Customer Onboarding Software: Revolutionising Customer Onboarding with PlanetVerify

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

Welcome to the future of customer onboarding. PlanetVerify offers an innovative solution that transforms the way businesses collect, manage, and utilise customer data. In an era where security, compliance, and efficiency are paramount, our software is designed to meet and exceed these needs, particularly in industries overwhelmed by documentation requirements.

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.

Why Choose PlanetVerify for Customer Onboarding?

1 – Streamlined Document Collection:

  • Automate and simplify the process of collecting customer documents.
  • Reduce manual efforts and minimise errors with our advanced automation capabilities.


2 – Unmatched Data Compliance:

  • Stay ahead with GDPR-compliant processes.
  • Ensure your customer’s data is handled with the utmost security and adherence to the latest regulations.


3 – Enhanced Customer Experience:

  • Impress new clients from the outset with a professional, streamlined onboarding process.
  • Provide a frictionless journey for your customers, making a lasting positive impression.


4 – Seamless Integration:

  • Easily incorporate PlanetVerify into your existing systems.
  • Enjoy a user-friendly platform that doesn’t require extensive training or software downloads.


5 – Industry-Leading Security Standards:

  • Trust in a platform that adheres to ISO 27001 security standards.
  • Protect customer data and safeguard your company’s reputation with robust security measures.


Customization and Flexibility – Tailored to Your Business

No two businesses are the same, and your customer onboarding process shouldn’t be either. PlanetVerify offers a customizable and flexible solution that adapts to your unique business needs and industry requirements. Whether you operate in the lettings market, legal sector, or HR solutions, our software is versatile enough to cater to your specific onboarding challenges.


Efficiency and Productivity – A Core Focus

By automating legacy client document collection processes, PlanetVerify enables your company to focus more on core business activities. Our intuitive platform provides real-time visibility into the status of each customer, boosting productivity and enhancing internal collaboration.


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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Frequently Asked Questions

1. What makes PlanetVerify different from other customer onboarding solutions?

PlanetVerify stands out with its focus on GDPR compliance, robust security standards (like ISO 27001), and a user-friendly platform that integrates seamlessly with existing systems. Our local business approach ensures more personalised and scalable solutions, tailored specifically to your industry needs.

2. How does PlanetVerify ensure data security and compliance?

Our software adheres to the highest security standards, including ISO 27001, and is fully GDPR-compliant. We prioritise the protection of customer data through advanced encryption and regular security audits, ensuring your data is handled securely and in compliance with all regulations.

3. Is PlanetVerify suitable for businesses outside of the lettings and legal sectors?

Absolutely! While PlanetVerify is highly beneficial for lettings, legal firms, and HR solutions, it is versatile enough to cater to any industry that requires secure and efficient document collection and customer onboarding.

4. Can PlanetVerify be integrated with existing systems?

Yes, our software is designed to be flexible and customizable, allowing for easy integration with your existing systems. This ensures a seamless transition and enhances your existing workflows without the need for extensive software downloads or complex implementations.

5. What kind of support and training does PlanetVerify offer?

We offer comprehensive support and training to ensure your team can maximise the benefits of our software. This includes kick-off sessions, webinars, and bespoke support tailored to your specific needs and industry.

6. How does PlanetVerify improve customer onboarding efficiency?

By automating the document collection process and centralising customer information, PlanetVerify significantly reduces manual efforts, accelerates the onboarding process, and enhances overall efficiency. This streamlined approach also improves the customer experience.

7. Are there any free trials or demos available?

Yes, we offer a two-week free trial to let you experience the benefits of our software firsthand. Additionally, you can book a demo to see PlanetVerify in action and understand how it can be tailored to your specific business requirements.

8. How does PlanetVerify aid in compliance with GDPR and other regulations?

Our software is built with a strong emphasis on compliance, particularly with GDPR. We ensure that all customer data is collected, stored, and managed in accordance with the latest regulations, providing you with peace of mind and keeping your business compliant.

9. What are the pricing options for PlanetVerify?

Our pricing is competitive and designed to provide value for businesses of all sizes. For specific pricing details and to find a plan that best suits your business needs, please contact our sales team or visit our pricing page.

10. How quickly can my business start using PlanetVerify?

Getting started with PlanetVerify is quick and hassle-free. After a brief kick-off session, you can be up and running on our cloud-based platform, ready to transform your customer onboarding process.