Flowla Reviews & Product Details

We’ve evaluated a handful of digital sales rooms in great detail before landing on Flowla. Out of all the platforms we've tried, Flowla is by far the most well-structured, well-communicated tool. It is the best-looking one, with a UI that guides our clients through the process step-by-step, unlike the ‘microsite’ layout of other tools, which can be confusing. It is also very robust and packed with powerful features to automate the sales process every step of the way. Our team is very happy with it, and I’m particularly excited about the automated workflows they have. Review collected by and hosted on G2.com.

We've not had any problems or concerns with Flowla. Review collected by and hosted on G2.com.

We’ve started to use Flowla for our team’s post-demo follow ups, and we’ve really been liking how it automates the whole process. It automatically creates detailed follow up notes from call transcripts, adds the notes to a deal room alongside other materials and resources for the customer, and even generates the email that will be sent with the room link through AI agents. Everthing is handled in less than 5 minutes, which saves the team a lot of time and effort. And we’ve found that it’s pretty effective in keeping prospects engaged and warm after the call, and reduces ghosting. Review collected by and hosted on G2.com.

So far, I was unable to point out negatives Review collected by and hosted on G2.com.

I love Autopilot feature and mutual action plans the most. Our onboarding process is task-heavy and requires a lot of collaboration with clients so Flowla’s onboarding rooms are the perfect fit.

Mutual action plans are super flexible and hold many types of materials and tasks inside, where our clients can take action very easily without leaving the room.

And the automated workflow feature allows our team to run the onboarding process super smoothly and keep everybody on track and sticking to the deadlines. We’ve set up automated reminders to ensure that nothing is delayed or forgotten. Review collected by and hosted on G2.com.

Our onboarding for new clients is quite extensive so working out the kinks in the beginning was a bit difficult. That being said, the Flowla team was there to help every step of the way and even changed a few things to fit out use case. Review collected by and hosted on G2.com.

As Head of CS I want to know where we stand with each client and each onboarding process at all times, and the insights & data points that Flowla provides are unlike anything we’ve seen with any other tool. Their reports are far more superior to alternatives, and extremely granular. I can see more clearly where the processes are stalling the most often, where our clients are getting stuck, which team members are outperforming and why. This allows me to know where we need to improve our onboarding & implementation processes, then act on it, which is extremely powerful and valuable for a team leader. Review collected by and hosted on G2.com.

We’ve struggled with the Intercom help articles not being detailed enough, but they seem to have fixed it at present. Review collected by and hosted on G2.com.

The room template and mutual action plan structure. It ensures the whole team sticks to the onboarding & implementation outline that's been decided on, and every process is being run and executed in a consistent fashion. This consistency ensures we're providing the same quality of service to each and every one of our clients, which is crucial. It also ensures every onboarding and collaborative process with clients are being handled in the most efficient way possible. Review collected by and hosted on G2.com.

We're eagerly waiting for some of the new autopilot workflows that are in the works, but no dislikes other than that. Review collected by and hosted on G2.com.

Thanks to Flowla we’ve killed our spreadsheet onboarding and replaced it with Flowla rooms. We’re able to collect info and documents from clients with built in Flowla forms without having to use another form tool, push the collected information to HubSpot, build mutual action plans with clients and so much more. It even nudges clients on our behalf if they’re late to complete a task. Clients see a live timeline of the process, we’re able to track progress on each project, and everything is managed so neatly and effectively that we’re now onboarding clients 30% faster. Our team loves it! Review collected by and hosted on G2.com.

We absolutely love it so no complaints on my end. Review collected by and hosted on G2.com.

As a Customer Success Manager, I’m pretty impressed with the automated handoffs and how seamless it makes the whole process. When an opportunity is closed won on the CRM, it triggers a Flowla workflow, and the handoff agent builds a complete handoff summary with that particular client’s goals, their entire tech stack, contacts, everything - then it attaches it to the onboarding section of the deal room and unlocks it. Then it notifies the CS Slack channel. A process that’s usually cumbersome becomes super easy for CS as well as sales teams, and customers love the smooth transition and being able to continue using the same link that they’ve had for the sales process. It’s a win for everyone. Review collected by and hosted on G2.com.

For now everything seems very well thought out - kudos to the team! Review collected by and hosted on G2.com.

Flowla makes it incredibly easy to build polished, high-impact sales flows in minutes. The UI is clean, intuitive, and genuinely pleasant to use.

The ability to centralize everything (docs, videos, deck snippets, timelines, next steps) into a single interactive space is a game changer for keeping prospects engaged. Review collected by and hosted on G2.com.

The customization options (fonts, layouts, advanced branding) could be a bit more flexible for teams with strict design guidelines. Review collected by and hosted on G2.com.

What I appreciate the most is being able to build proposals with the AI agent in seconds. It pulls information about the client from the CRM, gathers the pain points from the call transcript, and drafts a custom and branded PDF for that client, following my outline. I just go over it to polish some parts and approve to have it sent to the client automatically. What used to take an hour is now 10 minutes tops. It’s a huge help for me. Review collected by and hosted on G2.com.

There’s nothing in particular that I dislike about Flowla. Review collected by and hosted on G2.com.

I really appreciate how intentionally built Flowla feels when you’re using it. It’s very well thought-out for implementation use case. Everything I need to be able to run a process with a new client, I’m able to do. Mutual action plans, embedding materials right inside task items, special workflows to nudge clients when they’re behind on something or have been inactive for some time, kanban board view for projects. Our team uses it for different purposes, but for me and specifically for the implementation use case, it’s become my right hand tool. Review collected by and hosted on G2.com.

I’ve played around with the custom agent building feature a little bit, I feel like it could be a bit more advanced, but I guess they’re still improving things on that side. This was just me exploring out of curiosity, nothing that’s blocking my workflow. Review collected by and hosted on G2.com.