Features to set you up for success

Client Engagement and Visibility
No log in client portal
Clients can access their project without any friction. They simply get a magic link by email and access the project portal with one click.
Responsive on all devices
Customers can access their project details on desktop, mobile and tablets.
Unlimited projects
There are no restrictions on the amount of projects you can create. Go nuts!
Unlimited guests
You shouldn't be penalized for the "headcount" of customers you have, as it's not necessarily related to your revenue. Invite one stakeholder or their whole team, your choice!
Restricted visibility settings
Some things are not meant to be shared with your clients, and tasks can be internal. Keep control of what you want to show.
Project and Task Management
Workflow management
Write your onboarding steps with assignee, description, target completion time, tasks, resources, actions and dependencies. Lulo will automate that workflow and help you surface bottlenecks.
Automated reminders and updates
Lulo makes sure things get moving on both sides with automated updates and reminders based on the steps you created.
Real time inferred progress
See how far every project is as well as if they are behind or not based on your milestones' target completion time.
Time tracking and reporting
Get insights into how each playbook is performing and for what type of clients. See which tasks or milestones take the longest and leverage that data to fine-tune your estimates.
White-label project portal
Lulo automatically designs your portal as you fill in your account info to provide a consistent customer experience.
Import your customer's logo
Use your logo and client logo for each project and impress them with your professionalism and personalization when they access the project portal for the first time.
Other Services
Designated customer success manager
You work hard to provide personalized service, and so do we. Don't hesitate to reach out to your CSM at any time with your questions and comments.
Free training session
We want you to succeed! Each of our customer gets a free training session to make sure you get the most out of Lulo.