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Bring mission-critical customer lifecycle initiatives to the finish-line faster and more efficiently with Projects.
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Closely measure the impact of your team’s work with a process that can be customized with ease, and replicated as you scale.
Create a project for your process i.e. onboarding a new customer or contract renewals, then save as a template to use time and time again.
Create your own custom templates, categories, and statuses for any customer project scenario. Then share it with your team.
Sharpen your team’s focus on day-to-day execution—watch as critical logos hit key milestones.
Re-order tasks and milestones with ease, create your own statuses to meet your tracking requirements, control which columns you want to see, and beyond.
Easily pull in outside help when needed and intuitively follow conversations with Discussions around Projects.
Automate the creation and assignment of tasks and projects to the right team members. Access and edit your customer data as you complete your work for maximum efficiency.
Schedule a personalized demo today.
We have received your request and will process it as soon as possible.
