BigSteps Overview

BigSteps is a powerful client onboarding software designed to streamline the process of welcoming and managing new clients. The platform provides a comprehensive suite of tools to guide clients through the onboarding process, ensuring a smooth and efficient experience. BigSteps enables businesses to automate tasks such as document submission, contract signing, and payment processing, reducing manual effort and accelerating the onboarding timeline. The software includes customizable workflows that can be tailored to suit the needs of different industries, whether for legal, financial, or healthcare services. With its user-friendly interface, BigSteps makes it easy for clients to complete onboarding tasks at their convenience. Additionally, the platform offers reporting tools to help businesses track the progress of client onboarding, identify bottlenecks, and optimize the process for better customer satisfaction and retention.

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Contact Details

  • Vendor Name BigSteps
  • Founded
  • Location United States

Support

    NA


Training

  • NA

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

BigSteps 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

BigSteps Pricing

Pricing Type

  • Pricing Type Flat Rate

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Essential

$30 Per Month

BigSteps FAQs

BigSteps is a powerful client onboarding software designed to streamline the process of welcoming and managing new clients. The platform provides a comprehensive suite of tools to guide clients through the onboarding process, ensuring a smooth and efficient experience. BigSteps enables businesses to automate tasks such as document submission, contract signing, and payment processing, reducing manual effort and accelerating the onboarding timeline. The software includes customizable workflows that can be tailored to suit the needs of different industries, whether for legal, financial, or healthcare services. With its user-friendly interface, BigSteps makes it easy for clients to complete onboarding tasks at their convenience. Additionally, the platform offers reporting tools to help businesses track the progress of client onboarding, identify bottlenecks, and optimize the process for better customer satisfaction and retention.

  • No, BigSteps does not offer a free version.

  • Yes, BigSteps offers a free trial.

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

  • BigSteps offers the following pricing plans & packages:

    Essential

    $30 Per Month

  • BigSteps supports the following payment frequencies:

    • Monthly Subscription

  • No, BigSteps does not offer an API.

  • BigSteps supports the following languages:
    • English

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

  • BigSteps supports the following deployment:
    • Cloud Hosted

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