Sale-to-delivery hand-off
Onboarding starts the moment the deal closes.
A ready template and a Create card action that hands the CRM record to a board.
Find it in ProjectBaser
- Workflows
- Templates
- Deal won: onboarding card and notification
/workflowsWhy it’s better
Sales and delivery share one app, so no one re-types the job.
The new client feels looked after from minute one, not after a dropped hand-off.
ProjectBaser
Put Sale-to-delivery hand-off to work.
Boards for the work that follows the sale.