Flowlu

What is Flowlu?

Flowlu is a comprehensive business management software that offers a range of features to streamline your operations. With Flowlu's online CRM, you can easily manage new sales opportunities and track interactions with customers. The project management tool allows you to plan, create, and manage multiple projects efficiently. Flowlu's task management feature helps you convert ideas into tasks, assign them to teammates, and prioritize activities for maximum productivity. Financial management in Flowlu lets you manage all financial records in one place and plan your budget effectively.

In addition, Flowlu offers online invoicing to help you invoice clients and get paid online seamlessly. The knowledge base feature allows you to create both internal and external bases for easy access to information. The agile and issue tracker in Flowlu enables you to quickly adopt changes to your project and collaborate effectively with your team using the collaboration tools. With mind maps, you can brainstorm and plan effectively, while the client portal software allows you to communicate with clients directly in Flowlu. The document builder feature helps you craft customized documents effortlessly and save time.

For marketing agencies, Flowlu is a game-changer, allowing them to create and track marketing projects with ease. Building & construction companies can manage their projects and finances simultaneously on Flowlu. IT departments can build a seamless workflow, while business consultants can track to-dos and communicate with clients effectively. Legal professionals can stay in touch with clients and monitor legal projects effortlessly. Educational institutions can enhance communication within departments, and the manufacturing sector can integrate their entire process for streamlined operations. Small businesses can simplify, automate, and boost their workflows with Flowlu.

Overall, Flowlu is a versatile business management software that caters to a wide range of industries and business needs. With its customizable CRM, project management, task management, financial management, and other features, Flowlu offers a complete solution for businesses looking to improve their efficiency and productivity. Whether you're a marketing agency, construction company, IT department, business consultant, legal professional, educational institution, manufacturing sector, or small business, Flowlu has the tools you need to succeed.

How to Use Flowlu?

• Navigate to Flowlu at www.flowlu.com.
• Click on the 'Sign Up' button located at the top right corner of the homepage.
• Fill in the required information such as your name, email, and password, then click 'Create Account'.
• Verify your account through the confirmation email sent to your registered email address.
• Log in to Flowlu using your registered email and password.

• Click on your profile icon at the top right corner of the Flowlu dashboard.
• Select 'My Profile' from the dropdown menu.
• Fill in your personal information, including your name, job title, and contact details.
• Upload a profile picture by clicking on the camera icon.
• Click 'Save' to apply the changes.

• Navigate to the 'Project Management' section in the main menu on Flowlu’s dashboard.
• Click on the 'New Project' button.
• Enter the project name and provide a detailed description.
• Set the project start date and end date.
• Assign team members to the project by selecting them from the dropdown list.
• Click 'Create Project' to finalize the setup.

• Go to the 'Task Management' section within Flowlu.
• Click on the 'New Task' button.
• Enter the task name and assign it to a team member.
• Set the task's priority level and due date.
• Add any necessary details or attachments to the task.
• Click 'Create Task' to add it to your project.

• Navigate to the 'Financial Management' section on Flowlu.
• Click on 'New Transaction' to record income or expenses.
• Enter the transaction details such as amount, date, and category.
• Add a description to clarify the purpose of the transaction.
• Click 'Save' to update your financial records.
• Use the financial dashboard to visualize income, expenses, and profitability trends.

• Go to the 'Online Invoicing' section within Flowlu.
• Click 'Create Invoice'.
• Select the client from the dropdown list or add a new client.
• Fill out invoice details including item descriptions, quantity, and rates.
• Set the payment terms and due date.
• Click 'Save and Send' to email the invoice directly to the client.

• Access the 'Collaboration Tools' section from the Flowlu dashboard.
• Create a new discussion thread by clicking the 'New Discussion' button.
• Enter a title and message for the discussion.
• Tag relevant team members to notify them.
• Click 'Post' to start the conversation.
• Respond to ongoing discussions by commenting on the threads.

• Navigate to the 'Mind Maps' section in Flowlu.
• Click on 'New Mind Map'.
• Enter a central idea or topic for the mind map.
• Add branches by clicking on the 'Add Node' button.
• Double-click on each node to rename it and add details.
• Use the drag-and-drop feature to organize the structure of your mind map.
• Click 'Save' to retain your brainstormed ideas.

• Go to the 'Knowledge Base' section in Flowlu.
• Click on 'New Knowledge Base' to start creating an internal or external documentation.
• Enter the title and description for the knowledge base.
• Add articles by clicking on 'New Article'.
• Fill out the article title and content, then click 'Save'.
• Organize your articles into categories for easier navigation.
• Share the knowledge base with your team or clients by toggling the appropriate settings.

• Navigate to the 'Document Builder' section in Flowlu.
• Click 'New Template' to create a custom document template.
• Enter the template name and select the type of document (e.g., proposal, contract).
• Add fields to your template by dragging and dropping elements from the toolbar.
• Customize the layout and content as needed.
• Click 'Save Template' to use it for future document creation.
• Generate documents using the template by selecting it from the list and filling in required details.

Flowlu Features

Online CRM: Easily manage new sales opportunities.

The Online CRM feature in Flowlu allows users to efficiently manage new sales opportunities, track interaction with customers, plan future activities, and store email communication in one centralized location. It serves as a comprehensive tool for managing customer relationships and enhancing sales processes.

Function Detail

• Users can input and organize new leads and sales opportunities.
• Track customer interactions and store all communication in one place.
• Plan and schedule follow-up activities and future engagements with customers.
• Analyze sales data and monitor progress with the pipeline view.

Project Management: Plan, create and manage multiple projects.

The Project Management feature in Flowlu empowers users to effectively plan, create, and manage multiple projects simultaneously. It offers a comprehensive solution for organizing tasks, tracking progress, and collaborating with team members.

Function Detail

• Create project timelines, assign tasks, and set priorities.
• Track project progress, milestones, and deadlines.
• Allocate resources, manage budgets, and monitor project profitability.
• Communicate with team members, share documents, and collaborate on project tasks.

Task Management: Keep track of your tasks.

The Task Management feature in Flowlu enables users to convert ideas into actionable tasks, assign them to team members, and prioritize activities effectively. It simplifies task delegation, monitoring, and tracking to enhance productivity.

Function Detail

• Create tasks, assign responsibilities, and set deadlines.
• Prioritize tasks based on urgency and importance.
• Track task progress, time spent on each task, and completion status.
• Analyze task performance and optimize productivity levels.

Financial Management: Keep track of your finances.

The Financial Management feature in Flowlu allows users to manage all financial records, plan budgets, and visualize financial data using graphs. It provides a comprehensive solution for monitoring expenses, revenue growth, and financial performance.

Function Detail

• Record and categorize financial transactions.
• Create and manage budgets for projects and operations.
• Generate financial reports, analyze financial data, and track key metrics.
• Visualize financial data using graphs and charts for better insights.

Online Invoicing: Invoice clients and get paid online.

The Online Invoicing feature in Flowlu simplifies the invoicing process by allowing users to generate invoices, send them to clients, and receive payments online. It streamlines the billing process and ensures timely payments for services rendered.

Function Detail

• Create and customize professional invoices with company branding.
• Send invoices to clients via email and track invoice status.
• Accept online payments securely and track payment history.
• Automate invoice reminders and notifications for overdue payments.

Flowlu Frequently Asked Questions