Client Onboarding Software

This is where client onboarding software comes in to help companies bring in and onboard new clients seamlessly and uniformly. You could think of it as being your own digital assistant that ensures nothing falls through the cracks as you onboard new customers. Tallyfy is a great example – it digitizes every step – including a good process path for every new client – automatically and ensures the same high-standard processes are followed by your team.

Tallyfy tracks every step of a process without chaos – no manual work. For client onboarding, it enables you to run trackable, digitized workflows which save you about 2 hours per person per day. Things get done by people, or by AI, who can work seamlessly, repeatable, and at scale without friction. It’s especially powerful for client onboarding because it keeps things from falling through the cracks.

Without the right software, client onboarding is a mess of emails, spreadsheets, and missed to-dos. Teams spend valuable time chasing status, clients get upset by slow responses and important steps are missed. This is a bad first impression and destroys client relationships before they even start.

Tallyfy revolutionizes client onboarding with a clear, visual process that everyone can understand. Clients are able to view their own progress, teams pay attention to automatic notifications for when it’s their turn to act, and managers can identify bottlenecks straight away. The system even includes auto reminders, so nothing is lost track of or falls through the cracks.

Yes! There’s also incredibly low friction with Tallyfy — after purchasing, customers do not need to create accounts or memorize passwords. They receive one persistent link that will show them exactly where they are in the onboarding process. That makes it even easier on clients, who can log in to attend when they want to.

Tallyfy also has a robust document template system that you can use to make fill-in-the-blank templates for contracts and forms. Instead of shuttling multiple versions of the document back and forth, clients complete it once and the information is auto-populated in all the required documents. This extremes saving time and virtually eliminates errors.

Tallyfy is built for just that, which is a lot more than glorified task tool that your basic project tool is. Some of its features include conditional logic (if-this-then-that) automatic translation in 90+ languages, and the ability to measure the effectiveness of the process using Google Analytics. This makes it a whole lot more powerful for standardizing client onboarding.

You can review genuine customer stories and testimonials at https://tallyfy.com/customers/. These reviews illustrate how businesses have shaped their client onboarding as well as other processes with Tallyfy.

Yes! You can begin with a custom demo of Tallyfy. We will deploy a private ignotas instance for your onboarding needs. Book your demo at https://tallyfy.com/booking/

Absolutely! Tallyfy is a free professional service to help you create your client onboarding process exactly right. We will assist you with all of the process, design, and optimization. Book a demo and find out more here: https://tallyfy.com/booking/

Unique pricing: Tallyfy’s price is adjusted for using it in your country, based on your local GDP/capita. That gives companies possible lifetime discounts up to 90% off, which is available worldwide. This considerate pricing means businesses of any size will be able to afford to upgrade their onboarding process for clients.

It all starts with a custom demo. We will demonstrate how the client onboarding journey can become hands-off​ and​ ​how we can help you deploy a customized Tallyfy solution​.​ Book your demo here: https://tallyfy.com/booking/