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Top Free Client Onboarding Software

Check out our list of free Client Onboarding Software. Products featured on this list are the ones that offer a free trial version. As with most free versions, there are limitations, typically time or features.

If you'd like to see more products and to evaluate additional feature options, compare all Client Onboarding Software to ensure you get the right product.

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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.
29 Client Onboarding Products Available
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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.
  • 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 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®
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.
  • 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 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®
Learn more

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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
    • Owner
    • CEO
    Industries
    • Real Estate
    • Information Technology and Services
    Market Segment
    • 72% Small-Business
    • 22% Mid-Market
  • 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
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Axel Somerseth C.
    AC
    I significantly like Process St because it has reusable templates to share with teammates. Do you want to make a process for onboarding new... Read review
    Jason B.
    JB
    This product stands out as one of the finest we have ever utilized, and considering the wide range of products I regularly employ, that is no small... Read review
  • 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
  • Owner
  • CEO
Industries
  • Real Estate
  • Information Technology and Services
Market Segment
  • 72% Small-Business
  • 22% Mid-Market
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
Axel Somerseth C.
AC
I significantly like Process St because it has reusable templates to share with teammates. Do you want to make a process for onboarding new... Read review
Jason B.
JB
This product stands out as one of the finest we have ever utilized, and considering the wide range of products I regularly employ, that is no small... Read review
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®
Vitally
By Vitally
(618)4.5 out of 5
Optimized for quick response
5th 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.

    Vitally is a Customer Success Platform that helps teams of every size deliver world-class customer experiences, meet unexpected challenges, operate more efficiently, and grow their business's bottom l

    Users
    • Customer Success Manager
    • CSM
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 54% Mid-Market
    • 43% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Vitally features and usability ratings that predict user satisfaction
    8.1
    Optimization
    Average: 8.7
    8.1
    Resources
    Average: 8.7
    8.1
    Content
    Average: 8.7
    8.4
    Ease of Use
    Average: 9.0
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Verified User in Computer Software
    UC
    The amount of data that can be sent and received by Vitally. At first glance it may be overwhelming but the more complex your processes get the... Read review
    Verified User in Computer Software
    AC
    We are a small startup, and the price point and customization allows us to scale our processes so much faster. Integrates with all of our platforms... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Vitally
    Company Website
    Year Founded
    2017
    HQ Location
    New York
    Twitter
    @vitally_io
    472 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    104 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Vitally is a Customer Success Platform that helps teams of every size deliver world-class customer experiences, meet unexpected challenges, operate more efficiently, and grow their business's bottom l

Users
  • Customer Success Manager
  • CSM
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 54% Mid-Market
  • 43% Small-Business
Vitally features and usability ratings that predict user satisfaction
8.1
Optimization
Average: 8.7
8.1
Resources
Average: 8.7
8.1
Content
Average: 8.7
8.4
Ease of Use
Average: 9.0
Verified User in Computer Software
UC
The amount of data that can be sent and received by Vitally. At first glance it may be overwhelming but the more complex your processes get the... Read review
Verified User in Computer Software
AC
We are a small startup, and the price point and customization allows us to scale our processes so much faster. Integrates with all of our platforms... Read review
Seller Details
Seller
Vitally
Company Website
Year Founded
2017
HQ Location
New York
Twitter
@vitally_io
472 Twitter followers
LinkedIn® Page
www.linkedin.com
104 employees on LinkedIn®
Moxo
By Moxo
(165)4.5 out of 5
Optimized for quick response
9th 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.

    Streamline collaborative workflows with customers, vendors, and partners. With Moxo, accelerate processes from account acquisition, to onboarding, and servicing. Coordinate with customers, vendor

    Users
    • CEO
    • Owner
    Industries
    • Financial Services
    • Accounting
    Market Segment
    • 78% Small-Business
    • 21% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Moxo features and usability ratings that predict user satisfaction
    8.7
    Optimization
    Average: 8.7
    8.8
    Resources
    Average: 8.7
    8.9
    Content
    Average: 8.7
    8.8
    Ease of Use
    Average: 9.0
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Jae C.
    JC
    It has many useful functions included in MOXO platform that makes paying for other services for video calls, scheduling, signature, etc. obsolete.... Read review
    Hayes C.
    HC
    Moxo is the only software that can handle a high volume of projects while also delivering a beautiful UI for the clients. The app based system... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Moxo
    Company Website
    Year Founded
    2012
    HQ Location
    Cupertino, CA
    Twitter
    @PoweredByMoxo
    10,106 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    220 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Streamline collaborative workflows with customers, vendors, and partners. With Moxo, accelerate processes from account acquisition, to onboarding, and servicing. Coordinate with customers, vendor

Users
  • CEO
  • Owner
Industries
  • Financial Services
  • Accounting
Market Segment
  • 78% Small-Business
  • 21% Mid-Market
Moxo features and usability ratings that predict user satisfaction
8.7
Optimization
Average: 8.7
8.8
Resources
Average: 8.7
8.9
Content
Average: 8.7
8.8
Ease of Use
Average: 9.0
Jae C.
JC
It has many useful functions included in MOXO platform that makes paying for other services for video calls, scheduling, signature, etc. obsolete.... Read review
Hayes C.
HC
Moxo is the only software that can handle a high volume of projects while also delivering a beautiful UI for the clients. The app based system... Read review
Seller Details
Seller
Moxo
Company Website
Year Founded
2012
HQ Location
Cupertino, CA
Twitter
@PoweredByMoxo
10,106 Twitter followers
LinkedIn® Page
www.linkedin.com
220 employees on LinkedIn®
Learn more
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
  • 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
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Amit R.
    AR
    Intuitive design, with agility in development for a timely delivery. Great support from the team keeps us informed about key releases and also... Read review
    Dhruv G.
    DG
    CogniSaas provides an easy means to track project progress and communicate efficiently with customers and the stakeholders involved. Read review
  • 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 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
Amit R.
AR
Intuitive design, with agility in development for a timely delivery. Great support from the team keeps us informed about key releases and also... Read review
Dhruv G.
DG
CogniSaas provides an easy means to track project progress and communicate efficiently with customers and the stakeholders involved. Read review
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®
Learn more
Dock
By Dock
(123)4.9 out of 5
7th Easiest To Use in Client Onboarding software
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.

    Dock organizes everything shared with customers in one workspace. Create deal rooms, onboarding hubs, and client portals that customers love.

    Users
    • Account Executive
    • CEO
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 52% Small-Business
    • 38% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Dock features and usability ratings that predict user satisfaction
    8.6
    Optimization
    Average: 8.7
    9.3
    Resources
    Average: 8.7
    9.5
    Content
    Average: 8.7
    9.3
    Ease of Use
    Average: 9.0
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Brandon W.
    BW
    A new platform for enhancing B2B sales processes that go beyond transactional deals. We offer professional services and Dock has enabled us to help... Read review
    Lesley R.
    LR
    Alex has been SO helpful throughout our trial and onboarding process. He's always been available to help me understand Dock's capabilities and talk... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Dock
    Year Founded
    2021
    HQ Location
    San Francisco, California
    Twitter
    @Dock_us
    610 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    21 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Dock organizes everything shared with customers in one workspace. Create deal rooms, onboarding hubs, and client portals that customers love.

Users
  • Account Executive
  • CEO
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 52% Small-Business
  • 38% Mid-Market
Dock features and usability ratings that predict user satisfaction
8.6
Optimization
Average: 8.7
9.3
Resources
Average: 8.7
9.5
Content
Average: 8.7
9.3
Ease of Use
Average: 9.0
Brandon W.
BW
A new platform for enhancing B2B sales processes that go beyond transactional deals. We offer professional services and Dock has enabled us to help... Read review
Lesley R.
LR
Alex has been SO helpful throughout our trial and onboarding process. He's always been available to help me understand Dock's capabilities and talk... Read review
Seller Details
Seller
Dock
Year Founded
2021
HQ Location
San Francisco, California
Twitter
@Dock_us
610 Twitter followers
LinkedIn® Page
www.linkedin.com
21 employees on LinkedIn®
Arrows
By Arrows
(47)4.8 out of 5
10th 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.

    Sales rooms, onboarding plans, and client portals. All in one platform. Built for HubSpot. Send sales rooms & onboarding plans to your customers to build momentum and drive action. Give your enti

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 81% Small-Business
    • 19% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Arrows features and usability ratings that predict user satisfaction
    9.7
    Optimization
    Average: 8.7
    9.6
    Resources
    Average: 8.7
    9.5
    Content
    Average: 8.7
    9.4
    Ease of Use
    Average: 9.0
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Verified User in Food & Beverages
    AF
    Arrows make it easy to improve customer onboarding flow without making massive changes to the already existing processes we have in place. The... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Arrows
    Year Founded
    2018
    HQ Location
    Los Angeles, CA
    Twitter
    @ArrowsHQ
    103 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    20 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Sales rooms, onboarding plans, and client portals. All in one platform. Built for HubSpot. Send sales rooms & onboarding plans to your customers to build momentum and drive action. Give your enti

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 81% Small-Business
  • 19% Mid-Market
Arrows features and usability ratings that predict user satisfaction
9.7
Optimization
Average: 8.7
9.6
Resources
Average: 8.7
9.5
Content
Average: 8.7
9.4
Ease of Use
Average: 9.0
Verified User in Food & Beverages
AF
Arrows make it easy to improve customer onboarding flow without making massive changes to the already existing processes we have in place. The... Read review
Seller Details
Seller
Arrows
Year Founded
2018
HQ Location
Los Angeles, CA
Twitter
@ArrowsHQ
103 Twitter followers
LinkedIn® Page
www.linkedin.com
20 employees on LinkedIn®
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
  • 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
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Verified User in E-Learning
    CE
    Now we can familiarize our new customers with our software ecosystem very quickly Read review
    Verified User in Computer Software
    TC
    It's a bit challenging to start using at first but once you know it it's easy. I love that you can add links, info boxes and media to the tours... Read review
  • 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 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
Verified User in E-Learning
CE
Now we can familiarize our new customers with our software ecosystem very quickly Read review
Verified User in Computer Software
TC
It's a bit challenging to start using at first but once you know it it's easy. I love that you can add links, info boxes and media to the tours... Read review
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®
Learn more
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.
  • 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 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®
Learn more
Onboard
By Onboard Software, Inc
(38)5.0 out of 5
2nd Easiest To Use in Client Onboarding software
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.

    Onboard (https://onboard.io) is Customer Onboarding Software built specifically for customer onboarding teams. Easily organize, automate & manage the customer onboarding process from handoff to l

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 74% Small-Business
    • 16% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Onboard features and usability ratings that predict user satisfaction
    9.4
    Optimization
    Average: 8.7
    10.0
    Resources
    Average: 8.7
    9.5
    Content
    Average: 8.7
    10.0
    Ease of Use
    Average: 9.0
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Verified User in Marketing and Advertising
    AM
    It's a huge time saver for our technical onboarding process. We're able to templetize and assign variables and plans that are dynamic instead of... Read review
    Verified User in Transportation/Trucking/Railroad
    UT
    The variable concept is super intuitive, we can spin up new onboarding programs in less than 2 minutes. More than that, our customers have enjoyed... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Onboard Software, Inc
    Company Website
    Year Founded
    2020
    HQ Location
    Birmingham, US
    Twitter
    @onboardio
    173 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    10 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Onboard (https://onboard.io) is Customer Onboarding Software built specifically for customer onboarding teams. Easily organize, automate & manage the customer onboarding process from handoff to l

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 74% Small-Business
  • 16% Mid-Market
Onboard features and usability ratings that predict user satisfaction
9.4
Optimization
Average: 8.7
10.0
Resources
Average: 8.7
9.5
Content
Average: 8.7
10.0
Ease of Use
Average: 9.0
Verified User in Marketing and Advertising
AM
It's a huge time saver for our technical onboarding process. We're able to templetize and assign variables and plans that are dynamic instead of... Read review
Verified User in Transportation/Trucking/Railroad
UT
The variable concept is super intuitive, we can spin up new onboarding programs in less than 2 minutes. More than that, our customers have enjoyed... Read review
Seller Details
Seller
Onboard Software, Inc
Company Website
Year Founded
2020
HQ Location
Birmingham, US
Twitter
@onboardio
173 Twitter followers
LinkedIn® Page
www.linkedin.com
10 employees on LinkedIn®
CustomerSuccessBox
By CustomerSuccessBox
(134)4.5 out of 5
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    CustomerSuccessBox is an AI powered customer success software for B2B SaaS. Backed with $1 Million in March 2018 by pi Ventures and Axilor Ventures, CustomerSuccessBox was built from a clear need for

    Users
    • Customer Success Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 73% Mid-Market
    • 22% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • CustomerSuccessBox features and usability ratings that predict user satisfaction
    8.5
    Optimization
    Average: 8.7
    8.3
    Resources
    Average: 8.7
    8.7
    Content
    Average: 8.7
    8.6
    Ease of Use
    Average: 9.0
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Verified User in Computer Software
    UC
    It seamlessly integrates with all our ticketing, invoicing systems, and our platform! Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    CustomerSuccessBox
    Year Founded
    2018
    HQ Location
    San Francisco, California
    Twitter
    @CustSuccessBox
    752 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    3 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

CustomerSuccessBox is an AI powered customer success software for B2B SaaS. Backed with $1 Million in March 2018 by pi Ventures and Axilor Ventures, CustomerSuccessBox was built from a clear need for

Users
  • Customer Success Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 73% Mid-Market
  • 22% Small-Business
CustomerSuccessBox features and usability ratings that predict user satisfaction
8.5
Optimization
Average: 8.7
8.3
Resources
Average: 8.7
8.7
Content
Average: 8.7
8.6
Ease of Use
Average: 9.0
Verified User in Computer Software
UC
It seamlessly integrates with all our ticketing, invoicing systems, and our platform! Read review
Seller Details
Seller
CustomerSuccessBox
Year Founded
2018
HQ Location
San Francisco, California
Twitter
@CustSuccessBox
752 Twitter followers
LinkedIn® Page
www.linkedin.com
3 employees on LinkedIn®
Learn more
Along
By Along
(49)4.9 out of 5
4th Easiest To Use in Client Onboarding software
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.

    Along is a collaborative workspace for complex B2B sales. Like a virtual desk between sellers and buyers, the tool connects all stakeholders in a single interface. A shared task list (Mutual Action Pl

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 78% Small-Business
    • 22% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Along features and usability ratings that predict user satisfaction
    9.0
    Optimization
    Average: 8.7
    9.1
    Resources
    Average: 8.7
    9.4
    Content
    Average: 8.7
    9.8
    Ease of Use
    Average: 9.0
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Patricia W.
    PW
    Our rapidly expanding team is excited about how Along helps us bring all stakeholders in sales and customer success together on one platform right... Read review
    MK
    Along is a great networking opportunity for our company Activate YES. We can create salesrooms for our products and we can also create individual... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Along
    Year Founded
    2022
    HQ Location
    Berlin, DE
    Twitter
    @alongtechnology
    33 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    13 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Along is a collaborative workspace for complex B2B sales. Like a virtual desk between sellers and buyers, the tool connects all stakeholders in a single interface. A shared task list (Mutual Action Pl

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 78% Small-Business
  • 22% Mid-Market
Along features and usability ratings that predict user satisfaction
9.0
Optimization
Average: 8.7
9.1
Resources
Average: 8.7
9.4
Content
Average: 8.7
9.8
Ease of Use
Average: 9.0
Patricia W.
PW
Our rapidly expanding team is excited about how Along helps us bring all stakeholders in sales and customer success together on one platform right... Read review
MK
Along is a great networking opportunity for our company Activate YES. We can create salesrooms for our products and we can also create individual... Read review
Seller Details
Seller
Along
Year Founded
2022
HQ Location
Berlin, DE
Twitter
@alongtechnology
33 Twitter followers
LinkedIn® Page
www.linkedin.com
13 employees on LinkedIn®
Learn more
Enablix
By Enablix
(265)4.7 out of 5
Optimized for quick response
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Enablix is a comprehensive B2B enablement platform designed for modern organizations to deliver personalized digital experiences at scale throughout the customer lifecycle. It empowers revenue teams—i

    Users
    • Account Executive
    • Product Marketing Manager
    Industries
    • Computer Software
    • Financial Services
    Market Segment
    • 73% Mid-Market
    • 16% 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.
    • Enablix is a tool that streamlines content creation, personalizes emails, and provides in-depth tracking features for marketing and sales aspects of a business.
    • Reviewers frequently mention the ability to quickly access all shared information in one place, the ease of use, and the valuable insights gained from the tool's analytics.
    • Users experienced difficulties in finding specific content without knowing the exact tag, limitations in email sending, and issues with the platform's user interface and formatting.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Enablix features and usability ratings that predict user satisfaction
    8.8
    Optimization
    Average: 8.7
    8.1
    Resources
    Average: 8.7
    8.5
    Content
    Average: 8.7
    9.2
    Ease of Use
    Average: 9.0
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Enablix
    Company Website
    Year Founded
    2017
    HQ Location
    Ashburn, VA
    Twitter
    @enablix
    47 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    13 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Enablix is a comprehensive B2B enablement platform designed for modern organizations to deliver personalized digital experiences at scale throughout the customer lifecycle. It empowers revenue teams—i

Users
  • Account Executive
  • Product Marketing Manager
Industries
  • Computer Software
  • Financial Services
Market Segment
  • 73% Mid-Market
  • 16% 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.
  • Enablix is a tool that streamlines content creation, personalizes emails, and provides in-depth tracking features for marketing and sales aspects of a business.
  • Reviewers frequently mention the ability to quickly access all shared information in one place, the ease of use, and the valuable insights gained from the tool's analytics.
  • Users experienced difficulties in finding specific content without knowing the exact tag, limitations in email sending, and issues with the platform's user interface and formatting.
Enablix features and usability ratings that predict user satisfaction
8.8
Optimization
Average: 8.7
8.1
Resources
Average: 8.7
8.5
Content
Average: 8.7
9.2
Ease of Use
Average: 9.0
Seller Details
Seller
Enablix
Company Website
Year Founded
2017
HQ Location
Ashburn, VA
Twitter
@enablix
47 Twitter followers
LinkedIn® Page
www.linkedin.com
13 employees on LinkedIn®
Learn more
Baton
By Baton Technologies, Inc.
(40)4.4 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.

    Baton is a SaaS implementation management platform that automates, simplifies and accelerates even the most complex customer onboarding projects. Baton is purpose-built for project participants to wo

    Users
    No information available
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 65% Mid-Market
    • 25% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Baton features and usability ratings that predict user satisfaction
    9.0
    Optimization
    Average: 8.7
    9.2
    Resources
    Average: 8.7
    8.9
    Content
    Average: 8.7
    8.6
    Ease of Use
    Average: 9.0
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • James G.
    JG
    I like being able to get all the tasks in a nice list and being able to organise projects. A very cool part of it is when you have tasks that are... Read review
    TT
    Ease and efficiency of use. It is a very intuitive user interface. It will be very easy to share with external clients to partner with us in... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Baton Technologies, Inc.
    HQ Location
    New York , US
    Twitter
    @batonhq
    61 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.

Baton is a SaaS implementation management platform that automates, simplifies and accelerates even the most complex customer onboarding projects. Baton is purpose-built for project participants to wo

Users
No information available
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 65% Mid-Market
  • 25% Small-Business
Baton features and usability ratings that predict user satisfaction
9.0
Optimization
Average: 8.7
9.2
Resources
Average: 8.7
8.9
Content
Average: 8.7
8.6
Ease of Use
Average: 9.0
James G.
JG
I like being able to get all the tasks in a nice list and being able to organise projects. A very cool part of it is when you have tasks that are... Read review
TT
Ease and efficiency of use. It is a very intuitive user interface. It will be very easy to share with external clients to partner with us in... Read review
Seller Details
Seller
Baton Technologies, Inc.
HQ Location
New York , US
Twitter
@batonhq
61 Twitter followers
LinkedIn® Page
www.linkedin.com
12 employees on LinkedIn®
Learn more