Delight your customers every time with repeatable onboarding plans you can share with your customer.
Get your customer implemented faster, with an amazing experience.
Automatically spin up repeatable projects when your Salesforce Opportunity is Won. Your project outline is automatically created from templates mapped to Opportunity Type, or the products on your Opportunity.
Keep your customer in the loop with a live link that shows a view only version of your plan. Just shoot them a link and your customer has a real-time view of the project's schedule and progress.
Reports and dashboards provide managers the 10,000ft view. Know who is working on what, which projects are late, which customers are being over or under serviced.
Board view is a great way to see what's currently being worked on and what's up next.
Snapshot a baseline, then compare your progress against the baseline.
Share you project plan with a simple link — just like Google Docs!
We believe keeping everything organised in Salesforce is better than having tasks, projects, customers and everything else strewn across lots of spreadsheets & disconnected apps. The end result being a better experience for your team, less chaos and uncertainty for you, and a much greater perception to your customers.
Prevent deals slipping with a collaborative success plan you can share with the customer.Close deals faster →
Launch customers faster with a repeatable collaborative onboarding plan.Launch faster →