Do you wish there were a way out of the onboarding paper work problem? Then here is Parallel for you! It is your reliable solution when it comes to automating back-office tasks involving a secure client portal as well as templated documents plus flexible workflows.

Make it easy to grow your business, optimize interaction with clients, and benefit from reminders that come automatically, integrations of signatures, and collaboration tools that work fast. You have the opportunity to expand without suffering this time around. Obtain Parallel for life without restrictions today!

What does Parallel offer?

The first paragraph talks about the ability to automate client onboarding by paying a single fee at Parallel. This functionality is achieved through a secure client portal, as well as templated documents, automated reminders, and integrated signatures enabling back-office tasks to be simplified.

The platform facilitates productive teamwork, expandable responses, and possibilities for making the workflow fit one’s needs help businesses to develop smoothly.

Overview of Parallel

Why choose Parallel?

  1. Document Management:  Use software to help bring a new employee onto your company using a protected portal that also contains document templates such as non-disclosure agreements (NDAs), Single Euro Payments Area (SEPA) forms, or other necessary legal documentation.
  2. Workflow Automation:  Establish uniform ways of handling back-end duties and coupling them with the Zapier system for important tool usage.
  3. Templates and Customization:  Develop tailor-made models for operations like know-your-customer protocol requisites, non-disclosure agreements, and single euro payments area injunctions. Include blank spaces for text with predetermined conditions and virtual text blocks that do not require programming.
  4. Document Generator:  Add form fields and conditional steps with dynamic text blocks without coding.
  5. Client Portal:  Users are guided through every step using secured client portals, which enable them to sign documents employing incorporated signature providers.
  6. Collaboration Tools:  Teams can track their progress, put aside notes, or order internal ones with the help of internal collaboration tools.
  7. Automated Reminders:  Set up automated pop-up messages for clients that have taken their time to give a response which means that you will not have to call each one of them personally.
  8. API and Zapier Integration:  Utilize the API or Zapier integration of the platform in order to reach numerous applications for the reinvention of the processes at hand.

Deal Terms & Conditions

  • Lifetime access to Parallel.
  • All future Pro Plan updates are included.
  • License activation within 60 days of purchase.
  • Ability to upgrade or downgrade between 4 license tiers.
  • Applicable only for new Parallel users without existing accounts.
  • 60-day money-back guarantee.

The Tool is Best for

  • Customer support
  • Real estate
  • Sales managers