Customer Onboarding should be done on Project Management Tools
Get full picture of every situation to make better decisions
RAG status allows you to prioritize tasks that are of the highest priority.
Revenue milestones and implementation fee tracking at every use case level.
Single click view of all the customers who requested a new feature
Time tracking, Gantt chart, resource management, and more to seamlessly manage projects at scale
Manage dependencies with customers and internal teams on a common platform
Assign tasks to customer stakeholders and internal team members. Collaborate with the customer's team on a shared portal
Generate and share a customizable project status report with customers with a few clicks
Onboarding teams can seamlessly collaborate with product/tech teams on new feature requests, tech tasks, bugs, API integrations
Manage all critical information in a single source of truth
A holistic view of customer data in one place eliminates information silos and saves valuable time and bandwidth
Single click view of all the projects, use cases, tasks, and product dependencies associated with a customer
Custom fields to tailor functionality to your business needs with a few clicks
Customer-centric prioritization made easy
Gone are the days of manual prioritization in weekly meetings between Sales, CS and Product teams via complex excel sheets
A proprietary algorithm provides actionable insights and recommendations for prioritization and prevent revenue leakage
Drive product roadmap items and implementation tasks that have the highest impact on the top line and time to value
Automate busywork to help the team focus on what matters most
Faster customer onboarding with configurable templates for projects and use cases
Automation of RAG status calculation of customer, project, use case or module, and task with no human intervention
Intelligent dashboard to automatically show which clients/projects/modules have recently gone off track and which ones have recently progressed so you can focus on what matters with zero clicks
No more losing important information during ‘Sales to Implementation’ handoff
Complete handover in a structured format via integration with CRM to capture full context of customers and their business outcomes
Templatize all information in a hierarchical format with details of projects, use cases, and tasks
Build a single repository of all important documents so as to never lose any important information down the line
Level Up Your Onboarding & Implementation Process!
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