Best Client Onboarding Software

How Many Client Onboarding Software Products Does G2 Track?

Total Products under this Category: 97

Category Stats (Nov 2026)

  • Average Rating: 4.6/5 (↑0.01 vs Oct 2026) The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: OnRamp (+0.11%) - Among all products in this category, OnRamp recorded the largest rating increase compared to last month

Last updated: November 01, 2026

How Does G2 Rank Client Onboarding Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 13,100+ Authentic Reviews
  • 97+ Products
  • Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

G2 Grid® for Client Onboarding Software

G2 Grid® for Client Onboarding Software plotting products by satisfaction and market presence

Highlighted products: ChurnZero, Planhat, Rocketlane, Dock, Assembly, Vitally, Product Fruits, and Moxo.

Underlying data: [Grid® JSON](https://www.g2.com/categories/client-onboarding/grids.json?focus%5B%5D=churnzero&focus%5B%5D=planhat&focus%5B%5D=rocketlane-corp&focus%5B%5D=dock&focus%5B%5D=assemblysoftware&focus%5B%5D=vitally&focus%5B%5D=product-fruits&focus%5B%5D=moxo-g2)

ChurnZero

ChurnZero is the AI platform and partner for customer growth. Customer teams use ChurnZero to drive revenue and retention, work more efficiently, and deliver the best possible customer experience. The platform unifies your customer data, team expertise, and AI into a single system engineered to elevate customer success. It provides clear insight into what customers need and helps you deliver it, making it easy to scale onboarding, adoption, renewal, and expansion programs as your customer base grows. ChurnZero’s AI agents are purpose-built for the specific needs of customer teams. They interpret customer data, embed seamlessly into your existing workflows, and are flexible by design. You decide how much you want AI to do, and where and when it does it, so you’re always in control. ChurnZero is more than software. Our CS, implementation, and support teams are true partners who ensure your team succeeds at scale.

Average Rating: 4.7/5.0

Total Reviews: 1,621

How Do G2 Users Rate ChurnZero?

  • Optimization: 8.7/10 (Category avg: 8.7/10)
  • Resources: 8.6/10 (Category avg: 8.7/10)
  • Content: 8.5/10 (Category avg: 8.9/10)
  • Ease of Use: 8.5/10 (Category avg: 9.1/10)

Who Is the Company Behind ChurnZero?

  • Seller: ChurnZero
  • Company Website:
  • Year Founded: 2015
  • HQ Location: Washington, District of Columbia
  • Twitter: @churnzero
    1,792 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    145 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Customer Success Manager, Director of Customer Success
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 61% Medium, 28% Small

What Do G2 Reviewers Say About ChurnZero?

AI-generated summary from verified user reviews

Pros
  • Users find ChurnZero to be intuitive and user-friendly, streamlining their operations and enhancing customer engagement.
  • Users value the helpful customer success management that aids in efficiently monitoring and engaging with clients.
  • Users love the automation features of ChurnZero, enhancing organization and streamlining workflows for improved customer success.
  • Users rave about the fantastic customer support from ChurnZero, enhancing their experience and efficiency significantly.
  • Users commend ChurnZero for its efficiency in organization and adaptability, streamlining workflows and enhancing customer management.
Cons
  • Users find the learning curve steep, resulting in a time-consuming process before fully benefiting from ChurnZero.
  • Users find the complexity of navigation and report creation in ChurnZero challenging, impacting overall usability.
  • Users find ChurnZero's interface not intuitive, complicating email formatting, navigation, and integration processes.
  • Users note the missing features in ChurnZero, expressing a desire for better account overview and customization options.
  • Users face a steep learning curve with ChurnZero, requiring time and effort to achieve proficiency with features.

What Are Recent G2 Reviews of ChurnZero?

What Are G2 Users Discussing About ChurnZero?

Planhat

Planhat is an agentic customer platform, built to give humans and AI agents the full context they need to drive exceptional customer outcomes. Commercial teams at B2B enterprises use Planhat to automate workflows across the entire customer lifecycle, from onboarding and expansion to renewals and scaled customer success, turning better outcomes into revenue growth and enduring profitability. The platform spans three solutions; a category-leading Customer Success Platform (CSP), a comprehensive CRM system, and most recently, an AI-native Professional Services Automation (PSA) offering. The PSA brings resource management, project delivery, and services revenue into the same unified data model that has powered Planhat's category leading CSP for over a decade, helping teams drive adoption, reduce churn, and identify expansion opportunities through Customer 360 profiles, health scoring, and customer analytics. Core capabilities include AI workflows, conversational AI, and customer portals, all based on high-fidelity time-series data. Planhat serves organizations across software, IT and telecoms, healthcare & life sciences, financial services, and security.

Average Rating: 4.5/5.0

Total Reviews: 952

How Do G2 Users Rate Planhat?

  • Optimization: 8.0/10 (Category avg: 8.7/10)
  • Resources: 7.7/10 (Category avg: 8.7/10)
  • Content: 8.0/10 (Category avg: 8.9/10)
  • Ease of Use: 8.3/10 (Category avg: 9.1/10)

Who Is the Company Behind Planhat?

  • Seller: Planhat
  • Company Website:
  • Year Founded: 2015
  • HQ Location: Stockholm, Stockholm County
  • Twitter: @planhat
    1,045 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    248 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Customer Success Manager, Head of Customer Success
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 59% Medium, 31% Small

What Do G2 Reviewers Say About Planhat?

AI-generated summary from verified user reviews

Pros
  • Users find the ease of use of Planhat exceptional, facilitating smooth integration and team adoption.
  • Users commend the exceptional customer support from Planhat, enhancing their experience and ensuring effective collaboration.
  • Users value the extensive customization options in Planhat, enhancing their experience and streamlining workflows effectively.
  • Users appreciate the automation efficiency of Planhat, enhancing their workflow and streamlining customer management seamlessly.
  • Users value the helpfulness of Planhat, noting its excellent support and comprehensive features for managing customer success.
Cons
  • Users find the learning curve steep, struggling to navigate features and setup pages during initial use of Planhat.
  • Users find the complexity of Planhat daunting, with a challenging learning curve that hinders initial usability.
  • Users note a steep learning curve with Planhat, though support accelerates the process and enhances understanding.
  • Users face integration issues with Planhat, causing challenges in data management and trustworthiness among teams.
  • Users find the formula fields restrictive, desiring greater flexibility and automation for easier customization and efficiency.

What Are Recent G2 Reviews of Planhat?

What Are G2 Users Discussing About Planhat?

Rocketlane

Rocketlane is the only execution platform for professional services. For decades, PSA tools tracked the work — status, resources, financials — but never executed on it. Rocketlane, with Nitro,Rocketlane’s native AI capabilities, runs the actual work: from kickoff, plan generation, QBR, status, and customer onboarding, on the same platform the team already tracks against. Operations, delivery, and the work itself live on one engagement record, on the same data the human manages. Rocketlant works with service leaders to define your successes and provide desired outcomes. Proven across 800 customers, including 19 of the Forbes Cloud 100.

Average Rating: 4.7/5.0

Total Reviews: 852

How Do G2 Users Rate Rocketlane?

  • Optimization: 8.9/10 (Category avg: 8.7/10)
  • Resources: 9.0/10 (Category avg: 8.7/10)
  • Content: 8.8/10 (Category avg: 8.9/10)
  • Ease of Use: 9.1/10 (Category avg: 9.1/10)

Who Is the Company Behind Rocketlane?

  • Seller: Rocketlane Corp
  • Company Website:
  • Year Founded: 2020
  • HQ Location: Walnut, US
  • Twitter: @RocketlaneHQ
    1,470 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    310 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Customer Success Manager, Software Engineer
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 56% Medium, 27% Small

What Do G2 Reviewers Say About Rocketlane?

AI-generated summary from verified user reviews

Pros
  • Users find Rocketlane's interface to be extremely user-friendly, allowing for quick report generation and easy customization.
  • Users appreciate the extensive features of Rocketlane, streamlining onboarding and implementation for effective project management.
  • Users appreciate the effective task management in Rocketlane, enjoying seamless onboarding and streamlined project setups.
  • Users value the easy project tracking in Rocketlane, enhancing organization, visibility, and client collaboration effortlessly.
  • Users value the streamlined project management and client collaboration features of Rocketlane, enhancing organization and efficiency.
Cons
  • Users are frustrated by the missing features in Rocketlane, hindering effective customer health monitoring and experience.
  • Users experience slow performance with Rocketlane, especially as project complexity and data entry grow.
  • Users find the learning curve steep, requiring dedicated resources and understanding for successful implementation and use.
  • Users find limited customization in reporting features, impacting their ability to adapt the tool to specific needs.
  • Users find Rocketlane not intuitive due to complicated features and lack of straightforward navigation options.

What Are Recent G2 Reviews of Rocketlane?

What Are G2 Users Discussing About Rocketlane?

AI can help you find the answers. G2 helps you trust them.

Connect G2 to Claude or ChatGPT for answers grounded in G2's trusted reviews, comparisons, and pricing from real user insights.

How it works
Connect G2 to ChatGPTConnect G2 to Claude

Dock

Dock is the Al revenue enablement platform built for the way people buy today. Collaborate with customers, share content, and enable reps in real time. Dock is an enablement platform for the full customer lifecycle, offering: - Digital sales rooms - Customer onboarding & client portals - Content management - Learning management (courses & playbooks) - AI Enablement Agent that guide reps in real time - AI Documents for generating personalized customer documents - Sales order forms & CPQ - HubSpot and Salesforce CRM integrations and automations

Average Rating: 4.6/5.0

Total Reviews: 452

How Do G2 Users Rate Dock?

  • Optimization: 8.1/10 (Category avg: 8.7/10)
  • Resources: 8.4/10 (Category avg: 8.7/10)
  • Content: 9.1/10 (Category avg: 8.9/10)
  • Ease of Use: 8.8/10 (Category avg: 9.1/10)

Who Is the Company Behind Dock?

  • Seller: Dock
  • Year Founded: 2021
  • HQ Location: San Francisco, California
  • Twitter: @Dock_us
    582 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    27 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Account Executive, Enterprise Account Executive
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 36% Medium, 33% Small

What Do G2 Reviewers Say About Dock?

AI-generated summary from verified user reviews

Pros
  • Users love the ease of use of Dock, finding it intuitive and highly customizable for both internal and external needs.
  • Users appreciate the easy setup of Dock, enabling a smooth start and efficient usage for their sales organization.
  • Users find Dock to be a helpful portal for streamlining project management and enhancing client success.
  • Users highlight the easy setup of Dock, which enhances usability and professionalism for their sales organization.
  • Users value the centralized platform of Dock, enhancing project alignment and streamlining client communication effectively.
Cons
  • Users feel the product has limited customization options, affecting layout and integration capabilities for their specific needs.
  • Users desire missing features like workspace restoration, enhanced interaction, and email customization for improved functionality.
  • Users express frustration over the missing functionality in Dock, particularly for streamlined communication and onboarding processes.
  • Users face integration issues with Dock, particularly with embedding and working around limitations in automation features.
  • Users find the learning curve challenging, requiring time and effort to grasp Dock's functionalities effectively.

What Are Recent G2 Reviews of Dock?

What Are G2 Users Discussing About Dock?

Assembly

Assembly is the AI-powered platform for professional service firms, from accounting and bookkeeping practices to agencies and consultants. It combines a branded client portal, a simple CRM, and an AI app builder that lets your firm add any software it needs without a dev team. Clients get one branded place for messages, files, forms, tasks, contracts and e-signatures, and invoices they can pay online. Your team runs on a CRM with automated reminders and an AI Assistant that knows full client context. When your firm needs something the portal doesn’t do yet, describe it. The AI app builder asks a few questions, shows you the plan, and builds the app once you approve it: a project tracker, intake form, onboarding wizard, proposal builder or client dashboard. Every app publishes into your branded portal with secure access built in, so each client sees only their own data. Hosting and permissions are handled by the platform, not the AI. Start from 30+ pre-made app templates or build from scratch, then keep editing by chat. Assembly fits the stack you already use, with QuickBooks and Xero invoice sync, Zapier, Make, webhooks, an API, and an MCP connector for Claude. Trusted by 1,000+ businesses serving 1M+ clients. SOC 2 Type II, with HIPAA BAA available. Start free at assembly.com, no credit card required.

Average Rating: 4.7/5.0

Total Reviews: 346

How Do G2 Users Rate Assembly?

  • Optimization: 7.4/10 (Category avg: 8.7/10)
  • Resources: 6.4/10 (Category avg: 8.7/10)
  • Content: 8.8/10 (Category avg: 8.9/10)
  • Ease of Use: 9.3/10 (Category avg: 9.1/10)

Who Is the Company Behind Assembly?

  • Seller: Assembly
  • Company Website:
  • Year Founded: 2020
  • HQ Location: New York, US
  • Twitter: @assemblycom
    60,010 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    44 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Owner
  • Top Industries: Marketing and Advertising, Accounting
  • Company Size: 90% Small, 5% Medium

What Do G2 Reviewers Say About Assembly?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Assembly, enhancing their ability to share and manage information effectively.
  • Users highlight the easy setup of Assembly, enabling quick user onboarding and efficient workflow integration.
  • Users commend the responsive customer support of Assembly, which enhances their overall experience with the platform.
  • Users love the intuitive setup of Assembly, enjoying seamless integrations and a straightforward client management process.
  • Users appreciate the professional look and comprehensive service delivery of Assembly, enhancing client satisfaction significantly.
Cons
  • Users desire more missing features in Assembly, hoping for enhancements like Rich text and better integration opportunities.
  • Users express desire for more features as current options lead to limited integration and customization capabilities.
  • Users desire more customization options for the client portal, feeling limited by the current capabilities.
  • Users note the lack of features in Assembly, feeling it resembles a 'beta version' at times.
  • Users find the integration issues with other software limit the overall functionality and flexibility of Assembly.

What Are Recent G2 Reviews of Assembly?

What Are G2 Users Discussing About Assembly?

Vitally

Vitally is the AI-powered Customer Success Platform built to help Customer Success teams, CS Ops leaders, and revenue-driven organizations deliver exceptional customer experiences, overcome challenges, operate with greater efficiency, and drive measurable business growth. In today’s competitive SaaS landscape, CS teams need more than just data visibility. They need actionable intelligence. Vitally unifies all of your customer-facing data from across your tech stack into a single source of truth with real-time, bi-directional integrations. This ensures your Customer Success team always has the most accurate, up-to-date insights to guide strategic decisions. With AI at its core, Vitally predicts churn risk, uncovers expansion opportunities, and helps teams prioritize the right actions at the right time. Customer Success leaders can analyze account and user health, track lifecycle stages, and segment customers with precision. Intelligent Health Scores highlight areas that need immediate attention, while lifecycle tracking ensures every customer stays on the path to success. Vitally is built to empower CS Ops teams to standardize and automate critical workflows. From onboarding to renewals, CS-specific project management keeps teams organized and aligned. Automated notifications and AI-assisted Playbooks adapt to changing customer needs, ensuring timely engagement and consistent delivery of value. Our advanced analytics and reporting tools transform raw customer data into visually rich dashboards and actionable insights. Customer Success managers can identify trends, celebrate wins, and surface opportunities for revenue growth. Vitally gives leaders the ability to measure performance, prove the impact of Customer Success, and make data-backed decisions. From fast-growing startups to established B2B SaaS leaders, companies choose Vitally for its combination of AI-powered insights, deep integrations, and intuitive user experience. Vitally enables organizations to proactively reduce churn, improve net revenue retention, and deliver measurable results at scale. Schedule a demo today to see how Vitally’s AI-driven Customer Success Platform can transform your CS operations, empower your team, and help you achieve your most ambitious growth goals.

Average Rating: 4.5/5.0

Total Reviews: 705

How Do G2 Users Rate Vitally?

  • Optimization: 8.2/10 (Category avg: 8.7/10)
  • Resources: 8.2/10 (Category avg: 8.7/10)
  • Content: 8.2/10 (Category avg: 8.9/10)
  • Ease of Use: 8.5/10 (Category avg: 9.1/10)

Who Is the Company Behind Vitally?

  • Seller: Vitally
  • Company Website:
  • Year Founded: 2017
  • HQ Location: New York
  • Twitter: @vitally_io
    474 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    136 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Customer Success Manager, CSM
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 55% Medium, 40% Small

What Do G2 Reviewers Say About Vitally?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use in Vitally, appreciating its intuitive interface and helpful features for daily tasks.
  • Users appreciate the easy integrations of Vitally, enhancing workflow efficiency through seamless connections with other platforms.
  • Users enjoy the intuitive interface of Vitally, finding it easy to use for diverse applications.
  • Users love the 100% customization of Vitally, finding it essential for enhancing their customer support experience.
  • Users value the automation capabilities of Vitally for streamlining tasks and enhancing workflow efficiency.
Cons
  • Users find Vitally's complexity daunting, requiring significant time and effort for setup and customization, especially for non-tech users.
  • Users express frustration with integration issues, needing more native options and facing workaround challenges for connectivity.
  • Users note a steep learning curve with Vitally, requiring time and team investment for effective use.
  • Users find Vitally not intuitive, requiring significant time and investment to fully understand and navigate the system.
  • Users note a steep learning curve with Vitally, requiring significant time and technical effort for effective utilization.

What Are Recent G2 Reviews of Vitally?

What Are G2 Users Discussing About Vitally?

Product Fruits

No-code product adoption platform for user onboarding, feature adoption and in-app support. Product Fruits is a digital adoption platform that helps product and customer success teams guide users to value, drive feature adoption and deliver in-app support. Without writing code. Build product tours, checklists, hints, tooltips and announcements to onboard new users and roll out new features. Layer in an in-app help center, embedded knowledge base and NPS surveys to scale support and catch friction before it becomes a ticket. Two things set Product Fruits apart: 1. Product Fruits Flows guide every user to the next right step. Instead of showing everyone the same generic tour, Flows adapt to where each user is — their role, their progress, their behavior — so the right guidance appears at the right moment. Users never get stuck, and they never see steps they've already mastered. 2. Product Fruits AI is the speed layer. It drafts Flows, copy and adaptive logic in minutes, with no design or engineering sprints. Teams ship and iterate on their own. Elvin AI, the in-app help agent, answers users' questions from your own help docs. #Who it's for Built for product teams who own activation and adoption, and CS teams who own retention and support. Common industries include financial services, education, healthcare, e-commerce and SaaS. #What you can do with Product Fruits - Shorten time to value with personalized user onboarding journeys - Increase feature adoption by guiding users to new capabilities - Reduce churn by addressing struggles before users disengage - Scale user onboarding across thousands of users without manual effort - Lower support tickets with contextual answers where users need them #How it works Setup takes two steps. First, install the Product Fruits Chrome extension to build tours and guidance flows visually. Then add a JavaScript snippet to your application to publish experiences live. Most teams complete setup in under an hour. #What's included - Flows & guidance: Adaptive product tours, checklists, tooltips and beacons that route each user to their next right step - AI personalization: Product Fruits AI drafts flow structure and copy that adapts to each user - In-app communication: AI-generated announcements, banners, pop-ups and newsfeeds that keep users informed about updates and features - Feedback & insights: Contextual and NPS surveys based on user behavior, capturing sentiment and surfacing friction - Knowledge & support: Centralized help center and Elvin AI answering questions from your approved sources, #Why teams choose Product Fruits AI powers every feature and Product Fruits Flows make sure that power lands at the right moment. From building tours to answering support questions, Product Fruits personalizes each step of the journey. The result: faster adoption, higher satisfaction and fewer support escalations.

Average Rating: 4.6/5.0

Total Reviews: 255

How Do G2 Users Rate Product Fruits?

  • Content: 10.0/10 (Category avg: 8.9/10)
  • Ease of Use: 8.7/10 (Category avg: 9.1/10)

Who Is the Company Behind Product Fruits?

  • Seller: Product Fruits
  • Company Website:
  • Year Founded: 2019
  • HQ Location: Prague, CZ
  • Twitter: @productfruits
    21 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    27 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Product Manager, CTO
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 64% Small, 25% Medium

What Do G2 Reviewers Say About Product Fruits?

AI-generated summary from verified user reviews

Pros
  • Users praise the ease of use of Product Fruits, facilitating intuitive onboarding and guiding without technical hassles.
  • Users praise the excellent customer support, highlighting responsiveness and clarity as key benefits during onboarding.
  • Users love the easy setup of Product Fruits, enabling seamless onboarding without additional assistance.
  • Users love the intuitive design of Product Fruits, simplifying onboarding and enhancing the overall user experience.
  • Users appreciate the intuitive and user-friendly interface of Product Fruits, making tooltips and onboarding easy to create.
Cons
  • Users note that customization options are limited, making it challenging for deeper adjustments and advanced design features.
  • Users note a learning curve due to many features and settings that require time to fully master.
  • Users find difficult customization a challenge due to limited flexibility and requirements for additional coding effort.
  • Users find the analytics reporting inadequate, hindering their ability to measure improvements and user engagement effectively.
  • Users find the product expensive due to fluctuating MAU pricing, risking potential overcharges from inaccurate setup.

What Are Recent G2 Reviews of Product Fruits?

Moxo

Moxo is the AI orchestration platform built for business operations teams. From manual coordination to intelligent orchestration, Moxo transforms the way organizations run complex processes. The old way relies on scattered emails and manual follow-ups; the Moxo way keeps every step clear, connected, and accountable. We put human actions and decisions at the center of workflows, while AI and automation clear the manual work behind the scenes. By connecting people, systems, and AI, Moxo drives the right actions, from the right people, at the right time —whether it’s client onboarding, multi-party approvals, or ongoing account management. Business teams can eliminate bottlenecks, reduce drop-offs, and keep critical milestones moving forward. Trusted by leading global enterprises across financial services, consulting, legal, and healthcare, Moxo is the smarter way to orchestrate mission-critical workflows with confidence.

Average Rating: 4.5/5.0

Total Reviews: 192

How Do G2 Users Rate Moxo?

  • Optimization: 8.4/10 (Category avg: 8.7/10)
  • Resources: 8.8/10 (Category avg: 8.7/10)
  • Content: 9.1/10 (Category avg: 8.9/10)
  • Ease of Use: 8.9/10 (Category avg: 9.1/10)

Who Is the Company Behind Moxo?

  • Seller: Moxo
  • Company Website:
  • Year Founded: 2012
  • HQ Location: Cupertino, CA
  • Twitter: @PoweredByMoxo
    10,432 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    220 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Director
  • Top Industries: Financial Services, Marketing and Advertising
  • Company Size: 80% Small, 18% Medium

What Do G2 Reviewers Say About Moxo?

AI-generated summary from verified user reviews

Pros
  • Users love the ease of use of Moxo, finding the interface extremely user-friendly and efficient for their needs.
  • Users appreciate the outstanding customer support from Moxo, enhancing their experience and efficiency with the platform.
  • Users find Moxo's team collaboration features effective, making task assignments and communication seamless and integrated.
  • Users value Moxo for its responsive support and effective solutions in managing client communication and project tasks.
  • Users value the effective communication capabilities of Moxo, enhancing collaboration and streamlining client interactions.
Cons
  • Users note a lack of essential features in Moxo, such as client portal simulations and advanced notification controls.
  • Users note the limited features of Moxo, wishing for more control and better integration options.
  • Users find Moxo lacking features, such as missing client portal simulation and limited notification controls.
  • Users find limited customization in Moxo, lacking key features like client portal simulation and enhanced notification control.
  • Users experience integration issues with Moxo, wishing for improved automation and calendar syncing features.

What Are Recent G2 Reviews of Moxo?

What Are G2 Users Discussing About Moxo?

Progress ShareFile

Progress® ShareFile® AI-powered document collaboration platform is designed to help businesses run client work from start to finish—securely, efficiently and with less friction. Built for organizations that handle sensitive information—such as accounting, legal and financial services—ShareFile software goes beyond traditional file transfer tools to support a more connected, end-to-end client experience. From document collection and collaboration to approvals, e-signatures and secure storage, ShareFile unifies key stages of client work in a single, secure platform. With ShareFile, teams can securely share files, manage document workflows and collaborate with clients through branded client portals—while helping maintain visibility into documents, requests and client interactions. Instead of juggling disconnected tools, businesses can streamline processes, reduce manual work and create more consistent, professional client experiences. ShareFile combines secure file transfer, client portals, document workflow automation and e-signature capabilities into one solution, helping teams move work faster, while helping organizations manage sensitive data. Key capabilities include: • Secure file sharing and large file transfer with encrypted email and attachments • Client portals for structured, branded collaboration and document exchange • Document workflow automation for intake, approvals, onboarding and repeatable processes • Built-in e-signature, forms and approvals to help complete work without switching tools • AI-powered document automation, including intake, summarization and instant Q&A • Granular permissions, audit trails and governance controls to help improve visibility and support compliance efforts • Advanced security features, including encryption in transit and at rest, plus tools that support secure client interactions By unifying people, processes and data into a single platform, ShareFile helps reduce tool sprawl and enables teams to scale client work without increasing complexity. Benefits can include improved efficiency, more consistent client experiences and stronger operational outcomes. ShareFile is a modern alternative to legacy FTP systems and basic file-sharing tools—purpose-built to help organizations run client work end-to-end, improve client experiences and operate with greater confidence.

Average Rating: 4.2/5.0

Total Reviews: 1,479

How Do G2 Users Rate Progress ShareFile?

  • Ease of Use: 8.5/10 (Category avg: 9.1/10)

Who Is the Company Behind Progress ShareFile?

  • Seller: Progress Software
  • Company Website:
  • Year Founded: 1981
  • HQ Location: Burlington, MA.
  • Twitter: @ProgressSW
    48,773 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    4,242 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner, Office Manager
  • Top Industries: Accounting, Information Technology and Services
  • Company Size: 37% Small, 33% Medium

What Do G2 Reviewers Say About Progress ShareFile?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of ShareFile, noting its efficient setup and smooth document management.
  • Users value the exceptional security of ShareFile, ensuring safe and reliable file sharing and management across devices.
  • Users value the secure file sharing of ShareFile, enhancing collaboration and simplifying document management effectively.
  • Users value the secure and easy file sharing of Progress ShareFile, enhancing collaboration and document management efforts.
  • Users appreciate the secure sharing of Progress ShareFile, enabling smooth collaboration with internal and external teams.
Cons
  • Users find it difficult to access shared folders and experience issues with file duplication and account requirements.
  • Users find the interface issues of Progress ShareFile challenging, especially for newcomers navigating its complex features.
  • Users experience slow performance with Progress ShareFile, including lag in syncing, navigation, and connectivity issues.
  • Users find the pricing to be expensive, particularly challenging for small teams or startups needing flexibility.
  • Users find the interface usability lacking, citing complexity and clutter that can overwhelm new users.

What Are Recent G2 Reviews of Progress ShareFile?

What Are G2 Users Discussing About Progress ShareFile?

Process Street

Process Street is a Compliance Operations Platform that helps teams run their most critical processes the right way, every time. Powered by AI agents, it ensures that policies are enforced, tasks are completed in the correct order, and everything is fully documented for audit readiness. Process Street is built for operational and compliance teams who need more control than task management tools offer, but without the complexity of legacy BPM or GRC systems. It enables anyone on the team to create, update, and run structured workflows without writing code. Instead of just documenting procedures, Process Street turns them into live, trackable processes that drive real execution. The platform consists of three tightly integrated layers. First, document management allows teams to centralize policies, SOPs, and handbooks with full version control, approval workflows, and role-based permissions. Second, the process management engine turns those documents into workflows that assign tasks, route approvals, and collect data. Third, AI works across both layers to generate and optimize workflows, complete tasks inside them, and keep a complete record of execution as work happens. Organizations use Process Street to maintain compliance with frameworks such as ISO 9001, SOC 2, HIPAA, and others, without relying on manual oversight or last-minute audit preparation. Key capabilities include: • AI workflow generation that builds a complete workflow from a short instruction or an uploaded existing document, including due dates, assignments, approvals, stop tasks, and variables • AI tasks inside workflows for document analysis, data transformation, generated task instructions, and drafted email content • No code workflow automation with tasks, forms, logic rules, and approvals • Controlled document management with audit trails, permissions, and version history • Automatic audit readiness with complete tracking of task activity and execution history • Integration with over 8,000 tools, including Salesforce, Slack, Workday, and Google Workspace, through native integrations, an open API, webhooks, and connectors for Zapier, Make, and Power Automate • Customer data is never used to train AI models Process Street is used across industries like healthcare, financial services, real estate, and manufacturing. It is especially valuable to teams in operations, compliance, quality, and HR who need to ensure consistency, reduce risk, and prove that every step was followed. By combining structure, automation, and intelligence, Process Street helps teams replace manual processes with scalable systems that deliver control, visibility, and confidence across the business.

Average Rating: 4.6/5.0

Total Reviews: 451

How Do G2 Users Rate Process Street?

  • Optimization: 8.6/10 (Category avg: 8.7/10)
  • Resources: 8.3/10 (Category avg: 8.7/10)
  • Content: 8.7/10 (Category avg: 8.9/10)
  • Ease of Use: 8.8/10 (Category avg: 9.1/10)

Who Is the Company Behind Process Street?

  • Seller: Process Street
  • Company Website:
  • Year Founded: 2014
  • HQ Location: San Francisco, US
  • Twitter: @processstreet
    2,777 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    54 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Owner
  • Top Industries: Real Estate, Information Technology and Services
  • Company Size: 70% Small, 24% Medium

What Do G2 Reviewers Say About Process Street?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Process Street, finding it straightforward for managing and customizing workflows efficiently.
  • Users value the efficiency of Process Street, enjoying its flexibility and ease of use for daily tasks.
  • Users value the process efficiency of Process Street, benefiting from its flexibility and ease of setup.
  • Users find that Process Street provides effective task management, streamlining workflows and enhancing productivity significantly.
  • Users appreciate the built-in automation of Process Street, finding it flexible, easy to use, and highly configurable.
Cons
  • Users find the learning curve challenging, especially with advanced features that can overwhelm new users initially.
  • Users find the learning difficulty of advanced features challenging, making initial usage and support access frustrating.
  • Users feel the limited customization options restrict their ability to tailor Process Street to their specific needs.
  • Users find the complexity of the setup process in Process Street challenging, demanding significant time and learning efforts.
  • Users highlight the missing features in Process Street, such as a search option and enhanced form functionality.

What Are Recent G2 Reviews of Process Street?

What Are G2 Users Discussing About Process Street?

OnRamp

OnRamp is an intelligent customer onboarding and engagement solution designed to help businesses streamline their customer success processes. By automating the onboarding project kick-off directly from the CRM, OnRamp enables organizations to provide a more efficient and personalized experience for their customers. This software solution focuses on reducing the time it takes for customers to realize value from a product or service, thereby minimizing churn risk and fostering long-term relationships. Targeted primarily at customer success teams, OnRamp is particularly beneficial for companies that prioritize customer engagement and retention. It caters to a diverse range of industries, including SaaS, e-commerce, and service-based businesses, where effective onboarding is crucial for maximizing customer satisfaction and loyalty. The platform's personalized workflows guide customers through the onboarding process, ensuring that they receive the support and resources they need at every stage of their journey. Key features of OnRamp include real-time visibility into onboarding progress, inline collaboration tools, and usage insights that keep customers engaged. The ability to monitor onboarding milestones and track customer interactions allows businesses to proactively address any challenges that may arise, further enhancing the customer experience. Additionally, the scalable workflows offered by OnRamp enable organizations to deliver a high-touch experience without the need for increasing headcount, making it a cost-effective solution for managing customer success initiatives. By leveraging OnRamp, companies can achieve faster onboarding times, higher product adoption rates, and stronger customer relationships. The platform not only helps in retaining existing customers but also supports revenue growth through expansion opportunities. As businesses utilize OnRamp to enhance their customer engagement strategies, they can expect measurable improvements in customer satisfaction and loyalty, ultimately transforming customer success into a sustainable growth engine.

Average Rating: 4.4/5.0

Total Reviews: 200

How Do G2 Users Rate OnRamp?

  • Optimization: 8.2/10 (Category avg: 8.7/10)
  • Resources: 8.2/10 (Category avg: 8.7/10)
  • Content: 8.6/10 (Category avg: 8.9/10)
  • Ease of Use: 8.8/10 (Category avg: 9.1/10)

Who Is the Company Behind OnRamp?

Who Uses This Product?

  • Who Uses This: Implementation Specialist, Customer Success Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 50% Medium, 46% Small

What Do G2 Reviewers Say About OnRamp?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of OnRamp, enhancing collaboration and streamlining onboarding processes effectively.
  • Users commend the unmatched customer support from OnRamp, enhancing implementation and overall experience significantly.
  • Users value the streamlined efficiency of OnRamp, enhancing project management and improving customer experience effortlessly.
  • Users appreciate the efficient task management in OnRamp, enhancing organization and productivity for better project execution.
  • Users value the effective team collaboration features of OnRamp, enhancing project tracking and communication for better outcomes.
Cons
  • Users experience missing features such as inadequate customer mention visibility and limited customization options in OnRamp.
  • Users face a steep learning curve with OnRamp, finding navigation and efficient usage challenging due to numerous features.
  • Users highlight missing functionality in OnRamp, such as lack of subtasks and complicated internal contributor interface.
  • Users express frustration over the limited customization options in OnRamp, finding bulk updates tedious and inflexible.
  • Users experience issues with field population and bulk updates, making task management tedious and inefficient.

What Are Recent G2 Reviews of OnRamp?

spektr

spektr is an AI-powered compliance platform that helps banks, fintechs and other regulated businesses manage KYC, KYB and AML processes across customer onboarding, ongoing monitoring, transaction monitoring and case resolution. It combines configurable workflows with AI agents, governed by policies set by the customer’s own compliance team. spektr is used by product, operations and compliance teams. Product teams use it to configure onboarding flows for new products and markets without engineering work. Operations teams use it to handle onboarding, alerts and case work at higher volume. Compliance and risk teams use it to define the policies that govern the platform and to review the evidence behind each decision. The platform covers four main use cases: 1. Customer onboarding: KYC and KYB workflows that connect internal data and third-party verification providers, covering identity checks, entity verification and ultimate beneficial owner (UBO) mapping, with automated approvals, holds and reviews. 2. Customer monitoring: ongoing monitoring of customer risk that detects risk events, filters routine noise and triggers workflows when a customer’s profile changes. 3. Transaction monitoring: detection rules built in a visual builder, including velocity checks, thresholds and multi-leg patterns, run in real time, retrospectively or on a schedule. Each alert records the rule that fired, the values that breached it and the transactions involved. 4. Case operations: AI agents that gather evidence and prepare cases for sanctions, PEP and adverse media reviews, alert triage and periodic reviews. Each task returns an answer, a confidence level, a recommended disposition and citations to the evidence used. Final decisions are made by a person. Across all four use cases, spektr’s Policy Engine converts policy documents into individual rules that the compliance team approves, edits or rejects. Approved rules are versioned, and workflows and AI agents are checked against them before going live. Onboarding and monitoring share the same customer record. Data collected at onboarding, such as risk level, tenure and segment, can be used in monitoring rules, and alert and case outcomes update the customer’s risk profile. AI agents gather evidence only from data sources the customer approves, such as Dun & Bradstreet, ComplyAdvantage, Kyckr and OpenCorporates. Every action, approval and piece of evidence is recorded in an audit trail. spektr is used by regulated businesses in more than 15 countries, including Santander Leasing, Pleo, Trustly, Nexi and Mercuryo. The company was founded by the team behind HelloFlow, a no-code onboarding platform acquired by Trulioo in 2022, and is headquartered in Copenhagen with offices in London and Iași.

Average Rating: 4.8/5.0

Total Reviews: 25

How Do G2 Users Rate spektr?

  • Optimization: 10.0/10 (Category avg: 8.7/10)
  • Resources: 7.5/10 (Category avg: 8.7/10)
  • Content: 10.0/10 (Category avg: 8.9/10)
  • Ease of Use: 9.2/10 (Category avg: 9.1/10)

Who Is the Company Behind spektr?

  • Seller: spektr
  • Company Website:
  • Year Founded: 2023
  • HQ Location: Copenhagen, DK
  • LinkedIn® Page: www.linkedin.com
    67 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Financial Services
  • Company Size: 58% Medium, 23% Small

What Do G2 Reviewers Say About spektr?

AI-generated summary from verified user reviews

Pros
  • Users highlight the ease of use of Spektr, appreciating its intuitive and customizable interface for compliance processes.
  • Users praise the intuitive design of Spektr, allowing easy customization and seamless management of KYC/KYB processes.
  • Users value the intuitive and customizable experience of Spektr, enhancing their ability to manage KYC/KYB processes effortlessly.
  • Users appreciate the customization capabilities of Spektr, enabling intuitive setups for personalized compliance processes.
  • Users love the intuitive user interface of Spektr, making complex processes simple and customizable for everyone.
Cons
  • Users desire added functionality, specifically transaction monitoring capabilities, to enhance their experience with spektr.

What Are Recent G2 Reviews of spektr?

GUIDEcx

GUIDEcx is the world's leading Client Onboarding solution that creates a seamless transition between your sales and implementation process. With over five years and 300,000 successful onboarding projects completed, we know how to leverage our wisdom to deliver consistent Customer Onboarding experiences. Our process is designed to drive engagement, increase efficiency, and expand capacity without sacrificing quality of service. Easy to integrate into your existing CRM, GUIDEcx has custom templates, different customer views for each role, purpose-built integrations, and robust reporting. We don't just move your process to our software, our Professional Services team and Guide University resources are here to Guide and support you through every step of the process to accelerate time to value and maximize your onboarding team productivity. Reach out today to and we can help you bring your Customer Onboarding experience to new heights.

Average Rating: 4.6/5.0

Total Reviews: 461

How Do G2 Users Rate GUIDEcx?

  • Optimization: 8.2/10 (Category avg: 8.7/10)
  • Resources: 8.4/10 (Category avg: 8.7/10)
  • Content: 8.6/10 (Category avg: 8.9/10)
  • Ease of Use: 8.8/10 (Category avg: 9.1/10)

Who Is the Company Behind GUIDEcx?

  • Seller: GuideCX
  • Year Founded: 2017
  • HQ Location: Lehi, Utah
  • Twitter: @guidecx
    173 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    52 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Project Manager, Implementation Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 52% Medium, 39% Small

What Do G2 Reviewers Say About GUIDEcx?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of GUIDEcx, making the platform simple to navigate and implement.
  • Users commend the responsive customer support from GUIDEcx, which enhances their onboarding and project management experience.
  • Users commend how GUIDEcx enables seamless project management, enhancing onboarding efficiency and team communication.
  • Users find GUIDEcx's ease of learning exceptional, allowing smooth navigation and quick mastery of the platform.
  • Users highlight the effective team collaboration features of GUIDEcx, enhancing communication and project management effortlessly.
Cons
  • Users note a steep learning curve with GUIDEcx that requires mental effort for initial setup and customization.
  • Users experience slow loading times that hinder navigation and overall user experience in GUIDEcx.
  • Users report glitches and hiccups in GUIDEcx, particularly with ticket creation and profile impersonation issues.
  • Users note the complexity in setting up GUIDEcx, which may require significant mental effort for unclear onboarding flows.
  • Users report experiencing glitches such as lag and unexpected logouts, affecting their workflow significantly.

What Are Recent G2 Reviews of GUIDEcx?

What Are G2 Users Discussing About GUIDEcx?

Custify

Custify is the customer success platform designed to help SaaS businesses reduce churn, boost customer lifetime value, and deliver world-class customer experiences. With an intuitive interface and powerful features, Custify empowers Customer Success teams to manage every aspect of the customer journey—from seamless onboarding to proactive renewal and expansion—using real-time health scores, automated alerts, and predictive analytics. Custify integrates data across your entire tech stack, providing a centralized, single source of truth for each customer. This allows teams to quickly spot churn risks, capitalize on upsell opportunities, and deliver personalized customer interactions at scale. With automated workflows, customizable playbooks, and intelligent segmentation, Custify streamlines routine tasks, enabling your team to focus on building relationships and driving customer success outcomes that matter. Setting up Custify is a breeze with our concierge onboarding service, ensuring you’re up and running in hours—not weeks. Our platform integrates effortlessly with your CRM, support systems, and other essential tools, giving you unmatched visibility and collaboration across teams. Custify’s powerful analytics and customizable dashboards make it easy to monitor key metrics, track customer health, and measure the success of your initiatives. Join leading SaaS companies that trust Custify to optimize their Customer Success operations and drive sustainable growth. Deliver exceptional customer experiences, reduce churn, and maximize customer lifetime value with the best Customer Success platform for your SaaS business. Book a demo today to see how Custify transforms your customer success strategy at scale.

Average Rating: 4.7/5.0

Total Reviews: 529

How Do G2 Users Rate Custify?

  • Optimization: 8.3/10 (Category avg: 8.7/10)
  • Resources: 7.7/10 (Category avg: 8.7/10)
  • Content: 8.0/10 (Category avg: 8.9/10)
  • Ease of Use: 9.2/10 (Category avg: 9.1/10)

Who Is the Company Behind Custify?

  • Seller: Custify
  • Year Founded: 2017
  • HQ Location: Bucharest, Romania
  • Twitter: @CustifySRL
    628 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    41 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Customer Success Manager, CSM
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 63% Small, 33% Medium

What Do G2 Reviewers Say About Custify?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Custify, benefiting from intuitive features that streamline customer management.
  • Users value the responsive customer support of Custify, always available to provide assistance and guidance.
  • Users find Custify to be intuitive and easy to use, making it accessible for all departments and individuals.
  • Users value the versatile integration options of Custify, enhancing adaptability and collaboration across teams and tools.
  • Users value the robust automation features of Custify, streamlining tasks and enhancing customer success strategies.
Cons
  • Users note the missing features in Custify, highlighting issues with tracking, communication, and documentation.
  • Users find the email functionality lacking with limited reporting and improvement needed in tracking features.
  • Users find limited customization options frustrating, affecting their ability to tailor the interface to their needs.
  • Users note the steep learning curve for Custify, with setup and UI improvements often proving challenging.
  • Users find Custify to be not intuitive, struggling with an outdated UI and complex settings that hinder usability.

What Are Recent G2 Reviews of Custify?

What Are G2 Users Discussing About Custify?

Totango

Totango is a Customer Growth platform for driving customer value and revenue at scale, combining scalable customer management, predictive revenue intelligence, and a strategic, value-based post-sales methodology to transform how companies prove customer ROI, drive retention, and earn expansion. The Customer Growth Platform includes Totango Customer Success and Unison Customer Intelligence. Each of these solutions plays a distinct role in the Customer-Led Growth through value realization methodology. Totango Customer Success focuses on tracking customer health and engagement, enabling teams to proactively address potential issues and foster long-term relationships. Unison Customer Intelligence aggregates data from multiple sources, offering insights that help organizations understand customer behavior and preferences. Totango's target audience and target buyers include mid-sized to large enterprises across various industries that prioritize customer retention, renewals, and expansion and that generally rely on subscription-based models, where maintaining customer loyalty is critical to their revenue growth. Key features of Totango include customizable dashboards, real-time analytics, and automated workflows. These tools enable users to visualize customer data effectively, monitor key performance indicators, and automate routine tasks, thereby enhancing efficiency. The platform also supports collaboration among teams, allowing for seamless communication and alignment on customer goals. By providing actionable insights, Totango empowers organizations to refine their revenue strategies and make informed decisions that drive growth. Overall, Totango stands out as a leader in the Customer Success category by offering a holistic approach to managing customer relationships. Its integration of various tools and functionalities allows enterprises to gain a deeper understanding of their customers, ultimately leading to improved satisfaction and loyalty. By investing in Totango, organizations can position themselves for long-term success in an increasingly competitive landscape.

Average Rating: 4.3/5.0

Total Reviews: 1,141

How Do G2 Users Rate Totango?

  • Optimization: 8.0/10 (Category avg: 8.7/10)
  • Resources: 8.3/10 (Category avg: 8.7/10)
  • Content: 8.0/10 (Category avg: 8.9/10)
  • Ease of Use: 8.2/10 (Category avg: 9.1/10)

Who Is the Company Behind Totango?

  • Seller: Totango
  • Company Website:
  • Year Founded: 2010
  • HQ Location: New York, NY
  • LinkedIn® Page: www.linkedin.com
    116 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Customer Success Manager, CSM
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 57% Medium, 22% Small

What Do G2 Reviewers Say About Totango?

AI-generated summary from verified user reviews

Pros
  • Users find Totango to be easy to use, simplifying setup and enhancing account tracking and daily workflows.
  • Users value the excellent customer support from Totango, enhancing their effectiveness and simplifying account management.
  • Users appreciate the robust functionality of Totango, enabling seamless campaign management and valuable insights.
  • Users appreciate the customization options in Totango, enhancing account management and improving customer adoption strategies.
  • Users value the efficiency of Totango, streamlining workflows and enhancing productivity across the customer journey.
Cons
  • Users find the learning curve steep, as the overload of data makes it challenging to identify key information quickly.
  • Users face integration issues with Totango, particularly with Salesforce, hindering a seamless experience across platforms.
  • Users find missing features in Totango, such as limited analysis tools and poor campaign templates, frustrating.
  • Users find the limited customization options in Totango hinder their ability to tailor the product effectively.
  • Users face a steep learning curve with Totango, finding it overwhelming and lacking sufficient educational resources.

What Are Recent G2 Reviews of Totango?

What Are G2 Users Discussing About Totango?

Inia Debnath
ID
Researched and written by Inia Debnath
Updated April 10, 2026