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Client Onboarding Management for B2B Companies

Streamline onboarding. Minimize effort: One system. Full visibility. Zero busywork.

Less manual effort. More control. One system to run, track, and automate your entire client or partner onboarding process.

Data Migration Plattform Dashboard

Does this sound familiar?

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Clients don’t know what’s next, and ask constantly

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Internal handovers between Sales, Onboarding, and Success are chaotic

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Manual follow-ups waste time and delay activation

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No standardized steps – each onboarding looks different

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We Have the Solution!

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We Have the Solution!

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Client Portal with Guided Steps

Your customers know exactly what’s next – with clear responsibilities and deadlines.

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Backoffice for Central Control

Your team tracks every onboarding, handles escalations, and manages timelines.

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Automation via Smart Triggers

Emails, task changes, and status updates – triggered automatically to reduce busywork.

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Scalable from Day One

Whether 10 or 10,000 onboardings – our system keeps your process smooth and visible.

Benefits

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Faster and more consistent onboarding

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Less coordination effort and fewer emails

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Better customer experience through transparency

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Real-time visibility into every onboarding’s progress

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Magicline brand logo

Magicline, the European market leader in gym software, faced similar challenges and was able to achieve the following results by working with Micromerce:

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Micromerce has helped us speed up our customers onboarding by up to 50% and significantly increase data migration quality.

Konstantin Wolkowa

Konstantin Wolkowa

COO - Sport Alliance GmbH

Some Features of the Client Onboarding Management Solution

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Seamless Team Collaboration

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Faster Time-to-Value

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Insightful Analytics

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Seamless Integrations

Icon Project planning

Self-Service for Customers

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Modular Setup

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Less Manual Work

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Optimal integration and flexibility

Seamless integration of your systems

All our solutions can be integrated into various existing systems on the market. In this way we can adapt our solution to all your needs.

DATEV
DATEV
Salesforce
Salesforce
Productboard
Productboard
Slack
Slack
Asana
Asana
Google Analytics
Google Analytics
Tableau
Tableau
Google Ads
Google Ads
Pandadoc
Pandadoc
GitHub
GitHub
Bitbucket
Bitbucket
Jira
Jira
MS Excel
MS Excel
AWS CodeBuild
AWS CodeBuild
AWS CloudWatch
AWS CloudWatch
AWS Lambda
AWS Lambda
Discover all our integrations here

7000+ completed
data and process migrations

Data and process experts with various industry experience

FAQs

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