts
CRM Automation
Client Portal
Invoicing & Online Payments
Expense Tracking
20 Project Templates
Unlimited Knowledge Bases
Task Automation
API and Webhooks
Email Integration
Time Tracking
Custom Fields
Advanced Reports
Custom Logo

Enterprise

$199 /Month Billed Yearly

Features

Unlimited users
1000GB Storage
Unlimited Projects & Tasks
Unlimited Contacts
CRM Automation
Client Portal
Invoicing & Online Payments
Expense Tracking
Unlimited Project Templates
Unlimited Knowledge Bases
Task Automation
API and Webhooks
Email Integration
Time Tracking
Custom Fields
Advanced Reports
Custom Logo
IP Whitelist
Custom Domain

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Disclaimer: The pricing details were last updated on 28/07/2022 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Flowlu pricing.

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