← Use cases
A new client up and running in a day, with nothing typed twice.
We build client onboarding flows for businesses that type the same details into several systems. The client fills in one form, uploads their documents and signs online. The tool creates their record everywhere it's needed and prepares their file. You follow each new client, step by step.
Book my free audit- First version in 2 to 8 weeks
- ZAR 9,900 excl. VAT per month
- Free audit
Imprimerie Petit
New client
Petit Print · onboarding started this morning
✓ Form filled in by clientDone
✓ Company docs and bank details uploadedDone
✓ Contract signed onlineDone
✓ Record created in accounts and CRMDone
Portal access sentIn progress
Kick-off meetingThu 10am
Onboarding now
Garage Leroy
Hôtel des Alpes
Ferme Duval
Tell us how a new client gets set up today.
45 minutes, free and with no commitment. We find where you lose the most time, then you get one clear page: what we'd build first, the total monthly cost and our honest opinion.
Pick a time slot