Gain a view of each customer and their actions with ease to manage your accounts

Develop a powerful account management and customer success methodology to retain customers and grow revenue

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

Out of the box 360 degree customer view enabled for you and your team

No customization or development is needed to receive a full view of your customers, their activity, actions, and files to manage your customers.

Track and manage your customer's successes and challenges to help their progress

Utilize your customer views to identify roadblocks, measure project successes, and enable your team to be able to assist your customers at all times.

Activate workflow to notify you of urgent customer activity to take action

Build workflow rules, turn on dates and deadlines, restrict access to specific team members, and integrate Slack or Microsoft Teams to send notifications to you and your team to efficiently support your customers.

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

 offers a streamlined workflow automation solution tailored for consultants and service-based companies and teams. 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 customization within an hour, no task requires more than five clicks. Designed with non-technical business leaders and teams in mind, it's 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