Customized Just for You
No matter how complex or simple your onboarding process is, you can build it in CrowdSync.
Send emails automatically
Collect information via online forms
Request document uploads
Request payments
Schedule time on your calendar
Hold people until you advance them
Add Customers Easily
Share a link to your workflow, add people manually, or add programmatically via a webhook.
Infinitely flexible and incredibly easy to use.
No More Micromanaging Your Onboarding
You'll see everything at a glance. No need to check to ensure people have completed certain steps or track down documents. Everything visible, in one place.
Organize People Like a Pro
Add notes and tags to people to organize people in your process and easily communicate with your team about participants.
