How to Onboard New Clients
Onboarding new clients and adding client accounts to project management software is a crucial step in establishing an efficient and organized workflow. A seamless onboarding process ensures that client information is accurately captured, categorized, and accessible for team collaboration. By utilizing project management tools, businesses can streamline the process by automating data entry, setting up client-specific projects, assigning roles, and defining key milestones. This helps improve communication, reduces manual errors, and enhances client satisfaction by providing a structured and transparent onboarding experience. Additionally, integrating CRM features allows teams to track client interactions, manage documents, and monitor project progress from a centralized dashboard, fostering long-term relationships and business growth.
Onboarding Process
The client onboarding process is designed to be simple, intuitive, and seamless. Our system provides clear, step-by-step guidance, ensuring you never feel lost. Each stage outlines exactly what to do, enabling you to efficiently set up your clients for quoting and closing projects. We'll assist you in configuring payment processing, defining your services, organizing client types, adding clients, and even onboarding your employees.
Full Dashboard
For a quick overview of your account, go to the dashboard, where you’ll find easy access to sections like your profile, quotes, requests, pending invoices, and current clients.
Search Clients
For a quick search of clients and employees, simply go to the search box at the top, type in your query, and it will instantly provide a list of results based on your search criteria.
