Optimize your operations with Flowlu’s AI tools—automate reporting, task forecasting, CRM insights, meeting transcription, and smart workflows. Get predictive analytics, content suggestions, and real-time updates—all with no coding
Product Category
Work Management and CRM
Product Subcategory
AI Functions
Automation rules that route work from emails and events, create tasks, schedule activities, and update records
Optional AI chatbots through connected services to answer FAQs, capture leads, and escalate to the team
AI powered enrichment and summarization available in flows by connecting external AI tools
Triggered webhooks and integrations that let AI services classify, extract, and write back data to Flowlu
Product Core Functions
Flowlu brings CRM, project management, finance, knowledge base, and collaboration into one workspace so small teams can run client work and internal operations without stitching many tools. CRM tracks contacts, organizations, opportunities, emails, and activities with visual sales pipelines and automation. Estimates convert to invoices, online payments are supported, and the client portal centralizes invoices, estimates, project updates, files, and messaging.
Projects offer Kanban, Gantt, lists, budgets, time tracking, and task dependencies. Workflows and automation rules turn routine steps into reliable sequences such as assigning tasks on stage change, sending notifications from shared mailboxes, or updating fields when forms are submitted.
A built in knowledge base supports internal guides and external help centers, while mind maps capture ideas and turn them into tasks or projects. Mobile apps keep approvals and quick updates moving. Integrations connect Flowlu to hundreds of services through no code hubs, plus webhooks and API based connectors for custom needs.
Teams use one sign on to move from selling to delivery to billing, with comments and attachments stored on each record. Admins manage permissions and audit trails so the right people see the right data. The result is a single system to win work, deliver it, and get paid, with automation and optional AI add ons reducing manual effort across the day.
Key Features
CRM with email capture, pipelines, tasks, estimates, and invoicing
Projects with Gantt, Kanban, budgets, and time tracking
Client portal for invoices, estimates, updates, files, and chat
Workflow automation across CRM, tasks, and email
Knowledge base for internal and external articles
Mind maps for planning and brainstorming
Mobile apps and granular permissions
Integrations via Zapier, Make, Pabbly, Albato, webhooks, and more
Ease Of Use
Setup — Easy for an owner or ops lead: Start from templates or import a spreadsheet, connect email and payments, invite teammates, and publish your client portal. Same day launch is realistic.
Daily use — Easy for managers and staff: Check the dashboard, move deals and tasks, send estimates and invoices, reply in context, and approve time and expenses from one place.
Collaboration — Easy to moderate for cross functional teams: Role based invites, comments on records, client portal access, and knowledge articles keep handoffs clear with a short walkthrough per role.
Integrations — Moderate for an operator: Connect no code hubs to sync CRM, calendar, accounting, or forms. Map fields and run a test flow and a couple of hours and you are operational.
Admin — Light to moderate for an owner or advisor: Maintain permissions, automation rules, templates, and portal branding. Ongoing upkeep stays light once core apps and flows are set.
Use Cases
Agencies and professional services delivering client projects with estimates and invoices
SMB sales and operations teams replacing spreadsheets with CRM, projects, and automation
Customer service and onboarding teams that need a client portal and knowledge base
Founders and operations managers who want all in one work management with light integrations