Take Your Client Onboarding & Management to the Next Level
Get the most our of your client facing teams and see 2x – 3x productivity with process design, collaboration, management, and automation tools.
NO TIME LIMIT
Design and Manage the Right Client Onboarding Experience
Gain efficiency and scale by formalizing your onboarding with easy-to-use process design tools that become active & collaborative onboarding projects visible to teams and customers.
Keeping everyone aligned on activities and goals, holding teams accountable, and eliminating the customer bottleneck shortening time-to-value by up to 50%.
Automate Admin Activities and Client Communication
With integrations with Salesforce, Hubspot, and more, you can improve efficiencies and scale by automating the assignment and kickoff of onboarding projects based on criteria from external tools and data sources.
Eliminate the time-intensive activities of chasing, updating, and progressing clients through the onboarding process with automated notification, update, and in-process email communications. And, with our Gmail and Outlook integrations, all emails come from your business email account.
Improve Retention by
Winning at Client Onboarding
What our clients say
Stagebase has greatly impacted the way that we communicate and manage stakeholders through the entire project lifecycle. We've seen increased satisfaction from our customers while shortening our onboarding time.
It goes without saying that Stagebase is a superb product that helps onboard, organize, and prioritize our partners' success. I enjoy Stagebase ability to help save my time while achieving the needs of my customers.
Our customers love Stagebase to guide them through our onboarding process as much as we love being able to guide our customers through our onboarding process through Stagebase. Before Sb, both our customers and my CS team struggled to be on top of onboarding, and after Sb we have a much better idea of where each customer is at.
Stagebase has tripled our ability to onboard customers simultaneously. The automation of customer communication paired with the easy insight into our process has allowed us to fine-tune our processes in a way we haven’t been able to previously.
We are excited to see how crystalizing our processes through Stagebase' flows can help us automate, innovate, and improve our workflows. The ability for each of our employees, and our customers themselves, to better see where a project is in the process really raises our efficiency
Stagebase has made it much easier to track where customers are at and set up an onboarding process. This has not only helped us shorten our time to onboard a customer, but has also made it much easier and faster to get new employees up and running to work with clients.
Stagebase helped us not only outline and create a repeatable onboarding process, but onboard new account managers as well.