Why Qntrl for your onboarding process?


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.

Improved accuracy

Manage all customer-related information from one place. Eliminate errors that might occur while processing documents or data entry into your CRM.

Operational efficiency

Get timely access to information whenever required, and perform tasks with ease.

Sample customer onboarding process in a few simple steps

  • 01
  • 02
  • 03
  • 04
  • 05

Request submitted by customer support engineer

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.

Product walkthrough

The engineer and the team responsible for the onboarding process present the product walkthrough to the customer and team.

Scheduling meeting

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.

Signing the contract

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.

Welcome message

An automatic welcome message is triggered in the form of an email to the customer after the contract is signed by both parties.

Qntrl is flexible

  • Set up multiple client onboarding processes easily, depending on the structure that best suits your organization, department, or client.
  • Add approval tasks to the onboarding workflow and then approve or reject the customer based on internal blacklist checks.
  • Streamline the process flow by allowing documents to be submitted and reviewed (KYC) and modified, approved, and signed (contract) using the customer's preferred channels.
  • Acquire information in other apps without opening them, like building a checklist widget at the paperwork verification stage, or a Dropbox widget to store background verification documents.
  • Find out which region has more customers in the onboarding pipeline, the productivity of your support team, status of high priority clients, and much more, with built-in and customized reports.

All onboarding processes are not necessarily the same

— Choose the one that best suits your organization —

Take a look at Qntrl

Qntrl is the world’s #1 Workflow Orchestration Software. See why

  • Centralization & Visibility
  • Process Compliance
  • Workflow-Centric Collaboration
  • Process Automation
  • Reports and Dashboards
  • Process Mapping
  • Process Extensibility
  • Enterprise Security
  • Centralization & Visibility

    Centralized requests, Unparalleled visibility

    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.

    Explore all
  • Process Compliance

    Ensure execution standards

    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.

    Explore all
  • Workflow-Centric Collaboration

    Collaboration: when you need it, where you need it

    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.

    Explore all
  • Process Automation

    Make repetitive manual work a thing of the past

    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.

    Explore all
  • Reports and Dashboards

    Improve Operational KPIs

    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.

    Explore all
  • Process Mapping

    Orchestrate, Visually

    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.

    Explore all
  • Process Extensibility

    Make Qntrl even more powerful

    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.

    Explore all
  • Enterprise Security

    Designed for Enterprise

    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.

    Explore all

You're already in charge, now get Qntrl.

Sign upRequest Demo