Workflow Management For Recurring Client Work (SMB Professional Firms) 1-10 Employees
- B2B
- Early StageStartup in initial stages
Jetpack Workflow careers
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.
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.
Senior Full-Stack Developer
Remote only • Canada • United States
$170k – $210k • 0.1% – 1.0%2 months ago
David Cristello
Founder @Jetpack Workflow
Valuation
$0
Funded over
3 rounds
Latest round