Qapita needed a tool to track and measure the performance of their onboarding projects and make the implementation journey more efficient.
- Workflow spread across multiple tools
- No centralized system to track project performance
- Low client engagement
Qapita is a Singapore-based FinTech startup that automates the equity management process for startups, including workflows around CapTables, ESOPs, due diligence, and transactions.
The Qapita team had to constantly switch between multiple tools while onboarding a customer, and having their workflow scattered across multiple tools was challenging.
They didn’t have a centralized system to track key performance metrics around project performance and client engagement.
Visibility into client engagement during onboarding was low, with heavy reliance on email exchanges and phone calls with all stakeholders.
The Qapita team didn’t have an efficient way to ensure every single client enjoyed the same onboarding experience.
Rocketlane's unified solution eliminated the need for multiple tools, allowing Qapita to work on all customer projects from a single platform.
With the visibility that Rocketlane provides, Qapita now has insight into how each of their projects are performing and the progress made. They now know where to focus their attention and resources and it’s helped them communicate timelines to their clients with confidence.
The Customer Portal has simplified client collaboration and engagement. Customers can now stay updated with project progress and communicate in real time with the Qapita team. Automated status updates and task reminders are sent every week to ensure accountability with ease.
Using Rocketlane's templates, Qapita is able to capture all of the repeatable phases, tasks, and documents involved in a project. They have now set up templates for the different types of customers they have – from early-stage startups who are keen to self-onboard immediately to late-stage unicorns that require a detailed plan of attack to migrate complex data onto the platform. This aids in getting projects up and running much faster.
By integrating Rocketlane with Freshsales, Qapita is now able to automate project creation based on sales data flowing in from their CRM. This saves hours for each onboarding manager since customized projects are set up automatically in minutes.
VP – Equity Management Product, Qapita