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By Leadsie
How would you rate your experience with Leadsie?
Workflows
10 reviewers of Leadsie have provided feedback on this feature.
Provide customizable workflows for onboarding activities and tasks.
Templates
Include templates for onboarding project plans and documents.
Checklists
Generate checklists to monitor the prograss of onboarding projects.
Monitoring
Track tasks, project, and dependencies using timeline views or GANTT charts.
Resources
Allocate resources to tasks and projects, and track their costs.
Content
Manage onboarding documents, training materials, and other content.
Tasks
Assign and track onboarding tasks to internal and external stakeholders.
Optimization
Identify trends and analysis that can be used to optimize onboarding.
Portal
Based on 10 Leadsie reviews.
Provider a portal for customers and external users to collaborate and share documents.
Engagement
Include features to keep customers engaged such as internal communications.
Branding
Create white-label portals by customer, product, or project.
Visibility
Provide multiple levels of visibility accrosss all onboarding stages.
Collaboration
Allow internal and external users to collaborate without loging into the system.
