Streamline data collection with smart forms

Collect data & documents from stakeholders right inside your client-facing workspaces. Then sync that information to your CRM and other tools, hands-free.

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Skip the back and forth & collect data right inside rooms

Eliminate friction from processes. No more email attachments or chasing down the "final" version of spreadsheets.

Collect any information directly inside the shared deal room your clients know & love.

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Gather any type of information, for any process

Flowla Forms support 11 different data formats, so you can customize forms to fit your needs throughout the customer lifecycle:

- Capture requirements during sales
- Collect setup information for onboarding
- Run account health check surveys for CS

AI & Workflows

Sync form responses to your CRM & database

Save hours with workflow automation that takes busywork off your plate.

Map Flowla Form fields with CRM properties. When a new form response is submitted, your CRM gets updated, hands-free.

See workflows live in a demo →

Sales & CS teams do so much more with less

AI & Workflows

Stop chasing stakeholders for information

AI workflows automate the follow-ups and chasing for you, so processes stay right on track and deal momentum never dies.

Keep everything flowing and shorten time to value by 34%.

Explore Flowla AI in a demo

Form Templates

Standardize how your team gathers information

When reps collect data across different channels, details get missed.

Create fully customizable form templates for every process and guide what your team captures, when. Run a more reliable, repeatable operation.

Collect information & documents securely

Your data and buyers stay protected with enterprise-grade security & compliance.

We follow the strictest global standards and offer multiple protection options, so you can choose what fits your business.

Learn more about Security at Flowla →

SOC 2 Type II, GDPR, and CCPA compliant

Password + email verification for rooms

Multi-factor authentication

No more siloed execution.
Connect all your tools with Flowla

We don't pull your team outside of their tools. Flowla integrates deeply with your CRM, email, and other platforms to keep information and actions flowing seamlessly.

Explore integrations →