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Maria Nicolae

What tool do you use for customer onboarding?

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As soon as the sales process is done, we're jumping on a call with our customers to onboard them and set some goals. However, it is hard to keep track of every customer, their goals, and where they are on the road to being successful with using Storylane. We're thinking of using Rocketlane (https://www.producthunt.com/prod...) for this. Any other suggestions?
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William Tate
Hubspot, the most reliable one
Maria Nicolae
@william_tate did use Hubspot, but couldn't find a way to easily track the onboarding process.
Razia Aslam
Hi, most of our wireless internet Cape Town customers are long-term. Therefore, we often create Whatsapp groups to keeping them in contact.
Anu
We are launching a great AI tool that analyzes customer research 10x faster (https://www.producthunt.com/prod...)
Glen Oliveiro
Intercom. Very powerful with their product tours, in-app messaging, knowledge base for your help articles, ability to send emails too based on event triggers. Lots of features, not cheap but they have a sweet deal for early start ups who haven't got funding as yet. It will take time to get familiar with using all their features but if you can afford the time and the cost, it's a great tool to use.
Stephanie Beugras
We use stonly
Iuliia Shnai
I am building MarbleFlows Interactive simple flows for user onboarding and conversion. Happy to hear your feedback. https://www.marbleflows.com/temp...
Otavio Serra
Hello Maria, hope to find you well. Please take a look at boostio.ai. I am happy to make a call and show you a demo and more details. Feedback is also welcome. Trying to build something useful here.
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