Boost adoption with a stellar onboarding process

Stunning workspaces that manage onboarding & implementation for you - then sync every single detail back to your CRM, all on Autopilot. 🚀

Still using spreadsheets and
long email threads to onboard?
The friction is slowing you down.
Send a flow instead.

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One digital link that unites everything your new clients need.

Don't send your customers on a tedious trip between spreadsheets, Google Drive, and a million other links.
‍
Create a single source of truth for them, complete with resources + task items.

Design showing Flowla's ability to unite materials from different platforms, and task items.

Design depicting a Flowla form and it's CRM syncing functionality.

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Easily collect documents & data from clients with Flowla forms

Flowla forms gather necessary info from clients during onboarding & implementation in the same place where you manage the entire process.

Everything gets synced back to your CRM to eliminate unnecessary admin work.

Recognize bottlenecks & improve onboarding with analytics

Flowla provides insights into your clients' and your team's actions with unprecedented detail.

Identify key stakeholders, track progress, see which steps cause the most friction, and much more to smooth out your process.

Explore Reports & Analytics ->

Image showing Flowla's reporting capabilities.

Creating custom-branded onboarding flows takes seconds with Autopilot 🚀

Save admin time and effort, while providing the same, standardized experience for each client.

Step 1:
Triggers create flows using your templates

Design showing Flowla's automatic flow creation process and example triggers.

Step 2:
Flows are sent to clients via email on autopilot

Design showing Flowla's automatic email and flow sending function.

Step 3:
All onboarding activity & progress synced to CRM

Design showing Flowla's CRM sync capability.

A great onboarding today ensures renewals 6 months from now. Read how:

Onboarding Clients in 3 Minutes

"Everything was in one place, ensuring that our customers knew exactly what to expect."

Rafael Guper
Co-Founder & COO

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Doubling Customer Success Productivity

"We’ve scaled our customers 2x without expanding our CS team thanks to Flowla."

Altug Guzeloglu
Co-Founder

Flowla keeps onboarding & implementation processes right on track for you

Image of a Flowla Mutual Action Plan.

Snapshot from a Flowla Gantt chart.

Flowla's conditional visibility.

Closeup of a Flowla video annotation.

Image showing Flowla's notifications.

A snapshot from a Flowla's progress report dashboard.

We're dedicated to onboarding excellence.
Check out helpful resources from The Current 🌊

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First Value Delivery Cheat Sheet: Onboarding Frameworks by Irit Eizips

This cheat sheet provides concise, actionable steps to enhance your onboarding processes and deliver tangible value from the start.

From Hospitality to Customer Success with Madelyn DePrey

In this Sales Therapy episode, Madelyn DePrey and Alper Yurder discuss the nuances of customer success in the tech industry, drawing from Madelyn's diverse background in hospitality and her current role as Global VP of Customer Success at Aircall.

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Mastering First Value Delivery: Strategic Onboarding Frameworks

The post explores several effective frameworks for enhancing value through strategic onboarding along with the actionable steps to improve your current onboarding processes.

Ready to take your onboarding
to the next level?

Your first 5 flows are free. No credit cards, no commitments.

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Book some time with us

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