Customer Onboarding.
From first call to signed agreement — without the spreadsheet tangle.
Numyl Customer Onboarding takes a prospect through every step of becoming a customer: the first conversation, the quote, the financing, the agreement, and the first payment — all in one place, without the chain of spreadsheets, PDFs, and follow-up emails most teams cobble together.
It's built for service businesses that win deals over a phone call or a site visit, not a self-service signup. If your sales process involves a quote, a contract, and a deposit before you can deliver, this is for you.
Four stages, one flow.
Capture
A clean lead form your reps fill in on a phone or laptop. Contact, site or property, and the customer's situation. No required fields you don't actually need.
Quote & finance
Build a quote from your catalog. If financing matters, the customer applies right inside the flow — approval comes back without leaving the page. One bundled quote, one approval.
Sign & pay
Digital signature on the agreement, secure card or ACH on file, deposit collected if you take one. Card data never touches your systems.
Activate
The signed customer is handed off to your operations stack — install calendar, work-order system, or whatever you already use. No re-keying, no missed details.
The pieces, in one box.
The pieces every service business stitches together themselves — in one place, ready to use.
Catalog quoting
Line items, taxes, terms, and discounts from a configurable product catalog.
Financing in-flow
Customers apply for financing without leaving the quote screen. Pre-approval comes back inline.
E-signature
Legally-binding digital signing on agreements, addenda, and amendments.
Tokenized payments
PCI-compliant card and ACH on file. PAN data never lives in your systems.
Pre-fulfillment verification
Optional video walkthrough, photo upload, or survey step before activation.
Mobile-ready
Field reps run the entire flow from a phone — capture, quote, sign, collect.
Multi-tenant from day one
Separate brands, locations, or franchisees on a single platform.
Handoff to operations
Connectors to install scheduling and provisioning systems, so the work order flows automatically.
Service businesses with a real sales process: HVAC, security and life-safety, home services, professional services, anything where a deal closes through a quote and a signature. Especially good for teams of 5–50 reps tired of the seven-tab quote-and-sign dance.