Parallel enables you to streamline back-office onboarding, by utilizing seamless document management, secure client portals, and defined workflows. You have all you need with this tool to simplify back-office onboardings and expand your client or customer base. Create dynamic checklists from scratch or start with customizable templates for procedures like KYC regulations, NDAs, and SEPA standards.

You may still add your own form fields and create conditional decision steps using visual, no-code text blocks even while utilizing templates. All the necessary documentation and an introductory email are included in templates, making it simple to submit papers to your client. Inside automatically generated client portals that use two-factor authentication to secure them, clients can sign documents using integrated signature providers.

Parallel Lifetime Deal Features Overview:

  • Signatories are guided through the entire procedure, which also allows them to pause without losing their progress by using the “save for later” option.
  • You can download and save everything as a PDF file or ZIP folder once the documents have been fully executed. No more sorting through client files, renaming them, or looking them up!
  • Clients can post notes within the site to reject changes or ask inquiries, doing away with the need for endless emails back and forth
  • To keep everything organized in one location for your teams, you can even include internal notes
  • Stop chasing your clients for documents and information! You can set up an automated timetable in this tool to send reminders to clients that take a while to respond.
  • It provides adaptable internal collaboration capabilities that monitor progress to assist your back-office personnel work more efficiently
  • Create an automated process that, whenever a project begins or a stage is finished, allocates tasks to particular team members
  • Your teams may access thousands of apps by utilizing the platform’s API or Zapier connection to build even more reliable workflows
  • Manage onboarding with pre-made NDAs, SEPA requirements, legal paperwork, and more in a safe client portal
  • Contractbook, Juro, and FileInvite alternative tool
  • Create established processes for back-office operations and connect with Zapier to gain access to a crucial resource
  • Those in the real estate, sales, and customer service industries who want to automate onboarding and back-office chores could use this.
  • Unlimited contacts and templates
  • PDF output
  • Automatic recollections
  • Activity Journal
  • Unique logo
  • Forward protection
  • Secure storage
  • HTTPS connection
  • Implementing Zapier
  • Massive petitions
  • Specific subdomain
  • Access to API
  • Teams
  • Reporting

Parallel Appsumo Price

 

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