Customer portal
A page per customer with their tasks, the people involved and what happens next. Magic-link sign-in, uploads with proof and no seat to buy.
Every plan · branding on Enterprise
Product
One board. Every promise visible.
Owners, customer tasks, blockers and the first-value forecast, in one view your team and your customer share. Six stages, the same on every playbook, so a new CSM can pick up any account on any day.
The six stages
Step through an onboarding.
Choose a stage to see what happens in it, who does what, and the signal Latchline watches for. Use the arrow keys to move between stages.
Automations in this stage
Risk signal:
This stage on the board
Customer lane
Your team's lane
- Done
- In progress
- Blocked
- Up next
Plan preview
Pick a playbook and a kickoff date.
Latchline spreads each milestone across the playbook's target days and moves anything that lands on a weekend or an office closure to the next working day. This is the same calculation a new board uses.
Around the board
The parts that keep it honest.
First-value forecast
Each task move recalculates the date the customer reaches their outcome, against the plan and the playbook's median.
Growth and Enterprise
CRM and help desk sync
A closed deal opens a board with the sales notes attached; milestones write back to the account so sales sees progress too.
Add-on on any plan
Security answer library
Approved answers to the questions every questionnaire asks, attached to the access stage with their review date.
Every plan
Coverage and handover
Out-of-office dates move tasks to a named cover, and a handover note is drafted from the board when onboarding ends.
Every plan
Time-to-value reporting
Median days to first value by playbook, segment and owner, with the stalls that cost the most time called out.
Growth and Enterprise
See it with one of your own onboardings.
Thirty minutes with an implementation lead, Pacific time.