Client Onboarding
4 plugins tagged with client-onboarding
Clustdoc Client portal
Provide a fully branded onboarding portal to easily collect new client documents, contracts and information through your WordPress website.
10 5K+
NR Brief Builder
Smart client brief builder for freelancers and agencies. Drop a multi-step brief form anywhere with one shortcode.
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FD3 Custom Support Videos
A client training video library inside the WordPress dashboard, with role-based access, progress tracking, and video requests.
— 113
ClientCopy Portal
Collect website content from your clients through one private link, approve each item, and write it straight into your pages.
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