Most CRMs go quiet the moment you win the deal. We're just getting started.
Onboarding, support, and renewals live in the same system as your pipeline. The relationship does not restart when the deal closes. It keeps going, with every conversation, project, and invoice in one place.
The part of the journey most tools ignore
Three stages, one continuous record. Nothing gets handed to a separate tool and quietly forgotten.
Onboard
Get new customers to first value quickly, with projects and a self-serve knowledge base.
Support
Answer questions fast, with the customer's full sales context on every ticket.
Retain
Track renewals, read the whole account, and reach out before it matters.
Get customers to value while the excitement is still fresh
A signed contract is a promise, and onboarding is where you keep it. Spin up a project tied to the customer and the deal it came from, follow it on a board, list, or timeline, and give your team a reusable checklist so nothing slips through.
- Projects linked to the customer and the original deal
- Board, list, and timeline views with clear stages and an owner
- Reusable checklists so every onboarding runs the same way
- A knowledge base customers can read on their own
Support that already knows who it is talking to
When a customer writes in, it becomes a ticket right next to their deals, subscriptions, and history. Your team sees the whole relationship, not just the question. SLA timers keep response times honest, and routing sends each ticket to the right person on its own.
- A shared inbox and ticketing built into the CRM
- Every ticket carries the customer's sales and account context
- SLA timers and automatic routing to the right team
- Internal notes and AI-drafted replies to move faster
Let customers help themselves, so your team handles less
Every question a customer answers on their own is one your team never has to. Publish your knowledge base as a help center anyone can search without logging in, and put an AI chatbot on your site that answers from that same content.
A public help center
Mark any article public and it shows up in a searchable help center at your own link. No login, no ticket, just answers.
A chatbot that reads your knowledge base
Embed it with one snippet. It answers from your published articles, captures leads when interest shows, and can check the status of a visitor's own request.
A clean handoff when it is not enough
When the bot is unsure, it passes the conversation to your team's inbox, where a real person takes over without losing the thread.
Yes. You can enable Vipps from Settings under Billing, then connect your merchant account. Here is the full guide.
See the whole account, and act before the renewal sneaks up
Open a customer and see MRR, ARR, and their main product at a glance, with every activity, meeting, invoice, and subscription on one record. A renewal timeline shows what is coming up, so you can reach out while there is still room to grow the account, not just save it.
- A 360 view with MRR, ARR, and the full relationship history
- A renewal timeline for the next 30, 60, or 90 days
- An approval step for subscription changes before they take effect
- AI insights and full audit history across recurring revenue
Questions about keeping customers
How onboarding, support, and renewals fit together in DealJourney.
Your next customer is waiting.
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