Sidekick for Technology and SaaS
Connect the buying journey, onboarding, product-facing work, billing, and renewal.
Manage accounts, opportunities, calls, appointments, proposals, projects, support work, subscriptions, payments, sites, and AI Agents around the customer lifecycle.
Start with Sidekick for Technology and SaaS
Where the day gets stuck
Customer work scattered across systems
Renewal risk assembled manually
Your Sidekick product recipe
Deep apps, connected around the way this business works.
Customer growth
Sidekick CRM
Know every customer. Move every opportunity.
Business operationsSidekick ERP
Finance and operations on the same record.
Service operationsSidekick Appointments
Make it easy to book and easier to run the day.
CommunicationsSidekick Voice
Business calling with real phones and real help.
Customer growthSidekick Sites
Publish the front door to the business you already run.
PlatformSidekick AI
AI that can see the work and help move it forward.
Who gets value
Different roles, one operating record.
Sidekick gives each person a focused way into the same customer, work, and financial context.
- 01Seller owns commercial path
- 02Customer team owns outcomes
- 03Finance tracks recurring value
Workflow 1
hand a new customer into onboarding
A practical Sidekick workflow that helps the team hand a new customer into onboarding.
- Carry goals and scope
- Create onboarding plan
- Assign owners
- Track readiness
Workflow 2
prepare a renewal decision
A practical Sidekick workflow that helps the team prepare a renewal decision.
- Summarize relationship and open work
- Review commercial history
- Identify risk and value
- Assign outreach
Workflow 3
deploy a customer-facing AI Agent
A practical Sidekick workflow that helps the team deploy a customer-facing ai agent.
- Define role and tools
- Set permissions and credits
- Test human handoff
- Publish and monitor
Sidekick AI in the work
Useful actions, grounded in the operating record.
- Summarize account health
- Draft onboarding communication
- Operate approved customer workflows