DiscoverStartupsJetpack Workflow
Jetpack Workflow company logo
Workflow Management For Recurring Client Work (SMB Professional Firms) 1-10 Employees
  • B2B
  • Early Stage
    Startup in initial stages
Website
Location
Company size
1-10 people
Total raised
$2.1M
Company type
Early Stage
Markets
SaaSCloud ComputingProductivity SoftwareAccounting
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Jetpack Workflow careers

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.
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David Cristello
Avatar for David Cristello
Total raised

$2.1M

Funded over

3 rounds

Latest round

Seed (May 2017)

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