Connect Teams, Departments & Customers

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Welcome workarounds

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- Your Handoff Workflow,
  ready in minutes
  
  All info, chats, and tasks in one timeline
  
  Everyone knows exactly what to do next
  
  Live updates without the noise
  
  Get your Cross-Team Handoff workflow simply by describing it:
  When Sales closes a deal, they need to hand it to Implementation. Sales should provide the contract details, what we promised the customer, any special requirements, and timeline. Implementation assigns a project manager who reviews everything, schedules kickoff call with customer, and starts setup.
- Customer Onboarding,
  ready in minutes
  
  Customer submits everything in one place
  
  Customer sees progress, you get peace
  
  "We need custom terms" - handled inline
  
  Get your Customer Onboarding workflow simply by describing it:
  Sales enters customer and project details. Customer submits billing info, compliance docs, and additional requirements in one place. Auto-assigns in parallel: Finance reviews billing, Legal reviews compliance, IT validates requirements. Notify Sales when onboarding is complete
- Smart Approvals & Decisions,
  ready in minutes
  
  Auto-routes to right approver by amount or type
  
  Know who approved what, when, and why
  
  "Just this once" exceptions tracked
  
  Get a fast Approval Dialog simply by describing it:
  Marketing budget request: amount, campaign type, expected ROI. Needs Marketing Director approval, Finance if over $5K, Sales if performance marketing.
- Employee Onboarding,
  ready in minutes
  
  Accounts created reliably by day 1
  
  All departments can work in parallel
  
  Works for remote/hybrid/office hires
  
  Get a smooth Employee Onboarding workflow simply by describing it:
  After offer accepted, enter new hire details: name, role, start date, and work location (remote/hybrid/office). Auto-assigns: IT provisions accounts and equipment, HR for paperwork, Manager assigns buddy, creates first week schedule, and schedules 30/60/90 day reviews.
- Recurring Operations,
  ready in minutes
  
  Auto-triggers daily/weekly/monthly tasks
  
  Smart scheduling avoids holidays and weekends
  
  Standardized yet flexible
  
  Get an efficient Recurring Operations workflow simply by describing it:
  Every 1st and 3rd Tuesday of a month, Operations Manager reports critical inventory levels and pending orders. If critical levels exist, Purchasing has to be informed.
- Escalation Workflows,
  ready in minutes
  
  Instant war room with right people auto-added
  
  Know clearly who's doing what right now
  
  Track who told the customer what & when
  
  Get a focused workflow for an Incident or Escalation simply by describing it:
  Key Account Manager reports service issue with severity and impact. Auto-notifies Head of Engineering, Support Lead, and Director of Customer Success. In parallel: Engineering investigates root cause, Support Lead updates customer. Key Account marks resolved once fixed. Finally Customer Success schedules a post-mortem.
1. Simply describe your workflow

When Sales closes a deal, they need to hand it to Implementation. Sales should provide the contract details, what we promised the customer, any special requirements, and timeline. Implementation assigns a project manager who reviews everything, schedules kickoff call with customer, and starts setup.

2. Get Dialogs that work, in minutes

Free: Get Your Workflow

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Free: Get Your Workflow
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Connected

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Are We Connected Yet?

Chat

Spreadsheets

Tickets

Docs

Operations

Sales

Product

Finance

Approvals

Handoffs

Reviews

Onboarding

Requests

Workflows

Messages

Tasks

States

These were never
meant to be apart

Are We Connected Yet?

These were never meant to be apart

Let's start a Dialog

These were never
meant to be apart

Let's start
a Dialog