Lata Onboard
Lata Onboard
Simplify onboarding.
Reduce drop-offs.
Make more money.
Simplify onboarding.
Reduce drop-offs.
Make more money.
With Lata, your team can onboard clients faster, reduce delays, and minimize drop-offs.
Centralize client information, manage requests workflows, and deliver exceptional client experiences.
Centralize client information, manage requests workflows, and deliver exceptional client experiences.
Manual onboarding is costing you money.
Manual onboarding is costing you money.
Most CRMs are built for sales teams,
not service businesses.
Endless email chains. Scattered spreadsheets. And confusing processes that frustrate clients and slow everything down. The result? Clients drop off, projects get delayed, and your revenue takes a hit. With Lata, clients get onboarded faster, with less drop-offs.
Endless email chains. Scattered spreadsheets. And confusing processes that frustrate clients and slow everything down. The result? Clients drop off, projects get delayed, and your revenue takes a hit. With Lata, clients get onboarded faster, with less drop-offs.
Guides your client to take action
Guides your client to take action
Guide your clients through a simple, step-by-step onboarding process. Clients complete onboarding faster, with no confusion,
leading to fewer drop-offs and quicker project kickoff.
Centralize every detail about your clients in one place. information, requests, updates, and communications history
Companies, people, deals, or any custom-defined objects
Know where delays happen.
Know where delays happen.
Lata shows you exactly where your clients get stuck,
which steps cause drop-offs? And what’s slowing the process down? Optimize the process to keep things moving.
Lata shows you exactly where your clients get stuck,
which steps cause drop-offs? And what’s slowing the process down? Optimize the process to keep things moving.
Companies, people, deals, or any custom-defined objects
Integrate your current CRM
or use Lata's built-in CRM.
Integrate your current CRM
or use Lata's built-in CRM.
Already have a CRM? Lata integrates with tools like HubSpot and Salesforce so you can use your existing data.
Already have a CRM? Lata integrates with tools like HubSpot and Salesforce so you can use your existing data.
Don’t have a CRM? Use Lata’s built-in CRM to manage your clients without switching between tools.
Don’t have a CRM? Use Lata’s built-in CRM to manage your clients without switching between tools.
Build the process that works for you
Build the process that works for you
Lata flexibility makes it easy to build your exact process, step by step:
Lata flexibility makes it easy to build your exact process, step by step:
Forms
Add forms to gather more details
Files
Share and request files and documents
Approvals
Add approvals for deliverables or milestones
Buttons
Link buttons to continue your onboarding flows
Embeds
Embed resources, like PDFs, Figma links, videos or presentations.
Security
Security
Enterprise-grade security
Enterprise-grade security
Built to comply with industry standards.
Plus, we can meet any security requirements you may have
Built to comply with industry standards. Plus, we can meet any security requirements you may have
TL;DR
TL;DR
The onboarding platform for B2B companies
The onboarding platform for B2B companies