As soon as the sales process is done, we're jumping on a call with our customers to onboard them and set some goals. However, it is hard to keep track of every customer, their goals, and where they are on the road to being successful with using Storylane. We're thinking of using Rocketlane (https://www.producthunt.com/prod...) for this. Any other suggestions?

An all-in-one coaching platform for life & executive coaches. A CRM tool for coaches. Sell coaching programs online, collect payments, automate client onboarding. Integrates with Zoom for virtual coaching. Client portal for greater client accountability.