Onboarding
Bring every new client, hire and vendor on the same way, every time.
Guided onboarding journeys with the right questions, steps for each person involved, file requests and reminders, and the answers written straight into your records.
- Templates by industry
- Steps by role with reminders
- Questions that show when needed
- Files accepted or sent back
- Answers applied to the record
Why it matters
A new client means a spreadsheet of questions, emails chasing logins and contracts, and someone retyping the answers into five places. Half the details arrive in someone's inbox and never reach the record. New hires and vendors go through their own version of the same mess, and every person does it slightly differently, so things get missed.
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Faster starts
Clients answer once, in their portal, and the work starts with everything you need.
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Nothing retyped
Answers become contacts, locations, documents and system records with a receipt for each change.
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The same standard every time
Every journey follows the same template, so nothing depends on who happened to run it.
How it works
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Pick a template
Choose one for IT clients, staff joining or leaving, or your industry, or build your own.
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Start a journey
Pick the company and the template. Steps go to the right people, with deadlines and reminders.
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Everyone does their part
The client works in their portal, your team in CRM-NG or on the phone, each told when a step is waiting.
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Review and apply
The last step shows what the answers will change; apply them and each change is recorded.
What Onboarding does
Service businesses that bring on clients, staff, contractors and vendors and want it done the same way every time.
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Templates by industry
Ready-made journeys for IT clients, law firms, accounting, medical and dental, construction, real estate, retail, manufacturing, nonprofits and more.
- Customer, employee, contractor and vendor templates
- Copy one or build your own
- Versioned, so running journeys never change under you
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Steps by role
Each step belongs to a role, such as the client contact, a technician, the account manager, HR or finance, and opens when the one before is done.
- Deadlines and reminders
- Reassign any step
- Each person told when it is their turn
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Questions that fit
Text, dates, choices, yes/no, tables with a row per location or contact, files, and links to real staff, clients and companies.
- Show a question only when an earlier answer calls for it
- A short explanation under every question
- Links pick the real record, not a typed name
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File requests
Ask for contracts, IDs, network diagrams or certificates and accept or send each one back with a note.
- Camera uploads from the phone
- Accepted files filed in the client's Vault
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Answers applied with receipts
The review step applies answers to the company, its contacts, locations and documentation, and records each change.
- See exactly what came from onboarding
- Nothing applied until someone reviews it
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Automated starts
Ready-made workflows start onboarding when a lead becomes a client and offboarding when a client leaves.
- Kick-off and 30-day check-in tasks
- Notes on the record as the client finishes steps
Who it is for
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An IT provider / MSP
Collects sites, contacts, systems and access in one journey, then files it all in the client's documentation.
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A professional-services firm
Engagement letters, IDs and intake questions gathered before the first meeting.
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A trades or field business
Site details, access instructions and equipment lists before the first visit.
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Any growing team
New hires get the same first-week steps, with IT, HR and their manager each doing their part.
Works with the rest of CRM-NG
- Documentation Vault
Accepted documents and system records are filed in the client's Vault.
- Web Integration & Portals
Clients complete their steps in the client portal.
- Workflow
Workflows start journeys and react when steps and journeys finish.
- CRM
Answers update the company, its contacts and locations.
Needs Documentation Vault.
Questions
Can clients fill it in themselves?
Yes. Steps for the client open in their portal, and they are told when one is waiting.
What if a template changes while a journey is running?
Running journeys stay on the version they started with; new journeys use the new version.
Can we use it for new staff?
Yes. Employee, contractor and vendor templates work the same way as client ones.
Is anything changed without us checking?
No. Answers are applied only from the review step, and each change is recorded.
Does it work on a phone?
Yes. Staff can work steps, take photos for file requests and review journeys on the phone.
See Onboarding running on your own data.
Every module runs on CRM-NextGen Cloud: we set it up and run it for you. Beta members get the first invites and hear pricing first.