Ten capabilities for B2B SaaS customer onboarding, from closed-won in the CRM to go-live. Each one works on its own, so start where it hurts.
Every onboarding on one screen, from closed-won in the CRM to go-live. Pipeline view, active tasks, off-track alerts.
Customer records out of 20+ source databases and formats into your target system. AI proposes the mapping, your engineers approve.
Feature usage read out of the migration data and linked to your roadmap. See which customers are blocked, by what, and what it costs.
A portal in your branding that leads the customer step by step and lets them check the migration result themselves.
Onboarding, performance, team load and acquisition progress measured out of the box, plus AI, ours or yours, for whatever the standard views do not cover.
Ask the Onboarding Agent in the platform, or connect your own AI through MCP. Anonymised, in your own region, and on the record.
Several acquired source systems through one engine. Every customer sits in one queue, the waves form from the data, and the cutover state stays on file.
Every customer on the standard platform, their differences configured on top, connected to the system you already run.
The migration runs inside your own AWS account and region. Source files, transformation output and batch jobs never leave it.
Hardware keys, data anonymised before any model sees it, processing in your own region, and an audit trail behind every change.
30-minute call. Bring an onboarding you are running today, we show you where the time goes.
We use cookies!
We and our partners need your consent to store and read information on your device (IP address, user ID, browser information). It is used for personalised ads and content, for measuring both, and for insights into audiences and product development. Our partners also process this data for their own purposes. Accept to agree, Decline to refuse. You can change your mind at any time.
