Opiniones de Flowlu

La herramienta que estaba necesitado

Puntos a favor:

- Gran cantidad de aplicaciones. Lo que nos permite organizar la gran mayoría de nuestras tareas de finanzas, proyectos, comunicacion, etc, en una sola herramienta. - En general el sistema responde rápido a la interacción. - El nivel de personalización que nos han permitido, como el logo. Incluso, permiten la configuracion de CNAME. - Excelente Roadmap, que nos prometen añadir más idiomas, algo que para los que hablamos español agradeceríamos bastante. - El chat por proyecto y directo para miembros del equipo - El grafico de Gantt, que es una herramienta que siempre me ha encantado y es bueno verla aqui.

Puntos en contra:

- Hasta donde lo he revisado no he encontrado una opción para volver los proyectos públicos, por lo que me supongo que no tiene esa opción. Pues otras herramientas sí nos permiten tenerlo publico como también anclar los poryectos dentro de una web. - La falta de un editor nativo para Word y/o Excel. El cual hemos visto he otras herramientas. Lamentablemente creo que este tipo de integracion es muy compleja, así que no esperaría verla pronto. - Tiene una herramienta para tomar notas, pero preferiría una aplicación individual (como el resto) donde pueda almacenar todas mis notas (muy al estilo de Google Keep)

Todo en uno

Comentarios: El producto esta bastante trabajado y me gusta mucho sus posibilidades. Tengo mucho por descubrir, pero el uso hasta ahora esta muy bien.

Puntos a favor:

Me gusta las funcionalidades que tiene, es genial ya que cubre todas las areas necesarias para cualquier negocio. Lo mejor de todo es que te permite deshabilitar aplicaciones si lo las vas a usar, por lo que te limpia la interfaz con aquello que realmente vas a usar. Debido a la extensión de opciones aún me falta mucho por explorar. Estoy implementando Flowlu por partes, primero el CRM , tareas y bases del conocimiento, y luego iré avanzando entre sus posibilidades ya que la parte de facturación me interesa, pero cada cambio de software requiere su tiempo de adaptación.

Puntos en contra:

Flowlu esta en Ingles, tienen planteado en su Roadmap el idioma español, pero a dia de hoy no esta. Espero que este listo para antes del 2022 para poder trabajar más ágilmente por la plataforma.

Fantastic

Puntos a favor:

Lo que más me gusta es no tener que estar todo el día cambiando de aplicación ya que flowlu es un todo en uno. Por lo menos ahorró entre 30 minutos diarios entre cambiar contraseñas y recuperarlas agregado a los tediosos cambios de interfaz.

Puntos en contra:

Lo único malo que le veo es que (por el momento) no dispone de muchas integraciones, y por eso no iba a comprarlo. Pero luego vi que en su hoja de ruta ya están por llegar y salí corriendo a buscar mi tarjeta (en serio, pensé que el precio era una equivocación).

An Overall Excellent Product

Comentarios: We are very pleased with Flowlu and like it so well we decided to shift everything to the Flowlu platform.

Puntos a favor:

Flowlu is one of those products that delights with every click on a new feature. I generally don't trust apps that try to be all things, but Flowlu is well designed with business needs and the end user in mind. I can honestly say I read every comparison I could find because making a change is a very big deal. The race was tight and what helped me to make up my mind was Flowlu is relatively new while the other SaaS were much more mature, yet it was a near photo-finish between the youngster and the old boys. Thus, Flowlu will only get better with time and I for one and glad I am an early adopter!

Puntos en contra:

I'd like to see the MindMap built out more.

One of my company's best investments of all time, period.

Comentarios: It saved me a lot of time, and also money. And I just enjoy working with it every day! I tried and used a lot of CRM, ERP and softwares to run my company in the last 10 years, and I am just so glad I found Flowlu!

Puntos a favor:

There is so much to say about Flowlu's Pros.- Client portal: I saw some cons about this missing feature, but the team added this functionality so those comments should be removed because they misinform potential users.- an (almost) all-in one solution for company management- customizable: you can get to an almost white label platform (url, logo and so on)- a great development team (new features added every month)- an open roadmap that you can interact with to vote for a feature or propose a new one- I saved A LOT of money since I've been using Flowlu, as I was able to cancel several subscriptions to softwares due to the fact that Flowlu does so much things! Task management, CRM, Project management, workspaces dedicated to some work units or projects (allowing me to gather all of the activities of my companies in the same software with access restrictions for each workspace), Finance (invoice/estimates, recurring invoices, and money (CashFlow and P&L management), automation of processes (invoicing and so on), file storage (no need for Dropbox or Google Drive anymore!), calendar, custom fields and lists, knowledge base for your company so that new users can have access to all of the informations you want, mind maps, emails, and the client portal! So much features at your fingertip and I forgot a lot of others!

Puntos en contra:

The only con I see now is that I can't use the Finance part for my company as it is not (yet...) thought for French companies. It misses some elements to be fully compatible with French accounting obligations.But they are already working on the French language, so they will probably get to it some day too!I would also love to be able to connect my Flowlu account to my company's caldav, outside of the well done included calendars. But the Flowlu team will probably implement this functionality later!

Incredible value for the money

Comentarios: The return on investment made Flowlu the best option for us.

Puntos a favor:

I've used and managed several CRM solutions. Many CRM providers nickel and dime you. What attracted us to Flowlu was its competitive pricing and its deep and comprehensive features. Flowlu is an all-encompassing CRM solution for a fraction of the cost of its competitors.

Puntos en contra:

All comprehensive CRMs are complex. Helping our consultants to learn how to use the system, and it's reach feature set, took some time.

Functional software but Beware!

Comentarios: Our experience with flowlu was great from a functional perspective, but from an ethical/customer service perspective, it was lacking. Our membership was automatically renewed without prior notice, and when we contacted Flowlu immediately afterward, they refused to issue a refund. When we inquired about whether we had been asked to opt in to automatic renewals at signup, customer service ceased answering our emails and would not provide a response. Beware of automatic renewals, and a refusal on the part of Flowlu customer service to reverse unapproved charges.

Puntos a favor:

The software was highly functional, and easy to use

Puntos en contra:

Automatic renewal without explicit consent - beware

Best crm alternative for enterprise alternatives

Comentarios: Well documented working of the systemLot of training materialSo many functions that you need a strctured implementation plan

Puntos a favor:

Wide functionsIntegrated multi company structureAll in oneWell set up user management Easy integration

Puntos en contra:

No warehouse, production in the systemOnly 1 proper company portal supported in brandingSteep learning curve, which you need to do.

Best CRM & Project Management software I have ever used.

Comentarios: I started using the free account for more than a year and then I changed to a subscription, in order to be able to track the project finances. The best overall experience is great. Meanwhile it is a daily tool necessary for my business.

Puntos a favor:

Simplicity, project and financial tracking,

Puntos en contra:

Task import via CSV file. I would expect for a paid subscription to give the administrator the opportunity to import several group of tasks, for projects that are similar.

Just go with the Flow(lu)

Comentarios: Loved it. Still using it on a daily basis for another project and hoping that the team are able to look at email automations in the future

Puntos a favor:

I fell in love with Flowlu in 2021 right from the very first instance. It's a seamless experience, extremely easy to navigate and the host of features is incredible. Being able to have 3 inboxes per user is a god send, the time tracker and knowledge base have been incredibly handy too

Puntos en contra:

The lack of email automations! If that was brought into play it would be the most essential piece of software in my stack

Top notch

Comentarios: 1,000% awesomeness.

Puntos a favor:

FlowLu is easy to grasp out of the gate. The UI/UX is way better than anything else I've tried...to include Plutio. What I like most is everything! FlwoLu has really thought things through and is looking even brighter for the future! Just take a look at their roadmap and you'll be nothing but impressed. They have a free trial period. I highly recommend you check it out, even if it's for their trial period, and see for yourself.

Puntos en contra:

FlowLu currently uses kanban process type charts. That's fine and maybe I'm old school, but I love BeesBusy style and functionality of a gantt swim lane style for project management. I hope FlowLu considers adding a superior gantt style project management swim lane.

Excellent for small and medium sized companies

Puntos a favor:

It has 95% of the most needed business apps required to digitize a company fully. And the 5% that's missing it's already on the roadmap and being developed!

Puntos en contra:

No localization for Spanish and no direct integration for slack.

Great business management software

Comentarios: It's been a stable, easy to use platform. It provides a significant amount of value for small businesses and companies. It's easy to use, there are lots of tutorials, and it's fairly powerful.

Puntos a favor:

This is an 'all in one' application for managing your business. It contains everything from invoicing to CRM, to project management and time tracking. The interface is well laid out, and they have a substantial onboarding 'walkthrough' that takes you step by step through the setup of the company.

Puntos en contra:

There aren't very many cons - the only thing I can gripe about is the lack of incoming webhook - but that can be handled by their API.

Amazing Team With An Amazing Product

Comentarios: I have absolutely fallen in love with the software. It has made my life easier by keeping on customer information cloud based so my whole team can access them anytime. It has also help me to have to avoid writing out lengthy invoices since the system has a simple setup of clicking and all information previously created (price, description, tax, etc) is automatically imported and calculated for you. The support has been great as well. No matter what trouble I run in to, they are right there beside me helping me every step of the way. They are like a part of my team. They go above and beyond your expectations to ensure you are happy with the service and that it works the absolute best it can for you and whatever your needs may be.

Puntos a favor:

I like how simple the software is organized. I also love how the invoicing is directly implemented into the customer accounts and how Flowlu keeps track of all revenue and expenses for my company. This is really help to not have to hire an accountant.

Puntos en contra:

The only thing I can say I have found that I don't like at this moment is probably that there is no voip implementation. However, Ive brought this up to the designers and they assured me that this is going to possibly change in the future. Other than that, I have ZERO complaints.

Very Powerful All-In-On CRM and Project Management App

Comentarios: Overall my experience has been great and I was pleasantly surprised by how well built this tool is. I've tried a lot of CRMs and PMs and I dropped them all for Flowlu.

Puntos a favor:

I love having the ability to get a full snapshot of my business from within a single app. I used to bounce around a CRM, PM, and accounting app which was a bit of a pain. This required Zapier automation in order to move data from one app to another. Now I can just use Flowlu's built-in automation sequences to seamlessly move clients from CRM to projects. I also love the Project Workflows option. This allows me to templatize my projects in an easy to view way that I've never seen in other PM tools.

Puntos en contra:

Not really a dislike, just waiting on more features like the client portal. [SENSITIVE CONTENT HIDDEN] and his team work hard and deliver pretty fast so I'm not too worried about it. Everything that we ask has either been implemented or put on the to-do list.

Truly an all-in-one platform

Comentarios: Customer service has been really great, and I like the onboarding experience and how easy things are to use.

Puntos a favor:

It replaces many different apps and tools all in the same place. Previously I was juggling Gmail, Trello, Asana, Invoicing directly through Paypal (previously using Dubsado), and missing out on a helpdesk and knowledge base which would have cut down on admin time. Flowlu includes all of this.

Puntos en contra:

There are some features still in development like the client portal, contract signatures, and some integrations but they're on the roadmap. These aren't deal breakers and I'm okay with waiting for them.

Flowlu is AMAZING

Comentarios: Flowlu is helping me increase my firm's efficiency with the automation and collaboration features and decreasing my overhead because I'm been able to move away from monthly subscription fees.

Puntos a favor:

My firm has successfully used Clio (for practice management) Lawmatics (for CRM) for the last few years. However, I hated having to switch back and forth between the apps and I hated the monthly fees. When I found a lifetime deal for Flowlu I was thrilled! Even though it is not specifically built for law firms, the platform is awesome as handling intake, keeping projects organized, and moving cases forward.

Puntos en contra:

I'm really excited about the features on the roadmap and wish the client portal would be ready prior to August.

Clean, fast and got all the tools needed

Comentarios: We mostly use it for managing leads, clients and tasks of these leads and clients. This job is done perfectly by Flowlu. Also use it as a company cloud storage for clients documents (passports, photos, etc).

Puntos a favor:

Simple interface, fast loading of subsections, everything is where its gotta be (intuitive).

Puntos en contra:

Doesnt have Russian language for interface.

It is exactly what we've been looking for.

Comentarios: I'm pretty happy. My team accepted this software on the go and we transferred all our work less than in a week to Flowlu.
The support team is working great.

Puntos a favor:

The brilliant combination of features. Flowlu lets us keeping control while the whole client lifecycle from the first touch through contracts, project execution to payments and again. As a manager of small business, I have one point of control and don't need any more tools to control sales activities, project execution, payments tracing and cashflow balance. Now I have an all-in-one tool. No more extra expenses. No more switches between tools No wasting the time on export/import the data.

Puntos en contra:

Some minor features in project management could be improved in the future.

With the help of Flowlu, you will never have to worry about forgetting an important detail

Comentarios: total integration for our 10 person team. thrilled by the road map. I can stop looking for the Holy Grail, wasting time sampling other apps.

Puntos a favor:

development team is smart and responsive. they know Agile Project management and have designed a full-featured, robust business system that works.

Puntos en contra:

I'm looking forward to better document integration with google workplace.

One of the best productivity software we are using

Comentarios: Flowlu is helping me & my team become more productive. It has increased our efficiency by ten fold at least.

Puntos a favor:

I am quite new to Project Management software. This is my second PM purchase. With Flowlu, so many things came together. First, CRM & Project connected in a tool has been a blessing for us. Every month we have to send clients a report about what are all the things that we have done for them. With Flowlu, it's taking less than a minute to copy all the things & add to the report. But the best part is that now we have become aware about how many additional things we are doing for our clients in addition to the regular work. Second, of course various features of PM. We are still learning these but we are using these features at the same time. Thirdly, I personally love the Finance tools. I am not using it for sending invoices yet. But simply seeing how much is the entire amount you are about to receive in a month is simply fascinating. Also, Finance tools are helping me in keeping my expenses under control. The reports are sufficient for me as of now.

Puntos en contra:

What I would love to have in Flowlu - First, for newbies like me, I think basic tutorials are needed. By newbies, I mean new to Project Management software. I personally am not very familiar with most of the terms that are used in current documents & tutorials. This may not needed for sumolings with experience in PM tools, but for me it would add huge value. Especially pointing out how all the tools interact with each other. Second, the storage space. Initially I thought 100 GB are enough for me. But now I feel in just few months, my team is going to consume all of that. I am not sure if by archiving or deleting projects, the space can be freed. If yes, then that may be helpful. Thirdly, email connections per user. When first I connected my first email in Flowlu, that time I realized how much this feature I am going to love. On any given day, I have to check 5 -6 of my main emails in various firms. So I wish if I could connect all of them in my account in Flowlu, that would be great. Frankly if some of users emails can be reduced to Zero, if I can add those to my account.

You can't go wrong with Flowlu!

Comentarios: Flowlu is overall and EXCELLENT product with incredible functionality. While it may be a bit complex to set up initially, the work pays for itself down the road. Would highly recommend Flowlu to anyone in need of a software solution for CRM, project management, tasks, etc

Puntos a favor:

-task management-recurring tasks-project management-user chat-CRM

Puntos en contra:

-system needs contracts and proposals to be a game changer (in production)-sharp learning curve when initially setting up, can be too overwhelming-system is not always intuitive-

Finally found what I've been searching for!

Comentarios: I was looking for a CRM tool that is powerful, intuitive & easy to use, and I also wasn't quite satisfied with previous PM tools I had been using. Stumbling across Flowlu has been a gift that keeps on giving. It's a powerhouse platform for managing work and relationships. It is jam packed with features that can be used for Project Management, Customer Service & Relationships, Sales & Marketing, and Finance. On top of all that, it also includes integrated Mindmapping, a robust Knowledgebase, and Mobile Apps. And it does all this without skimping or cutting corners in any area, along with providing a lot of flexibility and customization. The UI is well thought out, and it's easy to take it a step at a time using only particular features to avoid overwhelm. The CRM is exactly what I was wishing for. Flowlu integrates seamlessly with both of my Gmail accounts and my Google Calendar, as well as pulling in my Contacts. It seamlessly links emails and calendar events with contacts, integrates naturally with the task and project management functionality, and allows customization to add any additional information I want. Flowlu's Knowledgebase is very comprehensive - both for learning the tool as well as for creating your own knowledgebases. The more I use Flowlu, the more I love it. Inevitably I find things that can be improved upon (integrating with Office365 or some tweaks to the UI), but at most they are minor annoyances. Flowlu saves me tons of time.

Puntos a favor:

The product is very intuitive and easy to use. I love the... -CRM functionality -Task & Project Management -Knowledgebase -Mind Mapping -Integrationg with Gmail, Gsuite, and Google Calendar -Automations & Workflow -Ease of linking disparate data together in one place

Puntos en contra:

Not much. There are a couple places in the UI where I'd like to see certain things side-by-side or jump to more easily. I'd also love to see native integration with Office365 (email, calendar).

Converted me to the all-in-one concept

Puntos a favor:

I am typically a fan of specialised tools for each important function in a company. Project management, CRM, email enquiries, invoicing, each with its own tool. The reason for this is that most attempts I've seen at doing everything end up in a mess in terms of UI and UX and force you to give up some of the depth of functionality in each area. Seeing the swath of positive reviews for Flowlu convinced me to give it a go. And now I'm a convert. There is just enough depth in every area Flowlu covers to satisfy most scenarios at least for my business model (small digital marketing agency). There is comprehensive CRM and leads generation, tied up to a build in email client, two types of project management build in (standard and agile), time tracking, budgeting and invoicing, documents and a knowledge base and project based team chat.

Puntos en contra:

Because of the depth of functionality, although page layouts are clear and important info is easy to find, sometimes that comes at the expense of a few extra clicks to get to the minute details, but that's something I can live with. And it sure beats the hell out of switching between 3 or 4 separate platforms to get the job done. And on the topic of complexity, you can easily switch off functionality you don't need from the settings and enhance functionality of those area you do need through custom fields, automations, workflows etc.

Rising Start

Comentarios: I believe it is agreat solution. And if you manage to come into the lifetime pricing it is a great deal.

Puntos a favor:

Things I really liked about Flowlu have to do with a) their different ways to map out and group tasks as task list, projects, workspaces that can all be related to a company or user. b) that they enable a checklist to be embedded within a task. This is particularly important to me as at times I have a task such as "draft workbooks" - and I have a list of 10 workbooks. Other systems force me to create a task for each of the workbooks, which is ok, however they then present each of these tasks in a huge task list. This way, I have a single task on the main task list, and I monitor each task or activity within it when I am ready to tacle it. c) Something I was favorably surprised was to see what they call "knowedge base" - As I navigate my business and learn how to do the different things (ie accounting, building a website, integrating a course, etc) I would like to document step by step what I did, this will make it easier for me to remember how I did it, and to transfer this knowhow to future employees and collaborators. I was previously attempting to do this by creating a course within my website (which is OK but too much of an overhead and overkill), or creating blog pages which ended up being random pages without real structure and order. Flowlu solved this for me - the ease of writing a blog, the structure and navigation of a course, without consuming my own site disk space.

Puntos en contra:

I am still playing about with the CRM, but I believe there are other apps that are at this time more complete. I am sure that they will be perfecting them. And I would like to see a better "ordering" of the tasks. I tend to assign priorities by moving things up in my list. Other softwares do a great job of this ordering of the tasks. Having said that, I am a new user and have not fully explored the platform enough to discover and use all of its features.