How Qapita sets up their onboarding projects in 15 minutes using automation on Rocketlane

About Qapita

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 Challenge

•  Team constantly switched between multiple tools while onboarding customers

•  No centralized system to track key performance metrics

•  Low visibility into client engagement; heavy reliance on emails and calls

•  No efficient way to ensure consistent onboarding experience

What Qapita needed:

•  Help measure team performance and client satisfaction during onboarding

•  Allow teams and customers to see onboarding progress and key project milestones

•  Make the implementation journey more efficient and predictable

The Solution

•  Unified platform eliminated need for multiple tools

•  Provided visibility into project performance and progress

•  Customer Portal simplified collaboration with real-time communication

•  Templates captured repeatable phases, tasks, and documents

•  Freshsales integration automated project creation from CRM data

The Impact

•  Average CSAT score of 4.7

•  Enhanced visibility into project performance

•  Simplified client collaboration

•  Projects that would take hours to a few days to prepare now take no more than 15 minutes to be ready

"With Rocketlane, our clients are now able to give us real-time feedback. We are pleased to see the average CSAT score of 4.7 since going live with Rocketlane, with several clients appreciating the transparency that the new onboarding experience offers. Projects that would take hours to a few days to prepare now take no more than 15 minutes to be ready." — Qapita