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.


How Kissflow gets you on the
path to automation

Customizable form designer
Choose from 20+ form field types
without code
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

Start your client
relationship with delight.

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