Implementation software designed
make customer onboarding easy
Team – meet customer. Customer – meet team.
Your company
Can finally present expectations and accountability metrics clearly.
Your customers
Get clarity on the who what when where how.
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Helpful Client portal Software
Drive clarity for clients
No more whats next or confused and frantic emails and phone calls with clients. Help everyone get on the same page with next steps, requirements, start dates and team member resources.
Collaborate and Share
Built in chat and messaging board to allow for quick responses to different project phases allow the onboarding process to be a self-contained customer experience journey you control.
Simple, Client approvals
Shared checklists and milestones allow for project deliverables to be accepted and tracked like never before. Get clear signoffs before moving to your next phase of delivery.
Shared project documentation
Upload project documents, designs, to do lists and more to make the entire onboarding experience seamless.
63 MUST HAVE PLACES TO SHARE YOUR SALES MESSAGE
A spreadsheet that contains 63 of the best places where you can distribute your sales message with the world.
