Project Management
Onboarding that starts itself.
Projects for onboarding and everything after it: tasks, owners, dates and a view the customer can actually see.
What is inside
- ProjectsManage onboarding and other projects
- Task ListsOwners, dates and dependencies per step
- TemplatesReuse the plan that worked last time
- MilestonesMark go-live and the steps that gate it
- Customer VisibilityShare progress without a status email
- WorkloadSee who is carrying which account
Why it works on one record
Fired by the deal
No kickoff meeting needed to create the plan — the closed deal does it.
Blockers in one place
A stuck task is visible on the customer record, not buried in chat.
Time to live, measured
Sale-to-live comes off the plan itself rather than a manual tally.