Managing your customer onboarding process in Pipefy will let you: 

• Enforce customer onboarding rules: By setting clear business rules for each type of customer, your customer success team will make sure steps are being followed and customer expectations are being met.
• No more messy emails and spreadsheets: Centralize customer onboarding in one place and gain full visibility on what’s happening with all customers. Execute on their exact needs and boost activation and adoption rates.
• Increase Customer Satisfaction: By making sure all of the agreements and milestones are delivered, your team will deliver accurate value to your new customers, ensuring their happiness and boosting satisfaction rates.

Check you the Customer Onboarding template here.