Flowlu

Use customizable invoice templates for professional billing

Automate late payment reminder notifications to clients

Invoice clients and get paid online, create and send invoices within seconds, automate billing and impress customers with professional invoices

Accept online payments for invoices through integrated payment processing

Create and manage product catalog for invoicing

Automate recurring billing with recurring invoice generation and payment tracking

Advanced customer interaction and activity tracking features

Identify and merge duplicate contact records to maintain clean CRM data

Store and track email communication within CRM for comprehensive customer interaction history

Use pre-built email templates for CRM communications to streamline customer outreach

Track email opens and interactions within the CRM system

Access extended email history and communication records

Create web forms to capture leads directly into the CRM

Create up to 5 email inboxes per employee for better organization

Create and manage multiple sales pipelines for different products or teams

Effortlessly manage and capture new sales opportunities, track customer interactions, plan future activities and store email communication in one place

Create a dedicated space to share information with clients, freelancers, or contractors for seamless customer collaboration

Stay in touch with team at any time through real-time chat, task and project comments, and notifications on relevant updates

Team activity feed to stay informed on company-wide updates

Invite external users and collaborators to work on projects

Complete suite of collaboration features for large teams

Create group chat channels for team communication

Manage personal calendar and schedule

Send private messages and communicate one-on-one with team members

Create and share team calendars for scheduling and planning

Add comments to tasks and mention team members for collaboration

Add followers and collaborators to tasks for team coordination

Advanced customization options for record layouts, fields and business logic

Customize record layouts and fields for core modules

Customize branding elements like colors and logos in invoices and client portal

Use custom domain and email addresses in the platform

Create custom fields to capture business-specific data across modules

Create custom lists and views to organize data according to business needs

Define custom status values for tasks to match business workflow

Create calculated fields using formulas for advanced data manipulation

Complete white-label solution with custom branding throughout the platform

Use ready-made templates for projects, tasks and workflows to jumpstart work

Plan and track project and departmental budgets

Advanced financial management tools for large organizations

Easily manage and track finances, maintain all financial records in one place, visualize data using graphs and have deep insights on spending

Basic financial tracking functionality for projects and organization

Track product inventory levels and manage stock for billing purposes

Support multiple currencies for invoicing and financial tracking across global teams

Track payments and expenses for financial management

Forecast project cash flow and monitor financial health of projects