Increased visibility paves the way to centralized information management, leading to a more efficient onboarding process. Manage all your metrics, analytics, and reports in order to make informed decisions.
Every step is under your control—tracking documents, the status of each task, approval or terminal decisions, and much more.
Automating tasks lets you streamline your processes, speed up data collection, send notifications, set up deadlines, and more.
Automate time-consuming onboarding tasks in just a few minutes, with just a few clicks—making it efficient for both you and your customers.
Manage all customer-related information from one place. Eliminate errors that might occur while processing documents or data entry into your CRM.
Get timely access to information whenever required, and perform tasks with ease.
The customer support engineer sends a request for onboarding customers to their organization by keying in relevant details, like the customer name, type, product, etc.
The engineer and the team responsible for the onboarding process present the product walkthrough to the customer and team.
The engineer schedules a meeting with the customer after the demo and discusses the steps ahead. Afterward, the customer fills out a form and a KYC is performed.
After completing the KYC, the contract is sent to be signed by the customer. They either sign it and send it back, or request modifications to it.
An automatic welcome message is triggered in the form of an email to the customer after the contract is signed by both parties.
— Choose the one that best suits your organization —
Qntrl is the world’s #1 Workflow Orchestration Software. See why
Streamline incoming service requests, and maintain rapid response times. Define roles clearly, and protect requests from duplicate efforts and embarrassing cross-fire. Personalized views let helpdesk agents see their queue based on ticket status, assignee, group, or other conditions.
Have well outlined service SOPs and ensure that all agents understand what is expected of them at every stage, and know how to appropriately respond in any given situation. Ensure compliance through built-in audit trails, reporting of exception events, and automated corrective actions.
Real-time conversations demand real-time answers. Get quick access to anything you need to help respond to a customer including account details, purchase history, and past conversations. Get things done faster by notifying all stakeholders through any chat application.
Automate canned replies, or alert a manager if a customer sends in a bad satisfaction rating. Route pre-sales queries to the business development team, and product specific queries to respective departments automatically. Automate workflow steps, document or PDF generation, and more.
Analyze number of requests received per day, number of requests closed per user, average response time, average handle time, and more with bespoke, dynamic reporting module. You can also use the report builder to generate your own reports, and schedule them based on your preference.
Build flexible and scalable business processes- returns processing, field service requests, annual maintenance service, and such- tailored to meet the requirements of your business. Our workflow designer also includes advanced features like parallel transitions and common states.
Connect Qntrl with your existing tools - Salesforce, HappyFox, Shopify, and more - for seamless data flow. APIs, Client and Server Scripts are some of the options that will help you tailor Qntrl to your own needs. We also have a gallery of ready-made third-party integrations.
Get all the advantages of a cloud-based platform with the security you’d expect from an on-premises system. Field access privileges, data encryption, and role-based access controls keep your sensitive information safe. Audit capabilities help you figure out who-did-what-when.