Flowlu

Small businesses and growing teams wanting CRM, projects, and finance in one platform

A broad business-management suite covering CRM, projects, and finance — useful breadth, but each module trades depth and polish for coverage.

TL;DR

  • Flowlu is broad; COLO is focused. Trade coverage for polish on the paths you use every day.
  • Free-forever Solo plan on COLO; Flowlu is paid.
  • Portal on your own domain, ready in minutes.
  • A workspace you can run a real client project in this afternoon, without configuring sprints or a finance module first.

Why freelancers switch from Flowlu to COLO

Flowlu covers a lot: CRM, projects with agile sprints, invoicing, finance, and a knowledge base under one roof. Teams that have outgrown a stack of separate tools and want everything in one account find real value. If your business genuinely uses each module, coverage is a feature.

The switching driver is polish on the paths that matter to freelancers. The proposal-to-contract-to-invoice flow that runs the client-facing side of your business should read as one journey, not as three modules to keep in sync. COLO focuses on exactly that: proposals, contracts, projects, invoicing, chat, and a portal on your custom domain — no finance module in the navigation you rarely touch.

Feature comparison — Flowlu vs COLO

Feature Flowlu COLO
Free plan for solo operator Trial only Free-forever Solo plan
Proposals Yes Yes — proposals
Contracts & e-signature Yes Yes — contracts
Invoicing & payments Yes Yes — invoicing & payments
Project management Agile-style sprints, Kanban Client-visible tasks — project management
CRM Yes Client records as CRM
Finance module Yes Roll invoices to QuickBooks
Knowledge base Yes Not the focus
Client portal Yes On your own custom domain — client portal
Pricing model Tiered per module Free Solo + flat workspace on paid tiers

Pricing comparison

Flowlu — tiered plans by users and features.

  • Free: capped users.
  • Team / Business / Professional / Enterprise: expand users and modules.

COLO — free Solo, then flat workspace.

  • Solo: free-forever for one operator.
  • Pro / Grow: flat workspace with multiple users.

Verify with each vendor.

When to pick COLO over Flowlu

  • Polish on the proposal-to-invoice path rather than breadth across many modules.
  • Free-forever Solo with no card and no trial timer.
  • Portal on your own custom domain.
  • Same-day time to first client project without sprint configuration.
  • Workspace-flat pricing as your team grows.

When to STAY with Flowlu

  • You use CRM, finance, and knowledge base modules daily.
  • Agile sprint project management is your team's workflow.
  • You have a lifetime deal that beats any flat SaaS price for the same coverage.

Migration guide — moving from Flowlu to COLO

  1. Export contacts, projects, invoices as CSV.
  2. Download signed contracts and quotes as PDFs.
  3. Open a COLO workspace and import CSVs; attach PDFs to matching client records.
  4. Recreate your top templates.
  5. Reconnect your payment processor; test one live invoice.
  6. Run both tools in parallel for two to four weeks.
  7. Update payment and portal links to COLO.

FAQ

Is there a free plan for solo operators? Yes — COLO's free-forever Solo plan.

Does COLO replace Flowlu end-to-end? For the proposal-to-invoice-to-portal path, yes. If finance and knowledge base modules are core to your daily work, plan explicitly.

How long does migration take? Data import in an afternoon; parallel running for two to four weeks.

Will signed Flowlu contracts remain valid? Yes — e-signed contracts remain legally valid regardless of platform.

Does COLO have agile sprint views? COLO's project surface includes list, board, and calendar views; Flowlu's sprint-specific depth is greater if that is your workflow.

Can I white-label the portal? Yes — the client portal lives on your own custom domain.

Can I keep QuickBooks alongside COLO? Yes — pair COLO with QuickBooks for full accounting.

Does COLO have in-workspace chat? Yes — native chat.

Does COLO have a CRM? COLO treats client records as the CRM. Deals-and-pipeline features are lighter than dedicated CRMs.

What if I want to move back? Full CSV export is available at any time.

Related guides: client onboarding · freelance contracts · freelance pricing · getting paid · solo to agency · freelance business management

Ready to switch?

Open a free COLO workspace and import your Flowlu data.

Start free on COLO · See features · See pricing

← Back to all alternatives

Move from spreadsheets to one workspace

Solo plan: free forever, for one user. No credit card required.

Create your workspace