Good morning, Pavan.
Here’s what’s happening with your client onboarding today.
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Active clients
08
Onboarding this month
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Revenue collected
—
Pending actions
Client onboarding journey
View all journeys →closed
verified
signed
uploaded
granted
started
Overall completion
This month⌄Active onboarding
Track every client from payment to project start.
| Client | Package | Project manager | Stage | Progress | Started |
|---|---|---|---|---|---|
| Loading live onboarding… | |||||
All clients
Manage client profiles, owners, packages and onboarding status.
Loading client records…
| Client | Industry | Contact | Owner | Status | Action |
|---|---|---|---|---|---|
| Loading clients… | |||||
Select a client
Open a client from Client Management to view onboarding.
Onboarding checklist
0%Platform access
Click status to updateRecent activity
Live timelineBusiness questionnaire
DraftAll modules
Everything you need to move a new client from “yes” to project kickoff.
Projects & tasks
Automatically created projects and assigned team work.
9
Active projects
34
Open tasks
7
Due this week
82%
On-time completion
Team workload
View calendarInvoices & payments
Generate GST invoices, collect payments and track dues.
₹2.84L
Collected this month
₹68K
Pending
₹12K
Overdue
94%
Collection rate
Recent invoices
Download reportContracts & e-signatures
Prepare, send and securely track client agreements.
31
Total contracts
25
Signed
5
Awaiting signature
1
Expired
Signature tracking
Clients can read terms, accept the agreement, draw or type their signature, and receive a signed PDF. Each record stores the signing date, IP address and browser details.
Reports
Monitor onboarding, revenue and team delivery.
Onboarding performance
Last 6 monthsKey metrics
Workspace settings
Company, branding, team and agreement configuration.