Create client applications

Ensure that your new customers are notified when they need to complete your customer onboarding checklist.

Visualize list of applications

Visualize your client’s applications at a glance: easily visualize up to 10 applications for a single client and start saving time with managing new customers.

Preview your client’s onboarding records

Get access to a preview of your client onboarding checklist and make sure all the required information you need to collect are listed.

Close or delete client applications

Manage client's onboarding flows from your HubSpot screen. For example, you can effortlessly close client applications once you’ve approved all your client’s items.