Flowla | Digital Sales Rooms and AI Workflows for Salesforce
Sales & CS teams close deals & onboard clients faster with AI deal rooms
Overview
Sales, Customer Success, and RevOps teams close deals & onboard clients faster, and eliminate busywork with: - Collaborative, buyer-facing deal rooms mapping to Salesforce Opportunities - Buyer engagement insights - AI Agents & workflow automation
See How Flowla | Digital Sales Rooms and AI Workflows for Salesforce Works
KEEP BUYERS ALIGNED AND DEALS MOVING 🗂 Everything related to a deal (decks, Mutual Action Plans, call recordings, forms, and more) lives in one convenient deal room, so stakeholders take action faster.
TRACK ALL BUYER ACTIVITY INSIDE SALESFORCE 🔍 Identify hidden decision makers, spot deals warming up or going cold, and keep pulse on prospects in between meetings without chasing updates.
KEEP ROOMS & SALESFORCE IN SYNC, HANDS-FREE 🔄 Bilateral sync between Salesforce and deal rooms ensure both your rooms and your system of record stays up to date without any manual copy/paste.
AUTOMATE YOUR PIPELINE FROM ONE HUB 🤖 Flowla’s no-code workflow builder lets you set up sophisticated automations across your CRM and broader toolstack, including Gmail, Gong, Slack, Zapier, Clay, and many others.
ENTERPRISE-GRADE SECURITY & COMPLIANCE 🔒 Flowla is SOC2 Type II and GDPR compliant, and follows the strictest data security standards. You can also set up password protection and email verification for rooms.
PROVEN IMPACT ACROSS THE BUYER JOURNEY 📈 With Flowla, teams like Insider, Aircall, and Brella report: - 1.6x more closed won deals - 47% faster time to value - 25% more accurate forecasting and clearer pipeline visibility for leaders
Flowla is a deal room + AI automation platform designed for Marketing, Sales, CS, and RevOps teams. Reps collaborate with buyers inside personalized, client-facing workspaces to offer a smooth buying experience from the very first touch, all the way to onboarding, renewals and beyond. Buyer insights captured in deal rooms reveal all stakeholders, buyer activity, how deals are progressing, so leaders know what’s happening without chasing updates. AI workflows handle busywork like room & asset creation, Salesforce sync, and follow-ups for reps, so they do more with less and run deals more consistently. With Flowla, teams like Insider, Aircall, and Brella report: - 1.6x more closed won deals - 47% faster time to value - Less chasing & manual admin work for reps - 25% more accurate forecasting and clearer pipeline visibility for leaders - A much better buying experience for clients This integration allows users to: - Create deal rooms without leaving Salesforce - Automatically personalize rooms based on Salesforce opportunity data - Track all deal room activity right inside Salesforce - Sync contacts between rooms & Salesforce - Trigger AI workflows from Salesforce signals
Categories
- Business Needs
- SalesDocument ManagementProcess Management
- Industries
- Horizontal Product
- Personas
- Business Operations ManagerExecutiveSales Representative / Manager
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Community BuilderReady to use in the Salesforce Community Builder.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.
- No LimitsLightning ReadyCommunity BuilderManaged PackageLightning App Builder