Orchestrate your customer onboarding workflow with Qntrl

Featured in

Why Qntrl for your onboarding process?

Visibility
Increased visibility paves the way to centralized information management, leading to a more efficient onboarding process. Manage all your metrics, analytics, and reports in order to make informed decisions.
Control
Every step is under your control—tracking documents, the status of each task, approval or terminal decisions, and much more.
Automation
Automating tasks lets you streamline your processes, speed up data collection, send notifications, set up deadlines, and more.
Speed
Automate time-consuming onboarding tasks in just a few minutes, with just a few clicks—making it efficient for both you and your customers.
Improved accuracy
Manage all customer-related information from one place. Eliminate errors that might occur while processing documents or data entry into your CRM.
Operational efficiency
Get timely access to information whenever required, and perform tasks with ease.

Sample customer onboarding process in a few simple steps

Step 1
Step 2
Step 3
Step 4
Step 5

Request submitted by customer support engineer

The customer support engineer sends a request for onboarding customers to their organization by keying in relevant details, like the customer name, type, product, etc.

Product walkthrough

The engineer and the team responsible for the onboarding process present the product walkthrough to the customer and team.

Scheduling meeting

The engineer schedules a meeting with the customer after the demo and discusses the steps ahead. Afterward, the customer fills out a form and a KYC is performed.

Signing the contract

After completing the KYC, the contract is sent to be signed by the customer. They either sign it and send it back, or request modifications to it.

Welcome message

An automatic welcome message is triggered in the form of an email to the customer after the contract is signed by both parties.

Qntrl is flexible

Set up multiple client onboarding processes easily, depending on the structure that best suits your organization, department, or client.
Add approval tasks to the onboarding workflow and then approve or reject the customer based on internal blacklist checks.
Streamline the process flow by allowing documents to be submitted and reviewed (KYC) and modified, approved, and signed (contract) using the customer's preferred channels.
Acquire information in other apps without opening them, like building a checklist widget at the paperwork verification stage, or a Dropbox widget to store background verification documents.
Find out which region has more customers in the onboarding pipeline, the productivity of your support team, status of high priority clients, and much more, with built-in and customized reports.

All onboarding processes are not necessarily the same

— Choose the one that best suits your organization —

Simple Customer Onboarding Process

Customer Onboarding With Risk Checks

Customer Onboarding With Account Setup and Training

Customer Onboarding With Product Walkthrough

Take a look at Qntrl

Qntrl is the world’s #1 Workflow Orchestration Software. See why

Centralization & Visibility
Compliance
Workflow-Centric Collaboration
Process Automation
Reports and Dashboards
Process Mapping
Integration
Enterprise Security

Centralization & Visibility
Centralized requests, Unparalleled visibility
Streamline onboarding requests, and maintain rapid response times. Define roles clearly, and protect requests from duplicate efforts and embarrassing cross-fire.
Explore all
Compliance
Ensure execution standards
Have well-outlined service SOPs and ensure that all agents understand what is expected of them at every stage, and know how to appropriately respond in any given situation.
Explore all
Workflow-Centric Collaboration
Collaboration: when you need it, where you need it
Real-time conversations demand real-time answers. Get access to anything you need to help a customer, including account details, purchase history, and past conversations.
Explore all
Process Automation
Make repetitive manual work a thing of the past
Automate canned replies and alerts. Route queries to the appropriate departments automatically. Automate workflow steps, document or PDF generation, and more.
Explore all
Reports and Dashboards
Improve Operational KPIs
Analyze number of requests received per day, number of requests closed per user, average response time, average handle time, and more with bespoke, dynamic reporting module.
Explore all
Process Mapping
Orchestrate, Visually
Build flexible and scalable business processes tailored to meet the requirements of your business. Have everything you need outlined for a perfect customer service workflow.
Explore all
Integration
Make Qntrl even more powerful
Connect Qntrl with your tools - Salesforce, HappyFox, Shopify, and more - for seamless data flow. APIs, Client and Server Scripts are options that help you tailor Qntrl to your needs.
Explore all
Enterprise Security
Designed for Enterprise
Field access privileges, data encryption, and role-based access controls keep your sensitive information safe. Audit capabilities help you figure out who-did-what-when.
Explore all