Best Software for 2025 is now live!
View the Winners
|| products.size

Best Enterprise Client Onboarding Software

Subhransu Sahu
SS
Researched and written by Subhransu Sahu

Products classified in the overall Client Onboarding category are similar in many regards and help companies of all sizes solve their business problems. However, enterprise business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Enterprise Business Client Onboarding to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Enterprise Business Client Onboarding category.

In addition to qualifying for inclusion in the Client Onboarding Software category, to qualify for inclusion in the Enterprise Business Client Onboarding Software category, a product must have at least 10 reviews left by a reviewer from an enterprise business.

G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

1 filter applied
Clear All
Clear Filter
More Filters
Market Segments
All Segments
Small Business
Mid Market
Enterprise
Avg. Customer Review
Language
Pricing
Best of breed or All in one
Sort by
Clear All

9 Listings in Enterprise Client Onboarding Software Available

  • Sort By:
    G2 Score
Rocketlane
By Rocketlane Corp
(739)4.8 out of 5
Optimized for quick response
1st Easiest To Use in Client Onboarding software
Save to My Lists
Free trial available
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Rocketlane is a purpose-built platform for customer onboarding, implementation, and Professional Services Automation. Modern businesses like Clari, Mixmax, GoCardless, nCloud Integrators, etc., use Ro

    Users
    • Customer Success Manager
    • Software Engineer
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 56% Mid-Market
    • 30% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Rocketlane is a project management tool that integrates with CRM systems and offers features for task creation, project saving, and collaboration with teams and stakeholders.
    • Reviewers like Rocketlane's intuitive interface, seamless collaboration features, and the visibility it provides on projects, with many praising its user-friendly nature, efficient customer support, and the ability to create custom automations.
    • Users reported occasional lags, minor bugs, and issues with the Gantt chart, as well as difficulties with the platform's bulk data upload feature, the resetting of project page sorting, and the complexity of the onboarding experience.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Rocketlane Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    341
    Project Management
    202
    Project Tracking
    148
    Task Management
    120
    Time Tracking
    116
    Cons
    Missing Features
    60
    Slow Loading
    58
    Slow Performance
    49
    Learning Curve
    41
    Task Management
    38
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Rocketlane features and usability ratings that predict user satisfaction
    8.9
    Optimization
    Average: 8.7
    9.0
    Resources
    Average: 8.7
    8.8
    Content
    Average: 8.7
    9.2
    Ease of Use
    Average: 9.0
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Rocketlane Corp
    Company Website
    Year Founded
    2020
    HQ Location
    Walnut, US
    Twitter
    @RocketlaneHQ
    1,365 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    148 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Rocketlane is a purpose-built platform for customer onboarding, implementation, and Professional Services Automation. Modern businesses like Clari, Mixmax, GoCardless, nCloud Integrators, etc., use Ro

Users
  • Customer Success Manager
  • Software Engineer
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 56% Mid-Market
  • 30% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Rocketlane is a project management tool that integrates with CRM systems and offers features for task creation, project saving, and collaboration with teams and stakeholders.
  • Reviewers like Rocketlane's intuitive interface, seamless collaboration features, and the visibility it provides on projects, with many praising its user-friendly nature, efficient customer support, and the ability to create custom automations.
  • Users reported occasional lags, minor bugs, and issues with the Gantt chart, as well as difficulties with the platform's bulk data upload feature, the resetting of project page sorting, and the complexity of the onboarding experience.
Rocketlane Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
341
Project Management
202
Project Tracking
148
Task Management
120
Time Tracking
116
Cons
Missing Features
60
Slow Loading
58
Slow Performance
49
Learning Curve
41
Task Management
38
Rocketlane features and usability ratings that predict user satisfaction
8.9
Optimization
Average: 8.7
9.0
Resources
Average: 8.7
8.8
Content
Average: 8.7
9.2
Ease of Use
Average: 9.0
Seller Details
Seller
Rocketlane Corp
Company Website
Year Founded
2020
HQ Location
Walnut, US
Twitter
@RocketlaneHQ
1,365 Twitter followers
LinkedIn® Page
www.linkedin.com
148 employees on LinkedIn®
ChurnZero
By ChurnZero
(1,356)4.7 out of 5
Optimized for quick response
6th Easiest To Use in Client Onboarding software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    ChurnZero is the platform and partner for customer growth. ChurnZero’s dynamic health and relationship scores, forecasting, reporting, trend tracking, and proprietary Customer Success AI™ tell you

    Users
    • Customer Success Manager
    • Director of Customer Success
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 63% Mid-Market
    • 29% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • ChurnZero Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    188
    Helpful
    93
    Customer Support
    91
    Efficiency
    80
    Integrations
    68
    Cons
    Learning Curve
    58
    Not Intuitive
    45
    Steep Learning Curve
    42
    Complexity
    39
    Missing Features
    32
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • ChurnZero features and usability ratings that predict user satisfaction
    8.8
    Optimization
    Average: 8.7
    8.8
    Resources
    Average: 8.7
    8.6
    Content
    Average: 8.7
    8.5
    Ease of Use
    Average: 9.0
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    ChurnZero
    Company Website
    Year Founded
    2015
    HQ Location
    Washington, District of Columbia
    Twitter
    @churnzero
    1,814 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    150 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

ChurnZero is the platform and partner for customer growth. ChurnZero’s dynamic health and relationship scores, forecasting, reporting, trend tracking, and proprietary Customer Success AI™ tell you

Users
  • Customer Success Manager
  • Director of Customer Success
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 63% Mid-Market
  • 29% Small-Business
ChurnZero Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
188
Helpful
93
Customer Support
91
Efficiency
80
Integrations
68
Cons
Learning Curve
58
Not Intuitive
45
Steep Learning Curve
42
Complexity
39
Missing Features
32
ChurnZero features and usability ratings that predict user satisfaction
8.8
Optimization
Average: 8.7
8.8
Resources
Average: 8.7
8.6
Content
Average: 8.7
8.5
Ease of Use
Average: 9.0
Seller Details
Seller
ChurnZero
Company Website
Year Founded
2015
HQ Location
Washington, District of Columbia
Twitter
@churnzero
1,814 Twitter followers
LinkedIn® Page
www.linkedin.com
150 employees on LinkedIn®
Get a quote

G2 Deals

Buying software just got smarter. And cheaper.

This is how G2 Deals can help you:

  • Easily shop for curated – and trusted – software
  • Own your own software buying journey
  • Discover exclusive deals on software
See Exclusive Offers
GUIDEcx
By GuideCX
(451)4.6 out of 5
3rd Easiest To Use in Client Onboarding software
Save to My Lists
Entry Level Price:Starting at $4,700.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 proje

    Users
    • Project Manager
    • Implementation Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 52% Mid-Market
    • 40% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • GUIDEcx is a project management software that helps streamline the onboarding process and manage tasks effectively.
    • Reviewers like the user-friendly interface, the ability to assign tasks, and the visibility it provides into project progress, with many praising its time-saving features and the supportive customer service team.
    • Reviewers experienced some issues with the software, such as the inability to copy tasks between projects, the need for more customization options, and the ticketing system closing tickets sooner than desired.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • GUIDEcx Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    101
    Task Management
    51
    Project Management
    45
    Project Tracking
    38
    Task Tracking
    38
    Cons
    Missing Features
    31
    Missing Functionality
    19
    Email Issues
    16
    Task Management
    16
    Email Functionality
    15
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • GUIDEcx features and usability ratings that predict user satisfaction
    8.2
    Optimization
    Average: 8.7
    8.4
    Resources
    Average: 8.7
    8.5
    Content
    Average: 8.7
    8.9
    Ease of Use
    Average: 9.0
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    GuideCX
    Year Founded
    2017
    HQ Location
    Lehi, Utah
    Twitter
    @guidecx
    176 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    53 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 proje

Users
  • Project Manager
  • Implementation Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 52% Mid-Market
  • 40% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • GUIDEcx is a project management software that helps streamline the onboarding process and manage tasks effectively.
  • Reviewers like the user-friendly interface, the ability to assign tasks, and the visibility it provides into project progress, with many praising its time-saving features and the supportive customer service team.
  • Reviewers experienced some issues with the software, such as the inability to copy tasks between projects, the need for more customization options, and the ticketing system closing tickets sooner than desired.
GUIDEcx Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
101
Task Management
51
Project Management
45
Project Tracking
38
Task Tracking
38
Cons
Missing Features
31
Missing Functionality
19
Email Issues
16
Task Management
16
Email Functionality
15
GUIDEcx features and usability ratings that predict user satisfaction
8.2
Optimization
Average: 8.7
8.4
Resources
Average: 8.7
8.5
Content
Average: 8.7
8.9
Ease of Use
Average: 9.0
Seller Details
Seller
GuideCX
Year Founded
2017
HQ Location
Lehi, Utah
Twitter
@guidecx
176 Twitter followers
LinkedIn® Page
www.linkedin.com
53 employees on LinkedIn®
Read GUIDEcx Reviews
Totango
By Totango
(1,015)4.3 out of 5
Optimized for quick response
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Totango is the trusted Customer Success Platform for enterprises looking to drive growth and deliver exceptional customer value. Consisting of the Totango Customer Success, Unison Customer Intelligenc

    Users
    • Customer Success Manager
    • CSM
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 58% Mid-Market
    • 23% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Totango Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    191
    Helpful
    93
    Positive Experience
    74
    Customer Support
    64
    Customization
    64
    Cons
    Learning Curve
    67
    Limitations
    64
    Integration Issues
    54
    Missing Features
    52
    Lack of Integration
    42
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Totango features and usability ratings that predict user satisfaction
    8.1
    Optimization
    Average: 8.7
    8.3
    Resources
    Average: 8.7
    8.0
    Content
    Average: 8.7
    8.2
    Ease of Use
    Average: 9.0
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Totango
    Company Website
    Year Founded
    2010
    HQ Location
    Redwood City, CA
    Twitter
    @Totango
    7,529 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    116 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Totango is the trusted Customer Success Platform for enterprises looking to drive growth and deliver exceptional customer value. Consisting of the Totango Customer Success, Unison Customer Intelligenc

Users
  • Customer Success Manager
  • CSM
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 58% Mid-Market
  • 23% Small-Business
Totango Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
191
Helpful
93
Positive Experience
74
Customer Support
64
Customization
64
Cons
Learning Curve
67
Limitations
64
Integration Issues
54
Missing Features
52
Lack of Integration
42
Totango features and usability ratings that predict user satisfaction
8.1
Optimization
Average: 8.7
8.3
Resources
Average: 8.7
8.0
Content
Average: 8.7
8.2
Ease of Use
Average: 9.0
Seller Details
Seller
Totango
Company Website
Year Founded
2010
HQ Location
Redwood City, CA
Twitter
@Totango
7,529 Twitter followers
LinkedIn® Page
www.linkedin.com
116 employees on LinkedIn®
Get a quote
Userlane
By Userlane GmbH
(81)4.7 out of 5
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Userlane’s Digital Adoption Platform is designed to make any software application easy to use by guiding people through processes in real-time and offering on-demand support directly within applicatio

    Users
    No information available
    Industries
    • Computer Software
    • Automotive
    Market Segment
    • 40% Enterprise
    • 38% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Userlane Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customer Support
    2
    Ease of Use
    2
    Dashboard Usability
    1
    Helpful
    1
    Intuitive
    1
    Cons
    Bugs
    1
    Learning Curve
    1
    Software Bugs
    1
    Steep Learning Curve
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Userlane features and usability ratings that predict user satisfaction
    8.8
    Optimization
    Average: 8.7
    9.6
    Resources
    Average: 8.7
    9.1
    Content
    Average: 8.7
    8.9
    Ease of Use
    Average: 9.0
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Userlane GmbH
    Year Founded
    2016
    HQ Location
    Munich, Bavaria
    Twitter
    @UserlaneHQ
    7,531 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    82 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Userlane’s Digital Adoption Platform is designed to make any software application easy to use by guiding people through processes in real-time and offering on-demand support directly within applicatio

Users
No information available
Industries
  • Computer Software
  • Automotive
Market Segment
  • 40% Enterprise
  • 38% Mid-Market
Userlane Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customer Support
2
Ease of Use
2
Dashboard Usability
1
Helpful
1
Intuitive
1
Cons
Bugs
1
Learning Curve
1
Software Bugs
1
Steep Learning Curve
1
Userlane features and usability ratings that predict user satisfaction
8.8
Optimization
Average: 8.7
9.6
Resources
Average: 8.7
9.1
Content
Average: 8.7
8.9
Ease of Use
Average: 9.0
Seller Details
Seller
Userlane GmbH
Year Founded
2016
HQ Location
Munich, Bavaria
Twitter
@UserlaneHQ
7,531 Twitter followers
LinkedIn® Page
www.linkedin.com
82 employees on LinkedIn®
Read Userlane Reviews
Planhat
By Planhat
(688)4.6 out of 5
Optimized for quick response
12th Easiest To Use in Client Onboarding software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Planhat is a customer platform that provides software and services to help organizations grow lifelong customers. Our platform powers sales, service and customer success products that scale with our c

    Users
    • Customer Success Manager
    • Head of Customer Success
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 60% Mid-Market
    • 33% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Planhat Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    144
    Customer Support
    101
    Positive Experience
    84
    Helpful
    83
    Customer Experience
    73
    Cons
    Learning Curve
    52
    Integration Issues
    42
    Steep Learning Curve
    41
    Complexity
    40
    Limitations
    35
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Planhat features and usability ratings that predict user satisfaction
    8.3
    Optimization
    Average: 8.7
    8.0
    Resources
    Average: 8.7
    8.3
    Content
    Average: 8.7
    8.4
    Ease of Use
    Average: 9.0
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Planhat
    Company Website
    Year Founded
    2015
    HQ Location
    Stockholm, Stockholm County
    Twitter
    @Planhat
    1,030 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    170 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Planhat is a customer platform that provides software and services to help organizations grow lifelong customers. Our platform powers sales, service and customer success products that scale with our c

Users
  • Customer Success Manager
  • Head of Customer Success
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 60% Mid-Market
  • 33% Small-Business
Planhat Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
144
Customer Support
101
Positive Experience
84
Helpful
83
Customer Experience
73
Cons
Learning Curve
52
Integration Issues
42
Steep Learning Curve
41
Complexity
40
Limitations
35
Planhat features and usability ratings that predict user satisfaction
8.3
Optimization
Average: 8.7
8.0
Resources
Average: 8.7
8.3
Content
Average: 8.7
8.4
Ease of Use
Average: 9.0
Seller Details
Seller
Planhat
Company Website
Year Founded
2015
HQ Location
Stockholm, Stockholm County
Twitter
@Planhat
1,030 Twitter followers
LinkedIn® Page
www.linkedin.com
170 employees on LinkedIn®
Get a quote
Cloud Coach
By Cloud Coach
(158)4.5 out of 5
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    From Onboarding to Professional Services and Success, post-sales teams are in constant dialogue with your customers. Touchpoints are fragmented, with colleagues working in system silos, driven by sepa

    Users
    • Project Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 52% Mid-Market
    • 28% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Cloud Coach is a project management tool that integrates with Salesforce to centralize time tracking, workflow, and billing for projects.
    • Users frequently mention the seamless integration with Salesforce, the ability to automate tedious tasks, and the excellent customer service as key benefits of using Cloud Coach.
    • Reviewers mentioned that Cloud Coach can be complex to set up initially, especially for those unfamiliar with Salesforce, and that the interface could be more intuitive, with some users finding the multiple ways to view content confusing.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Cloud Coach Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    59
    Project Management
    41
    Customer Support
    31
    Integrations
    31
    Customization
    28
    Cons
    Missing Features
    18
    Learning Curve
    17
    Access Limitations
    16
    Complexity
    14
    Limited Customization
    12
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Cloud Coach features and usability ratings that predict user satisfaction
    7.5
    Optimization
    Average: 8.7
    8.6
    Resources
    Average: 8.7
    7.4
    Content
    Average: 8.7
    8.1
    Ease of Use
    Average: 9.0
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Cloud Coach
    Company Website
    Year Founded
    2005
    HQ Location
    Fort Collins, Colorado
    Twitter
    @cloudcoach
    121 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    52 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

From Onboarding to Professional Services and Success, post-sales teams are in constant dialogue with your customers. Touchpoints are fragmented, with colleagues working in system silos, driven by sepa

Users
  • Project Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 52% Mid-Market
  • 28% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Cloud Coach is a project management tool that integrates with Salesforce to centralize time tracking, workflow, and billing for projects.
  • Users frequently mention the seamless integration with Salesforce, the ability to automate tedious tasks, and the excellent customer service as key benefits of using Cloud Coach.
  • Reviewers mentioned that Cloud Coach can be complex to set up initially, especially for those unfamiliar with Salesforce, and that the interface could be more intuitive, with some users finding the multiple ways to view content confusing.
Cloud Coach Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
59
Project Management
41
Customer Support
31
Integrations
31
Customization
28
Cons
Missing Features
18
Learning Curve
17
Access Limitations
16
Complexity
14
Limited Customization
12
Cloud Coach features and usability ratings that predict user satisfaction
7.5
Optimization
Average: 8.7
8.6
Resources
Average: 8.7
7.4
Content
Average: 8.7
8.1
Ease of Use
Average: 9.0
Seller Details
Seller
Cloud Coach
Company Website
Year Founded
2005
HQ Location
Fort Collins, Colorado
Twitter
@cloudcoach
121 Twitter followers
LinkedIn® Page
www.linkedin.com
52 employees on LinkedIn®
Get a quote
Process Street
By Process Street
(407)4.6 out of 5
13th Easiest To Use in Client Onboarding software
Save to My Lists
Entry Level Price:$100.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Process Street is the world's first Process Management Platform powered by AI. We help teams share their core processes, and then transform them into powerful no-code workflows. Start with employee o

    Users
    • CEO
    • Owner
    Industries
    • Real Estate
    • Information Technology and Services
    Market Segment
    • 72% Small-Business
    • 22% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Process Street Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    81
    Task Management
    32
    Efficiency
    29
    Automation Efficiency
    25
    Team Collaboration
    22
    Cons
    Learning Curve
    23
    Learning Difficulty
    21
    Complexity
    15
    Missing Features
    14
    Process Issues
    12
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Process Street features and usability ratings that predict user satisfaction
    8.7
    Optimization
    Average: 8.7
    8.5
    Resources
    Average: 8.7
    8.9
    Content
    Average: 8.7
    8.8
    Ease of Use
    Average: 9.0
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Process Street
    Company Website
    Year Founded
    2014
    HQ Location
    San Francisco, US
    Twitter
    @processstreet
    2,759 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    52 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Process Street is the world's first Process Management Platform powered by AI. We help teams share their core processes, and then transform them into powerful no-code workflows. Start with employee o

Users
  • CEO
  • Owner
Industries
  • Real Estate
  • Information Technology and Services
Market Segment
  • 72% Small-Business
  • 22% Mid-Market
Process Street Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
81
Task Management
32
Efficiency
29
Automation Efficiency
25
Team Collaboration
22
Cons
Learning Curve
23
Learning Difficulty
21
Complexity
15
Missing Features
14
Process Issues
12
Process Street features and usability ratings that predict user satisfaction
8.7
Optimization
Average: 8.7
8.5
Resources
Average: 8.7
8.9
Content
Average: 8.7
8.8
Ease of Use
Average: 9.0
Seller Details
Seller
Process Street
Company Website
Year Founded
2014
HQ Location
San Francisco, US
Twitter
@processstreet
2,759 Twitter followers
LinkedIn® Page
www.linkedin.com
52 employees on LinkedIn®
CogniSaaS
By CogniSaaS
(117)4.3 out of 5
Save to My Lists
Free trial available
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    CogniSaaS is a customer-centric onboarding and implementation platform that helps enterprise SaaS businesses achieve faster time to value. It minimizes the usage of silos of tools; improves collaborat

    Users
    No information available
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 62% Mid-Market
    • 24% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • CogniSaaS Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    20
    Progress Tracking
    18
    Project Tracking
    15
    Tracking Ease
    13
    Project Management
    12
    Cons
    Slow Loading
    11
    Slow Performance
    10
    Performance Issues
    7
    Glitches
    6
    Time-Consuming
    6
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • CogniSaaS features and usability ratings that predict user satisfaction
    7.8
    Optimization
    Average: 8.7
    7.7
    Resources
    Average: 8.7
    7.7
    Content
    Average: 8.7
    8.2
    Ease of Use
    Average: 9.0
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    CogniSaaS
    Year Founded
    2020
    HQ Location
    Bangalore, IN
    Twitter
    @cognisaas
    249 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    12 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

CogniSaaS is a customer-centric onboarding and implementation platform that helps enterprise SaaS businesses achieve faster time to value. It minimizes the usage of silos of tools; improves collaborat

Users
No information available
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 62% Mid-Market
  • 24% Enterprise
CogniSaaS Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
20
Progress Tracking
18
Project Tracking
15
Tracking Ease
13
Project Management
12
Cons
Slow Loading
11
Slow Performance
10
Performance Issues
7
Glitches
6
Time-Consuming
6
CogniSaaS features and usability ratings that predict user satisfaction
7.8
Optimization
Average: 8.7
7.7
Resources
Average: 8.7
7.7
Content
Average: 8.7
8.2
Ease of Use
Average: 9.0
Seller Details
Seller
CogniSaaS
Year Founded
2020
HQ Location
Bangalore, IN
Twitter
@cognisaas
249 Twitter followers
LinkedIn® Page
www.linkedin.com
12 employees on LinkedIn®
Read CogniSaaS Reviews
Filters
Filter
Clear Filter
More Filters
Market Segments
All Segments
Small Business
Mid Market
Enterprise
Avg. Customer Review
Language
Pricing
Best of breed or All in one
Sort by
Clear All
Clear Filter
More Filters
Market Segments
All Segments
Small Business
Mid Market
Enterprise
Avg. Customer Review
Language
Pricing
Best of breed or All in one
Sort by
Clear All

9 Listings in Enterprise Client Onboarding Software Available

  • Sort By:
    G2 Score