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