This SaaS product, Theoflow, is a client onboarding automation tool. It helps businesses onboard new clients quickly by automating tasks such as client intake forms, providing an onboarding portal, and managing internal onboarding processes. The platform also integrates with existing software for streamlined workflows and offers different pricing plans based on the level of service needed.
Features
Client Intake Form
Automatically creates a personalized onboarding flow when a deal closes, sending a welcome email with a portal link to streamline client intake.
Onboarding Client Portal
Provides a portal for clients to access important resources like accounts, sign contracts, make payments, and answer questions, all in one place.
Manage Internal Onboarding
Automates tasks and guides teams through custom onboarding stages, ensuring a seamless internal process.
The Platform
Tracks all client onboarding in one place, offering insights into team involvement, status, and project timelines, integrating smoothly with other software.
Zapier Integration
Connects with Zapier to automate workflows and integrate with various third-party applications for enhanced efficiency.
Whitelabel Client Portal
Offers a customizable client portal that can be branded to match your company's identity, providing a seamless, personalized experience.
Analytics Dashboard
Provides an analytics dashboard to track onboarding performance, offering insights for improvement.