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Client Onboarding software

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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Rocketlane is a client onboarding software that helps teams hit project goals, shorten time to value, and deliver a 5-star experience. Learn more about Rocketlane
Rocketlane is a purpose-built client onboarding software that helps implementation/onboarding and CS leaders hit their onboarding goals, shorten time to value, and deliver a 5-star experience. Bye-bye churn! Rocketlane brings project management, resource management, time tracking, file collaboration, and communication capabilities into a one-of-its-kind unified workspace. It improves visibility, makes your execution and process consistent, and elevates customer experience. Learn more about Rocketlane

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
Process Street is the world's first Process Management Platform powered by AI.
Process Street is the world's first Process Management Platform powered by AI. We help teams share their core processes and transform them into powerful no-code workflows. Start with employee onboarding to set up new hires for success, then build all sorts of workflows like employee onboarding, client onboarding, and tenant screening. Manage your team wiki and company handbook 100% free. Join Salesforce, Colliers, Drift, and 3,000+ other businesses that use Process Street today. Learn more about Process Street

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
Bigin helps small businesses move away from spreadsheets and get started with a CRM solution that is truly built for their needs.
We built a dedicated CRM for small businesses to help bridge the gap between lost leads and messy spreadsheets. With the sheer motive to be simple, Bigin is packed with just the right features, with a user-friendly interface, at a pocket friendly price to fit your small business like a glove! Bigin brings you everything you need—multiple pipelines, built-in telephony, workflow, a bunch of seamless integrations and a lot more, just to ensure you manage your customer relationships with ease. Learn more about Bigin by Zoho CRM

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
Pipefy is a no-code process management software that empowers anyone to create and automate efficient workflows on their own.
Pipefy is the no-code process and workflow management platform that gives businesses a secure, easy-to-use tool to build, automate, optimize, and orchestrate any type of process. Pipefy is designed to make security, integration, and everyday use easy and intuitive. Key features include 300+ native connectors, a built-in security suite, artificial intelligence capabilities, process templates, customizable forms, rules and conditionals, and some of the fastest time-to-value in the market. Learn more about Pipefy

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
Cloud-based pet sitting software trusted by over 3,000 of the world's most successful pet care companies. Start your free trial today!
Trusted by over 3,000 of the world's most successful pet care companies, Time To Pet is modern pet sitting software built for you. In addition to our basic features like client & staff management, integrated scheduling & invoicing, online payments, and more - Time To Pet is complete with advanced features like mobile apps for clients and staff, GPS tracking, automatic charging, visit reports cards, and Quickbooks Integrations. Sign up for a free trial today! Learn more about Time To Pet

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
Our client relationship, onboarding, and e-sign platform helps you manage workspaces for prospects, customers & partners.
ClientPoint Enterprise platform helps you easily manage business relationship workspaces (called ClientPoints) for each of your prospects, customers, and partners, where you can schedule, message, video conference, share content, and e-sign, all in one place. Propose & close deals faster, serve & grow clients better, and transform your most valuable business relationships. The enterprise platform allows for integration of your CRM and other tools, or use ClientPoint end point solutions to save on your tech stack. ClientPoint has a content library, robust document generation, storage and template creation and other tools for sales decks, proposals, RFP’s. Easily update all your partners in one step on a Content Management Platform that levels up how you feature your products and your partner solution. Pricing varies depending on your company's needs, branding, and customization. For solopreneurs and basic users, there is a free ClientPoint.me platform Learn more about ClientPoint

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
Modern Apps Powered by Process Modernize operations with process automation, low-code apps and AI
Bizagi’s industry-leading platform for low-code process automation connects people, applications, robots, and information. As the most business-friendly and flexible solution on the market, Bizagi enables true collaboration between business and IT, delivering faster adoption and success. Fuelled by a community of 1 million users, Bizagi powers over 1,000 organizations worldwide including Adidas, BAE Systems, and Old Mutual. For more information visit www.bizagi.com Learn more about Bizagi

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
ChurnZero is the Customer Success platform and partner for growing SaaS and subscription businesses.
ChurnZero is your platform and partner for Customer Success. We help your subscription business improve efficiency, increase revenue, and deliver better customer experiences to succeed at scale. Our platform offers journeys, health scores, survey tools, segmentation, plays, reporting, real-time alerts, walkthroughs, collaboration centers, Customer Success AI™ and more. We’re also your team’s trusted partner, consultant, and coach, dedicated to helping you focus on the work that matters most. Learn more about ChurnZero

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
Clientary is a full-suite app for your team to manage projects proposals and more.
Clientary is a full-suite app for your team to manage projects, hours, proposals, leads, invoices, payments, staff, and clients. Stop wrestling with one-off doc files, templates, and disconnected apps. 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. Clientary also includes a branded client portal to help you look professional to clients and prospects Learn more about Clientary

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
MarbleFlows is a no-code funnel builder for lead generation and conversion.
MarbleFlows is a no-code funnel builder. Create interactive funnels for lead generation and conversion, user onboarding and A/B testing. Address each user personally with embedded flows in your style and branding. Learn more about MarbleFlows

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
GUIDEcx is a client onboarding platform for internal and external teams designed to shorten time to value and decrease churn.
GUIDEcx is a client onboarding solution designed to shorten time to initial value, reduce customer churn, and increase team capacity. Automated project and task management, dynamic forecasting, built-in communication tools, resource management, time tracking, and more keep internal and external customer teams on track, accountable, and engaged! Learn more about GUIDEcx

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
Use Clustdoc to create an easy-to-use client onboarding workflow in a secure and user-friendly interface.
Clustdoc client onboarding and verification software helps you centralize, simplify and secure any document-heavy routine process that needs to be executed repeatedly with clients and partners. Thanks to our all-in-one onboarding automation platform, you can automate the process of collecting documents, information and signed contracts from your customers and speed up the closing of your deals. Small business owners and Corporate teams. Learn more about Clustdoc

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
Learning at work made easy. Create, assign, and measure training. Plus get hundreds of top-rated courses included.
Learning at work made easy. Create, assign, and measure training. Plus get hundreds of top-rated courses included in HR Compliance, Business, Safety, and Personal Development included. Used by over 45 Million employees. With built-in course authoring you can add videos, slides, documents, quizzes, and homework lessons — all instantly searchable and available, wherever you go. Learn more about Travitor

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
WorkRamp is the Learning Cloud that your employees, customers, and partners will love.
WorkRamp is the Learning Cloud that empowers businesses to design impactful learning programs for employees and customers in one single platform. With WorkRamp, you can create a learning & development strategy that includes employee onboarding, compliance training, upskilling opportunities, and leadership programs. Improve product adoption, drive more customer engagement, and decrease churn through scalable customer training. Learn why more companies are switching to WorkRamp. Learn more about WorkRamp

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
Userlane offers a code-free DAP solution, tailored for organizations willing to accelerate software adoption and support.
Userlane’s Digital Adoption Platform makes any software application easy to use by guiding people through processes in real-time and offering on-demand support. Userlane HEART is an analytics framework that gives a real-time view of digital transformation progress across your organization so you can uncover and mitigate critical process risks and maximize productivity. Our in-app interactive guides lead users through common tasks by providing them with intuitive on-demand assistance. Learn more about Userlane

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
The Customer Education Platform designed to upskill the right customer at the right time within your product.
MeltingSpot is an in-product Customer Education Platform. We help SaaS companies accelerate customer onboarding and product adoption at low CS effort. MeltingSpot provides a comprehensive toolkit to engage customers with forums, webinars, online courses, widgets, academies, and more – right inside your product. We make sure all educational content is contextualized and customized to each customer profile so that teams deliver the right content to the right user at the right moment. Learn more about MeltingSpot

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
Automate your onboarding processes with Moovila, the world's most advanced work management platform.
Moovila automates onboarding & implementation processes so you can focus on your clients Key features: RESOURCE CAPACITY ANALYSIS: models workloads and capacity for easier forecasting 24/7 RISK MONITORING: alerts you when issues arise AN AUTOMATION ENGINE: analyzes and adjusts schedules and onboarding data RPAX PROJECT SCORING: an indicator of project health and success AI-GUIDED REMEDIATION: keeps your projects on track. Learn more about Moovila

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
Intelligent Growth platform for Customer Success and Account Management teams, focussed on Expansion.
1. Built on a foundation of Augmented Intelligence, SmartKarrot proactively handles complex use cases around Expansion & Retention. Across multiple products, service lines and geographies. 2. Our Intense focus on Automation & Playbooks allows our customers to scale efficiently. 3. Our New Age Design with a PLG mindset allows for a great experience for users. 4. Our unlimited user packages allows our clients to become truly Customer Centric, and enables great alignment within teams. Learn more about SmartKarrot

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
Fieldguide is an AI-powered engagement automation platform that helps Top 500 accounting firms streamline engagements.
Fieldguide’s AI Advisory & Audit Cloud makes it easy for clients and teams to automate the entire lifecycle of any type of engagement. Fieldguide provides end-to-end visibility across all engagements, streamlined collaboration with distributed clients and teams, and unparalleled staff productivity for any framework, including SOC 2, HITRUST, PCI, and many more. Top 500 firms like Wipfli, Mazars and BerryDunn trust Fieldguide to increase revenue, boost client satisfaction, and improve profits. Learn more about Fieldguide

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
Skilljar's external LMS enables businesses to deliver personalized learning programs and connect learning to revenue.
Engage, and retain everyone you do business with. Skilljar is the leading training platform purpose-built for Customer Education. The enterprise-grade platform gives you all the tools you need to onboard, engage, and retain customers at scale. Bonus! Tie customer training to business impact, like product adoption, lower support costs, and retention. Make Customer Education— your new competitive advantage with Skilljar. Trusted by LinkedIn, Gong, Uhaul, Cisco, Autodesk, Asana and more. Learn more about Skilljar Customer Education

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
Cloud-based customer onboarding solution that assists firms with customer segmentation, task scheduling & customized reporting.
Taskfeed has merged with Precursive, combining our excellent Customer Onboarding project management app with the leading capacity planning & resource management tool. Taskfeed is now known as Precursive OBX. Precursive OBX gives you complete visibility over information that counts most in SaaS Customer Onboarding so you can successfully manage your team, your customers, your processes & Salesforce tasks to deliver customer success. Learn more about Precursive OBX

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
TaskRay is an enterprise-class solution for onboarding customers at scale in Salesforce.
TaskRay is an enterprise-class solution for onboarding customers at scale in Salesforce. TaskRay helps businesses onboard customers faster and more efficiently. TaskRay's templating and automation functions help high tech, SaaS, Wealth Management, Manufacturing, and Franchising businesses build systems that scale - whether they have 100 customers or 10,000 customers. And, TaskRay also functions wonderfully as a full-suite project management solution. Learn more about TaskRay

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
Bites: AI-driven LMS transforming training with effective, impactful content. Achieve 90% engagement. Trusted by Amazon and more.
Bites is an AI-powered LMS revolutionizing employee training with engaging, bite-sized lessons inspired by social media trends. Our platform excels in delivering concise, video-based content that's both accessible and memorable, making the learning process not just effective but enjoyable. Leaders in various industries, including Unilever, Amazon, and Decathlon, have already embraced Bites, significantly reducing their training costs, enhancing employee skills, and achieving an impressive 90% engagement rate with our premium offerings. Learn more about Bites

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
ClientSuccess is a customer success software platform that helps SaaS companies retain and grow their customer base.
ClientSuccess is a customer success software platform that helps SaaS executives and their customer success teams retain and grow their existing customer base. ClientSuccess was awarded the SIIA CODiE Award for "Best Customer Success Management Solution" as well as being selected to the Red Herring Top 100. Learn more about ClientSuccess

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
Best-in-class software adoption platform to transform the way your users work with their digital technology.
BrainStorm is an unparalleled learning solution for mid-sized and enterprise organizations who want to dramatically increase software adoption. QuickHelp combines content expertise with an intelligent platform, all designed to transform the way users work with their technology. Our highly personalized approach to change management gets users and their technology on the same team, preventing user frustration, alleviating IT workloads, and helping organizations reach their goals. Learn more about BrainStorm

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software