Customer Onboarding Software

With PlanetVerify, you can onboard new customers in an automated, secure, and data compliant manner.

PlanetVerify is a customer onboarding software solution that enables companies to collect documents and information from new customers in a simple, secure, and compliant way. Users can manage all customer documents and information from a central onboarding portal that provides instant visibility into the status of each customer. Companies across a range of industries use PlanetVerify to accelerate and secure their customer onboarding process — saving time, reducing security risk, and meeting data compliance requirements.

What is Customer Onboarding Software?

Customer onboarding software is software that facilitates the delivery of services sold by the company. Customer onboarding is the all-important first step in the customer journey – and companies only get one chance to make a first impression. Depending on which industry your company operates in, there may be a number of different activities involved in customer onboarding, but, in general, there are a few key customer onboarding activities that companies should execute really well.

  • Communications – a welcome email is generally included in customer onboarding that may include information on the steps involved in the onboarding process and any actions required by the new customer.
  • Document Collection – for many companies, new customers are required to submit a range of documents and information as part of their onboarding. From the company side, a set of documents might also have to be shared with any new customer.
  • Knowledgebase – developing a helpful library of information that will answer customer FAQs is an important part of onboarding and will save internal teams hours that would otherwise be spent communicating with customers on a time-consuming one-to-one basis.


Benefits of Customer Onboarding Software

Investing in the right customer onboarding platform can bring many benefits to your business, they include:

  • Making a great first impression with new customers. The best-in-class onboarding solutions will help you to communicate with new customers in a highly professional, on-brand, and on-schedule manner. New customers do not expect or want to receive ad-hoc emails and phone calls looking for documents or information.
  • Providing internal teams with visibility into the onboarding process. Onboarding tools can provide teams with real time visibility into the status of each customer onboard and what stage they are at in the process.
  • Boost productivity. Users can automate time-consuming manual tasks throughout the customer onboarding process.
  • Drive collaboration. Onboarding tools can help to facilitate collaboration between internal teams.

Customer Onboarding Software Considerations

Depending which industry you operate in, there may be some specific customer onboarding software customizations you require, but, in general, there are a number of considerations to keep in mind as you weigh up the various solutions on offer.

  • Implementation: It is important to consider what kind of implementation process is involved in any customer onboarding software solution you are considering. Ideally, you should focus on solutions that are quick to implement and do not require any extensive software downloads. Keep in mind time-to-value as a key metric – a metric that may ultimately decide whether or not a newly launched internal system is considered a success or not.
  • Usability: An important question to ask yourself is – how user-friendly is the customer onboarding tool and does it require extensive training for internal teams? If a new system is not user-friendly, then there is a good chance it will fail in terms of adoption.
  • Customer Experience: Analyze the customer experience and how any customer onboarding solution can improve it. At the very least you should be able to communicate with new customers in an on-brand, highly professional, and scalable manner.  
  • Data Compliance: It is important to keep in mind the evolving regulations around customer personal data. Consider ways your customer onboarding process adheres to regulations like GDPR and how any onboarding systems can help you achieve full data compliance.  
  • Security: As you weigh up different customer onboarding solutions you should be clear on which security standards each solution adheres to. Remember it is customer data that is at risk and a security mishap can badly affect the reputation of your company. Look towards solutions that meet industry gold-standards such as ISO 27001.


With over 120,000 users, PlanetVerify is used by companies from many different industries to collect and manage sensitive customer documents and information during the onboarding process.  

Customer Onboarding Software - Key Features

There are a number of key features to look out for in customer onboarding software solutions.

  • Automated Document Collection: Leading solutions provide companies with a way to automate the new customer document collection process – saving hours of time.
  • Data Compliance: Data compliance is an increasingly important part of customer onboarding. As regulations such as GDPR continue to impact the way organizations manage customer data – it is important to look towards software solutions that help you manage these requirements.
  • Workflow Management: Workflow functionality is one of the most important features to consider. Ultimately, you want a solution that will help you onboard customers faster. Prioritize solutions that can help you automate and streamline your internal processes – the ideal state is a solution that allows you to put time-consuming tasks and legacy workflows on autopilot.

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