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Efficient Customer Onboarding For Startups
Join 100+ companies that have chosen to automate their B2B sales cycle.
Demo Follow-Up
- Meeting Summary
- Next Steps
- Embedded Videos
Project Portal
- Shared Project Plan
- Task & Boards
- Files & Documents
Collaboration
- Conversations
- Approvals
- Reminders
Send Demo Follow-Up That Moves the Deal Forward
Engage customers with one centralized place where you can share proposals, quotes and project files.
37%
Increase in close rate
Create Onboarding Template
Create templates for customer onboarding, project kick-off, or renewals and reuse it to save time and increase efficiency.
65%
Less time spent on repetitive tasks
One Project Page, One Source Of Truth
Streamline client collaboration. Reduce errors, save time, and enhance effortless customer onboarding.
- Share Mutual Action Plan
- Set Reminders
- Always Know The Next Step
Gain Visibility Across Customer Related Processes
Win more deals by engaging buyers throughout the entire sales process, from initial opportunity to a finalized deal.
One Solution to Manage All Your Projects
Easily create project portals for your marketing agency. Seamlessly share project plan with clients. This feature simplifies collaboration and client communication, enhancing the overall project management experience.
70%
Faster quote-to-cash process
Proposal
Approve
Collaboration
Boards & Tasks
eSign
Automate
ROI Of Implementing Deal Rooms
1.5h
Time saved on each proposal send up to
15%
Funnel drop-off rate reduced by up to
4x
Faster Document Signing Process
Get Started Now
Streamline client collaboration.
Get StartedJoin 100+ companies that have chosen to automate their B2B sales.
