See who's inside
The list identifies your clients and allows you to locate the appropriate record. From that context you can continue the relationship without confusing an opportunity with a client who already receives the service.
Operations / clients
Everything about your client, in one profile.
Register a client, give them access to their programs and follow their evolution without searching five sites.
Progress and support
Support your clients with the right context
See payments, progress and support from the context of each customer.
Clients
| Name | Status | Controller | |
|---|---|---|---|
| Lucía Navarro | lucia@example.test | Client | Laura |
| Álex Martín | alex@example.test | Client | Marc |
| Marta Ruiz | marta@example.test | Client | Laura |
This is how the route is connected.
- 01Buy
- 02Progress
- 03Accompaniment
Continued after sale
Payments, access, programs and support requests are part of the delivery. Review the corresponding area to prepare for the next conversation with updated information.
Progress and support · how it works
Support each client with their full journey in view.
Service improves when you can see what a person has purchased, what they are studying, and the conversations they have already had with the team.
Prepare access
Create access to the portal and enroll the customer in the programs that correspond to their purchase.
Check its context
Review progress, meetings, Fathom recordings, tickets and payments from the relationship with that client.
Check the experience
Preview the portal as a customer and adjust the license plates when the service you have contracted changes.
Progress and support · scope
Clients
in detail.
Registration and access
- Customer registration with access to their portal.
- Enroll and de-enroll in programs.
Follow-up
- Progress module by module.
- Scheduled calls, with their Fathom recordings if any.
- Your support tickets and payments.
See what your customer sees
- “See his portal as he sees it,” to check exactly what is available.
Available in
Starter, Essential and Pro.
View plans Starter, Essential and Pro.
Keep exploring.
Operations from €149/month
Everything you need.
To continue growing.
Connect your tools, coordinate your team and advance your business from one place.