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Don't just invite customers into projects, create tailored views that are easier to follow than messy kanban boards or spreadsheets. Surface important tasks, share docs and communicate with customers in an experience branded to your company.
Not all requests or questions need to turn into meetings. Save time by chatting with customers in their portal so that they can get their onboarding tasks done, faster. Keep communication in the context of projects.
Embed or link to onboarding documents as part of customer-owned tasks in the portal. Now your team can eliminate data siloes, intake critical information all while your customer no longer has to dig through emails to find attachments.
Head of Revenue
Bring your team, projects and customers into an onboarding single source of truth and scale your process with ease.
Do more with less through time-saving automations that help you onboard more customers, faster.
Gain insights and visibility into your process and never questions the status of your onboarding projects again.