A Flowla deal room - a flow - is a private link between you and your clients.
We automatically customize it with your client’s branding for a personal touch.
A flow gives your clients a convenient, unified space to find all the relevant materials.
You can embed pretty much anything to a flow - PDFs, videos, slides, Calendly links, forms, DocuSign contracts, and even pages from your website!
What can I add to a flow? ->
You can create sales & onboarding checklists for every stage of your process, then:
- assign task owners
- set due dates
- put relevant resources inside the task.
Your teammates and clients can then complete the tasks to move processes forward.
Flows are collaborative spaces. After it’s ready, all you need to do is share it with your clients and whoever else is involved in the process.
You can also password gate the flows for extra security.
Your first 5 flows are free. No credit cards, no commitments.