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Align teams and clients in one branded space
Manage every stage of your sales pipeline
Plan, interact and track your campaigns
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Deliver exceptional client services
Build workflows to achieve your goals
Analyze feedback to improve client success
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Deal with projects and scale your business
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Collect & manage client information
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Create one source of truth for clients & team
Work on client projects without extra hurdles
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Manage your client projects in real-time and succeed
Features
main features
Internal & external collab in one place
Send only one link with all information
Promote your brand and services, not ours
Protect your data and work in a secure space
Add different content to one doc
No-code portals for clients & partners
Organize information and navigate easier
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Use all your favorite tools on one platform
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Settle workflow in three months
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Organize and manage your teams
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Description
It's an outline of a customer or how the target faces challenges performing their job. The customer table includes a basic Persona understanding, and moreover is a core that you can easily improve. This is the finished form and the foundation to which you can attach details about the person based on the needs and characteristics of your customers, so you can figure out the level of relevance to the company.
You can leave the principle of one person — one note, and collect them in folders, subfolders, and directories. But if you want to compare several customers — we have prepared a different form for you. The table includes the same inspection only for multiple people with the ability to sort by indicators afterwards, such as Soft Skills level. We hope you will meet only the best people on your way: both job associates and customers.
The template includes two parts: Let's start with the first part — Visual. Here, you can:
Second part — a table with the indications. Here, you can:
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