Customer Onboarding Template

Sales & Customers

Customer Support/Success

Tracks new customer progress and centralize onboarding tasks and information for a seamless experience.

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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.

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Overview

The Customer Onboarding template is an internal tool that helps businesses track and manage the onboarding process of new customers, providing a seamless experience for customers and employees alike. This tool enables businesses to centralize customer information, identify key tasks that need to be completed during onboarding, and track customer progress throughout the process. By streamlining the onboarding process, businesses can reduce the amount of time it takes to onboard customers, improve customer satisfaction, and increase retention rates.

How it works

Just click the "Use Template" button on this page to make the template yours. You'll need to create a Softr account (in case you don't have one yet) to proceed with the template and an Airtable or Google Sheets account to manage the app's database (both platforms offer free plans that will work just fine). The template comes with a pre-configured database to start adding customers straight away. As soon as you set up the template, start inviting your team members and adding your customers.

FAQ

What does the customer onboarding process involve?

Here are the most common steps of the customer onboarding process: - Customer signup - Welcome email - First login - Invitations, data importing, etc. - Walkthrough - Followup emails

Does the template allow to track the onboarding process?

Yes, the template offers a Kanban board to track the onboarding process throughout the steps involved.

Do I need a Softr account to use the template?

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).

Can I use the Customer Onboarding template with a free Softr account?

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.

Build your Customer Onboarding tool today

Proceed with the template and have your web app ready within hours

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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.

Jeremy Taylor Owner, Defiant CNC

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