A big portion of sales is project management

Easily keep up with important deadlines and complete POCs on time freeing up your team to move on to the next project.

• Organize, track and manage POCs in collaboration with your customers
• Easily assign tasks to your customers to keep POCs running smoothly
• Share the progress with the customers and invite them to collaborate with you in the projects
• Never again lose track of important decisions between you and the customer

Leverage the present view during your sync meetings with customers to go through outstanding issues, share new updates or record new requirements based on the conversations in the calls.

• Centralize customer requirements, issues and questions
• Never miss a key requirement again
• Get the conversations started by going over high priority items in your calls
• Assign tasks to customers or internal team to keep things running on time.

Managing your day with inbox notifications to keep on top of everything that needs your attention.

• Clearly see any new responses since last update on relevant tasks
• Real time alerts
• Accessible to you and your customers to keep work progressing

Show overall project progress at a glance. Quickly and clearly understand if the POC or onboarding is running on time.

• Easily see new activity on tasks since last check-in
• See % completed