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Client Onboarding
Onboarding Clients On Autopilot
Take control of your processes by defining the workflows and inviting your leads, prospects, & clients into a journey of your own design. Automated systems will let you take on more clients and grow your bottom line!
Everything starts with the onboarding! Kickoff any number of automations, sort your clients into logical groups & customize their experiences based on the paths they choose.
Replaces...
Client Onboarding
Onboarding Clients On Autopilot
Take control of your processes by defining the workflows and inviting your leads, prospects, & clients into a journey of your own design. Automated systems will let you take on more clients and grow your bottom line!
Everything starts with the onboarding! Kickoff any number of automations, sort your clients into logical groups & customize their experiences based on the paths they choose.
Replaces...
Embed Kickoff Forms On Your Website
STANDALONE OR EMBEDDABLE FORMS HELP YOU STREAMLINE AND STANDARDIZE ONBOARDING. EFFORTLESSLY CREATE CUSTOM FIELDS ON THE FLY AND LET CLIENT CHOICES DICTATE THEIR JOURNEY, ALL WHILE AUTO-ASSIGNING PERMISSIONS AND TRIGGERING AUTOMATIONS.
Embed Kickoff Forms On Your Website
STANDALONE OR EMBEDDABLE FORMS HELP YOU STREAMLINE AND STANDARDIZE ONBOARDING. EFFORTLESSLY CREATE CUSTOM FIELDS ON THE FLY AND LET CLIENT CHOICES DICTATE THEIR JOURNEY, ALL WHILE AUTO-ASSIGNING PERMISSIONS AND TRIGGERING AUTOMATIONS.
Onboarding FLOWs
STREAMLINE YOUR ONBOARDING WITH FLOWS. AUTOMATICALLY TRIGGER A CUSTOMIZED FLOW FOR NEW OR EXISTING CLIENTS, ALLOWING THEM TO ESIGN DOCUMENTS, FILL OUT FORMS, SET APPOINTMENTS, AND UPLOAD FILES IN A SEAMLESS, AUTOMATED SEQUENCE. CUSTOMIZE EACH STEP WITH YOUR BRANDING AND UNIQUE AUTOMATIONS FOR A TRULY DYNAMIC ONBOARDING EXPERIENCE.
- Automatically trigger a FLOW for a new Prospect/Client or assign an on-demand FLOW to an existing Client.
- Have your Client eSign documents, fill out forms, upload files and more in an automated sequence.
- Customize the logo, colors, layout & configure automations to trigger uniquely for each FLOW step.
Onboarding FLOWs
STREAMLINE YOUR ONBOARDING WITH FLOWS. AUTOMATICALLY TRIGGER A CUSTOMIZED FLOW FOR NEW OR EXISTING CLIENTS, ALLOWING THEM TO ESIGN DOCUMENTS, FILL OUT FORMS, SET APPOINTMENTS, AND UPLOAD FILES IN A SEAMLESS, AUTOMATED SEQUENCE. CUSTOMIZE EACH STEP WITH YOUR BRANDING AND UNIQUE AUTOMATIONS FOR A TRULY DYNAMIC ONBOARDING EXPERIENCE.
- Automatically trigger a FLOW for a new Prospect/Client or assign an on-demand FLOW to an existing Client.
- Have your Client eSign documents, fill out forms, upload files and more in an automated sequence.
- Customize the logo, colors, layout & configure automations to trigger uniquely for each FLOW step.
Checklists Get Things DONE!
MANAGE ONBOARDING, OFFBOARDING, AND PROCESS GUIDANCE WITH SIM SOFTWARE'S FLEXIBLE CHECKLISTS. CUSTOMIZE EACH ITEM WITH AUTOMATION TRIGGERS TAILORED TO YOUR BUSINESS NEEDS, ENSURING A PROFESSIONAL, SMOOTH, AND SYSTEMATIC PROCESS THAT LOOKS GREAT!
- Easily manage onboarding, offboarding, and process guidance with flexible checklists.
- Customize each checklist item with automation triggers tailored to your business needs.
- Provides your end user a guided visual path, which makes it easier for them to systematically complete tasks one by one.
- Integrate checklist items with platform functionalities using no-code link actions.
- Each checklist item requires manual affirmation, ensuring every task is completed.
- Track each user's unique progress, creating a comprehensive record of task completion.
Checklists Get Things DONE!
MANAGE ONBOARDING, OFFBOARDING, AND PROCESS GUIDANCE WITH SIM SOFTWARE'S FLEXIBLE CHECKLISTS. CUSTOMIZE EACH ITEM WITH AUTOMATION TRIGGERS TAILORED TO YOUR BUSINESS NEEDS, ENSURING A PROFESSIONAL, SMOOTH, AND SYSTEMATIC PROCESS THAT LOOKS GREAT!
- Easily manage onboarding, offboarding, and process guidance with flexible checklists.
- Customize each checklist item with automation triggers tailored to your business needs.
- Provides your end user a guided visual path, which makes it easier for them to systematically complete tasks one by one.
- Integrate checklist items with platform functionalities using no-code link actions.
- Each checklist item requires manual affirmation, ensuring every task is completed.
- Track each user's unique progress, creating a comprehensive record of task completion.
Automate with CRM Circles
HARNESS THE POWER OF CRM CIRCLES TO AUTOMATE, STANDARDIZE AND CUSTOMIZE EACH CLIENT'S EXPERIENCE. ASSIGN CIRCLES VIA THE ADD CONTACT FORM, FORMS, OR API.
- CRM Circles give you the power to make assignments based on Circle Affiliation.
- Easily assign Circle(s) in the Add Contact Form, or via a form, or via the API.
- Pre-create entire sets of portal pages, file repos, and assign via Circle.
- Clients can be part of just one Circle, or overlap multiple Circles.
- Simple Drag & Drop to add or remove clients from a Circle.
- Use automations to add/remove the client to/from one or more Circles, which can be used to control their experience.
Automate with CRM Circles
HARNESS THE POWER OF CRM CIRCLES TO AUTOMATE, STANDARDIZE AND CUSTOMIZE EACH CLIENT'S EXPERIENCE. ASSIGN CIRCLES VIA THE ADD CONTACT FORM, FORMS, OR API.
- CRM Circles give you the power to make assignments based on Circle Affiliation.
- Easily assign Circle(s) in the Add Contact Form, or via a form, or via the API.
- Pre-create entire sets of portal pages, file repos, and assign via Circle.
- Clients can be part of just one Circle, or overlap multiple Circles.
- Simple Drag & Drop to add or remove clients from a Circle.
- Use automations to add/remove the client to/from one or more Circles, which can be used to control their experience.
Dynamic Automations + Logic Engine
STOP DOING EVERYTHING MANUALLY AND HARNESS THE POWER OF AUTOMATION! OUR DYNAMIC AUTOMATIONS AND LOGIC ENGINE ALLOW YOU TO BUILD AUTOMATED WORKFLOWS THAT GUIDE YOUR CLIENTS AND STAFF THROUGH ONBOARDING, ENSURING A SEAMLESS AND PREDICTABLE ONBOARDING RESULT.
- Build automated workflows that put your guide, your clients, and staff through onboarding.
- Save automation sets into "Auto-Templates" and trigger them manually, via automation, or via the Dynamic Logic Engine.
- Trigger a customizable action sequence each time a client or staff member completes an onboarding step.
- Powerful automation suite lets you combine automations and trigger them via any platform automation opportunity.
Dynamic Automations + Logic Engine
STOP DOING EVERYTHING MANUALLY AND HARNESS THE POWER OF AUTOMATION! OUR DYNAMIC AUTOMATIONS AND LOGIC ENGINE ALLOW YOU TO BUILD AUTOMATED WORKFLOWS THAT GUIDE YOUR CLIENTS AND STAFF THROUGH ONBOARDING, ENSURING A SEAMLESS AND PREDICTABLE ONBOARDING RESULT.
- Build automated workflows that put your guide, your clients, and staff through onboarding.
- Save automation sets into "Auto-Templates" and trigger them manually, via automation, or via the Dynamic Logic Engine.
- Trigger a customizable action sequence each time a client or staff member completes an onboarding step.
- Powerful automation suite lets you combine automations and trigger them via any platform automation opportunity.
I love the fact that client onboarding, contracting, invoicing, completely branded login can be accomplished under one roof. One word, streamlined.
- Jake S.
I love the fact that client onboarding, contracting, invoicing, completely branded login can be accomplished under one roof. One word, streamlined.
- Jake S.
Consolidate Your Processes & Save BIG On Software Costs
SIM Software is the ultimate All-In-One Business Software multi-tool, perfect for small to medium sized businesses seeking to streamline and automate their systems & processes. Essential business tools are elegantly consolidated into a single pre-integrated and inter-automated platform. Say goodbye to expensive & inefficient jumbles of "One-Trick Pony" software.
Consolidate Your Processes & Save BIG On Software Costs
SIM Software is the ultimate All-In-One Business Software multi-tool, perfect for small to medium sized businesses seeking to streamline and automate their systems & processes. Essential business tools are elegantly consolidated into a single pre-integrated and inter-automated platform. Say goodbye to expensive & inefficient jumbles of "One-Trick Pony" software.
Automated CRM
Onboarding
Client Portal
Your Branding
Digital Marketing
Appointment Scheduling
Digital Dynamic Proposals
Billing + Packages
Contracts & eSignature
Project & Task Management
Payments & Subscriptions
File Exchange
Learning Management
Support Tickets
Interactive Community
Interactive Community
Automated CRM
Onboarding
Client Portal
Your Branding
Digital Marketing
Appointment Scheduling
Digital Dynamic Proposals
Billing + Packages
Contracts & eSignature
Project & Task Management
Payments & Subscriptions
File Exchange
Learning Management
Support Tickets
Interactive Community
Interactive Community
Consolidate Your Processes
& Save BIG On Software Costs!
Consolidate Your Processes
& Save BIG On Software Costs!
For more information on SIM Software click on the 'Book Now' link to book a demo on the software. Or to start your free trial, click on the link to start your 30-day free trial now.
For more information on SIM Software click on the 'Book Now' link to book a demo on the software. Or to start your free trial, click on the link to start your 30-day free trial now.
Email us
Email us