Streamline your customer lifecycle

Use structured workflows to manage customer lifecycle events like onboarding, business reviews, renewals, and more.

  • Define milestones to measure overall progress.

  • Create tasks for to-dos and next steps.

  • Automatically deploy workflows based on rules.

Customer Journey Workflow

 

 

Manage your tasks in one place

Organize your to-dos and next steps alongside all of your other customer-related information.

 

Assign owner, priority, and due dates to keep your work on track. Add comments and attachments so important information doesn't get buried in emails or spreadsheets.

Customer Success Tasks

 

Standardize your playbooks

Stop reinventing the wheel with every new customer.

 

Use templates for recurring processes to save time and keep everyone aligned throughout the customer journey.

Customer Lifecycle Template

More ways to streamline your work

Use automation and insights that augment your customer workflows.