Customer Journey Project Management
Lifecycle-aware boards that evolve from sales demos to implementation to ongoing success. Coordinate teams, clients, and AI agents across complete customer relationships.
Request demoBoards that adapt to customer lifecycle stages
Organize every customer engagement with intelligent project management. Sales demos become implementation projects become success initiatives—all with preserved context.
Journey-aware project templates
Pre-built workflows for prospect evaluation, customer onboarding, implementation milestones, and success planning with stage-specific task libraries.
Multi-stakeholder coordination
Assign tasks to your team, customer stakeholders, and AI agents. Capture approvals across complex enterprise buying committees and implementation teams.
Lifecycle automation
Trigger sales handoffs, implementation kickoffs, and success team transitions automatically as projects progress through customer journey stages.
Why Customer Journey Project Management
Boards that understand where customers are in their lifecycle and adapt workflows, assignments, and automations accordingly.
Adaptive project workflows
Projects automatically transition from sales-focused tasks to implementation milestones to success metrics—preserving all context and stakeholder relationships.
See journey workflows
Intelligent task orchestration
AI agents execute routine project tasks while understanding customer context: "Schedule technical review based on security concerns raised in initial demos."
See context-aware automation
Cross-stage visibility
Track customer progress from initial evaluation through successful implementation to expansion opportunities—all in unified project views.
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