Less Paperwork, More Sales: AI-Powered Client Onboarding
Automate contracts, payments, and client acquisition: hassle-free.
How We Simplify Your Life
Instant Client Onboarding Forms
No more back-and-forth emails. Clients fill out the forms and we handle the rest. Our instant client acquisition system eliminates the need for email exchanges and ensures you have all the necessary information at your fingertips.
Automated Onboarding information
Never chase another signature or late payment again. Automatic reminders and payment processing make it easy to get what you need, when you need it. Contracts are automatically generated based on information from the onboarding forms.
Seamless CRM Integration
All client information, documents, and payments stored in one place, ready when you need them. We integrate perfectly with the most popular CRM systems, so you can keep your client information organized and accessible.
Automate Your Client Onboarding Process
Automated Acquisition Forms
Easily collect necessary information from your clients using our automated acquisition forms. Our forms are fully customizable so you can gather the specific information needed for your business. The system notifies you when someone completes the form.
Contract and Payment Automation
Automate your contracting and payment processes to save time and reduce errors. Our system can automatically generate contracts based on the information in your acquisition forms and can handle payment processing securely and reliably.
Seamless Onboarding Experience
Provide your clients with a smooth and professional onboarding experience. Our platform is easy to use and intuitive, and we can seamlessly integrate it with the most popular CRM systems. Your business will look professional from day one.