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Baton
All-in-one Project Management for Client Onboarding & Implementation

What is Baton?

Baton is a comprehensive project management platform designed to simplify the complexities of client onboarding, software implementation, and professional services delivery. By centralizing workflows, notifications, and communications, Baton eliminates busywork, increases team output, and reduces the risk of project delays or dropped tasks. Its approach modernizes the entire project lifecycle, ensuring all stakeholders—from internal teams to clients—stay informed and aligned throughout each phase.

Built for scalability, Baton lets organizations standardize processes via repeatable templates, automate repetitive tasks with intelligent reminders, and offer dedicated client portals for enhanced visibility. Integration options, customizable fields, and robust compliance features support both growing teams and enterprises, enabling confident project execution and optimized client experiences.

Features

  • Project Templates: Repeatable templates for consistent project execution
  • Dashboard: Centralized view for tracking project statuses and progress
  • Status Reports: Real-time updates on project milestones and deliverables
  • Task Insights: Analytics and reporting for actionable task management
  • Automated Notifications: Timely handoffs, nudges, and updates sent to stakeholders
  • Customer Portal: Dedicated area for clients to track project progress
  • Time Tracking & Timesheets: Manage resource allocation and monitor timelines
  • Resource Management: Optimize team workloads and assignments
  • Integrations: Connect with platforms like Salesforce, Jira, and Zapier
  • SOC2 Compliance: Enterprise-grade security and data protection

Use Cases

  • Streamlining client onboarding processes for SaaS companies
  • Automating project handoffs and reminders across teams
  • Managing software implementation projects with standardized workflows
  • Improving communication with clients via custom portals
  • Enhancing visibility and accountability for professional service firms
  • Scaling project delivery without increasing team workload
  • Providing real-time status updates to clients and internal stakeholders

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