Flowlu vs SuiteDash: What is the Best CRM Platform

updated on 03 June 2022

Learn the difference between Flowlu and SuiteDash and what software is the best fit for your business. In this article, I will be comparing Flowlu and SuiteDash with their features, pricing, and software integrations.

Flowlu-SuiteDash
Flowlu-SuiteDash

What is Flowlu?

Flowlu is an all-in-one online collaboration solution for all business industries that allows you to create and manage all of your projects and tasks, as well as finance, lead generation, and customer management. Flowlu gives consumers a complete picture of what's going on in a company and allows them to track every aspect of it. It also allows them to stay current with news and trends, as well as network with other businesses or individuals.

 


Do you need a team to set up or manage your software?


 

Key Features Within Flowlu:.

Online CRM. The Flowlu CRM can manage the business prospects in your sales funnel, track new opportunities and generate leads. Integrate your telephony provider, such as Twilio or Zadarma, with Flowlu to call your clients right from their CRM card. Reduce errors and simplify your sales operations by automating repetitive tasks. You can view how many opportunities exist at each stage, filter them by date or budget, track their progress, and quickly determine their value. You can also create and manage professional invoices with Flowlu. After completing a webform, Flowlu captures leads and receives feedback from website visitors.

Multiple pipelines with distinct sales processes and scenarios can be created and managed. Create possibilities in CRM automatically and convert website visitors into leads with ease. You can add many types of custom fields to your opportunities or CRM accounts in Flowlu. Filter your opportunities and relationships by business-specific information. Automate and improve invoicing procedures while building great client relationships.

Project Management Solution. The Flowlu project board provides a detailed visual picture of project progress at each stage. Using project workflows, quickly establish similar projects with a preset sequence of actions. To save your coworkers from having to start over with the same projects, define phases, milestones, and a set of tasks. Learn how your project is progressing and how different tasks are moving through stages. Forecast project revenue, calculate costs and compare to real outcomes with ease. With a basic issue log, you can keep track of the project's general health and condition.

Task Management. To view what's already done and what requires your approval, you can filter tasks by project, priority, due date, or even assignee. Break down complex jobs into smaller, more manageable steps and assign them to teammates using subtasks. Improve your productivity and efficiency by measuring and analyzing the time spent on each task. Flowlu makes it simple to keep track of time spent on tasks and projects. Measure and analyze the time spent on each task to increase your productivity and time management efficiency.

Create task statuses that correspond to your business requirements. Create recurring tasks for chores or activities that must be repeated at regular times. Connect your mailbox to Flowlu and keep track of all your email correspondence in one location. You can also construct various workflow automatization to match your company size and requirements.

Collaboration Tools & Management. Instantly communicate with your team, solicit feedback, answer questions, share real-time updates and ideas, and keep everyone informed. Get feedback, answer questions, provide real-time updates and ideas, and keep everyone informed. Add emojis to swiftly give comments and invite new coworkers to the conversation by sharing vital files and photographs. Company feed allows you to keep everyone up to speed by discussing the latest news, brainstorming new ideas, and broadcasting announcements. In a project chat, you may easily share and discuss key project details and make choices.

Financial Management. Add notes to the records about corporate spending, payments, and transfers. To get a comprehensive view of your cash flow, categorize your expenses and receive payments into financial categories. To see all of your financial data in one location, categorize and link transactions to a bank account, Paypal, credit card, or even cash. Cash flow planning is essential for project implementation success. Add numerous enterprises to a single Flowlu account to receive a comprehensive insight into their financial performance.

Invoicing. Add your logo or personal message, change the layout, or apply a color scheme appropriate to your company to totally customizable templates. Flowlu will calculate taxes, discounts, and shipping charges for single-line items or invoice totals. Email bills to your clients directly or copy a link to share in a chat. Create and send invoices to customers automatically based on your settings and schedule. Accelerate payments and concentrate on what matters. Seamless Invoice integration with major online payment methods to allow customers to pay directly from your invoice. Receive notifications when a payment is made and automatically record payments to save time and effort for your staff.

Agile Project Management. Use the default agile process or develop your own to suit your team's needs. Concentrate on what your clients truly appreciate. They're all supported by Flowlu Software. Use subtasks and checklists to break down tasks into smaller, more manageable portions. With ease, track your sprint estimate burndown and visualize your progress over time. Always keep an eye on the project's progress and whether the tasks can be completed on time. A kanban board can help you visualize and optimize your process by providing full workflow visibility and identifying potential task delays. Use a time tracking Agile project management software to keep track of and estimate the time spent on the team's tasks and issues.

Knowledge Base Management. The Flowlu Knowledge Base software allows you to save and share this essential knowledge and experience with your team. Create a helpful and intelligent knowledge base that you can share with your customers as a support center. Your customers and users can access it from anywhere on the internet, independent of their device or software. To highlight the most popular articles in your knowledge base on the homepage, pin them. To improve the overall user experience, utilize an intuitive editor and add some individuality to your articles using tables, photographs, and videos, as well as tags and interlinking your articles. Customize your knowledge base with your logo, header pictures, and domain, and use metadata to optimize your information for search engines.

Mind Mapping Software. Create as many mind maps as you like, brainstorm and save ideas, turn them into projects, and expand your company size without boundaries. Send your visual notes to your teammates anywhere with ease by sharing a link. Use icons and markers to draw attention to essential issues, follow the progress of project goals, or create custom fields to store additional specialized information about your company. Allow your mind maps to express greater meaning and intuitively convey thoughts. Use the Flowlu online mind mapping software to discuss themes, describe modifications and additions made to your map by other users, and propose new ideas in real-time comments. 

Integrations. Flowlu offers supported integrations with Apps such as:

  • Google Drive. Project & Tasks Management.
  • Integrately. Allows you to search through over 250,000 fully functional integrations and activate them with just one click.
  • Flowlu open API Integration. Lead & Contact management.
  • Zendesk Support. From Zendesk tickets, create issues in the Agile Projects app.
  • Pabbly. Create automated workflows that automatically pass data between Flowlu and other 500+ apps.
  • SyncSpider. Create a variety of customized streamlined workflows to automate your daily tasks.
  • KonnectzIT. Connect Flowlu to hundreds of other apps to improve the efficiency of your tasks.
  • Calendly. All of your booked bookings can be managed directly from your Flowlu account.
  • Mailchimp. Flowlu and Mailchimp contacts can be exported and imported automatically.
  • Slack. Receive real-time notifications in Slack to keep your team updated whenever a task or opportunity is moved to a new stage or a new project is started.
  • Jira. Import existing issues from any Jira project to any Flowlu Agile project and migrate your data with ease.
  • JivoChat. Allows you to create new assignments, contacts, and opportunities based on your agents' conversations.
  • Paypal. Is a great way to get online payments from your customers.
  • Square. Every business can benefit from Square's online payments.
  • Stripe. The latest standard in online payments is Flowlu and Stripe.
  • Skrill. Using the Flowlu Skrill integration, you can get money from anyone, anywhere.
  • Gmail. Send emails and receive replies without leaving your Flowlu account.
  • Outlook. Sync your Outlook account and keep track of all of your emails in one location.
  • IMAP. Allows you to connect any email account and prevent bouncing between mailboxes.
  • Twilio. Automate your sales processes and get rid of the mundane.
  • Zadarma. Connect to your account to make calls, record all conversations automatically, and create new opportunities, tasks, and contacts.

Flowlu Help Center

You can contact their support via email at support@flowlu.com or visit their helpdesk website at https://www.flowlu.com/help/

They also have a Help Center self-service Portal at Help Center. Visit their website at https://www.flowlu.com/.

  


Hire a team to set up Flowlu or SuiteDash


  

What is SuiteDash?

SuiteDash is a fully integrated cloud-based platform that will entirely solve the software needs of most small to medium-sized organizations. It is more than just Client Portal Software. Unfortunately, many business owners have become irritated with software as a result of spending far too much time and money learning numerous systems and then trying to get those multiple systems to function together. SuiteDash solves this issue by merging the most often used business tools into a single application.

Key Features Within SuiteDash:

Customer Relationship Management. CRM allows you to manage, organize, and interact with contacts individually or in mass. You may modify each contact's information, and add them to Circles, Audiences, Notes, and more. You can also Impersonate a contact to see how they interacted with the platform. Each Company will require a primary contact when Company First is activated. This primary contact will be the Company's primary point of contact, and all permissions, access, email notifications, and other Company-related features will be attached to that primary contact's user/email address. You can change the primary contact at any time. The new primary contact will inherit all of the Company's permissions, access, and email notifications. As a result of that action, the new primary contact will be the Company's primary point of contact.

  • Deals. is a visual pipeline that allows you to track income prospects. It goes through stages till it is either Won or Lost at the end. The Deals feature allows you to explicitly design a sales process and manage key KPIs with ease.
  • Circle. The Clients and Prospects group permissions and assignment structure. Assigning resources such as Portal Pages and Files to numerous Clients/Prospects is significantly easier with Circles since you can allocate resources directly to a Circle, and any users within that Circle will have automatic access to those resources.
  • Event. A scheduled reminder to keep track of meetings, presentations, and other business-related events is a terrific way to stay organized. You can create an Event Generator to assign a set of sequenced Events to a Contact.

Project and Task Management. A project is made up of various Tasks and Phases. A Task Generator allows you to establish a Project framework with automatically created variables and settings. Task or Project templates are also useful for your business, especially if you specialize in multiple industries. When it comes to reporting project status with clients, various organizations have different demands, so it can be as informative as you want it to be. You can also allow Client participation in Project updates you give, allowing them to communicate with Staff members through comment messages.

Billing, Estimates & Invoicing. Set up your payment gateway so that your customers may pay you online. Stripe, Braintree, PayPal, and Authorize.net are all options. You may also create Invoices that are automatically uploaded to your Client's Dashboard for them to view and pay. Activate the Items, Taxes, and Discounts plugins. Set them in your preferred currency and modify them to your specifications. Invoice generators can also assist you in producing identical invoices for multiple clients. You can create invoices ahead of time and apply them to clients as needed. This is especially beneficial for companies who bill by tiers or packages rather than by individual items. Recurring Generators, Subscription Plans, Accumulating Generators, and Estimates are all available in SuiteDash.

Advanced File Transfer. You can upload any type or size of the file as long as it fits within the limitations of your account's space. Clients, prospects and any internal Role in the platform can all share files. PDFs, pictures, movies, and other types of files are all acceptable. All users have access to the Files menu item by default, and they can upload files. The logged-in user's Role determines which folders are visible and which actions are available. You may also specify constraints on which Roles can share files, as well as who receives email notifications when a Contact uploads a file.

Documents & eSigning. Is a written agreement such as a contract/agreement between you and the Contact. Instead of needing to print it, it may be seen and digitally signed inside the platform. Documents can now be created with either the Contact's signature or with both the Document and a Staff Member's signature. It can be assigned to a Contact directly during creation, or it can be applied to an Invoice, Estimate, or Project to generate the necessary data from those modules. You can also allow the user to sign the document without logging in, even before inviting a new Prospect or Client into the platform.

Embeddable Forms. Forms are used to collect information that will be used within the platform. The SuiteDash platform has three forms. The Kickoff Form is for potential Contacts who have not yet registered for the Portal, but it can also be used by existing Contacts to update their information or initiate new assignments. You'd usually put one on a page of your website or provide a link to it. The user completes the form, which automatically adds them to the Platform as a Contact. This form is used to change or update contact information. A General Form is a simple, multipurpose Form that does not save data to the database. It's intended for you to gather and view information. As a result, they can be utilized for almost anything. This type of Form can be used both internally and externally, however, the results are stored within the platform for your convenience.

Email Campaigns & Drip Marketing. From within the platform, you can design, manage, and schedule newsletters, nurturing campaigns, or any other type of email delivered to your contacts. An Email Campaign is a structured email that you create and distribute to certain subscribers or users on your platform. You may make your email campaigns as simple or as sophisticated as you like. They can be sent immediately or after a specified period has passed. Drip Sequences are communications that are sent to a Contact automatically after they join your Audience. You can set up a sequence of emails to send out in a cycle. Drip Sequences aid in the automation of marketing campaigns and the management of one-on-one communication with recipients.

LMS (Learning Management System). Is a set of tools for delivering educational courses, training programs, and other forms of learning content. Contacts and staff members can both use it. You can make a Participant the Owner of a Product by granting it to them. A Course or a selection of Courses may be available within this Product. Each Course has a Module or collection of Modules that the Participant can open and read through. Participants will not be able to purchase products unless they are Active. Until then, you can design and personalize the Product to provide your participants with exactly the experience you want.

Calendar Management. This gives you an overview of your upcoming Appointments, Events, and Tasks. You may also use the Calendar to plan, reschedule, or cancel appointments and check the status of your appointments.

Software for Client Portals. A Portal Page is a page that may be established, filled with data and resources (pictures, relevant links, and so on), and allocated to Contacts and/or Staff Members. Portal Pages can be used to distribute information, and display announcements, movies, and charts, among other things. Portal Pages are accessible to any User who has been allocated to them, whether by Role, Circle, or individually. The Portal Page will appear the same to all users, except that any Dynamic Data Placeholders utilized will generate unique, individualized information.

White Labeling & Branding. You may completely personalize your platform from the Custom URL and Login Page to sophisticated Custom CSS or JS. You can modify the logo or choose one of the platform preset themes in Platform Branding and customize the Registration Page and the overall design of your dashboard. Set up the email sending method via Default Sending Method, SMTP, Domain Verified Sending, Gmail/Google Workspace, or Microsoft, modify the email logo and colors, and add connections to your brand's social network accounts in the Footer area with Email Branding.

Software Integrations.

  • WordPress Plugin. Allows you to add a customized log-in function on your WordPress site to the SuiteDash portal and it's free. 
  • QuickBooks. A one-way sync from your SuiteDash platform to QuickBooks Online. Invoices, Estimates Items, Contacts, etc., that are created in SuiteDash will be replicated to your QuickBooks account once synced.
  • Zapier. Set Actions & Triggers that can link SuiteDash with hundreds of other top-quality web applications.
  • Google Calendar. Sync your Google calendar to SuiteDash so that all Tasks, Events, and Appointments will appear there.
  • Twilio. Connect your Twilio account to the SuiteDash platform to send SMS to your contacts.
  • Zoom. This allows you to be able to create or schedule Zoom meetings for your events or appointments.
  • Google reCAPTCHA v2 & hCaptcha. Connect one of these anti-bot tools and add it to your Forms (Kickoff, Update, and General) to prevent bots from submitting the forms.
  • SendGrid. As an add-on for the SuiteDash Email Marketing function, create and configure a dedicated IP address for delivering your emails, with a basic allowance of 10,000 email sends per month. It is the best in the business when it comes to bulk email distribution that ensures your clients receive any Marketing emails you send.

Automations. Triggers or Actions are pre-programmed automation that can be used across the Platform. You can link Actions together to build a fully automated sequence of commands. CRM, Projects, Billing, FLOWs, Forms, LMS, and Company Settings all have actions available right now. Actions are triggered commands that you can set to run in response to specific platform events (signing a Contract, paying an Invoice, etc.). They can be chained and are available in most parts of the platform, making them an extremely effective and time-saving utility.

SuiteDash Support

Contact SuiteDash via their support email address at helpdesk@suitedash.com. They have Help Documentation to start with your journey on the platform. You can also learn more about the platform with their:

 Visit their website at https://suitedash.com/.

Price Comparison

Flowlu pricing plans can be billed monthly or annually for any team, business, professional, or enterprise. They also offer Free Subscription and a 14-day free trial where you have the access to unlimited projects & tasks, unlimited contacts, CRM automation, invoicing & online payment, expense tracking, etc.

Flowlu Pricing
Flowlu Pricing

SuiteDash offers a 14-day trial with Free Full Features, they also have one price per month, yearly, or a lifetime, not per user that can be upgraded or downgraded at any time.

SuiteDash Pricing
SuiteDash Pricing

Conclusion

Using client portal software has various advantages. For starters, it will lower your business costs, increase income, and keep your customers and employees satisfied. You'll almost certainly have a more engaging client experience if you use a client management business solution. The main goal of developing and utilizing a company knowledge base is to save time and effort when dealing with typical challenges like employee training and onboarding.

SuiteDash includes all of the most popular and useful features of All-in-One Business Software. It will not only entirely handle your client management, project management, and client invoicing issues, but it will also include several other useful features such as White Label and security that can be utilized for a variety of other purposes. SuiteDash is a client management software that also has several unique features at reasonable pricing. You can take advantage of a free trial to see if it is right for you. You can intelligently purchase an appropriate plan if its features prove valuable for the expansion of your firm.

Using Flowlu to manage your tasks gives you a better understanding of your team's work and current progress. You'll be able to take team task management to new heights, decrease busywork, and boost productivity. It is most convenient to administer your knowledge base on your corporate portal if your firm currently uses business management software like Flowlu. The experience with Flowlu is it offers a visually appealing and simple-to-use interface that helps you to manage contacts throughout the sales process.

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