Onboarding, renewals, projects. One shared room.
Share one link. Your customer sees the plan, tasks and files. You see whether it's working.
4.8/5 on G2Onboarding · Meridian SaaS × Acme Inc.
Acme Inc. onboarding
Phase 2 of 4 · 56%
An onboarding room as your customer sees it. One link, no login. Illustrative.
We care for 1.3M end customers at companies such as…
One room for every customer moment
Anywhere you and the customer need to work from the same plan, a room does the job.
Onboarding
40 to 60% of cancellations happen in the first 90 days. Put them on a shared plan, with tasks for both sides and time to value you can see.
Renewals and QBRs
A shared agenda, action items, and everything that must happen before the renewal date.
Joint projects
Implementations, migrations, and rollouts of new features or new teams.
Customer Rooms
Build the plan once. Share one link.
Create a room for each customer with the plan broken into phases and tasks, files and comments included. Your customer opens a single link and works with you, no login needed.
Tasks for both sides
Assign work to your team and the customer's. Everyone sees the same plan.
No logins for customers
Add people with a name and email. They open the link and they're in.
Duplicate your best plan
Build a plan once and reuse it for every new customer.
Health score and alerts
Know the moment a plan slips
Room progress is a live signal in the customer's health score. When a phase stalls or a task goes overdue, you get an alert and step in before a stalled plan becomes a lost customer.
Progress feeds the score
Rooms move the customer's health score. It's a live signal, not a separate checklist.
Alerts when the plan slips
Slack or email the moment a phase stalls or a task goes overdue.
Act before the renewal
A stalled project or renewal plan surfaces weeks early, not at the meeting.
Acme's plan is slipping. "Share usage export" is 5 days overdue.
Growth and reporting
Rooms you can see in your ARR
When onboarding, renewals and projects run on a shared plan, more customers reach value, renew and expand. The reporting shows it: completion rates, time to value, and an ARR curve that bends up.
More customers reach value
A clear plan with owners on both sides, so nothing slips through.
Reporting across your base
Completion rates, time to value and stalled rooms at a glance.
ARR that compounds
Customers who reach value stay, renew and expand.
Rooms completed
92%
Time to value
12 days
NRR
112%
ARR · accounts with rooms
Connects to the stack you already use
Billing, product analytics, CRM, and support — unified into one score, and pushed back into your tools via native integrations, webhooks, and API.
FAQs
Customer Rooms, explained.
Give every customer
a room
One shared link for the plan, the tasks and the files. Connected to the health score that tells you it's working.