Case Study: Qapita streamlines onboarding in 15 minutes with Rocketlane

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

Qapita, a Singapore-based FinTech startup that automates equity management for startups, needed a better way to run customer onboarding. The team was juggling multiple tools, had no centralized system for tracking project performance or client engagement, and relied heavily on emails and calls, making onboarding less efficient and less consistent.

With Rocketlane, Qapita used customizable templates, automated project creation, and the Customer Portal to unify onboarding in one platform. Rocketlane helped Qapita cut project setup time from hours or days to just 15 minutes, save 45 minutes per project setup, and achieve an average CSAT score of 4.7, while also improving visibility, client collaboration, and onboarding consistency.

Qapita