If anyone is manually configuring accounts, that is an ops problem at the worst possible moment, right after someone just paid you.
Not features. Each of these is a build that runs in the tools your team already has open, whether or not anybody is watching it.
A deal closes on Tuesday. Somebody creates the workspace, invites the seats, copies the plan limits across from the order form, and sends a welcome email written from a template that is two versions out of date. None of that is product work. All of it happens in the hour the customer is paying the most attention.
The cost is rarely one large failure. It is the small gaps: a trial that expired while the champion was on leave, an account that never got past the first screen because nobody noticed, a renewal that surfaced eleven days before the date. Each one is recoverable on its own. Together they decide what your retention number is.
Automation earns its place here by taking the steps that never needed judgment: creating, inviting, reminding, recording. What is left is the conversation with the customer, which is the part a person was always better at anyway.
Built for the teams whose signups arrive faster than their setup.
The short version. The full detail is on the security page.
Read the security pageWhat our clients say
They didn’t just build pages or connect a few automations. They turned a detailed business process into a working system.