Automate customer onboarding with email sequences, tasks, and health checks. This tool streamlines the onboarding process, ensuring new users feel welcomed and supported, making it ideal for businesses looking to enhance customer experience.
The Customer Onboarding Flow automates the onboarding process for new customers by sending welcome emails, assigning setup tasks, tracking milestones, and monitoring health scores. This tool helps businesses improve customer retention and satisfaction by providing a structured onboarding experience.
Use for quarterly strategic planning with data-driven insights and recommendations.
Major rewrite with improved accuracy
Major rewrite with improved accuracy — see release notes for details.
3/18/2026
Strong recommendation
I've recommended this to three other teams already. Everyone loves it.
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Best in class
We evaluated 5 alternatives. This one won on features, accuracy, and ease of use.
Enterprise-ready
Been using this across our 500-person org. Scales well and the admin controls are solid.
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