More conversions, less effort
Manage the entire customer lifecycle from one place. The world’s first onboarding CRM.
What can Offer Generator do for your sales team?
conversions
to revenue
processing costs
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.
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.
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.
“OnBoard and MVSI has made an enormous difference to our business. Our onboarding process has never been as efficient, and we onboard clients 5-7 times faster than we have prior to using MVSI. Having the verifications team at MVSI assist our customers in AML compliance makes it painless for customers, and ensures we meet the requirements of KYC law for every account.”
“Venue Smart have been using OnBoard for KYC, AML, and credit checks for several years. Venue Smart is a franchise network and MVSI help to ensure a great deal of consistency across the onboarding of our merchants. Each application is seen to promptly and should there be any further clarification our team requires MVSI provide a detailed response."
