Get every new customer from signed deal to live, on schedule

The customer's contact and company records already hold every email, meeting and note from the sales cycle. Your onboarding lead reads the history in one place instead of asking the customer to repeat themselves.

• Full activity history on each contact and company
• Assign the account to an owner, or share new accounts out with Round Robin
• Use the AI assistant to summarise a long sales history before the kickoff call

Create custom stages such as Kickoff, Setup, Training and Go-live on a Kanban board. Each account sits in its current stage, so the whole team can see where things stand without a status meeting.

• Custom pipeline stages that match your checklist
• Tasks with owners and due dates for each step
• Reports showing how many accounts sit in each stage

Smart reminders prompt your team to book check-ins and follow up on missing items. Email templates and sequences send welcome and reminder emails, and a sequence stops on its own when the customer replies.

• Check-in reminders and follow-ups on every account
• Share setup guides and forms through secure links with expiry and access logs
• Book kickoff and training meetings from the calendar