Best Client Onboarding Software

Products Buyer's Guide
9.6
Apty
★★★★★

Apty

Accelerate selling, support, and training with Apty's Workflows real-time step-by-step guidance for your prospects, customers, employees or partners in their precise moment of need. Apty also ensures data accuracy, automates documentation, and streamlines cross-application processes. All with zero integration or changes to your underlying website or application required.

Native-looking interface to help with onboarding issues - User in Marketing and Advertising

Ease of use
9.6
Support
9.4
Ease of Setup
9.2

Languages supported: Arabic, German, English, French, Spanish, Chinese (Simplified)

9.2
CustomerSuccessBox
★★★★★

CustomerSuccessBox

CustomerSuccessBox is an actionable customer success platform for B2B SaaS companies.

Eagleview - Divyanshu S.

Ease of use
8.6
Support
9.3
Ease of Setup
0.0

Languages supported: English

8.8
WalkMe
★★★★★

WalkMe

WalkMe pioneered the Digital Adoption Platform (DAP) to transform the user experience in today's overwhelming digital world. Using artificial intelligence, analytics, engagement, guidance and automation, WalkMe's transparent overlay assists users to complete tasks easily within any enterprise software, mobile application or website.

Easiest way to create a navigation map for your customers - User in Marketing and Advertising

Ease of use
7.9
Support
8.9
Ease of Setup
0.0

Platforms: Mac, Win, Linux

Price: $$$$$

Business Size: 1

10.0
Onboard
★★★★★

Onboard

Onboard customers faster with Onboard's software enabling B2B Software companies to automate, streamline & organize their customer onboarding and implementation processes.

Big fan of Onboard! - Sam M.

Ease of use
Support
Ease of Setup

Languages supported: English

Platforms: Mac, Win, Linux

Price: $$$$$

Business Size: 0

9.4
GuideCX
★★★★★

GuideCX

GuideCX facilitates a seamless transition between your sales and implementation staff. Our product simplifies complex implementation, on-boarding, and sales processes by keeping the customer, internal staff, and 3rd parties on the same page. This is done by an intuitive interface that communicates progress to all parties in a meaningful and thoughtful way.

GuideCX is the solution we have been looking for! - Cody F.

Ease of use
9.2
Support
9.4
Ease of Setup
8.5

Languages supported: English

9.4
ChurnZero
★★★★★

ChurnZero

ChurnZero's real-time SaaS platform helps subscription businesses fight customer churn.

Serious bit of kit and great support team - Emma M.

Ease of use
8.5
Support
9.5
Ease of Setup
8.2

Languages supported: English

Platforms: Mac, Win, Linux

Price: $$$$$

Business Size: 1

10.0
Affinity Canvas
★★★★★

Affinity Canvas

Affinity Canvas is a simple-to-use yet robust tool for client success, implementation, and customer onboarding teams. Our platform improves onboarding times and ensures a great experience for customers while holding both customers and employees accountable. Through improved processes, better customer engagement, and memorable experiences, you'll maintain better customer relationships, increase retention, and scale your business.

Awesome platform for onboarding new clients and partners! - Jordan P.

Ease of use
Support
Ease of Setup
9.8
Userlane
★★★★★

Userlane

Userlane is the fastest and most intuitive Digital Adoption Platform for enterprise companies on the market. We offer enterprise-grade quality with a consumer-grade user experience. Our product is a guidance layer that goes on top of any browser-based software application. Users are guided step-by-step through all digital processes they're required to navigate on-screen, in real-time.

Innovative Product and a cooperation of equals! - Administrator in Retail

Ease of use
9.4
Support
9.9
Ease of Setup
9.0

Languages supported: German, English, French, Italian, Spanish, Chinese (Simplified)

8.8
TaskRay
★★★★★

TaskRay

TaskRay helps businesses onboard customers faster and more efficiently. By using TaskRay's templating and automation functions high tech, SaaS, Wealth Management, Manufacturing, and Franchising businesses can build systems that scale whether they have 100 customers or 10,000 customers.

not what I was looking for - Vivian R.

Ease of use
8.5
Support
8.9
Ease of Setup
7.4

Languages supported: English

9.4
SmartKarrot CS
★★★★★

SmartKarrot CS

Intelligent, actionable customer success platform to drive predictable and repeatable success.

Many customer success tools in one place - Amit S.

Ease of use
9.2
Support
9.5
Ease of Setup
9.4

Languages supported: English

B2B Software Guide