USEÂ CASE
Transform complex onboarding into a personalized workflow that eliminates coordination overhead, and enable self-service with custom client portals.
BOOK A DEMO
Simplify B2B onboarding complexity. Design a tailor-fit workflow that eliminates errors and gets customers onboarded quickly & smoothly.
Only 29% of B2B customers feel fully engaged during onboarding. Automate communication grunt work, and design a user experience the customers love instead.
70% of customers prefer self-service onboarding. Portals offer a secure & personalized way for customers to complete onboarding tasks and access your services on their own.
Design a workflow that integrates with your database & tools, and manages onboarding without coordination overhead. Add in a custom client portal to give new customers or partners secure access to run workflows on their own.
Design custom, branded no-code forms that can be accessed externally
Conduct submission reviews, capture and log decisions automatically
Prescribe conditional action pathways based on inputs
Track onboarding progress in real-time. Customize views, add deadlines, and create reports
Nudge coworkers or teams, and collaborate to resolve tasks
Redelegate singular tasks or relationship management with a single click
Design automated email templates including data references, links & attachments
Send with no-code email steps, or integrate your own email domain
Include automated SMS, WhatsApp, and other chat format messages
Build your portal on-brand and on-message
Include onboarding & self-service workflows
Assign Light Users, who can only access the portals you share with them
We'd love to schedule a personalized demo session with you, and show how your B2B Onboarding can run autopilot.
