Trusted by Customer and Revenue teams at leading B2B brands










Powering the connections your onboarding team needs most

Automation & Workflows
Trigger actions across your tools based on onboarding progress: keep the ball rolling with Slack reminders, marketing emails, or ticket updates.
CRM & CS Platforms
Ensure accurate onboarding data lives across platforms and teams with a single system of record for account information.
Analytics & Business Intelligence
Infuse customer onboarding data with other metrics to uncover the true impact your onboarding performance has on retention and revenue.
Support & Engagement
Give your support and success teams the onboarding context they need to effectively engage with customers and solve their problems.
Multiple ways to connect to your existing tools and workflows



Effortless data exchange to make your life easier one connection at a time
Revenue Acceleration
Connect onboarding to sales & marketing tools to influence revenue
- Push onboarding data to CRM for better visibility across teams
- Trigger lifecycle marketing campaigns when onboarding is complete
- Align onboarding completion with billing or expansion workflows
- Notify sales & CS when onboarding health signals are slipping
Team Collaboration
Keep customer-facing teams aligned on onboarding progress
- Send real-time alerts when customers hit (or miss) milestones
- Automatically create tasks for team members at certain stages
- Trigger escalations or reminders
- Log onboarding data into shared knowledge bases
Team Collaboration
Keep customer-facing teams aligned on onboarding progress
- Send real-time alerts when customers hit (or miss) milestones
- Automatically create tasks for team members at certain stages
- Trigger escalations or reminders
- Log onboarding data into shared knowledge bases
Process Efficiency
Automate & populate onboarding tasks and updates across systems
- Trigger agreements or signatures upon milestone completion
- Auto-schedule kickoff or training calls at the right stage
- Open tickets automatically when onboarding blockers emerge
- Merge data for customer health tracking dashboards