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Showing 21 - 5 of 26 Products
Affinity Canvas logo
A tool for onboarding that keeps everyone on track Write a Review
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What is Affinity Canvas and how does it work?

Affinity Canvas is a user-friendly but powerful tool for client success, implementation, and onboarding.Our goal is to create a simple yet powerful platform for client success, implementation, and customer onboarding teams to manage their customer-facing operations and enhance onboarding timeframes and overall customer experience. You'll preserve customer relationships, increase retention, and scale your organization by improving processes, improving client engagement, and creating memorable experiences.From onboarding and adoption to engagement and renewals, we help customer success managers win. Stagebase takes a proactive approach to analytics, as opposed to heavier analytics platforms that present historical outcomes and encourage a reactive perspective. We enable CS leaders and their teams the capacity to develop, refine, and reliably deliver the right experiences for the right customer outcomes at scale by automating customer communication, giving real-time customer insights/analytics, and standardizing execution. Instead of attempting to recover with discounts and promises, put your consumers on the path to success from the outset.

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Affinity Canvas Pricing

  • Free Trial Available
  • Affinity Canvas Offers Custom plan.
ClientManager.io logo
Client Onboarding Made Easy Write a Review
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What is ClientManager.io and how does it work?

ClientManager is a comprehensive tool designed specifically for freelancers and agencies to streamline client onboarding and management. With features such as proposal creation with e-signing, contract generation with e-signing, and quick invoicing capabilities, this tool simplifies the process of managing clients. ClientManager also offers project management functionalities similar to those of Trello and Notion, making it the ultimate all-in-one solution for freelancers and agencies. With the ability to tag and assign team members to tasks and clients, ClientManager allows for efficient collaboration within a team. ClientManager also has a client intake feature where one can send a URL to client to gather their information. This eliminates the need for back-and-forth emails and streamlines the onboarding process. Furthermore, with ClientManager's time tracking feature, one can easily monitor the time per task to ensure profitability. And with a clean calendar dashboard, one can get a bird's eye view of all the events and tasks, allowing for better planning and organization.

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ClientManager.io Pricing

  • Free Trial Available
  • Starts at $10.00.
Veridate logo
Client onboarding was never easier. 4 Based on 2 Ratings
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What is Veridate and how does it work?

Veridate is a Client Onboarding Software that acknowledges the need to use digital onboarding technologies to transform client onboarding procedures. It makes the service more efficient and user-friendly for both the employees and the client. Veridate allows you to manage client onboarding, anti-money laundering, and know-your-customer (KYC) regulatory obligations all in one spot. You can decrease regulatory risk by automating ongoing requirements. For remote onboarding, you can satisfy clients by using self-build online forms and biometric data capturing. You may do more than just do KYC background checks. Veridate provides full client lifecycle management (CLM), which integrates end-user experience with internal policy and risk management via automated risk scoring. It has a low-cost structure and a short time to income. Pay-As-You-Go pricing is a departure from typical pricing. Onboarding costs can be better controlled with more open pricing. Client onboarding is faster, which implies more income and lower back-office expenditures. You can even use a single web interface to monitor, screen, and approve your clients. By utilising flexible APIs to downstream systems, you may eliminate duplicate input.

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Veridate Pricing

  • Free Trial Not Available
  • Veridate Offers Custom plan.
Boarded logo
Make client onboarding easy Write a Review
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What is Boarded and how does it work?

Transform their client onboarding process with Boarded, the innovative tool designed to foster collaboration and boost productivity. This cutting-edge platform creates unique collaboration hubs, enabling seamless client activation and setting the stage for successful professional relationships. Boarded instantly generates a dedicated space for every new client onboarding - a central point for all interactions, documents, and essential resources. Say goodbye to scattered emails and disorganized files. By streamlining communication and resources into a single, user-friendly interface, Boarded empowers users to manage their client onboarding more efficiently, significantly reducing time spent on manual tasks. With Boarded, clients are introduced to a tailored, welcoming environment from day one, ensuring that they are engaged and ready to interact with their team without delay. Whether you're managing multiple clients, working in a fast-paced agency, or aiming to improve their internal processes, Boarded provides a solid foundation for their client onboarding needs. Ideal for businesses of all sizes seeking a professional and systematic approach to client management, Boarded's intuitive design is crafted for the modern professional. With Boarded, their team can focus on what they do best: delivering exceptional services to their clients. Embrace the future of collaboration and make every client onboarding a hassle-free experience. Discover how Boarded can redefine their productivity and elevate their customer engagement today.

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Boarded Pricing

  • Free Trial Available
  • Boarded Offers Free-forever plan.
Clientpad logo
Simple client management Write a Review
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What is Clientpad and how does it work?

Clientpad helps small businesses get paid faster, win more business, and provide a better client experience. Create, send, and manage all invoices in one central hub. Set yourself apart from the competition by drafting beautiful proposals that win more business.

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Clientpad Pricing

  • Free Trial Not Available
  • Starts at $4.00. Offers Custom plan.
LeadMe logo
Find New Clients For Digital Agency Write a Review
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What is LeadMe and how does it work?

LeadMe is the future of B2B SaaS sales. It is specialize in outbound sales and provide a complete service designed to help clients—indie makers, startups, marketing agencies, and B2B SaaS—grow predictable revenue without lifting a finger. The LeadMe team consists of experienced sales professionals who understand the nuances of marketing and sales. We’ll get to know the business inside and out, and create a tailored strategy to ensure that the product or service get the attention it deserves. With sophisticated automation tools, we’ll make the most of the B2B SaaS sales by pursuing highly qualified leads, utilizing market research, and working with the team to make sure that the deals close fast. Finally, the LeadMe team will help to hone sales strategy with personalized analytics and real-time insights. With LeadMe, will have the peace of mind knowing that the B2B SaaS sales goals are achievable, and will never need worry about making cold calls, managing databases, or worrying about inaccurate sales intelligence. LeadMe is one-stop shop for easy, efficient, and reliable B2B sales. Ready to turn B2B SaaS investments into tangible results? Contact LeadMe.

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LeadMe Pricing

  • Free Trial Not Available
  • Starts at $1497.00.

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