Know which customers need you before they tell you.
You’re already running a structured onboarding plan. The part that’s missing is knowing, without opening four other tabs, whether the customer behind that plan is actually on track.
Onboarding journey
Brightpath Retail
Not started
Legal review
Aug 4
In process
Kickoff call
Jul 28
Scope project
Jul 30
Completed
Intro call
Jul 22
Compared to a pure project-plan tool
Tools built around the project plan — timelines, tasks, milestones — show you what’s scheduled next. They don’t tell you a customer’s support queue is piling up, or that product usage dropped off after week two. CoPort adds that signal on top of the plan you already run, instead of asking you to replace it.
Health score, not just task status
One live number per account, built from CRM stage, support volume, product usage, and billing state.
Structured journeys that flex
Real templates for onboarding, adaptable per customer instead of a one-size-fits-all path.
Your whole book, ranked by risk
See which accounts need attention this week, instead of checking each one individually.
No new system of record
CoPort reads from the CRM, support desk, and product tools you already run — no re-entering data.