Offer Generator
More conversions, less effort
Manage the entire customer lifecycle from one place. The world’s first onboarding CRM.
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What can Offer Generator do for your sales team?
35%
Increase in
conversions
conversions
30%
Reduction in time
to revenue
to revenue
60%
Decrease in
processing costs
processing costs
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Create, design and send custom offers in minutes
- Create customizable offers based on your selected criteria.
- White label your customer forms and contracts with drag and drop design capabilities.
- Use the fully customizable email builder to design and send your offer to customers.
Control all your deals from prospect to customer in one platform
- Have complete visibility of your deals, historical interactions, progress and actions needed to complete.
- Customise your personal dashboard to fit your working style with unlimited segmentation and display options.
- Integrate your data with your choice of CRM with our open API capabilities.
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Never waste time chasing clients again with automated triggers
- Set up custom triggers to automate customer engagement and internal comms.
- Avoid any contract amendments as the contract auto generates as the customer completes your form.
- Ensure final-step conversion with integrated digital signing.
Integration
API integration with any of your favorite apps and tools
OnBoard provides integrations and frameworks to connect your workflows and sync data with your existing tools.
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