Quickboarding is a No-Code Onboarding platform that supports businesses in their customer lifecycle management through digital experience processes. It collects, stores, processes and distributes content during the customer lifecycle, eliminating manual data entry and validation, improving quality and ensuring consistency with existing policies and regulations.
With the world rapidly moving towards digital, Quickboarding robust and agile platform help fintechs meet current and future regulatory challenges, as well as assessing customer risk, by embedding best practice rules, workflow and trusted data across the client life cycle.
Quickboarding No-Code platform provide client an ability to keep experimenting and evolving with the changing market and customer needs.
Quickboarding can help in streamlining the client onboarding process, to scale business more cost effectively while significantly reducing operating costs.
Pipedrive is the easy-to-use, #1 user-rated CRM tool. Get more qualified leads and grow your business. Sign up for a 14-day free trial.
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Pipedrive has made our business much more efficient in following up deals. Keep track of deals, meetings, mails and phone calls all in one place. We can quickly follow up on offers and used Pipedrive's automations and API to integrate our Vizito trials directly into Pipedrive.
It offers the most flexibility while maintaining an easy-to-use interface and their support is superb!
Keep up the great work!
All alternatives are good but we prefer Pipedrive because of its great customization and most fit for company/business development.
Based on our record, Pipedrive seems to be more popular. It has been mentiond 2 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
I feel like Microsoft could offer a more robust CRM than what's present with 'Contacts' under Outlook, and pretty easily. Something like Pipedrive... I mean it could syncronize all the datapoints that local Microsoft programs already have access to: mail, contacts, projects, teams, and LinkedIn. Source: over 1 year ago
Pipedrive → our CRM for tracking leads, tasks, conversations, and deals. We chose Pipedrive because it does a good job of providing an intuitive and relatively simple CRM while still having enough features to track our sales conversations. Pricing is accessible. Source: over 2 years ago
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