Provide every customer with a personalized roadmap to success. Share and collect documents, assign tasks, manage scheduling, and collaborate with all stakeholders with a single link.
Give your team one place to manage all of their customer onboardings. Identify potential issues, unblock stuck customers and provide a proactive onboarding experience.
Powerful automations and notifications help your team take on more projects at once without increasing headcount
Smart emails and reminders go out on your behalf to prevent tasks from falling behind. Say goodbye to "Following up on my last email..."
Drive predictable onboarding success with templates for each customer segment you serve.
Add tasks and make changes on the fly to support every customer's unique use case.
Your customers never feel like they’re using a seperate tool to onboard onto your product when they use Simplemnt. Instead, they are taken through a guided onboarding experience that feels like an extension of your native product. There's no need for your customers to create 3rd party accounts just to manage your onboarding process or share information with you.
No. Our no-code editor makes it easy for anyone to create and scale a productized Onboarding experience. You can even change the look and feel of your experience to match your branding. We want Simplemnt to feel like an extension of your product - make it your own.
Yes. Simplemnt users start seeing results immediately after they start using it with their customers. We've seen processes that took weeks get reduced to hours.
Absolutely, and don’t worry. We can help you transform your complex process into a set of Customer Playbooks. Simplemnt can support even the most complex B2B SaaS Onboarding process.