Here’s the inFlow experience from trial to purchase

14-day trial

Before or during your trial, we make it easy to find out inFlow is the right fit for you.

  1. Chat with our sales team
    15 mins
    • We'll learn about the issues you're trying to solve
    • If you want to learn more, we'll book your personalized demo
  2. Book your custom demo
    45 mins
  3. Purchase a plan
    • Choose from monthly or annual plans
    • Assign you a dedicated Customer Success Manager (CSM)
Onboarding

When you subscribe to inFlow you’ll also purchase a mandatory onboarding package for a one-time fee.

  1. Mandatory onboarding
    • Set achievable goals in an one-on-one intro call with your Customer Success Manager (CSM)
    • Learn about key features in inFlow to help you get more done
    • Touch base across three check-in calls to make sure things are going smoothly
  2. Optional training
    60 mins each
    • You can upgrade your onboarding package to include four hours of personalized training.
    • Use these training hours to learn about other specific features, or to help train staff that are new to inFlow.
    • Extra training hours can be also be purchased separately (see our pricing page for the latest rates).

inFlow customers have three great ways to get help:

Support and Services
  • Technical support
  • Professional Services
  • Account changes
Included with every plan


Technical support

  • Use our Learning Center to find answers at any time
  • Contact our support team via email, chat, or callback request

Visit Learning Center Contact support
Extra purchase


Professional Services

Hire our in-house team at an hourly rate for:

  • inFlow API guidance
  • Data migration
  • Clean up or optimize your inFlow database

Learn more

Account changes

You can book a call with your CSM from your inFlow Account page for help with things like:

  • Upgrading your inFlow plan
  • Managing team members or add-ons
  • Changing your billing cycle

Contact CSM