Stagebase
When I joined Stagebase, it offered customizable project templates with dynamic dependencies to reduce the load on CSM reps keeping track of projects for all of their clients. It also provided clients their own view for transparency into the project status.
Gallery
Customer Sentiment - Health Scores
Account Dashboard
Reporting
Custom Fields and Integrations with Hubspot and Salesforce
Automation
Project View with Dynamic Step Progression
Project Step
In the year I led the design, we scaled the product to add incredible time-saving features with more robust customizations to project templates, timeline dependencies, email and project status automation, integrations with Hubspot and other CRM tools, custom project and account fields, reporting and project and account healthscores.
