Modernize your company’s presence to provide a sophisticated customer experience and high satisfaction

Plug and play customer experience solution to present your company and customers as a market leader

Use a Plug and Play Technology To Impress Your Customers

Use a customer and client portal for all communication and management

Enable your customers to perform all actions with your company so that you have a record of all interaction and can respond quickly to address their needs.

Give your customers an easy and efficient way to work with your company

Implement a simple customer experience solution allowing your customers to not have to do any action with more than a few clicks

Provide your customers with full visibility into all actions with your company and firm

All customer requests, inquiries, projects, tasks and reports can be viewed within the platform to manage all activity. Your customers, team members, and business leaders can see everything.

SIMPLIFY YOUR CUSTOMER EXPERIENCE AND OPERATIONS

StartingPoint 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.

CLIENT-LABELED INTERFACE

Have the ability to maintain your logo, brand, and simplify engagement with a single portal for all customers

SERVICE MANAGEMENT

Drive streamlined communication for your customers and clients in one portal for all employees to assist

FILE STORAGE

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

TEAM MANAGEMENT

Add team members to the platform to be focused on providing amazing support

WORKFLOW AUTOMATION

Create efficient workflow within your company to ensure your customer needs are met

CUSTOM FAQS

Develop FAQs that can be retrievable by your customers to provide self-service