StackWrap is an online home base that allows an organization to efficiently organize all of the technology platforms, internal tools, and third-party systems they may be using into one fully-customizable platform. That way, members of the organization can access everything they need in one place!

StackWrap is not an “all-in-one”platform. Instead, StackWrap allows the user to integrate their StackWrap account with all of the existing tools and platforms their organization may be using. The benefit is that a user can migrate their entire existing tech stack into their StackWrap account and not worry about having to abandon a tool to adopt a new one.

Yes! A StackWrap account can be white labeled to make it a truly proprietary tool for an organization.

One of the core features of StackWrap is that it can integrate with many 3rd-party tools, such as an organization’s CRM, transaction management and deal pipeline system, company calendars, training infrastructure, and more!

An organization has the ability to organize almost everything within their StackWrap account! Below is a brief overview of some of the core customizations that an admin user has access to:
- Arranging the tools (or Categories) in the panel, and determining the action of each Category
- Creating Items for each Category, and determining the action of each Item
- Configuring the homepage dashboard widgets
- Integrating 3rd-party tools, and syncing the dashboard widgets with the data from the 3rd-party tool
- Creating a prompted onboarding schedule from within StackWrap for new members joining the organization
- Creating subgroups of users under the organization, and defining visibility and accessibility for each subgroup 

Only admin users have the ability to edit, customize and manage the StackWrap account. Customizations made at the admin level are reflected across all users’ accounts under the admin account.

Yes! An organization has the ability to group its users into different subgroups. Once the subgroups are created, the organization can define the accessibility of specific tools, categories, or items within their StackWrap account by specifying the subgroup or subgroups that have access to it.

Yes! An organization has the ability to create a step-by-step onboarding schedule that prompts a new user through the organization’s onboarding procedure. Upcoming, as well as overdue onboarding tasks are populated under the “Today’s Tasks” widget on the homepage dashboard. That way, the new agent has full visibility to the organization’s onboarding process. 

Definitely! An admin account holder can link their StackWrap account to an external roster (such as a Google Sheet, Excel File, or Monday.com board). If a new user is added to the roster, a new StackWrap account under the organization will be created for that new user. If a user is removed from the roster, their access to StackWrap will terminate. 

You bet! At the top of the homepage dashboard, there is a “Search for Anything” bar that allows a user to search for anything within the organization’s StackWrap account. All results will populate based on the keyword search, allowing the user to quickly access the result.

The Calendar widget can either be mapped to a global company calendar showing all upcoming company-wide events, a user’s individual calendar, or to a 3rd party calendar tool (such as a calendar within a CRM). 

Yup! The admin account holder can determine which training courses (if any) they want to populate on the homepage dashboard for ease of access for their users. In addition, training courses being hosted on 3rd-party platforms have the ability to be integrated with StackWrap, depending on the API of the 3rd party.