Which XIntelliSync plan includes Automated Customer Onboarding?

Automated Customer Onboarding is available on the Starter plan ($97/mo AUD) and all higher tiers. It is included in the Starter plan — the most accessible entry point.

How does Automated Customer Onboarding save time for Australian businesses?

Automated Customer Onboarding runs automatically 24/7, saving an estimated 2+ hrs/week per week. That's 104 hours per year returned to higher-value work.

Can Automated Customer Onboarding replace manual crm automation tasks?

Yes. Automated Customer Onboarding is designed to automate the manual crm automation tasks that consume time without building your business. It integrates with your existing data and runs without prompting.

What data does Automated Customer Onboarding need to work?

Automated Customer Onboarding reads from Your contact, lead, and deal records, Your email and calendar integrations (for context only — the agent never sends on your behalf without consent), Your customer health and engagement signals. All reads are scoped to your business. The agent never exports your data to third parties.

Which Australian industries benefit most from Automated Customer Onboarding?

Automated Customer Onboarding is used most actively by Professional Services, Real Estate, Digital & Tech operators. Each has a different reason to run this agent — Client relationships, referral tracking, account expansion.

/CRM Automation

CRM AutomationStarter — $97/moActive 24/7

Automated Customer Onboarding

Agent #18 of 150

Automated Customer Onboarding — handled before you ask.

Send welcome sequences, setup guides, and collect required information

What It Handles

Runs automatically 24/7 without manual input

Integrates with your existing business data

Flags exceptions for your review

Logs all actions for audit and compliance

How Automated Customer Onboarding works in your business

Watches your contact, lead, and deal records for the signal you defined.

Triggers when the signal appears — a new lead, a stage change, a dormant account, a renewal window. Acts within the policy you configured. Logs every interaction to the customer record so the history is defensible.

Before Automated Customer Onboarding. After Automated Customer Onboarding.

Before

You chase cold leads by memory, miss follow-up windows, and lose deals to silence you did not notice.

After

The agent sees the silence and acts within the policy you set. You handle the humans; the agent handles the chasing.

What Automated Customer Onboarding reads

·Your contact, lead, and deal records
·Your email and calendar integrations (for context only — the agent never sends on your behalf without consent)
·Your customer health and engagement signals

What Automated Customer Onboarding produces

·Logged activities in your CRM with timestamp and agent attribution
·Ranked leads with confidence scores and reasoning
·Suggested next actions routed to your sales queue

Where Automated Customer Onboarding fits

50 agents on Starter. The foundations — the tasks that should not cost you time.

2+ hrs/week

Time Saved

per week, on average

24/7

Runs

no prompts needed

Starter

Tier

from $97/mo AUD

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Stop doing this manually.

2+ hrs/week saved per week. Starter plan. First month 50% off.