Flowla Howto
Flowla is a client-facing workspace platform that helps B2B sales and customer success teams create personalized digital journeys to accelerate deals and streamline onboarding.
View MoreHow to Use Flowla
Sign up for Flowla: Visit the Flowla website and sign up for an account. Your first 5 flows are free with no credit card required.
Create a workspace: Workspaces are automatically created when certain triggers occur, like booking a call on Calendly or closing a deal in your CRM. You can also manually create workspaces.
Add content to your workspace: Upload or link sales materials, documents, videos, and other content relevant to your sales process or customer onboarding. Flowla integrates with many tools like Google Slides, Loom, PDF, YouTube, etc.
Customize your workspace: Organize your content into a logical flow, add tasks and action items, and personalize the workspace for your specific client or prospect.
Share the workspace: Send the unique workspace link to your client or prospect. This happens automatically if integrated with your CRM.
Track engagement: Use Flowla's analytics to see how clients interact with your content, which materials they view, and track overall deal progress.
Collaborate with clients: Use the workspace as a central hub for all communication, task management, and document sharing throughout the sales or onboarding process.
Review AI summaries: As a revenue leader, receive weekly AI-generated summaries highlighting important updates and actions needed in your pipeline.
Flowla FAQs
Flowla is a sales enablement tool that creates personalized digital buyer journeys for remote selling teams. It allows users to bundle multiple materials into a single flow and share with prospects, eliminating the need for back-and-forth emails.
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