Quickly Launch
Client Onboarding Funnels

That Convert Your Visitors Into Qualified Leads And Then Customers

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1000+ large and small businesses who use Mystro to onboard clients and collect application data can't be wrong, right?

What's A Client Onboarding Funnel?

What Is The Difference Between Client Onboarding Funnel And Traditional Forms On Your Website?
Client Onboarding Funnel Is A Guided And Automated Process That Generates Fully Qualified Leads And Collects Application Forms And Supporting Documents.

Mystro Is A Lead Bot And Client Data Collection Software For Finance Professionals

Yes, Mystro was created so that professionals like you can easily deploy bots, online application forms and document collection workflows inside of a client onboarding funnel, to grow your company online!  Let me show you how it works:
Generate and qualify leads on your website - no programmers or designers needed.
Guide your clients step-by-step through the entire finance sales process (so they don’t get confused or LOST, and go to competitor).
Collect Fact Find, supporting documents and get documents signed online - all in 1 simple to use dashboard.

Mystro Gives You Tools And Strategies You Need In One Convenient Spot

Yes, Mystro Gives You The Tools And Strategies You Need To Market, Qualify, AND Convert A Lead Into A Customer.
Simple Lead Bot & Online Forms Builder!
Industry Leading Document Collection Tools!
Enterprise Grade Document eSign And Merge Tools!
Fully configurable reminders and notifications will take care of chasing for missing or incomplete data!

Now You Can Instantly Transform Your Website Into A Lead Generation & Client Onboarding Tool

Generate New LEADS That You Can Connect With... Launch simple lead bots that quickly capture your visitors’ contact information, so you can generate new leads to follow-up with again and again, even after they leave your page!
Choose from a library of pre-configured bots that will capture, qualify and collect application forms and documents from your customers on autopilot.
It's like having the best employee generating new business without pay and holidays 24/7, 365

Profitably Collect Client Data

Now you can embed data collection workflows on your site, or simply send clients a link and let Mystro guide them through the process via fully white labeled and beautiful client interface.
Mobile-first Fully Customisable And Branded Fact Find & Application Forms.
Automate Your Document Collection With Instant Document Checklist Creation And Document Collection Technology.
Fully Automated Document Generation and eSign.
Your Client Data Is Encrypted And Protected By Bank-Grade Security Infrastructure.

Here are a few other FAQs we get a lot:

Is my data secure?
Yes! We built Mystro from the ground up to make sure your data is secure. Client data and files are stored in our Sydney datacenter and automatically encrypted at rest and during transfer.
Who owns my data and clients?
You do! Any content (including your client data) is 100% owned by you. Mystro doesn't have permission to use that content or contact your clients for any reason. Mystro is just a tool for YOU to collect leads, client data and grow your business!
Can I embed forms and bots on my website?
Yes! Data collection workflows and bots can be easily embedded in your website. You can add a link to your application or paste a line of JavaScript code and start generating leads and collecting client data on auto-pilot, 24/7.
How long are your contracts?
There are NO long term contracts or commitments. You can use Mystro month to month and cancel at any time you'd like!
Can I integrate my favourite CRM and Marketing software into Mystro?
Yes! You can integrate other platforms with Mystro via API and Webhooks, or you can connect Mystro to Zapier and integrate it with over 1000 platforms.
Is Mystro a CRM?
While Mystro does have a LOT of CRM functionality, like automated client notifications, email and SMS reminders, tagging systems, notes, and detailed logs, we are not claiming to be a full-featured CRM system.
Can I white-label Mystro?
Yes! You can upload your company logo and change colours for desktop and mobile web application and website bot, customise Email and SMS templates and send communications from your email address and mobile number. There is also an option to run the client app on your domain. Please send us an email for more information.
If I cancel my Mystro account, will I lose my data?
As with most SaaS platforms, when you cancel your account, your data will become inaccessible, but don't worry; we will happily email you complete data backup on request!

Start Your Free 14 Day Trial Now

Start Free 14 Day Trial Now
Get Live Demo
Start Free 14 Day Trial Now