Your customer’s success is your success. Give your customer-facing teams one space to manage the entire customer lifecycle.
The easiest Project Management Software in the world
CLOSE MORE DEALS
Organize leads and prospects and move them through the sales process effortlessly. Track deal values, priorities, or client information to see all account details with one click.
EASY TEAM COMMUNICATION
Make customer handovers a breeze by giving your Sales and Customer Success Teams one central place to track client details and collaborate on accounts. Chats, task comments and video meetings let customer-facing teams communicate in the proper context.
KNOWLEDGE BASE
Make it easy for your support team to find process information, templates or documentation on common issues. With a central place for all information, your team can assist customers faster, and new joiners are onboarded in no time.
to champion
These features help you close deals faster and manage customers more efficiently.
Custom Fields
Track all the necessary information your team needs to crush their next project by creating custom fields.
Tags
Consolidate tasks by common topics across all projects and use tags as smart filters to keep an overview of similar tasks.
Subtasks and Checklists
Make sure no details are overlooked by breaking your work down into subtasks or checklists.
Chats and Task Comments
Staying in touch with your team has never been easier. With project chats, direct messages, and task comments, you can instantly share essential updates, questions, or approvals with the right stakeholders.
Kanban Board
Move prospects through your sales pipeline, create your own CRM or track your customer initiates in visual boards.
Custom Fields
Track all the necessary information your team needs to crush their next project by creating custom fields.
Tags
Consolidate tasks by common topics across all projects and use tags as smart filters to keep an overview of similar tasks.
ENGAGE CLIENTS EFFICIENTLY
Get a bird’s-eye view of all your clients and stay on top of customer success. Organize contacts, create reminders and attach meeting notes to keep track of customer goals. Easily forecast revenue or centralize client information with custom fields.
POWERFUL TASK MANAGEMENT
Easily centralize incoming support tickets and delegate them to your team. Use tags to track common issues and find patterns across your workspace to prioritize future improvements.
