the easy of use and set up of rooms is super intuitive, and its easier to show clients how to use it other than other softwares

Flowla has brought structure and clarity to our previously messy process sales and onboarding process. With Flowla we’re able to add everything into the deal rooms for all relevant stakeholders to access (sales materials, forms, MAPs, e-signatures and communication). What surprised us most were their automations, tasks like follow-ups, deal room creation, and client reminders happen in the background without manual effort. This has freed up a lot of time for the team. I also appreciate how intuitive the UI is. Even non-technical clients immediately understand where to go, what to do next, and how to find information, which isn’t something we’ve seen with other tools.

The biggest win for us has been continuity across the customer lifecycle. We used to hit a wall at signature: the sales room stayed behind, CS started from scratch, and the buyer experience felt completely disjointed. With Flowla, the same room carries straight through into onboarding. All the context built during the deal, the different stakeholders, relevant engagement history, mutual action plan, are all still there when CS takes over. I’m a big fan of the following features: MAPs with Gantt views, built-in e-signatures and data intake forms. The reason is that they have removed a lot of the back-and-forth for us. We used to manage all of this over email during implementation and it has helped improve efficiencies across our work.