Manage your pipeline, clients, engagements, and communication in one central solution
Your company and team are challenged daily to support citizens, complete tasks, secure information, and grow your business. Utilize StartingPoint to help you modernize your company to exponentially grow.
Your citizens need their questions and inquiries answered efficiently. If this does not happen, they will possibly look for other providers. Implement StartingPoint to help you service your citizens and provide amazing service.
Managing a business and a team can be increasingly difficult. Assigning goals and tasks to measure and track performance is important for growth. StartingPoint enables business leaders to drive their team to success through team visibility and performance management.
Use our light CRM, pipeline customization, and workflow engine to close revenue and automate fractional templates for your clients.
Utilize one solution to streamline your client engagements and have a 360-degree view of your clients at all times.
Streamline client visibility, never miss a deliverable, and design framework templates to remove duplicate work to retain clients longer term.
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
