Guided Onboarding, Setup Wizard & Industry Seeding
Get your entire agency up and running in under 3 minutes. Automatically seed tailored rate cards, GST retainers, sprint task boards, and SOW contract templates built specifically for Digital Marketing Agencies, Software Dev Studios, UI/UX Design Firms, or Creative Media.
A better way to work
Without Onboarding Wizard
- ✕Spending weeks manually configuring empty enterprise CRMs before sending your first client proposal or SOW.
- ✕Drafting contract terms, milestone schedules, and GST rate cards from blank documents with endless repetitive work.
- ✕Watching frustrated team members abandon complex software setups and revert to messy WhatsApp chats.
With Onboarding Wizard
- ✓Pick your agency vertical (Digital Marketing, Dev Studio, UI/UX Design, Creative Media) and launch with pre-seeded data.
- ✓Upload your agency logo to render immediately on an interactive monochromatic 3D brand pedestal.
- ✓Deploy ready-to-use rate cards, 18% GST calculation engines, and SHA-256 e-signature contract templates right out of the box.
The foundation for every workflow
Onboarding Wizard powers critical operations across your workspace, keeping your projects organized, connected, and moving no matter how complex the production.
Seed Tailored Agency Blueprints
Auto-populate specialized service packages, SAC codes, SOW terms, and pipeline stages designed for your agency.
Render Interactive 3D Brand Pedestals
Upload your agency logo and watch it rendered on an interactive monochromatic rotating 3D pedestal.
Configure 18% GST & Dynamic UPI
Add your GSTIN and UPI ID to enable automated tax invoice generation and instant bank payments in 45 seconds.
Explore Interactive Sandbox Workspaces
Test sample deals, sprint milestones, and signed contracts before onboarding real clients.
Plus, everything you need to get it done
Apple iOS & Android Mobile PWA
Native ExperienceInstant zero-lag mobile dashboard installation with offline caching and background sync.
Cloudflare Edge CDN Storage
Zero Egress FeesStreams and stores 8K RAW footage, proxies, and project master archives with global CDN delivery.
Official WhatsApp Cloud Platform
Meta CertifiedConnects official studio WhatsApp accounts with automated webhook routing and customer chat.
Anthropic Claude & Gemini Mesh
Multi-LLM FailoverRoutes queries with sub-80ms automatic fallback across Claude 3.5 Sonnet and Gemini Flash.
Section 10A IT Act Digital Vault
SHA-256 SealEnsures electronic contract integrity, client signatures, and audit logs are 100% court-admissible.
NPCI UPI Instant Settlement
Real-time LedgerDirect banking integration for instant milestone reconciliation and zero-chargeback collection.
Blackmagic DaVinci Resolve Workflow
Studio IntegrationDeep integration with post-production color grading timelines and frame-accurate review notes.
Google Workspace & CalDAV Sync
Enterprise CalendarCoordinates bookings, crew rosters, and client discovery calls with bi-directional calendar holds.
GSTN Indian Tax Compliance
SAC 998314Full statutory compliance with automated 18% CGST/SGST breakdowns and CA-ready sales ledger.
Build custom agency reports and track sprint velocity in real time
All 18% CGST/SGST ledger tax filings auto-calculated
Onboarding Wizard is just the beginning
Onboarding Wizard integrates natively across the entire Cora platform. E-Sign, 18% GST Invoicing, CRM, Call Sheets, and client vaults unite in a single, high-throughput workspace.
Lead CRM
Visual Kanban pipeline & stages
E-Sign Vault
IT Act 2000 digital contracts
18% GST Invoicing
SAC 9983 billing & UPI QR
Master Calendar
Client shoots & sprint holds
Crew Dispatch
Call sheets & team dispatch
Asset & Gear Hub
Hardware & inventory tracking
Media Vault
4K watermark client galleries
Voice-to-Scope
Voice notes to signed scopes
Review Portal
5-star Google review engine
Form Builder
Embeddable client intake forms
Content AI
Viral scripts & SEO content
RBAC Security
Role permissions & audit logs
Task Board
Sprint milestones & proofing
Email & SMTP
Custom domain proposal inbox
Mobile App
iOS & Android push alerts
All 20 Modules
Explore complete agency OS
3-Step Workflow Execution
Select Your Agency Vertical
Choose Digital Marketing, Software & Dev, UI/UX Design, or Creative Media Production.
Upload Logo & Payment Handles
Set your agency logo, custom domain, and UPI ID for white-labeled client proposals and invoices.
Launch Your Pre-Loaded OS
Your workspace opens with pre-loaded rate cards, e-sign contracts, and sprint pipelines ready to deploy.
Security
EverywhereStop paying separately for point solutions
Onboarding Wizard natively eliminates the need for these standalone tools:
Frequently Asked Questions
Explore Related Cora OS Modules
Design system requirements
Kanban Lead CRM
Close high-ticket deals in visual pipelines.
18% GST Invoicing
Automate 18% GST retainers and UPI billing.
Super Admin
Govern multi-tenant workspaces and AI token quotas.
