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#1 AI Client Portal
Onboard, expand, renew customers in one workspace
Personalized client portals with mutual action plans & AI workflows. Deliver a white-glove experience and run any client-facing process collaboratively, with minimal admin work for your team.
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Loved by AI-native Customer Success teams
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One shared link to manage the entire customer relationship
Don't send customers into different links & platforms. Embed anything into rooms to unite resources, manage all communication & collaboration from one portal, and keep a clear source of truth for all stakeholders.
Deliver a white-glove experience with personalized rooms
Flowla's client portals get automatically custom-branded with:
- Your client's brand colors, logo, company name
- Primary contact's information
- Your team members' contact details & more.
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Execute without missing a beat, hands-free
Flowla is designed to take admin work and stress off your plate, so you focus on building value for clients.
We handle the busywork for you in the background like:
- Kicking off onboarding & renewals at the right time
- Updating CRM
- Building rooms & assets with AI
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Customer success teams do so much more with less
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See where you stand with each client at a glance
Flowla offers granular insights into your stakeholders, client engagement, and progress.
Know if client-facing processes are on track, at risk, and whether anything needs your attention from a single dashboard to keep thing moving.
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Seamlessly collaborate with clients on any process & drive momentum
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Make it easy for clients to take action
Flowla's interactive action plans are actionable & host content inside, so clients get things done in a single tab.
You set deadlines & task owners, we will automatically nudge them so everything stays on track.
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Track progress, spot stalls, honor deadlines
Give your team a single view to see where each process stands at a glance with Gantt chart visualization.
AI-powered suggestions help you notice & unblock stalls immediately with ease, before momentum is lost.
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Collect information & sync it to CRM automatically
Flowla's native forms allow you to collect any type of information or document from your clients.
Then, you can sync that data into your CRM fields automatically through workflows to streamline your processes.
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Run a consistent, defined process - every time
Provide a seamless experience to your clients, and maintain consistency across your team.
Templates ensure your entire team follows the same proven process.
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Zero adoption hassle.
Flowla works where you work.
Don't pull your Customer Success team outside of their tools. Flowla integrates deeply with your CRM, email, and other platforms to keep information and actions flowing seamlessly.
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Go live in 2 weeks.
No extra admin work.
Getting started with Flowla is easy.
Book a short demo, and our team will guide you on your next steps to build a seamless, automated Customer Success flow.
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