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.
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.
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.
Creating custom-branded onboarding flows takes seconds with Autopilot 🚀
Step 1:
Triggers create flows using your templates
Step 2:
Flows are sent to clients via email on autopilot
Step 3:
All onboarding activity & progress synced to CRM
Flowla keeps onboarding & implementation processes right on track for you
We're dedicated to onboarding excellence.
Check out helpful resources from The Current 🌊
Ready to take your onboarding
to the next level?
Your first 5 flows are free. No credit cards, no commitments.