Flowla is a client-facing workspace platform designed to automate and streamline sales, onboarding, and customer success processes. By creating interactive, personalized digital rooms, Flowla helps B2B sales and CS teams engage clients, manage resources, and track progress effortlessly.
With built-in automation and seamless CRM integrations, Flowla allows teams to close deals faster, onboard clients efficiently, and manage accounts—all from a single, intuitive platform.
Key Features:
• Automated Workspaces: Create interactive workspaces triggered by key events like sales deals or onboarding tasks.
• CRM Integration: Sync all client interactions, comments, and progress directly to your CRM for real-time updates.
• Onboarding Hubs: Build and manage onboarding flows with task owners, due dates, and automated progress tracking.
• AI-Powered Insights: Receive weekly AI-generated summaries of sales and CS activity for better pipeline management.
• Content Management: Store and manage all sales collateral in one place, integrated with tools like Google Slides, Loom, and PandaDoc.