Keep Clients For Life With Smooth Onboarding Experience
Streamline your client onboarding and start your relationship with clients professionally.
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Create Multi Step Onboarding Flows
Add multiple steps you want your clients to complete during onboarding. Collect all the data you need for the client projects.Add as many steps as you want.
Get Agreements Read and Signed
Add the content you want your clients to read while onboarding. This can be agreements or terms for working with you. Your clients can sign it during onboarding.
Embed Forms To Collect Data
Want to collect more data? Embed forms created in Agiled with simple steps. Your clients will be able to fill the form during onboarding.
Embed Content For Your Clients
Our powerful editor lets you embed custom content in the onboarding process. This can help in showing important data like photos, videos, and textual content to your clients.
Get Important Files From Your Client From The Start
With our onboarding flows and file manager, you can ask your clients to upload files that are important for your work together. You can even choose the folders where the files would go.
Share All The Important Documents
Share all the important documents with your clients for the projects. This helps you share important information and keep things clear from the start.
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FAQS
Yes, you can embed videos in the onboarding process using our rich editor.
There is no limit on the number of steps in the onboarding flow. We understand that each business is different so there is no limit on the number of steps.
You can create onboarding flows with multiple steps in Agiled and assign it to your contacts/clients. Your clients can then go through each step of the flow to complete the onboarding. You don’t have to do anything other than creating the flow.
No, you can only embed forms created in Agiled in the onboarding process.
Yes, you can choose folder where the uploaded files will be saved.
No, there is no limit on the number of files your client can upload.