The best way to work with customers

Faster projects. Happier customers. Stepflow is a customer collaboration tool that provides a powerful way to bring information together and capture valuable customer input.

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Stepflow project page

Streamline communication and content into a simple workflow

Build a workflow

Build a workflow

Use steps to outline your project and keep everyone on track.
Add your content

Add your content

Drag widgets into your workflow to showcase your work in powerful new ways.
Integrate your data

Integrate your data

Easily add your data and third-party apps to make sure nothing gets lost.
Stay in sync

Stay in sync

Invite customers to gather valuable input every step of the way.
See the feature tour →

Go beyond email and internal tools

Swimming in problems

Working with customers can often result in a sea of messages and content spread out across numerous apps. Internal tools can be complex and email and chat threads create a disorganized mess.

Trouble get valuable input

Working with customers can often result in a sea of messages and content spread out across numerous apps. Internal tools can be complex and email and chat threads create a disorganized mess.

Make questions like these a thing of the past

Stepflow helps you increase productivity, provide more context, and improve customer satisfaction.

Person 1
2:03 PM
Where did you say that?
Person 1
4:37 PM
Where do I click to find that information?
Person 1
2:03 PM
Can you send a link to that document?
Person 1
10:48 AM
What email was that in?
Person 1
8:30 AM
What are the next steps for this project?

It's the best way to showcase your work and gather customer input

Easily engage with customers, just create a workflow and add content to each step. Everyone can follow along in one convenient location, pitch in, and know exactly where to get the information they need.

Workflow preview

Grow your business and keep costs down

Make more progress in less time to make sure your customers never miss a beat.

Improve productivity and collaboration

Improve productivity and collaboration

Streamline communication and content into a simple workflow to save time, increase productivity, and improve collaboration with customers, partners, and team members.
Increase your business reputation

Increase your business reputation

Give customers everything they need and improve your business reputation as a reliable and efficient partner, leading to increased business opportunities and revenue.
Reduce tool and training costs

Reduce tool and training costs

Integrate popular apps into your workflows to make information easy to find in the right context. Plus reduce the number of tools needed by using Stepflow’s widgets and save money on subscription and training costs.
Capture valuable input

Capture valuable input

By using Stepflow to track progress and share information with stakeholders, businesses can improve project management, reduce the risk of project delays, and improve project transparency.
Improve customer satisfaction

Improve customer satisfaction

By using Stepflow to improve communication and collaboration with customers, businesses can avoid costly mistakes and improve customer satisfaction.
Improve transparency and reduce mistakes

Improve transparency and reduce mistakes

Provide stakeholders a way to track information and get critical information when they need it. This can help improve project transparency, reduce the risk of project delays, and avoids costly mistakes.