Client Onboarding

Onboarding Clients on Autopilot

Take control of your processes by defining the workflows and inviting your leads, prospects & clients into a journey of your own design. Automated systems will let you take on more clients & grow your bottom line!

Everything starts with the Onboarding! Kickoff any number of automations, sort your Clients into logical groups & customize their experiences based on the paths they choose.

Replaces…

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Embed Kickoff Forms on your website

Standalone or Embeddable Forms help you streamline and standardize onboarding. Effortlessly create custom fields on the fly and let client choices dictate their journey, all while auto-assigning permissions and triggering automations.

Customize a Kickoff or Update Form with your questions and custom data fields

Easily create Custom Fields on the fly while customizing your Forms

Use Choice Blocks & Field Choice Actions let your Clients choices determine their path

Auto-assign permissions and auto-trigger automations when the Forms are submitted

Customize the styling of the form via built-in settings and custom CSS so that it matches your website perfectly

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Onboarding FLOWs

Streamline your onboarding with FLOWs. Automatically trigger a customized FLOW for new or existing clients, allowing them to eSign documents, fill out forms, set appointments and upload files in a seamless, automated sequence. Customize each step with your branding and unique automations for a truly dynamic onboarding experience.

Automatically trigger a FLOW for a new Prospect/Client or assign an On-Demand FLOW to an existing Client

Have your Client eSign documents, fill out forms, upload files and more in an automated sequence

Customize the logo, colors, layout & configure Automations to trigger uniquely for each FLOW Step

Activate an Onboarding FLOW after self-registration or a bulk CRM import

Layer the FLOW with triggered Actions, for the ultimate experience in onboarding automation

FLOWs are linked in the Urgent Notifications Bar so its a constant visual reminder

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Checklists get things DONE!

Manage onboarding, offboarding, and process guidance with SuiteDash’s flexible Checklists. Customize each item with automation triggers tailored to your business needs, ensuring a professional, smooth and systematic process that looks great!

Easily manage onboarding, offboarding, and process guidance with flexible Checklists

Customize each Checklist item with automation triggers tailored to your business needs

Provides your end user a guided visual path, which makes it easier for them to systematically complete tasks one by one

Integrate Checklist items with platform functionalities using No-Code Link Actions

Each Checklist item requires manual affirmation, ensuring every task is completed

Track each user’s unique progress, creating a comprehensive record of task completion

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Automate with CRM Circles

Harness the power of CRM Circles to automate and standardize and customize each Client’s experience. Assign Circles via the Add Contact form, Forms, or API.

CRM Circles give you the power to make assignments based on Circle affiliation

Easily assign Circle(s) in the Add Contact form, or via a Form or via the API

Pre-create entire sets of Portal Pages, file repos, and assign via Circle

Clients can be part of just one Circle, or overlap multiple Circles

Simple drag &drop to add or remove Clients from a Circle

Use Automations to add/remove the Client to/from one or more Circles, which can be used to control their experience

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Dynamic Automations + Logic Engine

Stop doing everything manually and harness the power of Automation! Our Dynamic Automations and Logic Engine allow you to build automated workflows that guide your Clients and Staff through onboarding, ensuring a seamless and predictable onboarding result.

Build automated workflows that put your guide your Clients and Staff through onboarding

Save Automation Sets into “Auto-Templates” and trigger them manually, via Automation or via the Dynamic Logic Engine

Trigger a customizable Action sequence each time a Client or Staff member completes an onboarding step

Powerful Automation Suite lets you combine Automations and trigger them via any platform Automation Opportunity

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I love the fact that Client onboarding, contracting, invoicing, white-label client on log in can be accomplished under one roof. One word, streamlined.

~ Jesika S. via Capterra

Consolidate your processes & save BIG on software costs

SuiteDash is the ultimate All-in-One Business Software multi-tool, perfect for small to medium-sized businesses seeking to streamline and automate their systems & processes. Essential business tools are elegantly consolidated into a single pre-integrated and inter-automated platform 😎 Say goodbye to expensive & inefficient jumbles of “one-trick pony” software.

Automated CRM

Onboarding

Client Portal

EXTREME White Label

Digital Marketing

Appointment Scheduling

Digital Dynamic Proposals

Billing + Packages

Contracts & eSignature

Project & Task Management

Payments + Subscriptions

File Exchange

Learning Management (LMS)

Support Tickets

Interactive Community

Secure Messaging