Flowlu

Flowlu

Cloud22 LLC
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About

A comprehensive, all-in-one solution for business management and team collaboration. Streamline your workflow and propel business growth to new heights. Experience seamless integration of powerful features: CRM: Effectively manage customer relationships through contact management, lead generation, and sales pipelines. Project & Task Management: Plan, organize, and monitor projects using intuitive tools like Kanban boards, Gantt charts, and real-time progress reports. Document Builder: Easily create professional quotes, invoices, proposals, and other essential documents. Financial Management: Keep track of revenue, expenses, and cash flow with insightful financial reports. Knowledge Base & Mind Maps: Build a centralized repository of company knowledge, FAQs, and training materials for easy access and reference. Client Portal: Offer clients secure access to project updates, invoices, documents, and communication channels for enhanced collaboration.

About

The Planfix platform allows organizations to manage their entire business online. Regardless of company size and industry, Planfix has something to offer as an excellent project and work management tool. With Planfix, your company gets a fully customizable management system, from process design to appearance. The integrated Planfix platform allows users to manage tasks and projects, CRM, sales, marketing, production, logistics, support services, finance, and human resources all at once. Data transfer between teams is seamless — for example, transactions during the implementation stage become projects, which are then transferred to support. We believe that Planfix is suitable for private businesses, nonprofits, public organizations, and any other group working towards a common goal. More than 68,000 users use Planfix to automate business workflows in over 7,000 companies.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Small and mid-size business

Audience

Companies of all sizes

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$15 USD/mo
Free: $0 USD/mo
Solo: $15 (19) USD/mo
Team: $39 (49) USD/mo
Business: $79 (99) USD/mo
Professional: $159 (199) USD/mo
Enterprise: $263 (329) USD/mo
Free Version
Free Trial

Pricing

$0 per user per month
FREE: $0;
PLAN A: $8 per user/month (billed annually);
PLAN B: $18 per user/month (billed annually);
PLAN X: $28 per user/month (billed annually)
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 4.9 / 5

Reviews/Ratings

Overall 4.9 / 5
ease 4.3 / 5
features 4.9 / 5
design 4.4 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • Works very well after the last update. Really love that the CRM module has all essential features and they’re fully customizable. And I tried the Agile module. There are lots of handy tools for task and project management. I guess I’m going to work more often in this module. The main point is that Flowlu has automations. And these automations are not only for the CRM module, but also for tasks, accounting and Agile. It saves much time.
  • I use Flowlu to manage my building projects. As I'm new in such a software, I tried to find something affordable and fully featured at that time. I started to use Flowlu with a 14-day trial and I was so impressed that switched to the subscription. I was mostly impressed with tools for project management, because I've never heard of Agile and it was first time for me to try it. But Agile is not really suits my need, so I currently use the Project module. I like that I can break my projects into stages , link tasks and monitor progress step-by step. My team is using Flowlu as well, so we communicate mostly in group and project chats. It's really handy, because before Flowlu we communicated via messengers, but most of our projects were on excel, so it took lots of time on switching between pages. Thanks to Flowlu, I have more time for important tasks right now, because most of routine is on Flowlu's automations right now.
  • It saves a lot of money on using other apps, because you don't have to use them while there is Flowlu. Really, it has everything that I need, even integrations with Gmail and Google Calendar. I used Zoho before, but switched to Flowlu because of the pricing and poor Zoho Interface. Thanks to Flowlu, there is a CSV import and export, so I moved quickly.
  • I’ve found Flowlu as a CRM solution for my startup, but as it has lots of other tools for task and project management I’m using it to manage all of my projects right now. I have never been using such a software before, so it was essential for me to Flowlu is a user-friendly solution with intuitive interface. Our team is not a big one, so Flowlu saves much time for more profitable things because of CRM and finance automation. Now, I don’t have to send and set up invoices manually, I just create templates and use recurring invoices with online payments. There are lots of online payment solutions, so you can find the one that suits you. I also use email integrations to automatically send eoffers and follow-ups to clients. It's extremely easy with automation rules for pipelines, because it works once you set it up. And the main point is that Flowlu is affordable and has a discount for annual subscription. Moreover, you don’t have to pay for each person and you pay for the whole team.
  • Most of my time I work remotely, and even if my team is not that big, it was hard to communicate with them and manage all projects in a bunch of apps, so I’ve started to use all-in-one tools. I've been with Flowlu since 2019 and it was an amazing experience, they’re always developing and I’m excited about what features they are going to add with the next update! The first thing that has made me purchase Flowlu is task management features. I didn’t like keeping my data and managing tasks in two different apps, but with Flowlu, I can easily perform such things in one place and at the same time! My team is using Flowlu as well, so we’re communicating through chats or even in comments. I was really surprised that there are comment sections in each project, it made our interaction more efficient because we can discuss all details on the spot. The second thing is that Flowlu is cloud-based, so I can use it even on my phone with a mobile app. All my data, projects and tasks are still with me whenever I am at that moment. I’m so happy not to be worried about losing my data or communication with the team when I’m on a business trip, which means a lot for me.

Cons

  • There was an issue with loading speed, but it was quickly fixed and I have no bad experience with Flowlu beyond that.
  • There is no missing features but an e-signature. And the support chat is responding too slow, but it's a common problem when it comes to cloud-based software.
  • Support team sometimes is not responding, but you can request a response on the Flowlu FB community.
  • Sometimes it takes too much time for the support team to answer.
  • It was hard to get used to the mobile app, but I guess it’s just my thing :)

Pros from Real Users

Pros

  • Honestly, Planfix is quite underrated as a management platform. As for my experience with Planfix, there's a lot I have to say. Firstly, it is pretty user-friendly for someone new to managing work and projects. The dashboard is easy to navigate and the tools are easily accessible too. The best part about using this platform is that you can personalize it via integration that is available with various platforms. Their customer service is also reasonably responsive.
  • Planfix was able to meet my project and task management needs. Planfix meets my project and task management needs perfectly.
  • So far, everything is going well. It has all the necessary features for team management, and the price is affordable.
  • It's visually appealing, intuitively understandable, has extensive help resources, and great customer support. And the price is a plus.
  • We found a system that could seamlessly integrate with WordPress and Webinar Stars, all without needing programmers to set up these integrations.
  • Planfix has made a significant impact, reducing deal closure time, streamlining our sales processes, speeding up inquiry response times, enabling customer segmentation, facilitating the creation of sales management dashboards, and automating our sales funnels. The Support team is truly exceptional, displaying unparalleled openness and eagerness to assist with problem-solving.
  • Automation of document generation from templates, flexible parsing of HTTP response data, organization, tracking, and email document delivery to partners from tasks, flexible analytics, and reporting.
  • We have streamlined the operations of our HR department significantly. It's convenient to manage all aspects of the hiring process, from requisition to candidate selection. Planfix's versatility has enabled us to centralize communication with applicants within a single system. The extensive range of integrations has greatly improved our interactions with recruitment websites.
  • We conducted an extensive search for a project management system, and Planfix stood out due to its voice task assignment feature and the availability of a mobile application.
  • Only in Planfix we succeeded to set up funnels that suit us perfectly. For example, we've got one sales funnel that covers the customer's journey up to contract signing and payment. Then there's another funnel - docflow, with several stages, which we can now track easily. When we close a sale, a company card is automatically created in the second funnel and gets assigned to the responsible lawyer handling the paperwork. This automation has freed up 80% of my time.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Cloud22 LLC
Founded: 2016
United Arab Emirates
flowlu.com

Company Information

Planfix
Founded: 2019
United States
planfix.com

Alternatives

Alternatives

TDF CRM

TDF CRM

White Cup
Jira

Jira

Atlassian

Categories

Categories

Agile Project Management Tools Features

Backlog Management
Feedback Management
Gantt/Timeline View
Kanban Board
Prioritization
Request Management
Resource Management
Retrospectives Management
Status Tracking
Supports Scrum
Team Management
Template Management
Workflow Management

Business Management Features

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Task Management Features

Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

Time Tracking Features

Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking

Billing and Invoicing Features

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Knowledge Management Features

Artificial Intelligence (AI)
Cataloging / Categorization
Collaboration
Content Management
Decision Tree
Discussion Boards
Full Text Search
Knowledge Base Management
Self Service Portal

Team Communication Features

Activity / News Feed
Audio Calls
Calendar Management
Chat / Messaging
Discussion Threads
File Sharing
Mobile Access
Push Notifications
Search
Surveys & Feedback
Task Management
Video Conferencing

Agile Project Management Tools Features

Backlog Management
Feedback Management
Gantt/Timeline View
Kanban Board
Prioritization
Request Management
Resource Management
Retrospectives Management
Status Tracking
Supports Scrum
Team Management
Template Management
Workflow Management

Business Management Features

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Task Management Features

Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

Time Tracking Features

Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking

Business Process Management Features

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Collaboration Features

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Contact Management Features

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Digital Workplace Features

Activity / News Feed
Calendar Management
Chat / Messaging
Content Management
Document Management
Employee Directory
File Sharing
Knowledge Management
Surveys & Feedback
Task Management

Employee Communication Tools Features

Activity / News Feed
Audio / Video Conferencing
Blogs
Chat / Messaging
Employee Directory
Event Calendar
File Sharing
Knowledge Management
Newsletter Management
Surveys & Feedback

Gantt Chart Features

Alerts/Notifications
Capacity Monitoring
Color Coding
Dependency Tracking
Drag & Drop
Milestone Tracking
Progress Tracking
Task Management
Templates

IT Project Management Features

Bug Tracking
Issue Management
Milestone Tracking
Percent-Complete Tracking
Portfolio Management
Prioritization
Product Roadmapping
Requirements Management
Resource Management
Status Tracking
Supports Agile
Supports Scrum
Task Management
Testing / QA Management
Time & Expense Tracking

Idea Management Features

Activity Dashboard
Brainstorming
Collaboration
Creator Tracking
Idea Ranking
Project Tracking
Status Tracking

Kanban Features

Collaboration Tools
Dependency Tracking
KPI Monitoring
Milestone Tracking
Multi-Board
Prioritization
Project Planning
Roadmapping
Supports Scrum
Task Management
Time Tracking

Product Management Features

Collaboration
Feedback Collection
Idea Management
Milestone Tracking
Prioritization
Product Roadmapping
Release Management
Requirements Management
Resource Management
Workflow Management

Productivity Features

Collaboration
Database Creation
Document Creation
File Sharing
Notes Management
Office Suite
Presentation Tools
Project Management
Task Management
Team Chat

Professional Services Automation Features

Billing & Invoicing
Client Portal
Collaboration Tools
CRM
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Project Management Features

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Project Planning Features

Agile Methodologies
Budget Management
Collaboration Tools
Due Date Tracking
Gantt Charts
Kanban Board
Prioritization
Progress Tracking
Resource Management
Task Management
Template Management
Traditional Methodologies

Remote Work Features

Collaboration
Credential Management
Electronic Signature
Employee Monitoring
Live Chat
Meeting Management
Project Management
Remote Access
Remote Support
Screen Sharing
Softphone
Task Management
Time Zone Tracking
Video Chat
Web Conferencing

Scheduling Features

Alerts/Notifications
Appointment Scheduling
Automated Scheduling
Calendar Management
Class Scheduling
Employee Scheduling
Facility Scheduling
Group Scheduling
Interview Scheduling
Meeting Room Booking
Multi-Location
Online Scheduling
Payment Processing
Real-time Scheduling
Reservations
Resource Scheduling
Room Booking Management

Work Management Features

Access Roles / Permissions
Calendar Management
Collaboration Tools
CRM
File Storage / File Sharing
Kanban
Messaging / Discussion
Performance Metrics
Project Management
Reporting / Analytics
Resource Management
Strategic Planning
Task Management
Time Tracking
Version Control
Workflow Management

Workflow Management Features

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Workforce Management Features

Budgeting & Forecasting
Contractor Management
Employee Lifecycle Management
Labor Projection
Performance Appraisal
Recruiting Management
Scheduling
Skills Tracking
Time & Attendance
Variable Workforce

Integrations

Calendly
Gmail
Google Calendar
Google Drive
Mailchimp
Stackreaction
Telegram
Twilio
Viber
WhatsApp
Zadarma
Chatra
Google Maps
Integrately
Leo
Mazaal AI
Microsoft Word
Peaka
SimpleTexting
Vonage Business

Integrations

Calendly
Gmail
Google Calendar
Google Drive
Mailchimp
Stackreaction
Telegram
Twilio
Viber
WhatsApp
Zadarma
Chatra
Google Maps
Integrately
Leo
Mazaal AI
Microsoft Word
Peaka
SimpleTexting
Vonage Business
Claim Flowlu and update features and information
Claim Flowlu and update features and information