Client Onboarding Portal
Surprise your customers with easy-to-understand onboarding
Surprise your customers with easy-to-understand onboarding
Stop using messy spreadsheets to onboard your customers.
Easily customize the onboarding page.
Key features
Let clients know which tasks to complete.
Key features
Make changes to the onboarding page.
Key features
API, Webhooks or Zapier? We have everything for your automation needs.
SPP is a game-changer for our link building agency. It effortlessly integrates, allowing us to track sales, referrals, and create unique client dashboards. The team is fantastic—always quick to help and consistently exceeds expectations. It's been a truly positive experience.
A client onboarding portal is a digital platform designed to guide new clients through the initial setup, training, and integration processes of your service or product.
You can use Service Provider Pro as it has a dedicated onboarding page builder that makes client onboarding easy. It also supports features such as sending welcome emails and displaying client-specific information.
It streamlines and automates repetitive tasks, provides instant access to resources, tracks progress, and ensures consistent communication, leading to a smoother and more efficient onboarding experience.
Clients can track their progress through a dashboard that displays completed steps, upcoming tasks, deadlines, and any pending actions required.
Clients receive a secure login link via email to access the portal. Optionally, they can also set up a password and secure their account with 2-factor authentication.
Yes, Service Provider Pro supports webhooks, Zapier, and has its own API. SPP also integrates with a variety of tools as per our integrations page.
You're in good company. SPP is helping agencies like yours sell millions of dollars in services every week.