Flowla
Streamline client-facing sales processes and customer onboarding
Target Audience
- Enterprise sales teams
- Customer success managers
- Revenue operations leaders
Hashtags
Overview
Flowla creates branded digital workspaces that help sales and customer success teams manage client interactions from deal closing through onboarding. It centralizes documents, action plans, and communication to reduce back-and-forth while providing real-time insights into client engagement. The platform aims to make complex B2B processes more efficient with AI-assisted workflow creation and automated client collaboration.
Key Features
Mutual Action Plans
Collaborative templates to align teams and clients on milestones
AutoPilot
Automates repetitive tasks in sales/customer success workflows
AI Flow Builder
Generates customized client journey templates instantly
E-Signature
Collect legally binding signatures within workflows
Revenue Intelligence
Tracks client engagement and predicts deal outcomes
Use Cases
Close enterprise deals with transparent processes
Onboard clients 2x faster with guided workflows
Manage renewals/upsells through shared success plans
Track real-time client content engagement
Pros & Cons
Pros
- All-in-one workspace reduces communication silos
- AI automation for workflow creation
- Deep integrations with CRMs like Salesforce/HubSpot
- SOC 2 certified security for enterprise use
Cons
- Primarily designed for B2B teams (less suited for B2C)
- Steeper learning curve for complex customization
- Mobile app experience not emphasized
Pricing Plans
Free Tier
monthlyFeatures
- First 5 flows free
- Basic templates
- Client analytics
Pricing may have changed
For the most up-to-date pricing information, please visit the official website.
Visit websiteFrequently Asked Questions
What types of teams use Flowla?
Sales, customer success, and account management teams in B2B companies managing complex client journeys
Is my data secure?
Yes - Flowla is SOC 2 compliant with enterprise-grade security measures
How long does setup take?
Most teams launch their first flow in 1-2 days with onboarding support
Integrations
Reviews for Flowla
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