CUSTOMER ONBOARDING MADE SIMPLE
Create your Own Customer Onboarding Flow.
Clear communication is of vital importance in this process because working with clients involves adhering to different terms and conditions, establishing KPIs and ensuring regulatory compliance among other factors.
Build your Own Forms
Build your own logic for the flow
Let multiple teams work on same Customer
Pre-loaded custom form elements to create your own forms for onboarding
Create logical elements to show only relevant forms at the time of onboarding.
Custom rules to reduce manual errors and delays due to dependencies.
Get the approval from relevant teams at each stage of customer onboarding process.
No set up cost. No credit card required. Immediate value.