# The Top 20 Easiest To Use Client Onboarding Software

See the top Client Onboarding Software products based on usability ratings. A product’s usability score is calculated by a[proprietary algorithm](https://sell.g2.com/g2-scoring-methodologies)that factors in real user satisfaction ratings of how easy the product is to administer, as well as how well the product meets business requirements, among other ratings. Compare products according to their usability scores to streamline the buying process and quickly identify the best products based on real user experiences.

[![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=See+the+top+Client+Onboarding+Software+products+based+on+usability+ratings.+Compare+products+according+to+their+usability+scores+to+streamline+the+buying+process+and+quickly+identify+the+best+products+based+on+real+user+experiences&title=Easiest+To+Use+Client+Onboarding+Software+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fclient-onboarding%3Ftab%3Deasiest_to_use)

[![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Easiest+To+Use+Client+Onboarding+Software+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fclient-onboarding%3Ftab%3Deasiest_to_use&via=G2dotcom)

[![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fclient-onboarding%3Ftab%3Deasiest_to_use)

[![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Easiest+To+Use+Client+Onboarding+Software+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fclient-onboarding%3Ftab%3Deasiest_to_use%0aSee+the+top+Client+Onboarding+Software+products+based+on+usability+ratings.+Compare+products+according+to+their+usability+scores+to+streamline+the+buying+process+and+quickly+identify+the+best+products+based+on+real+user+experiences)

[![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Easiest+To+Use+Client+Onboarding+Software+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fclient-onboarding%3Ftab%3Deasiest_to_use%0aSee+the+top+Client+Onboarding+Software+products+based+on+usability+ratings.+Compare+products+according+to+their+usability+scores+to+streamline+the+buying+process+and+quickly+identify+the+best+products+based+on+real+user+experiences)

 ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link")

The Top 20 Easiest To Use Client Onboarding Software

[![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=See+the+top+Client+Onboarding+Software+products+based+on+usability+ratings.+Compare+products+according+to+their+usability+scores+to+streamline+the+buying+process+and+quickly+identify+the+best+products+based+on+real+user+experiences&title=Easiest+To+Use+Client+Onboarding+Software+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fclient-onboarding%3Ftab%3Deasiest_to_use)

[![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Easiest+To+Use+Client+Onboarding+Software+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fclient-onboarding%3Ftab%3Deasiest_to_use&via=G2dotcom)

[![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fclient-onboarding%3Ftab%3Deasiest_to_use)

[![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Easiest+To+Use+Client+Onboarding+Software+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fclient-onboarding%3Ftab%3Deasiest_to_use%0aSee+the+top+Client+Onboarding+Software+products+based+on+usability+ratings.+Compare+products+according+to+their+usability+scores+to+streamline+the+buying+process+and+quickly+identify+the+best+products+based+on+real+user+experiences)

[![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Easiest+To+Use+Client+Onboarding+Software+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fclient-onboarding%3Ftab%3Deasiest_to_use%0aSee+the+top+Client+Onboarding+Software+products+based+on+usability+ratings.+Compare+products+according+to+their+usability+scores+to+streamline+the+buying+process+and+quickly+identify+the+best+products+based+on+real+user+experiences)

 ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link")

[Collapse AllExpand All](#)

Usability Score

Compare

[Expand/Collapse Leadsie](#)

#1

[![Leadsie](https://images.g2crowd.com/uploads/product/hd_favicon/f801fa8d3ec2e78e3bd9fece406459f9/leadsie.svg "Leadsie")](/products/leadsie/reviews)

[Leadsie](/products/leadsie/reviews)

9.3

[Expand/Collapse Leadsie](#)

Overall Usability Score

9.3

Usability Score Breakdown

Ease of Admin

Average: 9.2

9.4

Ease of Use

Average: 9.1

9.3

Meets Requirements

Average: 9.0

9.4

Customer Segment Breakdown

Small Business

83%

Mid Market

17%

[Expand/Collapse ChurnZero](#)

#2

[![ChurnZero](https://images.g2crowd.com/uploads/product/hd_favicon/406ee354cde7795c1eda6dbbfc881232/churnzero.svg "ChurnZero")](/products/churnzero/reviews)

[ChurnZero](/products/churnzero/reviews)

9.0

[Expand/Collapse ChurnZero](#)

Overall Usability Score

9.0

Usability Score Breakdown

Ease of Admin

Average: 9.2

9.0

Ease of Use

Average: 9.1

8.8

Meets Requirements

Average: 9.0

9.0

Customer Segment Breakdown

Small Business

28%

Mid Market

63%

Enterprise

9%

[Expand/Collapse Onboard](#)

#3

[![Onboard](https://images.g2crowd.com/uploads/product/hd_favicon/89226fc94de8fd83545fb340db29140c/onboard-software-inc-onboard.svg "Onboard")](/products/onboard-software-inc-onboard/reviews)

[Onboard](/products/onboard-software-inc-onboard/reviews)

9.0

[Expand/Collapse Onboard](#)

Overall Usability Score

9.0

Usability Score Breakdown

Ease of Admin

Average: 9.2

10.0

Ease of Use

Average: 9.1

10.0

Meets Requirements

Average: 9.0

9.6

Customer Segment Breakdown

Small Business

80%

Mid Market

20%

[Expand/Collapse Assembly](#)

#4

[![Assembly](https://images.g2crowd.com/uploads/product/hd_favicon/1600ed9c292219e868d179d27be76fa2/assemblysoftware.svg "Assembly")](/products/assemblysoftware/reviews)

[Assembly](/products/assemblysoftware/reviews)

9.0

[Expand/Collapse Assembly](#)

Overall Usability Score

9.0

Usability Score Breakdown

Ease of Admin

Average: 9.2

9.2

Ease of Use

Average: 9.1

9.1

Meets Requirements

Average: 9.0

8.7

Customer Segment Breakdown

Small Business

96%

Mid Market

4%

Enterprise

0%

[Expand/Collapse Enablix](#)

#5

[![Enablix](https://images.g2crowd.com/uploads/product/hd_favicon/1545146238/enablix.svg "Enablix")](/products/enablix/reviews)

[Enablix](/products/enablix/reviews)

8.9

[Expand/Collapse Enablix](#)

Overall Usability Score

8.9

Usability Score Breakdown

Ease of Admin

Average: 9.2

9.8

Ease of Use

Average: 9.1

8.9

Meets Requirements

Average: 9.0

9.3

Customer Segment Breakdown

Small Business

14%

Mid Market

69%

Enterprise

16%

[Expand/Collapse Dock](#)

#6

[![Dock](https://images.g2crowd.com/uploads/product/hd_favicon/86dc6bf8502339b1a889f083b016c85d/dock.svg "Dock")](/products/dock/reviews)

[Dock](/products/dock/reviews)

8.9

[Expand/Collapse Dock](#)

Overall Usability Score

8.9

Usability Score Breakdown

Ease of Admin

Average: 9.2

8.8

Ease of Use

Average: 9.1

8.7

Meets Requirements

Average: 9.0

8.9

Customer Segment Breakdown

Small Business

46%

Mid Market

50%

Enterprise

4%

[Expand/Collapse Rocketlane](#)

#7

[![Rocketlane](https://images.g2crowd.com/uploads/product/hd_favicon/60f9458476e7d2446d008ab78d96c7b6/rocketlane-corp.svg "Rocketlane")](/products/rocketlane-corp/reviews)

[Rocketlane](/products/rocketlane-corp/reviews)

8.8

[Expand/Collapse Rocketlane](#)

Overall Usability Score

8.8

Usability Score Breakdown

Ease of Admin

Average: 9.2

8.6

Ease of Use

Average: 9.1

8.8

Meets Requirements

Average: 9.0

8.5

Customer Segment Breakdown

Small Business

28%

Mid Market

57%

Enterprise

14%

[Expand/Collapse Supered](#)

#8

[![Supered](https://images.g2crowd.com/uploads/product/hd_favicon/62dbab1c6d69f1548aea8756e950c127/supered.svg "Supered")](/products/supered/reviews)

[Supered](/products/supered/reviews)

8.7

[Expand/Collapse Supered](#)

Overall Usability Score

8.7

Usability Score Breakdown

Ease of Admin

Average: 9.2

9.8

Ease of Use

Average: 9.1

9.3

Meets Requirements

Average: 9.0

9.5

Customer Segment Breakdown

Small Business

71%

Mid Market

29%

[Expand/Collapse LaunchBay](#)

#9

[![LaunchBay](https://images.g2crowd.com/uploads/product/hd_favicon/9f2e657d9197ff662aec176613fc3722/launchbay.svg "LaunchBay")](/products/launchbay/reviews)

[LaunchBay](/products/launchbay/reviews)

8.7

[Expand/Collapse LaunchBay](#)

Overall Usability Score

8.7

Usability Score Breakdown

Ease of Admin

Average: 9.2

8.9

Ease of Use

Average: 9.1

8.8

Meets Requirements

Average: 9.0

9.1

Customer Segment Breakdown

Small Business

98%

Mid Market

2%

[Expand/Collapse Custify](#)

#10

[![Custify](https://images.g2crowd.com/uploads/product/hd_favicon/56a133f2489dd3b4b3a4fb07bd3b90f9/custify.svg "Custify")](/products/custify/reviews)

[Custify](/products/custify/reviews)

8.7

[Expand/Collapse Custify](#)

Overall Usability Score

8.7

Usability Score Breakdown

Ease of Admin

Average: 9.2

8.7

Ease of Use

Average: 9.1

9.2

Meets Requirements

Average: 9.0

8.6

Customer Segment Breakdown

Small Business

64%

Mid Market

33%

Enterprise

3%

[Expand/Collapse FuseBase](#)

#11

[![FuseBase](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_21d86e47ab62f79e32eb49de71bda420/fusebase.png "FuseBase")](/products/fusebase/reviews)

[FuseBase](/products/fusebase/reviews)

8.6

[Expand/Collapse FuseBase](#)

Overall Usability Score

8.6

Usability Score Breakdown

Ease of Admin

Average: 9.2

9.1

Ease of Use

Average: 9.1

9.5

Meets Requirements

Average: 9.0

9.9

Customer Segment Breakdown

Small Business

84%

Mid Market

15%

Enterprise

1%

[Expand/Collapse Process Street](#)

#12

[![Process Street](https://images.g2crowd.com/uploads/product/hd_favicon/1553722504/process-street.png "Process Street")](/products/process-street/reviews)

[Process Street](/products/process-street/reviews)

8.6

[Expand/Collapse Process Street](#)

Overall Usability Score

8.6

Usability Score Breakdown

Ease of Admin

Average: 9.2

8.9

Ease of Use

Average: 9.1

8.9

Meets Requirements

Average: 9.0

9.1

Customer Segment Breakdown

Small Business

70%

Mid Market

24%

Enterprise

6%

[Expand/Collapse OnRamp](#)

#13

[![OnRamp](https://images.g2crowd.com/uploads/product/hd_favicon/719f97e3bc135a9e8020c0001e1942e9/onramp-technology.svg "OnRamp")](/products/onramp-technology/reviews)

[OnRamp](/products/onramp-technology/reviews)

8.5

[Expand/Collapse OnRamp](#)

Overall Usability Score

8.5

Usability Score Breakdown

Ease of Admin

Average: 9.2

8.7

Ease of Use

Average: 9.1

8.4

Meets Requirements

Average: 9.0

8.4

Customer Segment Breakdown

Small Business

48%

Mid Market

47%

Enterprise

4%

[Expand/Collapse Vitally](#)

#14

[![Vitally](https://images.g2crowd.com/uploads/product/hd_favicon/9b3ccd09c88d60f9c79e700590710020/vitally.svg "Vitally")](/products/vitally/reviews)

[Vitally](/products/vitally/reviews)

8.5

[Expand/Collapse Vitally](#)

Overall Usability Score

8.5

Usability Score Breakdown

Ease of Admin

Average: 9.2

9.2

Ease of Use

Average: 9.1

8.7

Meets Requirements

Average: 9.0

8.9

Customer Segment Breakdown

Small Business

41%

Mid Market

55%

Enterprise

3%

[Expand/Collapse Projetly](#)

#15

[![Projetly](https://images.g2crowd.com/uploads/product/hd_favicon/87a32562a2a2f0353249a8bc3c67a994/projetly.svg "Projetly")](/products/projetly/reviews)

[Projetly](/products/projetly/reviews)

8.5

[Expand/Collapse Projetly](#)

Overall Usability Score

8.5

Usability Score Breakdown

Ease of Admin

Average: 9.2

9.8

Ease of Use

Average: 9.1

9.2

Meets Requirements

Average: 9.0

9.1

Customer Segment Breakdown

Small Business

33%

Mid Market

50%

Enterprise

17%

[Expand/Collapse Along](#)

#16

[![Along](https://images.g2crowd.com/uploads/product/hd_favicon/3b095cf23a81fb2b34c2f2b0a6463032/along.svg "Along")](/products/along/reviews)

[Along](/products/along/reviews)

8.4

[Expand/Collapse Along](#)

Overall Usability Score

8.4

Usability Score Breakdown

Ease of Admin

Average: 9.2

9.8

Ease of Use

Average: 9.1

9.5

Meets Requirements

Average: 9.0

9.1

Customer Segment Breakdown

Small Business

78%

Mid Market

22%

[Expand/Collapse Moxo](#)

#17

[![Moxo](https://images.g2crowd.com/uploads/product/hd_favicon/f4833228f50db9c8183ed81fc43f48f9/moxo-g2.svg "Moxo")](/products/moxo-g2/reviews)

[Moxo](/products/moxo-g2/reviews)

8.4

[Expand/Collapse Moxo](#)

Overall Usability Score

8.4

Usability Score Breakdown

Ease of Admin

Average: 9.2

9.0

Ease of Use

Average: 9.1

9.0

Meets Requirements

Average: 9.0

8.6

Customer Segment Breakdown

Small Business

81%

Mid Market

18%

Enterprise

1%

[Expand/Collapse Content Snare](#)

#18

[![Content Snare](https://images.g2crowd.com/uploads/product/hd_favicon/80a765517f554259e3600b320644a1de/content-snare.svg "Content Snare")](/products/content-snare/reviews)

[Content Snare](/products/content-snare/reviews)

8.4

[Expand/Collapse Content Snare](#)

Overall Usability Score

8.4

Usability Score Breakdown

Ease of Admin

Average: 9.2

9.8

Ease of Use

Average: 9.1

9.8

Meets Requirements

Average: 9.0

8.4

Customer Segment Breakdown

Small Business

89%

Mid Market

11%

[Expand/Collapse Planhat](#)

#19

[![Planhat](https://images.g2crowd.com/uploads/product/hd_favicon/419a7323b926f3ff16b400b2b7ca40c1/planhat%282%29.svg "Planhat")](/products/planhat/reviews)

[Planhat](/products/planhat/reviews)

8.4

[Expand/Collapse Planhat](#)

Overall Usability Score

8.4

Usability Score Breakdown

Ease of Admin

Average: 9.2

8.0

Ease of Use

Average: 9.1

7.9

Meets Requirements

Average: 9.0

8.6

Customer Segment Breakdown

Small Business

32%

Mid Market

61%

Enterprise

7%

[Expand/Collapse Flowla](#)

#20

[![Flowla](https://images.g2crowd.com/uploads/product/hd_favicon/cc13fa2c1f052fb9d45f59e072a95af8/flowla.svg "Flowla")](/products/flowla/reviews)

[Flowla](/products/flowla/reviews)

8.4

[Expand/Collapse Flowla](#)

Overall Usability Score

8.4

Usability Score Breakdown

Ease of Admin

Average: 9.2

8.9

Ease of Use

Average: 9.1

9.3

Meets Requirements

Average: 9.0

9.2

Customer Segment Breakdown

Small Business

75%

Mid Market

16%

Enterprise

9%