No more third party tools or ineffective product tours. Build rich onboardings with embeddable shared spaces.
Point being? Your product needs to create world-class customer onboardings. Onboardings that require customers to leave your product rarely work at scale.
4-easy steps, minimum engineering time
Use our one-click Integrations to connect your CRM and Support tools
Create a shared space for a specific customer in Sero & add users to it via email
Customers interact with your team directly within your product. No more juggling multiple applications.
Create a seamless experience by customizing the embed to your style guide!
Internal teams interface with Sero on the backend while customers are in-product.
White glove and structured onboardings at scale!
Track and iterate on cross-functional processes
Journeys are where you define the tasks to be completed by internal teams and your customer’s users.
Tasks can have dependencies, internal-only visibility, issue flagging, approvals, and a lot more...
Create complex templates with tasks assigned to personas, not users. When launching, dynamically assign tasks. Mix of structure & flexibility!
Let deals won on your CRM trigger journeys! Create a repeatable process with zero lag so that customers see value much faster.
Onboardings are chaotic. Bring order to the chaos by creating approvals to confirm critical tasks are done well and issues for when problems arise.
Optimize your onboarding process over time, with continuous monitoring
Track and iterate on cross-functional processes