Client Onboarding Software Resources
Discussions and Reports to expand your knowledge on Client Onboarding Software
Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find discussions from users like you and reports from industry data.
Client Onboarding Software Discussions
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Question on: Process Street
Can tasks reflect if they affect another task?Is it possible to set up tasks in a workflow to show how they affect a next task? E.g. If task one is not completed you can't complete task 4
Hello, yes you can use our stop tasks or conditional logic features to control task behavior based on a previous task.
0
Question on: Rocketlane
How can we improve the overview page and project summary section ?How do I customize the overview section presented to the customer. Are there any upcoming features on the same?
Enable the Overview page to be editable - let people choose they're own graphs
Enable Project Status to be updated from that page
Enable Project Summary section to be moveable per different users, e.g. let people move the task fields up and down as would best suit them
0
Question on: Totango
I would like for Totango to be able to send desktop notifications.I would like to see desktop notifications for: - account health status changed for account XYZ - renewals status for account XYZ is 123 - upsell opportunities for account XYZ
Hi Jon,
That definitely a great idea. The best way to ask for new features is to submit them here. Our product team listens very carefully and many of the features are coming directly from here.
https://support.totango.com/hc/en-us/community/topics/360001294011-Product-Wishlist
Client Onboarding Software Reports
Mid-Market Grid® Report for Client Onboarding
Summer 2025
G2 Report: Grid® Report
Grid® Report for Client Onboarding
Summer 2025
G2 Report: Grid® Report
Enterprise Grid® Report for Client Onboarding
Summer 2025
G2 Report: Grid® Report
Momentum Grid® Report for Client Onboarding
Summer 2025
G2 Report: Momentum Grid® Report
Small-Business Grid® Report for Client Onboarding
Summer 2025
G2 Report: Grid® Report
Enterprise Grid® Report for Client Onboarding
Spring 2025
G2 Report: Grid® Report
Small-Business Grid® Report for Client Onboarding
Spring 2025
G2 Report: Grid® Report
Mid-Market Grid® Report for Client Onboarding
Spring 2025
G2 Report: Grid® Report
Grid® Report for Client Onboarding
Spring 2025
G2 Report: Grid® Report
Momentum Grid® Report for Client Onboarding
Spring 2025
G2 Report: Momentum Grid® Report
