successful implementations for your customers

Manage your customer’s satisfaction through workflow, visibility, and responsiveness for all engagements

Lead your customer implementations, engagements, and communication in one solution

Empower your Company and Customers through Software

Your company and team are challenged daily to support citizens, complete tasks, secure information, and grow your business. Utilize StartingPoint to help you modernize your company to exponentially grow.

Solve your Customer and Client Challenges Securely

Your citizens need their questions and inquiries answered efficiently. If this does not happen, they will possibly look for other providers. Implement StartingPoint to help you service your citizens and provide amazing service.

Drive your Company and Team Performance

Managing a business and a team can be increasingly difficult. Assigning goals and tasks to measure and track performance is important for growth. StartingPoint enables business leaders to drive their team to success through team visibility and performance management.

On-board your customers in a standard process with checklists, tasks, and dates

Improve your engagement success and customer satisfaction through a successful on-boarding process. Use templates, checklists, tasks, and due dates to your advantage.

Provide transparency into your customers projects, service requests, and progress

Utilize one solution to stay aware of your customers engagements and allow your customers to view all statuses and reach you at any time.

Utilize a software solution that carries your brand and adds to the efficiency for your firm

o  Your customers can use your branded customer portal for all communication, updates, files, and information to work with your firm.

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