Flowlu ◆
Flowlu is an all-in-one business platform combining CRM, project management, invoicing, finance, and a knowledge base.
Free·from $9/user/mo
About Baton
What Baton Does
Baton is an all-in-one project management software designed specifically for the critical phase of customer onboarding and software implementation. It helps teams standardize, accelerate, and scale their delivery processes without burning out. By automating handoffs, reminders, and client notifications, Baton reduces busywork and keeps everyone aligned from kickoff to delivery.
Who It's For
Baton is ideal for customer success teams, professional services firms, and sales/revenue teams that manage complex client implementation projects. It's built for growing organizations that need consistency across projects. It is less suited for ad-hoc or informal project tracking without structured processes.
Key Use Cases
Use Baton to create repeatable project templates for onboarding, accelerate delivery through automated task notifications, and scale client projects without adding headcount. Teams replace spreadsheets and scattered Slack threads with one centralized workspace that includes a customer portal for client visibility.
Key features
- Project Templates — Build repeatable templates that ensure consistency while allowing customization for each client.
- Automated Notifications — Automatically nudge the right people at the right time to reduce dropped balls and fire drills.
- Customer Portal — Give clients a dedicated portal with project alerts and full visibility into progress.
- Dashboard & Status Reports — See total project visibility without micromanaging individual tasks.
- Time Tracking & Timesheets — Track billable hours and resource usage to optimize delivery.
- Integrations — Connect with Zapier, Jira, Salesforce (on higher tiers) and access API for custom workflows.
- Task Insights & Actionable Emails — Get smart insights and actionable email updates to keep projects moving.
SaaSpartout Score
7.3
/10
Editorial score from our review methodology — not user ratings.
Baton Pricing
Baton pricing: Contact for pricing.
Standardize — Ideal for Growth Stage Teams
Key features: Project Templates, Dashboard, Status Reports, Task Insights, Actionable Emails, Magic Link Sign In, Unlimited Custom Fields, Unlimited Attachments, Unlimited Customer Collaborators, Customer Portal, SOC2 Compliant. Book a demo for pricing.
Accelerate — Great for Mid-Sized Orgs
Includes Standardize features, plus: Time Tracking & Timesheets, Resource Management, Zapier Integration. Book a demo for pricing.
Enterprise — Customizable for Established Processes
Includes Accelerate features, plus: Jira Integration, Salesforce Integration, API Access, Custom Reporting, White Glove Onboarding, Project Plan Consultancy, SSO, Dedicated CSM Support. Book a demo for pricing.
All plans: Free trial available. Contact Baton for exact pricing.
Frequently asked questions
Is Baton free?
Baton does not have a permanently free plan, but a free trial is available. Contact sales for trial access.
How much does Baton cost?
Baton has three tiers: Standardize (growth-stage), Accelerate (mid-sized), and Enterprise (custom). Exact pricing is not listed publicly — book a demo for a quote.
What is Baton used for?
Baton is a project management tool built specifically for customer onboarding and software implementation projects. It helps teams standardize workflows, automate handoffs, and keep clients informed.
Who is Baton best for?
Baton is best for customer success, professional services, and sales teams at growing companies that need to deliver consistent, scalable client implementations.
What are the top alternatives to Baton?
Common alternatives include dedicated customer onboarding platforms like ClientSuccess, as well as general project management tools like Asana, Monday.com, and Smartsheet.
Does Baton integrate with Salesforce or Jira?
Yes. Jira and Salesforce integrations are available on the Enterprise plan. Zapier integration is included on the Accelerate plan and above.
