Easily outline the best way to activate your customers

Create a step by step guide for quicker time to value for services

Manage customer on-boarding for higher customer success and retention

On-board your customers and manage their expectations

On-boarding your customers is essential to customer success. Ensure that your customers have a clear understanding as to the best way to work with your team.

Assign due dates to track completion and delivery

Confirm your customers know when items are required and what is required to work with your team. Track delivery. Provide assistance. Manage progress.

Visibility for your customers and your team

Your services team and your customers need to see every step and task. Visibility for customers, team members, and business leaders create more success.

SIMPLIFY YOUR CUSTOMER EXPERIENCE AND OPERATIONS

StartingPoint is a SaaS customer operations and experience platform for service-based companies, firms, 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

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