Keep Clients Healthy After the Sale Onboarded
Track live clients post-sale — implementation status, AMC renewals, revenue, and account health — so retention never gets forgotten.
Live in days, not quarters.
Configure
Set up Onboarded with your workflows, pipeline stages, and user roles in minutes.
Integrate
Connect other TrustEdge modules and third-party tools — email, WhatsApp, and your ERP.
Go live
Start selling with full training, data import support, and ongoing assistance from our team.
Everything Onboarded puts in your reps' hands.
Implementation Status Tracking
Streamline your sales workflow with built-in implementation status tracking — purpose-built for B2B teams.
AMC / Renewal Expiry Alerts
Streamline your sales workflow with built-in amc / renewal expiry alerts — purpose-built for B2B teams.
Account Revenue Tracking
Streamline your sales workflow with built-in account revenue tracking — purpose-built for B2B teams.
Client Health Monitoring
Streamline your sales workflow with built-in client health monitoring — purpose-built for B2B teams.
Post-sale Task Management
Streamline your sales workflow with built-in post-sale task management — purpose-built for B2B teams.
Renewal & Upsell Pipeline
Streamline your sales workflow with built-in renewal & upsell pipeline — purpose-built for B2B teams.
Every stage of the deal, covered.
Onboarded Client Management feeds straight into your pipeline — no exports, no re-keying.
“Managing prospects, partners, and live clients in one place — with full history — means nothing falls through the cracks during handoffs anymore.”
Plays nicely with every other module.
Onboarded Client Management shares one data layer with the rest of TrustEdge — no connectors required.
Questions, answered.
TrustEdge's Onboarded Client Management is built for modern B2B sales teams with multi-tenant project isolation, role-based access, and a fully integrated CRM — so leads, quotes, communication, and reporting all live in one place.
Most teams are live within 1-2 weeks depending on team size. TrustEdge's team handles data import, pipeline configuration, user training, and go-live support.
Yes. TrustEdge connects to Gmail and Outlook, WhatsApp, your ERP, and 5,000+ apps via Zapier webhooks — plus inbound lead webhooks from Meta and your website forms.
Yes, comprehensive onboarding and remote training are included for all sales reps and managers. TrustEdge also provides ongoing support after go-live.
Related modules.
Ready to put Onboarded to work?
Book a free demo and see how Onboarded Client Management transforms your sales operations.