Client onboarding tool for agencies that need speed and control

Fentyr is an onboarding software agency teams use to automate client onboarding end-to-end: one branded link, structured intake, file collection, contract, and payment.

Build your first automated onboarding flow in minutes, then reuse it across every new client.

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Why teams switch to a dedicated client onboarding tool

Generic project tools and CRM workflows often break during kickoff: missing assets, unclear scope, and delayed approvals. A dedicated client onboarding tool reduces this chaos by making every step explicit and trackable for both your team and your client.

With Fentyr, you can automate client onboarding without forcing a complete stack migration. Keep your existing systems where they work, and run onboarding inside one consistent, branded experience.

How Fentyr helps automate client onboarding

One branded portal link for each client project
Structured brief and intake forms in sequence
Centralized file uploads (no scattered attachments)
Contract-ready data and Stripe payment flow
AI drafts to speed up proposals and kickoff docs

Built for agencies and freelancers

If you are searching for onboarding software agency teams can scale with, Fentyr gives you repeatable flows and visibility across projects. If you are a freelancer, you get the same structure with less admin overhead and a more premium client experience.

Compare plans on pricing, test the free brief generator, or estimate your admin cost with the time calculator.

Frequently asked questions

What is a client onboarding tool?: A client onboarding tool standardizes how clients move from signed deal to active project. It centralizes intake, files, approvals, contracts, and payment so teams stop relying on scattered email threads.
Is Fentyr onboarding software for agencies only?: No. Fentyr is built for agencies and freelancers. Agency teams use it to scale repeatable onboarding, while solo operators use it to look premium and save admin time.
How does Fentyr automate client onboarding?: You send one branded link. The client fills the brief, uploads files, signs the contract, and pays via Stripe. Your team tracks progress and uses AI-assisted drafts to move faster.
Can I use Fentyr if I already have a CRM?: Yes. Many teams keep their CRM or invoicing stack and use Fentyr as the onboarding automation layer so kickoff quality improves without replacing every internal tool.

Ready to automate client onboarding?

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