Track status at a glance
Keep track of all your clients and see their progress in one bar.
Faster onboarding
With detailed instructions for each step, onboard clients faster than before.
Keep clients informed
Clients can see their own progress and adapt to your onboarding process easily.
Be clear on the next step
Clients have full visibility on what is coming up next so there are no surprises.
Ensure policy compliance
Implement audit trails as workflow conditions to comply with all internal policies.
Build relationships and trust
Create the best onboarding experience and impress your clients.
How Kissflow gets you on the path to automation
Customizable form designer
Choose from 20+ form field types
No-code workflow designer
Design complex workflows with multiple conditions
Role-based access control
Control who sees certain fields with sensitive data
Live reporting and analytics
Tweak and optimize your client onboarding
Quick implementation
Build and implement a workflow in 15 minutes
API integrations
Send and receive data from third-party apps
Customizable form designer
Choose from 20+ form field types
No-code workflow designer
Design complex workflows with multiple conditions
Role-based access control
Control who sees certain fields with sensitive data
Live reporting and analytics
Tweak and optimize your client onboarding
Quick implementation
Build and implement a workflow in 15 minutes
API integrations
Send and receive data from third-party apps
What our customers say about us
One of our finance leads said, ‘This is so easy, even my mom could do this. It was extremely intuitive and straightforward.’
Renee Villarreal,
Senior IT Manager, McDermott
