Onboarding can be a challenge for B2B SaaS companies that need considerable data to bring a new customer onboard. Traditional CRMs are great for tracking your sales funnel but fall short when it comes to implementation.
With engineering already stretched thin, the team is often left to rely on spreadsheets, emails, and attachments to bring on new customers. These tools lead to delays and tasks slipping through the cracks. Ultimately, the experience feels clunky for your users.
Flowdash gives your team the tools they need to track customer onboarding through every stage of the process. Plus, our API makes it easy for your engineering team to push new customers into the pipeline and get notified once onboarding is complete.