PRODUCT OVERVIEW Collaborative workflows that delight customers
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Managing external projects with customers can be challenging. Communication and collaboration get messy, leading to mistakes, bad impressions, and additional work.
Traditional methods like email do not support effective collaboration and bringing customers into team project management tools can lead to even more confusion and wasted time.
With Stepflow, your customers get a collaborative and transparent project workflow, freeing teams from excessive emails, meetings, and busy-work. Stepflow empowers external-facing teams, consultants, agencies, freelancers — and their customers — one central place to view and collect project details, every step of the way.
It's the best way to achieve stronger customer relationships, new breakthroughs, and increased business growth that adapts to any project size.
Impress your customers
Use Stepflow to streamline communication, keep your projects organized, and avoid disputes.
Organize both sides
Provide customers with an intuitive interface that organizes projects into clear, actionable steps, reducing the risk of disputes and streamlining the project process.
Add powerful collaboration tools
Add dynamic content to each step using drag and drop widgets that are easy for customers to understand. You’ll make more progress in less time, without the excessive back and forth and busy-work that projects normally require.
Keep everyone on the same page
Consolidate work into one shared workflow and bring in your customers. Give everyone a shared perspective of the project and see everything in context.
Make projects self-serve
Provide an easy way for customers to access project materials and stay informed in real-time, simplifying the process of gathering important information. This frees up team members to focus on other tasks.
Customer collaboration made easy
Key features to improve customer relationships and grow your business.
- Create a completely custom workflow for your project with steps. These organize all your content making it easy for customers to get in and find what they're looking for.
- Widgets are like mini apps that allow you to create a custom workflow for your customers, at any technical skill level. Build a workflow in a way that matches your customers needs.
- Keep using your favourite tools by utilizing widgets that integrate with popular apps for file management, design, document editing, and more!
- You and your team have complete control over the organization and configuration of your project. Customers can be set up to contribute content or have a view-only access. The permission settings give you the option to decide who can make modifications.
- Easily track and communicate the progress of each step in your project workflow to customers, with clear status updates, providing real-time visibility into the project's progress and keeping everyone on the same page.
- Eliminate back-and-forth with context-based widget commenting for all project stakeholders. Start a thread on any widget to streamline collaboration and feedback.