OnboardPro
All your customers in one place
Every company you onboard is listed here with its contacts and the details captured during onboarding.
- 1Search or filter to find a customer.
- 2Open a customer to update details, add contacts, or assign more workflows.
- 3Details the customer already gave you (company name, registration number, address) are reused to pre-fill later forms.
Customer Directory
View all customers, their identifiers, and workflow progress
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Customers are created when you invite clients to onboard