Onboard customers
from Gmail.

Stay where communication happens.

  • Share group emails and aliases like onboarding@
  • Turn emails into cards or add custom cards to inbox
  • Standardize onboarding processes with flexible building blocks
  • Seamlessly handover customers across teams
  • Automate repetitive tasks
  • Report on results
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Customer onboarding software.

For G Suite users.

Stop switching between Gmail and a workflow management app.

Customer onboarding, organized.

No back and forth between Gmail, spreadsheets, and other apps – manage customer onboarding from Drag boards, in Gmail.

Add incoming emails such as onboarding@ or simply add customers manually. Customize boards in your way with kanban or list views, sort & filter, rename, rearrange, or expand columns.

Standardize your onboarding process.

Set milestones, steps, and information required in a standardized way. Have all the information you need to provide the best onboarding experience, from sales to post-sales including email history, customer profile, status, to-dos, deadlines, discussions, notes, links, files. 

Collaborate across teams.

The sales team just landed a new customer? Move it from the sales board to post-sales board for handoff, with all the information already there. Use @mention and comments to add additional context. You can also share information with your customer – boards can be shared across different domains.

Automate repetitive tasks.

Streamline your onboarding process with automations. Auto-assign or auto-tag tasks. Move cards automatically to respective board and columns. Share email templates for consistency across your team. Let Drag send automated email follow-ups so you can focus on what matters.

Work smarter.

Know when someone reads your emails. Use (shareable) email templates with custom fields to send fast emails with a personalized touch. Use due dates and deadlines to never miss important deadlines. Automatically create events and reminders in your agenda with calendar integration. 

Measure your success.

View the performance of your customer onboarding team at a glance. Slice and dice with different reporting for real-time insights. See which contributors are performing the best with leaderboards. 

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