Avatar for Jetpack Workflow

Workflow Management For Recurring Client Work (SMB Professional Firms)

Workflow Management For Recurring Client Work (SMB Professional Firms)

Jetpack Workflow is Recurring Client Management for Professional Firms (with a current focus on small-mid accounting firms)

We serve the 'second half' of the client relationship, the one that deals with ongoing work,scheduling, billing, and firm analytics.

Most CRM/PM tools focus on the 'first half' of the client journey:
For example:
1. Sales Pipeline (get the sale and close it)
2. Marketing management (bringing customers in)
3. E-commerce (online retail)
4. And customer support and service

None of this address the hundreds of clients, thousands of recurring tasks, and dozens of staff members these firms need to manage (Client Success)

Our goal is to empower owners with better 'people logistics' on their team and profitability metrics on their clients.

David Cristello

Avatar for David Cristello
Founder @Jetpack Workflow Previously grew SaaS companies & Lead Generation Consultant
Total raised

$2.1M

Funded over

3 rounds

Latest round

Seed (May 2017)

Jetpack Workflow hasn't added any jobs yet

Get notified when Jetpack Workflow posts new jobs.

See similar jobs