Improve your customers experience and increase their ROI with easy on-boarding

Build workflows and actions to simplify what your customers do and what your team needs to complete

ALL IN ONE WORKFLOW MANAGEMENT SOLUTION TO CLOSE REVENUE, MANAGE ENGAGEMENTS, ONBOARD AND SUPPORT CUSTOMERS

Automate the assignment and workflows for your team and customers

Build onboarding frameworks and templates for your services and enable workflows to create them automatically for your new customers.

Enable your customers to have alignment with on-boarding next steps and progress

Manage your customers on-boarding through one portal for you and your customers with full visibility and transparency to track their progress.

Speed up the ROI for your customers with a smooth on-boarding

Allow your account management and operations team to track the progress of your customers to help them at any challenge or delay in on-boarding.

USE AN ALL-IN-ONE SOLUTION TO MANAGE YOUR END TO END OPERATIONS

 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..

WORKFLOW AUTOMATION

Use automated rules with templates to quickly streamline actions, tasks, and notifications within your team and customers

PROJECT MANAGEMENT

Manage your customers engagements using tasks, time tracking, approvals, conditional logic, escalations, and share with your customer

HELPDESK AND CSAT

Track and respond to customer questions and requests to measure customer satisfaction

TASK MANAGEMENT

Assign your team and your customers tasks to complete objectives in a collaborative way

AI PROPOSAL BUILDER

Create proposals for prospects or current customers utilizing AI to drive revenue

CRM AND INVOICING

Use a simple CRM to manage your leads, pipeline, invoice, and see a full lifecycle of your customers

RESOURCE SCHEDULING

Assign work to team members who have available hours based on current or upcoming work

FILE STORAGE

Securely allow customers to upload, retain, and file documents to be shared between your customer and your team

MANAGEMENT VISIBILITY

Allow your executive team and management to know the health of all customers at any time