Resources
onboard clients with ease, retain them with confidence

Start every client relationship on the right foot

Process Street simplifies client onboarding creating smooth transitions and happier clients.

Process Street product

Trusted by more than 3000 companies

Salesforce logo
Cisco logo
Slack logo
TPG logo
Toast logo
Bettement logo
Colliers logo
Third Rock logo
Drift logo
Airtree logo
Blackbird logo
Evanston logo
Salesforce logo
Cisco logo
Slack logo
TPG logo
Toast logo
Bettement logo
Colliers logo
Third Rock logo
Drift logo
Airtree logo
Blackbird logo
Evanston logo

Deliver value faster for new clients

Do more in less time with Process Street.

Onboard in less time

Streamline every step of the process with an intuitive interface and powerful integrations. Get clients up to speed in record time.

Onboard in less time
Simplify training

Simplify training

Centralize resources with integrated videos, automated emails, and task templates to deliver training consistently, every time.

Maintain constant communication

Stop losing clients from poor handoffs and communication gaps by automating follow-ups and improving collaboration between teams.

Maintain constant communication
Customize workflows for unique needs

Customize workflows for unique needs

Design flexible, no-code workflows tailored to each client’s onboarding journey with if/then logic and adaptable timelines.

Client retention starts with effective onboarding

Many companies experience significant disengagement during onboarding, and a 5% retention improvement could increase profits by more than 25%.

Ace your first impression and set up client relationships for sustained growth.

Collaborate across teams and departments

Leverage the power of your people

Facilitate smooth collaboration across teams by assigning tasks, adding comments, sharing updates, and distributing knowledge, no matter where your teams are located.

Put your people at the center of your processes
Retain knowledge

Keep key client info accessible

Avoid losing valuable client information when employees turnover. Store key information so it is always available to your business.

Unify your data
Track, analyze & improve

Unlock continuous improvement

With our reports and data analytics, you can gain insights into bottlenecks and drop-off points to improve your processes. You can also push out updates anytime, even to ongoing workflows.

Get process insights
Customer onboarding templates

Get a head start with customizable onboarding templates

Customer onboarding with automations
B2B customer onboarding
Client onboarding for financial services

Accelerate client onboarding through popular integrations

Ensure a smooth start with personalized plans, product training, and ongoing support

Develop a strategy so your financial services clients are ready to start with you

What our customers are saying

"We wouldn't have been able to scale to having as many customers as we do without using Process Street. Using native automations takes our efficiency to the next level!"
Jeffrey Kelly
General Manager, AssetLab Marketing
AssetLab Marketing logo

Let automation do the busywork

Stop error-prone data entry from copy-pasting across endless documents. Free your team up to build relationships and create value. Use forms, task triggers, deep integrations, and our AI tasks to do it all faster.

The onboarding solution that scales with your business

Our intuitive checklist interface creates consistency for every client, while our data and analysis tools help your team effortlessly track every client's progress. The result? Happier clients worldwide.

Use case

Client and employee onboarding, training

Company size

Enterprise

Industry

CRM, SaaS

How Salesforce scaled onboarding & training with Process Street

Challenge

Scaling onboarding while maintaining service quality and improving knowledge sharing.

Solution & impact

  1. 1. Standardized onboarding processes
  2. 2. Reduced errors and improved accuracy
  3. 3. Centralized task tracking and better team performance

Discover how Salesforce improved onboarding
Use case

Client onboarding

Company size

Medium-sized

Industry

International ecommerce

How Zonos reduced onboarding time by 40% with Process Street

Challenge

Complex onboarding processes and lack of customization and visibility with their previous system.

Solution & impact

  1. 1. 40% reduction in implementation time
  2. 2. Fewer errors in task management
  3. 3. Streamlined onboarding with better customization

Learn how Zonos simplified onboarding
Use case

Client onboarding

Company size

Medium-sized

Industry

SaaS, Online book-keeping

How Acuity streamlined workflows with Process Street & Zapier

Challenge

Fragmented processes across multiple platforms and high training overheads during rapid growth.

Solution & impact

  1. 1. Increased efficiency by automating repetitive tasks with Zapier
  2. 2. Standardized workflows for business-wide consistency
  3. 3. Reduced training time for faster employee proficiency

See how Acuity optimized workflow automation

Support that's actually there for you

Need help? Our team is on it faster than you can say "workflow."

5 minutes
average response time
98% customer rating
average rating

Try Process Street for free

Onboard clients faster & easier

Make onboarding simple to keep your clients engaged and satisfied.

Still have questions?