The best customer onboarding software
No more spreadsheets. Fast-track customer onboarding with automation and project management capabilities.
Project management built for customer onboarding
Streamline your onboarding experience by moving to a dedicated onboarding experience platform with project management capabilities.
- Ensure timelines and steps are followed
- Add subtasks, files, notes and more
- Address any roadblocks in advance
Have clients onboard themselves
By sharing all information in one room, clients will self-onboard themselves leading to more time for you and a better customer experience for them.
- All onboarding information on one page
- No more endless email ping pong
- Deliver a standout client experience
Keep progress on track by leveraging smart analytics
Receive alerts on all engagement in your rooms. Use these insights to nail your timings and reveal blind spots.
- Real-time engagement notifications
- Data-driven decision making
- Integration to CRM
Customer onboarding Templates
Sign up for free with Stageset and get access to a library of world class templates.
Stageset is built for mobile for both buyers and sellers
Choose your security permissions, from accessible to super secure
Add your logo, banner, brand colors and URL to wow your buyers
Standardize your Sales flow with room templates for every need
