Best Customer Onboarding Software 2025

What is Customer Onboarding Software? Customer Onboarding Software also referred to as Client Onboarding Software is used by businesses to help manage and automate post-sale activities and support customer use of a product or service. The software provides visibility into the onboarding process for both businesses and their clients. It helps create a welcoming environment and enables the customer to take full advantage of a product’s capabilities, features, and benefits. This maximizes its ...

We’ve collected videos, features, and capabilities below. Take me there.

All Products(1-25 of 157)

1
ChurnZero
Rating: 9 out of 10
Score
9 out of 10
313 Reviews and Ratings
Top Rated
ChurnZero is a Customer Success platform designed to help subscription businesses succeed through improved customer experiences. ChurnZero helps Customer Success team spot potential churn risks early and see renewal and expansion opportunities faster. Its automation and personalization, in-app ...
2
Bits Technology
Rating: 0 out of 10
0 Reviews and Ratings
Has Pricing Free Trial
Bits Technology offers a full suite for the entire of compliance lifecycle that enables fintechs and financial institutions to stay compliant while scaling their business. Built with a modular, API-first architecture, Bits abstracts away the complexity of building core financial services, such as ...
3
OnRamp
Rating: 8.5 out of 10
Score
8.5 out of 10
2 Reviews and Ratings
Has Pricing
OnRamp is customer onboarding experience software that aims to make white-glove onboarding and implementation possible at any scale. Their customer-led onboarding solution helps B2B businesses deliver better onboarding experiences, keep customers engaged, and ramp up customer value without ramping ...
4
CogniSaaS
Rating: 10 out of 10
Score
10 out of 10
1 Reviews and Ratings
Has Pricing Free Trial
CogniSaaS is a software solution designed to enable onboarding and implementation teams to collaborate with internal and external stakeholders on a single source of truth platform.
5
Setuply Client Onboarding and Lifecycle Management
Rating: 0 out of 10
0 Reviews and Ratings
Has Pricing
Setuply is a platform designed to help B2B companies accelerate revenue recognition, improve client retention, and reduce operational overhead. By unifying the client onboarding and lifecycle management process, Setuply helps teams to deliver value faster and more consistently. Key ...
6
Under.io
Rating: 0 out of 10
0 Reviews and Ratings
Has Pricing Free Trial Live Demo
Under.io is a platform for financial services used to improve the way they onboard and underwrite their customers.
7
Rocketlane
Rating: 8.6 out of 10
Score
8.6 out of 10
20 Reviews and Ratings
Has Pricing Free Trial Live Demo
As per the information provided by the vendor, Rocketlane is a platform specifically designed to cater to onboarding, implementation, and professional services teams. The primary objective of this platform is to enhance collaboration with customers, optimize project delivery efficiency, and augment ...
8
EverAfter
Rating: 0 out of 10
0 Reviews and Ratings
Has Pricing
EverAfter is used to build customer-facing interfaces that guide, engage, and empower customers to work autonomously and achieve their goals in a product.
9
Flowla
Rating: 0 out of 10
0 Reviews and Ratings
Has Pricing Live Demo
Flowla is a client-facing, collaborative platform designed to help revenue teams close deals and onboard customers faster. It turns complex workflows into collaborative experiences by bringing together materials, tasks, stakeholders, and communications in one customizable, branded workspace. Use ...
10
Transvision Client Lifecycle Management (CLM)
Rating: 0 out of 10
0 Reviews and Ratings
Free Trial
Transvision's CLM presents a solution encompassing all facets of the client lifecycle. The solution is designed to elevate the digital onboarding experience through external data validation, documentation, and efficient workflow management. The proprietary screening algorithms play a pivotal role ...
11
Ondato
Rating: 9.1 out of 10
Score
9.1 out of 10
4 Reviews and Ratings
Has Pricing
Ondato is a compliance solution that enables adherence to strict KYC and AML processes. The platform serves as a standalone tool for user verification and onboarding.
12
Along
Rating: 0 out of 10
0 Reviews and Ratings
Has Pricing
Along is a collaborative workspace for complex B2B sales that helps users to engage, close, and onboard buyers using custom digital sales rooms that connect all stakeholders in a single interface. A shared task list (Mutual Action Plan) is used as a central guideline for all content or other ...
13
ERG Onboard
Rating: 0 out of 10
0 Reviews and Ratings
Has Pricing Free Trial
14
VidGuide
Rating: 0 out of 10
0 Reviews and Ratings
Has Pricing Free Trial
15
ChiefOnboarding
Rating: 0 out of 10
0 Reviews and Ratings
Has Pricing Free Trial
16
SiMPLICI
Rating: 0 out of 10
0 Reviews and Ratings
Has Pricing Free Trial
Simplici is a white-labeled, end-to-end account origination and management solution. Simplici apply mobile-first, AI, and biometric-enabled identity verification to deliver fewer abandoned processes, reduced time to onboard, integrations, and fraud prevention. Simplici integrates with core systems ...
17
SitePass
Rating: 0 out of 10
0 Reviews and Ratings
Has Pricing Free Trial
18
Simon
Rating: 0 out of 10
0 Reviews and Ratings
Has Pricing Free Trial
19
Rally Legal
Rating: 0 out of 10
0 Reviews and Ratings
Has Pricing Live Demo
Rally is a client intake, document automation, collaboration, and company management tool that connects law firms to clients to increase retention. Rally keeps client documents, templates, data, minute book and messages in one client portal, where clients can log in as well.
20
Arrows.to
Rating: 8 out of 10
Score
8 out of 10
1 Reviews and Ratings
Has Pricing Free Trial
Arrows is a software solution used to onboard customers faster with collaborative Arrows action plans that connect directly to HubSpot deals and tickets, from the company of the same name in Los Angeles. For a company's internal team, Arrows is designed to reduce manual work and allow them to do ...
21
Pointzi
Rating: 0 out of 10
0 Reviews and Ratings
Has Pricing Free Trial
22
Socure
Rating: 9.7 out of 10
Score
9.7 out of 10
4 Reviews and Ratings
Live Demo
Socure is an AI-powered identity verification system designed to help financial services companies prevent identity fraud losses and remain compliant. The system is comprised of ID+, the identity verification mechanism, a KYC (Know Your Customers) Compliance add-on, which uses additional personally ...
23
ReCoBook
Rating: 0 out of 10
0 Reviews and Ratings
Has Pricing
24
RiddleStory
Rating: 0 out of 10
0 Reviews and Ratings
Has Pricing
25
Smart OnBoarding
Rating: 0 out of 10
0 Reviews and Ratings
Has Pricing

All Products

Learn More about Customer Onboarding Software

What is Customer Onboarding Software?

Customer Onboarding Software also referred to as Client Onboarding Software is used by businesses to help manage and automate post-sale activities and support customer use of a product or service. The software provides visibility into the onboarding process for both businesses and their clients. It helps create a welcoming environment and enables the customer to take full advantage of a product’s capabilities, features, and benefits. This maximizes its value, elevates the customer's experience, and increases satisfaction with the purchase.

The software is designed to support a variety of industries including financial institutions, FinTech, SaaS, healthcare, and education. Customer onboarding software that focuses on financial services and FinTech (also referred to as Digital Customer Onboarding Software) streamlines and automates a complex set of tasks that need to be completed when signing up for and utilizing financial services. It includes Know Your Customer (KYC) due diligence, ID verification, document collection, and making certain that these processes adhere to the relevant legal, regulatory, and credit-related practices.

Customer Onboarding Software is used by customer success managers, customer service operations, and onboarding specialists. It is related to Digital Adoption Platforms which often refer to their products as customer onboarding solutions that provide guidance to customers, employees, and users for technical products and services.

Customer Onboarding Software Features

Customer Onboarding Software includes many of the following features

Manage client onboarding tasks
Project planning and management tools
Onboarding templates and checklists
Onboarding customer journey mapping
Goal setting, mapping goals to features
Workflow automation
Custom onboarding flows by customer segmentation
Coordination and visibility for the onboarding process
Customer Portal
Business and customer collaboration, workspace, and communication tools
Welcoming and support emails
Updates, notifications, and reminders
Implementation support
White label, branding, and personalization
Tracking of onboarding, status monitoring, milestones, issue identification, trends, and reporting
Tutorials, walkthroughs, tool tips, and documentation
Onboarding content and document management
Financial services KYC and ID verification
Security and data protection
Integrations with CRM and Sales Platforms
Mobile support
Cloud-based

Customer Onboarding Software Comparison

Consider the following when purchasing Customer Onboarding Software solutions.

Use Case: Many customer onboarding solutions will support a range of industries. There are vendor products that specialize in supporting the unique elements of financial services onboarding. Solutions that focus on SaaS onboarding or app onboarding are usually included in Digital Adoption Platforms.

Scope: Customer onboarding features can be found in customer experience, customer success, and digital adoption platforms. Standalone products usually have more robust and advanced features.

Consulting Services: Some vendors offer customer onboarding consulting services.

Pricing Information

Prices are driven by the features included and the number of users supported. Prices can range from $40 a month for basic products to $900 a month for enterprise users. Price quotes are often required. Free trials are available.

Related Categories

Loading related categories...

Customer Onboarding FAQs

What does Customer Onboarding Software do?

Customer Onboarding Software provides the tools for businesses to efficiently introduce a product or service’s features to a new customer, guide its implementation, and enable customers to maximize the value and benefits of their purchase. It is used by customer success and onboarding specialists in industries such as financial services, healthcare, and education.

What are the benefits of using Customer Onboarding Software?

Customer Onboarding Software builds customer relationships by empowering customers to reach their goals and achieve success. It helps demonstrate product value and benefits. It expedites onboarding, provides a better customer experience, increases client satisfaction, reduces churn, and improves retention. The software helps increase renewals and promotes conversions from free to paid plans, increasing revenue. It drives digital transformation, reduces fraudulent use of products and services, and contributes to more efficient and effective customer success teams.

What are the best Customer Onboarding Software products?

These are some of the popular Customer Onboarding Software products.

How much does Customer Onboarding Software cost?

Prices range from $40 a month for basic solutions to over $900 a month for enterprise users. Free trials are available and obtaining a custom price quote is recommended.