What is Flowla?
Flowla is a client-facing workspace designed to simplify sales and onboarding. It creates interactive, personalized spaces where sales and customer success teams can engage buyers smoothly. Flowla helps you win deals and onboard clients automatically, reducing chaos and boosting clarity throughout the entire revenue process.
What are the features of Flowla?
- Digital Sales Rooms: A beautiful, all-in-one deal room that keeps buyers engaged and informed.
- AI-Powered Automation: Moves deals forward with smart follow-ups, proposals, and reminders—all ready for your quick approval.
- Mutual Action Plans: Collaborate easily with clients to keep everyone aligned.
- Content Management: Store and share all your sales and onboarding materials in one place.
- Forms & Data Collection: Gather client info seamlessly without back-and-forth emails.
- E-Signature: Collect signatures directly inside your Flowla rooms.
- Integrations: Connect with HubSpot, Salesforce, Slack, Zapier, and more for smooth workflows.
- Reports & Analytics: Get insights that help you close more deals and onboard faster.
- Security: Enterprise-grade security with SOC 2 Type II compliance.
What are the use cases of Flowla?
- Closing Deals: Keep your sales process clear and efficient to win more deals.
- Onboarding & Implementation: Smoothly onboard clients to boost adoption and satisfaction.
- Account Management: Manage QBRs, renewals, and upsells with ease.
- Revenue Intelligence: Build a predictable revenue pipeline with smart automation.
How to use Flowla?
- Share a single personalized link with your buyer to start the process.
- Use the AI-powered command center to review and approve follow-ups and proposals.
- Automate handoffs between sales and customer success teams without extra work.
- Connect your existing tools and workflows—no need to change your current process.
- Track progress and engagement with built-in analytics and reports.
