Project Management

Plan & manage all your customer-facing work

Help your team achieve daily results with flexible tasks. Organize that work and keep your team focused on long-term goals with powerful Projects.

Collaborate across your customer work

Help your team track their work with customizable tasks and notes. Pull in outside help when needed with collaborative discussions.

Outline strategies to ensure team & customer success

It's essential for your team to understand the larger goal of their work. Ensure your most critical logos hit key milestones and progress through your customer lifecycle with Projects.

Measure the impact of your team's work

Create customizable reports to ensure projects stay on track, tasks are completed, and workloads remain balanced. Share those reports with leadership with a single click.

Ready to see if we fit your Customer Success needs?

Reach out to schedule a personalized demo.