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New SuccessCycle module

You’ve asked for the ability to set due dates and assign tasks and now you have it. The SuccessCycle module is completely new, inside and out, providing a powerful solution to effectively manage your customer throughout the entire lifecycle.


The SuccessCycle now includes an overview sheet to give you an at-a-glace summary of your client’s progress. The module has also been moved to the top of the page for easier access.

Other exiting new features include:

  • At-a-glance cycle progress meter 
  • Assign stages, activities, and tasks to team members 
  • Drop in ad hoc tasks as needed, specific to the individual client’s needs 
  • Analytics bar showing progress, days-left, and due dates 
  • One-click access to attachments 


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