Get professional onboarding to
ensure success on indema.

Our team will help you set up your indema platform, optimize your team’s workflow and get your company fully on board.

Self-Guided

  • You are tech-savvy and feel confident about setting up the site by yourself using our how-to video's and support articles.
  • 1 Q&A call with our implementation expert
  • Access to self-guided onboarding course.
  • Access to our support articles and videos.
  • Regular email support from our team!
Schedule Onboarding

Premium

$ 2499
  • For larger teams and with a more strategic approach. We will train the team and onboard them based on the process your firm already has.
  • 1 business process mapping session.

    A 2-hour session with a team member to map out your existing process with the indema system.

  • Fully customized set of email templates for the team.
  • Assistance with data migration (Contacts, vendors, leads, projects, products)

    We do not perform the migration, just assist in best practices and help you along the way.

  • Access to an account rep with personalized video help
  • Fully set up your system for success

    This can be done with you and your team, or not. But we will set up your whole system, settings, and ensure everything is done correctly.

  • Up to 6 hours of team training

    1-hour sessions at a time training for the whole team.

Get Onboarding

Standard

$ 950
  • You run a busy firm and are small, but busy enough that you need an extra hand getting everyone on the same page. Great for teams of 3-10
  • 1 business process mapping session.

    A 2-hour session with a team member to map out your existing process with the indema system.

  • Fully set up your system for success.
  • Access to an account rep.
  • 3-Hours of training included.

    1-hour sessions at a time training for the whole team.

Get Onboarding