ONBOARDING & WORKFLOWS

Automate onboarding and save 70% of your time

Build powerful onboarding workflows with drag-and-drop simplicity. Use templates, store files securely, track progress in real-time, and automate reminders all in one platform.

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COMPREHENSIVE ONBOARDING PLATFORM

Everything you need to automate client onboarding

Workflow Builder

Create custom onboarding workflows with drag-and-drop simplicity. Add steps, reorder them, and configure each step to match your process.

  • Drag-and-drop step ordering
  • Multiple step types
  • Conditional logic support

Template Library

Start with pre-built templates for common scenarios. Web design, marketing, consulting, and more. Customize or create your own.

  • Pre-built templates
  • Template categories
  • Save and reuse workflows

Secure File Storage

Collect and store documents securely. Files are encrypted and stored on AWS. Organized and accessible when you need them.

  • Multiple file uploads
  • File type validation
  • Secure S3 storage

Real-time Updates

See progress updates instantly. No page refreshes needed. Know the moment clients complete steps or submit documents.

  • Live progress tracking
  • Instant notifications
  • Activity feed

Smart Reminder Automation

Automated email reminders reduce manual follow-ups by 70%. Configure intervals (0-4 days) and let automation do the work.

  • Configurable intervals
  • Timezone-aware scheduling
  • Maximum reminder limits

Mini CRM

Centralized client management. Track client information, activity history, and onboarding progress all in one place.

  • Client profiles
  • Activity tracking
  • Multi-client support

Build workflows that match your process

Our drag-and-drop workflow builder makes it easy to create onboarding processes that match exactly how you work. No coding required just drag, drop, and configure.

  • Multiple Step Types

    Sign contracts, collect payments, gather forms, schedule meetings, upload files, and more.

  • Flexible Ordering

    Reorder steps with drag-and-drop. Create workflows that make sense for your business.

  • Conditional Logic

    Show or hide steps based on previous responses. Create dynamic workflows that adapt.

1
Sign Contract
2
Make Payment
3
Complete Form
4
Upload Files
5
Schedule Meeting

Web Design

Marketing

Consulting

SEO

Start with templates, customize as needed

Don't start from scratch. Choose from pre-built templates for common scenarios, then customize them to match your exact needs. Save time and ensure consistency.

  • Pre-built Templates

    Templates for web design, marketing, consulting, SEO, and more.

  • Easy Customization

    Modify any template to match your process. Add or remove steps as needed.

  • Save Your Own

    Create templates from your workflows and reuse them for similar clients.

BUSINESS IMPACT

Save 70% of your onboarding time

Manual onboarding is time-consuming and error-prone. With automated workflows, templates, and smart reminders, you can onboard clients faster while maintaining consistency and professionalism.

Reduce Onboarding Time by 70%

Automation eliminates repetitive tasks. Templates speed up setup. Smart reminders reduce follow-ups.

Ensure Consistency

Templates and workflows ensure every client gets the same professional experience. No missed steps.

Scale Without Overhead

Handle more clients without proportional increases in administrative work. Automation scales with you.

Eliminate Manual Follow-ups

Smart reminder automation handles follow-ups for you. Reduce manual work by 70%.

Ready to automate your onboarding?

Create your first workflow in minutes. Start with a template or build from scratch.

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