Resources

Client onboarding software for sustained growth

Secure, engage, & retain customers with one tool

Trusted by more than 3000 companies

Salesforce logo
Cisco logo
Slack logo
Government of Canada logo
Government of Canada logo
Bettement logo
Colliers logo
Colliers logo
Colliers logo
Colliers logo
Colliers logo
Colliers logo

Streamline your client onboarding for continual business growth…

Process Street's client onboarding software should be at the heart of every organization.

Retain knowledge
Store key customer information in templates so client onboarding knowledge doesn't leave the business when staff members do.
Act efficiently
Save time, energy, and money by automating your repetitive client onboarding tasks. Instead, focus on what matters - nurturing relationships and growing your business.
Continuously improve
Continuously improve your customer's onboarding experiences by updating and optimizing all your client onboarding processes with just one click of a button.
Be agile
You can edit your client onboarding processes in seconds. So, experiment! See what works best, change tactics, and respond quickly to ever-changing customer demands.
Create consistency
Standardize your approach to client onboarding with templates. Reduce mistakes, increase efficiency, and give your customers the best experience, every time.
Wodify logo
“Before Process Street, we would probably hold our new employee’s hands for a good month… But now, we’ll show them something for two weeks and then we’re able to throw them into things!”
Grant
Elli Rego
Product Manager, Wodify

Process Street's client onboarding software will help your business grow. This is how:

Workflows

Create client onboarding processes for complete consistency

Make sure you're servicing new customers the right way, at the right time, every time. Build client onboarding templates for your team to follow and your customers will be happier and your sales team will be more productive.

Create client onboarding processes for complete consistency
Keep track of client onboarding decisions from anywhere
Approvals

Keep track of client onboarding decisions from anywhere

There are crucial choices to be made during client onboarding. Add Approval tasks to your workflows and approve or reject key decisions that can make or break a customer's experience with you.

Collaboration

Encourage teamwork for successful client onboarding

To encourage team collaboration you can assign tasks, add comments, distribute knowledge, provide updates, and share processes between your client onboarding teams, regardless of where they are.

Encourage teamwork for successful client onboarding
Integrate your client onboarding processes with the apps you love
Integrations

Integrate your client onboarding processes with the apps you love

Send important customer data between the client onboarding processes you follow and the apps you use on a daily basis. Automate manual tasks, reduce mistakes, and increase efficiencies.

Forms

Collect, document, & store key customer onboarding data

Using form fields you can collect crucial client onboarding information, document it in templates, and save it securely in the cloud. This means you can access it at any time, in any place, and on any device.

Collect, document, & store key customer onboarding data
Customize your client onboarding processes with if/then logic
Conditional logic

Customize your client onboarding processes with if/then logic

Meet every single customer need with one single template. Use Conditional Logic when building your client onboarding templates so that one process fits multiple situations.

Reports

Check the status of your client onboarding processes

Use Reports to see how your team is performing. Get instant insight into who's working on which client onboarding process, where they're up to with it, and what the status of tasks are.

Check the status of your client onboarding processes
Discover client onboarding workflows
Create a seamless, world-class client onboarding experience

Here's why teams love Process Street's
client onboarding software...

Colliers logo
With Process Street we've been able to bring documentation to life… allowing us to adapt processes quickly, improve governance and achieve consistent results
Linda White
Linda White
Head of Technology Services, Colliers
“A huge win. Delivers cross
functional team collaboration.”
Salesforce logo
Alex Hauer
Alex Hauer
Senior Success Consultant, Salesforce
Read case study
"It was the right choice for us. It helped our team move quicker"
BentoBox logo
Chelsea Lynch
Chelsea Lynch
Manager of CS operations, Bentobox
Watch case study

This is how others are using Process Street to onboard clients smoothly:

New client setup
Sales onboarding
Qualifying leads
Daily and weekly tasks
Customer support
Sales training
Sales report
Company research
Invoice generation
Chum prevention
More client onboarding workflows

Trusted by great people

Tech MD
"Process Street has been instrumental in helping us scale our organization. We have grown at least 100% since we started using Process Street."
Mindshare Collaborative
"Having Process Street in place allows us to produce consistent results for our clients. With consistent results, we can then continue to scale."
Mainline Autobody
"We use Process Street in many more areas than we thought we were going to use it. Especially for new employees, we use it as a training tool."
Process Street webinars: Listen, share, & take it all in.
Get all the answers to all your questions at our monthly webinars. Run by process specialists, our Process Street webinars are the best chance you'll get to pick the brains of the experts. Get advice, guidance, and learn the tricks of the trade. Register now

The best onboarding content on the web

What's new? Find out in our business blog...it's got all the answers and more!

How LA Creative Onboards Their Clients with Process Street
Find out how LA Creative uses Process Street. Learn what processes they've built to meet customer needs, deal with concerns, and gather and store key information.
Get Higher Close Rates By Qualifying Leads (Free Template!)
To achieve client onboarding success, you first need to qualify your leads properly. Find out what the top salespeople do to qualify their prospects successfully.
Keep Your Customers Hooked Throughout the Sales Cycle
Engaging your customers, especially during the onboarding phase, is crucial to success. Read this to find out how the likes of Amazon, True&Co, and Target do it.
Dive into our blog

Video library

Browse through our always-growing video library to learn how to take your Process Street workflows to the next level.

Product demo
Watch this demo and find out how to use Process Street to build effective client onboarding processes.
Approvals
Keep on top of all key client onboarding decisions by adding Approval tasks to your onboarding workflows.
Conditional logic
Don't build thousands of templates to fit each of your client profiles. Build one with Conditional Logic.
Creating & editing templates
Start from scratch and learn how to create and edit effective client onboarding templates.
Templates vs checklists
Create core client onboarding templates and then run individual checklists from these templates.
Stop tasks
Make sure your team are completing client onboarding tasks in the right order with Stop tasks.
See all our videos

Join over 1 million workflow collaborators