Client Onboarding Software

What is Client Onboarding Software?

Client onboarding is the process of integrating new clients into a business. It’s the first step in establishing a strong relationship between a company and its customers. Client onboarding software is designed to automate and optimize the onboarding process. It can help businesses manage client data, track progress, and provide a seamless experience for the customer. With features like automated workflows and customizable templates, client onboarding software can save time and improve efficiency, allowing businesses to focus on building strong relationships with their clients, reduce churn, and increase revenue.

Looking for a better way to run your service business?

Copilot’s product suite gives businesses an all-in-one solution for client management, messaging, payments, file-sharing, contracts, forms, help desks, and more. Additionally, Copilot enables businesses to offer their clients a unified experience with a branded client portal. To give Copilot a try you can start a free 14-day trial here.