How to Create a New On-boarding or Checklist Template for Customers | StartingPoint
In this video, we show you how to create an on-boarding or checklist template to have an easy way to complete tasks within StartingPoint for your customers. StartingPoint is a workflow management platform for service-focused companies and teams. Our platform helps companies retain customers, save money by using less software, save time by centralizing information and data, and improve operational efficiency through simple workflow to make sure nothing falls through the cracks for your customers and your team members.
If you are using a combination of multiple SaaS tools like Asana, Basecamp, Trello, Zendesk, Freshdesk, JIRA, ServiceNow, Box, Dropbox, and others to service your customers or just to get work done….StartingPoint can help you replace those tools and make work easier. Check us out at www.startingpoint.ai or contact us at firstname.lastname@example.org for a demo.