Custom Software for Fast, Scalable Onboarding Solutions
How We Onboarded 300+ Sales Agents in One Month Using the Effortless.One Platform
At our Florida-based software company, we combine the speed of pre-built foundations with the flexibility of custom development. This project is a prime example. Using our in-house Effortless.One platform, we delivered a fully functional onboarding system in just 7 days, helping our client onboard over 300 sales agents in the first month.
Built in 7 Days on Effortless.One
Built in 7 Days on Effortless.One
Effortless.One is our low-code, high-flexibility platform designed to launch complex business tools fast — without sacrificing customization. For this client, it gave us a massive head start, allowing us to:
- Fast Delivery
- Develop, test, and launch in under a week
- Fully Customizable
- Customize every screen, role, and workflow
- Built for Scale
- Focus on security, integrations, and UX
Secure Onboarding with Built-In Validation
We designed the onboarding flow to handle sensitive user data securely. Built-in validations ensured complete and accurate entries, while Effortless.One’s storage layer ensured compliance from day one.
In-App Contract Signing & W9 E-Signature
- W9 Digital Signatures
- Easily collect W9 forms with secure digital signatures
- Custom Agent Agreements
- Generate and manage tailored agreements for each sales agent
- Secure Document Access & Tracking
- Control access and monitor engagement with important documents
Onboarding Pipeline Reporting & Analytics
- Status Tracking for All Agents
- Monitor onboarding progress across your entire sales team in real-time
- Drop-Off & Bottleneck Detection
- Identify where agents get stuck and improve conversion rates
- Time-to-Onboard Analytics
- Analyze and optimize how long it takes to fully onboard new agents
Legacy System Integration with 2FA Handling
We securely integrated a legacy platform — including handling two-factor authentication — to pull historical sales data into the new system’s reports.
Multilevel Permissions: Owner to Agent
- Owners
- High-level insights and control over onboarding operations
- Back-Office Staff
- Manage documents, statuses, and internal workflows efficiently
- Regional Managers
- Oversee onboarding progress across locations or teams
- Sales Agents
- Simple, guided onboarding experience with full transparency
Ongoing Enhancements
- AI Chatbots for Onboarding Support
- Offer instant answers and guided help for new agents using AI chat
- Built-in Ticketing System
- Track and resolve agent issues with an integrated support flow
- Monthly Roadmap Reviews & Feature Releases
- Stay ahead with regular updates tailored to your needs
Want Results Like These?
We help fast-scaling businesses replace outdated tools with custom systems tailored to their exact needs. If you're looking for custom onboarding software, reporting tools, or integrations with legacy systems, let’s talk.
Book a Free Discovery Call