Build a powerful revenue motion with rooms + AI workflows
Beautiful deal rooms for clients. No-code AI workflows & buyer insights for your team. Collaborate seamlessly with clients and automate a repeatable, scalable process for sales & CS success.
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Loved by AI-Native Sales, CS, RevOps teams
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Remove the back & forth. Deliver a seamless buying experience with deal rooms.
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Unite all materials & stakeholders in one room
Speed up sales & CS by 34% with interactive rooms where you can embed anything.
Enable champions with a single source of truth & make client collaboration simple, trackable, and repeatable.
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Rooms are tailored for your buyers automatically
Deliver a white-glove experience custom-branded with:
- Your client's brand colors, logo, company name
- Primary contact's information
- Your team members' contact details & more.
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Give every buyer the same great experience, every single time
Deliver a seamless, consistent experience to your clients with templates.
Ramp up new team members in no time, ensure everyone follows the same winning process, and scale success.
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Sales, CS, RevOps teams do much more with less
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Skip siloed execution. Build a fully connected system with deal rooms.
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.
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Set up automations across your tools with no-code workflow builder
Flowla is the only deal room with a native AI workflow builder. Automate rooms and the rest of your stack, easily configure every detail, and build a motion that fits your business.
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Execute actions at exactly the right moment
Ensure a seamless, consistent process across your team without micromanaging.
With AI Workflows, you can trigger a series of custom actions based on signals from your CRM, calendar, deal room and more.
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Turn deal room signals into action, hands-free
Flowla captures granular buyer signals that you can act on with automations to drive deal momentum.
🪄 New decision maker in room? → A tailored intro email is waiting in your Gmail drafts
🪄 No room activity in 7 days? → Custom check-in message drafted based on deal history, AE is nudged on Slack
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Takes room management & admin off your plate
Flowla isn't yet another tool your team has to manage.
Workflows handle busywork like:
- Creating room visitors as contacts in CRM
- Unlocking next room stage when a contract is signed
- Syncing form responses to CRM fields
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Save hours with AI handling busywork
Your team focuses on high-value tasks while AI Agents handle busywork like drafting:
• Business cases & handoff notes
• Custom rooms & assets
• Follow up emails, and more.
Hover to explore how you can automate every step of your pipeline ⬇️
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Have other automations in mind?
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Know exactly what's going on with your buyers, team & pipeline
Identify every single stakeholder to multithread
See everyone inside deal rooms, their titles, what materials they look at & how long, where influence sits.
Engage the right people with the right message to shorten cycles.
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Skip the ‘black box’ for real-time buyer signals
Keep pulse on deals in between meetings & know how to drive momentum with actionable data.
Get instant alerts on every buyer activity, deals warming up, or at risk.
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Understand what works. Fix what doesn't.
Get a 360, unbiased view of:
- Content that resonates with buyers
- Where deals consistently stall
- Rep behaviors and top-performer patterns
Then template your winning formula to scale success.
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Collaborate with clients inside a single link. Speed up sales & onboarding by 35%.
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Make it easy for clients to complete any task
Flowla's interactive action plans are actionable & host content inside, so clients get things done in a single tab.
Get contracts signed, collect data & documents, have clients review videos, and more.
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Track progress, spot stalls, honor deadlines
Give your team a single view to see where each client onboarding process stands.
AI-powered suggestions help you notice & unblock stalls immediately with ease, before momentum is lost.
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Drive progress without chasing clients
You set deadlines & task owners, Flowla automatically nudges them so everyone completes actions on time.
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Everything you need to eliminate friction in your client-facing processes
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AI Documents
Create impactful assets with the support of AI in seconds.
Content Library
Manage, find, and share all your collateral from a central location.
Forms & Data Collection
Built-in forms to collect data & documents right inside the room.
E-Signature
Get documents signed securely without another external tool.
Enterprise-grade security & compliance.
Your data and buyers are safe with Flowla.
We follow the strictest global standards and offer multiple protection options, so you can choose what fits your business.
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SOC 2 Type II, GDPR, and CCPA compliant
Password + email verification for rooms
Multi-factor authentication
Go live in 2 weeks. Fully adopted by your team.
We support you through every step to ensure rooms are actually getting used by your team & buyers, and you're seeing real results. Book a short demo to get started.
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