Develop a powerful account management and customer success methodology to retain customers and grow revenue
No customization or development is needed to receive a full view of your customers, their activity, actions, and files to manage your customers.
Utilize your customer views to identify roadblocks, measure project successes, and enable your team to be able to assist your customers at all times.
Build workflow rules, turn on dates and deadlines, restrict access to specific team members, and integrate Slack or Microsoft Teams to send notifications to you and your team to efficiently support your customers.
is a streamlined workflow automation solution tailored for professional services and shared services companies and teams. Use workflow and AI to use a simple CRM, customer onboarding templates, project management templates, helpdesk ticketing, resource scheduling, file storage, and communication—all in one platform. With easy deployment and no task requiring more than five clicks, it is designed with business leaders and teams in mind being the ultimate solution for efficiency.
Use automated rules with templates to quickly streamline actions, tasks, and notifications within your team and customers
Manage your customers engagements using tasks, time tracking, approvals, conditional logic, escalations, and share with your customer
Track and respond to customer questions and requests to measure customer satisfaction
Assign your team and your customers tasks to complete objectives in a collaborative way
Create proposals for prospects or current customers utilizing AI to drive revenue
Use a simple CRM to manage your leads, pipeline, invoice, and see a full lifecycle of your customers
Assign work to team members who have available hours based on current or upcoming work
Securely allow customers to upload, retain, and file documents to be shared between your customer and your team
Allow your executive team and management to know the health of all customers at any time
