Agiled vs Flowlu: Complete Comparison (2026)
- Quick comparison (TLDR)
- CRM and sales pipeline
- Project management
- Invoicing and financial management
- Proposals, contracts, and documents
- Client portal and communication
- Automation and workflows
- Scheduling and appointments
- HR and team management
- Pricing comparison
- What real users say
- Agiled vs Flowlu: full feature comparison
- When to choose Flowlu over Agiled
- When to choose Agiled over Flowlu
- How to switch from Flowlu to Agiled
- Final verdict
- Frequently Asked Questions
Agiled and Flowlu are both all-in-one business management platforms that combine CRM, project management, invoicing, and client portals. Both aim to replace the scattered tool stack that small businesses and agencies cobble together. But the experience of using each day-to-day is very different.
Flowlu has been around since 2016 and offers a feature-dense platform with CRM pipelines, Kanban boards, Gantt charts, invoicing, a knowledge base, and a client portal. It switched to seat-based pricing in September 2025 with plans starting at $6.75/user/month annually. The free plan covers 2 users but caps at 100 contacts and 100MB storage. Key features like the client portal, automation, and billable time tracking are locked behind the Advanced plan ($12.75+/user/month). Users consistently report a cluttered interface, weak mobile apps, and poor customer support.
Agiled launched in 2020 and delivers the same all-in-one scope — CRM, projects, invoicing, proposals, contracts, client portals, and scheduling — with a cleaner interface, stronger automation, and AI-powered features that Flowlu does not offer. Agiled includes HR and payroll on paid plans, drag-and-drop proposal and contract builders, and a fully branded client portal. The free plan covers 1 user with unlimited contacts and projects.
This comparison breaks down every major feature category so you can see exactly where each platform leads, where it falls short, and which fits your business.
Quick comparison (TLDR)
Flowlu is a feature-dense all-in-one platform that covers CRM, project management, invoicing, knowledge bases, and client portals. It has been on the market since 2016 and offers a free plan for up to 2 users. The platform's strength is breadth — it touches nearly every business function. But breadth comes at a cost: the free and Essential plans are heavily restricted (no client portal, no automation, no billable hours), the interface is cluttered, the mobile app scores 3.5/5 on Google Play, customer support has a 3.3/5 rating on Trustpilot, and key promised features like contracts have been "coming soon" for over two years. Automation with a visual workflow builder exists on the Advanced plan ($12.75+/user/month) but is capped at 50 automations and 100 rules.
Agiled covers the same breadth with a more polished execution. CRM, projects, invoicing, proposals, contracts, scheduling, client portals, HR, and payroll are all included. The interface follows a clean, high-signal design with clear spatial zoning. Automation uses a visual builder with triggers, conditions, and actions. AI agents can draft proposals, emails, and reports. The client portal is fully fully branded with custom domain support. Agiled holds a 4.7/5 on G2 with 385+ reviews and a 9.8/10 on TrustRadius.
The bottom line: Flowlu offers broad functionality at a low per-seat price, but the experience is rough — cluttered UI, weak mobile apps, poor support, and basic automation. Agiled delivers the same breadth with a cleaner interface, stronger automation, AI features, and better support. For teams that need an all-in-one platform they can actually enjoy using, Agiled is the better choice.
Key differences at a glance
- Interface quality: Agiled uses clean spatial zoning with a high-signal, low-noise design. Flowlu packs modules into a dense layout that users describe as cluttered and overwhelming.
- Customer support: Agiled provides responsive support across all plans. Flowlu has a 3.3/5 on Trustpilot, with multiple users reporting unanswered tickets for months and near-non-existent support.
- Proposals and contracts: Agiled includes a drag-and-drop proposal and contract builder with e-signatures and reusable templates. Flowlu has been promising a contracts feature for 2+ years — it remains "coming soon."
- AI features: Agiled offers AI agents that draft proposals, emails, and reports with business context. Flowlu has no AI capabilities.
- HR and payroll: Agiled includes employee management, attendance tracking, leave management, and payroll on paid plans. Flowlu has no HR or payroll features.
- Automation: Agiled has a visual workflow builder with triggers, conditions, and branching actions on all paid plans. Flowlu has a workflow builder on Advanced+ ($12.75+/user/month) but caps it at 50 automations and 100 rules. The Free and Essential plans have zero automation.
- Client portal availability: Agiled includes a client portal on all plans. Flowlu's client portal is only available on Advanced+ plans, with 10 guest users on Advanced and 500 on Ultimate.
- Mobile experience: Agiled offers a responsive web experience optimized for mobile. Flowlu's Android app scores 3.5/5 on Google Play with complaints about performance.
- Brand customization: Both offer client portal branding with custom domains on higher plans. Agiled extends brand customization to proposals, contracts, invoices, and the full portal experience. Flowlu's full brand customization with custom domain and email is Ultimate-only.
CRM and sales pipeline
Your CRM is where every client relationship starts. When leads come in, how quickly can you track, qualify, and move them through your pipeline?
Flowlu
Multiple pipelines with basic automation. Flowlu gives you visual CRM pipelines with drag-and-drop deal cards. You can create multiple pipelines for different sales processes, add custom fields, and track deal values. The CRM connects to projects and invoicing, so won deals can flow into delivery. Automation triggers on stage changes to send emails, create tasks, or update fields.
The limitations show up in day-to-day use. The CRM interface is packed with information, making it harder to focus on what matters. Email sync exists but users report delays of 1-2 hours on email updates. The pipeline views lack the polish and responsiveness of modern CRM tools. There is no built-in email marketing beyond basic templates.
- Visual deal pipelines with drag-and-drop
- Multiple pipelines for different processes
- Custom fields and contact profiles
- Activity timeline per contact
- Email sync (with reported delays)
- Basic automation on stage changes
- Connected to projects and invoicing
Agiled
Clean pipelines with deeper automation. Agiled's CRM gives you visual deal pipelines with the same drag-and-drop management, but in a cleaner interface that surfaces key information without clutter. Custom fields, activity timelines, contact profiles, and deal tracking all work together. The difference is in how information is presented — clear spatial zoning means you see what matters without visual noise.
Automation goes further. The visual workflow builder triggers on deal stage changes, contact updates, form submissions, and more. You can set conditions, branch logic, and chain multiple actions. When a deal closes, you can automatically create a project, send a welcome email, generate an invoice, and assign tasks — all in one workflow. AI agents can draft follow-up emails and proposals using deal context.
- Visual deal pipelines with drag-and-drop
- Multiple pipelines for different processes
- Custom fields and contact profiles
- Activity timeline with full history
- Email integration without delays
- Visual workflow builder with branching logic
- AI-assisted email drafts and follow-ups
- Connected to projects, invoicing, proposals, and contracts
Project management
Once a deal closes, the real work starts. Can your platform handle complex projects with dependencies, milestones, and team assignments — or just flat task lists?
Flowlu
Solid project management with task dependencies and Gantt charts. This is one of Flowlu's strongest areas. You get Kanban boards, Gantt charts, task lists, and agile boards. Task dependencies, milestones, and subtasks are all supported. Project templates let you replicate workflows. Time tracking is built in and connects to invoicing. The knowledge base integrates with projects for documentation.
The downsides are the interface density — managing many tasks across projects means navigating a lot of visual noise — and the mobile experience, which lags significantly behind the web version. Project automation is limited to stage-change triggers rather than complex multi-step workflows.
- Kanban boards and Gantt charts
- Task dependencies and subtasks
- Milestones and project stages
- Project templates
- Agile boards and issue tracking
- Time tracking per task
- Knowledge base integration
- Mind maps for planning
Agiled
Visual project management with stronger automation. Agiled delivers Kanban boards, Gantt charts, task lists, milestones, and task dependencies. You can create project templates that replicate your entire workflow when a new client signs. Time tracking is built in and flows directly into invoices.
Where Agiled pulls ahead is in the connected workflow. When a proposal is signed, a project can be automatically created with tasks already assigned. The visual workflow builder can trigger task creation, assignment changes, and notifications based on project events. Public Gantt charts and Kanban boards let clients see progress without giving them full platform access. The interface stays clean even with complex multi-project workloads.
- Kanban boards and Gantt charts
- Task dependencies and subtasks
- Milestones and project stages
- Project templates with auto-creation from proposals
- Time tracking with one-click invoicing
- Public Gantt charts and Kanban boards
- Visual workflow automation for project events
- File management per project and task
Invoicing and financial management
Getting paid on time matters more than any single feature. How well does each platform handle the full billing cycle — from estimates to invoices to payments to expense tracking?
Flowlu
Functional invoicing with payment gateway support. Flowlu lets you create branded invoices, connect Stripe and PayPal, send recurring invoices, and track payments. Estimates can be converted to invoices. Multi-currency support is available. Expense tracking and basic financial reporting are included. The invoice builder uses templates rather than a visual drag-and-drop editor.
Users report concerns about financial data accuracy — column sum discrepancies have been flagged in reviews, which is problematic for a tool handling billing. The invoicing interface is functional but dated compared to modern alternatives.
- Branded invoice templates
- Stripe and PayPal integration
- Recurring invoices
- Estimate to invoice conversion
- Multi-currency support
- Expense tracking
- Basic financial reporting
- Time-to-invoice conversion
Agiled
Complete financial suite with professional invoicing. Agiled's invoicing goes beyond templates. You get a professional invoice builder, online payment processing through Stripe and PayPal, recurring billing, expense tracking, and credit notes. Estimates convert to invoices with one click. Time tracked on projects flows directly into line items.
The financial management extends to include expense categorization, profit and loss reporting, and tax management. For agencies and service businesses, this means you can see project profitability alongside billing — not just track invoices. The interface presents financial data clearly, making it easy to see outstanding amounts, overdue invoices, and cash flow at a glance.
- Professional invoice builder
- Stripe and PayPal integration
- Recurring invoices and subscriptions
- Estimate to invoice conversion
- Multi-currency support
- Expense tracking and categorization
- Credit notes
- Time-to-invoice with one click
- Tax management
- Profit and loss reporting
Proposals, contracts, and documents
The first document a client sees sets the tone for the relationship. Can you create professional proposals and legally binding contracts without leaving the platform?
Flowlu
No contract builder — still "coming soon" after 2+ years. This is one of Flowlu's most notable gaps. Despite being on the roadmap for over two years, the contracts feature has not shipped. Users who need contracts must use external tools like DocuSign, PandaDoc, or manual PDFs. Flowlu does have a document builder for general content, but it is not designed for proposals with pricing tables or contracts with e-signatures.
For proposals specifically, Flowlu does not offer a dedicated proposal builder with interactive pricing, package selection, or e-signature workflows. You can create quotes and estimates within the invoicing module, but these lack the presentation quality that wins clients.
- No contract builder (promised but not shipped)
- No dedicated proposal builder
- Basic quote/estimate creation within invoicing
- Document builder for general content
- No e-signature capability
- No interactive pricing tables
Agiled
Drag-and-drop proposals and contracts with e-signatures. Agiled includes a full proposal and contract builder with drag-and-drop editing, reusable templates, and legally binding e-signatures. You can create proposals with professional layouts, interactive pricing, and cover pages. Contracts include signature fields, custom clauses, and template libraries.
When a client signs a proposal, Agiled can automatically create a project, generate an invoice, and start your onboarding workflow. AI agents can draft proposals and contracts based on your past work and client context. The entire flow — from proposal to signed contract to active project — stays in one platform.
- Drag-and-drop proposal builder
- Interactive pricing and packages
- E-signature with audit trail
- Contract builder with template library
- Auto-convert proposals to projects
- AI-assisted proposal drafting
- Reusable content blocks and templates
- View tracking for proposals
Client portal and communication
Your clients should not have to email you for every status update. A proper client portal reduces back-and-forth and makes your business look professional.
Flowlu
Client portal on Advanced+ plans only. Flowlu offers a client portal — but it is not available on the Free or Essential plans. You must be on Advanced ($12.75+/user/month) to access it at all. On Advanced, the portal supports 10 guest users and 100 external collaborators. Ultimate raises those to 500 guest users.
The portal lets you share project updates, documents, invoices, and estimates. Custom branding (logo, colors) is available on Advanced. Full brand customization with custom domain and custom email is Ultimate-only (custom pricing). Clients can track project progress, access an external knowledge base, and make payments. Built-in chat and comments enable communication.
The portal works, but the same interface density that affects the main platform carries over. Clients navigate the same packed layout. For teams on Essential who want a client portal, the only option is upgrading to Advanced — which doubles the per-user cost.
- Available on Advanced+ plans only
- 10 guest users on Advanced, 500 on Ultimate
- Project progress tracking
- Document and file sharing
- Invoice and payment access
- Custom branding on Advanced (logo, colors)
- Full fully branded with custom domain on Ultimate only
- Knowledge base integration (external wiki)
- Built-in chat and comments
- Role-based access controls
Agiled
Fully branded portal that looks like your own platform. Agiled's client portal is fully fully branded. Clients log in to a space branded with your company's identity — your logo, your colors, your domain. They see project progress, approve deliverables, access documents, view invoices, make payments, and communicate with your team. The portal presents information cleanly, with only what the client needs to see.
The key difference is the depth of brand customization. Proposals, contracts, invoices, and the portal itself all carry your brand. Clients never see "Powered by Agiled." You control permissions at a granular level — deciding exactly what each client can view and do. For agencies that position themselves as premium, this matters.
- Full fully branded branding
- Custom domain support
- Project progress and task visibility
- Document sharing and approval workflows
- Invoice and payment access
- Built-in messaging
- Granular permission controls
- Proposals and contracts within portal
Automation and workflows
Repetitive tasks drain time. The question is whether your automation can handle complex workflows with branching logic — or just trigger one action when a status changes.
Flowlu
Workflow automation on Advanced+ plans only. Flowlu offers a visual workflow builder for automating sales pipelines, tasks, projects, invoicing, and agile workflows — but only on the Advanced plan ($12.75+/user/month) and above. The Free and Essential plans have zero automation capabilities.
On Advanced, you get 3 business processes, 50 automations, and 100 automation rules. Ultimate raises those to 10 business processes, 100 automations, and 300 rules. Actions include sending emails and Slack messages, creating tasks, updating fields, posting comments, and firing webhooks.
The limitations are the caps and plan gating. If your team is on the Essential plan for CRM and projects, you cannot automate anything without upgrading. Even on Advanced, 50 automations can run out quickly for agencies managing multiple client onboarding flows. There is no AI integration in the automation system.
- Visual workflow builder (Advanced+ only)
- Pipeline, task, project, and invoice automation
- Send emails, Slack messages, create tasks
- Update fields and statuses
- Webhook support
- Capped at 50 automations / 100 rules (Advanced)
- No automation on Free or Essential plans
- No AI integration
Agiled
Visual workflow builder with triggers, conditions, and branching. Agiled's automation uses a visual builder where you can see the entire workflow mapped out. Triggers go beyond stage changes — form submissions, payment received, deadline approaching, task completion, and custom events can all start a workflow. Conditions let you branch based on data (if deal value > $5,000, assign to senior team; otherwise, assign to standard team). Actions chain together with delays, and you can span CRM, projects, invoicing, and email in a single workflow.
For client onboarding, this means: client signs proposal → project created → welcome email sent → onboarding tasks assigned → first invoice scheduled — all automatically. AI agents can participate in workflows too, drafting documents or suggesting next actions.
- Visual drag-and-drop workflow builder
- Multiple trigger types (stage change, form, payment, deadline, task)
- Conditional branching with if/then logic
- Time-based delays between actions
- Cross-module automation (CRM + projects + invoicing + email)
- AI agent integration
- Webhook support
- Workflow templates
Scheduling and appointments
Back-and-forth emails to schedule a meeting cost time on both sides. Built-in scheduling eliminates that friction.
Flowlu
No native scheduling. Flowlu does not include a booking or scheduling feature. You need to connect a third-party tool like Calendly or Acuity Scheduling to handle appointment booking. This means another subscription, another login, and another integration to maintain.
- No built-in scheduling
- Requires third-party tools (Calendly, Acuity, etc.)
- Calendar sync available for Google and Outlook
Agiled
Built-in scheduling with booking pages. Agiled includes appointment scheduling with customizable booking pages. Clients pick a time based on your availability rules. Buffer times prevent back-to-back meetings. Calendar sync with Google and Outlook keeps everything aligned. Booking confirmations and reminders go out automatically. Paid appointments can collect payment at booking through Stripe or PayPal.
- Customizable booking pages
- Availability rules and buffer times
- Google and Outlook calendar sync
- Automated confirmations and reminders
- Paid appointments with Stripe/PayPal
- Multiple meeting types
- Branded booking experience
HR and team management
When your team grows beyond you, you need employee management, attendance tracking, and payroll. Can your business platform handle that — or do you need yet another tool?
Flowlu
Basic HR on Advanced+ plans, no payroll. Flowlu offers some HR features starting on the Advanced plan: an org chart, time off management, and team schedules. On Ultimate, you get an enterprise HR suite with larger team group support. However, there is no payroll processing, no attendance tracking (clock-in/out), and no leave approval workflows. The HR features are basic organizational tools rather than a full HRIS solution.
- Org chart (Advanced+)
- Time off management (Advanced+)
- Team schedules (Advanced+)
- No payroll processing
- No attendance tracking (clock-in/out)
- No leave approval workflows
- Not available on Free or Essential plans
Agiled
HR suite built into the platform. Agiled includes employee management with attendance tracking, leave management, and payroll on paid plans. You can manage your team's information, track working hours, approve leave requests, and run payroll — all within the same platform where you manage clients and projects. This eliminates the need for a separate HRIS tool for small and growing teams.
- Employee profiles and management
- Attendance tracking
- Leave request and approval
- Payroll processing
- Team roles and permissions
- Workload visibility
Pricing comparison
Both platforms offer free plans and paid tiers. Here is how they compare.
Flowlu pricing
Flowlu switched to seat-based pricing in September 2025. Annual billing saves 25%:
| Plan | Monthly (per user) | Annual (per user) | Max Users | Key Limitations |
|---|---|---|---|---|
| Free | $0 | $0 | 2 | 100 contacts, 100MB, 1 pipeline, no automation, no portal |
| Essential | $9 | $6.75 | 20 | No automation, no client portal, no billable hours |
| Advanced | $17 | $12.75 | 40 | 50 automations cap, 10 portal guests, basic fully branded |
| Ultimate | Custom | Custom | Unlimited | Full features, 500 portal guests, custom domain |
Agiled pricing
Agiled uses flat-rate pricing with included users:
| Plan | Monthly | Annual | Users Included |
|---|---|---|---|
| Basic (Free) | $0 | $0 | 1 |
| Pro | $30/mo | Discounted | 3 |
| Premium | $59/mo | Discounted | 7 |
| Business | $99/mo | Discounted | 15 |
| Enterprise | Custom | Custom | Custom |
Cost analysis
For a team of 5 users:
- Flowlu Essential: $33.75-45/month (5 × $6.75-9) — but no automation, no client portal, no billable hours
- Flowlu Advanced: $63.75-85/month (5 × $12.75-17) — to get automation and portal
- Agiled Premium: $59/month (includes 7 users) — full features including portal, automation, contracts, HR
For a team of 10 users:
- Flowlu Advanced: $127.50-170/month (10 × $12.75-17) — to get meaningful features
- Agiled Business: $99/month (includes 15 users) — full features
The real comparison is not Flowlu Essential vs Agiled — because Essential lacks automation, client portals, and billable hours. To get comparable features, you need Flowlu Advanced, where Agiled's flat-rate pricing wins clearly. You also get proposals, contracts, payroll, scheduling, and AI features that Flowlu does not include at any price.
What real users say
Flowlu user feedback
Flowlu holds a 4.7/5 on G2 (198 reviews) and 8.6/10 on TrustRadius — but a 3.3/5 on Trustpilot (241 reviews), which tells a more complete story.
Common complaints from Flowlu users:
- Support is almost non-existent. Multiple users report 3+ unanswered support tickets over months. When support does respond, the delay is typically 24+ hours. Users on Trustpilot describe "non-existent customer service."
- Accounts deleted without warning. Users report losing their data because Flowlu deleted inactive accounts without the promised reminder emails.
- Email delays of 1-2 hours even on packages that promise 5-minute updates.
- Financial data accuracy concerns. Column sums that do not match reported values raise questions about report reliability for a billing tool.
- Contracts promised for 2+ years, never delivered. A core document workflow feature remains on the roadmap without a ship date.
- Mobile app underperforms. The Android app scores 3.5/5 on Google Play. Users report the mobile experience lags far behind the web version.
Agiled user feedback
Agiled holds a 4.7/5 on G2 (385+ reviews) and 9.8/10 on TrustRadius. 91% of users recommend it.
What Agiled users praise:
- Clean, intuitive interface that surfaces key information without clutter.
- All-in-one without compromise — CRM, projects, invoicing, proposals, contracts, scheduling, and HR in one platform.
- Responsive support that resolves issues quickly.
- AI features that save time on repetitive document creation.
- Quick onboarding — the setup process is straightforward with minimal mandatory steps.
Agiled vs Flowlu: full feature comparison
| Feature | Agiled | Flowlu |
|---|---|---|
| CRM | Visual pipelines, custom fields, activity timelines | Visual pipelines, custom fields, activity timelines |
| Project management | Kanban, Gantt, milestones, dependencies | Kanban, Gantt, milestones, dependencies |
| Time tracking | Built-in with one-click invoicing | Built-in with invoicing connection |
| Invoicing | Professional builder, Stripe, PayPal, recurring | Template-based, Stripe, PayPal, recurring |
| Estimates | Yes, converts to invoices | Yes, converts to invoices |
| Proposals | Drag-and-drop builder with e-sign | No dedicated proposal builder |
| Contracts | Builder with e-signatures and templates | Not available (coming soon for 2+ years) |
| E-signatures | Built-in with audit trail | Not available |
| Client portal | Fully fully branded with custom domain (all plans) | Advanced+ only (10 guests), full fully branded on Ultimate only |
| Scheduling | Built-in booking pages with payments | Not available (requires third-party) |
| HR & payroll | Employee management, attendance, leave, payroll | Basic HR on Advanced+ (org chart, time off), no payroll |
| AI features | AI agents for proposals, emails, reports | Not available |
| Automation | Visual builder with branching logic (all paid plans) | Visual builder on Advanced+ only (capped at 50 automations) |
| Knowledge base | Not built-in | Built-in with project integration |
| Mind maps | Not built-in | Built-in |
| Email marketing | Not built-in | Basic email marketing |
| Agile/issue tracking | Not built-in | Built-in |
| Custom domain | Yes | Yes |
| Mobile apps | Responsive web | iOS 4.3/5, Android 3.5/5 |
| Free plan | 1 user, unlimited contacts/projects | 2 users, 100 contacts, 100MB, 1 pipeline |
| Support quality | Responsive (4.7/5 G2) | Poor (3.3/5 Trustpilot) |
| G2 rating | 4.7/5 (385+ reviews) | 4.7/5 (198 reviews) |
| Starting price | Free / $30/mo (3 users) | Free / $6.75/user/mo (annual) |
When to choose Flowlu over Agiled
Flowlu may be the better choice if:
- You need a knowledge base integrated with projects. Flowlu's built-in wiki and knowledge base connects directly to projects. Agiled does not include a native knowledge base.
- You need agile issue tracking. Flowlu includes agile boards and issue tracking for development teams. Agiled focuses on project management for service businesses rather than software development workflows.
- You need mind maps for planning. Flowlu's built-in mind maps are useful for brainstorming and planning. This is a unique feature most all-in-one platforms lack.
- You need email marketing built in. Flowlu includes basic email marketing capabilities. Agiled does not have native email marketing.
- You are a 2-person team that only needs CRM and projects. Flowlu's free plan supports 2 users, which covers a small team's basic needs without any cost.
When to choose Agiled over Flowlu
Agiled is the better choice if:
- You need proposals and contracts. Agiled includes a drag-and-drop builder for both, with e-signatures and audit trails. Flowlu has not shipped contracts after 2+ years of promises.
- You need automation on lower plans. Agiled includes automation on all paid plans. Flowlu requires the Advanced plan ($12.75+/user/month) for any automation at all, and caps it at 50 automations.
- You need scheduling built in. Agiled includes booking pages with payment collection. Flowlu requires a third-party scheduling tool.
- You need HR and payroll. Agiled includes employee management, attendance tracking, leave management, and payroll. Flowlu has basic HR (org chart, time off, schedules) on Advanced+ but no payroll, no attendance clock-in/out, and no leave approval workflows.
- You need AI-powered features. Agiled's AI agents draft proposals, emails, and reports. Flowlu has no AI capabilities.
- You value customer support. Agiled has responsive support with a 4.7/5 G2 rating. Flowlu's support has a 3.3/5 Trustpilot rating with reports of months-long unanswered tickets.
- You are growing beyond 5 users. Agiled's flat-rate pricing becomes more cost-effective than Flowlu's per-seat model as teams scale.
How to switch from Flowlu to Agiled
Switching from Flowlu to Agiled keeps your client data and workflows intact.
Step 1: Export your Flowlu data. Download contacts, projects, and invoices as CSV files from Flowlu's export tools.
Step 2: Import into Agiled. Upload your CSVs into Agiled. The import tools map Flowlu fields like Contact Name, Email, Deal Value, and Project Status to Agiled's corresponding fields.
Step 3: Set up your workflows. Recreate your sales pipelines and project templates in Agiled. Take advantage of the visual workflow builder to add automation that Flowlu's stage-change triggers could not handle.
Step 4: Configure your client portal. Set up your custom domain, branding, and client permissions. Invite clients to their new portal where they can see projects, invoices, and documents.
Step 5: Create your proposals and contracts. Use Agiled's drag-and-drop builder to create reusable proposal and contract templates — the feature Flowlu never shipped.
Final verdict
Agiled and Flowlu both aim to be the one platform that runs your entire business. Both include CRM, project management, invoicing, and client portals. On paper, the feature lists overlap significantly.
In practice, the experience is different. Flowlu has been around longer and has unique features like a knowledge base, mind maps, and agile boards. But it also carries significant baggage: a cluttered interface, poor customer support (3.3/5 on Trustpilot), missing promised features (contracts, 2+ years delayed), weak mobile apps (3.5/5 on Android), email sync delays, and automation limited to linear stage-change triggers.
Agiled delivers a cleaner, more polished experience with features Flowlu simply does not offer: drag-and-drop proposals and contracts with e-signatures, a visual workflow builder with branching logic, built-in scheduling with payments, HR and payroll, and AI agents that draft documents and emails. The interface is designed for focus, not density. Support is responsive. The pricing model favors growing teams.
If you need a knowledge base, mind maps, or agile issue tracking, Flowlu has those built in. If you need proposals, contracts, scheduling, HR, AI, strong automation, and reliable support — Agiled is the clear choice.
Frequently Asked Questions
Is Agiled better than Flowlu?
Agiled and Flowlu both offer CRM, project management, invoicing, and client portals. Agiled provides additional features that Flowlu lacks — proposals, contracts with e-signatures, built-in scheduling, HR and payroll, AI agents, and a visual automation builder with branching logic. Agiled also has stronger customer support (4.7/5 on G2 vs Flowlu's 3.3/5 on Trustpilot) and a cleaner interface. For most service businesses and agencies, Agiled is the better choice.
Does Flowlu have contracts and e-signatures?
No. Flowlu has had a contracts feature on its roadmap for over two years, but it has not been released. There is no built-in e-signature capability. Users who need contracts must use external tools like DocuSign or PandaDoc. Agiled includes a full contract builder with legally binding e-signatures, audit trails, and reusable templates.
How much does Flowlu cost compared to Agiled?
Flowlu uses seat-based pricing: free for 2 users (100 contacts), $6.75-9/user/month for Essential (no automation or portal), and $12.75-17/user/month for Advanced (automation and portal included). Agiled uses flat-rate pricing: free for 1 user, $30/month for 3 users (Pro), $59/month for 7 users (Premium), and $99/month for 15 users (Business). To get comparable features (automation, client portal), you need Flowlu Advanced — where Agiled's flat-rate plans cost less for teams of 5+.
Can I migrate from Flowlu to Agiled?
Yes. Export your contacts, projects, and invoices from Flowlu as CSV files and import them into Agiled. The import tools map standard fields automatically. Your client history and billing records transfer over. Agiled's support team can assist with complex migrations.
Does Flowlu have AI features?
No. Flowlu does not currently offer any AI-powered features. Agiled includes AI agents that can draft proposals, emails, and reports based on your business context, saving significant time on repetitive document creation.
Which platform has better automation?
Agiled has better automation accessibility and power. Agiled offers a visual workflow builder on all paid plans with multiple trigger types, conditional branching, time-based delays, and cross-module automation. Flowlu does offer a visual workflow builder, but only on the Advanced plan ($12.75+/user/month) and above — the Free and Essential plans have zero automation. Even on Advanced, automation is capped at 50 automations and 100 rules, which can limit growing agencies.
Does Flowlu have scheduling?
No. Flowlu does not include built-in scheduling or appointment booking. You need a third-party tool like Calendly. Agiled includes booking pages with availability rules, calendar sync, automated reminders, and payment collection at booking.
Which platform is better for agencies?
Agiled is better for agencies because it includes proposals, contracts, a fully branded client portal, project management, and HR — all in one platform. The visual workflow builder automates client onboarding from signed proposal to active project. Flowlu lacks proposals, contracts, scheduling, and HR features, so agencies typically need multiple additional tools.
Does Flowlu have good customer support?
Flowlu's customer support is a common concern. The platform has a 3.3/5 rating on Trustpilot, with multiple users reporting unanswered support tickets for months, delayed responses of 24+ hours, and near-non-existent service. Some users also report accounts being deleted without warning. Agiled has responsive support with a 4.7/5 rating on G2.
Is Flowlu's mobile app good?
Flowlu's mobile app has mixed reviews. The iOS app scores 4.3/5 (25 ratings) while the Android app scores 3.5/5 (154 reviews) on Google Play. Users consistently report that the mobile experience lags behind the web version in both features and performance.
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