Flowlu
CRM software
Client portal software
Knowledge base software
Online form builder software
Invoice management software
Project collaboration software
Task management software
Document generation software
Knowledge management software
Accounting & finance software
Project, portfolio & program management software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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$9 per user per month
Free TrialFree version
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What is Flowlu
Flowlu is a cloud-based work management platform that combines project and task management with CRM, invoicing, and basic finance tracking in one system. It targets small to mid-sized teams that want to manage leads, client work, internal collaboration, and billing without stitching together multiple tools. The product includes client portals, knowledge base/wiki features, and document templates to support delivery and client communication. It is typically used by agencies, professional services, and internal teams that run repeatable projects tied to customers and payments.
Broad all-in-one scope
Flowlu consolidates CRM, projects, tasks, invoicing, and a lightweight finance layer in a single workspace. This can reduce the need for separate systems for pipeline tracking, delivery execution, and billing. For teams that prefer fewer tools, the unified data model (clients, projects, invoices) can simplify handoffs and reporting. It fits organizations that want an integrated operational hub rather than a CRM-only product.
Client-facing collaboration options
The platform provides client portal capabilities to share project information, documents, and updates with external stakeholders. This supports service delivery workflows where clients need visibility without full internal access. Combined with knowledge base/wiki features, it can centralize client-facing and internal documentation. These capabilities are useful for agencies and consultancies managing multiple client engagements.
Billing and documents in workflow
Flowlu includes invoicing and document generation features that connect to CRM records and project work. This supports quote-to-cash style workflows where deals, delivery, and invoices need to stay linked. Teams can standardize documents using templates and reduce manual re-entry between systems. The built-in approach can be practical for smaller finance operations that do not require a full accounting suite.
Not a full accounting system
While it includes invoicing and finance tracking, Flowlu is not positioned as a comprehensive accounting platform with deep compliance, tax, and advanced ledger functionality. Organizations with complex accounting requirements typically still need dedicated accounting software. This can introduce integration and reconciliation work if Flowlu is used for operational billing while another system is the system of record. Finance teams may find limitations in advanced reporting and controls compared with specialized tools.
CRM depth may be limited
Flowlu’s CRM supports core pipeline and contact/company management, but it may not match the depth of CRM platforms focused primarily on sales operations. Advanced sales features such as complex territory management, highly configurable forecasting, or extensive ecosystem add-ons may be less mature. Teams with large sales org needs can outgrow the built-in CRM capabilities. This is most relevant when CRM is the primary system rather than a component of delivery management.
Complexity from many modules
Because Flowlu spans many functional areas, setup and governance can take time to align modules, permissions, and processes. Teams may need to decide which modules to adopt and how to standardize workflows to avoid inconsistent usage. The breadth can increase training requirements compared with single-purpose tools. Organizations looking for a minimal task or project tool may find the platform heavier than necessary.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Free | $0 — Always free (no expiration) | For freelancers/small teams: 2-user workspace; 100 contacts, 1 pipeline, basic tasks & projects (1 workflow), invoices & estimates, basic wiki/knowledge base, private chat, time tracking, basic integrations. |
| Essential | $9 per user/month (billed yearly) — $12 per user/month (billed monthly) | Everything in Free + multiple sales pipelines, email sync & templates, CRM reports, Gantt chart, backlog & sprints, subtasks, task dependencies, online payments, invoice templates, basic customization, live chat support. |
| Advanced (Popular) | $17 per user/month (billed yearly) — $22 per user/month (billed monthly) | Everything in Essential + sales automations, email tracking, client portal, advanced CRM reports, recurring invoices, multi-org & multi-currency, inventory tracking, role-based access, external knowledge base, billable hours, formula fields, priority support. |
| Ultimate | Custom pricing (contact sales) | Enterprise features: extended email/inbox support, 20 task & project workflows, 50 agile projects, enterprise PPM analytics, budget planning, enterprise knowledge base, white-labeling, custom domain/email, advanced security, dedicated success manager & onboarding. |
