The Complete Onboarding Process

Below is the onboarding process in CRM. Starting with entering the prospective client into the CRM to Proposals, Client Information Requests, KYC and AML checks, Engagement Letters, Professional Clearance Letters and Creating the Newly Onboarding Client in your Practice Management System.

Click on the image to be taken to the live version. There you will have tools to zoom in and out and look further in depth at our process. 

For more information on onboarding in FibreCRM please email one of the FibreCRM team who will be able to help.