---
description: Discover and compare Free Client Onboarding software Applications & Tools. Capterra is a free interactive tool that lets you quickly narrow down your software selection, contact multiple vendors, and compare platforms for your business.
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title: Free Client Onboarding software - Capterra
---

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# Client Onboarding software

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> Client Onboarding Software (also known as Customer Onboarding Software) brings clients through the process of learning and implementing a recently purchased product or service.

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## Products

1. [Bigin by Zoho CRM](https://www.capterra.in/software/204998/bigin-by-zoho-crm) — 4.7/5 (724 reviews) — Bigin is an affordable, user-friendly CRM that helps you give your clients a successful and hassle-free onboarding experience\!
2. [Pipefy](https://www.capterra.in/software/144848/pipefy) — 4.6/5 (319 reviews) — Pipefy is an AI-powered platform that saves IT effort and lets business teams create and manage their own workflows.
3. [Fusebase](https://www.capterra.in/software/147496/nimbus-note) — 4.7/5 (176 reviews) — AI-powered onboarding workspaces to automate client setup, guide users, and deliver a seamless, branded experience every time.
4. [ClientPoint](https://www.capterra.in/software/120209/clientpoint) — 4.6/5 (166 reviews) — Top client relationship, onboarding, and e-sign platform provides collaborative workspaces for prospects, customers \& partners.
5. [Bizagi](https://www.capterra.in/software/127621/bpm-suite) — 4.4/5 (142 reviews) — Modern Apps Powered by Process Modernize operations with process automation, low-code apps and AI
6. [Clientary](https://www.capterra.in/software/1036462/clientary) — 4.7/5 (100 reviews) — Clientary is a full-suite app for your team to manage projects proposals and more.
7. [Plaid](https://www.capterra.in/software/174384/plaid) — 4.4/5 (95 reviews) — With Plaid, customers can connect their checking or savings accounts in as little as 7 seconds, boosting conversion and engagement.
8. [Travitor](https://www.capterra.in/software/130939/travitor-pro) — 4.5/5 (54 reviews) — Start a Free Plan today – Drive better results with pre-built learning paths for onboarding, compliance, and workforce development.
9. [Scribe](https://www.capterra.in/software/1030545/scribe) — 4.8/5 (35 reviews) — Scribe’s Workflow AI platform helps organizations work smarter and faster by documenting, scaling, and optimizing how work gets done.
10. [Kompassify](https://www.capterra.in/software/1022570/kompassify) — 4.7/5 (15 reviews) — Build fully personalized user onboarding experiences without writing a single line of code.
11. [CommandBar](https://www.capterra.in/software/1040043/commandbar) — 4.9/5 (15 reviews) — AI user assistance platform that embeds into your product and helps your users.
12. [Revinova](https://www.capterra.in/software/136485/revinova) — 4.6/5 (14 reviews) — Revinova is an Agentic AI Orchestration and Enablement Platform that empowers businesses to build intelligent AI agents
13. [ScalePad Lifecycle Manager](https://www.capterra.in/software/184071/scalepad) — 4.6/5 (10 reviews) — Lifecycle Manager Pro gives MSPs the tools to lead strategic client conversations rooted in Customer Success.
14. [FitPros](https://www.capterra.in/software/1087466/FitPros) — 5.0/5 (8 reviews) — Coaching platform for personal trainers, unlimited programs, clients, habits \& progress tracking. All the essential tools free forever.
15. [ScreenSpace](https://www.capterra.in/software/1041697/screenspace) — 5.0/5 (6 reviews) — Deliver the simplicity, flexibility \& WOW factor needed to engage your customers, accelerate activation, \& drive adoption.
16. [journy.io](https://www.capterra.in/software/218658/journy-io) — 4.8/5 (4 reviews) — Journy.io is a Customer Success Platform that helps SaaS businesses fight churn, increase ARR, retention, and expansion.
17. [Fullview](https://www.capterra.in/software/1026502/fullview) — 5.0/5 (3 reviews) — Fullview is an AI customer service agent that resolves issues autonomously and guides users through software applications instantly
18. [ProcessKit](https://www.capterra.in/software/196658/processkit) — 5.0/5 (2 reviews) — Processkit does REPEATABLE PROCESSES using the BEST approach in the industry. It will handle projects, but it SHINES on repeat...
19. [Bonboarding](https://www.capterra.in/software/1062320/bonboarding) — 5.0/5 (2 reviews) — Bonboarding is a user onboarding platform that enables organizations to create product tours and streamline onboarding experiences.
20. [Dock](https://www.capterra.in/software/1020015/dock) — 5.0/5 (1 reviews) — Sales enablement solution that helps businesses create sales proposals, onboarding plans, client portals, and project hubs.
21. [Humanagement](https://www.capterra.in/software/1036409/humanagement) — 5.0/5 (1 reviews) — Humanagement is a simple yet robust tool to help people managers—CEOs \& HRs—save time and money.
22. [Ascendr](https://www.capterra.in/software/1045910/ascendr) (0 reviews) — SaaS Customer onboarding platform with customer facing portal for real time updates.
23. [SankeyJourney](https://www.capterra.in/software/1046566/sankeyjourney) (0 reviews) — User journey analysis tool generating flow charts or sankey diagrams that help optimize retention, and conduct engagement analysis.
24. [Compass](https://www.capterra.in/software/1071308/Compass) (0 reviews) — Compass is a digital adoption tool with walkthroughs, knowledge articles, document libraries, and AI chatbots for on screen assitance
25. [Access Approve](https://www.capterra.in/software/1074266/Access-Approve) (0 reviews) — Access Approve software automates the B2B customer onboarding process through online trade credit application and assessment.

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## Related Categories

- [Workflow Management System](https://www.capterra.in/directory/30091/workflow-management/software)
- [Collaboration Software](https://www.capterra.in/directory/15/collaboration/software)
- [Customer Success Software](https://www.capterra.in/directory/30961/customer-success/software)
- [Customer Engagement Software](https://www.capterra.in/directory/30906/customer-engagement/software)
- [Onboarding Software](https://www.capterra.in/directory/30819/onboarding/software)

## Links

- [View on Capterra](https://www.capterra.in/directory/33476/client-onboarding/software)
- [All Categories](https://www.capterra.in/directory)

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Clientary helps you streamline client lifecycles from proposals and estimates, to time tracking, invoices and payments so you and your team have everything you need in one place. \n\nClientary also includes a branded client portal to help you look professional to clients and prospects","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/639467d9-2563-4279-b44d-53ee1f9a4168.png","url":"https://www.capterra.in/software/1036462/clientary","@type":"ListItem"},{"name":"Plaid","position":7,"description":"You work hard to get customers. But still, nearly 7 in 10 abandon the onboarding process. 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Get a clean asset inventory enriched with warranty expiration and purchase date from 40+ OEMs, then protect or dispose of them easily and affordably in-app. \n\nProactively plan projects and upgrades. Create dynamic roadmaps with budget requirements for your proposed actions every quarter.\n\nGenerate easy-to-understand reports. Translate complicated hardware, contract, user and software data into a visual breakdown your clients can quickly understand.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b7bc54c3-d827-44af-8f1e-40e7e157e530.webp","url":"https://www.capterra.in/software/184071/scalepad","@type":"ListItem"},{"name":"FitPros","position":14,"description":"FitPros.io is a coaching platform built for personal trainers and online coaches to design programs, manage clients, and deliver training through a clean, easy-to-use system. 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Core coaching features will always remain free, while optional Pro Tools and Custom Branding add advanced automation, engagement, analytics, and professional branding for coaches who want to systemise and scale their businesses.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/64958a75-1157-4fd7-affb-1504cd158c18.png","url":"https://www.capterra.in/software/1087466/FitPros","@type":"ListItem"},{"name":"ScreenSpace","position":15,"description":"Customer success teams rely on ScreenSpace’s Immersive Product Stories to eliminate high-touch interactions by driving activation, adoption, and retention through personalized self-guided tours.\n\nWith a drag & drop, ScreenSpace transforms your existing content – demos • videos • screenshots • guides • decks – into a comprehensive, self-guided web experience that delivers a contextual learning experience that adapts to each customer.\n\nAll while gaining insights on customer usage & pain points.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/46eae089-a7e9-41d6-a247-3a1a95e87d2e.png","url":"https://www.capterra.in/software/1041697/screenspace","@type":"ListItem"},{"name":"journy.io","position":16,"description":"Journy.io helps SaaS businesses increase user retention, expansion revenue, and fight churn. Turn your customer data into insights and signals that align sales, success, and marketing efforts.\n\nUnlock a single customer view, see feature adoption per account, create churn & buying signals, monitor health scores, and take automated actions in the tools you already use for customers in every stage of the journey.\n\nStart for free. \n\nTurn trial or demo prospects into engaging clients.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9565ba62-9ad9-4273-994c-5734098a18e9.png","url":"https://www.capterra.in/software/218658/journy-io","@type":"ListItem"},{"name":"Fullview","position":17,"description":"Fullview is an AI agent for customer support that autonomously resolves issues and guides customers through applications. 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Your business would transform overnight. No more chaos, no scattered notes. Hiring team members based on attitude becomes easy when you point them at refined checklists. Training is seamless, and your operations run like a well-oiled machine.\n\nJohn knew this struggle. He'd spent hours searching for A players, only to watch them slip away. Each departure left a hole in his team and knowledge base. His wife watched as stress etched lines on his face. The A players were elusive, and when they left, they took vital information with them.\n\nDesperate, John found PK (Processkit). He began documenting small, repeating tasks he did daily. His knowledge stayed put. New hires could pick up without missing a beat. As he built more processes, he transitioned from a manager bogged down by tasks to an owner focusing on growth. His business became organized and efficient.\n\nJohn's stress melted away as his team excelled","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/15d59974-affb-46ca-a7ab-064f603f793c.png","url":"https://www.capterra.in/software/196658/processkit","@type":"ListItem"},{"name":"Bonboarding","position":19,"description":"Bonboarding is a user onboarding platform that enables organizations to create product tours and streamline onboarding experiences.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/55fb91e4-a243-45db-b1a9-3c0a589d052b.jpeg","url":"https://www.capterra.in/software/1062320/bonboarding","@type":"ListItem"},{"name":"Dock","position":20,"description":"Dock is a collaborative workspace for buyers and customers that enables teams to set up digital sales rooms, onboarding plans, client portals and project hubs. Instead of navigating multiple email threads, hidden attachments and random links, customers visit a personalized space when needed. Along the way, client managers get analytics to move deals and projects forward.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b6f44f05-0312-414a-a854-ed5df85d04c6.jpeg","url":"https://www.capterra.in/software/1020015/dock","@type":"ListItem"},{"name":"Humanagement","position":21,"description":"Humanagement is the only tool created to help CEOs, Execs and HR managers manage business and employees effectively. \n\nWith humanagement.io, you can \n\n1) Create knowledge Base/SOP/LMS/Policy Storage with version control and compliance tracking\n2) Unlimited KB video rec\n3) Employee request management (time off, promotions, approval)\n4) Clock in/out\n5) Manage Employee HR data\n6) Robust hatting and employee training\n7) Statistics/KPI/business metric management\n8)Reusable checklists for keeping SOPs","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/050fcc91-30ff-437e-a3b7-e1a785858256.png","url":"https://www.capterra.in/software/1036409/humanagement","@type":"ListItem"},{"name":"Ascendr","position":22,"description":"Ascendr is an online customer onboarding tool designed to help ISVs effectively manage and onboard their customers. It's the perfect tool for customer success managers, project managers, implementation consultants, and systems analysts who need a way to break down complex projects into clearly defined deliverables.\n\nWith Ascendr, you'll have access to a beautiful customer portal where you can share information and activity in real time with your customers.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1fe43d87-5b96-4441-b3c8-462e5de85efd.jpeg","url":"https://www.capterra.in/software/1045910/ascendr","@type":"ListItem"},{"name":"SankeyJourney","position":23,"description":"Sankey diagram or flow chart generator tool for customer journey analysis inside an app or a website. Users can upload a CSV file containing event data, and the graph is generated in a few seconds. 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Key features are multimedia walkthrough creation, personalized learning, and user behavior analytics.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/607c18c8-815f-418b-9cf5-7ee15ad964f3.png","url":"https://www.capterra.in/software/1071308/Compass","@type":"ListItem"},{"name":"Access Approve","position":25,"description":"Access Approve is online trade application software that allows businesses to digitize and streamline their new customer onboarding process. The software provides an efficient way for companies to receive, assess, and approve trade credit applications online, with customizable workflows, integrated risk analysis, and eSignature capabilities. Access Approve aims to help businesses maximize sales opportunities while minimizing risk when taking on new customers.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/165c9410-03a7-43c3-981c-40cd9a9b9872.png","url":"https://www.capterra.in/software/1074266/Access-Approve","@type":"ListItem"}],"numberOfItems":25}
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