--- title: Baton Reviews meta_title: 'Baton Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 40 reviews by the users' company size, role or industry to find out how Baton works for a business like yours. aggregate_rating: rating_value: 4.4 review_count: 40 scale: '5' date_modified: '2026-07-12' parent_category: name: Customer Service url: https://www.g2.com/categories/customer-service --- # Baton Reviews **Vendor:** Baton Technologies **Category:** [Client Onboarding Software](https://www.g2.com/categories/client-onboarding) **Average Rating:** 4.4/5.0 **Total Reviews:** 40 ## About Baton Baton is a SaaS implementation management platform that automates, simplifies and accelerates even the most complex customer onboarding projects. Baton is purpose-built for project participants to work across multiple organizational boundaries. Users enjoy real-time visibility into status reporting without the frustrations of chasing down weekly updates via email, spreadsheets or other outdated processes that will never scale. ## Baton Reviews ### 1. Sufficient but Timely **Rating:** 2.5/5.0 stars **Reviewed by:** Alia M. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 28, 2023 **What do you like best about Baton?** Baton is user-friendly and easy to use. Definitely a good tool, but need more enhancements. **What do you dislike about Baton?** 1. Tasks are required to have a due date. 2. If a task(s) is deleted, the entire timeline is affected. 3. Unable to move tasks within a milestone, it can only be moved if you change the dates. 4. Checklist items, if a task has checklist items there's an icon listed on the task. When a user selects the icon, it does not directly open to the checklist. The user must navigate to the list. 5. Kanban View being taken away. 6. Project Health, the entry box blocks previous entries. The entry box should be moved to the left-hand side so users can either read or copy+paste previous reports. 7. Client view timeline is overwhelming and has a lot of information to absorb which can be confusing. 8. The projects dashboard due vs completed, baton score, and time to launch should reflect a specific user when it's filtered. **What problems is Baton solving and how is that benefiting you?** Assisting me to be more organized, timely, and reminders for the client. **Official Response from Cydney Myers:** > Hi Alia, Thanks so much for your candid and detailed feedback! We really appreciate your response and have logged several of your points to review as we continuously work to improve Baton’s capabilities to meet all our customers' needs. A few notes that may help a few of these points in the meantime: - Task checklist items do not require a due date - A deleted task will only impact the project’s timeline if the task is linked to another task - this functionality can be turned on or off - Baton’s drag-and-drop capability allows you to easily move tasks between milestones - The client timeline view can be customized by user, allowing you to filter and tailor the data to only display what is pertinent to each individual customer As always, please feel free to reach out to our team if you have any further questions or would like to walk through any of the above in further detail. ### 2. Great Tool for Managing Implementations! **Rating:** 5.0/5.0 stars **Reviewed by:** Joe W. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 02, 2023 **What do you like best about Baton?** We've primarily been using it as an internal tool to manage each of our project's progress. It's great when working with cross-functional teams. It allows you to easily assign tasks and due dates. The project templates are easy to use and makes it easy to create new projects to track. Easy and friendly team to work with at Baton as wll! **What do you dislike about Baton?** At first, there were a lot of emails, but like any application, this can be managed through settings. It has a bit of a learning curve for new users as well. It can sometimes feel clunky, and we may not be using it to its full potential. **What problems is Baton solving and how is that benefiting you?** Our projects often include other departments and it's very easy to notify them when they are up next on a task. You can easily create dependencies and link them to other tasks. ### 3. Nicely organized Software to keep a well presented overview of projects **Rating:** 5.0/5.0 stars **Reviewed by:** Patrick B. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 01, 2023 **What do you like best about Baton?** All tasks are presented in an easily understandable overview: One knows exactly what is the most important task that needs to be worked on at any point in time. Other than that I honestly haven't used it long enough to really say. **What do you dislike about Baton?** Too many notification emails, I was sick for a week and had over 100 emails; however it's very easy to adjust the settings to only receive whatever you like. Other than that I honestly haven't used it long enough to really say. **What problems is Baton solving and how is that benefiting you?** Keeping an overview over multiple projects, showing current priorities in a nice way. Helps me get focused on the important tasks and thus save time. Also, I can contact any project partners if any of their tasks are overdue and remind them to get off their ass and get their shit done! ;) ### 4. Great collaboration tool **Rating:** 4.0/5.0 stars **Reviewed by:** Louise P. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 28, 2023 **What do you like best about Baton?** Easy to share project progress with customers & others in the company Easy to assign ownership of tasks Several improvements just since we've started using it (six months ago), like a big improvement to how templates work **What do you dislike about Baton?** It's a new-ish platform so there is some friction at times (eg changes that don't save /some things are delayed) Can't change currency (we're in the UK) It's a tool, sadly it doesn't magically manage our projects for us, much to my team's disappointment ;) **What problems is Baton solving and how is that benefiting you?** Main motivation was ease of sharing progress, blockers, and ownership with customer project teams Secondary was ease of keeping management up to date with project progress These are achieved as long as project managers do their part and customers use it ### 5. Simple and intuitive but can get time consuming updating attributes at task level **Rating:** 2.5/5.0 stars **Reviewed by:** Harsh P. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 01, 2023 **What do you like best about Baton?** 1) Simple to use, no major training required 2) Can share with clients and administer it easily 3) Useful weekly notifications 4) Out of box dashboard for all projects, which is useful. **What do you dislike about Baton?** 1) Limited features (for example - can't add more columns to the plan) 2) Need to update each cell using the task drawer (no easy tabular interface). 3) Auto-save happens upon every keystroke and makes it slow and painful, especially at the start of the project when scores or hundreds of tasks need to be updated. **What problems is Baton solving and how is that benefiting you?** To bring the customer and all the internal teams together to deliver an integrated onboarding experience. To get overdue alerts and manage tasks effectively. We are evaluating improvement in business performance. **Official Response from Cydney Myers:** > Hi Harsh, We really value your review and feedback as we look for new opportunities to further improve Baton. We’ve released a few new features and updates that should help resolve a few of your comments. - Baton’s ‘Tasks’ view, which can be accessed in the main navigation, provides a hub where you can easily assess the priority of the work they've been committed to, update task status and task estimates, as well as easily track time across all assigned tasks - Recent improvements to autosave should help alleviate lag times Thanks again for your feedback! If you have any additional questions, please don’t hesitate to reach out. ### 6. Used for new client integrations **Rating:** 3.5/5.0 stars **Reviewed by:** Lucas H. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 28, 2023 **What do you like best about Baton?** - Overall a useful tool for project management with good insight for client and allows for internal collaboration. - Has decent integration with Jira allowing for PMs to push tasks from Baton, where clients can track them, to Jira, where they can implemented by dev team. - Allows for quick setup of new client and lay out all required tasks **What do you dislike about Baton?** - The jira integration isn't two-way and not automatic. It became a lot of overhead to make sure that Baton and Jira were in sync which led to a lot of Baton tasks become outdated by the time they were actually implemented due to changing requirements - Related to above, a lot of our projects were very heavily used in the early stages of project by all stakeholders, but by the mid to late stages was usually not maintained properly and customer no longer was actively using it. The tool requires an expert, or someone to 'own' it. This is not necessarily an issue with the product and maybe more in my experiences. **What problems is Baton solving and how is that benefiting you?** Main use is for client onboarding to lay out a SoW for the integration and allowing the client to view/manage. Client often uses it to upload documents relevant to the onboard and to view timelines/roadmaps. **Official Response from Cydney Myers:** > Hi Lucas, Thanks for your review! We really appreciate your feedback and will be releasing an update to the Jira integration that will make working across systems more efficient and seamless. If you have any additional questions, please feel free to reach out directly. ### 7. A nice product that has room for growth **Rating:** 4.0/5.0 stars **Reviewed by:** James G. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 01, 2023 **What do you like best about Baton?** I like being able to get all the tasks in a nice list and being able to organise projects. A very cool part of it is when you have tasks that are dependent on others, any time you change the date, those dependents get shifted to accomodate the changes automatically. Does take a little bit of time to get set up but once it's done, it works brilliantly **What do you dislike about Baton?** It can sometimes feel a little bit clunky, this is when it is trying to autosave. I've had instances where I have typed out some notes within a task or updated the description for a client and it has then decided to overwrite what I have done as it has decided to save an old state. **What problems is Baton solving and how is that benefiting you?** By moving away from excel, we now have a dynamic schedule on our projects that both ourselves and the client can interact with in real-time. **Official Response from Cydney Myers:** > Hi James, Really value your review and feedback as we look for new opportunities to further improve Baton. We’ve recently released several improvements to Baton’s autosave function that should alleviate the mentioned lag times. If you have any additional concerns, please do not hesitate to reach out to our CS team directly. ### 8. Great platform for project management **Rating:** 4.0/5.0 stars **Reviewed by:** Alex J. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 28, 2023 **What do you like best about Baton?** I really love the ability to add subtasks under tasks to ensure we're checking all boxes with portfolio clients. This allows us to add tasks for each specific building which is very useful! **What do you dislike about Baton?** I wish there was an ability to filter by date, not milestone within our projects. Being able to do this would be extremely helpful with seeing an overall view of what is due today. **What problems is Baton solving and how is that benefiting you?** Baton is solving the issue of not being organized throughout the project and being able to give the client an overall snapshot of where we're at with their implementation. **Official Response from Cydney Myers:** > Hi Alex, We’re always looking for new ways to improve Baton, so we really appreciate your feedback. To help you easily access the project data you need, you do have the ability to filter by due date with a project and in Baton's Tasks view. If you have any additional questions or feedback, please do not hesitate to contact our CS team directly. ### 9. Passing the Baton **Rating:** 4.5/5.0 stars **Reviewed by:** Harrison H. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 28, 2023 **What do you like best about Baton?** Great at keeping projects and tasks organized, and useful for time tracking and planning when to tackle certain tasks. Also love the ability to integrate with Salesforce. **What do you dislike about Baton?** Often times a project is listed as high risk when it should not be/when there are no problematic tasks left uncompleted. Alternatively sometimes projects are listed as low risk when they do have problematic tasks left uncompleted. **What problems is Baton solving and how is that benefiting you?** Baton is very useful for keeping track of projects and tasks related to those projets. It is great for time tracking, and keeping all things related to a project in order. ### 10. Great platform. Great people. **Rating:** 5.0/5.0 stars **Reviewed by:** Alex L. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 28, 2023 **What do you like best about Baton?** Baton is used in our company for project tracking. We rely on Baton to keep ourselves accountable and on track. Baton has many valuable features, but my favorite part about it is the open communication we have with the Baton team. Any feature request we have, the team is responsive and takes it into consideration, often times building it into their next release! **What do you dislike about Baton?** Nothing! Baton works well and meets the needs for my team to stay on track. It has great features and we are able to use Baton to digest where we are when tracking projects. **What problems is Baton solving and how is that benefiting you?** Baton is helping our team track implementations of our product. It has many valuable features that allow our team to see where our team is at in the implemetation stage. ## Baton Discussions - [What is Baton used for?](https://www.g2.com/discussions/what-is-baton-used-for) - [View Baton pricing details and edition comparison](https://www.g2.com/products/baton/reviews/baton-review-5330804?section=pricing&secure%5Bexpires_at%5D=2026-07-13+09%3A46%3A25+-0500&secure%5Bsession_id%5D=35a08c1c-1160-441c-8df2-7df0ab959615&secure%5Btoken%5D=dabbaf0e4bed460957b1ccd31aa4bf6fe6022de3f892b7b9a804412547cfddd4&format=llm_user) ## Baton Features **Tasks** - Creation & Assignment - Due Dates - Task Prioritization - To-Do Lists - Dependencies - Mass Updates - Recurring Tasks **Task Creation** - Creation & Assignment - Due Dates - Mass Updates **Onboarding Setup** - Workflows - Templates - Checklists **Projects** - Planning - Project Map - GANTT - Calendar View - Views - Issue Tracking - Templates - Time & Expense **Task Management** - Task Prioritization - To-Do Lists - Dependencies **Project Tracking** - Monitoring - Resources - Content - Tasks - Optimization **Resource Management** - Capacity - Scheduling **Customer Engagement** - Portal - Engagement - Visibility - Collaboration **Generative AI** - AI Text Generation - AI Text Summarization **Project Monitoring** - Baselining / KPIs - Resource Allocation - Dashboards **Generative AI** - AI Text Generation - AI Text Summarization **Agentic AI - Project Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Baton Alternatives - [GUIDEcx](https://www.g2.com/products/guidecx/reviews) - 4.6/5.0 (459 reviews) - [Rocketlane](https://www.g2.com/products/rocketlane-corp/reviews) - 4.7/5.0 (833 reviews) - [monday AI Work Platform](https://www.g2.com/products/monday-com/reviews) - 4.7/5.0 (16,466 reviews)