Flowla has completely transformed the way I manage onboarding and client communication and took a major weight off my shoulders. I used to spend way too much time manually pulling resources for each client, copying and pasting things, it was a huge time commitment that was distracting me from more high value work.

Now I’m able have all the key information organized and accessible in one place for clients, so they don’t need to depend on me to move forward with the process, and I don’t stress thinking that I’m stalling any project.

The biggest plus though is that fact that the Flowla room management process itself is fully automated. With workflows and other automations, I’m able to automate most of the deal room related tasks, CRM syncing, creating the rooms, nudging clients. It’s incredibly incredibly powerful. Review collected by and hosted on G2.com.

Honestly, there's not much to dislike. There’s always room for improvement in automation and customization that they’re working hard on but Flowla already goes way beyond solving the core pain points we had. Review collected by and hosted on G2.com.

Flowla’s helping me provide a much more polished and organized buying experience to our clients, but I particularly like their automated functionalities which is something other digital sales rooms seem to not have. Like automated deal room creation, where a trigger from my CRM automatically builds the the deal room, and it comes pre populated and personalized with my prospect’s and their company’s details. It’s a huge convenience and a time save for us. The AI features they’ve recently launched also seem interesting. Review collected by and hosted on G2.com.

Not much yet. They've ben cranking out updates that make the pro9duct much more AI first. Review collected by and hosted on G2.com.

The new AI agents they rolled out with Flowla 2.0, particularly the email composing agent. The minute my call transcript hits the system, it drafts a follow up with references to my prospect’s pain points, what we’ve discussed during the call, next steps . It lands in a queue to be reviewed where I can change things if I want to and then send it with a click. I easily save around thirty minutes per call. It’s a big big help. Review collected by and hosted on G2.com.

There are a couple more integrations I would love them to consider in the long term! Review collected by and hosted on G2.com.

Engagement analytics and how our clients are able to interact throughout the journey. Flowla has the most detailed and useful analytics & insights out of all client portals, which is a major decision criteria for us. To be able to see where we stand with each client and how our team is performing at any given time in RevOps, so it’s making our life a lot easier.

Another standout feature is the Gantt chart view on project plans. Makes its very easy to clearly outline the process timeline to our customers for better communication.

And finally, we’ve recently started implementing workflows and autopilot, which not only will be a major time saver for us, but it’ll also ensure consistent execution across our team.

Overall, we’re very happy with Flowla and their team was able to support us throughout the whole process. Review collected by and hosted on G2.com.

Nothing to really mention here. From pre-sales and up until now we are having great results. Review collected by and hosted on G2.com.

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’ven 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.