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
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.
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.