Flowla

Flowla is an AI-powered digital sales room platform that creates collaborative workspaces for sales and customer success teams. Think of it as a smart command center that replaces messy email chains with organized, branded spaces where all your sales activities happen in one place.

The platform combines traditional digital sales rooms with intelligent automation. While you get the benefits of centralized content and mutual action plans, Flowla's AI agents work behind the scenes to draft follow-ups, identify new stakeholders, sync data to your CRM, and prepare onboarding materials. Everything the AI suggests goes through a review queue, so you stay in complete control.

Flowla integrates seamlessly with popular tools like HubSpot, Salesforce, Slack, and DocuSign, making it easy to incorporate into existing workflows without disrupting your current setup.

Using Flowla is straightforward and designed for busy sales teams. Step 1: Set up your workspace by connecting your CRM and other essential tools through Flowla's integration hub. The platform offers pre-built templates for common sales processes, so you can get started quickly.

Step 2: Create your digital sales room by adding your sales materials, presentation decks, case studies, and proposal documents to the content library. Customize the room with your company branding and colors to maintain a professional appearance.

Step 3: Build your process flow using mutual action plans that outline clear steps, deadlines, and responsibilities for both your team and the buyer. This keeps everyone aligned on next steps and timelines.

Step 4: Share and collaborate by sending prospects a single branded link to access everything they need. The built-in chat feature keeps all conversations in context.

Step 5: Let AI handle the routine work - Flowla's AI agents will draft follow-ups, track engagement, and suggest next actions through the review queue for your approval.

• AI-powered workflow automation with human oversight

• Digital sales rooms with custom branding

• Mutual action plans and task management

• Real-time buyer engagement analytics

• Content library and asset management

• CRM integration and data sync

• Built-in chat and collaboration tools

• Client onboarding and success portals

• Template library for quick setup

• Mobile-responsive buyer experience