Stagebase Reviews & Product Details

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

Shortened time to onboard clients and the ability to track exactly where we are in the onboarding process, leaving nothing to guesswork. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Stagebase creates a single point of truth for our client stakeholders, prevents miscommunications and keeps the entire team on the same page. Review collected by and hosted on G2.com.

Projects in Stagebase are slightly unflexible, but recent releases are giving us the ability to adjust for our clients. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I like the clean simplicity of the columns to create projects and canvas'. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I wish it had our NPS attached to the platform. They are growing and expanding on offerings which has been helpful! Review collected by and hosted on G2.com.

The responsive team to requests for upgrades and design changes Review collected by and hosted on G2.com.

Currently cannot reorder Steps in an ongoing Project Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.