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OnboardMe + GreatSoft
Clients and groups sync with GreatSoft, accepted services become tasks, and engagement fees flow into GreatSoft billing.
What syncs
What moves between OnboardMe and GreatSoft.
Clients ⇄ both ways
Clients and groups kept in sync both ways. Contacts, staff and offices pulled in.
Jobs → to GreatSoft
Tasks created from your standard task catalogue for each accepted service.
Invoices → to GreatSoft
Engagement fees synced into GreatSoft billing.
How it works
How OnboardMe works with GreatSoft.
Step 1
Connect GreatSoft
Enter your URL and sign in. Clients, staff and the task catalogue come across.
Step 2
Map services to tasks
Link proposal services to standard tasks and map your tax rates.
Step 3
Client accepts
Tasks and fees are created in GreatSoft automatically.
Setup
Getting connected
Connect by signing in to GreatSoft from OnboardMe.
- Choose the default client group for new clients.
- Map tax rates so fees land correctly.
- Fees go to GreatSoft when it’s your billing system.
Related
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Two-way client sync, and jobs created the moment a proposal is accepted.
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