👁
One screen, every customer
Lanes by phase, MRR per cell. Your team sees what your customer sees: the same status, without parallel email threads.
10,000+
onboardings live across customer solutions
2,500+
studios onboarded in a single rollout
200+
migration engineering projects
Built forSelf-service to white-glove — single location to thousands
01Benefits
Why teams love it
What you get out of the box. No premium tier.
⚡
Blockers raised, not buried
Active tasks with SLA timers flag onboardings as 'off-track' before customers churn. Stuck items route to the right owner, not the wrong inbox.
🤝
Closed-Won → live, continuous
The deal closes in your CRM and the onboarding project launches on its own. No handoff by email, no name pasted into a welcome template.
02Mechanics
How it works
From signal to outcome in four explicit steps, with no hidden hand-offs.
Deal closes → project launches
On 'Closed Won' in your CRM (e.g. Salesforce), customer data flows in and configured rules assign the flow plus the right agent (AE, CSM, TSM, IT contact). Override manually when needed. A magic link to the customer portal goes out in seconds.
Flow defines stages and tasks
Assigning a flow auto-generates the stages and tasks for the right owners at the right time. Defined once, followed by every onboarding, with per-customer overrides where you need them.
System holds everyone accountable
Everyone involved, on your side or the customer's, gets notified when a task lands on them and reminded if they don't act. Half-time and overdue triggers escalate automatically; stuck items surface as off-track before they hurt the timeline.
Onboarder shifts from doing to supervising
Alongside the single-onboarding view you always see the full pipeline of all active onboardings. The onboarder moves out of manual execution into a supervising role while the system keeps the steps moving.
03Capabilities
What's inside
Every headline backed by a concrete workflow. Screenshots show what your team will actually use.
Capability 01
Every onboarding on one screen
Lanes by phase, with counts and MRR in every cell. One view shows where each onboarding sits, what is stuck, and what the waiting costs you.
Capability 02
Describe the flow, AI builds it
Write what the onboarding should do in plain language. AI turns it into stages, tasks and owners. One flow per segment: Enterprise, SMB, M&A. Every change lands in the audit log.
Want to see this on your own data?
20-minute call. Show us your source, we walk you through the mapping. No deck.
Capability 03
Only what needs you, right now
Off-track tasks, overdue items and stuck accounts go to whoever owns them. No digging through dashboards. The work that matters comes to you.
Capability 04
See trouble before it escalates
Health scores per account, automatic warnings when an onboarding starts slipping. You catch the slowdown before the customer flags it.
Capability 05
Data migration runs itself
From source upload to a live test instance in one automated step inside the flow. Your onboarders run it end to end, without an engineering ticket.
04Use cases
Situations we keep seeing
Anonymised from our customer base. See whether one of them is yours.
SMB SaaS: 200 onboardings, one CSM
Scenario
Hundreds of small-business onboardings per quarter, each one low-touch but still expecting a responsive partner. One CSM can't babysit 200 accounts; spreadsheets and Slack threads break at scale.
Outcome
Self-driving flow + customer portal own the standard path end-to-end. Supervisor steps in only when health drops. Onboarder shifts from doing to supervising.
Fitness industry: 2,500+ studios on one screen
Scenario
2,500+ studio onboardings across multiple brands and geos — equipment setup, member migration, staff training per studio. Spreadsheet tracking impossible at this volume.
Outcome
One pipeline view across all studios, per-segment flow (single location vs. chain), proactive escalation when a studio slips. A studio that goes quiet shows up on the board instead of in a status call.
PE-PortCo: hundreds of customers, one target system
Scenario
After an acquisition, hundreds of customers must move from source systems into one target system. Customer complexity varies wildly, SLAs differ per contract, sales-side handoff doesn't scale.
Outcome
Multi-lane pipeline (Enterprise / SMB / M&A) with per-segment flow plus iterative customer-by-customer migration. One screen for the whole rollout. Audit-trail built in.
05What we replace
Replacing what?
The three most common alternatives our customers come from.
Asana / Monday / JiraNot needed for onboarding itself. If your team keeps them for engineering or roadmap work, we sync the data so both stay current.
Spreadsheets + emailWorks for 5 onboardings, breaks at 50. No audit trail, no escalation, no shared truth with the customer.
In-house buildStarts simple, scales into a rabbit hole. Once customer data is in play, audit trail and compliance aren't optional.
06Across the platform
Pairs well with
Other parts of the platform you'll use alongside this.
Frequently asked
Yes. Define as many flows as you need, though we recommend keeping the count low and handling variation through optional modules. Per-customer overrides stay explicit and audit-logged, without breaking the template.
Off-track triggers are yours to define: a missed SLA on a stage, no customer action within X days on a key task, low progress at a given milestone. The system raises the onboarding as off-track and routes it to the right owner, before the customer gives up.
Yes, that is the customer portal. Task visibility is role-based: the customer sees only what they need to do; the IT partner sees their tasks; your team sees everything. One shared truth, no parallel email threads.
A deal marked 'Closed Won' fires a webhook into Micromerce. The onboarding project is created with the right flow and the right CSM or TSM assigned, and a magic link goes to the customer. CRM stays the source of truth for the deal; Micromerce owns the onboarding state. No manual paste-from-email handoff.
Yes. Half-time pings, overdue alerts and auto-engagement attempts on stalled tasks run by default. You configure how aggressive the cadence is per task type. Stuck items only land in your supervisor view after auto-engagement has run.
Every flow change, every per-customer override, every task action and customer reply is captured as an immutable event (timestamped, signed). Export per onboarding or per account for compliance reviews. No 'who did what when' debates.
Ready to see it on your data?
20-minute call. Show us your source, we show you the mapping. No deck required.