Deliver services and requests on time and share visibility for all projects

Outline projects, tasks, and sub-tasks to confirm completion of customer deliverables

Simple and effective project management for service-based teams

Easy project and task management for your service-based team

Projects are simple to manage. They do not have to be difficult. Create projects with three steps and update them within seconds.

Utilize project templates to standardize the execution of successful projects

Templates can be configured for service projects to make the tasks repeatable to guarantee that no steps are missed.

Customers, Team Members, and Business Leaders can see project progress

Share project status with customers, team members, and business leaders and provide updates with notifications of when tasks are due.

SIMPLIFY YOUR CUSTOMER EXPERIENCE AND OPERATIONS

StartingPoint 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

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