How to Migrate from Flowlu to Agiled (2026 Step-by-Step Guide)

Flowlu is a genuinely good-value all-in-one: CRM, projects, invoicing, and finance with a real free plan for two users. Its breadth per dollar is hard to match, so this is not a "missing features" switch. People move to Agiled for a more polished client-facing experience and better post-sale support, the two things Flowlu reviewers most often flag. Note that Flowlu switched to seat-based pricing in September 2025, so the per-seat math is different from older articles. Flowlu exports contacts, deals, and invoices to CSV, so a careful migration works well. This guide covers what to move, how it maps, and when Flowlu is still the right call.

Flowlu and Agiled both run a client business in one tool. Flowlu wins on raw value; Agiled wins on a cleaner client-facing experience and support. If you like Flowlu's breadth but have hit support or polish limits, this guide is for you.

Comparing first? See Agiled vs Flowlu and the best Flowlu alternatives.

Why teams move off Flowlu

• Support gaps. Reviewers consistently praise Flowlu's value but flag mediocre post-sale support and slow responses.
• Email integration limits. Email and inbox integration is a common pain point that teams work around.
• New seat-based pricing. Since September 18, 2025, Flowlu charges per user (Essential $9/user, Advanced $17/user annually) instead of flat bundles, so the cost math changed for growing teams.
• Client-facing polish. Teams that need a more refined proposal, contract, and portal experience look for an upgrade.

Agiled gives you a CRM, proposals and contracts, invoicing, projects, time tracking, and a client portal.

The honest part: when Flowlu wins

Flowlu offers outstanding breadth per dollar, a real free plan for two users, and a low entry price of $9/user/month annually, with CRM, projects, invoicing, and finance all included. If your priority is maximum capability at the lowest price and you are happy to work around the support and email gaps, Flowlu is excellent value. This guide is for teams that want a more polished client experience and stronger support.

What exports from Flowlu

Data in Flowlu	Can you take it?	How
CRM contacts / accounts	Yes	Export to CSV
Deals / pipelines	Yes	Export to CSV
Invoices / finance records	Yes	Export to CSV
Files / documents	Yes	Download from storage
Projects / tasks	Partial	Export/recreate where available
Automations / workflows	No	Rebuild in the workflow builder

The takeaway: contacts, deals, and invoices export to CSV and files download directly, so your core data moves cleanly. Automations are rebuilt in Agiled.

How Flowlu maps to Agiled

Flowlu	Agiled equivalent	Notes
CRM / contacts	CRM	Full client records and pipeline
Deals / pipeline	CRM	Visual pipeline and stages
Invoices / finance	Finance	Invoices, recurring billing, payments
Estimates / quotes	Documents	Proposals with interactive pricing
Projects / tasks	Projects	Kanban, Gantt, dependencies
Client portal	Client portal	Branded, custom domain
Automation	Workflow automation	Visual triggers

The migration plan

Phase 1 - Set up Agiled (Day 1-2)

1. Create your Agiled account, add branding and business details.
2. Connect Stripe/PayPal and your calendar.

Phase 2 - Export and import core data (Day 2-5)

1. Export contacts, deals, and invoices from Flowlu to CSV.
2. Import them into Agiled's CRM and Finance, and set up pipeline stages.
3. Download files and re-upload to clients and projects.

Phase 3 - Rebuild documents, projects, and automation (Day 5-8)

1. Recreate proposal, contract, and invoice templates in Documents and Finance.
2. Set up projects, time tracking, and scheduling.
3. Rebuild key automations in the workflow builder.

Phase 4 - Switch over (Day 8-10)

1. Invite active clients to the client portal.
2. Run one full client cycle end to end.
3. Cancel Flowlu once everything is verified.

What it costs after you switch

Flowlu (after its September 2025 switch to seat-based pricing) is Free for 2 users, Essential at $12/user/month ($9/user annually), and Advanced at $22/user/month ($17/user annually), with Ultimate custom for 40+ users. Agiled has a limited free workspace, Starter at $29/month ($24 annually), and Pro at $69/month ($59 annually) for 3 seats. For very small teams Flowlu's per-seat price is lower; the value of switching is a more polished client experience and stronger support, plus consolidated billing as you grow.

Mistakes to avoid

• Using old pricing. Flowlu's flat bundles are legacy; new accounts pay per seat, so compare the current per-user rates.
• Comparing only price. Flowlu wins on price; weigh support and client-facing polish in the decision.
• Skipping the file download. Pull your files before cancelling.
• Skipping the end-to-end test.

When you should stay on Flowlu

• Price is your top priority and the breadth-per-dollar is unmatched for your needs.
• You are on a grandfathered legacy flat plan that is cheaper than the new seat-based pricing.
• The support and email-integration gaps do not affect your workflow.

If Flowlu's value is great but the experience or support is holding you back, Agiled offers a more refined client lifecycle. See the Agiled vs Flowlu comparison.

Frequently Asked Questions

Did Flowlu change its pricing?

Yes. On September 18, 2025, Flowlu moved from flat bundle plans to seat-based pricing: Free (2 users), Essential ($9/user/month annually), and Advanced ($17/user/month annually), plus a custom Ultimate plan for 40+ users. Existing customers kept their legacy plans, so older articles showing flat "per team" prices are out of date.

How do I move my Flowlu data into Agiled?

Export your contacts, deals, and invoices to CSV and import them into Agiled's CRM and Finance. Download your files and re-upload them to clients and projects. Automations and templates are rebuilt in Agiled. There is no live one-click sync between the two.

Is Agiled better than Flowlu?

They are close on breadth. Flowlu wins on price; Agiled wins on a more polished client-facing experience (proposals, contracts, portal) and on support, which are the most common reasons teams switch. For pure value at the lowest price, Flowlu is strong; for a refined client workflow, Agiled is the upgrade.

Will I lose data if I leave Flowlu?

Not if you export first. Export contacts, deals, and invoices to CSV and download your files before cancelling, then import into Agiled. Keep the exports archived for reference.

Is Agiled cheaper than Flowlu?

For very small teams, Flowlu's per-seat price is lower. As you grow and add proposals, contracts, and a polished portal, Agiled's bundled plan can be the better overall value, and it removes the need for workarounds. Compare based on your team size and what you actually need.

Related:

• Agiled vs Flowlu: full comparison
• Best Flowlu alternatives
• Migrate from SuiteDash to Agiled
• Migrate from Bitrix24 to Agiled
• Migrate from Plutio to Agiled

Ready to start? Create your free Agiled account and import your contacts today.