Description

Streamlined client onboarding that never misses a step. Automated checklists, document collection, task assignment, and progress tracking.

Features

• ✓ Customizable onboarding templates
• ✓ Auto-assign tasks as stages complete
• ✓ Document collection and tracking
• ✓ Visual progress indicators
• ✓ Automated reminders for pending items
• ✓ Welcome email sequences
• ✓ Sales-to-success handoff management