Client Onboarding
The perfect first impression, automated.
- In every plan
- Connected to every other room
Stop letting new clients fall through the cracks. UNOBITS Onboarding standardizes your "Day One" experience with automated checklists, welcome portals, and seamless hand-offs.
What this looks like on a normal day.
Built for real work — not more tabs
UNOBITS keeps client onboarding connected to your projects, clients, and communication so your team works in one place.
- Onboarding Templates: Repeatable success for every new account
- Automated Welcome Portals: Give clients their own secure workspace instantly
- Task Triggers: Automatically assign team members the moment a deal is won
Connected to the rest of your OS
Link client onboarding directly to CRM records, project tasks, files, and automations so context never gets lost.
- Cross‑link anything (clients ↔ tasks ↔ conversations)
- Permissions & roles keep data clean
- Search across the entire workspace
Who leans on client onboarding most.
People running it alone
Nothing to configure, nothing to integrate. It works the day you open it.
Teams who keep missing each other
One place everyone can see, so nobody has to ask what happened.
Businesses with clients waiting
Files, updates and invoices your clients can reach without another login you pay for.
You never use this room alone
Everything here is joined to the rest of the workspace, so nothing has to be copied anywhere. And Donna is standing in this room with you — ask her to do the work in it and she will, then tell you what changed.
Have someone walk you through it