Get new customers from signed to live without losing track of the detail.
Run the whole onboarding in one place: collect customer information, request documents, assign work, track technical setup and see exactly what is holding up go-live.
Discuss OnboardFlow →See the onboarding journey.
See the pipeline, customer checklist, document centre, milestones and progress through to go-live.
See every onboarding stage, owner and dependency.
OnboardFlow MSP is being designed around the point where sales handover becomes technical delivery. The project pipeline gives teams a shared view of discovery, migration, configuration and handover instead of relying on disconnected spreadsheets and inboxes.
Interface shown is a product-development preview and may change as the platform is refined.
Replace handover spreadsheets with a repeatable delivery process.
OnboardFlow MSP is designed for service businesses where onboarding involves multiple people, technical dependencies, customer information, approvals and deadlines.
Reusable onboarding templates
Create consistent onboarding processes for different service types, customer profiles and project requirements.
Ownership and responsibilities
Make it clear who owns each stage, task and dependency across commercial, technical and customer teams.
Progress visibility
See what is complete, blocked, overdue or waiting for information without manually chasing every stakeholder.
Technical migration workflow
Structure discovery, migration, configuration, validation and handover into visible stages.
Audit trail and project history
Maintain a usable record of onboarding activity, decisions and completion.
From signed order to operational handover.
Discover
Capture customer, technical and service requirements in a structured project.
Prepare
Allocate tasks, owners, dependencies and required information.
Migrate
Track technical work, approvals, blockers and completion through the onboarding plan.
Handover
Complete validation and transition the customer into normal service operations.