OnBoarding Funnel

Discover Onboarding Funnel

OnBoarding Funnel is the digital onboarding cloud platform that transforms sales in the utility sector and reduces the cost-to-acquire by simplifying operational processes and customer acquisition on any channel.

OnBoarding Funnel help utilities to:


Increase Customer Centricity

OnBoarding Funnel  breaks the barrier between sellers and customers, making it easy to close a deal in minutes instead of days.

It’s the magic of Assisted-Web: it can be used in both inbound and outbound activities, transforms call centre operators into commercial assistants, suggests the most suitable operations and reduces contractual data collection time by 50% compared to traditional teleselling. During the phone call, the customer receives via email or text a convenient link to the summary page of the proposal and though it can directly modify any inaccuracies or request assistance. The real-time generation of the envelope, the OTP digital signature and the uploading of mobile-first attachments allow the digital closure of the contract in a few minutes instead of days, eliminating the vocal order. 


Centralize channels and partners’ work

OnBoarding Funnel helps companies achieve more thanks to partner coordination, team performance measurement, non-conformities resolution and reduction of operating costs with attention to compliance and accountability.

OnBoarding Funnel centralizes acquisition channels, internal teams and partners on a single modular software platform, configurable and easily integrated into the company application map. Inbound/outbound call centres, agents and agencies, internal salespeople: they all work on OnBoarding Funnel. Contracts, attachments, processes are aligned in real-time, maximizing operational efficiency and facilitating performance monitoring.


It makes onboarding smooth and effective

OnBoarding Funnel makes onboarding processes smooth and effective regardless of customer channel. Onboarding becomes easy for the company and pleasant for the user, enhancing the experience and making it unique thanks to the AWS signed cloud.

Thanks to its versatility, OnBoarding Funnel allows companies to manage onboarding in a fluid, effective and memorable way, regardless of the channel used by the customer, simplifying the process of adopting the products or services offered and providing a pleasant and smooth experience for users.
OnBoarding Funnel optimizes initial interactions, guiding users through the key stages of onboarding in an intuitive and personalized way: this saves the company time and resources and allows them to create a unique and engaging experience for customers, who will feel valued and supported from the very beginning of their contact with the company.

Are you a manager in the utility sector?

Discover the advantages of OnBoarding Funnel

Request your free demo and start empowering your customer onboarding operations today regardless of the channel with the power of AI and the AWS cloud.

The smart onboarding software with many innovative tools for utilities

OnBoarding Funnel

Digital contracts for all users

70% digital subscription for domestic and small business customers with different signing methods and integrated DTM platform on board

100% compliance & accountability

Standard procedures on collection channels with powerful workflow engine, event tracking and KPI monitoring

Super efficient sales back office

Internal and external teams coordinated in real time, agile integration with third-party applications from CRM to SII, cost-to-acquire reduction up to 20%

Real-time interaction with customers

Texts and email reach customers in real-time and transform sales operators into incredible commercial assistants even on the inbound channel

Join the companies that use OnBoarding Funnel:


Success stories

andrea tugnoli
OnBoarding Funnel has allowed us to transform the collection through direct and indirect channels to reach an outstanding over 70% of digitally closed contracts. We have made operational processes more effective by simplifying the commercial back office and the collaboration with our partners more fluid, obtaining enormous advantages in terms of compliance, accountability and reduction of cost-to-acquire.
Andrea Tugnoli
Head of Operations @ ACEL Energie
fabio scamporrino
The implementation of OnBoarding Funnel is the result of a project that comes from afar. It allowed us to support the objectives of our business, managing the impacts on the application map with reference times and costs. The results obtained allow us to look forward to the upcoming challenges in terms of end-to-end automation.
Fabio Scamporrino
IT Manager @ Acsm-Agam SpA
capuzzo nicolo
As a startup we needed to start quickly the acquisition of contracts on indirect channels and OnBoarding Funnel was the ideal choice to do so. Today it facilitates us in our customer onboarding processes by making collaboration with our partners truly effective and allowing us to focus on growing our business.
Nicolò Capuzzo
CEO & Co-Founder @ The Family Srl


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