Create & send rooms
Kick off buyer journeys automatically
Launch personalized rooms the moment something important happens:- From CRM triggers — Create and share a room when a deal moves to a new stage in your CRM
- After recorded calls — Generate a personalized room immediately when a call ends
- Via webhooks — Trigger room creation from any external tool that can send a signal to Flowla
Follow-ups & nudges
Keep deals moving without manual effort
- Nudge inactive invitees — Automatically remind contacts who haven’t opened the room yet
- Re-engage quiet buyers — Reach out when a stakeholder goes silent, with a single nudge or a scheduled sequence
- Custom message sequences — Schedule personalized messages for feedback, meeting reminders, renewals, or upsell moments
- Internal inactivity alerts — Notify your team when a deal room has had no activity for a set period
- Overdue action reminders — Prompt buyers to complete tasks they haven’t finished yet
Stakeholder engagement
Connect with the right people at the right moment
- Automatic welcome emails — Greet first-time room visitors with a warm, personalized welcome
- Decision maker alerts — Get an instant notification with enriched contact details when a key decision maker joins the room, plus suggested next steps for outreach
Room rules
Control what buyers see and when
- Status automation — Automatically update a room’s status (active, closed, archived) when key events happen
- Section access control — Lock or unlock specific room sections based on what a buyer has done, so they always see the right content at the right time
- Action status updates — Automatically mark tasks as complete or update their status when buyers take action
CRM sync & hygiene
Keep your CRM accurate without the manual work
- Form data sync — Push buyer form responses directly into your CRM fields
- Call insight extraction — Update CRM properties with answers and details pulled from call transcripts
- Room activity tracking — Capture engagement signals and update CRM fields to reflect buyer intent
- Stage progression — Automatically advance a deal to the next stage when buyers complete agreed actions
- Two-way CRM sync — Mirror CRM updates in Flowla, including task statuses and room status changes
- Access control — Lock or unlock room sections based on CRM stage or field changes
- Dynamic personalisation — Pre-fill room content with data pulled directly from your CRM
Generate content from calls
Turn conversations into content that moves deals forward
- Auto-add recordings — Automatically include full meeting recordings in the buyer’s room so stakeholders can catch up anytime
- Business case generation — Build a tailored business case using pain points, goals, and metrics from the call transcript
- Mutual action plan creation — Convert meeting notes or transcripts into a structured action plan with clear next steps and deadlines
Internal notes & handoffs
Make sure nothing gets lost between teams
- Onboarding handoff notes — Generate structured summaries of buyer context, goals, and commitments for a clean handoff to Customer Success
- Internal deal briefs — Auto-create summaries covering stakeholders, engagement levels, risks, and open items
- Activity summaries with recommendations — Analyse buyer engagement trends and suggest next steps for your team
