Streamline your programs with effective task management

Easily collaborate with your prospects, customers and partners on personalized onboarding task plans, success plans, ongoing projects and more

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A task management solution that truly drives action

Organize your programs into bite-sized, actionable task plans.

In EverAfter, tasks are meticulously crafted with:

  • Designated owners

  • Flexible due dates

  • Compelling calls-to-action

  • Supportive resources

White-labeled task management interface showcasing customizable onboarding elements, including task tracking, due dates, milestones, and support resources tailored for specific client branding

Always be closing the loop

With our task management tool, you'll never leave any loose ends. Use it to request information from your customers and partners, attach supporting files and show guided videos.

Get in touch with users or team members by starting focused conversations on specific tasks.

With automated reminders as deadlines approach, our tool not only streamlines task completion but also significantly improves productivity and journey progression.

Choose from a wide variety of  Ready-to-Use Templates

With our platform, you can offer each stakeholder a task plan that's perfect for their current milestone in their journey with you, ranging from self-service plans to comprehensive collaboration programs.

As customers and partners evolve and transition into new lifecycle stages, the B2B interface seamlessly updates, unveiling new and relevant tasks designed to propel them forward in their journey.

Build once. Iterate constantly.

Creating programs on top of your interface and reusing them for each user segment automatically in bulk is possible, but optimizing based on data is key.

EverAfter's analytics will show you how users interact with your programs so you can iterate based on what you learn.

Ready to see a personalized demo?

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