As a Design Operation & Project Delivery Coordinator at a mid-sized design agency in Kansas City, my favorite thing about Flowlu is how it blends flexible project tracking, customizable data fields, and centralized document management all in one lightweight platform. Our team juggles dozens of active client design projects, freelance vendor relationships, and constant creative asset revisions. Before Flowlu, our project data, approval statuses, and freelance contract terms were spread across separate spreadsheets, cloud folders, and chat threads. It was tough to keep our creative, production, and account teams aligned, and tracking asset versions and project phases was always messy.

Flowlu’s fully customizable fields and bulk CSV import functionality have completely streamlined our day-to-day operations. I regularly onboard new client projects and freelance designers in bulk, and Flowlu lets me upload entire project lists and vendor rosters via CSV in minutes. I built custom fields tailored specifically for our design workflows, including project phase tracking, client approval status, creative deliverable version numbers, freelance rate tiers, and contract expiration dates.

A perfect real example is our recent brand refresh campaign for a regional retail client. The project had multiple phases — mood board development, logo iterations, brand guideline drafts, and final file handoff — with tons of versioned assets and external freelance support. I set up a dedicated Flowlu project workspace with our custom phase fields and logged every deliverable version, client feedback status, and freelance task milestone. Our creative team could instantly see which design iterations were client-approved, which files were pending revisions, and which freelance tasks were due. No more digging through scattered Google Drive folders or long email threads to verify project status.

I also love that Flowlu ties task tracking, client communication logs, and document storage directly to each project. All approved assets, signed vendor contracts, and client feedback records live in one centralized spot. This makes my monthly cross-department operational reporting way faster. I can quickly pull organized project data to compile team performance metrics and project delivery timelines without manually compiling data from multiple tools.

Overall, Flowlu’s adaptability to our unique design studio workflows is its biggest strength. It eliminated our disjointed project management system, cut down hours of manual data entry and version tracking, and keeps our entire creative team aligned on project delivery deadlines and client expectations. Review collected by and hosted on G2.com.

The biggest issue is its file handling and asset versioning support. We constantly upload design source files, brand mockups, and revised deliverables for client review. When our creative team uploads multiple iterations of the same design asset into Flowlu, there’s no built-in way to auto-tag versions or compare previous file revisions side by side. A few weeks back, we were wrapping up a brand identity project and had seven different logo mockup versions uploaded. Our account manager accidentally pulled up an older, unapproved file to share with the client because Flowlu didn’t clearly highlight the latest approved version. We had to add manual naming rules and extra notes on every upload, which creates more work for our busy creative team.

Custom reporting is another weak spot. I rely on reports to put together our monthly cross-department operational reviews. I set up custom fields in Flowlu for project phases, approval status, and freelance contract terms, but the report builder doesn’t let me combine all those fields smoothly. I tried to build a report showing active projects grouped by client approval stage and vendor spend, but the filters kept dropping some of our custom field data. I ended up exporting all the raw data to Excel and building the report manually, which ate up a big chunk of my month-end time.

The integrations are pretty limited too. Our team uses Figma for design work and Dropbox to store large source files. There’s no native Flowlu connection to sync Figma updates, and the Dropbox link setup only embeds basic file links, it won’t automatically pull updated asset versions. We tried a Zapier workaround, but it’s inconsistent and sometimes fails to push new task updates into Flowlu. 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.

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.

After trying different platforms, we can confidently say that Flowlu has become the ideal tool for our company. Its all-in-one approach has allowed us to work more efficiently by centralizing project management, tasks, clients, and finances in a single place.

The cost-benefit ratio is truly outstanding, especially when compared to other similar solutions on the market. It offers advanced features at an accessible price, which has been a great added value for our team.

We especially appreciate the technical support, which has been prompt, clear, and helpful every time we've needed it. Additionally, their AI-powered chatbot is impressively well-trained, making daily use of the platform even easier.

We 100% recommend Flowlu. It’s a reliable, modern, and constantly evolving tool that has significantly contributed to improving our productivity and internal organization. Review collected by and hosted on G2.com.

The translation to Spanish is not so exact. Review collected by and hosted on G2.com.

I am delighted with the functionality of this system, how they managed to harmoniously include many functions in one system. Also - Flowlu is constantly making updates due to which the system acquires a perfect look. Thank you! I have studied more than 15 of the most popular CRM systems And if in short, Clickup is really overloaded with functionality and too complicated, Asana lacks a lot of things... The rest are narrowly focused on different industries. But Flowlu is a universal system with great prospects. If they had shares, I would buy! Review collected by and hosted on G2.com.

old school design, no mac os app, no dark mode Review collected by and hosted on G2.com.

The all in one project and task management software. Each feature has a separate API. It makes it very easy to integrate with other software. User-friendly. Their customer support is also awesome. CRM support is also good. Review collected by and hosted on G2.com.

They are still implementing and I don't have any kind of issue so I don't have any dislike. Review collected by and hosted on G2.com.

A nice CRM with nice sales pipeline. Nice Hierachy of Workspace, Project, Tasks. Easy to use Chat, including on the mobile app. Clean interface. No steep learning curve, get the basic in a matter of hours. Their onboarding tasks list is excellent, if you complete it all you'll be an expert in no time. I tried MANY project/task management solutions before deciding which one to pick as and wanted one that also had CRM. This was my choice. Review collected by and hosted on G2.com.

It would be nice to have a bit more colour added to the UI/UX and in a manor that is customizable through the entire colour spectrum. Needs more integrations to storage services like dropbox etc. It does not seem to remember the view choice in some instances, defaulting to Kanban even though I want to use list view. Although you can add custom fields you can't choose where they appear within the app, an example would be that it has multiple social media sites as default like Facebook, linkedIn, Twitter but it does not have for example, YouTube. You can create YouTube as a custom field but it cannot be put in the same place as the other social media sites so it's detached. Adding video chat native would make this app unbeatable. Flowlu should serriously consider it. This are all minor improvements that should be easily achievable and these are not dislikes but rather a wishlist to take the app up another level to what already is a high level. Review collected by and hosted on G2.com.

Flowlu is one of the best business management platforms. We can manage many performances quickly like creating to-do lists, creating projects, managing CRM, managing teams, tracking finances, etc. Review collected by and hosted on G2.com.

There are no downsides to using it. It is a wonderful and straightforward tool. Review collected by and hosted on G2.com.

Flowlu is really hard to describe. Think about an all in one business management tool, that is aimed at small and medium businesses but ports over incredible enterprise level features that you would otherwise find in top level CRMs, top level PM tools and such. It's like they ran around and picked out the best features out of all the market favourites, and stuffed their tool with these. For instance, their CRM has a round robin feature for leads. I worked at an enterprise using Salesforce and they couldn't set that up. Absolutely nuts. It's also very utilitarian, and sometimes rigid in functionality, but paired with a paranoid security team I am ok with that. However as long as they will listen to customers it will keep improving. Review collected by and hosted on G2.com.

Some features can be a bit rigid, and the team could listen a bit more to the suggestions of their clients. But overall it's small things, not critical to business operations. More like, trying to explain to a drill sergeant to be more creative, that kinda up-slope suggestions XD Workflows can be set up in many different ways and with automations and a rock-solid API, but if you're missing a feature, like for instance I miss proposals, then it becomes problematic. Review collected by and hosted on G2.com.

Flowlu is the best tool for project and data management. This tool was very simple and easy to use. The CRM feature in this tool is quite amazing. It has some amazing feature which is helpful from the business point of view. We can easily complete and manage tasks on this software. Review collected by and hosted on G2.com.

Some features which are missing in this software are website development,email marketing, a client portal and recurring payments. They, should add some more features to this tool and improve its interface. Otherwise, it is a great tool to use. Review collected by and hosted on G2.com.