Help customers fall in love
with your product 💙
Curate your onboarding content & project plans in one interactive link.
All feeding directly into your CRM. All on autopilot.
Create and share custom success plans on autopilot
1. Automatically create flow links
We map to your existing workflow & data to create a personalized flow when:
- A new deal is won in your CRM
- New meeting booked
- New user signed up
or anything else.
2. One magic link for each customer
Transform all curated product resources & action plans into one interactive journey.
Send the link in your existing messaging thread, or simply have it added to your client's dashboard inside your product.
3. Get weekly AI summaries & know exactly what requires your attention
Always know the answer to the question “Where do we stand with that company?”.
Keep track of all internal & external activity, and view actionable insights.
Turn clunky spreadsheets and
a million documents into
one interactive onboarding journey.
The ultimate toolkit to handhold customers towards success
Handle all complexity with Gantt charts
Got a complex & high touch process to run?
Have Flowla handle it for you, and enable better client collaboration.
Hold buyers accountable too!
When all your process management tools are internal, it's hard to empower buyers to move things forward.
Have your action plans client facing. Build transparency and hold prospects accountable.
Collect data and documents with ease
Use Flowla forms to collect information & documents and instantly feed all into your CRM.
Have buyer actions update your CRM in real time
Don’t rely on client convos or your team’s notes.
Have real-time data on your clients’ processes, without lifting a finger.
Need one last proof to tip the scales?
We have many, many happy users who love Flowla!
Try Flowla Onboard before everyone else
Sign up for the waiting list to be the first to explore.