New customers join your Onboarding Flow without having to sign up, they just verify their email. Create a unified onboarding experience by incorporating requests and stakeholders from across departments—Finance, Training, Support—at no additional charge.
Go beyond basic file sharing. Securely and simply distribute onboarding instructions, questionnaires, and document requests. Set deadlines so Customers complete tasks promptly.
Stay up to date. TakeTurns notifies you when your customers respond. Use the built-in chat to resolve issues, answer questions, and keep everyone on the same page.
You and your business stakeholders get a big picture view of what’s going on. See a complete timeline of the onboarding—requests, uploads, messages. And it’s an audit trail to ensure your contractual obligations are met.
Monitor progress of your entire onboarding program. See the status of each initiative, identify bottlenecks, and adjust project timelines effectively. And when a customer is onboarded, archive everything in one click.
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