Flowlu Features
Platform (7)
Customization
23 reviewers of Flowlu have provided feedback on this feature.
Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.
Workflow Capability
Based on 24 Flowlu reviews.
Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.
User, Role, and Access Management
22 reviewers of Flowlu have provided feedback on this feature.
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Internationalization
12 reviewers of Flowlu have provided feedback on this feature.
Enables users to view and transact business with the same content in multiple languages and currencies.
Document & Content Mgmt.
As reported in 15 Flowlu reviews.
Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files.
Performance and Reliability
Based on 22 Flowlu reviews.
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Output Document Generation
As reported in 11 Flowlu reviews.
Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.
Sales Force Automation (8)
Contact & Account Management
This feature was mentioned in 31 Flowlu reviews.
Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.
Partner Relationship Mgmt. (PRM)
This feature was mentioned in 16 Flowlu reviews.
Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information
Opportunity & Pipeline Mgmt.
As reported in 34 Flowlu reviews.
Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.
Task / Activity Management
This feature was mentioned in 35 Flowlu reviews.
Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.
Desktop Integration
Based on 23 Flowlu reviews.
Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.
Product & Price List Management
As reported in 22 Flowlu reviews.
Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system.
Quote & Order Management
This feature was mentioned in 23 Flowlu reviews.
Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts.
Customer Contract Management
This feature was mentioned in 27 Flowlu reviews.
Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution.
Marketing Automation (4)
Email Marketing
15 reviewers of Flowlu have provided feedback on this feature.
Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders.
Campaign Management
As reported in 14 Flowlu reviews.
Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time.
Lead Management
This feature was mentioned in 27 Flowlu reviews.
Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification.
Marketing ROI Analytics
As reported in 13 Flowlu reviews.
Enables analysis of effectiveness of an organizations various marketing activities
Customer Support (5)
Case Management
As reported in 20 Flowlu reviews.
Tracks issues/help requests reported by customers through the resolution process.
Customer Support Portal
18 reviewers of Flowlu have provided feedback on this feature.
Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base.
Knowledge Base
As reported in 23 Flowlu reviews.
Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions.
Call Center Features
As reported in 10 Flowlu reviews.
Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management.
Support Analytics
Based on 13 Flowlu reviews.
Enables analysis of customer support activities to optimize customer support professionals, processes and tools.
Integration (7)
Data Import & Export Tools
As reported in 12 Flowlu reviews.
Ability to input, modify and extract data from the application in bulk through a structured file.
Integration APIs
Based on 11 Flowlu reviews.
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
Breadth of Partner Applications
To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.
Accounting
Provide integration with accounting and financial management software
Payments
Integrate with payment gateways and enterprise payments software
ERP
Deliver integrations with accounting modules of ERP systems
Account Sync
Sync with company accounts to transfer payments for approved invoices
Mobile & Social (3)
Social Collaboration Features
Based on 16 Flowlu reviews.
Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone
Social Network Integration
Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management.
Mobile User Support
Based on 17 Flowlu reviews.
Allows software to be easily used on multiple mobile devices include phone and tablet devices.
Reporting & Analytics (3)
Reporting
As reported in 20 Flowlu reviews.
Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.
Dashboards
As reported in 27 Flowlu reviews.
An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance
Forecasting
This feature was mentioned in 13 Flowlu reviews.
Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.
Invoice Generation (3)
Templates
Provide standard invoice templates that can be customized by users
Digital Invoices
Ability to convert invoices to digital formats such as PDF
Recurring Invoices
Automatically generates invoices at pre-defined time intervals
Invoice Processing (4)
Approvals
Include workflows for approvals of invoices or payments
Batch Processing
Process multiple invoices without human intervention
Consolidation
Allow users to consolidate multiple invoices into one
Match Invoices
Match invoices with purchases and sales orders, as well as with payments
Analytics (4)
Due Dates
Track invoices based on due dates to identify overdue payments
Cashflow
Analyze variations between incoming and outgoing cash
KPIs
Monitor KPIs such as time to process an invoice or erroneous payments
Payment Tracking
Track different types of payment such as deposits or partial payments
Knowledge Pages (3)
In-Content Feedback
Allows users to leave feedback within a wiki page or knowledge article.
Decision Trees
Displays knowledge articles to be arranged in a decision tree.
Content Editor
Enables users to create rich knowledge pages with a combination of text, charts, images, video and audio
Knowledge Dissemination (6)
Permissions
Allows administrators to provide permissions and gate pieces of content based on role.
Knowledge Sharing
Offers additional tools that facilitate knowledge sharing and collaboration.
Notifications
Notifies users when changes occur.
Organization
Allows knowledge pages to be organized into sections and subsections as needed
Other Integrations
Integrated with other tools to faciliate the sharing of information
Knowledge Integrations
Integrates with other knowledge repositories in the business
Content (4)
Document Collaboration
Allows users to simultaneously collaborate on a document within the application.
E-Signature
Allows users to provide an e-signature within the platform.
File Request
Allows businesses to request files from clients.
Feedback
Allows businesses to solicit feedback on projects or documents from clients.
Collaboration (6)
Billing and Invoicing
Provides billing and invoicing within the application.
Instant Messaging
Provides internal and/or external instant messaging capability.
Project Management
Offer project management features like task creation and tracking within the application.
Analytics
Offer analytics concerning productivity or client engagement.
Time Tracking
Allows businesses to track time spent on projects within the application.
Mobile Application
Provides a mobile application.
Task Creation (4)
Creation & Assignment
Create and assign tasks for individual users with details and due dates.
Due Dates
Set deadlines and milestones for tasks, manually or automatically (based on project templates).
Drag & Drop
Users can move tasks and change dependencies using drag and drop.
Mass Updates
Allows users to update multiple tasks at the same time, accross multiple projects.
Task Management (4)
Task Prioritization
Set priority levels on tasks so individuals can organize their work.
To-Do Lists
Each user can view their list of tasks to be completed without having access to other tasks.
Dependencies
Define dependencies between tasks and the rules to manage them.
Recurring Tasks
Define recurring tasks that can be scheduled automatically at pre-defined intervals.
Data Sources (3)
Software
Integrate with software such as ERP or CRM to use data for document generation
Spreadsheets
Allows users to generate documents using information from spreadsheets
Documents
Ability to generate new documents using other documents in multiple formats
Generation (3)
Templates
Include templates for various types of documents such as invoices or quotes
Automation
Automate document generation based on customizable rules
Branding
Allow users to personalize documents for branding purposes
Delivery (3)
Workflow
Define and manage workflows for document distribution
Schedule
Create a schedule to deliver documents at predefined times
Batch
Provide the ability to generate and deliver documents by batch
Communication (5)
Chat
This feature was mentioned in 24 Flowlu reviews.
Provide live chat tools for instant messaging
Discussions
Based on 21 Flowlu reviews.
Ability to involve multiple users in public or private discussions
External
This feature was mentioned in 15 Flowlu reviews.
Allow external users to use chat and discussions
Feedback
As reported in 15 Flowlu reviews.
Provide functionality to create and manage polls and surveys
Announcements
As reported in 17 Flowlu reviews.
Manage news and announcements by company or department
Content & Documents (3)
File Sharing
As reported in 23 Flowlu reviews.
Documents can be shared between users and teams
Notes
This feature was mentioned in 28 Flowlu reviews.
User can share notes with colleagues or external users
Search
This feature was mentioned in 24 Flowlu reviews.
Help users find documents and other types of content
Controls (5)
Custom Views
As reported in 20 Flowlu reviews.
Create personalized project views for collaboration
Followers
As reported in 13 Flowlu reviews.
Allow users to follow tasks which are not assigned to them
User Management
26 reviewers of Flowlu have provided feedback on this feature.
Define and manage users access to documents and collaboration features
Calendars
As reported in 27 Flowlu reviews.
Manage private and shared calendars and associated events
Public Sharing
This feature was mentioned in 12 Flowlu reviews.
Make project views available for the public.
Project Management (4)
Task Management
Based on 29 Flowlu reviews.
Include features to create, assign, and manage tasks.
Planning
As reported in 29 Flowlu reviews.
Deliver project plans that can be customized by users.
Visibility
Based on 28 Flowlu reviews.
Provide visibility into collaborative processes accross the company
Integration
Based on 21 Flowlu reviews.
Provide integration with task management and project management software.
Remote Collaboration (3)
Alignment
16 reviewers of Flowlu have provided feedback on this feature.
Align remote employees with their colleagues and external users
Accountability
As reported in 18 Flowlu reviews.
Define and track responsabilities for remote users
Connectivity
This feature was mentioned in 15 Flowlu reviews.
Allow users to connect to tools that they use remotely
Customization (3)
Custom Fields
Allows users to add custom fields to forms that aren't already on the templates
Conditional Logic
Enables forms to hide or show certain fields based on respondents' answers
Design
Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.)
Additional Functionality (3)
Embedded Forms
Enables forms to be embedded onto a website without having to create code from scratch
Notifications
Sends notifications when a completed form is recieved
Payments
Contains integrations with payment processors, enabling users to accept payments through forms
Agentic AI - Invoice Management (1)
Adaptive Learning
Improves performance based on feedback and experience
Technology Glossary Features
View definitions of the features and discover new technology terms.
To-do lists are how an individual keeps tasks that need to be completed organized. Learn more about the types of to-do lists that can be used and the benefits of utilizing a list to stay motivated and productive.
Our G2 guide on file sharing gives insights about what file sharing is, different ways of sharing files, its benefits for businesses, and best practices to follow while sharing files.
Case management refers to the processing of data and procedures for resolving cases. Learn more about case management, its benefits, and its applications.





