SAN MATEO, Calif., Jan. 27, 2025 /PRNewswire/ -- Rocketlane, the leading customer onboarding and PSA (professional services automation) platform, today announced the release of its annual State of ...

This content has been selected, created and edited by the Finextra editorial team based upon its relevance and interest to our community. Onboarding is the process by which a prospective customer ...

monday.com, for instance, is not only our top pick of project management tools, but has some great Gantt chart functionality on its later plans. As we’ll demonstrate over the course of this ...

Tomer Guriel is the Co-Founder and CEO of ezbob - a propriatery Core Lending Platform enabling banks to migrate to digital services. Think about this: Your clients enter a bank to open an account ...

HubSpot is a customer platform that can connect marketing ... portfolio creation, board views, and Gantt charts, among others. The portfolio management functionality specifically helps monitor ...

Her expertise is in personal finance and investing, and real estate. Theresa Chiechi / Investopedia A Gantt chart is a commonly used graphical depiction of a project schedule. It’s a type of bar ...

24/7 customer support for all plans ... You can also try out other project views, like Gantt charts and calendars, if the grid view isn’t working for you. Pro: $9 per user per month billed ...

But when you figure the lifetime value (LTV) of a new customer, you need to make room in your sales and marketing budget for the most important part of the selling process: client onboarding.