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.
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
FORMS
Pre-loaded custom form elements to create your own forms for onboarding
WORKFLOWS
Create logical elements to show only relevant forms at the time of onboarding.
AUTOMATIONS
Custom rules to reduce manual errors and delays due to dependencies.
APPROVALS
Get the approval from relevant teams at each stage of customer onboarding process.
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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