In the same category
Simplifying Property Management for Professionals
Customer STORY
Copromatic
"MeltingSpot allowed us to centralize our resources in one place, streamline support processes, and reduce repetitive questions from clients. It has made onboarding and training much more efficient."
Clémence Guilluy, Head of Migration and Onboarding, @Copromatic
Copromatic is a SaaS platform designed to streamline and automate the daily operations of professional property managers (syndics de copropriété) in France and Belgium. Their clients—property managers overseeing residential or mixed-use buildings—rely on Copromatic for everything from accounting, legal compliance, and general assemblies to communication and banking integrations, all tailored to meet the specific regulations of co-ownership management.
Challenges Before Using MeltingSpot
Before adopting MeltingSpot, Copromatic faced significant challenges in efficiently onboarding new clients and training their internal teams. Training was fragmented across PDFs, phone calls, and ad-hoc sessions, making it difficult to ensure consistency and autonomy.
"We had a fragmented training process spread across PDFs, calls, and random sessions, which made it hard to provide a consistent experience," explains Clémence Guilluy. "We also struggled with tracking learner progress and scaling support as our user base grew."
"We had a fragmented training process spread across PDFs, calls, and random sessions, which made it hard to provide a consistent experience," explains Clémence Guilluy. "We also struggled with tracking learner progress and scaling support as our user base grew."
Transforming Onboarding and Training with MeltingSpot
The decision to implement MeltingSpot was driven by the need to centralize everything into one platform. "Previously, we were juggling multiple tools for our technical blog, newsletters, tutorials, knowledge base, and PDF documents. It was inefficient and hard to maintain," Clémence continues. "We wanted to streamline our toolset and centralize everything, which allowed us to clarify and structure our training strategy."
Since using MeltingSpot, Copromatic has shifted from a reactive, disjointed training approach to a proactive, structured learning path. They now build comprehensive training programs and develop toolkits that serve both new clients and internal teams, ensuring consistent, always-accessible training.
Since using MeltingSpot, Copromatic has shifted from a reactive, disjointed training approach to a proactive, structured learning path. They now build comprehensive training programs and develop toolkits that serve both new clients and internal teams, ensuring consistent, always-accessible training.
Key Features Copromatic Uses:
Ooti uses MeltingSpot to create a variety of valuable content for their clients, including:
- Course and Program Builder: To create modular, role-based learning paths.
- Toolkits: Ready-to-use resources that clients and internal teams can access anytime.
- Centralized Content: All training, tutorials, release notes, and knowledge articles are now in one place.
- Consistent Onboarding: Every new client follows the same high-quality learning path, reducing confusion and the need for excessive support.
- On-Demand Access: Content remains accessible after initial training, allowing clients to learn at their own pace.
Creating Valuable Content for Clients
Copromatic uses MeltingSpot to create various types of content that help onboard new clients and reinforce their knowledge. This includes:
- Step-by-step onboarding modules: Guides for new clients on how to get started, understand core workflows, and leverage platform features.
- Micro-courses: Focused on regulatory or operational topics, like managing general assemblies or understanding co-ownership accounting.
- Reusable templates and toolkits: These include ready-to-send emails, checklists, and document samples that clients can refer to.
- Quick tutorials and how-to guides: Short and practical lessons on specific software features, like how to generate AG convocations or set up budgets.
- Learning Paths and materials built with MeltingSpot:
- Starter Pack for new clients: A guided introduction to Copromatic’s ecosystem, tools, and methods.
- "First time" path: Tutorials designed for clients using a function for the first time (e.g. uploading documents to the extranet).
- Legal Framework series: Simplified breakdowns of co-ownership laws and how they affect daily operations.
- Internal Enablement programs: Onboarding programs for new team members, using standardized processes.
Clémence adds, "We’re still focused on building strong course content and structured programs. In the future, we plan to add more interactive and multimedia elements to make the experience even more engaging for users."
Results and trends since launch
Though still early in the process and without formalized metrics, Copromatic has already observed positive shifts since implementing MeltingSpot.
"One of the biggest advantages is having a more structured onboarding process," Clémence notes. "New clients and team members now follow a clear learning path, which reduces confusion and ensures that nothing important is missed."
Clients also benefit from increased autonomy. "Users now have a space where they can find answers themselves, reducing repetitive questions and support tickets. It’s been a game-changer for our internal support team."
The use of consistent, standardized content has improved internal alignment. "Our teams now rely on the same knowledge base and learning materials, which improves collaboration and reduces discrepancies."
Finally, Copromatic has seen better engagement from clients. "We’ve received unsolicited feedback saying the platform is reassuring and easy to navigate. Clients appreciate the clarity and accessibility of the content, which has enhanced their overall experience."
"One of the biggest advantages is having a more structured onboarding process," Clémence notes. "New clients and team members now follow a clear learning path, which reduces confusion and ensures that nothing important is missed."
Clients also benefit from increased autonomy. "Users now have a space where they can find answers themselves, reducing repetitive questions and support tickets. It’s been a game-changer for our internal support team."
The use of consistent, standardized content has improved internal alignment. "Our teams now rely on the same knowledge base and learning materials, which improves collaboration and reduces discrepancies."
Finally, Copromatic has seen better engagement from clients. "We’ve received unsolicited feedback saying the platform is reassuring and easy to navigate. Clients appreciate the clarity and accessibility of the content, which has enhanced their overall experience."
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