Flowla: Client-facing workspaces for sales & onboarding

Flowla offers digital, client-facing workspaces designed to streamline sales and customer success processes. It provides branded journeys, auto-pilot revenue operations, mutual action plans, and a central content library to manage all assets. With native e-signature, data collection, analytics, and AI-assisted flow building, Flowla aims to close deals faster, onboard more efficiently, and maintain a seamless buyer experience.

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Key capabilities

• Digital Sales Rooms: Custom branded journeys for sales and customer success.
• AutoPilot: Build a fail-proof revenue engine with automated workflows and processes.
• Mutual Action Plans: Collaborative checklists that guide buyers and teammates through milestones.
• Content Management: One-stop library for all sales and CS content.
• Reports & Analytics: Deep insights into deals, engagement, and pipeline health.
• E-signature: Collect signatures directly inside flows.
• Flowla Forms: Collect data from clients without back-and-forth.
• Flowla AI: Create impactful flows in seconds using AI.
• Integrations: HubSpot, Salesforce, Slack, Zapier, and more.

• One link to close and onboard clients faster
• Personalised buyer experience from first touch to renewal
• All client-facing interactions in a single, unified platform
• Data collection, automation, and CRM sync
• AI-assisted flow creation for rapid setup
• Strong emphasis on collaboration between sales, CS, and buyers
• Privacy-friendly: centralized content and interactions reduce scattered information

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How it works

1. Create branded flows and digital sales rooms tailored to your use case.
2. Collect data and documents from clients via Flowla Forms, with automatic CRM sync.
3. Use Mutual Action Plans to assign tasks, set milestones, and send reminders.
4. Monitor buyer engagement and analytics to optimize the pipeline.
5. Close deals with built-in e-signature and a streamlined onboarding experience.

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Use cases

• Closing Deals: Smooth, guided buyer journeys that boost close rates.
• Onboarding & Implementation: Seamless client onboarding to boost adoption.
• Account Management: Support renewals, upsells, and ongoing success.
• Revenue Intelligence: Build a predictable revenue machine with actionable insights.

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Success stories

• Onboarding with ease: Flowla helped Insider onboard clients more smoothly.
• Increased close rates: Users reported higher close rates and faster decision-making.
• Productivity gains: Flowla enabled scaling CS efforts without headcount increases.

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How to get started

• Explore templates: Ready-to-use flow templates to jumpstart your setup.
• Book a demo: See Flowla in action and discuss your use case.
• Start for free: Your first flows are complimentary to try Flowla.

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Integrations

Flowla integrates with: HubSpot, Salesforce, Slack, Zapier, and more. See all integrations and real-life flows in a sample workspace.

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Safety & privacy

• Centralized content and client interactions help minimize data loss in long email threads.
• Data collected via forms is synced to the CRM automatically.
• Ensure compliance with your organization’s data handling guidelines when sharing links.

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Core Features

• Digital Sales Rooms and branded journeys for sales & CS
• AutoPilot to automate revenue processes
• Mutual Action Plans with task nudges and progress tracking
• Central Content Management library
• CRM data sync from Flowla Forms
• AI-assisted flow creation for rapid deployment
• In-platform e-signature
• Rich analytics and buyer insights
• Integrations with major tools (HubSpot, Salesforce, Slack, Zapier)
• End-to-end flow management from first touch to renewal