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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.

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies that want a powerful customer onboarding solution

Audience

Modern Practice Management solution for businesses

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$32 per user per month
Billed annually
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Bonder
www.hellobonder.com

Company Information

Client Hub
Founded: 2017
United States
clienthub.app

Alternatives

Alternatives

Onboard

Onboard

Onboard.io
Basil

Basil

CoralTree

Categories

Categories

Digital Workplace Features

Activity / News Feed
Calendar Management
Chat / Messaging
Content Management
Document Management
Employee Directory
File Sharing
Knowledge Management
Surveys & Feedback
Task Management

Integrations

Anchor
Google Calendar
Google Drive
Intercom
Notion
Slack
WhatsApp
Zapier
Zendesk

Integrations

Anchor
Google Calendar
Google Drive
Intercom
Notion
Slack
WhatsApp
Zapier
Zendesk
Claim Bonder and update features and information
Claim Bonder and update features and information
Claim Client Hub and update features and information
Claim Client Hub and update features and information