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Make client onboarding simple, trackable, repeatable
Help clients reach value faster without extra admin. Flowla is a customer onboarding platform with AI-assisted workflows to run a seamless process, at scale.
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Loved by AI-native Customer Success teams
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Say goodbye to fragmented client onboarding
Still onboarding over emails & spreadsheets? When the experience is staggered across different platforms, momentum breaks. Flowla is your modern client onboarding platform that makes taking action easy, ownership clear, and progress visible.
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Unite every resource & stakeholder in one link
Flowla's client portals help you run client onboarding from one central space, complete with resources and action items.
Align clients & internal teams with ease.
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Launch & manage onboarding rooms with zero effort
Flowla is designed to take work and stress off your plate. That's why it can:
- Instantly build personalized onboarding portals with AI
- Unlock next steps automatically based on triggers
- Sync every progress to CRM via workflows, and more.
You focus on building value for clients. We handle the rest.
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“Flowla reduced our onboarding time by 35%. Everybody can see exactly where we are, where we need to go, and take action."
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Built with onboarding & implementation in mind
CS is not an afterthought at Flowla. Unlike other deal room solutions, we have robust, built-in project management tools to help you handle any process, however complex.
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Interactive Mutual Action Plans
Your clients take action in one place, without going to another tab.
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Forms & Data Collection
Built-in forms to collect data & documents right inside the deal room.
Flowla AutoPilot
Automate the tedious bits of client onboarding with of AI, workflows, and more.
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Email & Slack Notification
We nudge clients for you when they're late on a task, and keep you in the loop via Slack.
Chat & Collaboration
Unite your conversations with clients in one place, and easily discuss content & tasks.
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Gantt Charts & Board View
All stakeholders know where the process stands, what's completed or overdue.
Ensure a structured, reliable, repeatable process, hands free
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Track progress, spot stalls, honor deadlines
Give your team a single view to see where each client onboarding process stands.
AI-powered suggestions help you notice & unblock stalls immediately with ease, before momentum is lost.
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Clients take action without the chasing
Make it easier for clients to know what they need to do & act.
You set deadlines & task owners, Flowla automatically nudges them so everyone completes actions on time.
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Run a consistent, defined process, every time
Provide a seamless experience to your clients, and maintain consistency across your team.
Templates ensure your entire team follows the same proven process.
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Works where you work
We don't pull your team outside of their tools. Flowla integrates deeply with your CRM, email, and other platforms to keep everthing flowing seamlessly.
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Go live in 2 weeks.
No extra admin work.
Getting started with Flowla is easy.
Book a short demo, and our team will guide you on your next steps towards a seamless, automated client onboarding process.
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