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Best Client Onboarding Software for for Small Business

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, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small 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 Small Business Client Onboarding category.

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

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23 Listings in Small Business Client Onboarding Available

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    G2 Score
Moxo
By Moxo
(164)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
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Moxo 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
    57
    Customer Support
    55
    Helpful
    27
    Team Collaboration
    24
    Intuitive
    23
    Cons
    Missing Features
    32
    Limited Features
    18
    Limited Customization
    17
    Lacking Features
    13
    Missing Functionality
    11
  • 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
  • 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 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
57
Customer Support
55
Helpful
27
Team Collaboration
24
Intuitive
23
Cons
Missing Features
32
Limited Features
18
Limited Customization
17
Lacking Features
13
Missing Functionality
11
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
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®
Get a quote
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®

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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
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
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Vitally 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
    183
    Customization
    75
    Integrations
    69
    Intuitive
    60
    Customer Support
    59
    Cons
    Complexity
    50
    Missing Functionality
    32
    Not Intuitive
    32
    Integration Issues
    31
    Steep Learning Curve
    31
  • 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
  • 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 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
183
Customization
75
Integrations
69
Intuitive
60
Customer Support
59
Cons
Complexity
50
Missing Functionality
32
Not Intuitive
32
Integration Issues
31
Steep Learning Curve
31
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
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®
Planhat
By Planhat
(685)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
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
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
  • 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
  • Owner
  • CEO
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®
Totango
By Totango
(1,005)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
    • Senior Customer Success Manager
    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
  • Senior Customer Success Manager
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
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
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Along 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
    29
    Prospecting Growth
    17
    Deal Closure
    16
    Efficiency
    15
    Time-saving
    14
    Cons
    Bugs
    2
    Limited Automation
    2
    Limited Features
    2
    Missing Features
    2
    Software Bugs
    2
  • 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
  • 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 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
29
Prospecting Growth
17
Deal Closure
16
Efficiency
15
Time-saving
14
Cons
Bugs
2
Limited Automation
2
Limited Features
2
Missing Features
2
Software Bugs
2
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
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®
Read Along Reviews
Content Snare
By Content Snare
(50)4.8 out of 5
8th 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.

    Content Snare is the simple way to onboard clients, collect documents and get answers without the endless back and forth. Intuitive and dead-simple to use, it's your single source of truth when gathe

    Users
    No information available
    Industries
    • Marketing and Advertising
    • Accounting
    Market Segment
    • 88% Small-Business
    • 12% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Content Snare 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
    14
    Customer Support
    8
    Client Management
    6
    Automation
    5
    Time-saving
    5
    Cons
    Missing Features
    2
    Data Saving Issues
    1
    Difficult Learning
    1
    Editing Issues
    1
    Email Functionality
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Content Snare features and usability ratings that predict user satisfaction
    8.1
    Optimization
    Average: 8.7
    8.6
    Resources
    Average: 8.7
    9.6
    Content
    Average: 8.7
    9.1
    Ease of Use
    Average: 9.0
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Content Snare
    Year Founded
    2016
    HQ Location
    Brisbane, Queensland
    Twitter
    @contentsnare
    922 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    9 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Content Snare is the simple way to onboard clients, collect documents and get answers without the endless back and forth. Intuitive and dead-simple to use, it's your single source of truth when gathe

Users
No information available
Industries
  • Marketing and Advertising
  • Accounting
Market Segment
  • 88% Small-Business
  • 12% Mid-Market
Content Snare 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
14
Customer Support
8
Client Management
6
Automation
5
Time-saving
5
Cons
Missing Features
2
Data Saving Issues
1
Difficult Learning
1
Editing Issues
1
Email Functionality
1
Content Snare features and usability ratings that predict user satisfaction
8.1
Optimization
Average: 8.7
8.6
Resources
Average: 8.7
9.6
Content
Average: 8.7
9.1
Ease of Use
Average: 9.0
Seller Details
Seller
Content Snare
Year Founded
2016
HQ Location
Brisbane, Queensland
Twitter
@contentsnare
922 Twitter followers
LinkedIn® Page
www.linkedin.com
9 employees on LinkedIn®
Read Content Snare Reviews
OnRamp
By OnRamp Technology, Inc.
(125)4.5 out of 5
Optimized for quick response
11th Easiest To Use in Client Onboarding software
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.

    OnRamp's customer onboarding platform simplifies complex processes into an easy-to-use, customer-facing portal, helping customers get to value faster. OnRamp’s platform delivers a smooth, customer-

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 58% Small-Business
    • 41% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • OnRamp 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
    37
    Customer Support
    17
    Intuitive
    17
    Easy Setup
    14
    Setup Ease
    14
    Cons
    Learning Curve
    9
    Missing Features
    8
    Integration Issues
    7
    Limited Customization
    6
    Missing Functionality
    6
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • OnRamp features and usability ratings that predict user satisfaction
    8.6
    Optimization
    Average: 8.7
    8.6
    Resources
    Average: 8.7
    8.9
    Content
    Average: 8.7
    9.0
    Ease of Use
    Average: 9.0
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    OnRamp Technology, Inc.
    Company Website
    Year Founded
    2019
    HQ Location
    Boston, US
    Twitter
    @LetsOnRamp
    47 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    33 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

OnRamp's customer onboarding platform simplifies complex processes into an easy-to-use, customer-facing portal, helping customers get to value faster. OnRamp’s platform delivers a smooth, customer-

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 58% Small-Business
  • 41% Mid-Market
OnRamp 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
37
Customer Support
17
Intuitive
17
Easy Setup
14
Setup Ease
14
Cons
Learning Curve
9
Missing Features
8
Integration Issues
7
Limited Customization
6
Missing Functionality
6
OnRamp features and usability ratings that predict user satisfaction
8.6
Optimization
Average: 8.7
8.6
Resources
Average: 8.7
8.9
Content
Average: 8.7
9.0
Ease of Use
Average: 9.0
Seller Details
Seller
OnRamp Technology, Inc.
Company Website
Year Founded
2019
HQ Location
Boston, US
Twitter
@LetsOnRamp
47 Twitter followers
LinkedIn® Page
www.linkedin.com
33 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
Dock
By Dock
(122)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
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Dock 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
    38
    Centralization
    16
    Customer Support
    16
    Efficiency
    15
    Customer Success
    14
    Cons
    Design
    4
    Layout Issues
    4
    Missing Features
    4
    Layout Limitations
    3
    Limited Functionality
    3
  • 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
  • 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 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
38
Centralization
16
Customer Support
16
Efficiency
15
Customer Success
14
Cons
Design
4
Layout Issues
4
Missing Features
4
Layout Limitations
3
Limited Functionality
3
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
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®
Custify
By Custify
(384)4.6 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.

    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 pow

    Users
    • Customer Success Manager
    • Product Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 66% Small-Business
    • 29% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Custify 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
    96
    Customer Support
    45
    Automation
    42
    Centralized Information
    40
    Integrations
    38
    Cons
    Missing Features
    16
    Steep Learning Curve
    15
    Email Functionality
    14
    Not Intuitive
    14
    Limited Customization
    11
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Custify features and usability ratings that predict user satisfaction
    7.7
    Optimization
    Average: 8.7
    6.0
    Resources
    Average: 8.7
    7.2
    Content
    Average: 8.7
    9.0
    Ease of Use
    Average: 9.0
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Custify
    Year Founded
    2017
    HQ Location
    Bucharest, Romania
    Twitter
    @CustifySRL
    639 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    27 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 pow

Users
  • Customer Success Manager
  • Product Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 66% Small-Business
  • 29% Mid-Market
Custify 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
96
Customer Support
45
Automation
42
Centralized Information
40
Integrations
38
Cons
Missing Features
16
Steep Learning Curve
15
Email Functionality
14
Not Intuitive
14
Limited Customization
11
Custify features and usability ratings that predict user satisfaction
7.7
Optimization
Average: 8.7
6.0
Resources
Average: 8.7
7.2
Content
Average: 8.7
9.0
Ease of Use
Average: 9.0
Seller Details
Seller
Custify
Year Founded
2017
HQ Location
Bucharest, Romania
Twitter
@CustifySRL
639 Twitter followers
LinkedIn® Page
www.linkedin.com
27 employees on LinkedIn®
Read Custify Reviews
Flowla
By Flowla
(92)5.0 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.

    Flowla helps revenue teams shorten deal cycles, and eases complex processes like onboarding and implementation. A Flowla link is a personalized, custom-branded, living & breathing collaborative w

    Users
    • Co-Founder
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 77% Small-Business
    • 14% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Flowla 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
    71
    Efficiency
    46
    Sales Efficiency
    35
    Customer Support
    26
    Intuitive
    25
    Cons
    Missing Features
    8
    Integration Issues
    3
    Lack of Integrations
    3
    Limitations
    3
    Improvement Needed
    2
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Flowla features and usability ratings that predict user satisfaction
    9.6
    Optimization
    Average: 8.7
    9.5
    Resources
    Average: 8.7
    9.4
    Content
    Average: 8.7
    9.9
    Ease of Use
    Average: 9.0
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Flowla
    Year Founded
    2022
    HQ Location
    London, GB
    Twitter
    @Flowlacom
    53 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    11 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Flowla helps revenue teams shorten deal cycles, and eases complex processes like onboarding and implementation. A Flowla link is a personalized, custom-branded, living & breathing collaborative w

Users
  • Co-Founder
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 77% Small-Business
  • 14% Mid-Market
Flowla 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
71
Efficiency
46
Sales Efficiency
35
Customer Support
26
Intuitive
25
Cons
Missing Features
8
Integration Issues
3
Lack of Integrations
3
Limitations
3
Improvement Needed
2
Flowla features and usability ratings that predict user satisfaction
9.6
Optimization
Average: 8.7
9.5
Resources
Average: 8.7
9.4
Content
Average: 8.7
9.9
Ease of Use
Average: 9.0
Seller Details
Seller
Flowla
Year Founded
2022
HQ Location
London, GB
Twitter
@Flowlacom
53 Twitter followers
LinkedIn® Page
www.linkedin.com
11 employees on LinkedIn®
Read Flowla Reviews
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