1
Build the form or request
Choose the fields you need and keep the questions focused on the information users can provide quickly.
All features
Feature guide
Use Client Onboarding with confidence
Enterprise inquiry form (public) and post-payment profile completion banner for CRM subscribers.
How to use Client Onboarding
Start with the record or workflow you already use, then follow these steps to keep the work clear and connected.
2
Share it with the right audience
Send the link, place it on the website, or use it during onboarding so details come in cleanly.
3
Review each submission
Check the submitted information inside etellu and connect it to the right customer or lead.
4
Turn details into action
Assign next steps, update records, and follow up without retyping the same information.
Where it helps
Client Onboarding helps users keep daily CRM work in one reliable place, with fewer handoffs and less duplicate entry.
Best next step
Open the related record, update the details, and use the saved activity to guide the next message, task, booking, report, or payment action.
Ready to use Client Onboarding?
Sign in and continue from the customer, lead, task, report, or billing area connected to your work.
