.png)
.png)
.png)
.png)
Manual onboarding slows growth, frustrates new clients, and drains team hours. With Ascend 1’s Onboard Flow, every step, from first welcome email to account activation runs automatically in sync with your systems. No gaps. No delays. Just seamless starts.
.svg)
Collect everything once, correctly. Onboard Flow gathers client info via branded forms or secure links, validates it in real time (format checks, mandatory fields, duplicates) and maps it to the right places in your CRM, billing, and compliance tools automatically. Prefill known details from proposals to reduce friction. If something’s missing, clients get a gentle prompt—not your team. The result: no rekeying, no errors, and a clean record created across systems in seconds.
Contracts, IDs and policies—handled end to end. Trigger the right document set per client type, send e-signature requests, auto-remind non-signers, and store the final files in the correct folder with a full audit trail. Versioning prevents mix-ups; counter-signing is seamless. Once signed, downstream actions fire instantly: create the account, open the project, notify the team, and update invoicing. Secure, compliant and effortlessly organised.
Good onboarding is a relay, not a sprint. As soon as a step completes, Onboard Flow routes the client to the next team with context intact—Sales to Ops to Finance to Support—while role-based checklists ensure nothing is missed. Dependencies, approvals and SLAs are built in; nudges land in Slack/Teams and email. If anything stalls, escalation rules surface it early so momentum never dies and go-live dates stay on track.
One clear view for everyone. Clients see exactly where they are, what’s next and how to complete it; your team sees internal tasks, owners and deadlines. Live percentages, timelines and bottleneck flags replace guesswork. Add comments, @mentions and attachments in the flow, not in scattered emails. Managers get roll-up dashboards across all in-flight onboardings to spot trends, improve steps and keep throughput high.
Onboard Flow ensures every client file, ID check, and signature is securely logged and stored — creating a full audit trail that meets GDPR and industry standards.
Connects directly with your CRM, finance software, and communication tools — so onboarding flows into the systems you already use without disruption.
Whether you’re onboarding 10 clients a month or 1,000, Onboard Flow adapts. Templates, workflows, and reminders scale with your business, ensuring quality stays consistent at any size.
Timely reminders and reschedule options keep clients engaged and your pipeline moving.
.png)
All client details and tasks sync across your CRM and tools, keeping teams aligned without chasing updates.
.svg){kind=small}
Smart automation to power every part of your business.
.png){kind=spacer}
