Affinity Canvas Reviews

I like the clean interface and focused approach to customer onboarding success.

There is still some buggy behavior that comes with new products.

Affinity canvas is helping us to retain customers and reduce churn by ensuring that the customers have a positive and thorough onboarding experience.

The responsive team to requests for upgrades and design changes

Currently cannot reorder Steps in an ongoing Project

Keeping our onboarding implementations on track

Affinity Canvas has really helped us improved the effectiveness and overall client experience of our onboarding process. It's very easy to use and is customizable enough to fit our needs.

There isn't really anything that I have disliked so far. The team is consistent with making updates and improvements to the platform, technology, and product.

Using our CRM and email client for onboarding new clients and partners hasn't been the most streamlined and easy experience. Affinity's platform has helped centralize the efforts into one system and has all of the tools to make it easier and more scalable. It also provides the end-user with more visibility into the entire onboarding process, which provides value for all of the work that is being done behind the scenes.

It was really easy to set up and start using Affinity Canvas. It is flexible and customizable to meet our needs. It is really streamlining our onboarding processes and providing better visibility and communication for our clients, our partners, and our internal teams.

I haven't disliked anything so far. There were a few features that they didn't have yet but they were already scheduled for development, so we look forward to those.

Onboarding new clients and new partners can require a lot of work and communication. We didn't have one centralized system to do that so we were doing a lot manually. Now it is all done in one place.

It is very simple and intuitive for clients to use. The simplicity of the interface makes it easy for external users to navigate the project. We have had several clients finish many aspects of the project on their own simply by following the steps in the project. This has opened up a lot of time to focus on new customers. I also love the ability to see the activity history for my own accounts as well as my peers. Stagebase makes it easy to filter out what I need to see for all of our active projects. Stagebase is always receiving updates and improvements that continue to improve the value.

Setting a manual due date for projects can be complicated because they are often dependent on previous steps. Currently, there is no way to set a due date to be the "Same day as Step 1". I also wish there was a way to edit the resources (specifically URLs) and re-order them to be in order with the steps.

Stagebase solves three major problems for us. First is the efficiency and length of our onboarding process. This allows us to use that extra time to help new clients or have time for extra discussions about additional features we offer. Secondly, Stagebase gives us the ability to see all notes and information about accounts in one place for each account. This gives our entire team full visibility of the progress or needs of all of our clients. Lastly, Stagebase gives us the reporting tools we need to identify areas of our process that are inefficient. It is very easy to see what steps take the longest and how many projects are overdue.

I like that our external users don't need to make a log in in order to see our projects. It's a real pain for all involved to make the person remember yet another password, so that's a real plus.

We started really early with the software, so there is still some functionality we're waiting on--but they've proven fast with support issues and have been progressing down their road map, so we're still pleased with how things are going

Communication and organization are the largest pain points they are solving for us. As a publisher, we essentially have 8-10 new product launches a month with different external contributors on each one, so this is really important for us to have solved.

Stagebase creates a single point of truth for our client stakeholders, prevents miscommunications and keeps the entire team on the same page.

Projects in Stagebase are slightly unflexible, but recent releases are giving us the ability to adjust for our clients.

Communication with our client stage holders has been the biggest problem solved. There is a lot less confusion and our adoption times have been better.

I like how easy it is to keep track of my client's progress throughout the onboarding process. And it's great to show them how far they have come and how much more they need to complete!

Sometimes it's hard to get clients to actually log in to see their progress but it's still really helpful to be able to show them their progress myself when we are on a call.

The Stagebase team is quick to respond and very helpful. Great tool for onboarding!

Stagebase allows clients to clearly see what the onboarding journey looks like and gives them a clear timeline to completion.

I like the ease of use, sleek interface, and consistency it provides for onboarding new customers.

Nothing other than I'm excited to see additional features added.

We onboard many new portfolio companies, and the Affinity Canvas software helps us keep track of the myriad of details related to marketing campaigns already in process, accounting systems in place, and the multiple locations of strategy documentation.

Being able to create your own stages through a customer lifecycle! It is adaptive to the unique needs of our company. Great for using and training new hires.

I wish it had our NPS attached to the platform. They are growing and expanding on offerings which has been helpful!

Stagebase helps our team know exactly where every account is on the customer lifecycle at any given moment in time.