Get your projects in order with Flowlu’s generous management options. You can quickly view project progress, key milestones, deadlines, budgets, and even time estimates for tasks. Use project workflows to easily create similar projects with predefined activities and sequences. Then forecast project revenue and calculate costs before comparing them to the final budget results.
You’ll be able to store your files and documents right in Flowlu to keep everything organized for easy finding. Instantly convert your ideas to tasks, and make recurring tasks for the same workflows or at specific intervals, like weekly reports.
The Kanban board lets you prioritize tasks and find out what needs to get done at a glance, with due dates attached to the cards. There’s even the option to measure the time spent on each task to optimize your processes.
You can also add collaborators to each task, and grant them the same access rights as assignees so they can help get the job done. Flowlu’s built-in CRM lets you track all your sales funnels from one place. You can manage new sales opportunities and funnels, as well as track customer interactions and email communications.
CRM automation makes it easy to design flows that set follow-up tasks, create projects, and send emails. Plus, you can assign users to the employee access level and manage which accounts they can see, protecting your contacts’ privacy.
Craft professional estimates and invoices in seconds using fully customizable templates, which let you include your logo, change the layout or apply a specific color scheme. You can also add taxes, discounts, and shipping charges to single-line items or invoice totals. Then let Flowlu crunch the numbers for you!
There are even options to create recurring or scheduled invoices, so you always get paid on time. Don’t worry you can enable invoice approval to verify before sending, too. And because Flowlu integrates with major payment gateways, clients can pay you right from the invoice!
Flowlu’s knowledge base makes it simple to store and manage any kind of data from one place. Document your team’s critical information and SOPs in an organized, shared knowledge hub for easy access.
You can also use a knowledge base to develop a self-serve help center for your customers, taking the pressure off your support team. Level up your communication with clients using the white-label feature. Create a custom domain and email domain for notifications, invoices, estimates, and user invitations to the account.