toolkit for customer onboarding
Stop chasing customer onboarding across five systems
Everything field service crews need to keep customer onboarding on schedule, on budget and on record.
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Trusted by teams at
Capabilities
Everything the day actually needs
No modules to buy separately, no consultants required to change a form.
SSO and SCIM
SAML, OIDC and directory sync on every plan, not just the enterprise tier.
Custom workflows
Drag fields into place and the forms, permissions and reports follow.
Version history
Roll back any record to any point in time and see exactly who changed what.
Offline-first mobile
The mobile app keeps working in a basement or a back lot and syncs when it reconnects.
Barcode scanning
Scan in the field with the camera you already carry - no extra hardware.
Audit-ready records
Immutable history on every record, exportable to CSV or straight into your ERP.
How it works
Live in weeks, not quarters
Connect your data
Import from CSV or connect an existing system in an afternoon.
Model your process
Describe the way you already work; no rewriting your process to fit the tool.
Roll out to the team
Invite the team, set permissions from your directory and go live.
Measure and tune
Dashboards show where time actually goes, so the next change is an easy call.
“Our audit went from a two-week scramble to an afternoon and an export.”
Service Lead, Almanac Industries
FAQ
Questions we get a lot
How is it priced?
Per active user, billed monthly or annually. No setup fee and no per-record charges.
How long does onboarding take?
Most teams are running on live data inside two weeks; larger rollouts are staged site by site.
Do you offer on-premise?
Self-hosted deployments are available on the Scale plan and above.
Can we keep our existing ERP?
Yes. KestrelFlow is designed to sit alongside what you already run and syncs both ways.
See it on your own data
A 36-minute walkthrough with someone who has run this in production. No slide deck.
Request access