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Customer Onboarding
App

Get New Customers Up
and Running Quickly with
a Seamless Onboarding Process

The UniFi platform gives you extensive features for limitless use cases. These features enable you drastically improve your Customer Onboarding process and replace your Customer Onboarding Software.

Not only can UniFi replace your Customer Onboarding Software, but it can also replace all other 3rd party software. Reducing your need to manage multiple disparate systems and helping reduce your costs. It’s one platform to replace them all.

A streamlined onboarding process is essential for reducing customer churn and ensuring a positive customer experience.

UniFi makes it easy to set up new customers for success with an onboarding process that’s tailored to their specific needs. 

With UniFi customer onboarding App, you can easily create and manage customer profiles, set credit limits for the customer and ensure a due diligence process is followed for each customer.

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UniFi can help you perform  checks and controls before you create the customer to ensure legal compliance. 

Once the customer is created, UniFi can then automatically update your CRM, accounting system and any other systems in your organisation. 

With this, UniFi becomes a central point to manage customers. So you can always be sure that the latest information about customers is available to your team in real time. 

UniFi  also ensures the completeness of customer information because it lets you have mandatory fields for users who create a new customer. 

This eliminates the need to chase down missing customer information and speeds up the onboarding process so you can hit the ground running. 

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  • Other Features

Instant Data Extraction from Companies House

Eliminate delays with UniFi’s automatic data integration from Companies House, ensuring that your customer information is accurate and up to date from the very beginning.

Instant System Updates

UniFi doesn’t just extract data; it synchronises updates across all relevant systems in real time. Say goodbye to manual data entry and the need for cross-platform verification – UniFi takes care of it all instantly.

Real-time Financial Alerts

Stay informed with immediate notifications on any changes in customer financials. Whether it’s a shift in credit status or other critical updates, UniFi ensures you have the latest information at your fingertips.

UniFi Bots

UniFi bots are designed to mimic the activities of human users so you can streamline operations, reduce manual tasks, and enhance productivity – all in the background without human input. Bots can imitate and perform routine actions that normally take a chunk of your team’s valuable time.

UniFi currently has 5 bots:
This bot runs in the background. It automates complex, repetitive tasks traditionally performed by humans, reducing errors and freeing up time for more strategic activities.
This bot automates the extraction of data from incoming emails to create purchase invoice transactions, speeding up financial processes and reducing manual data entry
This bot enhances automation by providing AI-driven insights and context recognition, enabling advanced tasks like automatic expense categorisation to streamline accounting processes and minimise human error.
This bot automates routine and time-sensitive tasks by allowing you to set schedules across multiple UniFi apps, ensuring consistent and accurate workflow management.
Integrates seamlessly with external platforms, automating data flow and reducing manual intervention while enhancing accuracy and enabling real-time alerts, such as financial changes with the Companies House connector.

Find out more about our bots here.

The use case, Customer Onboarding, on this page can be completed by a bot. However, it’s important to note that UniFi bots offer incredible flexibility and can be adapted to any use case you can imagine. The below table showcases some of the current ways users are leveraging bots, but these are just a few examples. The possibilities are virtually limitless and constrained only by your creativity!

Bots Use Cases

  • Key Benefits
  • UniFi Supplier Onboarding and Customer Onboarding App enabled a user to save 0.25 days per supplier/customer.
  • Replace your Customer Onboarding software with a platform that has multiple use cases. Saving you time and money
  • Streamlined onboarding process
  • Real-time customer data access
  • Elimination of manual data entry mistakes or delays
  • Legal compliance checks
  • Instant updates to CRM, accounting systems and other systems
  • Mange and automate all onboarding tasks within one system

Other Sales (O2C) Use Cases

If you have a unique requirement or use case that’s not listed on this page, it’s highly likely that it’s creatable or configurable in UniFi, please speak to our team and we’ll be happy to discuss your options

UniFi Features

No-code Application Builder

Business Process Management

Automation

Accounting Automation

Middleware & Integration

Excel Add-in

Work OS

Workflow Creator

Business Intelligence

Pre-installed Foundation Apps

Artificial Intelligence

OCR/Autonomous Data Capture

Autonomous Processes

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