Customer Milestone Tracking

ClearPoint Strategy

OKR and Goal Tracking

ClearPoint Strategy is an AI-powered platform that combines hard data with human insights to give organizations one clear view of their strategic performance, eliminating the chaos of spread...

Bonusly

Recognition and Rewards

Bonusly is an employee recognition and rewards platform that enables peer-to-peer recognition, milestone celebrations, and incentive programs to boost team engagement.

Champify

Revenue Intelligence Platforms

Champion tracking platform identifying when former customers and users change jobs to create warm sales pipeline.

Drata

Compliance Management

Drata is a compliance automation platform that helps organizations achieve and maintain SOC 2, ISO 27001, HIPAA, GDPR, and PCI DSS certifications. It provides continuous control monitoring,...

Baton provides implementation management for B2B SaaS with project templates, customer collaboration, and handoff automation between teams.

ClickUp

Project Management

ClickUp is an all-in-one productivity platform that combines project management, docs, chat, goals, and whiteboards into a single workspace. It provides extensive customization with 15+ view...

Deputy

Scheduling Software

Deputy is a workforce management platform for shift scheduling, time tracking, task management, and team communication for hourly workers.

ClientSuccess

Customer Success Platforms

ClientSuccess provides customer success management with health scores, engagement tracking, NPS, and revenue management for SaaS companies.

Buildertrend

Construction Management

Buildertrend is a construction project management platform for home builders, remodelers, and specialty contractors with scheduling, financials, and client portals.

DocuSign

E-Signature

DocuSign is the global standard for electronic signatures and agreement management. Its platform enables organizations to prepare, sign, act on, and manage agreements digitally, with support...

Clio

Legal Practice Management

Clio is a cloud-based legal practice management platform providing case management, time tracking, billing, document management, and client intake tools for law firms.

Brightwheel

Daycare Management

Brightwheel is a childcare management app for preschools and daycares with daily reports, billing, attendance tracking, and parent communication.

Careficient

Hospice Software

Careficient provides comprehensive EMR solutions for hospice and home health agencies, managing clinical documentation, billing, and agency operations.

Copper

CRM

Copper is a CRM built for Google Workspace that automatically captures contacts and activities from Gmail and Calendar.