Fast-Track Your Client Onboarding Process
Automate the busy work, and focus on driving solutions for your customers.
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Build A World-Class Client Onboarding Experience
Clearly Define Project Plans
Pinpoint Bottlenecks and Breakdowns
In-depth project insights and audit trails allow teams to track trends, prevent delays, and proactively identify and resolve existing and potential risks and communication problems.
Centralize Project Documentation
Improve Team Bandwidth & Productivity
What our Customers Say
Standardize, Accelerate and Scale Your Process
Template and Project Automation
Automate redundant tasks, ensure every project follows best practices, and deliver a consistent experience accross your portfolio.
Unlimited Customer Collaborators
Keep your customers informed and accountable with a collaborative customer portal.Â
Enterprise-Level Resource Management
Combine project and resource management into a single tool. Build a process that can keep up with your growth and do more with less.
Native Integrations and the Baton API
Integrate natively with tools like Salesforce and Jira to ensure everything is up to date. Baton is built to plug seamlessly into your process.
Crush Every implementation
A great process is the sum of small improvements made every day. Get the guide to crushing every implementation, and learn more about how client onboarding software can help.
