Every new customer, set up the same way, every time.

The problem

Onboarding breaks in the handoffs.

A new customer fills a form, someone copies it into a spreadsheet, another person chases a missing document, and a manager approves over WhatsApp. Each handoff is a place where details are lost and the customer waits.

What we automate

One path from sign-up to first value.

Tikram maps your current onboarding steps, then connects them so information is entered once and moves to the right person automatically.

Intake and documents

Online forms or WhatsApp intake that collect the right details and files the first time, with reminders for anything missing.

Checks and approvals

Automatic checks for completeness, then a clear approval step for the person responsible before anything is activated.

Setup and welcome

Accounts, records, and access created in your systems, followed by welcome messages and next steps sent to the customer.

Visibility

Know where every customer stands.

A simple dashboard shows each onboarding in progress, what it is waiting on, and who owns the next step, so nobody has to ask for a status update.

Frequently asked questions

What is customer onboarding automation?

It connects the steps of setting up a new customer, such as intake forms, document collection, checks, approvals, account setup, and welcome messages, into one workflow that runs the same way every time and shows its status.

Can onboarding run over WhatsApp?

Yes. Tikram can collect details and documents through WhatsApp or a web form, send reminders for anything missing, and pass completed onboardings to your team for approval.

Does automation remove the human check?

No. Tikram keeps an approval step wherever a person needs to decide, such as verifying documents or activating an account. Automation handles the copying, chasing, and reminders.