Client onboarding software for service businesses
Turn complex, multi-step onboarding processes into a seamless experience with ManyRequests' integrated client onboarding software.
Centralize all your customer onboarding with professional client portal software
ManyRequests helps you craft a welcoming space for your clients, combining all the necessary tools they (and you) need to get work done.
Make client onboarding a genuinely fun workflow
ManyRequests transforms back-and-forth emails into a unified software experience that customers can interact and engage in.
Personalized client portals and inline chats
Automated client onboarding workflows
Direct integration with your favorite apps
Give your customers the power to self-serve and save time on tedious recurring tasks
As a service business, your time is your most prized asset. ManyRequests helps you make the most of it with self-serve capabilities and reporting.
Customizable checkout and intake forms
Service catalogs and sign-up pages
Time tracking and customer reporting
See why agencies like yours love ManyRequest's customer onboarding software
Our customers report higher client satisfaction and retention rates, reduced time spent on administrative tasks, and increased profit margins.
Loved by design and website agencies
Trevor Pare
DarkRoast
Benjamin Williams
55Knots
Luis Camacho
GetAds
Randall Griffis
Doozoo
Isaac Morey
ContentCucumber
Luka Mlakar
Flowout
Alexandra Adams
Carsten Pleiser
DesignBuffs
Spencer Moser
Bridgewood Creative
Tomer Rahavy
Sparkle by Madgicx
William Griffiths
Hatchly
Andy Dao
Flowspark
Matt Sims
Flowguys
Anthony Puttee
Fusemate
Dave Swift
ClientAmp
Turn your customers into raving fans with ManyRequests
From a dedicated portal to personalized forms and reporting, ManyRequests helps you turn customers into advocates.
Frequently asked questions
Customer onboarding is crucial because it sets the tone for the entire customer relationship with your agency. A smooth onboarding process can significantly enhance the client experience, making them feel valued and understood from the outset. This gives your agency a marketing and sales advantage.
Customer onboarding software automates and manages the process of integrating new clients into an agency's workflow, ensuring they have all the necessary tools and information to start their journey. ManyRequests facilitates this by helping you create checkout forms, manage design projects and client communications in one place, and automate the assignment of client requests to team members.
For customer onboarding, software like ManyRequests offers a variety of tools designed to streamline and enhance the process for design and creative agencies. These include: Customizable checkout forms: Create checkout forms with options for trials, upsells, and coupons. Service catalogs: Showcase your offerings in a structured and attractive manner, making it easy for clients to understand what's available. Client portals: Clients are welcomed in a portal that reflects the agency's brand, where they can make requests, track project progress, and communicate directly with the team. Integrated communication: Direct messaging and feedback features. Automations and integrations: Connecting with other tools like Zapier to automate workflows, making the onboarding process more efficient.