Are you losing out on new customers or forgetting about current ones?

Solutions > On-boarding > New customer on-boarding

Autopilot allows you to automate the process of getting new customers on board, guiding them through the process and exhibiting your professionalism from the start.

"We got so excited when we took on new customers that we forgot to do the basics right. We often forgot to ask them for critical details such as VAT numbers, which delayed invoicing. The Autopilot way is definitely better."
Lynda Hunter, pilotfish digital

Why should you automate your customer onboarding process?

FOR YOUR CUSTOMERS

Your customer will know what to expect from you from day one.
First impressions last, why not make a great one?

FOR YOUR TEAM

Everyone knows who is doing what and what has been done at all times.
The full discussion history of an onboarding request is available in one place, ensuring that everyone knows what is happening with that customer throughout their journey.
Everyone is assigned a role leaving no customer feeling neglected.

FOR YOUR MANAGERS

All customers are taken on their buyer journey in a consistent and professional way, no matter who is responsible.
Tasks can easily be re-assigned between employees.