Client Onboarding Tool

Client progress

Monitor onboarding and take action for every client account.

Client	Status	Progress	Due date	Last activity	Completion tag

Choose a common onboarding template, then adjust every task to fit your service.

Starter template

Widget title Completion button Unlock completion at 100%

Control when client account navigation becomes available.

Restrict navigation Unlock menu at 70%

Primary Progress Panel

0 tasks

Tag each client's contact in one central account after onboarding is completed.