Opeux Onboard
Guide new customers through checklists, tasks, files and next steps.
For small businesses tired of chasing new customers for details.
One Opeux account — start with Onboard, add more tools later.
app.opeux.com — demo workspace
Demo Customer Ltd — onboarding
✓Welcome pack signed
✓Site access details collected
Risk assessment uploaded
Kick-off call booked
Sample Opeux Onboard — customer checklist. Demo data — no real customer information shown.
The problem
- ✕New customers ask the same questions every time
- ✕Onboarding details get lost in email threads
- ✕Nobody knows what's outstanding
- ✕Welcome experience feels disorganised
What you get
- ✓Simple onboarding checklists
- ✓Public link for each customer
- ✓Track progress at a glance
- ✓Collect text responses without email
- ✓Welcome and completion messages
- ✓Activity timeline per customer
- ✓Link onboarding to existing leads, quotes or invoices