All templates
SaaS company
Kestrelmoor Commons Software
Software and ITIntakeClient portalsEvery front door, one tableNothing gets lost
Ibrahim Jessup is the support lead at Kestrelmoor Commons Software, a B2B SaaS company that sells stock forecasting to independent grocers, and he uses this to bring each new grocer on board, from the first conversation to a booked first ticket, while every grocer can open a portal to follow its own tickets.
What it makes
- 3 tables
- 5 views
- 2 forms
- 2 sets of dimensions
- 1 digest
- 1 client portal
- 1 dashboard
- 1 stage rule set
- 1 notification
- 1 agent