Great CRM for my agency.
I've tried literally every CRM that popped up on Appsumo last year. Flowy has checked most of my boxes. A great find to start the new year.
1. Client portals - I've been looking for a way to manage my clients with a client portal. Something simple and customizable. While I could use a bit more customization, flowyteam's approach works just fine. I can communicate through tickets, schedule an appt, and share documents through the projects. Best part is, Flowly allows me to onboard my clients by linking my own youtube video at the very beginning. Once I get my client dashboard set up the way I want it, I will be able to do a video walkthrough, upload it to youtube, and embed the video so my client can view it upon sign up! Crazy thing is, Flowy didn't even mention this on their Appsumo page because they have so many other features.
2. Intuitive UX - I was able to figure my way around very quickly. I'm finding ways to implement all of the essential tools to communicate what I need to my clients.
3. Straight forward offer - One tier. Sometimes I get paralyzed with too many tiers. I just clicked buy. After trying out this software, I will buy another copy for my other business. I just saw that i can link accounts, and switch easily between my businesses. Sweet.
Dirks_FlowyTeam
Jan 13, 2025Dear JasonTheNicheFriend,
Thank you for sharing your experience with FlowyTeam! We're so glad to hear that our platform has been a great fit for your needs and that you’re finding the client portal and other features helpful for managing your business.
It’s always exciting to see how users like you are creatively leveraging features, such as embedding YouTube videos for onboarding. Your feedback on the intuitive user experience and straightforward pricing model means a lot to us, as simplicity and usability are key goals for our team.
If there’s anything we can do to further enhance your experience, feel free to let us know. We’re always here to support you as you continue growing your business.
Thank you again for being a part of FlowyTeam!