Customer Onboarding enables businesses to smoothly register and manage new customers through a structured digital process. It allows customers to complete self-registration, upload required KYC documents such as GST, PAN, and business registration details. The system includes an admin approval workflow to verify information and ensures proper validation before activation. Once approved, a salesperson can be assigned to the customer for efficient communication and relationship management. This process helps streamline onboarding, maintain compliance, and improve customer management efficiency.
Self customer registration
KYC document upload (GST, PAN, registration)
Admin approval workflow
Salesperson assignment