Autopilot Customer Onboarding image

Autopilot Customer Onboarding

by Autopilot Workflow Solutions

SaaS
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Starts at Free
This SaaS package includes full capability versions of these add-ins:
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Customer Onboarding
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(1 ratings)
Pricing Additional purchase may be required

Looking to sign up new customers faster?

Create an electronic solution to seamlessly manage your customer onboarding process.

Delight your new customers from day one by providing them with a professional on-boarding experience, this could make the difference between a life-long customer and another churn statistic.

Imagine…
  • No more sending documents, having customers print them, sign them, scan them, and return them.
  • No more having to track the messages, follow up, or resend.
  • No more having to audit and double-check that you have received all the necessary compliance and onboarding documents.

With Autopilot, you will get the immediate advantages:
  • See an at-a-glance status with our dashboard
  • Compliant audit trail
  • Accurate reporting and statistics
And your customers will see the difference as well:

  • Saved from printing pages of forms
  • Provided digital signatures for fast and efficient turnaround
  • Ability to check the status of requirements, and where they are in the process
Areas of expertise include: Retail , Healthcare, Financial Services, Governments and FMCG.


Take off fast, take off right, with Autopilot.


At a glance

Snapshot 1 of Autopilot Customer Onboarding
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Snapshot 2 of Autopilot Customer Onboarding
Snapshot 3 of Autopilot Customer Onboarding
Snapshot 4 of Autopilot Customer Onboarding