Workflow
Workflow Platform for all kinds of business process and approvals
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Keep track of all your clients and see their progress in one bar.
With detailed instructions for each step, onboard clients faster than before.
Clients can see their own progress and adapt to your onboarding process easily.
Clients have full visibility on what is coming up next so there are no surprises.
Implement audit trails as workflow conditions to comply with all internal policies.
Create the best onboarding experience and impress your clients.
Choose from 20+ form field types
Design complex workflows with multiple conditions
Control who sees certain fields with sensitive data
Tweak and optimize your client onboarding
Build and implement a workflow in 15 minutes
Send and receive data from third-party apps
Choose from 20+ form field types
Design complex workflows with multiple conditions
Control who sees certain fields with sensitive data
Tweak and optimize your client onboarding
Build and implement a workflow in 15 minutes
Send and receive data from third-party apps
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