Flowlu Pricing Overview

I love using Flowlu for project management because it offers a lot of functions. The CRM is fully packed, which is great for managing contacts and pipelines. What I really value is the ease of having everything in one place. Previously, we used five different apps, but now all our tasks from CRM and projects are integrated into one calendar, which is super convenient. Plus, the calendar in the mobile app is perfect. The project management tools like Gantt and workflow help in structuring my projects easily. Review collected by and hosted on G2.com.

One small thing feels like it’s missing in one place: a single feed that shows all comments across all projects and deals. It’s a minor issue overall, but it would make it easier to keep track of everything in one view. Review collected by and hosted on G2.com.

I appreciate Flowlu's unified design that melds CRM sales pipeline, client project management, and basic financial overviews within a single workspace, which fits our small Los‑Angeles internet startup Westlight Digital Labs really well. It saves us from buying separate platforms for sales tracking and project delivery, which would otherwise drive up costs for our 32‑person team that has no dedicated in‑house IT staff. Once our sales team closes a deal, they can spin‑up a connected project right away, paste in scope notes, log estimated contract value, and hand‑off task assignments to our delivery team without ever switching out of Flowlu. We saw this value firsthand during our spring outreach push targeting regional B2B consulting prospects we sourced from Nimble. Sales reps logged call takeaways, shifted deal stages, and jotted down each client’s unique requests directly on their opportunity records. When deals moved to won, our delivery team could open those same records and read through full negotiation history, budget boundaries and custom requirements immediately. On one specific instance, we were onboarding a local marketing agency client; delivery reviewed the notes inside Flowlu and caught a custom reporting add‑on the sales team had agreed upon, before drafting project timelines. This kept us from delivering work that did not match what the client had expected. Most of our team members are not technically inclined, and they learned the core workflows within a couple of days with no lengthy formal training. Custom dashboard setup can feel clunky at times, which is a minor annoyance. Even so, the biggest win is tearing down data silos between sales and delivery. Keeping deal context and live client work together inside one cost‑effective tool works great for our lean day‑to‑day operations. Review collected by and hosted on G2.com.

The role‑based permission controls in Flowlu create real headaches for our cross‑team workflows. Our goal was to let delivery staff read client deal background without being able to alter confidential sales pricing and financial figures. Unfortunately the pre‑built permission sets are very limited, and crafting finely‑tuned custom roles is far from intuitive. We keep getting stuck with two bad options: either grant delivery broad edit permissions, or block them entirely from valuable sales context. There are no field‑level visibility toggles, so we cannot hide only sensitive columns while keeping other customer information visible. This created a real‑world mishap earlier this year. While onboarding a new digital service client, I temporarily gave delivery expanded access so they could resolve an urgent project task. One team member unintentionally edited the negotiated pricing field on that opportunity record. I only spotted the wrong pricing when I did my daily data spot‑check and had to restore accurate values from our CSV backup files. Beyond that, there is no activity audit log tracking permission adjustments. When access glitches pop‑up for sales or delivery users, I cannot look back to see who modified permissions, what changed, or when it happened, which slows down troubleshooting. We are also unable to build hybrid custom‑role templates to mix‑and‑match access rights across different modules. We cannot create something like “full project edit rights plus read‑only CRM access with zero finance access”. This constantly forces us to compromise, choosing between proper data security or necessary cross‑team visibility for our growing list of B2B clients and prospects. Review collected by and hosted on G2.com.