Best Client Onboarding Software

SS
Researched and written by Subhransu Sahu

Client onboarding software helps companies manage post-sales activities related to the delivery of the services sold by the company. This type of software can be used to manage software implementations and onboard clients in industries such as financial services, healthcare, or education. Client onboarding software is used by project managers in charge of implementation, customers, and other parties involved, like consultants.

There are two major types of client onboarding software—best of breed (which focuses exclusively on client onboarding) and all-in-one solutions that provide features for client onboarding combined with other functionality for other business needs such as customer success management.

This type of software should not be confused with project management software, which is too generic for onboarding, or digital adoption platforms, that focus on user onboarding. Client onboarding software integrates with CRM software, sales software, and IT management software.

To qualify for inclusion in the Client Onboarding category, a product must:

Manage tasks and projects related to client onboarding and implementation
Allow internal and external stakeholders to collaborate and communicate
Provide visibility into the onboarding process to keep everyone on the same page
Include features for branding and personalization for white-label projects
Track the progress of the onboarding projects and share it with stakeholders
Identify bottlenecks and project trends that may impact onboarding activities
Store documents and content related to onboarding and protect sensitive information

Best Client Onboarding Software At A Glance

Leader:
Rocketlane
Rocketlane
Highest Performer:
Along
Along
Most Niche:
Custify
Custify
Most Trending:
Rocketlane
Rocketlane
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Most Niche:
Custify
Custify
Most Trending:
Rocketlane
Rocketlane

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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54 Listings in Client Onboarding Available
Rocketlane
(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 next-gen PSA platform that unifies your projects, resources, and time into a single, powerful system. Run your entire service delivery engine effortlessly—keeping projects on track, op

    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 provides a shared view of onboarding projects, allowing users to track progress and collaborate with teams and stakeholders.
    • Users like the intuitive interface, seamless integration with CRM, and the ability to create tasks and save new projects, with many praising the tool's user-friendliness, ease of use, and the visibility it provides on projects.
    • Reviewers mentioned issues with the tool's filtering options, minor bugs, occasional lags, and the need for improvement in the Gantt chart, reporting capabilities, and notification options, as well as occasional issues with the tool's speed and the need for better analytics options.
  • 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
    337
    Project Management
    200
    Project Tracking
    146
    Task Management
    118
    Time Tracking
    113
    Cons
    Missing Features
    58
    Slow Loading
    58
    Slow Performance
    49
    Learning Curve
    41
    Task Management
    36
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Rocketlane features and usability ratings that predict user satisfaction
    8.9
    Optimization
    Average: 8.6
    9.0
    Resources
    Average: 8.6
    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
    1,363 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 next-gen PSA platform that unifies your projects, resources, and time into a single, powerful system. Run your entire service delivery engine effortlessly—keeping projects on track, op

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 provides a shared view of onboarding projects, allowing users to track progress and collaborate with teams and stakeholders.
  • Users like the intuitive interface, seamless integration with CRM, and the ability to create tasks and save new projects, with many praising the tool's user-friendliness, ease of use, and the visibility it provides on projects.
  • Reviewers mentioned issues with the tool's filtering options, minor bugs, occasional lags, and the need for improvement in the Gantt chart, reporting capabilities, and notification options, as well as occasional issues with the tool's speed and the need for better analytics options.
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
337
Project Management
200
Project Tracking
146
Task Management
118
Time Tracking
113
Cons
Missing Features
58
Slow Loading
58
Slow Performance
49
Learning Curve
41
Task Management
36
Rocketlane features and usability ratings that predict user satisfaction
8.9
Optimization
Average: 8.6
9.0
Resources
Average: 8.6
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
1,363 Twitter followers
LinkedIn® Page
www.linkedin.com
148 employees on LinkedIn®
ChurnZero
(1,365)4.7 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.

    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
    172
    Customer Support
    88
    Helpful
    87
    Efficiency
    75
    Integrations
    66
    Cons
    Learning Curve
    56
    Not Intuitive
    44
    Steep Learning Curve
    40
    Complexity
    38
    Missing Features
    31
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • ChurnZero features and usability ratings that predict user satisfaction
    8.7
    Optimization
    Average: 8.6
    8.7
    Resources
    Average: 8.6
    8.5
    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
    1,818 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
172
Customer Support
88
Helpful
87
Efficiency
75
Integrations
66
Cons
Learning Curve
56
Not Intuitive
44
Steep Learning Curve
40
Complexity
38
Missing Features
31
ChurnZero features and usability ratings that predict user satisfaction
8.7
Optimization
Average: 8.6
8.7
Resources
Average: 8.6
8.5
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
1,818 Twitter followers
LinkedIn® Page
www.linkedin.com
150 employees on LinkedIn®
Get a quote

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Planhat
(694)4.6 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.

    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
    145
    Customer Support
    109
    Positive Experience
    85
    Helpful
    79
    Customer Experience
    73
    Cons
    Learning Curve
    55
    Steep Learning Curve
    45
    Integration Issues
    43
    Missing Features
    39
    Complexity
    37
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Planhat features and usability ratings that predict user satisfaction
    8.3
    Optimization
    Average: 8.6
    8.0
    Resources
    Average: 8.6
    8.2
    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
    1,037 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
145
Customer Support
109
Positive Experience
85
Helpful
79
Customer Experience
73
Cons
Learning Curve
55
Steep Learning Curve
45
Integration Issues
43
Missing Features
39
Complexity
37
Planhat features and usability ratings that predict user satisfaction
8.3
Optimization
Average: 8.6
8.0
Resources
Average: 8.6
8.2
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
1,037 Twitter followers
LinkedIn® Page
www.linkedin.com
170 employees on LinkedIn®
Get a quote
GUIDEcx
(453)4.6 out of 5
4th 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 customer onboarding and project management platform that helps streamline processes, enhance client experiences, and improve efficiency through automation and collaborative tools.
    • Reviewers appreciate the user-friendly interface, automation features, and collaborative tools of GuideCX, as well as its ability to pair with Salesforce, which they find invaluable for enhancing customer journeys and reducing work hours for internal teams.
    • Users experienced some issues with GuideCX, such as glitches when impersonating a user's profile, difficulty in updating due dates in bulk, and slow page loading times for large projects.
  • 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
    98
    Task Management
    50
    Project Management
    44
    Project Tracking
    37
    Task Tracking
    37
    Cons
    Missing Features
    27
    Missing Functionality
    16
    Email Functionality
    15
    Email Issues
    15
    Limited Features
    14
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • GUIDEcx features and usability ratings that predict user satisfaction
    8.2
    Optimization
    Average: 8.6
    8.4
    Resources
    Average: 8.6
    8.6
    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
    178 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 customer onboarding and project management platform that helps streamline processes, enhance client experiences, and improve efficiency through automation and collaborative tools.
  • Reviewers appreciate the user-friendly interface, automation features, and collaborative tools of GuideCX, as well as its ability to pair with Salesforce, which they find invaluable for enhancing customer journeys and reducing work hours for internal teams.
  • Users experienced some issues with GuideCX, such as glitches when impersonating a user's profile, difficulty in updating due dates in bulk, and slow page loading times for large projects.
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
98
Task Management
50
Project Management
44
Project Tracking
37
Task Tracking
37
Cons
Missing Features
27
Missing Functionality
16
Email Functionality
15
Email Issues
15
Limited Features
14
GUIDEcx features and usability ratings that predict user satisfaction
8.2
Optimization
Average: 8.6
8.4
Resources
Average: 8.6
8.6
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
178 Twitter followers
LinkedIn® Page
www.linkedin.com
53 employees on LinkedIn®
Read GUIDEcx Reviews
Vitally
(627)4.5 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.

    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
    • 42% 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
    179
    Customization
    75
    Integrations
    68
    Customer Support
    59
    Intuitive
    56
    Cons
    Complexity
    48
    Missing Functionality
    32
    Integration Issues
    31
    Not Intuitive
    31
    Steep Learning Curve
    29
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Vitally features and usability ratings that predict user satisfaction
    8.2
    Optimization
    Average: 8.6
    8.1
    Resources
    Average: 8.6
    8.2
    Content
    Average: 8.7
    8.5
    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
  • 42% 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
179
Customization
75
Integrations
68
Customer Support
59
Intuitive
56
Cons
Complexity
48
Missing Functionality
32
Integration Issues
31
Not Intuitive
31
Steep Learning Curve
29
Vitally features and usability ratings that predict user satisfaction
8.2
Optimization
Average: 8.6
8.1
Resources
Average: 8.6
8.2
Content
Average: 8.7
8.5
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®
Moxo
(168)4.5 out of 5
Optimized for quick response
10th 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
    • 79% Small-Business
    • 20% 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
    25
    Intuitive
    24
    Cons
    Missing Features
    31
    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
    8.6
    Optimization
    Average: 8.6
    8.8
    Resources
    Average: 8.6
    9.0
    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
    10,087 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
  • 79% Small-Business
  • 20% 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
25
Intuitive
24
Cons
Missing Features
31
Limited Features
18
Limited Customization
17
Lacking Features
13
Missing Functionality
11
Moxo features and usability ratings that predict user satisfaction
8.6
Optimization
Average: 8.6
8.8
Resources
Average: 8.6
9.0
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
10,087 Twitter followers
LinkedIn® Page
www.linkedin.com
220 employees on LinkedIn®
Get a quote
Totango
(1,041)4.3 out of 5
Optimized for quick response
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    • Customer Success Manager
    • CSM
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 58% Mid-Market
    • 23% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Totango Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    219
    Helpful
    100
    Customization
    87
    Customer Support
    85
    Intuitive
    78
    Cons
    Learning Curve
    75
    Integration Issues
    65
    Limitations
    63
    Missing Features
    59
    Lack of Integration
    44
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Totango features and usability ratings that predict user satisfaction
    8.0
    Optimization
    Average: 8.6
    8.3
    Resources
    Average: 8.6
    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
    7,509 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    116 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • Customer Success Manager
  • CSM
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 58% Mid-Market
  • 23% Small-Business
Totango Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
219
Helpful
100
Customization
87
Customer Support
85
Intuitive
78
Cons
Learning Curve
75
Integration Issues
65
Limitations
63
Missing Features
59
Lack of Integration
44
Totango features and usability ratings that predict user satisfaction
8.0
Optimization
Average: 8.6
8.3
Resources
Average: 8.6
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
7,509 Twitter followers
LinkedIn® Page
www.linkedin.com
116 employees on LinkedIn®
Get a quote
Process Street
(408)4.6 out of 5
13th Easiest To Use in Client Onboarding software
Save to My Lists
Entry Level Price:$100.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    • CEO
    • Owner
    Industries
    • Real Estate
    • Information Technology and Services
    Market Segment
    • 73% 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
    83
    Task Management
    32
    Efficiency
    31
    Automation Efficiency
    26
    Easy Creation
    21
    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: 8.6
    8.5
    Resources
    Average: 8.6
    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
    2,751 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    52 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • CEO
  • Owner
Industries
  • Real Estate
  • Information Technology and Services
Market Segment
  • 73% 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
83
Task Management
32
Efficiency
31
Automation Efficiency
26
Easy Creation
21
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: 8.6
8.5
Resources
Average: 8.6
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
2,751 Twitter followers
LinkedIn® Page
www.linkedin.com
52 employees on LinkedIn®
Userlane
(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: 8.6
    9.6
    Resources
    Average: 8.6
    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
    7,508 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: 8.6
9.6
Resources
Average: 8.6
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
7,508 Twitter followers
LinkedIn® Page
www.linkedin.com
82 employees on LinkedIn®
Read Userlane Reviews
EverAfter
(132)4.6 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.

    With EverAfter you can craft digital journeys that are scalable, customer-facing, engaging and outcome driven. With our platform you can personalize every step, push users to take action, and keep the

    Users
    • Customer Success Manager
    • CSM
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 59% Mid-Market
    • 29% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • EverAfter 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
    42
    Customer Support
    28
    Customization
    23
    Integrations
    20
    Intuitive
    19
    Cons
    Slow Performance
    8
    Complexity
    7
    Missing Features
    7
    Learning Curve
    6
    Initial Overwhelm
    5
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • EverAfter features and usability ratings that predict user satisfaction
    8.5
    Optimization
    Average: 8.6
    8.1
    Resources
    Average: 8.6
    8.7
    Content
    Average: 8.7
    8.8
    Ease of Use
    Average: 9.0
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    EverAfter
    Company Website
    HQ Location
    Tel Aviv, IL
    LinkedIn® Page
    www.linkedin.com
    35 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

With EverAfter you can craft digital journeys that are scalable, customer-facing, engaging and outcome driven. With our platform you can personalize every step, push users to take action, and keep the

Users
  • Customer Success Manager
  • CSM
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 59% Mid-Market
  • 29% Small-Business
EverAfter 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
42
Customer Support
28
Customization
23
Integrations
20
Intuitive
19
Cons
Slow Performance
8
Complexity
7
Missing Features
7
Learning Curve
6
Initial Overwhelm
5
EverAfter features and usability ratings that predict user satisfaction
8.5
Optimization
Average: 8.6
8.1
Resources
Average: 8.6
8.7
Content
Average: 8.7
8.8
Ease of Use
Average: 9.0
Seller Details
Seller
EverAfter
Company Website
HQ Location
Tel Aviv, IL
LinkedIn® Page
www.linkedin.com
35 employees on LinkedIn®
Get a quote
Along
(57)4.9 out of 5
3rd 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
    • 79% Small-Business
    • 21% 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
    18
    Deal Closure
    17
    Efficiency
    16
    Customer Support
    15
    Cons
    Missing Features
    3
    Bugs
    2
    Limited Automation
    2
    Limited Features
    2
    Software Bugs
    2
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Along features and usability ratings that predict user satisfaction
    9.2
    Optimization
    Average: 8.6
    9.2
    Resources
    Average: 8.6
    9.6
    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
    32 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
  • 79% Small-Business
  • 21% 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
18
Deal Closure
17
Efficiency
16
Customer Support
15
Cons
Missing Features
3
Bugs
2
Limited Automation
2
Limited Features
2
Software Bugs
2
Along features and usability ratings that predict user satisfaction
9.2
Optimization
Average: 8.6
9.2
Resources
Average: 8.6
9.6
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
32 Twitter followers
LinkedIn® Page
www.linkedin.com
13 employees on LinkedIn®
Read Along Reviews
Content Snare
(50)4.8 out of 5
7th 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
    13
    Customer Support
    8
    Client Management
    6
    Automation
    5
    Time-saving
    5
    Cons
    Data Saving Issues
    1
    Difficult Learning
    1
    Editing Issues
    1
    Email Functionality
    1
    Expensive
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Content Snare features and usability ratings that predict user satisfaction
    8.1
    Optimization
    Average: 8.6
    8.6
    Resources
    Average: 8.6
    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
    919 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
13
Customer Support
8
Client Management
6
Automation
5
Time-saving
5
Cons
Data Saving Issues
1
Difficult Learning
1
Editing Issues
1
Email Functionality
1
Expensive
1
Content Snare features and usability ratings that predict user satisfaction
8.1
Optimization
Average: 8.6
8.6
Resources
Average: 8.6
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
919 Twitter followers
LinkedIn® Page
www.linkedin.com
9 employees on LinkedIn®
Read Content Snare Reviews
OnRamp
(125)4.5 out of 5
Optimized for quick response
12th 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
    Missing Functionality
    6
    Lack of Integration
    5
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • OnRamp features and usability ratings that predict user satisfaction
    8.6
    Optimization
    Average: 8.6
    8.6
    Resources
    Average: 8.6
    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
    48 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
Missing Functionality
6
Lack of Integration
5
OnRamp features and usability ratings that predict user satisfaction
8.6
Optimization
Average: 8.6
8.6
Resources
Average: 8.6
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
48 Twitter followers
LinkedIn® Page
www.linkedin.com
33 employees on LinkedIn®
Get a quote
Dock
(141)4.9 out of 5
11th 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
    • 54% 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
    31
    Customer Support
    15
    Efficiency
    15
    Centralization
    12
    Visibility
    11
    Cons
    Bugs
    5
    Missing Functionality
    4
    Not Intuitive
    4
    Initial Difficulties
    3
    Link Issues
    3
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Dock features and usability ratings that predict user satisfaction
    8.4
    Optimization
    Average: 8.6
    8.9
    Resources
    Average: 8.6
    9.3
    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
    606 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
  • 54% 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
31
Customer Support
15
Efficiency
15
Centralization
12
Visibility
11
Cons
Bugs
5
Missing Functionality
4
Not Intuitive
4
Initial Difficulties
3
Link Issues
3
Dock features and usability ratings that predict user satisfaction
8.4
Optimization
Average: 8.6
8.9
Resources
Average: 8.6
9.3
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
606 Twitter followers
LinkedIn® Page
www.linkedin.com
21 employees on LinkedIn®
Moovila
(32)4.8 out of 5
Optimized for quick response
Save to My Lists
Entry Level Price:Starting at $25.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Moovila Perfect Project is an AI-driven project automation platform designed to assist organizations in streamlining their processes, optimizing resource allocation, and proactively managing risks and

    Users
    No information available
    Industries
    • Information Technology and Services
    Market Segment
    • 53% Mid-Market
    • 34% 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.
    • Moovila is a project management tool that integrates with ConnectWise and other PSAs to help teams manage and prioritize their workload.
    • Reviewers like the ease of use, the Smart Schedule feature, the ability to create custom dashboards, and the seamless integration with ConnectWise and other PSAs, which makes project management more efficient.
    • Users experienced a steep learning curve with the interface, found it to be clunky and overwhelming at times, and wished for more customization options and granular reporting capabilities.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Moovila 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
    Project Management
    17
    Ease of Use
    16
    Automation
    9
    Customer Support
    9
    Efficiency
    9
    Cons
    Limited Customization
    4
    Learning Curve
    3
    Limited Features
    3
    Complexity
    2
    Formatting Issues
    2
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Moovila features and usability ratings that predict user satisfaction
    9.6
    Optimization
    Average: 8.6
    9.0
    Resources
    Average: 8.6
    9.2
    Content
    Average: 8.7
    9.4
    Ease of Use
    Average: 9.0
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Moovila
    Company Website
    HQ Location
    Mount Pleasant, South Carolina
    Twitter
    @Moovila_App
    772 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.

Moovila Perfect Project is an AI-driven project automation platform designed to assist organizations in streamlining their processes, optimizing resource allocation, and proactively managing risks and

Users
No information available
Industries
  • Information Technology and Services
Market Segment
  • 53% Mid-Market
  • 34% 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.
  • Moovila is a project management tool that integrates with ConnectWise and other PSAs to help teams manage and prioritize their workload.
  • Reviewers like the ease of use, the Smart Schedule feature, the ability to create custom dashboards, and the seamless integration with ConnectWise and other PSAs, which makes project management more efficient.
  • Users experienced a steep learning curve with the interface, found it to be clunky and overwhelming at times, and wished for more customization options and granular reporting capabilities.
Moovila 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
Project Management
17
Ease of Use
16
Automation
9
Customer Support
9
Efficiency
9
Cons
Limited Customization
4
Learning Curve
3
Limited Features
3
Complexity
2
Formatting Issues
2
Moovila features and usability ratings that predict user satisfaction
9.6
Optimization
Average: 8.6
9.0
Resources
Average: 8.6
9.2
Content
Average: 8.7
9.4
Ease of Use
Average: 9.0
Seller Details
Seller
Moovila
Company Website
HQ Location
Mount Pleasant, South Carolina
Twitter
@Moovila_App
772 Twitter followers
LinkedIn® Page
www.linkedin.com
33 employees on LinkedIn®
Get a quote
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