CUSTOMER ONBOARDING MADE SIMPLE
Create your Own Customer Onboarding Flow.
TRACK THE TIME SPENT ON EACH STAGE
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.
We have covered it all
TOP FEATURES:
Custom Forms
Build your Own Forms
Custom Workflows
Build your own logic for the flow
Collaboration
Let multiple teams work on same Customer
HIGHLIGHTS
Features
FORMS
50+ Form Elements
Pre-loaded custom form elements to create your own forms for onboarding
WORKFLOWS
Logical Elements
Create logical elements to show only relevant forms at the time of onboarding.
AUTOMATIONS
Automatic Rules
Custom rules to reduce manual errors and delays due to dependencies.
APPROVALS
Custom Form Sets
Get the approval from relevant teams at each stage of customer onboarding process.
Monitor TAT
Monitor the stage movements, time taken to move a lead from a stage to another and understand where more time is spent while onboarding.
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