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Automate your client onboarding workflow

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.

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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
Quick implementation
Build and implement a workflow in 15 minutes
integrations
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
Quick implementation
Build and implement a workflow in 15 minutes
integrations
API integrations
Send and receive data from third-party apps

What our customers say about us

I designed it, tested it, and had it ready in a week. The platform is simple and highly intuitive, so anyone can use it.

Ajit Singh

Chief Product Manager

The beauty of Kissflow is how quick and easy it is to create the apps I need. It’s so user-friendly that I made exactly what I needed in 30 minutes.

Oliver Umehar,

IT Manager

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
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