Tag and match new clients against your library of tasks to automatically create collaborative task boards which perfectly match your clients' onboarding needs.
$
5.542K
per year
Automatically create a dedicated board per client simply by adding labels. Invite internal and external users to ensure complete transparency for everybody involved - no more vital information trapped in email!
Set due dates, add comments, upload files and more - all audited for your review. Save time and deliver the true value of your business to your clients sooner.
Get an immediate overview of all of your onboarding progress with a comprehensive dashboard. Identify areas for improvement, problematic onboardings and tasks which are stuck in the to do list!
Communicate with colleagues and clients in one place to keep your onboarding on track
Work together in real time, to reduce your average onboarding time
No more jumping through hoops, templates replicate what works every time
Free. Forever.
Get StartedNo credit card required£15 per month.
Get StartedNo credit card required£35 per month.
Get StartedNo credit card required