Related Products
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About
Build client-facing onboarding playbooks, share them with your new clients and improve their onboarding experience. Usually, companies have internal onboarding playbooks and clients don’t have enough visibility, which decreases accountability. With Bonder, you can create your onboarding playbook(s) and share unique versions with your different clients. Therefore, they know all the required steps, the owners and deadlines. A sale isn’t complete until your client has experienced your product core value and understands how your product can improve her life or business. Automate your onboarding process with tasks and reminders, ensuring a faster adoption and increasing long-term retention. Hand-offs are generally conflictive. Your company needs to ensure a smooth transition between the Sales and Client Success teams. Simultaneously, the buyer persona from your clients’ company isn’t necessarily the user persona. With Bonder you can determine owners and set automatic reminders.
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About
With our all-in-one solution that combines automated task management and client communication, accounting firms build better client relationships, unblocking workflow to get work done in record time. No more workflows blocked because clients aren’t getting back to you. Client communication in our web and mobile apps (eliminating cluttered email boxes) changes the game. No more complex tech stack. Adopt Client Hub as a one-stop-shop for workflow, client communication, client portal, file sharing, and more. Set jobs to recur. Automatically kick off Client Tasks and automatically remind when overdue. And our favorite, automatically creates Client Tasks from QuickBooks uncategorized transactions. We are designed specifically for cloud accounting and bookkeeping practices — and we are single-mindedly focused on features that drive a frictionless workflow for your needs. Exchange files via mobile or drag-and-drop, organize via client-facing and internal folders for each client.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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Audience
Companies that want a powerful customer onboarding solution
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Audience
Modern Practice Management solution for businesses
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
$32 per user per month
Billed annually
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Company InformationBonder
www.hellobonder.com
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Company InformationClient Hub
Founded: 2017
United States
clienthub.app
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Alternatives |
Alternatives |
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Categories |
Categories |
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Digital Workplace Features
Activity / News Feed
Supported
Calendar Management
Not Supported
Chat / Messaging
Supported
Content Management
Supported
Document Management
Supported
Employee Directory
Not Supported
File Sharing
Supported
Knowledge Management
Not Supported
Surveys & Feedback
Not Supported
Task Management
Supported
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Integrations
Anchor
Not Supported
Google Calendar
Supported
Google Drive
Supported
Intercom
Supported
Notion
Supported
Slack
Supported
WhatsApp
Supported
Zapier
Supported
Zendesk
Supported
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Integrations
Anchor
Supported
Google Calendar
Not Supported
Google Drive
Not Supported
Intercom
Not Supported
Notion
Not Supported
Slack
Not Supported
WhatsApp
Not Supported
Zapier
Not Supported
Zendesk
Not Supported
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