Does this sound familiar?
Clients don’t know what’s next, and ask constantly
Internal handovers between Sales, Onboarding, and Success are chaotic
Manual follow-ups waste time and delay activation
No standardized steps – each onboarding looks different
We Have the Solution!
We Have the Solution!
Client Portal with Guided Steps
Your customers know exactly what’s next – with clear responsibilities and deadlines.
Backoffice for Central Control
Your team tracks every onboarding, handles escalations, and manages timelines.
Automation via Smart Triggers
Emails, task changes, and status updates – triggered automatically to reduce busywork.
Scalable from Day One
Whether 10 or 10,000 onboardings – our system keeps your process smooth and visible.
Benefits
Faster and more consistent onboarding
Less coordination effort and fewer emails
Better customer experience through transparency
Real-time visibility into every onboarding’s progress
Magicline, the European market leader in gym software, faced similar challenges and was able to achieve the following results by working with Micromerce:
Micromerce has helped us speed up our customers onboarding by up to 50% and significantly increase data migration quality.
Konstantin Wolkowa
COO - Sport Alliance GmbH
Some Features of the Client Onboarding Management Solution
Seamless Team Collaboration
Faster Time-to-Value
Insightful Analytics
Seamless Integrations
Self-Service for Customers
Modular Setup
Less Manual Work
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.
7000+ completed
data and process migrations
Data and process experts with various industry experience
FAQs
Yes – you can configure templates, phases, and tasks to match your current process. You don’t need to reinvent it, just streamline it.
The Client Portal is for your customers or partners to track tasks and progress. The Backoffice is your internal view – managing timelines, assignments, and automation.
No – the platform is built for onboarding and operations teams. You can launch and manage workflows without technical support.
You define rules and templates once. Tasks, notifications, and handovers are then triggered automatically based on status or time events.
Most teams are live in 2–4 weeks. We support you with setup and rollout to fit your onboarding structure.
Yes – the system is designed to scale. You get full visibility across all ongoing onboardings with centralized tracking.
