You won over a new customer? Congratulations! Now you want to keep the momentum going and onboard them as soon as possible. Stop sending 100s of emails with links to separate tools all over the place.

Use Checkmarks, the all-in-one customer onboarding tool, directly from within monday.com.

Onboarding can be messy—contracts to sign, documents to download, forms to fill out, tasks to complete. It’s much easier when everything is in one place. With Checkmarks, customers can access everything they need through a single link, keeping the process simple and organized.

Your team can track the progress of an onboarding plan and collaborate with customers seamlessly. No more scattered email threads—manage everything from within monday.com, ensuring that everyone stays aligned and informed.

Repetitive tasks slow you down. Automate your workflow from the start by triggering notifications, updating statuses, and sending reminders automatically. This ensures consistency, reduces manual effort, and creates a smooth onboarding experience for both your team and your customers.