Affinity Canvas Reviews in January 2025: User Ratings, Pros & Cons

"Great for New Hires"

What do you like best about Stagebase? 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. What do you dislike about Stagebase? I wish it had our NPS attached to the platform. They are growing and expanding on offerings which has been helpful! What problems is Stagebase solving and how is that benefiting you? Stagebase helps our team know exactly where every account is on the customer ...

"Great product fulfilling a critical business need"

What do you like best about Stagebase? I like the clean interface and focused approach to customer onboarding success. What do you dislike about Stagebase? There is still some buggy behavior that comes with new products. What problems is Stagebase solving and how is that benefiting you? Affinity canvas is helping us to retain customers and reduce churn by ensuring that the customers have a positive and thorough onboarding experience.

"A simple elegant solution for project management."

What do you like best about Stagebase? 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 ...

"VP, CS"

What do you like best about Stagebase? The responsive team to requests for upgrades and design changes What do you dislike about Stagebase? Currently cannot reorder Steps in an ongoing Project What problems is Stagebase solving and how is that benefiting you? Keeping our onboarding implementations on track

"Single point of truth for all things Client Facing"

What do you like best about Stagebase? Stagebase creates a single point of truth for our client stakeholders, prevents miscommunications and keeps the entire team on the same page. What do you dislike about Stagebase? Projects in Stagebase are slightly unflexible, but recent releases are giving us the ability to adjust for our clients. What problems is Stagebase solving and how is that benefiting you? Communication with our client stage holders has been the biggest problem solved. There is ...

"Convenient Features, Growing Functionality"

What do you like best about Stagebase? 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. What do you dislike about Stagebase? 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 ...

"The software has the basics of what an early stage CS team might need"

What do you like best about Stagebase? I like the clean simplicity of the columns to create projects and canvas'. What do you dislike about Stagebase? It's difficult to get it working exactly how I need it to. For example, automation, customize personas, report exactly what it needs to from our CRM. What problems is Stagebase solving and how is that benefiting you? It is helping me train new hires on the engagement points they need to have with customers during a full lifecycle.

"Shortened and more efficient onboarding!"

What do you like best about Stagebase? Shortened time to onboard clients and the ability to track exactly where we are in the onboarding process, leaving nothing to guesswork. What do you dislike about Stagebase? Honestly, this platform has been instrumental for us. When there are certain features they don't yet have, they are very open with us about if and when they can implement them. Recommendations to others considering Stagebase: Stagebase is super easy to use. If you are looking for ...

"Great way to track onboarding"

What do you like best about Stagebase? 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! What do you dislike about Stagebase? 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. Recommendations to others considering Stagebase: The ...

"Awesome platform for onboarding new clients and partners!"

What do you like best about Stagebase? 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. What do you dislike about Stagebase? 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. What problems is Stagebase solving and how is that benefiting you? Using ...