Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
Flowla | Digital Sales Rooms and AI Workflows for Salesforce
Sales & CS teams close deals & onboard clients faster with AI deal rooms
- Industries
- Horizontal Product
- Business Need
- SalesDocument ManagementProcess Management
- Requires
- Sales Cloud
- Compatible With
- Service CloudB2B Commerce
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


Watch Video
Highlights
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
Provider Details

Flowla is a client-facing, collaborative digital workspace between revenue teams and their buyers. Designed to help sales & CS teams get to yes with digital sales rooms, and get to use with onboarding & implementation portals. Flowla’s interactive and personalized digital links unite all the to-do items, as well as documents & digitals assets in one place to help you deliver a spectacular buyer experience that wins more deals & makes your clients fall in love with your product.
Pricing Details
You can use this limited solution for free, but must pay to increase usage, users, or features.
Free to use for up to 5 rooms. Additional rooms require a paid subscription.
Customers can have access to AI Agents, no-code workflow automation builder, and detailed team & content analytics by upgrading to a paid plan.
Pro
$49 USD/user/month
Team
$79 USD/user/month