End project chaos with Mutual Action Plans

Sales & CS move faster with one shared plan that keeps clients aligned and accountable; without the chasing or admin.

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Loved by AI-native Sales & CS teams 💙

Buyer confusion out,
alignment & progress in

Replace messy email threads & spreadsheets with a single, step-by-step mutual action plan that keeps everyone engaged and on track for sales & onboarding.

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Fuel momentum in complex sales & onboarding

Hold everyone accountable and run a structured process

Track progress, spot stalls, save deals

Give your team a single view to see where each client stands.

AI-powered suggestions help you notice & unblock stalls immediately before momentum is lost.

Ensure accountability & hit deadlines

You set deadlines & task owners, Flowla automatically nudges them so everyone completes actions on time.

Focus on clients, not the chasing - projects move forward effortlessly.

Ensure perfect execution, every single time

Deliver a seamless, consistent experience to your clients, and ramp up new team members in no time.

Templates ensure your entire team follows the same process.

AI & Workflows

Launch & manage plans with zero effort

Flowla is designed to take work off your plate - not add to it.

- Instantly build personalized action plans with AI
- Unlock next steps automatically based on triggers
- Sync every progress to CRM via workflows, and more.

Jonathan Lewell
Senior CS Manager

I have a few more questions…

Who is Flowla for?

Flowla is built for revenue teams - Sales, Customer Success, and RevOps - who run complex, human-led B2B sales and onboarding processes.

It’s a great fit if you:

 • Deal with scattered emails, decks, and tools as you work with multiple stakeholders
 • Lack clear visibility into who’s involved or engaged, what’s stalling, or what needs to happen next
 • Want to tighten up inefficient, manual workflows without adding more admin work.

If this sounds like you, and you'd like to learn more, you can book a 15-minute demo here.

Can multiple teams use Flowla?

Yes.‍ Unlike most digital sales rooms that focus purely on pre-signature deals, Flowla supports the full end-to-end journey, where CS & RevOps are never an afterthought.

In fact, our happiest customers are those that use Flowla across multiple teams. That’s when you see the full impact:

 • Your customers experience one consistent, continuous, well-supported journey
 • Handoffs between teams feel fluid, instead of disjointed across tools and processes
 • Sales, CS, and RevOps share visibility into engagement and progress, all aligned around one source of truth

If you have specific questions, you can book a short call here.

Can Flowla integrate with my existing tools?

Yes. Flowla offers native integrations with CRMs like Salesforce, HubSpot, Attio, and others.

We also connect with tools like Slack, Gong, Fireflies, Gmail, Outlook, and more, so you can build end-to-end workflows without disrupting your current processes.

To learn more, check out our integrations page.

How does implementation work?

We’ve designed onboarding and implementation to be very easy & straightforward, so you can be up and running in 14 days or less.

Our support team is also available to help you every step of the way. We provide personalized onboarding and training, plus ongoing support to ensure a smooth transition.

If you have specific implementation needs, we’re always available for a quick chat to discuss them.

How does Flowla accommodate enterprise-level needs?

Flowla is built with scalability in mind and offers flexible options for larger organizations. Our platform can:

 • Handle complex workflows
 • Support multiple teams & users
 • Integrate with your existing enterprise systems to ensure a smooth experience

If your organization has specific requirements, get in touch and we’ll be happy to explore how we can support you.

Is Flowla safe?

Yes. Flowla was built with both your and your customers’ privacy in mind. We follow strict data protection and compliance standards and are compliant with:

 • SOC2 Type II
 • GDPR (Europe and UK)
 • PECR
 • CCPA

You can access our Privacy Policy, Terms of Use, Data Processing Agreement, and data compliance memo on our Security page, or directly from this room, and share them with your team.

How many rooms can I create?

We don’t cap your team's productivity. On a paid Flowla plan, your team members can create as many rooms as they need to manage their processes effectively.

We only charge per seat. That way, your entire team can collaborate on rooms and shared materials & assets, while still having the freedom to run their processes in the way that works best for them.

If you’d like to try Flowla on a free plan, you can create up to 5 rooms to test it with your clients.

Do you offer a free trial?

Yes. With Flowla’s free plan, you can create up to 5 rooms to try Flowla with your clients and see the impact for yourself.

Get started by creating a free account here.

Let's build your winning Mutual Action Plan

Book just 15-minutes. Our team will connect immediately to discuss your needs.

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