Customer Onboarding Template
Tracks new customer progress and centralize onboarding tasks and information for a seamless experience.
Features and functionality
Manage the whole customer onboarding process through a single platform.
Customer list
A comprehensive view of all customers along with detailed profiles.
Track onboarding process
A Kanban board to track the complete onboarding process.
Add new customer
A customizable form to add new customers.
Search and filtering functionality
Easily locate the any customer profile through advanced search and filtering.
Responsive design
A fully responsive design, allowing each user to access the system from any device.
Template Gallery
FAQ
Here are the most common steps of the customer onboarding process: - Customer signup - Welcome email - First login - Invitations, data importing, etc. - Walkthrough - Followup emails
Yes, the template offers a Kanban board to track the onboarding process throughout the steps involved.
As soon as you click the Use the template button, you'll be immediately taken to Softr studio and can start working on the template. If you don't have a Softr account, you'll be prompted to register first (a Free account will work just fine).
All the Softr templates are completely free of charge and can be used with any of the Softr subscription plans. However, Free and Starter plans have a limitation on the number of application users, so you might need to consider a higher subscription plan if you need to have full Memberships access.
Saving 10+ hours a week with a machining client portal
Creating a customer portal with Softr allows us to give our customers that bit of extra value. This is one way for Defiant CNC to differentiate itself from other machine shops. Our customers always comment on how easy to use our Softr portal is and love the fact that it updates with data from Airtable in real time.
