How to Build Your Own Flowlu

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

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

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

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

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

Define and automate business processes with visual workflow builder

Complete automation suite with up to 10 business processes

Automate sales processes including lead capture, pipeline management and follow-ups

Eliminate routine work and focus on actual work through powerful automation rules available in almost every module to handle repetitive tasks

Create workflow and pipeline automation rules to streamline processes

Complete HR management tools for large teams

Organize teams into groups for basic HR management

Visualize organizational structure with interactive org charts

Create and manage employee work schedules

Manage employee time off requests and track vacation/leave

Visualize project timeline and dependencies with interactive Gantt chart views

Visualize tasks and projects using customizable Kanban board views

Manage multiple projects and view them as a portfolio for strategic planning

Plan, create and manage multiple projects, track progress, prioritize tasks, forecast project revenue, plan costs and monitor overall project profitability

Create and manage dependencies between tasks to ensure proper project sequencing