Best Client Onboarding Software
January 31, 2019
Best Client Onboarding Software
Score 8 out of 10
Vetted Review
Verified User
Overall Satisfaction with TaskRay
TaskRay is a great option for companies looking to add structure and process to their client onboarding process. Before TaskRay we were using all kinds of siloed spreadsheets and forms for our client onboarding. Since using TaskRay, we have added visibility to the entire process for both our company and the client.
- Onboarding Templates
- Scheduling Onboarding tasks and assignments to client and employees
- Creating project logs so that everyone knows what is being worked on
- The setup proved to be a little more difficult than expected
- I'd love to see an easier to use project management tool within the system
- TaskRay will provide a huge ROI for client onboarding and client satisfaction
- TaskRay will have a large impact on your company if you have workers that are disorganized
In our comparison, TaskRay was the most robust client care and onboarding tool. It had a lot of different features and advantages that we are excited to take advantage of.