Automated Self-Serve Customer Onboarding

SMB customers get lost across the spreadsheets, emails, and articles in your onboarding process.

Give them an automated client portal experience that proactively guides them through the process.

Activate SMB customers 50% faster with an automated customer experience that scales.

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See what our customers have to say

"We turned on roughly four times as many Dealers as we ever have in about one-third the time it would have taken us without Simplemnt.”
Kevin Lorell
VP of Customer Success
Louis Chan
Head of Sales
We just onboarded a customer in two working days. Holy smokes! The fastest we’d ever done it without Simplemnt was 21 days.

Give every customer a Client Portal

  • Guide customers through your onboarding process

    Provide every customer with a personalized roadmap to success. No extra logins required

    Empower customers to complete their tasks with confidence

    In-built checks and validations ensure your Customers follow your process correctly the first time. Give your customers one place to share files, photos, forms, and credentials with you in a secured manner.

Run your entire process

  • Built to capture your entire process in one place

    Data sharing, collaboration, project management, customer training, and internal tasks optimized for customer onboarding. All in a single dashboard.

  • Powerful automations built for onboarding

    Trigger internal processes as customers complete steps in their portal. Automatically send emails, fire off webhooks, and much more.

Keep everyone on track

  • Free your team from manual follow-ups

    Smart emails and reminders go out on your behalf to prevent tasks from falling behind. Say goodbye to "Following up on my last email..."

Perfect Onboarding Experiences. Everytime

  • Templates for every segment

    Drive predictable onboarding success with templates for each customer segment you serve.

  • Personalize every customer's experience at scale.

    Add tasks and make changes on the fly to support every customer's unique use case.

Simplemnt works where you are

We play nice with other best-in-class tools using our open API and native integrations
Google Drive
Do you have special API requirements? Get in touch


How is Simplemnt different than a project management tool?

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.

Is engineering required to set up Simplemnt?

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.

Will this really help reduce my customer time to value?

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.

Can I really replace my onboarding spreadsheets with this?

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.

Still have unanswered questions? Get in touch

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