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10+ Best Client Onboarding Software 2022

Client onboarding software helps companies manage post-sales activities related to the delivery of the services sold by the company. … Client onboarding software integrates with CRM software, sales software, and IT management software.

Alternatives

Logo Name Rating CEO Pricing Founded Revenue Employees Location Reviews Customers
SmartKarrot CS 4.5 Prithwi Dasgupta Custom 2018 $6 M 30+ Lewes 1852+ Reviews N/A
Precursive 4.4 Jonathan Corrie $40 2011 $2.9 35+ London 1942+ Reviews N/A
Clustdoc 4.7 Marie Asse Custom 2018 $1 M 14+ Paris 1699+ Reviews N/A
Process Street 4.6 Vinay Patankar Free 2014 $8.6 M 60+ San Francisco 1875+ Reviews N/A
TaskRay 4.3 Eric Wu $25 2010 $1.4 M 41+ Westeminster 1537+ Reviews N/A
CustomerSuccessBox 4.5 Puneet Kataria $49 2018 $27 3.9 M+ San Francisco 1987+ Reviews N/A
Onboard CS 4.7 Paroon Chadha $199 2020 $4.9 M 81+ Birmingham 1632+ Reviews N/A
Pipefy Client Onboarding 4.6 Alessio Alionco Free 2015 $54.5 M 442+ San Francisco 1958+ Reviews 60000+
Rocketlane 4.8 Srikrishnan Ganesan $19 2020 $3 M 29+ Walnut 1855+ Reviews N/A
ChurnZero Client Onboarding 4.7 You Mon Tsang Custom 2015 $7.5 M 200+ Washington 1698+ Reviews 6930+

SmartKarrot CS

4.5 User Rating
Custom Price
Customer Success Operations, Account Intelligence, Customer Segmentation Features
Overview
SmartKarrot CS has been designed for customer success, integrating components of managing customer experience, product uptake, and full customer success operations into a single platform. SmartKarrot has continued to innovate in the areas of automation, prediction, and medication to help its loyal clients achieve success. They are constantly motivated by the desire to provide every customer with a rich experience.

Precursive

4.4 User Rating
$40 Price
Success faster, Plan, Track Features
Overview
Precursive is an all-in-one project platform for Customer Success and Professional Services. With Precursive, you can get, expand, and keep customers using simple apps for customer onboarding, professional services automation, and so on. Precursive solutions help you manage and improve client onboarding, project management, and professional services delivery in Salesforce. They make certain that clients' lives are made simpler, more productive, and enjoyable when they go to work.

Clustdoc

4.7 User Rating
Custom Price
Insights & Reporting, Auto-triggered actions, Online Payment Module Features
Overview
Clustdoc enables world-class firms to create and manage industry-specific client onboarding workflows without writing a single line of code. Clustdoc automates routine client-facing workflows. Clustdoc has comprehensive client onboarding software that allows you to confidently compete globally and securely expand your business in a digital era. Clustdoc provides you with the tools you need to operate your business from anywhere using a single platform.

Process Street

4.6 User Rating
Free Price
Conditional logic, Role assignments, Enforced task order Features
Overview
Process Street is a contemporary team process management tool as they assist teams to share their essential processes, which are subsequently transformed into effective no-code workflows. Process Street begins with employee onboarding to prepare new recruits for success, then moves on to establishing diverse processes. With Process Street, you can design customer success processes for your team to follow in order to provide your customers with the greatest experience possible at any time.

TaskRay

4.3 User Rating
$25 Price
Security & Access Controls, File Management, Workflow & Notifications Engine Features
Overview
TaskRay is a Salesforce AppExchange-listed firm that builds a top-rated enterprise client onboarding solution. TaskRay has provided creative solutions to help organizations grow their onboarding and deployment processes, develop more efficiency, and deliver unrivaled customer experiences inside Salesforce since 2010. TaskRay has also developed the company on the notion that giving world-class service to its clients can only be accomplished via simple and easy-to-use tools.

CustomerSuccessBox

4.5 User Rating
$49 Price
Integrations, Security, Revenue Forecasting Features
Overview
CustomerSuccessBox is an all-in-one solution for customer success beyond health ratings and portfolio browsing. It is an outcome-driven customer success platform designed for B2B SaaS companies. CustomerSuccessBox provides success at all customer lifecycle phases, starting from a trial, conversion, onboarding, retention, upsell, and renewal. CustomerSuccessBox allows each CSM to handle hundreds of accounts while creating a multimillion-dollar portfolio.

Onboard CS

4.7 User Rating
$199 Price
Automation, Collaboration, Visibility Features
Overview
Are you in need of a Capital Project Management software for your company? Onboard OS is the perfect software that can get it done in no time! Onboard.io assists customer success teams in organizing, managing, and automating the ideal customer onboarding process. You can use Onboard to organize, automate, and manage the client onboarding experience from handoff to launch, all with a single, simple solution. Onboard is a beautiful collaboration place where all stakeholders can see who, what, when, and how. Do you want to know more? Find out everything there is about OnBoard CS and its key features here on Best Alternatives!

Pipefy Client Onboarding

4.6 User Rating
Free Price
Customization, Collaboration, Process Management Features
Overview
Do you need Capital Project Management software? Pipefy Client Onboarding is the finest software that can assist you and your corporation with what you need! Design and automate company workflows in just seconds with Pipefy, increase efficiency, and connect end-to-end operations on a safe, no-code workflows and BPM platforms! Pipefy connects your customers, vendors, and partners to the same platform as your internal team, making it simple to collaborate and track a process from beginning to end. To-do lists and email threads can be replaced with clear, repeatable routines. Do you want to learn more? Discover everything there is about Pipefy and its unique software features only here on Best Alternatives!

Rocketlane

4.8 User Rating
$19 Price
Consistency, Visibility, Collaboration & Productivity Features
Overview
Are you looking for a Capital Project Management software? Rocketlane is the ideal software that can help you with what you and your company need! Rocketlane is software designed specifically to speed up and simplify implementation and customer onboarding. With Rocketlane, you can customize the domain, logo, and theme to create a consistent experience between your portal and your brand, as well as turn your customer into an ally by providing them with access to their own simple yet powerful portal. Do you want to learn more? Discover more of Rocketlane's key features here on Best Alternatives!

ChurnZero Client Onboarding

4.7 User Rating
Custom Price
Customer engagement , Real time data, Email marketing Features
Overview
Are you looking for software to assist you in managing your post-sales activities in relation to the service provided by your company? ChurnZero Client Onboarding is the best Client Onboarding Software for the job! The ChurnZero platform is packed full of product features designed to assist Customer Success teams to get to know their customers better. It has all you need to know in one spot! ChurnZero delivers Customer Success capabilities that assist Customer Success teams to save time, personalize interactions, and assess success at each point of the customer lifecycle. Do you want to know more? Discover everything there is to know about ChurnZero and its key features here on Best Alternatives!