Step into the modern world with
Workflow Automation
In today’s fast-paced business environment, there’s no time for lengthy,
cumbersome onboarding processes.
We’re trusted by many companies
SERVICES
Workflow Automation
As a competitive business, you cannot afford to be bogged down by manual processes, repetitive tasks, or cumbersome operations.
That’s where the power of FastDox’s workflow automation and triggers comes into play.
We understand the significance of optimising business operations, and our solutions are designed to bring a paradigm shift in how your organisation functions.
Efficiency
Say goodbye to lengthy manual processes. Our digital onboarding can reduce the time it takes to onboard a client by more than 50%.
This enables teams and management to focus on strategy and growth rather than paperwork and data entry.
Accuracy
With AI based automated systems, the chance for human error is significantly minimised.
Data is carefully stored and categorised in secure digital repositories, ensuring consistent and accurate information across the board.
Engagement
Digital onboarding is designed to be interactive and engaging.
Through custom-tailored onboarding apps or software, new hires or clients can engage with company culture and policies in a more meaningful way.
Compliance
Staying compliant is easier than ever.
With digital records and automated workflow systems, it becomes simple to audit and maintain records, ensuring that your organisation is always in line with regional and industry-specific regulations.
WHY CHOOSE FASTDOX?
Key Features & Benefits
At FastDox, our all-in-one suite of solutions is designed to facilitate this transformation seamlessly.
With a customer base that spans the globe and offices in the UK and Canada, we are committed to helping companies redefine what is possible.
Whether you want to trigger different self-serve onboarding journeys at different times of the day, automate re-engagement with clients, trigger reminders, schedule appointments, complete KYC or automate annual reviews.
By adopting these systems, you are taking a significant step toward a more efficient, effective, and competitive business model.
Enhanced Efficiency
Automating repetitive tasks frees up your employees to focus on more complex, value-added activities.
This, in turn, can lead to increased productivity and a more efficient use of resources.
Greater Accuracy
Automated workflows are devoid of human error, ensuring that tasks are performed with a higher degree of accuracy.
This is especially vital in processes that involve data entry, calculations, and compliance checks.
Real-Time Monitoring And Analytics
Automated workflows come with the advantage of real-time tracking.
You can monitor the progress of tasks, measure performance metrics, and derive actionable insights for continuous improvement.
Enhanced Customer Experience
Automated customer service workflows triggered by specific customer actions lead to faster, more personalised service.
For example, an automated welcome email can be triggered the moment a new customer signs up.
The type of message and/or self-serve journey can adjust depending on the time of day, if a lead lands in the client management system out of hours it may be sent down a different journey than if it appeared during core working hours.
Faster Decision Making
With the elimination of manual bottlenecks and instant data availability, decisions can be made instantly, keeping projects and tasks moving at an optimal speed.
Business Scalability
As your business grows, workflow automation and triggers can easily be scaled to meet increasing demands without requiring a proportional increase in manpower or resources.
Improved Collaboration & Communication
Workflow automation enables better communication between departments or teams by standardising the procedures and making information readily available.
This fosters a more collaborative work environment.
Digital Onboarding. Try it for yourself.
Sectors We Serve
FastDox.
An all-in-one platform.
Our all-in-one platform combines the power of 20 products into one customisable and brandable system.
We have helped businesses consolidate multiple cumbersome existing individual products into one centralised and succinct solution whilst streamlining processes, improving efficiency, reducing costs, and increasing conversions.
How does it work?
We're trusted by 100's of companies to
accelerate their business growth
1
Book a live
demonstration
Speak with one of our team and understand why FastDox is right for you and your business.
2
We’ll start the
onboarding
process
We’ll start building out
your software to your exacting specifications.
3
Move your new software
to a live environment
You’ll start benefiting straight away from our advanced CRM software.
Integration options to move
your data between web apps
- Use our API or powerful webhooks to link FastDox with many popular tools and services
- Receive leads directly from lead providers
- Connect seamlessly with 3,000+ external web apps and automate workflows between them with our Zapier integration
- Integrate with your external calendars
Other companies have already made the
switch to FastDox, why not join them?
FastDox is helping teams just like yours to manage
their leads and close more deals.
Just request a demo to get started.
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