Customer project management

Spreadsheets and disconnected apps do not cut it. Customers expect more.

Salesforce.com
OnApp
Vidyard
Skybox
BetterCloud
O3b
Patron Technology
SaasOptics
Wolters Kluwer
MapAnything
PatSnap
(RED)

Create projects linked to your Salesforce CRM Account, Contact, Opportunities, Cases and more...

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.

 

The Customer Onboarding Solution you've been looking for.

When Customer Onboarding is managed from Salesforce your teams are more collaborative, on the same page, and the most critical stage of your customer lifecycle is managed all in one place.

Projects alongside Salesforce CRM

Create projects linked to your Salesforce CRM Account, Contact, Opportunities, Cases and more.

Project Templates

Automatically spin up repeatable projects from Salesforce. Your project plan is automatically defined from your template including, role based assignment, dependencies and project schedule.

Reports & Dashboards

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.

Built on the Salesforce platform. 100% Native.

Runs on Salesforce, the worlds #1 CRM.

When Customer Onboarding is managed from Salesforce your teams are more collaborative, on the same page, and the most critical stage of your customer lifecycle is managed all in one place.

Amazing customers trust Taskfeed everyday

Salesforce.com
OnApp
Vidyard
Skybox
BetterCloud
O3b