Customer onboarding solutions!

Mark Johnson
Mark Johnson Member Posts: 1 VERIFIED MEMBER
edited July 2022 in Sales CRM #1

I've recently joined a SaaS payments business and inherited Pipedrive as a CRM. Very impressed so far and have begun to invest more and more time building to automate as much as possible. I've recently added Docusign which we will be testing this week. One area we're exploring is the ability to onboard customers using a tool that is integrated with Pipedrive. Does anyone have any experience of this or have any suggestions?


  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,072 PIPEDRIVE TEAM
    First Anniversary 5 Likes 5 LOLs First Answer
    edited February 2021 #2

    @Boris Tsibelman any suggestions?

  • Boris Tsibelman
    Boris Tsibelman Member Posts: 841 VERIFIED MEMBER
    5 Likes First Anniversary First Answer Combo Breaker
    edited February 2021 #3

    Hey Mark, 

    It really depends on what your onboarding process looks like


    Are you looking at it in terms of sending emails? 

    Regarding Documents - Check out PandaDoc, its much better integrated into Pipedrive.

    Feel free to reach out if you have any questions or want to schedule a call [boris@axisconsulting;io]

  • Julia Wester_34171
    Julia Wester_34171 Member Posts: 9 VERIFIED MEMBER
    First Comment
    edited March 2021 #4

    Yes, I'm curious as well. Are you talking about walk me type onboarding tutorials in app or are you talking about normal CRM type activities?

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