Customer Onboarding Software:Form-Creating Tool for Capturing and Onboarding Clients
Boost Client Onboarding Process Efficiency
PaperTrail Digital is the place to go if you want to transform how you acquire and integrate new customers. In today’s fast-paced business environment, efficiency is crucial, and our Client Onboarding Software is made to change the game for you.
PaperTrail handles the onboarding and capture of new clients with our unique form creation tool. Our creative solution increases efficiency in attracting new customers while validating input. Every client record is distinct, searchable, and auditable. The capture process transfers data to back-end systems in a secure manner.
Our API integration has never had trouble updating client information. The procedure ensures all necessary data is entered and forwarded to the appropriate departments for approval.
Why Opt for Client Onboarding Software?
Establishing the tone for your business-client relationship begins with the critical process of acquiring and onboarding new clients. Conventional approaches frequently entail laborious documentation, manual data entry, and a high error rate. Introducing Customer Onboarding Software, a solution designed to improve and expedite the onboarding process for new clients.
Our Customer Onboarding Software demonstrates our commitment to accuracy and efficiency. Put an end to the tedious procedures and headaches from paperwork. You can expedite the entire client onboarding process, reduce errors, and automate repetitive tasks with our software.
Features of Our Customer Onboarding Software::
- Easy to Use Interface: Complex software should be simple to use. Your team and clients will have a seamless experience thanks to our user-friendly interface.
- Customisation: The onboarding requirements of each business and client are distinct. With the help of our software, you can precisely match workflows, forms, and procedures to your business needs.
- Document Management: Say goodbye to lost papers and laborious filing systems. Our software centralises workflow document management, facilitating the tracking and retrieval of crucial data.
- Automated Workflows: Automated workflows help save time and minimise manual labour. Our software streamlined the entire client onboarding process—from document submission to verification.
Explore the Client Onboarding of the Future
We at PaperTrail Digital recognise the value of effective client onboarding. Our client onboarding software is a calculated investment in your company’s expansion and success, not merely a tool. Become one of the progressive businesses that have welcomed a new chapter in client onboarding. Embrace our state-of-the-art software’s efficiency, accuracy, and unmatched customer satisfaction.
Are you prepared to change the onboarding process for clients? Investigate your options now with PaperTrail Digital!
Losing data because of poor filing?
You need a system that keeps every document in its place.
PaperTrail is a powerful electronic document management system that
supports and organises your critical business processes.
Any Document Type
Capture
Storage and Manage
Share
Powerful Enterprise Content Management
Spend less time managing paper and more time managing processes.
Go paperless. Make the switch today.
Where to find us
For support: support@egis-software.com | For sales: sales@egis-software.com
Johannesburg Office
138 Athol Street,
Highlands North,
2192
Tel: 011 880 4411
Cape Town Office
Unit 5,
10 Park Lane, Grosvenor Square,
Century City, Cape Town
Tel: 021 913 1221
Durban Office
59 Aberdare drive, Industrial Park, Phoenix, Durban, 4051
Tel: 031 508 1520
Ghana Office
Empower Suites, 8th Floor, Block A, The Octagon, Barnes Road, Central Accra, Ghana
Tel: +233 261 878 023
New Zealand Office
23 Piwakawaka Court, Rototuna, Hamilton, New Zealand 3210
Tel: +64 (0)21 646 767 OR
+64 (0) 2239 27507