SEAMLESS SOFTWARE IMPLEMENTATIONS START HERE

An all-in-one tool built to manage the most critical phase of the customer journey.

Crush Every SaaS Implementation

From mid-market SaaS to at-scale unicorns, the industry’s fastest growing companies run with Baton.

What is Customer Onboarding and Implementation Software?

Baton is a new class of software that allows teams to automate project administration, keep clients engaged and accountable, and accelerate a repeatable implementation process.

Unmatched Project Visibility for Clients and Teams

Efficient and Scalable Project Workflows and Templates

Centralized Data and Unique Business Insights

Automated Communication and Proactive Alerts

Not Just Software, A Scalable Process

The Baton Method is a new approach to project delivery built on software that scales.

DISCOVER

Solutions

Standardize

Templatize your process and deliver a consistent experience to every customer you onboard.

Accelerate

Automate project administration and improve your process in real time with actionable project insights.

Scale

Keep up with business growth and get more customers live, faster, without adding headcount.

Standardize Onboarding Workflows

To become an industry leader, your entire team has to work from the same playbook. With Baton, ready-made templates ensure a consistent experience across every project.

Executives, contributors, and clients unlock real-time visibility and are held accountable to project timelines.

Accelerate Time-to-Value

The key to keeping the customers you win is getting them to value quickly. Real-time reporting down to the task level helps you make improvements daily.

Project automation from creation to completion frees your team up to focus on driving solutions efficiently.

Do This At Scale

Spreadsheets, general project management tools, and legacy PSAs lead to the same problem at different stages. Data is siloed and you're stuck updating and managing multiple tools.

Baton brings project, resource, and customer management into a single tool built for scaling organizations.

What leading Implementation & Customer onboarding experts are saying

“My team absolutely loves Baton. We're streamlining meetings. We now only talk about projects that are at risk or completely off schedule.”

“When I’ve inherited another manager’s project, it’s helpful to view a history of what’s been completed and understand the current state of the project in Baton.”

“Before Baton, there were two or three extra steps with each client update. They had to export, then make sure it's accurate, and then send it over. That extra work is eliminated with Baton.”

“For the first time ever, we're able to pull consolidated metrics from across all of our projects and easily present a unified view for our management to ultimately make better decisions.”

“Baton has turned us into a well-oiled machine, able to get customers in and out without sacrificing any deep connections or attention to detail.”