Product configuration on autopilot

Product configuration on autopilot

Enable pre-sales and post-sales to deliver personalized customer implementations in minutes – not weeks.

Book a demo
Generated demo dashboard
Created 100 new users
Created 25 task groups
Assigned tasks to users
Filled task descriptions
Set 100 status tags
Added dashboard filters
Auto-filled descriptions
Added 200 products
Generated demo dashboard
Created 100 new users
Created 25 task groups
Assigned tasks to users
Filled task descriptions
Set 100 status tags
Added dashboard filters
Auto-filled descriptions
Added 200 products
For pre-sales teams

Customized demos & pilots in minutes

Stop wasting hours on manual configuration. Baton goes beyond front-end overlays, spinning up fully functional, live accounts so prospects can experience your real product. Instantly launch tailored demos and pilots to clearly showcase value and close deals faster.

CRM
acme.crm.com
Search
CRM
Reports
Contacts
Companies
Inbox
Tasks
Automations
Annual recurring revenue (USD)
Last month
Today
Deals
Company
Type
Potential value
Source
Midwest Contractors
New Roof Installation
$71,000
Outbound
Skyline Renovations
Leak Repair
$85,000
Outbound
ProBuild Supplies
Material Supply
$15,000
Referral
Evergreen Construction
Flat Roof Repair
$95,000
Event
NextGen Builders
Gutter Installation
$50,000
Inbound
HomeSecure Installations
Commercial Roof Inspection
$110,000
Outbound
Added deal data
Baton Copilot
Fetched company logos
Baton Copilot
Generated 200 customer records
Baton Copilot
Created demo dashboard
Baton Copilot
For post-sales teams

Instant implementations & onboarding

Accelerate your customer onboarding timelines and deliver immediate value. With Baton, your team can effortlessly configure and launch customer accounts, transforming multi-month implementation projects into rapid successes.

Card Dashboard
acme.card.com
Home
Wallet
Tasks
Accounts
Cards
Expenses
Bills
Vendors
Reports
Team
Accounting
Team
Invite users
112
Invite
Manage
Contractors
A
B
20+
Manage
Payments
Company
Departments
Contractors
Locations
User
Department
Access
Corporate card limit
Carlos M
Finance
Full
Active
$20,000
Aisha P
Operations
Limited
Active
$15,000
Ethan N
Construction
Restricted
Suspended
$10,000
Fatima A
Sales
Full
Active
$25,000
Liam O
Construction
Mobile-only
No card
Isabella F
HR
Full
Active
$30,000
Set corporate card limits
Baton Copilot
Assigned team roles and access
Baton Copilot
Created 412 users
Baton Copilot
Created dashboard
Baton Copilot
We are onboarding ACME Roofing. Please set up team roles, access levels, and corporate card limits based on this file: ACME Employee List.xlsx
Generated demo dashboard
Created 100 new users
Created 25 task groups
Assigned tasks to users
Filled task descriptions
Set 100 status tags
Added dashboard filters
Auto-filled descriptions
Added 200 products
Generated demo dashboard
Created 100 new users
Created 25 task groups
Assigned tasks to users
Filled task descriptions
Set 100 status tags
Added dashboard filters
Auto-filled descriptions
Added 200 products

Turn conversations into configurations

Baton AI intelligently extracts customer context from meeting notes, documentations, and customer requirements.

Messages
Emails
Meeting notes
Transcripts
Spreadsheets
Docs
Messages
Emails
Meeting notes
Transcripts
Spreadsheets
Docs

Automatically transforms context into executable product configurations.

Seamlessly injects data into applications, without dependency on engineering teams.

Create a workflow
Query
Create a workflow for customer to triage incoming support tickets based on issue severity
Update a user
Query
Update all user settings in the system according to user_list.csv
Get started

Ready to revolutionize your product setup workflow?|

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