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 Software for Client Onboarding?

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.

Our Software for Client Onboarding: 

  1. 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.
  1. 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.
  1. Document Management: Say goodbye to lost papers and laborious filing systems. Our software centralises document management, facilitating the tracking and retrieval of crucial data.
  1. 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.
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Automate business operations ensuring compliance and increase efficiency
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Customisable workflows and powerful form capability
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Allocate incoming correspondence to initiate business procedure
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Collect critical data for customised reports and intelligent searching
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Easily manage permission structures allowing limited access to sensitive information
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IOS and Android compatibility
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Electronically sign and send documents
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Signature compliance in terms of both ECT Act and POPI
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Tight integration to MS Office and Outlook
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Customised third party system integration

Go paperless. Make the switch today.

Where to find us

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

 

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