How to streamline SaaS customer onboarding with pre-built templates and automated workflows

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Projetly’s Customer Onboarding simplifies SaaS onboarding and professional service delivery with 30+ pre-built templates, intuitive project and task management, health scores, customer portals, and automated reminders. Designed for customer success and onboarding teams, it helps streamline collaboration and ensure smooth, on-time delivery. Get better visibility, reduce chaos, and onboard customers the smart way — with Projetly.

SaaSCustomer OnboardingTask ManagementClient PortalCustomer PortalProfessional ServicesCustomer SuccessWorkflow AutomationProject ManagementAI Tools

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What to expect from an ideal product

1. Use ready-made onboarding templates from a library of 30+ options instead of creating workflows from scratch every time
2. Set up automatic reminders and notifications so customers never miss important steps or deadlines during their onboarding journey
3. Track customer progress with built-in health scores that show you exactly where each client stands and if they're at risk of dropping off
4. Give customers their own portal where they can see tasks, updates, and communicate directly without endless email chains
5. Organize all onboarding tasks and projects in one place so your team can collaborate better and nothing falls through the cracks