Flowla

A client-facing workspace designed for sales and customer success teams to streamline buyer journeys and automate workflows effectively.

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About Flowla

Flowla is a collaborative client-facing platform tailored for sales and customer success teams. It consolidates documents, tasks, calendars, and chats into a single shareable link, simplifying buyer journeys, fostering collaboration, and increasing win rates. With interactive and personalized spaces, teams can automate processes, engage clients effectively, and manage revenue pipelines from start to finish.

How to Use

Create a digital sales or client workspace in Flowla by consolidating all essential materials into a single shareable link. Automate follow-ups, identify key stakeholders, and facilitate seamless sales-to-CS transitions. The platform also provides AI-generated actions for review and approval, ensuring human oversight at every step.

Features

Seamless integration with CRM, AI Notetaker, Email, Slack, and more

Data collection through customizable Forms and Sheets

Flowla AutoPilot for intelligent workflow automation

Centralized content management system

Built-in e-signature capabilities

Comprehensive reports and analytics

AI-powered assistants for streamlined tasks

Dedicated digital sales rooms for client engagement

Use Cases

Seamless client onboarding for faster adoption

Managing accounts for QBRs, renewals, and upsells

Closing deals with a smooth sales process

Building a predictable revenue pipeline with revenue intelligence

Best For

Sales teamsRevenue leadersCustomer onboarding specialistsAccount executivesSales operations managersCustomer success teams

Pros

Enhances customer success team productivity

Automates sales and onboarding workflows

Speeds up client onboarding processes

Integrates with leading CRM and communication tools

Provides AI-driven assistance with human oversight

Boosts deal closure rates

Unifies all buyer-related materials in one workspace

Cons

Team plans require a minimum of 5 seats

Some features are exclusive to higher-tier plans

Enterprise plans need at least 20 seats

Pricing Plans

Choose the perfect plan for your needs. All plans include 24/7 support and regular updates.

Starter

Free per user monthly plan. Includes all Pro features and 5 free rooms for unlimited use.

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Pro

$49

Monthly per-user plan for individuals and small teams. Includes unlimited rooms, analytics, content library, data collection, e-signature, and full CRM and app integrations.

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Team

$79

Monthly per-user plan for growing teams. Includes all Pro features plus AutoPilot workflows, AI assistants, custom domains, and management dashboards. Minimum of 5 seats required.

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Enterprise

Custom

Customized plans for large organizations. Includes all Team features plus SSO, dedicated support, branded interface, and tailored onboarding. Minimum of 20 seats.

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Frequently Asked Questions

Find answers to common questions about Flowla

Is Flowla secure and compliant?

Yes. Flowla prioritizes your privacy and data security, adhering to GDPR, UK GDPR, PECR, and CCPA standards.

Can I use Flowla without paying forever?

Absolutely. Our free plan offers limited rooms but remains free indefinitely for organizations with up to 5 rooms.

Can I cancel my subscription at any time?

Yes. Monthly plans are billed month-to-month, with no long-term commitments. You can cancel anytime without penalties and restart whenever needed.

How do I upgrade my plan?

When reaching the free plan’s room limit, you'll receive an email and dashboard notification. Upgrading is quick via secure Stripe checkout, and for multiple seats, you can contact us for assistance.

What exactly is a 'room' in Flowla?

A room is a private client workspace used for sales or onboarding. Each room is a unique link that consolidates all related materials, actions, and stakeholders, typically managing one process or client.

Why is billing based on seats instead of rooms?

Seating-based billing allows unlimited rooms per user, enabling your team to create as many workspaces as needed while paying only for active users involved in process creation.

Do I need to pay for all team members?

No. You only pay for users who create or manage rooms. Others can be invited as viewers, access content, but are not billed.

Does Flowla integrate with other tools?

Yes. Flowla connects seamlessly with CRM platforms like Salesforce and HubSpot, as well as tools such as Loom, DocuSign, Calendly, Canva, and Figma, among others.