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Welcome your new customers in a better way

We help you onboard new customers in a professional and efficient way. Simple and automated for great results.

Streamline the Client Onboarding process with software
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Employee Onboarding Barnet
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Employee Onboarding Matillion
how to help new customers succeed

Is your customer onboarding process inefficient?

Onboarding new customers in an professional way is hard work. You need to keep track of their progress and deliver the right message at the right time, while answering the same questions again and again.

What if you could change that?

We help onboard your customers in a professional, efficient way

Our automated onboarding tool helps your customers: 

✔ Fully understand the product, step by step
✔ Feel welcome and valued
✔ Get started quickly

Customer Onboarding software
employee onboarding software

The simplest onboarding tool on the market

Our tool is designed to be as easy to use as possible. Simply add a new customer’s name and email and hit save – our onboarding software takes care of the rest. Fully automated and delivered in a slick, professional way.

We help you get set up in less than a week. Get in touch for more details around customisation, integration and more.

Powered by intelligent automation

customer onboarding timeline

Want to see it in action?

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Curious? Click above to try an online demo here on the site.

Book a product walk-through

Want more details? Book a 30 minute personalised demo with a friendly onboarding specialist.

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Employee Onboarding Logo
Employee Onboarding Eon
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Employee Onboarding Sentinel
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Testimonials

How it works

Customer Onboarding software

1. Add name, email and start date

Starting the onboarding process couldn’t be simpler – simply add name, email and start date and hit save.

2. Emails go out, onboarding starts

Watch the entire onboarding experience run automatically according to a predefined schedule. Our tool sends out a number of emails, containing useful information and links to the onboarding portal.

employee onboarding software
Client Onboarding

3. The customer is onboarded in a professional, effective way

Step by step, the customer learns about your product and understands how it can benefit them. Content is unlocked gradually to avoid information overload.

Overview of an onboarding Game

One consistent process

Same great experience for all new customers no matter location or sales team.

Customer Onboarding software

Simple & easy to use

Add new users with one click – the platform does the rest!

Onboarding Experience

Minimised workload

Reduce your CSM’s workload with smart automation.

Employee Onboarding Content creation

A professional first impression

Make a great first impression and ensure new customers feel welcome.

Book a demo

Introduction to features | How it works | Customisation options
Onboarding Platform

We help you onboard new customers in a consistent and efficient way.

Employee Onboarding Content creation

Provide a professional welcome

Ensure all new customers get a great onboarding experience – no matter how busy your team is.

Customer Onboarding software

Help customers fully understand your product

✔ Inspiring step by step learning
✔ The right message at the right time
✔ Nudge customers into action

Streamline the Client Onboarding process with software

Reduce your workload

Minimise the time you spend answering the same questions over and over. Intelligent automation saves you time.

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Send me more details

We'll send an online demo and more information
Brand and Culture focused onboarding

How it works

Customer Onboarding software

1. Add name, email and start date

Starting the onboarding process couldn’t be simpler – simply add name, email and start date and hit save.

employee onboarding software

2. Emails go out, onboarding starts

Watch the entire onboarding experience run automatically according to a predefined schedule.

Client Onboarding

3. The customer is onboarded in a professional, effective way

Step by step, the customer learns about your product and understands how it can benefit them. Content is unlocked gradually to avoid information overload.

Send me more details

We'll send an online demo and more information
Brand and Culture focused onboarding
Request more info

I want to know more

Get In Touch

Send me a demo

Try our demo