What is Flowla?
Flowla is an AI-powered platform for creating Digital Sales Rooms (DSRs) that streamline human-led sales, onboarding, and implementation processes. It provides a centralized, branded deal room where buyers can access all necessary materials, while sellers benefit from an AI enablement engine that automates deal progression without added administrative burden.
Key features include AI-driven Mutual Action Plans that facilitate collaborative client engagement, robust Reports & Analytics offering unprecedented insights into deal health, and Forms & Surveys for seamless data collection and synchronization. The platform integrates with major CRM tools like HubSpot, Salesforce, and Attio, as well as communication platforms like Slack and Zapier, ensuring smooth workflow integration. E-signature capabilities allow signatures to be collected directly within rooms, and a comprehensive Content Management system serves as a one-stop library for sales and customer success materials.
Flowla is designed for various use cases: closing deals with a smooth, trackable process; onboarding clients seamlessly to boost adoption; creating client portals for QBRs, renewals, and upsells; and orchestrating RevOps to build a predictable revenue machine. Success stories include UserGuiding increasing close rates by 34% and Insider streamlining client onboarding.
Technical details: The platform offers ready-to-use room templates, a Flowla University for user education, and a resource library with blogs, ebooks, and guides. It supports custom branding and provides a sample workspace for exploration. Flowla is ideal for revenue teams looking to enhance efficiency, reduce admin work, and gain deep visibility into deal and onboarding progress. By uniting all client-facing activities in one place, it helps teams move deals forward faster and improve customer experiences.
Use Cases
Key Features
AI driven Mutual Action Plans Reports & Analytics Forms & Surveys CRM integrations e signature collection Content Management system deal room automation client onboarding portalsWho is it for?
sales teams, customer success managers, onboarding specialists, account executives, B2B sales organizations, implementation teams
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