Customer onboarding dashboard

If you’re in a regulated industry like finance or freight, you might need to vet partners or customers before you can do business with them. When that’s the case, an onboarding and approval tool is often a better way to manage the approval process rather than using a method prone to human error like a spreadsheet.

With Retool, you can quickly build a new customer activation tool on top of your data and manage your onboarding process without the overhead of building a custom application from scratch.

Book a demo

Industry

Financial ServicesSoftware as a Service

End users

OperationsMarketing and Sales

Components

Table

Button

Text Input

Text

Components

Build from a handful of drag-and-drop components

Text provide context so that your team is clear about the discounts and offers they are approving.

Date Range Picker filter results by a date range to narrow results or to view offers that are expiring soon.

Text Input when connected to your user database, a text input field can be used to search for an applicant by any indexed data point (e.g., name, domain, company, email).

Button refresh results from filters and submit deal information to a platform like Stripe.

Table displays a table of deal applicants that can be sorted and filtered using the search text inputs.

Multi Select filter results by more than one factor such as application status and progress.

Data source

To explore and update your customer and partner applications, you’ll need to connect to a data source. In this example, we used a simple Google Sheet as a datasource but this tool could be built on top of many data sources. See Retool integrations here.

1. Create resource

2. Read data

3. Connect data with UI

Related use cases

What you can build with Retool

Customer notification system

Send helpful notifications to customers at just the right moments.

Know Your Customer (KYC) user explorer

Build a KYC user explorer and move new customers through the KYC compliance process faster than ever.

Discount approval tool

Build a tool to validate, approve, and keep track of discounts and offer redemptions.

From startups to Fortune 500s, the world's most effective teams use Retool to build custom business software. Our customers

Pedro Franceschi

Co-founder and CTO at Brex

Retool is incredible. It's been a critical for our ops from the start, and is the reason we’re able to scale so quickly. And the on-prem version with access controls & audit logs makes it easy to meet our compliance requirements.

Try Retool today

Start building an internal tool or customer portal in under 10 minutes

Schedule a demo