Can customer onboarding be digitized across departments using Zoho?
Absolutely. Zoho supports seamless customer onboarding workflows across sales, support, and finance:
Zoho CRM:
Trigger onboarding tasks when a deal is marked “Won”.
Zoho Projects:
Auto-create an onboarding project with predefined milestones and task owners.
Zoho Desk + Creator:
Set up ticket-based support or use a Creator form to collect onboarding documents.
Zoho Books / Flow:
Create customer records, auto-generate invoices or contracts, and notify stakeholders.
Example:
When a CRM deal closes, Zoho Flow initiates a project in Projects, sends a welcome email via Campaigns, and creates a client record in Books.
This creates a consistent, cross-functional onboarding experience.
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