Senior project managers: never miss subscription handoffs

Senior project managers miss new Success Program subscriptions in CRM, causing onboarding delays. Instant alerts deliver MRR and start/end dates to owners so handoffs begin quickly.

Overview

Missed new-subscription alerts create onboarding gaps and risk activation windows for software projects. This workflow ensures account owners, sales, and customer success receive MRR and contract dates and gets an onboarding task started immediately, protecting your launch cadence and reducing missed starts.

Notable Features

Notify account owners and stakeholders
Include MRR and start/end dates
Create onboarding tasks in project tool