Client onboarding software that delivers consistency and proves every step

Q: What is client onboarding software?

It's a platform that structures and automates the onboarding process to help teams scale client success with full documentation and accountability.

Q: How does Process Street support client onboarding?

We automate task routing, assign owners, and log every step of the onboarding process, all monitored by Cora.

Q: Does this integrate with CRM tools like Salesforce or HubSpot?

Yes. Trigger workflows, pass data, and update statuses with out-of-the-box CRM integrations.

Q: Can we customize the process for different products or tiers?

Absolutely. Use templates and logic to build onboarding flows by plan, product, or region.

Q: How fast can we launch?

Most teams go live in under a week with our no-code templates, guided onboarding, and best practices.

Q: Can we track onboarding metrics and performance?

Yes. Monitor completion times, task performance, and client satisfaction across teams and segments.

Automate onboarding, assign tasks, and document handoffs with Cora, your AI engine for client success and compliance.

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Client onboarding software that delivers consistency and proves every step

Trusted by more than 3000 companies

What's your biggest client onboarding challenge?

Standardize every onboarding flow with templates, due dates, and task-based checklists.

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First impressions count, and inconsistent onboarding costs you clients.

If your onboarding relies on email chains, spreadsheets, or tribal knowledge, you're risking delays, missed expectations, and churn. Process Street's client onboarding software turns onboarding into a structured, scalable workflow. Cora ensures every step is completed, every handoff is clear, and every client is set up for success.

Standardize your onboarding process

Use customizable templates that guide every team through intake, setup, and kickoff.

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Assign tasks by role or milestone

Route responsibilities to sales, success, legal, and delivery with accountability built in.

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Track documents, signoffs, and approvals

Attach contracts, compliance forms, or project files to each onboarding workflow.

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Track documents, signoffs, and approvals

Maintain full audit trails

Log every action, comment, and client-facing task with time-stamped documentation.

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Meet Cora:
Your AI onboarding assistant

Cora is your client handoff tracker. Integrated into Process Street, Cora monitors onboarding workflows, flags delays, and keeps everyone aligned.

Launches workflows automatically From CRM events or signups
Flags missed steps Delayed tasks or incomplete approvals
Enforces SOPs And role-based approvals
Prepares logs For internal reviews or client audits

Cora turns onboarding from guesswork
into repeatable execution.

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Tailor onboarding by client segment

Use conditional logic to adjust onboarding steps by product, region, or contract type.

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Integrate with CRM, DocuSign, or project tools

Trigger onboarding from Salesforce, capture signatures, or hand off to delivery in Jira or Asana.

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Protect sensitive info with permissions

Limit access to financial, legal, or executive workflows by role.

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Monitor KPIs and completion metrics

Track onboarding time, client satisfaction, and task-level performance across teams.

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Sales, customer success, and delivery teams use Process Street's client onboarding software to:

Automate handoffs from sales to success

Trigger workflows from CRM close-won and route tasks instantly.

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Track kickoff readiness

Ensure documents, scheduling, and configuration are complete before launch.

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Manage compliance and risk reviews

Route legal, financial, or technical approvals before go-live.

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Collect onboarding forms and docs

Capture contact info, compliance docs, scopes, and payment details in structured checklists.

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Monitor SLAs and timelines

Track onboarding progress and escalate delays before they impact delivery.

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Generate internal and external reports

Show onboarding performance by team, client segment, or geography.

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Frequently asked questions

Can't find the answer you need? Contact our support team.

What is client onboarding software?

How does Process Street support client onboarding?

Does this integrate with CRM tools like Salesforce or HubSpot?

Can we customize the process for different products or tiers?

How fast can we launch?

Can we track onboarding metrics and performance?

Trusted by 3000+ companies

From agencies to SaaS platforms, Process Street powers client
onboarding with speed, structure, and confidence.

Data protection & security

ISO27001 compliance

Process Street is ISO 27001 certified, confirming compliance with global standards and a strong commitment to protecting customer data through audited, continuously monitored security controls.

Data protection & security

SOC 2 Type II compliance

Process Street has passed a SOC 2 Type II audit, confirming that it meets various criteria for safeguarding customer data. An independent external auditor has verified the effectiveness of the controls implemented by Process Street.

Healthcare information privacy

HIPAA compliance

HIPAA, a federal law, safeguards patient health information. Process Street's robust security measures include the option for a Business Associate Agreement upon request, ensuring HIPAA compliance.

Data protection & security

AWS CIS compliance

The CIS AWS Foundations Benchmark provides security best practices for AWS environments. Process Street's compliance ensures a secure cloud infrastructure by following established guidelines for configuration and monitoring.

EU Data protection & privacy

GDPR compliance

The General Data Protection Regulation (GDPR) is an EU law designed to protect the privacy of individuals and businesses in the EU economic area. It establishes rules for how personal data is collected and handled. Read our GDPR statement

Data protection & privacy

CCPA compliance

The California Consumer Privacy Act (CCPA) gives California residents more control over their personal data, including rights to access, delete, and opt out of data sales. Process Street ensures compliance through transparent practices.

Security & privacy

Artificial intelligence

Your data is never used to train AI models. Any data read or created by a workflow is exclusive to that particular workflow instance and cannot be accessed otherwise, even from within the same organization.

Data sovereignty & infrastructure

Data residency & private cloud

Choose where your data is stored with support for US, UK, Canada, EU, and UAE regions. Customers can also opt for private cloud deployment in their own VPC for maximum control and security.

Backed by happy clients

With Process Street we've been able to bring documentation to life… allowing us to adapt processes quickly, improve governance and achieve consistent results