Nurture leads & onboard new customers

Client onboarding software for service businesses

Turn complex, multi-step onboarding processes into a seamless experience with ManyRequests' integrated client onboarding software.

Centralize all your customer onboarding with  professional client portal software

ManyRequests helps you craft a welcoming space for your clients, combining all the necessary tools they (and you) need to get work done.

Make client onboarding a genuinely fun workflow

ManyRequests transforms back-and-forth emails into a unified software experience that customers can interact and engage in.

Personalized client portals and inline chats

increase your recurring revenue

Automated client onboarding workflows

manage invoicing with ease

Direct integration with your favorite apps

monitor your invoicing and financials

Give your customers the power to self-serve and save time on tedious recurring tasks

As a service business, your time is your most prized asset. ManyRequests helps you make the most of it with self-serve capabilities and reporting.

Customizable checkout and intake forms

increase your recurring revenue

Service catalogs and sign-up pages

manage invoicing with ease

Time tracking and customer reporting

monitor your invoicing and financials

See why agencies like yours love ManyRequest's customer onboarding software

Our customers report higher client satisfaction and retention rates, reduced time spent on administrative tasks, and increased profit margins.

Testimonials

Loved by Design, Video, and Website Agencies

Trevor Pare

DarkRoast

"We've been using ManyRequests for several years for our design agency. The software is robust and our team and clients love it too. The ManyRequests team often ships new features as well. Highly recommended!"

Benjamin Williams

55Knots

"We have been using ManyRequests for about a year, they are the backbone of our business. We can manage clients, team, payments, timelines, projects. The best thing about ManyRequests is that we have everything in one place and that they continuously keep improving the product."

Luis Camacho

GetAds

"Before ManyRequests what I was trying to build out was very complicated. ManyRequests simplified the workflow of our ad design service. Our customers can now easily request various ad creatives. We now have everything in one place: Request forms, communication, and it saves us and our clients a ton of time."

Randall Griffis

Doozoo

"Our team and clients love ManyRequests. Awesome solution, and great support as well!"

Isaac Morey

ContentCucumber

"We've done over 25,000 content writing requests on the ManyRequests platform. The team has been really open to feature requests, and the software has run flawlessly for our company for several years."

Luka Mlakar

Flowout

"We run Webflow agency with 30+ contractors through ManyRequests. The software is modern, easy to use, and packed with features to handle client requests, track time, and manage client subscriptions. Our team absolutely loves it and we highly recommend it!"

Alexandra Adams

"We’ve been around for over 7 years, we do thousands of designs for thousands of clients every single month. We have researched hundreds of other software options and there is no other software that allows us to operate a graphic design service at scale, like ManyRequests does."

Carsten Pleiser

DesignBuffs

"I cannot say how happy I am with Robin, Gabriel and the team. Before switching to ManyRequests we used a bunch of tools and it cost us so much time to maintain them. Super happy with the client experience and the team really understands the need of creative agencies."

Spencer Moser

Bridgewood Creative

"Great product. Super easy to use. Awesome support."

Tomer Rahavy

Sparkle by Madgicx

"We manage a team of roughly 100 designers through ManyRequests and have been using it the software for over three years. We've been able to get the business in a completely different place in terms of revenue and clients. Our favorite thing about ManyRequests is the Zapier integration."

William Griffiths

Hatchly

"We've been using ManyRequests for almost 4 years for our UK-based subscription design service. We really like how our clients can invite their team members and easily request more designs."

Andy Dao

Flowspark

We run our Webflow agency entirely through ManyRequests. We love how easy it is to use for our clients and the new features released regularly by the team.

Matt Sims

Flowguys

"ManyRequests has helped us streamline our Webflow agency workflow here at Flowguys. It's simple to use, clients love it, and our team loves it too!"

Anthony Puttee

Fusemate

"ManyRequests not only saved us the costs of developing a whole solution for ourselves, but it’s a very smooth solution for clients to log in and communicate on specific tasks, everything is organized, and even the smaller admin tasks that normally fall on project managers such as invoices, adding services, and booking calls with our team can be all be accessed by the client themselves in a self-serve manner."

Dave Swift

ClientAmp

"This software really improved how I run my Wordpress agency. It's well designed, packed with features, and the support is top notch."

Get started

Get started with ManyRequests today

Try ManyRequests free for 14 days—you'll have access to every feature. Cancel any time.

  • Create a branded portal for your agency
  • Simplify payments with checkout forms & automated invoicing
  • Manage all your clients & requests in one place

Frequently asked questions

Why is customer onboarding important?

Customer onboarding is crucial because it sets the tone for the entire customer relationship with your agency. A smooth onboarding process can significantly enhance the client experience, making them feel valued and understood from the outset. This gives your agency a marketing and sales advantage.

What does customer onboarding software do?

Customer onboarding software automates and manages the process of integrating new clients into an agency's workflow, ensuring they have all the necessary tools and information to start their journey. ManyRequests facilitates this by helping you create checkout forms, manage design projects and client communications in one place, and automate the assignment of client requests to team members.

Which tools are used for customer onboarding?

For customer onboarding, software like ManyRequests offers a variety of tools designed to streamline and enhance the process for design and creative agencies. These include: Customizable checkout forms: Create checkout forms with options for trials, upsells, and coupons. Service catalogs: Showcase your offerings in a structured and attractive manner, making it easy for clients to understand what's available. Client portals: Clients are welcomed in a portal that reflects the agency's brand, where they can make requests, track project progress, and communicate directly with the team. Integrated communication: Direct messaging and feedback features. Automations and integrations: Connecting with other tools like Zapier to automate workflows, making the onboarding process more efficient.