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customer onboarding

With the "Customer Onboarding" template, potential customers have the opportunity to register on your website via an online form. Your support or sales team will automatically receive the request and can continue to support the customer either by phone or via email marketing.

Additional functions:

  • You can have the online form filled in individually by the customer according to your wishes. Simply add text fields for name and address, drop-down selection lists for a product selection or checkboxes for the subscription to a newsletter.
  • The 3 ready-made views are tailored to your team:
    1. If a customer would like a telephone consultation about your product, the TeleSupport view will show your employee the customer and his request to contact him.
    2. The "Newsletter Mailing List" view automatically lists all customers who wish to receive further news from your company. Your employee can now maintain your information about potential new customers without much effort.
    3. The last view shows you an overview of all registrations made in your form.

Keep an eye on your employees with targeted statistics. See for yourself what awaits you there!

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