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Make client onboarding simple, trackable, repeatable.
Help clients reach value faster without extra admin. Onboarding rooms carry your deal's context forward, so nothing starts from scratch.
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Loved by AI-native Customer Success teams
Say goodbye to fragmented client onboarding
Onboarding shouldn’t live across emails and spreadsheets. Flowla brings the whole process into one place, so ownership and progress are always clear. REX keeps track of what’s done and what’s next, so nothing slips through the cracks.
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
You focus on building value for clients. Flowla handles the rest:
- Instantly build personalized onboarding portals with AI
- Unlock next steps automatically based on triggers
- A deal closes won on the CRM → REX builds the onboarding plan from the sales call notes, ready in the room before the kickoff call
Every onboarding room, branded intentionally
Layout, components, fonts, colours. Every room can carry your brand, or your customer’s, fully.
- Set the theme once, and every room downstream stays on it
- Every asset REX generates fits the theme automatically
- On-brand at scale, not a design review on every room
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REX reads the room. You get the next step to go live.
REX reads progress across every onboarding room, then comes to you with the next step already drafted. One click to approve.
Every call, email, calendar invite, and room engagement. The full picture.
Catches the pattern before the rep does, and surfaces the next best move.
Builds rooms, maps stakeholders, drafts next moves & the plan to win, updates the CRM.
REX reads the sales calls and room history from the deal that closed
It builds a personalized onboarding plan on top of your default template, adding the specific steps this customer needs, like a security review flagged on the sales call
Nothing gets re-entered by hand, and nothing gets lost in the handoff
A task owner hasn’t completed their step, and the deadline is close
REX nudges the right person before the call or the deadline slips
One click sends the reminder, or you let it go out automatically
The customer asks about a feature or process mid-call
REX finds the right onboarding resource and adds it to the room automatically
The customer has the answer waiting the moment the call ends
One onboarding room, every team on the same page
faster time to implement
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reduction in onboarding time
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rep adoption
increase in forecast accuracy
Seamlessly collaborate with clients on any process, no matter how complex
Track progress, spot stalls, honor deadlines
Give your whole team a single view of where each onboarding stands, with Gantt-chart visualisation.
REX flags a stall the moment it happens, so momentum doesn’t rely on someone noticing.
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Clients take action without the chasing
Make it easy for customers to know what they need to do and when, without a follow-up email from your team.
You set deadlines and task owners. Flowla automatically nudges the right person so everything stays on time.
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Make it easy for clients to take action
Flowla’s interactive action plans are actionable and host content inside, so clients get things done in a single tab.
You set deadlines and task owners, we will automatically nudge them so everything stays on track.
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Get documents signed right inside onboarding rooms
Flowla has built-in e-signature so you provide a smooth experience to your customers without paying for another tool.
Have a leaner toolstack without compromising on security.
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Collect information and sync it to CRM automatically
Flowla’s native forms let you collect any information or document from your customer, right inside the room.
That data syncs into your CRM fields automatically through workflows.
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Run a consistent, defined process, every time
Provide the same onboarding experience to every customer, and maintain consistency across your whole team.
Templates ensure every onboarding follows the same proven process from day one.
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Onboarding rooms that work where you work
Flowla does not pull your team outside their tools. It connects with your CRM, notetaker, and the rest of the stack to keep everything flowing.
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Flowla works alongside the tools your CS team already uses. Health scores and playbooks feed in, they don't get ripped out.
Flowla reduced our onboarding time by 35%. Everybody can see exactly where we are, where we need to go, and take action.
Frequently Asked Questions
What is an Onboarding Room?
A shared space where your team and your customer run onboarding together: tasks, deadlines, resources, and stakeholders in one link. REX builds and maintains it for you.
Does sales context actually carry over from the deal room?
Yes. The room a deal closes in becomes the onboarding room. REX reads the sales calls and room history to build the first version of the onboarding plan, so your team isn’t starting from a blank page.
Will this replace the tools our CS team already uses?
No. Flowla sits alongside your existing CS stack. Health scores and playbooks feed in rather than getting ripped out, so you’re not asking your team to adopt something new from scratch.
How fast can a customer go live?
Most teams go live within two weeks of setup, with no extra admin work. Customers like mindbody report a 34% reduction in time to implement.
How does REX know when a task or deadline is at risk?
REX watches task progress, deadlines, and room activity. When a step stalls or a deadline is close, it drafts a reminder before the meeting or task gets missed, rather than leaving your team to notice on their own.
How customizable are onboarding rooms?
Themes carry your colours, logo, and heading styles into every room automatically, set once at the team level.
How secure are onboarding rooms?
Flowla rooms are SOC 2 certified and GDPR compliant, with permission controls at the room level so you decide what each stakeholder can see.
Which tools do onboarding rooms integrate with?
Flowla connects with your CRM, call notetaker, email, and collaboration tools, so REX can act on context from every source without your team leaving the room.
What should I look for when choosing an onboarding tool?
Look for CRM integration, progress tracking, and branding. The part most tools miss is an agent that acts on what’s happening, rather than just reporting it back to you.
Go live in 2 weeks. No extra admin work.
Book a short demo and we’ll show you the room running underneath a real onboarding, sales context, progress, and REX already at work.
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