Client Relationship Management for Every Type of Business
Bring all your client engagement, communication, data-driven insights and content into a single digital workplace. Eliminate the need to switch between multiple applications to find what you need and focus on driving lasting, valuable client relationships, achieving higher retention, and maximizing ROI.
Key Slingshot features to help with Board of Directors
Faster Client Onboarding
Keep, manage and share all your client projects in one place, streamlining processes all from one app. Invite your client to a ready workspace, set up a clear timeline and displaying all projects, tasks, data dashboards, and files related to your client. Share with them everything relevant in an organized fashion and kick-off communication immediately in context. In Slingshot external collaborators have specific permissions to control who sees what, helping clients stay in tune with tasks, projects, or workspaces specific to them and limiting their access to irrelevant and/or sensitive data.
Manage All Campaigns in One Spot
Be intuitive and engaging in your client campaigns, making sure you deliver the best results with data analytics in dashboards, conversations in context, and tasks with clear ownership and due dates. Stay aligned with project briefs and key documents, all pinned or uploaded in the same place collaboration happens, so all the important client files and info stay accessible 24/7. Keep both your team and clients synchronized all the time and build trust with transparency and a clear record of all activities and details on your campaigns.
Communicate In Context in One Place
Nothing falls through the cracks in your client management process in Slingshot. All conversations are in context, with an option to chat with everyone on your team or external collaborators at a task, project, or data dashboard level. Engage with your clients and keep everyone updated in real time, get feedback faster and create a truly immersive experience in your communication – you’ll never lose perspective in an all-in-one digital workplace.
All Your Client’s Data in One Place
Simplify decision-making and create a data-driven process in your client management with Slingshot’s data dashboards. Provide your clients with access to their campaign or project data with access from anywhere and on any device, always securely. Create custom dashboards to track progress and make decisions based on data insights like never before. Help your clients measure success and show them the progress of your collaborative work in one view, pulling data from multiple platforms to visualize in a dashboard, telling the full story. All your tasks, updates, projects, pipelines, and real-time insights are easy to access and analyze comfortably, in one glance.
Frequently Asked Questions
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