Collaboration

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.

More Collaboration, Less Delays

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

Use customized launch plans (MAPs) for each client. All stakeholders can access the same information, stay on the same page and complete onboarding faster!

Easy collaboration, wherever your team works best

Communicate with clients via our native slack app or other countless integrations.

Real-Time Customer Discussions

Keep clients on track with live discussions, situated at the task level, so discussions are organized and focused on the task at hand!

Change the way you onboard customers forever

Everyone on the same page starts today.