INCREASE OPERATIONAL EFFICIENCY AND WORKFLOW


Eliminates the need for consultants and service-focused teams using solutions that complicate the workflow experience. Our simple software improves the service you provide your customers, your business workflow, and team efficiency.

Client Engagement
SIMPLIFIED.
Streamline Client Engagement for service-based companies and teams.

"80% Of Employees Waste Half an Hour a Day Retrieving Information"

Source: Fortune 100 Mobility for Businesses With 1,000 or 100,000,000 Assets

simplify your customer experience and operations

is a workflow management and customer operations platform for consultants and service-based companies and teams to simplify customer on-boarding, project management, helpdesk and service management, team management, and communication. StartingPoint can be deployed and customized in one hour, no actions take more than 5 clicks, and is simplified for non-technical business leaders and teams.

client-LABELED INTERFACE

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

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

our Customers

Our clients performance after StartingPoint

+60%
Increase in productivity
+27%
Project success rate
+25%
Monthly ticket response

our Customers

WHAT CLIENTS SAY

“We required a software that would help us create efficiency between our 400+ offices and a few of our core departments to simplify communication, workflow,and track all requests. StartingPoint solved these challenges and more. Our team is exponentially more productive, and we are able to see all of our team activity in an easy way”

Chris Trujillo
Director of Workforce Development, Employbridge

“As a team of distributed agents and team members, we struggled with management of the team and their activities for clients and our firm. StartingPoint helped us streamline the communication, manage the assignment of duties, and increased our performance to improve our productivity for our firm. StartingPoint has made life easier.”

Sean Velasquez
Managing Owner, American Income Life, a division of Globe Life

“As a consultant and coach of several clients it was difficult for me to manage everything occurring across multiple software apps. StartingPoint fixed that for us. It enabled us to have one central location of all communication, projects, goals, task lists, and client files to share with our clients and with other team members. Simple to use. Easy to implement. It has created efficiency and higher client satisfaction for our firm.”

Dr.Erin Oksol
Managing Director, The Psychology of Mission

Our software is designed for consultants and companies to grow through simple, streamlined workflow allowing team members to focus on revenue and delivery while maintaining high customer satisfaction and engagement.

GET STARTED FOR FREE

industries

Consulting Firms
Service and Success Teams
Marketing Agencies
Colleges and Universities
Financial Services
Recruiting and Staffing

CHOOSE YOUR PLAN

Basic

$

49

99

per Month
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MOST POPULAR

Pro

$

99

99

per Month
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Enterprise

$

149

99

per Month
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pricing

STARTER PLAN

$

49

99

per Month
GET STARTED
REQUEST A DEMO

client engagement

White-Labeled Interface

Usage Reporting

Premium Support

Management Visibility

Team Management

TESTIMONIALS

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our partners