Client-facing workspaces for

sales

onboarding

implementation

Interactive, personalized spaces for sales & CS teams and their buyers.
Win deals & onboard clients on autopilot.

Book a demo

See an example flow ->

Trusted by modern B2B teams

Resources + Action items + Stakeholders.
All in one digital room.

Flows provide you with a single, consolidated space to turn your sales & onboarding processes into an engaging journey for your clients.

Workspaces for your entire pipeline -
from sales to renewals

From the simplest to the most complex, manage any revenue process in your pipeline with Flowla, end-to-end.

Digital Sales Rooms

Equip buyers with all the resources they need to say yes - in a single, neat link.
‍
Then track everyone who visits your links, their titles, contact info, and more.

Explore digital sales rooms ->

Onboarding Hubs

Build onboarding checklists with task owners, due dates, and notifications.

Track progress & keep customers on the right track for success.

Explore onboarding hubs →

Client Portals

Custom-branded, personalized portals to wow your clients.

Manage renewals & upsell more efficiently for all parties.

Explore Customer Success use case ->

A screenshot of a flow used for customer success

How it works?

Why sales & CS teams love Flowla

77% of B2B buyers say
their last purchase was difficult.

See how a flow link removes friction:

Take me to the flow

Keep doing exactly what you do today.
No training, no extra work, no hassle.

1. Workspaces get created automatically

- Call booked on Calendly
- Deal closed won on HubSpot
- New user on your product

You decide which flow should be created when. Let automation do the rest.

Design showcasing the automated flow creation process & triggers.

2. Workspace link is sent to your clients on autopilot

The contacts associated with your CRM deal will receive the workspace link from your company email address.

No need for manual follow ups.

Image representation how Flowla automatically sends clients an email with the flow link

3. Everything is recorded in your CRM

- New contacts who viewed your workspace
- Comments left by your clients
- Deal progress

All is synced right back to your CRM on a deal, contact, and company level.

Image representation Flowla's CSM sync functionality

4. Revenue leaders get weekly AI summaries

Highlights of the week delivered straight into your mailbox.

Never miss an important update in your pipeline & know exactly what requires your attention.