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MODERN PLATFORM FOR CUSTOMER ONBOARDING AND SERVICE DELIVERY

Powerful and flexible collaborative workspace
for implementation and
professional services teams, designed to boost
project delivery and customer engagement
onSlack
overEmail
viaCustomer Portal
Book a Demo



CENTRALIZE EVERYTHING, GAIN VISIBILITY, INCREASE EFFICIENCY

Eliminate complexity and confusion, thereby reducing time-consuming and costly
procedures. Take advantage of the shared workspace, enabling effortless
collaboration, communication, and the seamless sharing of crucial data between
you and your customers.







SINGLE SPACE FOR EVERYTHING

Utilize the workspace to centralize documents, chats, and tasks



Create branded customers login on separate or your own web domain




EFFICIENCY

Create discussion forums or channels for different project aspects, allowing
team members to communicate, ask questions, and share insights in a focused
environment




VISIBILITY

Gain insight and leverage data to make informed decisions



See which tasks are on track and which tasks are at risk




CREATE CUSTOMER-SPECIFIC ONBOARDING PROJECTS WITH TRACKING

Scope will align and optimize the onboarding process, making it faster, more
efficient, and equipping you with essential information for enhancements.





Set-up and Create
 * Set up your workspace
 * Create and set up project and views
 * Set up widgets with insights

Create and
set up views

Customize
tasks appearance

Add widgets, documents
and attachments


Publish and Share
 * Publish and share project updates, milestones, and important announcements
 * Publish and share risks, dependencies, and key decisions
 * Share and distribute with customer team members at no extra expense

Publish for selected users
or entire company

Manage share
permissions

Allow customers to set-up their teams

Add participants without cumbersome sign-up




Create and
set up views

Customize
tasks appearance

Add widgets, documents
and attachments


Execute and Monitor
 * Assign and tasks to teams or members
 * Dedicated communication for separate topics
 * Monitor and track changes using status widgets

Assign and tasks to
teams or members

Dedicated communication for
separate topics

Monitor and
track changes


Templatize and Customize
 * Customize your project settings
 * Develop templates for projects to enable reuse

Leverage customizable fields to organize specific customer information and meet
users unique needs

Share your knowledge base with multiple customers

Use templates
for projects



Assign and tasks to
teams or members

Dedicated communication for
separate topics

Monitor and
track changes



Create and
set up views

Customize
tasks appearance

Add widgets, documents
and attachments




THE ONLY TOOL YOU'LL NEED

The incorporation of project management tools, contextual chats, and robust
document management turns your Customer Facing Portal into a genuinely
collaborative tool







PROJECTS CUSTOMIZATION

Individual B2B customers often come with distinct requirements and workflows.
Customizable views and tailored fields enable the organization of specific
customer information and workflow to meet these unique needs.




REAL-TIME COMMUNICATION

Use task-specific channels, along with direct and group chats to enhance clarity
and speed in communication between your team and customers. Minimize email
overload and eliminate the necessity for separate communication platforms.




CENTRALIZED KNOWLEDGE BASE

Enhance collaboration and facilitate knowledge sharing. Effectively manage,
organize, share, and store diverse knowledge types, including articles, FAQs,
documents, and more. Designed for easy referencing in future projects and
applications.




TRY CUSTOMER FACING PORTAL

Take advantage of the shared workspace, enable effortless collaboration,
communication and the seamless sharing of crucial data between you and your
customers.

Book a Demo
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