Optimize workflows using automated back-office software.
You’d have more success herding sheep than getting customers to complete their onboarding documentation on time. The procedure just takes much too long and involves many email threads when your back-office team manually onboards clients.
What if you could use a safe document management platform to automate all the paperwork and build adaptable internal workflows?
Let this article share an incredible deal on a tool that can make customer onboarding simple with document management.
With Parallel, you have all the tools you require to simplify back-office onboarding and expand your client or customer base. You can speed up admin enlistment by using seamless document management, secure client portals, and established workflows.
Start the process off right with editable templates for procedures like KYC requirements, NDAs, and SEPA criteria — or build dynamic checklists from scratch. Client portals that are automatically generated and protected by two-factor authentication allow clients to sign documents using integrated signature providers. The “save for later” function allows users to pause the procedure without losing their progress while also guiding them through the entire process. You can download and save everything as a PDF file or ZIP folder once the documents have been fully executed.
No more sorting through client files, renaming them, or looking them up!
To avoid tedious back-and-forth emails, clients can post notes directly on the platform if they disagree with a change or have queries. You can keep everything organized in one spot for your teams, and you can even include internal notes. Stop bothering your clients with requests for documents and information! You can set up an automated timetable in Parallel to send reminders to clients that take a while to respond to.
With adaptable internal collaboration tools that monitor progress, Parallel also enables your admin personnel to work more efficiently. You can create a workflow that is automated to allocate tasks to particular team members when a project or step has begun or been completed.
With built-in comments and adjustable workflows, Parallel streamlines the client onboarding process by automating every step.
For only $79, you can get lifetime access, and save as much as $800! Grow your company without experiencing tough challenges with Parallel!
Check out other software deals available on our YouTube Playlist here.
About SoftwareTrailers.com — We make short videos about great software to help educate potential customers. We focus on limited-time deals and other short walk-throughs of great software for entrepreneurs and small businesses globally. We hope our videos are helpful and pack a lot of information into short snippets. All the best, Onil, Founder
*Full Transparency — We may receive an affiliate commission if you love this product and decide to purchase it. BIG THANK YOU for that!
**The deals contained in this article are time-sensitive, as they are provided by the software provider. Software Trailers is not responsible for accessing the deal once it is out of date.