Ascendr Overview

Ascendr is a client onboarding software that helps businesses streamline the process of onboarding new customers, ensuring a smooth and positive experience from start to finish. The platform automates key steps in the onboarding process, such as sending welcome emails, gathering client information, and setting up accounts. It also offers customizable workflows, allowing businesses to tailor the onboarding process to meet their specific needs. With real-time progress tracking and collaboration features, Ascendr helps ensure that all necessary tasks are completed on time. This software is ideal for companies that want to enhance client relationships and reduce the administrative burden associated with onboarding new customers.

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Ascendr Screenshot & Video

Contact Details

  • Vendor Name Ascendr
  • Founded
  • Location United Kingdom

Support

  • Email Email
  • Knowledge Base Knowledge Base

Training

  • In-person In-person
  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation
  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Computer Software, Financial Services, Information Technology & Services

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Ascendr Features

  • Arrow Icon Activity Dashboard
  • Arrow Icon Activity Tracking
  • Arrow Icon Chat/Messaging
  • Arrow Icon Client Management
  • Arrow Icon Client Portal
  • Arrow Icon Collaboration Tools
  • Arrow Icon Communication Management
  • Arrow Icon Data Import/Export
  • Arrow Icon Document Management
  • Arrow Icon Electronic Forms
  • Arrow Icon Email Management
  • Arrow Icon Onboarding
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Surveys & Feedback
  • Arrow Icon Task Management
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Workflow Management
  • Arrow Icon Onboarding
  • Arrow Icon Collaboration Tools
  • Arrow Icon Health Score
  • Arrow Icon Account Alerts
  • Arrow Icon Account Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Revenue Management
  • Arrow Icon Activity Dashboard
  • Arrow Icon Usage Tracking/Analytics
  • Arrow Icon Customer Engagement
  • Arrow Icon Activity Tracking
  • Arrow Icon Task Management
  • Arrow Icon NPS of Customers

Ascendr Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • GBP (£) GBP (£)

Free Trial

  • Free Trial Available

Free Version

  • Yes Yes

Payment Frequency

  • NA

Ascendr FAQs

Ascendr is a client onboarding software that helps businesses streamline the process of onboarding new customers, ensuring a smooth and positive experience from start to finish. The platform automates key steps in the onboarding process, such as sending welcome emails, gathering client information, and setting up accounts. It also offers customizable workflows, allowing businesses to tailor the onboarding process to meet their specific needs. With real-time progress tracking and collaboration features, Ascendr helps ensure that all necessary tasks are completed on time. This software is ideal for companies that want to enhance client relationships and reduce the administrative burden associated with onboarding new customers.

  • Yes, Ascendr offers a free version.

  • Yes, Ascendr offers a free trial.

  • No, Credit Card details are not required for the Ascendr trial.

  • No, Ascendr does not offer an API.

  • Ascendr offers support with the following options:
    • Email , Knowledge Base

  • Ascendr offers training with the following options:
    • In-person , Live Online , Webinar , Documentation , Videos

  • Ascendr supports the following languages:
    • English

  • Following are the typical users of the Ascendr:
    • Self-Employed , Small-Business , Midsize-Business

  • Ascendr supports the following deployment:
    • Cloud Hosted

  • Ascendr supports the following devices and operating systems:
    • Web-Based