# BlueHill > BlueHill is a unified customer operations platform for customer-facing teams. > It replaces generic project-management tools (Monday, ClickUp, Asana, Notion) > with customer-aware workflows: onboarding templates with relative-date > scheduling, project boards (Kanban + Gantt + Table), task tracking, time > tracking with billing reports, email integration, interaction timeline, > internal notes, six-tier role-based access, and a branded customer portal. > Pricing starts at $29/month (Starter), $79/month (Professional), with custom > Enterprise tier. 14-day free trial, no credit card required. ## Core docs - [Home](https://www.usebluehill.com/index.md): platform overview, hero, key features - [Pricing](https://www.usebluehill.com/pricing.md): tiers, ROI calculator, FAQ - [Features](https://www.usebluehill.com/features.md): full feature catalogue with examples - [Use cases](https://www.usebluehill.com/use-cases.md): personas and outcomes - [What is customer operations?](https://www.usebluehill.com/what-is-customer-operations.md): category definition - [Glossary](https://www.usebluehill.com/glossary.md): customer-ops terminology - [FAQ](https://www.usebluehill.com/faq.md): top product, pricing, security, integration questions ## Comparisons - [BlueHill vs Asana](https://www.usebluehill.com/compare/asana.md): feature, pricing, migration comparison - [BlueHill vs Clickup](https://www.usebluehill.com/compare/clickup.md): feature, pricing, migration comparison - [BlueHill vs Monday](https://www.usebluehill.com/compare/monday.md): feature, pricing, migration comparison - [BlueHill vs Notion](https://www.usebluehill.com/compare/notion.md): feature, pricing, migration comparison ## Alternatives - [Asana alternative](https://www.usebluehill.com/alternatives/asana.md) - [Clickup alternative](https://www.usebluehill.com/alternatives/clickup.md) - [Monday alternative](https://www.usebluehill.com/alternatives/monday.md) - [Notion alternative](https://www.usebluehill.com/alternatives/notion.md) ## Customer stories - [Case study: agency 5x clients](https://www.usebluehill.com/customers/agency-5x-clients.md) - [Case study: professional services billable recovery](https://www.usebluehill.com/customers/professional-services-billable-recovery.md) - [Case study: saas onboarding 3 days](https://www.usebluehill.com/customers/saas-onboarding-3-days.md) ## Glossary terms - [advocacy](https://www.usebluehill.com/glossary/advocacy.md) - [ces](https://www.usebluehill.com/glossary/ces.md) - [churn](https://www.usebluehill.com/glossary/churn.md) - [cohort](https://www.usebluehill.com/glossary/cohort.md) - [csat](https://www.usebluehill.com/glossary/csat.md) - [customer health score](https://www.usebluehill.com/glossary/customer-health-score.md) - [customer journey](https://www.usebluehill.com/glossary/customer-journey.md) - [customer lifecycle management](https://www.usebluehill.com/glossary/customer-lifecycle-management.md) - [customer portal](https://www.usebluehill.com/glossary/customer-portal.md) - [customer success](https://www.usebluehill.com/glossary/customer-success.md) - [customer support](https://www.usebluehill.com/glossary/customer-support.md) - [ebr](https://www.usebluehill.com/glossary/ebr.md) - [escalations](https://www.usebluehill.com/glossary/escalations.md) - [expansion revenue](https://www.usebluehill.com/glossary/expansion-revenue.md) - [grr](https://www.usebluehill.com/glossary/grr.md) - [implementation](https://www.usebluehill.com/glossary/implementation.md) - [kickoff](https://www.usebluehill.com/glossary/kickoff.md) - [knowledge base](https://www.usebluehill.com/glossary/knowledge-base.md) - [lifecycle](https://www.usebluehill.com/glossary/lifecycle.md) - [milestone](https://www.usebluehill.com/glossary/milestone.md) - [nps](https://www.usebluehill.com/glossary/nps.md) - [nrr](https://www.usebluehill.com/glossary/nrr.md) - [onboarding](https://www.usebluehill.com/glossary/onboarding.md) - [qbr](https://www.usebluehill.com/glossary/qbr.md) - [renewal](https://www.usebluehill.com/glossary/renewal.md) - [segment](https://www.usebluehill.com/glossary/segment.md) - [self service](https://www.usebluehill.com/glossary/self-service.md) - [sla](https://www.usebluehill.com/glossary/sla.md) - [success plan](https://www.usebluehill.com/glossary/success-plan.md) - [tickets](https://www.usebluehill.com/glossary/tickets.md) - [time to value](https://www.usebluehill.com/glossary/time-to-value.md) - [voice of customer](https://www.usebluehill.com/glossary/voice-of-customer.md) ## Recent posts - [Email + tasks + projects: why your customer-facing team has 5 tabs open](https://www.usebluehill.com/blog/5-tabs-open-customer-facing-teams.md): The tool sprawl that breaks customer-facing teams — and a practical sequence for collapsing 5 tools down to 1 without losing data or workflow. - [Tracking customer health: 7 signals that predict churn](https://www.usebluehill.com/blog/7-customer-health-signals-predict-churn.md): Most customer health scores use the wrong inputs. Here are the 7 signals that actually predict B2B SaaS churn, and how to track them without engineering work. - [The complete guide to customer kickoff calls](https://www.usebluehill.com/blog/customer-kickoff-call-guide.md): How to run customer kickoff calls that anchor the onboarding plan, set success criteria, and reduce mid-implementation surprises. With an agenda template. - [Customer operations vs customer success: which does your team need first?](https://www.usebluehill.com/blog/customer-operations-vs-customer-success.md): Customer ops and customer success sound similar but solve different problems. Here's how to know which one your team needs, and what tooling each requires. - [How to set up a customer portal that actually gets used](https://www.usebluehill.com/blog/customer-portal-that-gets-used.md): Most customer portals collect dust. Here's what's different about portals customers actually log into — content depth, surfacing, and the integrations that matter. - [How to migrate from Monday.com to a customer operations platform](https://www.usebluehill.com/blog/migrate-from-monday-to-customer-ops-platform.md): A step-by-step migration plan for moving customer-facing workflows out of Monday.com — export, mapping, template recreation, email integration, and team training. - [How to onboard SaaS customers in their first 14 days](https://www.usebluehill.com/blog/onboard-saas-customers-14-days.md): A playbook for onboarding B2B SaaS customers in 14 days or less — kickoff agenda, day-by-day workplan, communication cadence, and a ready-to-use template. - [Customer onboarding templates: relative dates vs fixed dates](https://www.usebluehill.com/blog/onboarding-templates-relative-vs-fixed-dates.md): Most teams build onboarding templates with fixed dates and rebuild for every customer. Relative dates ('Day 1, Day 3, Day 14') eliminate the rebuild. Here's how and why. - [QBR templates and what to skip](https://www.usebluehill.com/blog/qbr-template-and-what-to-skip.md): What goes in a great quarterly business review, what to cut, and a 6-slide template that runs in 30 minutes (not 90). - [How small teams scale customer success without hiring more CSMs](https://www.usebluehill.com/blog/scale-customer-success-without-hiring.md): Five tactics small customer success teams use to manage 2–3× more customers per CSM without sacrificing health — automation, templates, portal, and segmentation. - [Time tracking for customer success teams: why and how](https://www.usebluehill.com/blog/time-tracking-for-cs-teams.md): Most CS teams don't track time. The teams that do find 15–25% of effort going to non-strategic work — and reallocate to renewals and expansion. A practical guide. - [Activity Reporting That Shows You What's Really Happening](https://www.usebluehill.com/blog/activity-reporting-heatmaps.md): Static task boards only tell you what's done. Activity reports show you who's engaged, where effort is going, and which accounts need attention — all in a single heatmap view. - [See Everything at Once: How Gantt Charts and Activity Tracking Create True Visibility](https://www.usebluehill.com/blog/gantt-chart-activity-visibility.md): When project timelines meet interaction history, you stop guessing and start knowing. Here's how combining Gantt charts with activity intelligence transforms how customer teams manage work. - [Advanced Reporting for Customer Teams: Beyond Vanity Metrics](https://www.usebluehill.com/blog/advanced-reporting-for-customer-teams.md): Basic dashboards show what happened. Advanced reporting shows why it happened and what to do next. Here's how to build reporting that actually changes behavior. - [How Proactive Risk Management Prevents Customer Churn](https://www.usebluehill.com/blog/proactive-risk-management.md): Stop reacting to customer problems after they escalate. Learn how automated risk scoring, stalled project detection, and AI-driven alerts help you intervene before it's too late. - [Building a Support System That Scales With Your Business](https://www.usebluehill.com/blog/streamlined-support-operations.md): From ticket routing to SLA tracking, here's how to build support operations that deliver fast, consistent results without burning out your team. - [Customer Activity Intelligence: Turning Interactions Into Insights](https://www.usebluehill.com/blog/customer-activity-intelligence.md): Every customer interaction tells a story. Here's how to capture, organize, and analyze activity data to build stronger relationships and spot issues early. - [The Complete Guide to Customer Operations in 2026](https://www.usebluehill.com/blog/customer-ops-guide.md): Learn how modern customer operations teams are streamlining workflows, reducing response times, and delivering exceptional experiences at scale. - [Never Drop the Ball: Mastering Follow-Up Management](https://www.usebluehill.com/blog/follow-up-management.md): Missed follow-ups erode customer trust faster than almost anything else. Here's how to build a follow-up system that keeps every commitment on track. - [5 Best Practices for Client Onboarding](https://www.usebluehill.com/blog/onboarding-best-practices.md): A smooth onboarding experience sets the tone for the entire customer relationship. Here are five proven practices to get it right. - [Visual Project Management for Customer-Facing Teams](https://www.usebluehill.com/blog/visual-project-management.md): Kanban boards and Gantt charts aren't just for engineering. Here's how visual project management transforms how customer teams track and deliver work. - [Scaling Team Collaboration Without Scaling Chaos](https://www.usebluehill.com/blog/team-collaboration-at-scale.md): As your team grows, coordination gets harder. Here's how to maintain alignment and accountability across customer-facing teams without drowning in meetings. - [Why Your Team Needs a Unified Customer Platform](https://www.usebluehill.com/blog/why-unified-platform.md): Disconnected tools are costing your team time and your customers patience. Here's the case for bringing everything into one place. - [Data-Driven Customer Insights: From Gut Feeling to Precision](https://www.usebluehill.com/blog/data-driven-customer-insights.md): Customer health shouldn't be a guessing game. Learn how combining engagement data, project metrics, and support patterns creates a clear picture of every account. - [Accelerate Customer Onboarding With Templates and Automation](https://www.usebluehill.com/blog/accelerated-onboarding-templates.md): Your onboarding process defines the customer relationship. Here's how templates, pre-built workflows, and automated tracking turn onboarding into a competitive advantage. ## Optional - [About](https://www.usebluehill.com/about.md): team, funding, story - [Contact](https://www.usebluehill.com/contact.md): how to reach BlueHill - [Changelog](https://www.usebluehill.com/changelog.md): product history - [Press kit](https://www.usebluehill.com/press.md): logos and brand assets See also [llms-full.txt](https://www.usebluehill.com/llms-full.txt) for the full Markdown corpus in one document.