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Flowlu vs SuiteDash: Complete Comparison (2026)

Flowlu vs SuiteDash: which one actually runs your entire business?

Both position themselves as all-in-one platforms: CRM, project management, invoicing, and client portals bundled into a single subscription. But once the workload grows beyond basic setup, most users end up wrestling with missing features, slow interfaces, or gated automations... because neither covers proposals with e-signatures, connected time-to-invoice billing, and a branded portal where clients check progress without emailing.

Flowlu offers Gantt charts, CRM pipelines, and basic invoicing with a free tier for 2 users, but pricing switched to per-seat billing in September 2025 ($12-22/user/month), there's no built-in e-signatures, no recurring invoices, and the free plan caps CRM contacts at 100 with a single pipeline.

SuiteDash bundles CRM, client portals, and invoicing under flat-rate pricing with unlimited users on every plan, but pages take 10+ seconds to load according to user reports, automations require the $99/month Pinnacle plan, there's no Gantt charts, no real-time team chat, and the learning curve stretches across weeks.

Plutio handles CRM, projects, and invoicing, then connects them to the rest of the workflow. A signed proposal auto-creates a project with tasks and deadlines, tracked time feeds directly into invoice line items, and clients view progress, approve deliverables, and pay from a branded portal at your domain. Skip the comparison and try Plutio free.

Last updated March 2026

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Quick comparison (TLDR)

Flowlu offers Gantt charts, CRM with multiple pipelines, task boards, internal chat, and basic invoicing. Pricing moved to per-seat billing in September 2025, starting at $12/user/month on the Essential plan. The free plan covers 2 users with 100 CRM contacts, 1 pipeline, and no time tracking. Flowlu has no e-signatures, no recurring invoices, and no OAuth email integration.

SuiteDash bundles CRM, client portals, invoicing with recurring billing, e-signatures, and white-labeling under flat-rate pricing starting at $19/month for unlimited users. SuiteDash has no Gantt charts, no real-time chat, and pages take 10+ seconds to load based on user reports. Automations and task dependencies require the Pinnacle plan at $99/month.

Key differences at a glance

  • Pricing model: Flowlu charges $12-22/user/month (per seat). SuiteDash charges $19-99/month flat rate with unlimited users.
  • Project management: Flowlu includes Gantt charts, task dependencies, and Kanban boards. SuiteDash has Kanban boards and checklists but no Gantt charts or task dependencies below Pinnacle.
  • Invoicing: Flowlu generates one-time invoices but has no recurring billing. SuiteDash handles recurring invoices and subscription billing on all paid plans.
  • E-signatures: SuiteDash includes built-in e-signatures on all plans. Flowlu has no e-signature support.
  • White-labeling: SuiteDash offers custom domain, branded login, and a white-label mobile app on all plans. Flowlu limits custom domain to the Ultimate (custom pricing) tier.
  • Team communication: Flowlu has built-in real-time chat. SuiteDash uses email-style messaging with no real-time conversation.

The verdict? Flowlu fits teams that need Gantt charts and real-time chat but can handle per-seat costs. SuiteDash fits agencies that need white-labeling and unlimited users but can tolerate slow page loads. If you need projects, proposals, invoicing, and a branded client portal connected in one workspace, Plutio covers everything for $19/month.

Juggling CRM, projects, and invoicing across separate tabs?

One branded platform. Proposal to payment.

CRM, proposals, contracts, project boards, time tracking, invoicing, and a branded client portal. All connected for $19/month.

No credit card required

Plutio - Your entire business, one login away

Project management

A freelancer tracks 8 active projects with task dependencies and deadlines. How does each platform handle project planning and execution?

Flowlu

Flowlu includes Gantt charts, Kanban boards, task lists, and task dependencies across all paid plans. Projects display as interactive Gantt timelines where tasks connect through dependency links, so a delay on one task shifts downstream deadlines automatically. Kanban boards let teams drag tasks between stages, and list views sort by priority, assignee, or due date.

The free plan includes basic project management for 2 users but locks out time tracking and custom task fields. The Essential plan ($12/user/month) unlocks additional views and reporting. Flowlu also supports project templates that pre-populate tasks and milestones for repeating work like client onboarding or campaign launches.


  • Gantt charts with task dependencies
  • Kanban boards and list views
  • Project templates for recurring workflows
  • Task comments and file attachments
  • Time tracking requires Essential plan ($12/user/month)
  • Free plan limited to 2 users with basic features

VS

SuiteDash

SuiteDash offers Kanban-style project boards with checklists and subtask lists on all plans. Projects organize into boards with columns for status tracking. Each task supports checklists, file attachments, and comments. The Start plan ($19/month) includes basic project management and time tracking with unlimited users.

SuiteDash has no Gantt charts and no task dependencies below the Pinnacle plan ($99/month). Task dependencies and automation triggers (FLOWs) require Pinnacle, so teams on Start or Thrive manage sequencing manually. Page loading times also affect project navigation, with users reporting 10+ seconds to switch between views.


  • Kanban boards with checklists
  • Time tracking on all plans
  • Unlimited users at flat rate
  • Task dependencies require Pinnacle ($99/month)
  • No Gantt charts on any plan
  • Slow page loads affect project navigation

CRM and client management

An agency manages 200 client relationships across multiple pipelines. How does each platform handle contact management and deal tracking?

Flowlu

Flowlu offers a CRM with customizable pipelines, deal stages, and contact management. Contacts store company and individual records with custom fields, notes, and activity history. Sales pipelines display as visual funnels with drag-and-drop deal progression. The CRM connects to projects, so closing a deal can trigger a project kickoff.

The free plan restricts CRM to 100 contacts and 1 pipeline. The Essential plan ($12/user/month) raises the contact limit and adds multiple pipelines with custom stages. Flowlu's CRM also tracks email history per contact through IMAP integration, though there's no OAuth support for Gmail or Outlook.


  • Visual pipeline with drag-and-drop deals
  • Custom fields and contact records
  • Email tracking via IMAP
  • CRM-to-project conversion
  • Free plan capped at 100 contacts and 1 pipeline
  • No OAuth email (IMAP only)

VS

SuiteDash

SuiteDash includes CRM with contact records, deal tracking, and client profiles on all plans. Client records store contact details, communication logs, project history, and invoice records in one profile. The CRM feeds into the client portal, so each client sees their own projects, invoices, and files without needing separate access links.

SuiteDash's CRM has no visual pipeline view like a traditional sales funnel. Deal tracking uses a list-based approach rather than drag-and-drop stages. Contact management connects tightly to the portal, which means agencies using SuiteDash for client-facing work get a unified view. The Start plan ($19/month) covers unlimited contacts and unlimited users.


  • Client profiles with project and invoice history
  • Unlimited contacts on all plans
  • CRM connected to client portal
  • Unlimited users at flat rate
  • No visual drag-and-drop pipeline
  • Email messaging is async only (no real-time)

Invoicing and payments

A consultant bills clients monthly with recurring retainers and one-off project fees. How does each platform handle invoicing and payment collection?

Flowlu

Flowlu generates one-time invoices with line items, tax settings, and payment tracking. Invoices create from scratch or from project data, and payment status tracks whether an invoice is sent, viewed, or paid. Multiple currencies are supported, and invoices export as PDF for manual sending.

Flowlu has no recurring invoices, no subscription billing, and no automatic payment reminders. Retainer clients who pay monthly need a new invoice created each billing cycle. There's also no built-in payment gateway, so collecting payment online requires sharing bank details or using a third-party payment link.


  • One-time invoice generation
  • Multi-currency support
  • PDF export and payment tracking
  • No recurring invoices
  • No subscription billing
  • No built-in online payment collection

VS

SuiteDash

SuiteDash handles one-time invoices, recurring invoices, and subscription billing on all paid plans. Recurring invoices auto-generate on a set schedule and send to clients automatically. Subscription billing lets agencies charge clients on a recurring basis through integrated payment processing with Stripe and PayPal. Clients pay directly from the portal.

SuiteDash invoices connect to client profiles, so payment history appears alongside project records and communication logs. Tax settings, discounts, and late fees are configurable per invoice. The Start plan ($19/month) includes all invoicing features with unlimited users.


  • One-time and recurring invoices
  • Subscription billing with Stripe and PayPal
  • Client portal payment collection
  • Invoice automation on recurring schedules
  • Proposal-to-invoice conversion requires Thrive ($49/month)
  • Slow page loads affect invoice management

Proposals and contracts

A designer needs to send a proposal with pricing, get it signed electronically, and convert the signed proposal into a project. How does each platform handle this?

Flowlu

Flowlu has no built-in proposal builder or contract management. Creating proposals requires using an external tool like PandaDoc or Google Docs, then attaching the file to a Flowlu project or CRM record manually. There's no template library for proposals, no e-signature collection, and no workflow that converts a signed proposal into a project with pre-populated tasks.

The gap between closing a deal in Flowlu's CRM and starting a project means proposal data gets re-entered manually. Client details from the CRM don't flow into an external proposal tool, and signed proposals don't auto-trigger project creation. For freelancers who send 4-6 proposals per month, the manual handoff adds up.


  • No proposal builder
  • No e-signatures
  • No contract management
  • No proposal-to-project conversion

VS

SuiteDash

SuiteDash includes proposals on the Thrive plan ($49/month) and above, with built-in e-signatures on all plans. Proposals create from templates with pricing tables, service descriptions, and terms. Clients review and sign proposals directly from the portal. E-signatures are legally binding and attach to client records for audit trails.

The Start plan ($19/month) includes e-signatures for contracts and agreements but not proposal creation. Proposals require the Thrive plan, which adds $30/month over Start. Signed proposals can connect to project creation, though the workflow requires manual steps rather than full automation unless the Pinnacle plan with FLOWs is active.


  • Built-in e-signatures on all plans
  • Proposal templates with pricing tables
  • Client-facing portal for review and signing
  • Proposals require Thrive plan ($49/month)
  • Auto-conversion to project needs Pinnacle ($99/month)
  • No proposals on Start plan

White-labeling and client portal

An agency wants clients to see a fully branded workspace with the agency's logo, colors, and domain. How does each platform handle branding and client-facing portals?

Flowlu

Flowlu includes a client portal where external users access projects, tasks, and invoices. Portal users see assigned tasks, project updates, and invoice status through a separate login. Branding includes logo upload and color customization on paid plans. The portal interface mirrors the internal workspace with limited views.

Flowlu gates custom domain behind the Ultimate plan (custom pricing), so most users share a flowlu.com URL with clients. The portal lacks white-label mobile access, and branding options on lower tiers are limited to logo and color changes without full CSS control. For agencies that bill premium rates, a flowlu.com domain on client communications undermines brand perception.


  • Client portal with task and invoice access
  • Logo and color customization
  • Custom domain requires Ultimate plan
  • No white-label mobile app
  • Limited branding on lower tiers

VS

SuiteDash

SuiteDash provides custom domain, branded login pages, and a white-label mobile app on all plans. Every plan includes the ability to connect a custom domain, so clients never see the SuiteDash brand. The login page shows the agency's logo, colors, and custom CSS. A white-label mobile app branded with the agency's name and icon ships with every plan.

Client portals in SuiteDash display projects, invoices, files, messages, and scheduled appointments. Clients log in to a workspace that looks and feels like the agency's own platform. The depth of white-labeling sets SuiteDash apart from most competitors in this price range. Platforms like Plutio also offer custom-domain portals for similar client-facing branding.


  • Custom domain on all plans
  • White-label mobile app
  • Branded login with custom CSS
  • Client portal with projects, invoices, and files
  • Slow page loads affect portal experience
  • Complex setup and configuration

Team collaboration

A team of 6 needs to communicate on projects, share files, and track discussions without leaving the platform. How does each tool handle internal communication?

Flowlu

Flowlu includes built-in real-time chat for team communication, plus task comments and a news feed. The internal messenger supports direct messages and group conversations within the platform. Task comments allow threaded discussions on specific deliverables. The news feed acts as an internal social stream where team updates, task completions, and announcements appear chronologically.

File sharing happens within tasks, projects, and chat. Knowledge base articles store SOPs and documentation for internal reference. The free plan supports 2 users with basic collaboration. Paid plans expand user limits and add more storage.


  • Real-time internal chat
  • Task comments with threaded discussions
  • Internal news feed
  • Knowledge base for documentation
  • Free plan limited to 2 users
  • Per-seat pricing scales cost with team size

VS

SuiteDash

SuiteDash uses email-style messaging for both internal team communication and client communication. Messages appear as threaded conversations similar to an inbox rather than real-time chat. File attachments go with messages, and conversations link to client profiles and projects for context.

SuiteDash has no real-time chat, no instant messaging, and no global search across conversations. Finding a past discussion requires scrolling through message threads manually. For teams accustomed to Slack-style communication, the async message format feels slow. Task comments exist but the overall communication speed depends on users checking their inbox rather than receiving instant notifications.


  • Threaded email-style messaging
  • Messages linked to client profiles
  • File attachments in conversations
  • No real-time chat
  • No global search across messages
  • No instant notifications for messages

Automations

A freelancer wants to auto-create a project when a deal closes, send a welcome email to new clients, and trigger invoice reminders. How does each platform handle automation?

Flowlu

Flowlu supports workflow automations on the Essential plan and above, including CRM triggers and task automation. Automations trigger when deals move between pipeline stages, creating tasks, sending notifications, or updating records. Project templates auto-populate tasks when new projects are created from deals. Email notifications trigger on task assignments, due dates, and status changes.

Flowlu's automations are limited to CRM pipeline triggers and basic task creation. There's no visual automation builder, no conditional branching, and no cross-module automation that connects invoicing events to project actions. Complex workflows require workarounds through Zapier or manual steps between modules.


  • CRM pipeline stage triggers
  • Auto-task creation from templates
  • Email notifications on assignments
  • No visual automation builder
  • No conditional branching logic
  • No cross-module automation

VS

SuiteDash

SuiteDash's FLOWs automation engine requires the Pinnacle plan ($99/month). FLOWs create multi-step automation sequences triggered by events like form submissions, deal stage changes, or appointment bookings. Conditional logic routes workflows based on client data or responses. Automations connect CRM, projects, invoicing, and portal actions.

The Start ($19/month) and Thrive ($49/month) plans have no automation capabilities at all. Agencies that want auto-created projects, triggered emails, or conditional workflows pay $99/month before any automation runs. For teams on tighter budgets, the gap between $19 and $99 is significant, and manual workarounds fill the space between.


  • Multi-step FLOWs with conditional logic (Pinnacle)
  • Cross-module automation triggers
  • Event-based workflow sequences
  • No automations on Start ($19/month)
  • No automations on Thrive ($49/month)
  • Automation requires Pinnacle ($99/month)

Integrations

A business uses Stripe for payments, Google Calendar for scheduling, and Slack for communication. How does each platform connect to external tools?

Flowlu

Flowlu integrates with payment processors, calendars, and communication tools through native connections and Zapier. Native integrations include Stripe, PayPal, Google Calendar, Zoom, and Slack. IMAP email integration pulls conversations into CRM records, though OAuth (Gmail, Outlook) is not supported. Zapier extends Flowlu's reach to 5,000+ apps.

The API allows custom integrations for teams with development resources. Webhooks trigger on CRM and project events. For small teams that rely on Google Workspace or Microsoft 365, the lack of OAuth means configuring IMAP credentials manually for each email account.


  • Stripe and PayPal integration
  • Google Calendar and Zoom
  • Zapier for extended connections
  • API and webhook support
  • No OAuth email (IMAP config only)
  • Smaller native integration library

VS

SuiteDash

SuiteDash connects with Stripe, PayPal, Google Calendar, Zoom, and Zapier for extended workflows. Payment integrations handle one-time and recurring billing directly from the portal. Calendar sync connects scheduling with Google and Outlook calendars. Zapier and the API extend SuiteDash to tools it doesn't connect with natively.

SuiteDash's native integration library is small compared to dedicated CRM or PM tools. Most connections beyond payments and calendar rely on Zapier automations, which add configuration time and subscription cost. The platform focuses on keeping workflows internal rather than connecting to external tools, which suits agencies that want everything in one place but limits teams that depend on specific third-party apps.


  • Stripe and PayPal for payments
  • Google Calendar and Outlook sync
  • Zapier and API access
  • Small native integration library
  • Most connections require Zapier
  • Limited third-party app ecosystem

Skip the comparison?

Projects, proposals, and invoicing in one branded workspace.

CRM, proposals, contracts, project boards, time tracking, invoicing, and a branded client portal. All connected for $19/month.

No credit card required

Plutio - Your entire business, one login away

Flowlu vs SuiteDash vs Plutio: full feature comparison

See how all three tools compare on CRM, projects, invoicing, proposals, white-labeling, and client portals

PRICING

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Plutio

198/199

Flowlu

91/199

SuiteDash

107/199

Starting price

$19/month (Core plan)

Free plan (2 users). Paid plans from $12/seat/month (Essential, $9/seat annual)

$19/month (Start plan, $15/month annual)

Free plan

No free plan (14-day trial available)

Free plan for up to 2 users

No free plan (14-day trial)

Trial period

14-day free trial

7-day free trial on paid plans

14-day free trial

PROJECT MANAGEMENT

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Plutio

198/199

Flowlu

91/199

SuiteDash

107/199

Manage projects and tasks

Fully flexible project and task setup you can shape to your workflow

Full project management with Kanban, Gantt, task lists, milestones, and dependencies

Flexible project management with multiple modules

Project roles and permissions

Control exactly who can view or edit each part of a project

Role-based access control with customizable permissions per project

You can control project access using roles and permission rules

Multiple task boards

Unlimited boards to run parallel workflows in the same project

Multiple task boards per project with Kanban view

You can create multiple boards, but each must be configured manually

Embeddable project boards

Live project boards embedded into client portals or websites

No embeddable project boards

You cannot embed live project boards externally

Sharable project boards

Read-only public links for sharing progress without risk

No shared or public project links

You can share projects using permission-based access

Project stages and milestones

Define custom project lifecycles for different types of work

Project milestones with Gantt chart visualization and dependencies

You can define stages and milestones per project

Connected proposals, contracts, and invoices

Everything related stays connected to the project automatically

Invoices and contracts linked to projects (Documents Builder, Dec 2025). No native proposals yet

Modules are separate but can be linked manually

Custom project data fields

Track, sort, filter, and report on custom project data

Custom fields on projects and tasks

Custom fields available

Kanban boards

Drag-and-drop tasks across customizable columns

Kanban board view for projects and tasks

You can view and manage tasks in Kanban boards

Table view

Bulk-edit tasks like a spreadsheet

Table view available

You can view records in tables, but columns and behavior are rigid

List view

Clean task lists with clear hierarchy

List view available

You can manage tasks in a standard list view

Calendar view

See tasks and deadlines on a calendar

Calendar view for tasks and deadlines

You can see tasks and deadlines on a calendar

Gantt view

Plan work visually with task order and dependencies

Gantt chart with dependencies and milestones

No native Gantt chart view

Subtasks

Break work down into multiple nested levels

Subtasks with checklists

You can break tasks into subtasks

Email to task

Turn emails into tasks without manual copying

Email integration available (no direct email-to-task)

Included

Task comments

Keep discussions tied directly to each task

Comments and @mentions on tasks

You can comment directly on tasks

Task attachments

Store files directly on the task they belong to

File attachments on tasks

You can attach files directly to tasks

Task priorities

Define priority levels that fit your workflow

Task priority levels

You can assign priorities to tasks

Task labels & color coding

Use unlimited labels to visually organize tasks

Labels and color coding on tasks

You can label and color-code tasks

Multiple task assignees

Assign tasks to one or multiple teammates

Multiple assignees per task

You can assign multiple people, but coordination is manual

Task templates

Reuse task-level structures across projects

Task and project templates

You can reuse task templates

Task permissions

Control access at the individual task level

Role-based task access control

Permissions are controlled by roles, not per-task rules

Task dependencies

Prevent work from starting out of order

Task dependencies with Gantt visualization

Task dependencies require Pinnacle plan ($99/month)

Recurring tasks

Automate repeating work with flexible schedules

Recurring tasks supported

You can create recurring tasks

Custom task data fields

Add task-level fields for tracking custom details

Custom fields on tasks

Custom fields available

TIME TRACKING

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Plutio

198/199

Flowlu

91/199

SuiteDash

107/199

Time tracking system

Easily track time using timers or manual entries

Built-in time tracking at project and task level

You can track time using timers or manual entry

Task-level tracking

Log time directly against tasks and subtasks

Time tracking per task

You can track time directly on tasks

Project-level tracking

See time spent per project and per client

Time tracking per project

You can track total time per project

Billable time tracking

Clearly separate billable and non-billable time

Billable hours tracking

You must manually define what counts as billable

Billable time invoicing

Turn tracked time into invoices without extra steps

Convert billable time to invoices

Tracked time can be invoiced with manual confirmation

Timesheet reports

View detailed time reports by task, project, or client

Timesheet reports available

You can generate detailed time reports

Team timesheets

See how each team member tracks their time

Team timesheet overview

You can view time logs per team member

PROPOSALS

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Plutio

198/199

Flowlu

91/199

SuiteDash

107/199

Create and send proposals

Create proposals clients can review, approve, and sign in one flow

Basic proposal/estimate creation (no interactive builder)

Proposals with line items and attachments

Drag-and-drop proposal builder

Create custom, branded proposals without layout limits or code

No drag-and-drop proposal builder

You can edit proposals visually, but layout control is complex

Reusable proposal templates

Reuse proven proposal layouts across clients

Basic estimate templates (limited customization)

You can use prebuilt proposal templates

Real-time proposal analytics

See exactly when proposals are opened and reviewed

No real-time proposal analytics

You can see status changes, not detailed viewing analytics

Live messenger on proposals

Answer questions directly while clients review proposals

No live messenger on proposals

You cannot message clients inside proposals

Proposal flow automation

Move from proposal to contract, invoice, or booking automatically

No proposal-specific automation

Limited proposal-to-booking flow

Convert proposal to invoice

Create invoices directly from approved proposals

Convert estimates/proposals to invoices with one click

You can convert proposals to invoices with manual steps

Packages and add-ons

Offer upsells and add-ons directly inside proposals

No packages or add-ons in proposals

You can create packages using configuration rules

Interactive pricing tables

Let clients choose options before approving

No interactive pricing tables

Pricing tables exist but do not update dynamically

Dynamic data and variables

Auto-fill proposal content with client and project data

Dynamic variables with automatic data filling in Document Builder

You can use variables to auto-fill proposal content

Expiration dates

Automatically expire proposals after a set date

Expiration dates on estimates

You can set proposal expiration dates

PDF Export

Download as branded PDFs

PDF export available

You can download proposals as PDFs

Reusable content blocks

Create reusable proposal sections you can reuse on demand

No reusable content blocks

You can reuse content via templates, not blocks

Legally binding e-signatures

Collect secure electronic signatures on proposals

No e-signatures on proposals

Clients can sign proposals online

Custom proposal data fields

Create custom proposal data you can sort, filter, and report on

Custom variables and fields available in Document Builder

Custom fields available with configuration

CONTRACTS

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Plutio

198/199

Flowlu

91/199

SuiteDash

107/199

Create and sign contracts

Create, send, and sign contracts in one continuous flow

Contract creation via Documents Builder (Dec 2025). E-signatures not yet available

Full contract management

Drag-and-drop contract builder

Create fully custom contracts with flexible layouts, no code or formatting limits

Template-based Documents and Contracts Builder (Dec 2025)

Contracts use structured templates, not free-form builders

Legally binding e-signatures

Collect secure signatures with audit trails and signer verification

No e-signatures (must use third-party)

Contracts support legally binding signatures

Multi-signature / signees

Collect signatures from multiple people on the same contract

No multi-signature support

You can add multiple signers to contracts

Reusable contract templates

Reuse contract structures to create new agreements faster

Reusable document templates with on-brand designs and HTML editor

You can use predefined contract templates

Auto-reminders automation

Automatically follow up until contracts are signed

No contract auto-reminders

Signing reminders send automatically

Dynamic data/variables

Auto-fill contract content with client and project data

Dynamic variables with automatic data filling from CRM and other modules

Variables auto-fill contract fields

Contract automation triggers

Trigger automated workflows the moment a contract is signed

No contract automation triggers

Contracts can trigger workflows only if configured

View notifications

See when contracts are opened and reviewed

No contract view notifications

You receive notifications when contracts are viewed or signed

PDF download with signature certificate

Download signed contracts with official proof of signature

No e-signature or signature certificates

Signed contracts can be downloaded with certificates

Custom signer data fields

Collect structured signer information during signing

No custom signer data fields

Signer fields are configurable with limits

Custom contract data fields

Create custom contract data you can sort, filter, and report on

Custom variables available in Document Builder templates

Custom fields available with configuration

INVOICES & PAYMENTS

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Plutio

198/199

Flowlu

91/199

SuiteDash

107/199

Create invoices and get paid

Send invoices and collect payments in one connected flow

Create and send invoices with online payment collection

Full invoicing with payment tracking

Fully branded invoices

Match invoices to your brand with custom logos, colors, and layout

Branded invoices with company logo and colors

Invoices support logos, colors, and branding

Drag and drop invoice builder

Create custom invoice layouts visually without formatting limits

Invoice editor (not drag-and-drop)

Visual builder but complex setup

Customizable line items

Edit pricing, quantities, descriptions, and structure freely

Customizable line items on invoices

You can edit invoice line items

Item or invoice discounts

Apply discounts at the item or full invoice level

Discounts on invoices

You can apply discounts to invoices

Customizable taxes

Create tax rules that match your location and use case

Tax configuration on invoices

You can configure tax rates

ACH payments

Accept bank transfers for lower-fee payments

No ACH payment support

You can accept bank payments

Stripe integration

Accept credit and debit cards instantly

Stripe integration for payments

You can accept payments through Stripe

Square integration

Collect in-person payments when needed

Square integration for online invoice payments

You cannot accept payments via Square

PayPal integration

Let clients pay using PayPal

PayPal integration for payments

You can accept payments via PayPal

Flexible partial payments

Collect deposits and split payments across milestones

Basic partial payment support

You can accept partial payments

Payment plans

Break invoices into scheduled installments

No payment plan support

You can split invoices into installments

Automated recurring invoices

Automatically send invoices on a recurring schedule

Basic recurring invoice support

You can schedule recurring invoices

Subscription management

Manage ongoing client subscriptions and billing

No subscription management

Subscriptions can be managed with setup

Automated payment reminders

Follow up automatically until invoices are paid

Automated payment reminders

Payment reminders send automatically

Reusable invoice templates

Reuse invoice layouts without rebuilding each time

Reusable invoice templates

You can reuse invoice templates

Multiple currency support

Bill clients globally in their local currency

Multiple currency support

You can invoice in multiple currencies with account limits

Invoice automation triggers

Trigger automated workflows when invoices are sent or paid

Basic invoice automation (limited triggers)

Contracts can trigger workflows only if configured

View notifications

See when invoices are opened and paid

Basic invoice view tracking

You receive notifications when contracts are viewed or signed

Built-in expense tracking

Track project-related costs alongside invoices

Built-in expense and revenue tracking with profit reports

You can track expenses

Invoice deposits

Collect upfront payments before work starts

Basic deposit support

You can request invoice deposits

Auto-invoice billable time

Turn tracked time into invoices automatically

Convert billable time to invoices

Time can be invoiced with manual confirmation

Custom invoice data fields

Create custom invoice data you can sort, filter, and report on

Basic custom fields on invoices

Custom fields available with configuration

INBOX

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Plutio

198/199

Flowlu

91/199

SuiteDash

107/199

Centralized unified inbox

Manage email, chat, and messages from one shared inbox

No centralized unified inbox

Messages are grouped by module, not unified

Full email integration

Connect and manage all your email accounts in one place

Email integration with IMAP sync (Gmail, Outlook, and more)

You can sync external email accounts

Embeddable live chat

Add real-time chat to your website and client portals

No live chat widget

Live chat is available via portal widgets

Instant direct messages

Message teammates privately without leaving your workspace

Built-in instant messenger with group channels, @mentions, and file sharing

Direct messages exist with limits

Contextual project conversations

Keep conversations tied directly to the project they belong to

Comments and @mentions on projects (no dedicated conversations)

Context depends on where the message was sent

Team channels

Create shared spaces for team-wide discussions

Custom user groups for targeted team communication (Focus Group Collaboration)

You cannot create team chat channels

Customized channels

Organize channels by team, topic, or workflow

Custom user groups by department or project team for targeted communication

Not supported

@mentions

Notify teammates instantly inside conversations

@mentions in comments

@mentions work in specific areas only

Message read receipts

See when messages are read

No message read receipts

Read receipts are not consistently visible

File sharing in chat

Share files directly inside conversations

Content sharing in instant team chats

Files are attached to records, not chat threads

Shared email inbox

Collaborate on incoming emails as a team

No shared email inbox

Limited team email sharing

Inbox mobile app

Access and respond to messages on mobile

No inbox mobile app

Mobile app has limited inbox features

Email reply to inbox

Reply from your email client and keep conversations synced

No email reply to inbox

Limited email reply support

FILES

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Plutio

198/199

Flowlu

91/199

SuiteDash

107/199

Store and manage files

Keep all client and project files in one organized place

File storage on projects (no dedicated file manager)

You can store and manage files centrally

Advanced folder organization

Organize files by project, client, or structure you choose

Project-based file organization (no advanced folder system)

Project-based file sections

Folder permissions

Control who can view or edit folders

Project-level permissions apply to files

Role-based file access

People folders

Group files by person when needed

No people-specific folders

Files are project-attached only

Project folders

Keep files scoped to each project

Files organized within projects

Project-based file sections

In-app previews

Preview files instantly without downloading

In-app file previews

Preview via project files

Custom file data fields

Capture file metadata you can sort and filter

No custom file data fields

You can add custom fields across modules

Built-in documents

Create and edit documents directly inside Plutio

Knowledge base with rich text pages

Wiki-style documentation

Comments on files and docs

Leave comments directly on files and documents

Comments on knowledge base pages (not on files)

Comments on project files

Bulk file actions

Move, tag, or manage many files at once

No bulk file actions

Limited bulk operations

Files search & filter

Find files quickly using search and filters

Basic file search within projects

Search within project files

External cloud sync

Sync files with Google Drive or Dropbox

Google Drive, Dropbox, and OneDrive integrations

Via integrations only

Secure sharing controls

Restrict access with permissions or passwords

Project-level sharing controls

Role-based sharing controls

File sharing links

Share files externally with controlled access

No dedicated file sharing links

Project-based sharing only

SCHEDULING

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Plutio

198/199

Flowlu

91/199

SuiteDash

107/199

Schedule meetings

Let clients book meetings directly without back-and-forth emails

No scheduling or booking system

Scheduler with calendar sync

Branded booking page

Build a fully branded, customizable booking system using a drag-and-drop editor

No booking pages

Booking pages support custom branding

Advanced availability management

Define flexible availability rules applied automatically to bookings

No availability management

You can define availability rules

Automatic buffer times

Add buffer time automatically between meetings

No buffer time settings

You can add buffer times to bookings

Multiple meeting types

Create unlimited booking types with different rules and setups

No meeting type configuration

You can offer multiple booking types

Calendar sync (Google/Outlook)

Two-way calendar sync that stays up to date automatically

No calendar sync for scheduling

Internal calendar only

Customizable booking confirmations

Fully customizable confirmation pages with no layout or branding limits

No booking confirmations

Confirmation messages have limited customization

Redirect after booking

Send bookers anywhere after scheduling, not just a fixed thank-you page

No booking system

Redirects require workflow configuration

Booking automation triggers

Trigger automated workflows the moment a meeting is booked

No booking automation

Contracts can trigger workflows only if configured

Smart meeting reminders

Send automatic reminders without manual follow-ups

No meeting reminders

Meeting reminders send automatically

Automatic timezone detection

Handle timezones automatically without manual adjustments

No timezone detection for booking

Timezones adjust automatically

Paid appointments (Stripe/PayPal)

Collect payments during booking without extra steps

No paid appointments

Payments via integrations only

Custom booking forms

Build booking forms with full control over questions and layout

No custom booking forms

You can customize booking forms

Minimum notice / daily booking limits

Set booking limits to control lead time and daily volume

No booking limits

You can set booking limits

Rescheduling and cancellation controls

Define flexible rules for rescheduling and cancellations

No rescheduling controls

Clients can reschedule or cancel bookings

AUTOMATION

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Plutio

198/199

Flowlu

91/199

SuiteDash

107/199

Automated workflows builder

Build advanced workflows visually without code or rigid templates

Automation rules (no visual workflow builder)

Workflow automation with triggers

Trigger-based workflows

Start workflows from real events across projects, clients, and payments

Trigger-based automation rules

You can build trigger-based workflows

Schedule-based workflows

Run workflows on schedules you control, not fixed intervals

No schedule-based automation

Workflows can run on schedules

Multi-step workflows

Chain multiple actions into one continuous automation

Multi-step business processes with stages and automated actions

You can chain multiple automation steps

True/False branching

Create conditional paths instead of one-size-fits-all flows

No conditional branching

Conditional logic is supported

Delay-based actions

Add precise timing between steps, down to minutes or days

No delay-based actions

You can delay actions

Create & update records

Create, update, or move records automatically across the system

Create and update records via automation

Records can be created automatically with setup

Move & duplicate records

Reorganize work automatically without manual cleanup

Move records (no duplicate action)

Records can be duplicated automatically

Delete & archive records

Automatically archive or remove records based on rules

Archive records (no auto-delete)

Deletion requires safeguards and rules

API calls (webhooks)

Trigger or receive real-time events from external systems

API access and webhooks

You can trigger API calls and webhooks

Send emails

Send automated emails tied to real workflow events

Send email notifications via automation

Emails can be sent automatically

Post comments

Add notes or comments automatically where work happens

Leave comments via automation rules

Comments can be posted via workflows

Complete automation logs

See exactly what ran, when, and why

No complete automation logs

Automation activity is logged

Auto-fill data/variables

Pass data between steps dynamically without manual mapping

No auto-fill variables

Variables work across automation

Cross-entity connections

Run workflows that span projects, tasks, proposals, invoices, and more

Basic cross-entity links (CRM to projects)

Actions can trigger across modules

FORMS

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Plutio

198/199

Flowlu

91/199

SuiteDash

107/199

Create branded forms

Build fully branded forms that match your workflow and client experience

Basic form creation (limited field types)

Form builder with file uploads

Drag-and-drop form builder

Design forms visually with full layout control, no code required

Basic form builder (not full drag-and-drop)

Contracts use structured templates, not free-form builders

Reusable form templates

Reuse form structures without rebuilding from scratch

Basic form templates

You can reuse form templates

Custom form data fields

Collect structured data you can sort, filter, and report on

Limited custom field types

You can add custom fields across modules

Smart conditional logic

Show or hide fields based on responses, not static forms

No conditional logic in forms

Fields can change based on answers

Instant email notifications

Get notified immediately when forms are submitted

Email notifications on form submission

Notifications can send on submission

Form automation triggers

Trigger automated workflows when a form is submitted

Basic form automation (limited triggers)

Contracts can trigger workflows only if configured

Embed forms

Embed forms anywhere without layout restrictions

Basic form embedding

Forms can be embedded on websites

Advanced field preferences

Control required, hidden, and default field behavior

No advanced field preferences

Field behavior options are limited

Comprehensive field types

Collect text, files, dates, selections, and more

Basic field types (text, number, date, dropdown)

Most common field types are available

Form signature field

Collect legally binding signatures directly inside forms

No signature field in forms

Forms can include signatures

File upload fields

Accept file uploads as part of form submissions

File upload field available

Clients can upload files

Redirect after submission

Send submitters to a custom next step, not a fixed thank-you page

No redirect after form submission

Redirects after submission are supported

CRM

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Plutio

198/199

Flowlu

91/199

SuiteDash

107/199

Manage clients and leads

Manage contacts and companies in one connected system

CRM with pipeline management, lead tracking, and deal stages

Full CRM with lead portals

Full company management

Track organizations, not just individual contacts

Organization and company management in CRM

You can group contacts into companies

Custom contact data fields

Collect and manage structured contact data you define

Custom fields on contacts

CRM fields are customizable

Complete activity timeline

See every interaction with a client in one place

Activity timeline on contacts and deals

Activity history exists across modules

Contacts labeling and grouping

Organize contacts flexibly without rigid pipelines

Contact tags and segmentation

Contacts can be tagged and segmented

WIKI

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Plutio

198/199

Flowlu

91/199

SuiteDash

107/199

Comprehensive knowledge base

Create an internal wiki for processes, docs, and guides

Built-in knowledge base (wiki) with rich text pages

You can create internal knowledge bases

Beautiful rich text pages

Write structured, formatted content without complexity

Rich text editor for wiki pages

Not supported

Unlimited nested pages

Build deep knowledge hierarchies without limits

Nested page structure in knowledge base

Not supported

Granular page permissions

Control exactly who can view or edit each page

Basic page permissions (project-level, not per-page)

Not supported

DASHBOARDS

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Plutio

198/199

Flowlu

91/199

SuiteDash

107/199

Custom dashboards and pages

Build dashboards around what matters to you, not fixed metrics

Customizable dashboards with widgets

Full custom dashboards

Drag-and-drop dashboard builder

Design dashboards visually with full layout control

Drag-and-drop dashboard builder

Widget-based, no drag-drop

Charts widget

Visualize data with customizable charts

Charts and graph widgets

Pre-built reports only

Metrics widget

Track key numbers without manual reporting

Metrics and KPI widgets

Standard metrics only

Goals widget

Monitor progress toward defined goals

No goals widget

Not supported

Notes widget

Add contextual notes directly to dashboards

Text widgets (not dedicated notes)

Not supported

Calendar widget

View upcoming events alongside work and metrics

Calendar widget on dashboard

Limited calendar integration

Financial widgets

Track revenue and expenses in the same view

Financial overview widgets (revenue, expenses, profit)

Full financial dashboard

BRANDING

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Plutio

198/199

Flowlu

91/199

SuiteDash

107/199

White-label and branding

Run the entire platform under your brand

White-label available on Ultimate plan (custom pricing)

Full white-label with custom domains

Custom interface theme

Apply your brand colors across the system

Basic theme customization (Advanced plan and above)

UI theme options are limited

Stylesheet customization

Fine-tune styling beyond basic theming

No custom CSS or stylesheet

Custom CSS is supported with constraints

Custom login/signup pages

Use branded authentication pages instead of generic screens

Custom branding on login (Ultimate plan)

Login and signup pages can be customized

Email branding

Send all system emails with your branding

Email branding (Ultimate plan)

Emails can be branded

Custom brand fonts

Use your own fonts throughout the platform

No custom fonts

Font selection is limited

Custom brand logos

Replace all platform logos with your own

Custom logo/branding from Free plan for invoices; full white-labeling on Ultimate plan

You can add custom logos

Custom domain name

Run everything on your own domain

Custom domain (Ultimate plan, custom pricing per user)

Not supported

Custom email SMTP

Send emails from your own email infrastructure

Custom email available on Ultimate plan (custom domain and email)

Not supported

Full workspace embedding

Embed Plutio directly into your website or product

No embeddable workspace

Not supported

CUSTOMIZATION

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Plutio

198/199

Flowlu

91/199

SuiteDash

107/199

Flexible workspace setup

Shape the platform to match how your business works

Customizable workspace with modules

With setup

Main menu editor

Add, remove, or reorder navigation items freely

Configurable sidebar (limited menu editing)

Navigation can be rearranged with setup

User-based menus

Show different navigation for different roles

No user-based menu configuration

Menus depend on assigned roles

Custom user roles

Create role types beyond preset permissions

Custom user roles with permissions

You can define custom roles

Advanced user permissions

Control access at a granular level

Granular user permissions

Permissions can be configured in detail

SSO / OAuth

Support enterprise-grade single sign-on

SSO on Ultimate plan only

SSO is available on higher plans

INTEGRATIONS

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Plutio

198/199

Flowlu

91/199

SuiteDash

107/199

Connect with other tools

Integrate with external systems without lock-in

Integrations with Stripe, PayPal, Google, Slack, and more

Native integrations via API

Zapier integration

Connect to thousands of apps without custom code

No Zapier integration (uses Make.com, Pabbly Connect, and Apix Drive instead)

Zapier can connect to SuiteDash

Make.com integration

Build advanced automation scenarios visually

Full Make.com integration available

Make can connect to SuiteDash

Pabbly Connect

Connect services without usage-based limits

Pabbly Connect integration available

Pabbly can connect using API

Full REST API access

Build custom integrations with full system access

Full REST API access

You can access a REST API

Incoming & outgoing webhooks

Send and receive real-time events

Webhook support

Webhooks are supported

PLATFORM

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Plutio

198/199

Flowlu

91/199

SuiteDash

107/199

Mobile apps

Access your business from native mobile apps

Mobile apps for iOS and Android

Mobile-responsive, no native apps

iOS app

Full-featured iPhone app

iOS app available

Mobile app exists with limited functionality

Android app

Full-featured Android app

Android app available

Android app exists with limited functionality

Mac desktop app

Native macOS app for desktop workflows

No Mac desktop app (web-only + mobile)

No native Mac desktop app exists

Windows desktop app

Native Windows app for desktop workflows

No Windows desktop app (web-only + mobile)

No native Windows desktop app exists

Flowlu vs SuiteDash FAQ

Is Flowlu or SuiteDash better for freelancers?

Flowlu offers a free plan for 2 users with basic CRM and project management, making it a lower-cost entry point for solo freelancers. SuiteDash starts at $19/month with no free plan but includes unlimited users, e-signatures, and recurring billing. Freelancers who need proposals and e-signatures lean toward SuiteDash. Freelancers who need Gantt charts lean toward Flowlu. Neither connects proposals to projects to invoicing in one automated workflow.

Does Flowlu have e-signatures?

Flowlu has no built-in e-signature support. Collecting signatures on proposals or contracts requires a separate tool like PandaDoc or DocuSign. SuiteDash includes e-signatures on all plans, so contracts and proposals get signed directly from the client portal without additional software.

How much does Flowlu cost compared to SuiteDash?

Flowlu charges per seat: free for 2 users, $12/user/month on Essential, and $22/user/month on Advanced. SuiteDash charges flat rates: $19/month for Start, $49/month for Thrive, and $99/month for Pinnacle, all with unlimited users. A 5-person team pays $60/month on Flowlu Essential versus $19/month on SuiteDash Start.

Does SuiteDash have Gantt charts?

SuiteDash has no Gantt charts on any plan. Project management uses Kanban boards and checklists. Task dependencies are only available on the Pinnacle plan ($99/month). Flowlu includes Gantt charts with task dependencies on all paid plans starting at $12/user/month.

Why is SuiteDash so slow?

SuiteDash users consistently report page loading times of 10+ seconds, with some experiencing waits of several minutes. The performance issues appear across CRM, project management, and portal views. The platform's architecture processes requests slower than most modern SaaS tools, which affects every daily action from switching between clients to generating invoices.

Can I white-label Flowlu or SuiteDash?

SuiteDash includes custom domain, branded login pages, and a white-label mobile app on all plans starting at $19/month. Flowlu limits custom domain to the Ultimate plan (custom pricing). For agencies that need full white-labeling at a lower price point, SuiteDash covers more branding territory. Platforms like Plutio also offer custom-domain client portals.

Does Flowlu have recurring invoicing?

Flowlu has no recurring invoice feature. Each invoice needs manual creation every billing cycle. SuiteDash handles recurring invoices and subscription billing on all paid plans, auto-generating invoices on set schedules and processing payments through Stripe or PayPal.

Which has better automation, Flowlu or SuiteDash?

Flowlu includes basic CRM pipeline automations on the Essential plan ($12/user/month) with trigger-based task creation and notifications. SuiteDash's FLOWs automation engine offers conditional logic and multi-step sequences, but only on the Pinnacle plan ($99/month). The Start and Thrive plans have no automation at all. Flowlu's automations are simpler but accessible at a lower price.

Can I use Flowlu and SuiteDash together?

Running both platforms adds unnecessary complexity and cost. Flowlu and SuiteDash overlap on CRM, project management, and invoicing. Using both means maintaining two sets of client data with no native sync between them. Picking one platform and supplementing gaps with targeted tools is more practical than running two all-in-one tools side by side.

What if neither Flowlu nor SuiteDash fits my workflow?

Both platforms cover CRM, projects, and invoicing but leave gaps in proposals, connected billing, and performance. All-in-one platforms that connect the full workflow from proposal to invoice in one workspace handle what both miss. Plutio is one example, starting at $19/month with CRM, proposals, contracts, projects, time tracking, invoicing, and a branded client portal.

Does SuiteDash have real-time chat?

SuiteDash has no real-time chat. Internal and client communication uses email-style threaded messaging, which means messages don't appear instantly. Teams accustomed to Slack-style communication find the async format slower for daily collaboration. Flowlu includes built-in real-time chat for internal team communication.

Do Flowlu and SuiteDash have client portals?

Both include client portals. Flowlu's portal lets clients view assigned tasks, project updates, and invoice status. SuiteDash's portal shows projects, invoices, files, messages, and appointments, with custom domain and branded login on all plans. SuiteDash's portal covers more ground with additional modules, though performance issues affect the client experience. For portals with connected proposals and invoicing, platforms like Plutio offer branded portals where clients manage their entire relationship.

Still stitching CRM, proposals, and invoicing across separate apps?

One branded platform from proposal to payment.

CRM, proposals, contracts, project boards, time tracking, invoicing, and a branded client portal. No more copying client details between apps.

No credit card required

Plutio - Your entire business, one login away