Documentation
Guides for every platform
Platform guides and onboarding resources, organized by product. Full self-serve documentation is expanding — your onboarding specialist walks you through everything in the meantime.
Getting started
From account to operational
The same five steps, whichever platform you start with.
- 01
Create your account
Start a free trial on any FlowZa platform — no card required.
- 02
Choose your product
Pick the platform that matches your operation — or ask us to map it for you.
- 03
Import your data
Guided migration tools bring in contacts, items and history from Zoho or spreadsheets with zero downtime.
- 04
Configure your workspace
Pre-built templates and setup wizards configure companies, teams and catalogs.
- 05
Go live
Most teams are operational within 24–48 hours, with onboarding support included.
Platform guides
Pick your system
Product overviews live here on flowza.ai; in-app guides and your onboarding specialist cover the rest.