30 minutes of typing for every client. Watch it become 3 seconds.
Professional Services Client Onboarding
- A beautiful staged form, signed and done in one sitting
- Team notified the second it happens, appointment already confirmed
- The CRM fills itself: no re-typing, no misreads, no typos
- 25 hours of typing saved every month at 50 clients
- And it scales: at 300 clients a month it's most of a full-time job