Project Task Tracker
Track Onboarding Steps
Outline each task from kickoff to launch, and mark completion by client or team.
Upgrade to a Client Onboarding App
Download the free Client Onboarding Template app to manage onboarding workflows, track progress, and deliver a smooth client experience — with live dashboards and automation.
Team Responsibility Manager
Assign Internal Owners
Delegate responsibilities across your team — sales, account management, support, and more.
Progress & Risk Filters
Monitor Onboarding Progress
Filter by status, client, or due date to stay on top of what's in progress or at risk.
Client Onboarding Hub
Keep Client Info in One Place
Store contact details, key notes, and onboarding documentation in a single record.
Why Do You Need a Client Onboarding App?
Live Onboarding Dashboard
Visualize where each client is in the onboarding pipeline in real time.
Task Assignment & Automation
Assign tasks to team members with due dates and auto-reminders.
Client-Specific Workflows
Customize onboarding checklists for each service tier or customer type.
Status & Timeline Tracking
Track onboarding duration, bottlenecks, and missed milestones.
Client Portal Option
Enable clients to view progress, upload documents, or complete steps (in advanced setups).
