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

 Increase transparency and visibility

Provides clarity so that there are no communication gaps

Upload documents and involve multiple teams

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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No set up cost. No credit card required. Immediate value.