Create a space for your clients to thrive

Design every interaction of the customer journey into a personalized hub and share it with your clients.

1. Add your accounts to Lulo:

Start by importing the accounts you manage into Lulo. This can be done by uploading a CSV file or by integrating with your favourite CRM.

2. Craft your playbooks

Use some of our basic templates to get started right away or drag and drop the components that matter the most to you to create your own view. You’ll find everything you use today such as task management, messages, checklists or files.

3. Share with your clients

Creating the template provides the foundation to get started with each of your customers. Ditch passwords and delight users with magic link to start collaborating and guiding them through your customer journey.

4. Monitor your initiatives

Each customer gets a dedicated hub to collaborate and strengthen the relationship. Your templates are a foundation on which each interaction and piece of content is unique to that customer.

5. Delight your customers

Give yourself the tools to succeed and scale your department at a fraction of the cost of building it yourself. Stand out from the competition, increase your company’s NRR and set yourself to go to the next level.

Ready to ignite a new customer experience?

Let's impress your clients!

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