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  1. Use cases
  2. Onboarding & customer success

3 use cases

Onboarding & customer success

Help customers get started, reach meaningful outcomes, and keep making progress.

Turn closed deals into onboarding plans

Work out what was promised, what matters first, and how to get there together.

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Help customers reach their first win

Find a meaningful first outcome and the smallest practical path to it.

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Run consistent customer check-ins

Make each check-in useful by connecting customer goals, progress, and open actions.

Explore use case →

The CRM your AI runs. One trusted record for every relationship, in Claude and ChatGPT.

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