Flowla

What is Flowla?

Flowla is a client-facing workspace designed for sales and customer success teams. It provides a single link to unite documents, tasks, calendars, and chats, aiming to streamline buyer journeys, enhance collaboration, and boost win rates. Flowla offers interactive, personalized spaces for sales and CS teams to engage with their buyers, automate processes, and manage revenue pipelines end-to-end.

How to use Flowla?

Flowla allows users to create a digital sales room or client workspace by uniting all necessary materials into a single, shareable link. Teams can automate follow-ups, identify key stakeholders, and manage sales-to-CS handoffs. The platform also offers AI-crafted actions for review and approval, ensuring a human-in-the-loop approach.

Flowla’s Core Features

Digital Sales Rooms Flowla AutoPilot (smart workflows) AI Agents Content Management Reports & Analytics E-signature Data Collection (Forms & Sheets) Integrations with CRM, AI Notetaker, Email, Slack, and more

Flowla’s Use Cases

• Closing Deals: Win more deals with a smooth process.
• Onboarding & Implementation: Onboard clients seamlessly to boost adoption.
• Account Management: For QBRs, renewals, upsells, and more.
• Revenue Intelligence: Build a predictable revenue machine.