Work Together & Launch Faster
One place for all stakeholders to view the relevant who, what, when and how! Stop sifting through call notes and old emails.
Better Collaboration, Fewer Delays
Connect teams and customers in one place to speed decisions.
Same Page, Same List
Your onboarding team and your customers team will see the tasks that are relevant to them, on the same list. Everyone can invite, assign & choose dates.
Mutual Accountability
Everyone can be held accountable as information is consistent and accessible to all parties. Updates are logged and available for all to access.
Threaded Comments
Stay organized with threaded comments, called "Discussions" which exist at the task level -- ensuring efficient collaboration with your customers.
Shared Launch Plans
Give all stakeholders access to the same customized launch plan for faster onboarding.
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Everyone sees the same roadmap to avoid confusion.
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Clients and internal teams stay aligned throughout the process.
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Reduce delays with clear, shared responsibilities.
Easy Collaboration, Wherever Your Team Works Best
Communicate seamlessly via Slack or your preferred integrations.
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Collaborate without switching platforms.
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Keep messages tied to specific tasks for context.
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Integrate with existing tools to streamline workflow.
Real-Time Customer Discussions
Organize live, task-level discussions to keep clients focused and on track.
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Threaded conversations ensure clarity and context.
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Respond instantly to client questions or blockers.
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Track discussions directly from your team’s workspace.
Change the way you onboard customers forever
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Free 14-day trial
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SOC 2 Type 2 Compliant
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Stripe-Powered Checkout