Improve client and partner relationships in one collaborative place
Every business relationship lives in its own Shared Space where you can collaborate with internal and external teams
Head of Ops
Partner Manager
Analytics
Account Manager
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See each relationship at a glance
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Transparency and collaboration saves everyone time
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No more sifting through your email, chat threads, or docs
Keep internal and external teams in the loop
Your view
Their view
One Place
Every relationship has a space for data, tasks, notes, milestones.
Sinlge source of truth!
ENGAGE
Your clients and partners can self-serve data & information.
You both save time!
AUTOMATE WORK
We monitor data across your relationships, flag changes, and suggest actions.
Do less work, be more proactive!
TIME INSIGHTS
See how you spend time on each relationship.
Be more productive!