Operational workflows
Client and vendor onboarding software across systems
Track client and vendor onboarding across CRM, agreements, documents, and operational handoffs. Permute connects the records so every team sees the current stage, the next owner, and the evidence still needed.
Example workflow
Illustrative custom app · Sample data
Connected systems
Source records for this workflow
Permute data foundation
Connected records, shared rules, source evidence, and governed access.
Custom applicationClient and vendor intake
Onboarding tracker
In progress
12
Awaiting docs
4
Ready to launch
6
| Account | Next step | Status |
|---|---|---|
| Atlas Co. | Sign agreement | Waiting |
| Northline | Review records | In review |
| Harbor Supply | Open access | Ready |
Owners can see what is missing before moving to the next step.
The working view
Show what is waiting and who owns it
Each account shows its intake record, contract status, source setup, next deliverable, and owner. Stages advance when the source systems provide the required evidence (a signed agreement, for example).
Built on Permute
What makes it work
One organization record
Permute matches each client or vendor across CRM, contracts, finance, and operations.
Evidence-backed stages
Each stage points to the source record that proves the work is complete.
Role-specific views
Internal owners see the full exception queue; external participants see their approved tasks and status.
How it works
From intake to ready-to-work
- 01
Connect the handoffs
Link account, contract, document, and operating records to one organization.
- 02
Apply stage rules
Required evidence determines when a stage is complete and who owns the next step.
- 03
Show the next action
A dashboard or custom app shows the current stage, missing input, owner, and source update.
Why build on Permute
Build on a foundation each new tool can reuse.
Permute connects systems, reconciles records, and keeps business definitions and source evidence in one place. Each application reuses that foundation (including its data access rules) instead of rebuilding the same integrations and logic.
Build with your own team through Permute Factory's API and SDK, or work with our engineers to build and maintain the application. Permute-hosted apps use Permute sign-in and app access checks. Each app checks which business data a person may see before returning it.
Built for this workflow
One workflow across existing systems
Link CRM records, signed agreements, and required documents into one onboarding view. Owners see missing evidence and next steps, while a custom app can show each participant their approved tasks.
Questions teams ask
Who is this onboarding software for?
Client and vendor teams coordinating accounts, agreements, documents, and handoffs across systems.
Can external people update their own steps?
Yes. In a custom app, approved participants can submit documents and complete assigned steps with role-based access.
What is a good first onboarding metric?
Track time to ready and the number of accounts blocked at each stage, with the missing input shown beside each account.
See this workflow on your data.
Bring a report or workflow you run today. We’ll map its source systems, business rules, access, and first custom view (including any approvals your team needs).