# Best Client Onboarding Software

## How Many Client Onboarding Software Products Does G2 Track?

**Total Products under this Category:** 92

### Category Stats (Aug 2026)

- **Average Rating:** 4.62/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Kytes (+0.2%) - Among all products in this category, Kytes recorded the largest rating increase compared to last month

_Last updated: August 30, 2026_

## How Does G2 Rank Client Onboarding Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 11,600+ Authentic Reviews
- 92+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

## G2 Grid® for Client Onboarding Software
 ![G2 Grid® for Client Onboarding Software plotting products by satisfaction and market presence](https://www.g2.com/categories/client-onboarding/grids.png?focus%5B%5D=24829&focus%5B%5D=24723&focus%5B%5D=152187&focus%5B%5D=161058&focus%5B%5D=139051&focus%5B%5D=16700&focus%5B%5D=70836&focus%5B%5D=146555)

Highlighted products: Planhat, ChurnZero, Rocketlane, Dock, Assembly, Moxo, Vitally, and Product Fruits.

Underlying data: [Grid® JSON](https://www.g2.com/categories/client-onboarding/grids.json?focus%5B%5D=planhat&focus%5B%5D=churnzero&focus%5B%5D=rocketlane-corp&focus%5B%5D=dock&focus%5B%5D=assemblysoftware&focus%5B%5D=moxo-g2&focus%5B%5D=vitally&focus%5B%5D=product-fruits)

**Sponsored**

### OnRamp

OnRamp is an intelligent customer onboarding and engagement solution designed to help businesses streamline their customer success processes. By automating the onboarding project kick-off directly from the CRM, OnRamp enables organizations to provide a more efficient and personalized experience for their customers. This software solution focuses on reducing the time it takes for customers to realize value from a product or service, thereby minimizing churn risk and fostering long-term relationships. Targeted primarily at customer success teams, OnRamp is particularly beneficial for companies that prioritize customer engagement and retention. It caters to a diverse range of industries, including SaaS, e-commerce, and service-based businesses, where effective onboarding is crucial for maximizing customer satisfaction and loyalty. The platform's personalized workflows guide customers through the onboarding process, ensuring that they receive the support and resources they need at every stage of their journey. Key features of OnRamp include real-time visibility into onboarding progress, inline collaboration tools, and usage insights that keep customers engaged. The ability to monitor onboarding milestones and track customer interactions allows businesses to proactively address any challenges that may arise, further enhancing the customer experience. Additionally, the scalable workflows offered by OnRamp enable organizations to deliver a high-touch experience without the need for increasing headcount, making it a cost-effective solution for managing customer success initiatives. By leveraging OnRamp, companies can achieve faster onboarding times, higher product adoption rates, and stronger customer relationships. The platform not only helps in retaining existing customers but also supports revenue growth through expansion opportunities. As businesses utilize OnRamp to enhance their customer engagement strategies, they can expect measurable improvements in customer satisfaction and loyalty, ultimately transforming customer success into a sustainable growth engine.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=2645&secure%5Bchosen_at%5D=2026-08-31T02%3A15%3A22Z&secure%5Bdisplayable_resource_id%5D=2645&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=2645&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=151082&secure%5Bresource_id%5D=2645&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fclient-onboarding&secure%5Btoken%5D=a93bceb1e0e6589cfba6493cf94329bee3a6a8b77f7f20487d5951bad6463503&secure%5Burl%5D=https%3A%2F%2Fhubs.la%2FQ03_ZbGR0&secure%5Burl_type%5D=custom_url)

### [Planhat](https://www.g2.com/products/planhat/reviews)

Planhat is an agentic customer platform, built to give humans and AI agents the full context they need to drive exceptional customer outcomes. Commercial teams at B2B enterprises use Planhat to automate workflows across the entire customer lifecycle, from onboarding and expansion to renewals and scaled customer success, turning better outcomes into revenue growth and enduring profitability. The platform spans three solutions; a category-leading Customer Success Platform (CSP), a comprehensive CRM system, and most recently, an AI-native Professional Services Automation (PSA) offering. The PSA brings resource management, project delivery, and services revenue into the same unified data model that has powered Planhat's category leading CSP for over a decade, helping teams drive adoption, reduce churn, and identify expansion opportunities through Customer 360 profiles, health scoring, and customer analytics. Core capabilities include AI workflows, conversational AI, and customer portals, all based on high-fidelity time-series data. Planhat serves organizations across software, IT and telecoms, healthcare & life sciences, financial services, and security.

**Average Rating:** 4.5/5.0

**Total Reviews:** 945

#### How Do G2 Users Rate Planhat?

- **Optimization:** 8.0/10 (Category avg: 8.7/10)
- **Resources:** 7.7/10 (Category avg: 8.7/10)
- **Content:** 8.0/10 (Category avg: 8.9/10)
- **Ease of Use:** 8.3/10 (Category avg: 9.1/10)

#### Who Is the Company Behind Planhat?

- **Seller:** [Planhat](https://www.g2.com/sellers/planhat)
- **Company Website:** www.planhat.com
- **Year Founded:** 2015
- **HQ Location:** Stockholm, Stockholm County
- **Twitter:** @planhat  
1,045 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0532de0a57ab5ad26032eca9b36751853eefa678afdf93aa4efe6efaf1c6d5b3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F10168756%2F&secure%5Burl_type%5D=linkedin_company_website)  
248 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Customer Success Manager, Head of Customer Success
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 60% Medium, 31% Small

#### What Do G2 Reviewers Say About Planhat?

_AI-generated summary from verified user reviews_

##### Pros

- Users find the **ease of use** of Planhat exceptional, facilitating smooth integration and team adoption.
- Users commend the **exceptional customer support** from Planhat, enhancing their experience and ensuring effective collaboration.
- Users value the **extensive customization** options in Planhat, enhancing their experience and streamlining workflows effectively.
- Users appreciate the **automation efficiency** of Planhat, enhancing their workflow and streamlining customer management seamlessly.
- Users value the **helpfulness** of Planhat, noting its excellent support and comprehensive features for managing customer success.

##### Cons

- Users find the **learning curve steep** , struggling to navigate features and setup pages during initial use of Planhat.
- Users find the **complexity of Planhat** daunting, with a challenging learning curve that hinders initial usability.
- Users note a **steep learning curve** with Planhat, though support accelerates the process and enhances understanding.
- Users face **integration issues** with Planhat, causing challenges in data management and trustworthiness among teams.
- Users find the **formula fields restrictive** , desiring greater flexibility and automation for easier customization and efficiency.

#### What Are Recent G2 Reviews of Planhat?

**["A Strategic Platform for Scaling Customer Success"](https://www.g2.com/survey_responses/planhat-review-11771625)**

**Rating:** 5.0/5.0 stars

_— Ty R._

[Read full review](https://www.g2.com/survey_responses/planhat-review-11771625)

**["Intuitive UI, Powerful Integrations, and a Supportive Planhat Team"](https://www.g2.com/survey_responses/planhat-review-13119419)**

**Rating:** 4.5/5.0 stars

_— Carly P._

[Read full review](https://www.g2.com/survey_responses/planhat-review-13119419)

#### What Are G2 Users Discussing About Planhat?

- [What is Planhat used for?](https://www.g2.com/discussions/what-is-planhat-used-for)

### [ChurnZero](https://www.g2.com/products/churnzero/reviews)

ChurnZero is the AI platform and partner for customer growth. Customer teams use ChurnZero to drive revenue and retention, work more efficiently, and deliver the best possible customer experience. The platform unifies your customer data, team expertise, and AI into a single system engineered to elevate customer success. It provides clear insight into what customers need and helps you deliver it, making it easy to scale onboarding, adoption, renewal, and expansion programs as your customer base grows. ChurnZero’s AI agents are purpose-built for the specific needs of customer teams. They interpret customer data, embed seamlessly into your existing workflows, and are flexible by design. You decide how much you want AI to do, and where and when it does it, so you’re always in control. ChurnZero is more than software. Our CS, implementation, and support teams are true partners who ensure your team succeeds at scale.

**Average Rating:** 4.7/5.0

**Total Reviews:** 1,599

#### How Do G2 Users Rate ChurnZero?

- **Optimization:** 8.7/10 (Category avg: 8.7/10)
- **Resources:** 8.6/10 (Category avg: 8.7/10)
- **Content:** 8.5/10 (Category avg: 8.9/10)
- **Ease of Use:** 8.5/10 (Category avg: 9.1/10)

#### Who Is the Company Behind ChurnZero?

- **Seller:** [ChurnZero](https://www.g2.com/sellers/churnzero)
- **Company Website:** churnzero.com
- **Year Founded:** 2015
- **HQ Location:** Washington, District of Columbia
- **Twitter:** @churnzero  
1,792 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b89852c213c504201beddc5ec592f21f9fc3de4f10ae13c95f5b53cffedc6d33&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F9475578%2F&secure%5Burl_type%5D=linkedin_company_website)  
147 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Customer Success Manager, Director of Customer Success
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 62% Medium, 27% Small

#### What Do G2 Reviewers Say About ChurnZero?

_AI-generated summary from verified user reviews_

##### Pros

- Users find ChurnZero to be **intuitive and user-friendly** , streamlining their operations and enhancing customer engagement.
- Users value the **helpful customer success management** that aids in efficiently monitoring and engaging with clients.
- Users love the **automation features** of ChurnZero, enhancing organization and streamlining workflows for improved customer success.
- Users rave about the **fantastic customer support** from ChurnZero, enhancing their experience and efficiency significantly.
- Users commend ChurnZero for its **efficiency in organization and adaptability** , streamlining workflows and enhancing customer management.

##### Cons

- Users find the **learning curve steep** , resulting in a time-consuming process before fully benefiting from ChurnZero.
- Users find the **complexity of navigation and report creation** in ChurnZero challenging, impacting overall usability.
- Users find ChurnZero's interface **not intuitive** , complicating email formatting, navigation, and integration processes.
- Users note the **missing features** in ChurnZero, expressing a desire for better account overview and customization options.
- Users face a **steep learning curve** with ChurnZero, requiring time and effort to achieve proficiency with features.

#### What Are Recent G2 Reviews of ChurnZero?

**["ChurnZero Is a Must-Have: Flexible, Intuitive, and Highly Reliable"](https://www.g2.com/survey_responses/churnzero-review-13240867)**

**Rating:** 5.0/5.0 stars

_— Nazanin T._

[Read full review](https://www.g2.com/survey_responses/churnzero-review-13240867)

**["ChurnZero: A Powerful Source of Truth with Excellent Training and AI Agents"](https://www.g2.com/survey_responses/churnzero-review-13368490)**

**Rating:** 4.5/5.0 stars

_— Nicki E._

[Read full review](https://www.g2.com/survey_responses/churnzero-review-13368490)

#### What Are G2 Users Discussing About ChurnZero?

- [What is ChurnZero used for?](https://www.g2.com/discussions/what-is-churnzero-used-for) - 1 comment

### [Rocketlane](https://www.g2.com/products/rocketlane-corp/reviews)

Rocketlane is the world’s first Agentic Professional Services Automation (PSA) platform, built to transform how professional services teams deliver value in the AI-first era. While traditional PSAs focus on recording work, Rocketlane accelerates it through a connected system that unifies the entire front and back office. The platform brings together project delivery, resource management, time tracking, billing, and financial operations alongside collaboration capabilities such as Spaces, real-time chat, a modern client portal, Sheets for structured data, and a powerful Custom Apps framework that lets teams model any workflow inside Rocketlane. Everything lives in a single ecosystem, eliminating tool sprawl and fragmented data that slows down services teams. At the core of this is Nitro, Rocketlane's agentic execution layer: a network of intelligent AI agents that execute real delivery tasks, automate setup, manage workflows, detect risks, enforce governance, and continuously learn from patterns across the organization. This shift unlocks faster go-lives, better utilization, proactive issue detection, consistent delivery quality, and a level of operational resilience that was previously impossible. Over 650 companies, including Retool, Coursera, Postman, Intercom, Glean, AuditBoard, Vercel, Sprinklr, Worldpay, Grafana, OpenGov, and Outreach trust Rocketlane to run their mission-critical delivery processes. Customers across SaaS, services, and consulting use Rocketlane to shorten onboarding timelines, reduce escalations, improve forecasting accuracy, and accelerate moving from booked to consumed revenue. Founded in 2020, headquartered in the US, and operating globally with teams across India and the UK, Rocketlane is backed by leading investors, including Nexus Venture Partners and 8VC. The company’s rapid growth reflects strong market confidence in its category-defining vision for Agentic PSA.

**Average Rating:** 4.7/5.0

**Total Reviews:** 836

#### How Do G2 Users Rate Rocketlane?

- **Optimization:** 8.9/10 (Category avg: 8.7/10)
- **Resources:** 9.0/10 (Category avg: 8.7/10)
- **Content:** 8.8/10 (Category avg: 8.9/10)
- **Ease of Use:** 9.2/10 (Category avg: 9.1/10)

#### Who Is the Company Behind Rocketlane?

- **Seller:** [Rocketlane Corp](https://www.g2.com/sellers/rocketlane-corp-a131cbb6-f2af-4f5b-a775-6d3bc6cda8e6)
- **Company Website:** www.rocketlane.com
- **Year Founded:** 2020
- **HQ Location:** Walnut, US
- **Twitter:** @RocketlaneHQ  
1,470 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=bc5f22f7615f879dcd6354b176bca79efa4c25c7a9ce1d556a91855e47716a3d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Frocketlane%2F&secure%5Burl_type%5D=linkedin_company_website)  
290 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Customer Success Manager, Software Engineer
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 56% Medium, 27% Small

#### What Do G2 Reviewers Say About Rocketlane?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **extensive features** of Rocketlane, streamlining onboarding and implementation for effective project management.
- Users find Rocketlane's interface to be **extremely user-friendly** , allowing for quick report generation and easy customization.
- Users value the **streamlined project management and client collaboration** features of Rocketlane, enhancing organization and efficiency.
- Users value the **easy project tracking** in Rocketlane, enhancing organization, visibility, and client collaboration effortlessly.
- Users appreciate the **effective task management** in Rocketlane, enjoying seamless onboarding and streamlined project setups.

##### Cons

- Users are frustrated by the **missing features** in Rocketlane, hindering effective customer health monitoring and experience.
- Users experience **slow performance** with Rocketlane, especially as project complexity and data entry grow.
- Users face significant **filtering issues** and bugs, complicating their experience with Rocketlane's project management capabilities.
- Users find the **learning curve steep** , requiring dedicated resources and understanding for successful implementation and use.
- Users find **limited customization** in reporting features, impacting their ability to adapt the tool to specific needs.

#### What Are Recent G2 Reviews of Rocketlane?

**["A Reliable Platform for Project Implementation"](https://www.g2.com/survey_responses/rocketlane-review-13224596)**

**Rating:** 5.0/5.0 stars

_— Rahul C._

[Read full review](https://www.g2.com/survey_responses/rocketlane-review-13224596)

**["Effortless Time Tracking and Organized Reporting"](https://www.g2.com/survey_responses/rocketlane-review-13195924)**

**Rating:** 5.0/5.0 stars

_— Aakash R._

[Read full review](https://www.g2.com/survey_responses/rocketlane-review-13195924)

#### What Are G2 Users Discussing About Rocketlane?

- [What is Rocketlane used for?](https://www.g2.com/discussions/what-is-rocketlane-used-for)

### [Dock](https://www.g2.com/products/dock/reviews)

Dock is the Al revenue enablement platform built for the way people buy today. Collaborate with customers, share content, and enable reps in real time. Dock is an enablement platform for the full customer lifecycle, offering: - Digital sales rooms - Customer onboarding & client portals - Content management - Learning management (courses & playbooks) - AI Enablement Agent that guide reps in real time - AI Documents for generating personalized customer documents - Sales order forms & CPQ - HubSpot and Salesforce CRM integrations and automations

**Average Rating:** 4.6/5.0

**Total Reviews:** 452

#### How Do G2 Users Rate Dock?

- **Optimization:** 8.1/10 (Category avg: 8.7/10)
- **Resources:** 8.4/10 (Category avg: 8.7/10)
- **Content:** 9.1/10 (Category avg: 8.9/10)
- **Ease of Use:** 8.8/10 (Category avg: 9.1/10)

#### Who Is the Company Behind Dock?

- **Seller:** [Dock](https://www.g2.com/sellers/dock)
- **Year Founded:** 2021
- **HQ Location:** San Francisco, California
- **Twitter:** @Dock\_us  
582 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=fd4d6da0ffcbc5374e4caf6ce59b2f56561551f7e43d4b5e36ba21b8e2ebd31e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdock-us%2F&secure%5Burl_type%5D=linkedin_company_website)  
25 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Account Executive, Enterprise Account Executive
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 36% Medium, 33% Small

#### What Do G2 Reviewers Say About Dock?

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **ease of use** of Dock, finding it intuitive and highly customizable for both internal and external needs.
- Users appreciate the **easy setup** of Dock, enabling a smooth start and efficient usage for their sales organization.
- Users find Dock to be a **helpful portal** for streamlining project management and enhancing client success.
- Users highlight the **easy setup** of Dock, which enhances usability and professionalism for their sales organization.
- Users value the **centralized platform** of Dock, enhancing project alignment and streamlining client communication effectively.

##### Cons

- Users feel the product has **limited customization options** , affecting layout and integration capabilities for their specific needs.
- Users desire **missing features** like workspace restoration, enhanced interaction, and email customization for improved functionality.
- Users express frustration over the **missing functionality** in Dock, particularly for streamlined communication and onboarding processes.
- Users face **integration issues** with Dock, particularly with embedding and working around limitations in automation features.
- Users find the **learning curve challenging** , requiring time and effort to grasp Dock's functionalities effectively.

#### What Are Recent G2 Reviews of Dock?

**["Customizable Templates and Easy Client Onboarding—No Account Needed"](https://www.g2.com/survey_responses/dock-review-12938077)**

**Rating:** 5.0/5.0 stars

_— Parveen K._

[Read full review](https://www.g2.com/survey_responses/dock-review-12938077)

**["Dock Modernized Our Client Collaboration with a Polished, Centralized Portal"](https://www.g2.com/survey_responses/dock-review-12920837)**

**Rating:** 5.0/5.0 stars

_— Kristy R._

[Read full review](https://www.g2.com/survey_responses/dock-review-12920837)

#### What Are G2 Users Discussing About Dock?

- [What do you like most about Dock for documentation management, and what improvements would you suggest?](https://www.g2.com/discussions/what-do-you-like-most-about-dock-for-documentation-management-and-what-improvements-would-you-suggest)
- [What is Dock used for?](https://www.g2.com/discussions/what-is-dock-used-for)

### [Assembly](https://www.g2.com/products/assemblysoftware/reviews)

Create remarkable client experiences. CRM, portal, payments, tasks, contracts & more, with an AI Assistant that works for you. Assembly is the AI-powered platform for professional service firms. It replaces a patchwork of point tools with one place to run client work, so clients get a clean, branded portal for tasks, payments, messages, files, contracts, and forms, and your team runs on a simple CRM with an AI Assistant that knows full client context. The result: faster onboarding, improved retention, and happier clients. Assembly also fits the stack you already use. Embed Calendly, Airtable, and 1,000s of other products, connect Zapier/Make and webhooks, or build Custom Apps with our API so your workflow drives the software, not the other way around. Trusted by 1,000+ businesses serving 1M+ clients. SOC 2 Type II and HIPAA. Start for free today at assembly.com.

**Average Rating:** 4.7/5.0

**Total Reviews:** 330

#### How Do G2 Users Rate Assembly?

- **Optimization:** 7.4/10 (Category avg: 8.7/10)
- **Resources:** 6.4/10 (Category avg: 8.7/10)
- **Content:** 8.7/10 (Category avg: 8.9/10)
- **Ease of Use:** 9.4/10 (Category avg: 9.1/10)

#### Who Is the Company Behind Assembly?

- **Seller:** [Assembly](https://www.g2.com/sellers/assembly-2026-08-13)
- **Company Website:** assembly.com
- **Year Founded:** 2020
- **HQ Location:** New York, US
- **Twitter:** @assemblycom  
60,010 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e0d4ae78d0c147277aa866791f15647a23740868af3ddd870f2b7d4fce263d5d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fassemblycom%2F&secure%5Burl_type%5D=linkedin_company_website)  
42 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO, Owner
- **Top Industries:** Marketing and Advertising, Accounting
- **Company Size:** 91% Small, 4% Medium

#### What Do G2 Reviewers Say About Assembly?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** of Assembly, enhancing their ability to share and manage information effectively.
- Users highlight the **easy setup** of Assembly, enabling quick user onboarding and efficient workflow integration.
- Users commend the **responsive customer support** of Assembly, which enhances their overall experience with the platform.
- Users love the **intuitive setup** of Assembly, enjoying seamless integrations and a straightforward client management process.
- Users appreciate the **seamless integrations** that streamline processes and enhance client management within Assembly.

##### Cons

- Users desire more **missing features** in Assembly, hoping for enhancements like Rich text and better integration opportunities.
- Users express desire for **more features** as current options lead to limited integration and customization capabilities.
- Users desire more **customization options** for the client portal, feeling limited by the current capabilities.
- Users note the **lack of features** in Assembly, feeling it resembles a 'beta version' at times.
- Users find the **integration issues** with other software limit the overall functionality and flexibility of Assembly.

#### What Are Recent G2 Reviews of Assembly?

**["Client portal/CRM experience is great, wish we could bill elsewhere."](https://www.g2.com/survey_responses/assembly-review-11730029)**

**Rating:** 4.5/5.0 stars

_— James G._

[Read full review](https://www.g2.com/survey_responses/assembly-review-11730029)

**["Efficient Client Portal with Room for Improvement"](https://www.g2.com/survey_responses/assembly-review-13269566)**

**Rating:** 4.5/5.0 stars

_— Mark H._

[Read full review](https://www.g2.com/survey_responses/assembly-review-13269566)

#### What Are G2 Users Discussing About Assembly?

- [What is the purpose and features of a portal?](https://www.g2.com/discussions/what-is-the-purpose-and-features-of-a-portal)
- [What are the functions of a portal?](https://www.g2.com/discussions/what-are-the-functions-of-a-portal) - 1 upvote
- [What are the features of customer portal?](https://www.g2.com/discussions/portal-what-are-the-features-of-customer-portal) - 1 upvote
- [What are the features of a portal?](https://www.g2.com/discussions/what-are-the-features-of-a-portal)

### [Moxo](https://www.g2.com/products/moxo-g2/reviews)

Moxo is the AI orchestration platform built for business operations teams. From manual coordination to intelligent orchestration, Moxo transforms the way organizations run complex processes. The old way relies on scattered emails and manual follow-ups; the Moxo way keeps every step clear, connected, and accountable. We put human actions and decisions at the center of workflows, while AI and automation clear the manual work behind the scenes. By connecting people, systems, and AI, Moxo drives the right actions, from the right people, at the right time —whether it’s client onboarding, multi-party approvals, or ongoing account management. Business teams can eliminate bottlenecks, reduce drop-offs, and keep critical milestones moving forward. Trusted by leading global enterprises across financial services, consulting, legal, and healthcare, Moxo is the smarter way to orchestrate mission-critical workflows with confidence.

**Average Rating:** 4.5/5.0

**Total Reviews:** 192

#### How Do G2 Users Rate Moxo?

- **Optimization:** 8.4/10 (Category avg: 8.7/10)
- **Resources:** 8.8/10 (Category avg: 8.7/10)
- **Content:** 9.1/10 (Category avg: 8.9/10)
- **Ease of Use:** 8.9/10 (Category avg: 9.1/10)

#### Who Is the Company Behind Moxo?

- **Seller:** [Moxo](https://www.g2.com/sellers/moxo)
- **Company Website:** www.moxo.com
- **Year Founded:** 2012
- **HQ Location:** Cupertino, CA
- **Twitter:** @PoweredByMoxo  
10,432 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=52742f16dccb2faf7d4eb194be1087919e26ff6257215f30a9774a4e637961a9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2858507%2F&secure%5Burl_type%5D=linkedin_company_website)  
218 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Director, CEO
- **Top Industries:** Financial Services, Marketing and Advertising
- **Company Size:** 80% Small, 18% Medium

#### What Do G2 Reviewers Say About Moxo?

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **ease of use** of Moxo, finding the interface extremely user-friendly and efficient for their needs.
- Users appreciate the **outstanding customer support** from Moxo, enhancing their experience and efficiency with the platform.
- Users find Moxo's **team collaboration** features effective, making task assignments and communication seamless and integrated.
- Users value Moxo for its **responsive support** and effective solutions in managing client communication and project tasks.
- Users value the **effective communication** capabilities of Moxo, enhancing collaboration and streamlining client interactions.

##### Cons

- Users note a **lack of essential features** in Moxo, such as client portal simulations and advanced notification controls.
- Users note the **limited features** of Moxo, wishing for more control and better integration options.
- Users find Moxo **lacking features** , such as missing client portal simulation and limited notification controls.
- Users find **limited customization** in Moxo, lacking key features like client portal simulation and enhanced notification control.
- Users experience **integration issues** with Moxo, wishing for improved automation and calendar syncing features.

#### What Are Recent G2 Reviews of Moxo?

**["Productivity enhancer and time saver!"](https://www.g2.com/survey_responses/moxo-review-11687484)**

**Rating:** 5.0/5.0 stars

_— Matt H._

[Read full review](https://www.g2.com/survey_responses/moxo-review-11687484)

**["Mass Inbound’s Review of Moxo"](https://www.g2.com/survey_responses/moxo-review-11776761)**

**Rating:** 5.0/5.0 stars

_— Dillon L._

[Read full review](https://www.g2.com/survey_responses/moxo-review-11776761)

#### What Are G2 Users Discussing About Moxo?

- [What does Moxtra do?](https://www.g2.com/discussions/what-does-moxtra-do)
- [What is the use of Moxtra?](https://www.g2.com/discussions/what-is-the-use-of-moxtra)
- [Is Moxtra open source?](https://www.g2.com/discussions/is-moxtra-open-source)
- [Is Moxtra the same as zoom?](https://www.g2.com/discussions/is-moxtra-the-same-as-zoom)

### [Vitally](https://www.g2.com/products/vitally/reviews)

Vitally is the AI-powered Customer Success Platform built to help Customer Success teams, CS Ops leaders, and revenue-driven organizations deliver exceptional customer experiences, overcome challenges, operate with greater efficiency, and drive measurable business growth. In today’s competitive SaaS landscape, CS teams need more than just data visibility. They need actionable intelligence. Vitally unifies all of your customer-facing data from across your tech stack into a single source of truth with real-time, bi-directional integrations. This ensures your Customer Success team always has the most accurate, up-to-date insights to guide strategic decisions. With AI at its core, Vitally predicts churn risk, uncovers expansion opportunities, and helps teams prioritize the right actions at the right time. Customer Success leaders can analyze account and user health, track lifecycle stages, and segment customers with precision. Intelligent Health Scores highlight areas that need immediate attention, while lifecycle tracking ensures every customer stays on the path to success. Vitally is built to empower CS Ops teams to standardize and automate critical workflows. From onboarding to renewals, CS-specific project management keeps teams organized and aligned. Automated notifications and AI-assisted Playbooks adapt to changing customer needs, ensuring timely engagement and consistent delivery of value. Our advanced analytics and reporting tools transform raw customer data into visually rich dashboards and actionable insights. Customer Success managers can identify trends, celebrate wins, and surface opportunities for revenue growth. Vitally gives leaders the ability to measure performance, prove the impact of Customer Success, and make data-backed decisions. From fast-growing startups to established B2B SaaS leaders, companies choose Vitally for its combination of AI-powered insights, deep integrations, and intuitive user experience. Vitally enables organizations to proactively reduce churn, improve net revenue retention, and deliver measurable results at scale. Schedule a demo today to see how Vitally’s AI-driven Customer Success Platform can transform your CS operations, empower your team, and help you achieve your most ambitious growth goals.

**Average Rating:** 4.5/5.0

**Total Reviews:** 700

#### How Do G2 Users Rate Vitally?

- **Optimization:** 8.2/10 (Category avg: 8.7/10)
- **Resources:** 8.2/10 (Category avg: 8.7/10)
- **Content:** 8.2/10 (Category avg: 8.9/10)
- **Ease of Use:** 8.4/10 (Category avg: 9.1/10)

#### Who Is the Company Behind Vitally?

- **Seller:** [Vitally](https://www.g2.com/sellers/vitally)
- **Company Website:** vitally.io
- **Year Founded:** 2017
- **HQ Location:** New York
- **Twitter:** @vitally\_io  
474 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5252842c882b7c9f5229344a3119800df728194cc3f1d38dfa18a125e0424f6b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F11075131%2F&secure%5Burl_type%5D=linkedin_company_website)  
134 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Customer Success Manager, CSM
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 55% Medium, 41% Small

#### What Do G2 Reviewers Say About Vitally?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** in Vitally, appreciating its intuitive interface and helpful features for daily tasks.
- Users appreciate the **easy integrations** of Vitally, enhancing workflow efficiency through seamless connections with other platforms.
- Users enjoy the **intuitive interface** of Vitally, finding it easy to use for diverse applications.
- Users love the **100% customization** of Vitally, finding it essential for enhancing their customer support experience.
- Users value the **automation capabilities** of Vitally for streamlining tasks and enhancing workflow efficiency.

##### Cons

- Users find Vitally's **complexity** daunting, requiring significant time and effort for setup and customization, especially for non-tech users.
- Users express frustration with **integration issues** , needing more native options and facing workaround challenges for connectivity.
- Users note a **steep learning curve** with Vitally, requiring time and team investment for effective use.
- Users find Vitally **not intuitive** , requiring significant time and investment to fully understand and navigate the system.
- Users note a **steep learning curve** with Vitally, requiring significant time and technical effort for effective utilization.

#### What Are Recent G2 Reviews of Vitally?

**["All the data I need, easily accessible at my fingertips!"](https://www.g2.com/survey_responses/vitally-review-13342810)**

**Rating:** 4.5/5.0 stars

_— Jake S._

[Read full review](https://www.g2.com/survey_responses/vitally-review-13342810)

**["A Truly Excellent Tool"](https://www.g2.com/survey_responses/vitally-review-11904290)**

**Rating:** 5.0/5.0 stars

_— Kirsten B._

[Read full review](https://www.g2.com/survey_responses/vitally-review-11904290)

#### What Are G2 Users Discussing About Vitally?

- [What is Vitally used for?](https://www.g2.com/discussions/what-is-vitally-used-for)

### [Product Fruits](https://www.g2.com/products/product-fruits/reviews)

No-code product adoption platform — user onboarding, feature adoption and in-app support, powered by Elvin AI. Product Fruits is a digital adoption platform that helps product and customer success teams guide users to value, drive feature adoption and deliver in-app support. Without writing code. Build product tours, checklists, hints, tooltips and announcements to onboard new users and roll out new features. Layer in an in-app help center, embedded knowledge base and NPS surveys to scale support and catch friction before it becomes a ticket. Two things set Product Fruits apart: 1. Flows guide every user to the next right step. Instead of showing everyone the same generic tour, Flows adapt to where each user is — their role, their progress, their behavior — so the right guidance appears at the right moment. Users never get stuck, and they never see steps they've already mastered. 2. Elvin, the built-in AI agent, is the speed layer. It generates onboarding flows, copy and adaptive logic in minutes — no design or engineering sprints. Teams ship and iterate on their own. #Who it's for Built for product teams who own activation and adoption, and CS teams who own retention and support. Common industries include financial services, education, healthcare, e-commerce and SaaS. #What you can do with Product Fruits - Shorten time to value with personalized onboarding journeys - Increase feature adoption by guiding users to new capabilities - Reduce churn by addressing struggles before users disengage - Scale onboarding across thousands of users without manual effort - Lower support tickets with contextual answers where users need them #How it works Setup takes two steps. First, install the Product Fruits Chrome extension to build tours and guidance flows visually. Then add a JavaScript snippet to your application to publish experiences live. Most teams complete setup in under an hour. #What's included - Flows & guidance: Adaptive product tours, checklists, tooltips and beacons that route each user to their next right step - AI personalization: Elvin designs flow structure and copy that adapts to each user - In-app communication: AI-generated announcements, banners, pop-ups and newsfeeds that keep users informed about updates and features - Feedback & insights: Elvin creates contextual and NPS surveys based on user behavior, capturing sentiment and surfacing friction - Knowledge & support: Centralized help center and Elvin Copilot answering questions from your approved sources, #Why teams choose Product Fruits AI powers every feature and Flows make sure that power lands at the right moment. From building tours to answering support questions, Product Fruits personalizes each step of the journey. The result: faster adoption, higher satisfaction and fewer support escalations.

**Average Rating:** 4.6/5.0

**Total Reviews:** 248

#### How Do G2 Users Rate Product Fruits?

- **Ease of Use:** 8.7/10 (Category avg: 9.1/10)

#### Who Is the Company Behind Product Fruits?

- **Seller:** [Product Fruits](https://www.g2.com/sellers/product-fruits)
- **Company Website:** productfruits.com
- **Year Founded:** 2019
- **HQ Location:** Prague, CZ
- **Twitter:** @productfruits  
21 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9c93c2051c1183bb6d948a8b6078ec2413128f047299eba20f321583a723c1de&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fproduct-fruits%2F&secure%5Burl_type%5D=linkedin_company_website)  
27 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Product Manager, CTO
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 65% Small, 26% Medium

#### What Do G2 Reviewers Say About Product Fruits?

_AI-generated summary from verified user reviews_

##### Pros

- Users praise the **ease of use** of Product Fruits, facilitating intuitive onboarding and guiding without technical hassles.
- Users love the **easy setup** of Product Fruits, enabling seamless onboarding without additional assistance.
- Users love the **intuitive design** of Product Fruits, simplifying onboarding and enhancing the overall user experience.
- Users praise the **excellent customer support** , highlighting responsiveness and clarity as key benefits during onboarding.
- Users appreciate the **intuitive and user-friendly interface** of Product Fruits, making tooltips and onboarding easy to create.

##### Cons

- Users note that **customization options are limited** , making it challenging for deeper adjustments and advanced design features.
- Users note a **learning curve** due to many features and settings that require time to fully master.
- Users find **difficult customization** a challenge due to limited flexibility and requirements for additional coding effort.
- Users find the **analytics reporting inadequate** , hindering their ability to measure improvements and user engagement effectively.
- Users find the product **expensive** due to fluctuating MAU pricing, risking potential overcharges from inaccurate setup.

#### What Are Recent G2 Reviews of Product Fruits?

**["Clean, Intuitive UI with Powerful Flows and Responsive Support"](https://www.g2.com/survey_responses/product-fruits-review-13288058)**

**Rating:** 4.5/5.0 stars

_— m.matus@chargecloud.de M._

[Read full review](https://www.g2.com/survey_responses/product-fruits-review-13288058)

**["Product Fruits Delivers: Intuitive UX, Rock-Solid Reliability, and a Game-Changing Elvin AI"](https://www.g2.com/survey_responses/product-fruits-review-12945281)**

**Rating:** 5.0/5.0 stars

_— Trond-Daniel K._

[Read full review](https://www.g2.com/survey_responses/product-fruits-review-12945281)

### [Process Street](https://www.g2.com/products/process-street/reviews)

Process Street is a Compliance Operations Platform that helps teams run their most critical processes the right way, every time. Powered by AI agents, it ensures that policies are enforced, tasks are completed in the correct order, and everything is fully documented for audit readiness. Process Street is built for operational and compliance teams who need more control than task management tools offer, but without the complexity of legacy BPM or GRC systems. It enables anyone on the team to create, update, and run structured workflows without writing code. Instead of just documenting procedures, Process Street turns them into live, trackable processes that drive real execution. At the center of Process Street is Cora, an embedded AI compliance agent that monitors workflows in real time. Cora identifies skipped steps, flags potential risks, and ensures that each process stays aligned with internal policies and external regulations. Organizations use Cora to maintain compliance with frameworks such as ISO 9001, SOC 2, HIPAA, and others, without relying on manual oversight or last-minute audit preparation. The platform consists of three tightly integrated layers. First, document management allows teams to centralize policies, SOPs, and handbooks with full version control, approval workflows, and role-based permissions. Second, the process management engine turns those documents into workflows that assign tasks, route approvals, and collect data. Finally, Cora works across both layers to monitor execution, detect non-compliance, and generate audit-ready records in real time. Key capabilities include: • AI-powered compliance monitoring to enforce standards and surface process risks • No code workflow automation with tasks, forms, logic rules, and approvals • Controlled document management with audit trails, permissions, and version history • Automatic audit readiness with complete tracking of task activity and execution history • Integration with over 8000 tools, including Salesforce, Slack, Workday, and Google Workspace Process Street is used across industries like healthcare, financial services, real estate, and manufacturing. It is especially valuable to teams in operations, compliance, quality, and HR who need to ensure consistency, reduce risk, and prove that every step was followed. By combining structure, automation, and intelligence, Process Street helps teams replace manual processes with scalable systems that deliver control, visibility, and confidence across the business.

**Average Rating:** 4.6/5.0

**Total Reviews:** 451

#### How Do G2 Users Rate Process Street?

- **Optimization:** 8.6/10 (Category avg: 8.7/10)
- **Resources:** 8.3/10 (Category avg: 8.7/10)
- **Content:** 8.7/10 (Category avg: 8.9/10)
- **Ease of Use:** 8.8/10 (Category avg: 9.1/10)

#### Who Is the Company Behind Process Street?

- **Seller:** [Process Street](https://www.g2.com/sellers/process-street)
- **Company Website:** www.process.st
- **Year Founded:** 2014
- **HQ Location:** San Francisco, US
- **Twitter:** @processstreet  
2,777 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a36ff73a203b0d2051ee1e65981e587209a7314f7491dbc5a28381c724f3f3eb&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F9240798%2F&secure%5Burl_type%5D=linkedin_company_website)  
53 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO, Owner
- **Top Industries:** Real Estate, Information Technology and Services
- **Company Size:** 70% Small, 24% Medium

#### What Do G2 Reviewers Say About Process Street?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** of Process Street, finding it straightforward for managing and customizing workflows efficiently.
- Users value the **efficiency** of Process Street, enjoying its flexibility and ease of use for daily tasks.
- Users value the **process efficiency** of Process Street, benefiting from its flexibility and ease of setup.
- Users find that Process Street provides **effective task management** , streamlining workflows and enhancing productivity significantly.
- Users appreciate the **built-in automation** of Process Street, finding it flexible, easy to use, and highly configurable.

##### Cons

- Users find the **learning curve challenging** , especially with advanced features that can overwhelm new users initially.
- Users find the **learning difficulty** of advanced features challenging, making initial usage and support access frustrating.
- Users feel the **limited customization** options restrict their ability to tailor Process Street to their specific needs.
- Users find the **complexity of the setup** process in Process Street challenging, demanding significant time and learning efforts.
- Users highlight the **missing features** in Process Street, such as a search option and enhanced form functionality.

#### What Are Recent G2 Reviews of Process Street?

**["Getting Work Done Right Through Structured, Automated Workflows"](https://www.g2.com/survey_responses/process-street-review-12386923)**

**Rating:** 4.5/5.0 stars

_— Rachel C._

[Read full review](https://www.g2.com/survey_responses/process-street-review-12386923)

**["Well-Designed, Simple SOP Workflows with Powerful Logic and Integrations"](https://www.g2.com/survey_responses/process-street-review-5437211)**

**Rating:** 4.5/5.0 stars

_— Wayne V._

[Read full review](https://www.g2.com/survey_responses/process-street-review-5437211)

#### What Are G2 Users Discussing About Process Street?

- [What is Process Street used for?](https://www.g2.com/discussions/what-is-process-street-used-for)
- [What does Process Street do?](https://www.g2.com/discussions/what-does-process-street-do) - 2 comments
- [What is software process workflow?](https://www.g2.com/discussions/what-is-software-process-workflow)
- [What is a process checklist?](https://www.g2.com/discussions/what-is-a-process-checklist) - 1 comment
- [How do you use Process streets?](https://www.g2.com/discussions/how-do-you-use-process-streets) - 2 comments, 1 upvote

### [Leadsie](https://www.g2.com/products/leadsie/reviews)

Leadsie is an onboarding tool for marketing agencies to get access to their client’s ad, social media, analytics and website accounts in minutes. With a single, secure link, your clients can grant access to their Meta, Google, TikTok, LinkedIn, Shopify, and other accounts. Leadsie also supports an Influencer Whitelisting functionality allowing brands and agencies to run ads through a creator’s social accounts. You can amplify the influencer’s content or target their audience with ads. Built for agencies to make the best client impression while cutting down onboarding time, Leadsie works to streamline your processes.

**Average Rating:** 4.8/5.0

**Total Reviews:** 65

#### How Do G2 Users Rate Leadsie?

- **Optimization:** 8.3/10 (Category avg: 8.7/10)
- **Resources:** 7.3/10 (Category avg: 8.7/10)
- **Content:** 8.6/10 (Category avg: 8.9/10)
- **Ease of Use:** 9.3/10 (Category avg: 9.1/10)

#### Who Is the Company Behind Leadsie?

- **Seller:** [Leadsie](https://www.g2.com/sellers/leadsie)
- **Year Founded:** 2021
- **HQ Location:** London, GB
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9135e4218201d60473b8f0359e7affcada010a9cb0c86c6b89b4e665d37e4e5d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fleadsie%2F&secure%5Burl_type%5D=linkedin_company_website)  
8 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Marketing and Advertising
- **Company Size:** 85% Small, 15% Medium

#### What Do G2 Reviewers Say About Leadsie?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Leadsie to be **super easy to use** , significantly streamlining the onboarding process and enhancing professionalism.
- Users praise the **efficiency** of Leadsie, significantly reducing the time spent on account access and onboarding.
- Users appreciate the **time-saving capabilities** of Leadsie, significantly reducing the onboarding process and enhancing client satisfaction.
- Users praise Leadsie's **responsive customer support** and its simplicity, enhancing the overall onboarding experience.
- Users appreciate the **easy setup** of Leadsie, which streamlines account connections with just a single click.

##### Cons

- Users find Leadsie somewhat **confusing and complex** , particularly for those unfamiliar with ad accounts and workflows.
- Users note that Leadsie's pricing is **expensive** , making it challenging for startups and agencies with budget constraints.
- Users find the **difficult navigation** in Leadsie frustrating, often leading to confusion and inefficiencies in workflow.
- Users desire **more flexible pricing options** and additional integrations for a more complete Leadsie experience.
- Users face **missing features** in Leadsie, particularly lacking integration with Microsoft Ads and occasional Meta access issues.

#### What Are Recent G2 Reviews of Leadsie?

**["Streamlines Client Access and Cuts Onboarding Confusion"](https://www.g2.com/survey_responses/leadsie-review-13164637)**

**Rating:** 4.5/5.0 stars

_— Trevor J._

[Read full review](https://www.g2.com/survey_responses/leadsie-review-13164637)

**["Magic-Link Simplicity: Easy, Reliable Connections Clients Love"](https://www.g2.com/survey_responses/leadsie-review-12800688)**

**Rating:** 4.5/5.0 stars

_— Rachel H._

[Read full review](https://www.g2.com/survey_responses/leadsie-review-12800688)

### [GUIDEcx](https://www.g2.com/products/guidecx/reviews)

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 projects completed, we know how to leverage our wisdom to deliver consistent Customer Onboarding experiences. Our process is designed to drive engagement, increase efficiency, and expand capacity without sacrificing quality of service. Easy to integrate into your existing CRM, GUIDEcx has custom templates, different customer views for each role, purpose-built integrations, and robust reporting. We don't just move your process to our software, our Professional Services team and Guide University resources are here to Guide and support you through every step of the process to accelerate time to value and maximize your onboarding team productivity. Reach out today to and we can help you bring your Customer Onboarding experience to new heights.

**Average Rating:** 4.6/5.0

**Total Reviews:** 460

#### How Do G2 Users Rate GUIDEcx?

- **Optimization:** 8.2/10 (Category avg: 8.7/10)
- **Resources:** 8.4/10 (Category avg: 8.7/10)
- **Content:** 8.6/10 (Category avg: 8.9/10)
- **Ease of Use:** 8.8/10 (Category avg: 9.1/10)

#### Who Is the Company Behind GUIDEcx?

- **Seller:** [GuideCX](https://www.g2.com/sellers/guidecx)
- **Year Founded:** 2017
- **HQ Location:** Lehi, Utah
- **Twitter:** @guidecx  
173 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5cf43ef121653d66784b6880537f439e9c0658002c65c24f688db1f005280a85&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F18377311%2F&secure%5Burl_type%5D=linkedin_company_website)  
53 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Project Manager, Implementation Manager
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 52% Medium, 39% Small

#### What Do G2 Reviewers Say About GUIDEcx?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of GUIDEcx, making the platform simple to navigate and implement.
- Users commend the **responsive customer support** from GUIDEcx, which enhances their onboarding and project management experience.
- Users commend how GUIDEcx enables **seamless project management** , enhancing onboarding efficiency and team communication.
- Users find GUIDEcx's **ease of learning** exceptional, allowing smooth navigation and quick mastery of the platform.
- Users highlight the **effective team collaboration** features of GUIDEcx, enhancing communication and project management effortlessly.

##### Cons

- Users note a **steep learning curve** with GUIDEcx that requires mental effort for initial setup and customization.
- Users experience **slow loading times** that hinder navigation and overall user experience in GUIDEcx.
- Users report **glitches and hiccups** in GUIDEcx, particularly with ticket creation and profile impersonation issues.
- Users note the **complexity** in setting up GUIDEcx, which may require significant mental effort for unclear onboarding flows.
- Users report experiencing **glitches** such as lag and unexpected logouts, affecting their workflow significantly.

#### What Are Recent G2 Reviews of GUIDEcx?

**["Easy Task Management and Great Support with GUIDEcx"](https://www.g2.com/survey_responses/guidecx-review-12092276)**

**Rating:** 4.5/5.0 stars

_— Morgan M._

[Read full review](https://www.g2.com/survey_responses/guidecx-review-12092276)

**["Unified Onboarding Experience"](https://www.g2.com/survey_responses/guidecx-review-10682997)**

**Rating:** 4.5/5.0 stars

_— Verified User in Manufacturing_

[Read full review](https://www.g2.com/survey_responses/guidecx-review-10682997)

#### What Are G2 Users Discussing About GUIDEcx?

- [What is GUIDEcx used for?](https://www.g2.com/discussions/what-is-guidecx-used-for) - 1 comment

### [Totango](https://www.g2.com/products/totango/reviews)

Totango is a Customer Growth platform for driving customer value and revenue at scale, combining scalable customer management, predictive revenue intelligence, and a strategic, value-based post-sales methodology to transform how companies prove customer ROI, drive retention, and earn expansion. The Customer Growth Platform includes Totango Customer Success and Unison Customer Intelligence. Each of these solutions plays a distinct role in the Customer-Led Growth through value realization methodology. Totango Customer Success focuses on tracking customer health and engagement, enabling teams to proactively address potential issues and foster long-term relationships. Unison Customer Intelligence aggregates data from multiple sources, offering insights that help organizations understand customer behavior and preferences. Totango's target audience and target buyers include mid-sized to large enterprises across various industries that prioritize customer retention, renewals, and expansion and that generally rely on subscription-based models, where maintaining customer loyalty is critical to their revenue growth. Key features of Totango include customizable dashboards, real-time analytics, and automated workflows. These tools enable users to visualize customer data effectively, monitor key performance indicators, and automate routine tasks, thereby enhancing efficiency. The platform also supports collaboration among teams, allowing for seamless communication and alignment on customer goals. By providing actionable insights, Totango empowers organizations to refine their revenue strategies and make informed decisions that drive growth. Overall, Totango stands out as a leader in the Customer Success category by offering a holistic approach to managing customer relationships. Its integration of various tools and functionalities allows enterprises to gain a deeper understanding of their customers, ultimately leading to improved satisfaction and loyalty. By investing in Totango, organizations can position themselves for long-term success in an increasingly competitive landscape.

**Average Rating:** 4.3/5.0

**Total Reviews:** 1,140

#### How Do G2 Users Rate Totango?

- **Optimization:** 8.0/10 (Category avg: 8.7/10)
- **Resources:** 8.3/10 (Category avg: 8.7/10)
- **Content:** 8.0/10 (Category avg: 8.9/10)
- **Ease of Use:** 8.2/10 (Category avg: 9.1/10)

#### Who Is the Company Behind Totango?

- **Seller:** [Totango](https://www.g2.com/sellers/totango)
- **Company Website:** www.totango.com
- **Year Founded:** 2010
- **HQ Location:** New York, NY
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3c055ca1d4406b1442de250192896a32c751981491e45014b5bb40827df34236&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F760976%2F&secure%5Burl_type%5D=linkedin_company_website)  
119 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Customer Success Manager, CSM
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 57% Medium, 22% Small

#### What Do G2 Reviewers Say About Totango?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Totango to be **easy to use** , simplifying setup and enhancing account tracking and daily workflows.
- Users appreciate the **robust functionality** of Totango, enabling seamless campaign management and valuable insights.
- Users value the **excellent customer support** from Totango, enhancing their effectiveness and simplifying account management.
- Users value the **efficiency** of Totango, streamlining workflows and enhancing productivity across the customer journey.
- Users appreciate the **customization options** in Totango, enhancing account management and improving customer adoption strategies.

##### Cons

- Users find the **learning curve steep** , as the overload of data makes it challenging to identify key information quickly.
- Users face **integration issues** with Totango, particularly with Salesforce, hindering a seamless experience across platforms.
- Users find **missing features** in Totango, such as limited analysis tools and poor campaign templates, frustrating.
- Users find the **limited customization** options in Totango hinder their ability to tailor the product effectively.
- Users face a **steep learning curve** with Totango, finding it overwhelming and lacking sufficient educational resources.

#### What Are Recent G2 Reviews of Totango?

**["Risk evaluation and health scoring"](https://www.g2.com/survey_responses/totango-review-9508942)**

**Rating:** 4.0/5.0 stars

_— Dragomir L._

[Read full review](https://www.g2.com/survey_responses/totango-review-9508942)

**["Beautiful, Visual Customer Data Platform That Beats Spreadsheets"](https://www.g2.com/survey_responses/totango-review-12594697)**

**Rating:** 4.5/5.0 stars

_— Verified User in Computer Software_

[Read full review](https://www.g2.com/survey_responses/totango-review-12594697)

#### What Are G2 Users Discussing About Totango?

- [What is Totango used for?](https://www.g2.com/discussions/what-is-totango-used-for) - 1 upvote

### [Custify](https://www.g2.com/products/custify/reviews)

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 powerful features, Custify empowers Customer Success teams to manage every aspect of the customer journey—from seamless onboarding to proactive renewal and expansion—using real-time health scores, automated alerts, and predictive analytics. Custify integrates data across your entire tech stack, providing a centralized, single source of truth for each customer. This allows teams to quickly spot churn risks, capitalize on upsell opportunities, and deliver personalized customer interactions at scale. With automated workflows, customizable playbooks, and intelligent segmentation, Custify streamlines routine tasks, enabling your team to focus on building relationships and driving customer success outcomes that matter. Setting up Custify is a breeze with our concierge onboarding service, ensuring you’re up and running in hours—not weeks. Our platform integrates effortlessly with your CRM, support systems, and other essential tools, giving you unmatched visibility and collaboration across teams. Custify’s powerful analytics and customizable dashboards make it easy to monitor key metrics, track customer health, and measure the success of your initiatives. Join leading SaaS companies that trust Custify to optimize their Customer Success operations and drive sustainable growth. Deliver exceptional customer experiences, reduce churn, and maximize customer lifetime value with the best Customer Success platform for your SaaS business. Book a demo today to see how Custify transforms your customer success strategy at scale.

**Average Rating:** 4.7/5.0

**Total Reviews:** 522

#### How Do G2 Users Rate Custify?

- **Optimization:** 8.3/10 (Category avg: 8.7/10)
- **Resources:** 7.7/10 (Category avg: 8.7/10)
- **Content:** 8.0/10 (Category avg: 8.9/10)
- **Ease of Use:** 9.2/10 (Category avg: 9.1/10)

#### Who Is the Company Behind Custify?

- **Seller:** [Custify](https://www.g2.com/sellers/custify)
- **Year Founded:** 2017
- **HQ Location:** Bucharest, Romania
- **Twitter:** @CustifySRL  
628 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1937c2bde8668b0a178dd793de18fdae2d6f38e5f54c90c92ccebaa104d6654c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F18314355%2F&secure%5Burl_type%5D=linkedin_company_website)  
42 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Customer Success Manager, Senior Customer Success Manager
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 62% Small, 33% Medium

#### What Do G2 Reviewers Say About Custify?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Custify, benefiting from intuitive features that streamline customer management.
- Users value the **responsive customer support** of Custify, always available to provide assistance and guidance.
- Users find Custify to be **intuitive and easy to use** , making it accessible for all departments and individuals.
- Users value the **robust automation** features of Custify, streamlining tasks and enhancing customer success strategies.
- Users value the **versatile integration options** of Custify, enhancing adaptability and collaboration across teams and tools.

##### Cons

- Users note the **missing features** in Custify, highlighting issues with tracking, communication, and documentation.
- Users find the **email functionality lacking** with limited reporting and improvement needed in tracking features.
- Users find **limited customization** options frustrating, affecting their ability to tailor the interface to their needs.
- Users note the **steep learning curve** for Custify, with setup and UI improvements often proving challenging.
- Users find Custify to be **not intuitive** , struggling with an outdated UI and complex settings that hinder usability.

#### What Are Recent G2 Reviews of Custify?

**["Great Customer Success tool without losing the personalization that customers value"](https://www.g2.com/survey_responses/custify-review-11309087)**

**Rating:** 5.0/5.0 stars

_— Rodrigo L._

[Read full review](https://www.g2.com/survey_responses/custify-review-11309087)

**["Custify Transformed Our Customer Success Workflow"](https://www.g2.com/survey_responses/custify-review-13223157)**

**Rating:** 5.0/5.0 stars

_— Sebastian M._

[Read full review](https://www.g2.com/survey_responses/custify-review-13223157)

#### What Are G2 Users Discussing About Custify?

- [What is Custify used for?](https://www.g2.com/discussions/what-is-custify-used-for)

### [OnRamp](https://www.g2.com/products/onramp-technology/reviews)

OnRamp is an intelligent customer onboarding and engagement solution designed to help businesses streamline their customer success processes. By automating the onboarding project kick-off directly from the CRM, OnRamp enables organizations to provide a more efficient and personalized experience for their customers. This software solution focuses on reducing the time it takes for customers to realize value from a product or service, thereby minimizing churn risk and fostering long-term relationships. Targeted primarily at customer success teams, OnRamp is particularly beneficial for companies that prioritize customer engagement and retention. It caters to a diverse range of industries, including SaaS, e-commerce, and service-based businesses, where effective onboarding is crucial for maximizing customer satisfaction and loyalty. The platform's personalized workflows guide customers through the onboarding process, ensuring that they receive the support and resources they need at every stage of their journey. Key features of OnRamp include real-time visibility into onboarding progress, inline collaboration tools, and usage insights that keep customers engaged. The ability to monitor onboarding milestones and track customer interactions allows businesses to proactively address any challenges that may arise, further enhancing the customer experience. Additionally, the scalable workflows offered by OnRamp enable organizations to deliver a high-touch experience without the need for increasing headcount, making it a cost-effective solution for managing customer success initiatives. By leveraging OnRamp, companies can achieve faster onboarding times, higher product adoption rates, and stronger customer relationships. The platform not only helps in retaining existing customers but also supports revenue growth through expansion opportunities. As businesses utilize OnRamp to enhance their customer engagement strategies, they can expect measurable improvements in customer satisfaction and loyalty, ultimately transforming customer success into a sustainable growth engine.

**Average Rating:** 4.4/5.0

**Total Reviews:** 193

#### How Do G2 Users Rate OnRamp?

- **Optimization:** 8.2/10 (Category avg: 8.7/10)
- **Resources:** 8.2/10 (Category avg: 8.7/10)
- **Content:** 8.7/10 (Category avg: 8.9/10)
- **Ease of Use:** 8.7/10 (Category avg: 9.1/10)

#### Who Is the Company Behind OnRamp?

- **Seller:** [OnRamp Technology, Inc.](https://www.g2.com/sellers/onramp-technology-inc)
- **Company Website:** www.onramp.us
- **Year Founded:** 2019
- **HQ Location:** Boston, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f9133d80856a80b2d00be1449c49e2332bd3010019d57544914966e165ca98b6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fteam-onramp%2F&secure%5Burl_type%5D=linkedin_company_website)  
59 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Implementation Specialist, Customer Success Manager
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 50% Medium, 47% Small

#### What Do G2 Reviewers Say About OnRamp?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** of OnRamp, enhancing collaboration and streamlining onboarding processes effectively.
- Users commend the **unmatched customer support** from OnRamp, enhancing implementation and overall experience significantly.
- Users value the **streamlined efficiency** of OnRamp, enhancing project management and improving customer experience effortlessly.
- Users appreciate the **efficient task management** in OnRamp, enhancing organization and productivity for better project execution.
- Users value the **effective team collaboration** features of OnRamp, enhancing project tracking and communication for better outcomes.

##### Cons

- Users experience **missing features** such as inadequate customer mention visibility and limited customization options in OnRamp.
- Users face a **steep learning curve** with OnRamp, finding navigation and efficient usage challenging due to numerous features.
- Users express frustration over the **limited customization** options in OnRamp, finding bulk updates tedious and inflexible.
- Users highlight **missing functionality** in OnRamp, such as lack of subtasks and complicated internal contributor interface.
- Users experience issues with **field population and bulk updates** , making task management tedious and inefficient.

#### What Are Recent G2 Reviews of OnRamp?

**["Streamlined Data Workflows with Real-Time Client Collaboration"](https://www.g2.com/survey_responses/onramp-review-12543007)**

**Rating:** 4.0/5.0 stars

_— Dinesh r._

[Read full review](https://www.g2.com/survey_responses/onramp-review-12543007)

**["Hello Faster Onboarding"](https://www.g2.com/survey_responses/onramp-review-12543061)**

**Rating:** 5.0/5.0 stars

_— Kavi K._

[Read full review](https://www.g2.com/survey_responses/onramp-review-12543061)

### [spektr](https://www.g2.com/products/spektr/reviews)

spektr builds AI agents that handle the manual work behind compliance. Teams still spend hours gathering information, cross-checking sources, verifying documents, and documenting decisions. So we came up with a solution. Our agents do that work - collecting and interpreting data, mapping structures, and surfacing risk - with full visibility into every step. All in one system, combining configurable processes with specialized AI agents. Teams stay in control, they just don’t have to do the groundwork themselves.

**Average Rating:** 4.8/5.0

**Total Reviews:** 22

#### How Do G2 Users Rate spektr?

- **Optimization:** 10.0/10 (Category avg: 8.7/10)
- **Resources:** 7.5/10 (Category avg: 8.7/10)
- **Content:** 10.0/10 (Category avg: 8.9/10)
- **Ease of Use:** 9.3/10 (Category avg: 9.1/10)

#### Who Is the Company Behind spektr?

- **Seller:** [spektr](https://www.g2.com/sellers/spektr)
- **Company Website:** www.spektr.com
- **Year Founded:** 2023
- **HQ Location:** Copenhagen, DK
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1c6d38cb0909f5babff999bec56ffebd10275b7a3c2ba1b103bcff4322ff2df3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgetspektr&secure%5Burl_type%5D=linkedin_company_website)  
67 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services
- **Company Size:** 50% Medium, 27% Small

#### What Do G2 Reviewers Say About spektr?

_AI-generated summary from verified user reviews_

##### Pros

- Users highlight the **ease of use** of Spektr, appreciating its intuitive and customizable interface for compliance processes.
- Users praise the **intuitive design** of Spektr, allowing easy customization and seamless management of KYC/KYB processes.
- Users value the **intuitive and customizable experience** of Spektr, enhancing their ability to manage KYC/KYB processes effortlessly.
- Users appreciate the **customization capabilities** of Spektr, enabling intuitive setups for personalized compliance processes.
- Users love the **intuitive user interface** of Spektr, making complex processes simple and customizable for everyone.

##### Cons

- Users desire added functionality, specifically **transaction monitoring capabilities** , to enhance their experience with spektr.

#### What Are Recent G2 Reviews of spektr?

**["Flexible AI-enhanced solutions with Outstanding Support and Integrations"](https://www.g2.com/survey_responses/spektr-review-13159978)**

**Rating:** 5.0/5.0 stars

_— Verified User in Banking_

[Read full review](https://www.g2.com/survey_responses/spektr-review-13159978)

**["Spektr Empowers Truly Risk-Based Compliance Workflows with a User-Friendly Experience"](https://www.g2.com/survey_responses/spektr-review-13159035)**

**Rating:** 5.0/5.0 stars

_— Verified User in Retail_

[Read full review](https://www.g2.com/survey_responses/spektr-review-13159035)

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Similar Categories

- [Help Desk](/categories/help-desk)
- [Live Chat](/categories/live-chat)
- [Customer Self-Service](/categories/customer-self-service)
- [Social Customer Service](/categories/social-customer-service)
- [Appointment Reminder](/categories/appointment-reminder)

- [Call & Contact Center](/categories/call-contact-center)
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- [Conversational Support](/categories/conversational-support)
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- [Customer Success](/categories/customer-success)

[Browse Client Onboarding Themes](/categories/client-onboarding/themes)

 ![Inia Debnath](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Inia Debnath")
ID

Researched and written by [Inia Debnath](https://research.g2.com/insights/author/inia-debnath)

Updated April 10, 2026

Client onboarding software helps companies manage post-sales activities related to service delivery, enabling project managers, clients, and consultants to collaborate on implementation tasks, track onboarding progress, and identify bottlenecks, for industries such as financial services, healthcare, and education.

### Core Capabilities of Client Onboarding 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 aligned
- Include features for branding and personalization for white-label projects
- Track the progress of 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

### Common Use Cases for Client Onboarding Software

Customer success, implementation, and professional services teams use client onboarding software to deliver consistent, scalable onboarding experiences. Common use cases include:

- Coordinating multi-party implementation projects with shared task lists and progress tracking
- Providing clients with a branded portal for document sharing and onboarding visibility
- Identifying at-risk onboardings early through bottleneck detection and milestone tracking

### How Client Onboarding Software Differs from Other Tools

Client onboarding software should not be confused with [project management software](https://www.g2.com/categories/project-management), which is too generic for structured client onboarding workflows, or [digital adoption platforms](https://www.g2.com/categories/digital-adoption-platform), which focus on user onboarding within a product. Client onboarding tools integrate with [CRM software](https://www.g2.com/categories/crm) and enterprise [IT management](https://www.g2.com/categories/it-management) tools to bridge the gap between sales handoff and successful service delivery.

### Insights from G2 on Client Onboarding Software

Based on category trends on G2, collaborative task management and client-facing visibility portals stand out as the most valued capabilities. These platforms deliver faster time-to-value for clients and reduced onboarding friction as primary outcomes of adoption.

Top Tools at a Glance

| Product | Best for | User Review |
| --- | --- | --- |
| [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_0b0117a1ce9cc6af3498adeee8b367f5/planhat.jpg "Product Avatar Image")](https://www.g2.com/products/planhat/reviews)[Planhat](https://www.g2.com/products/planhat/reviews)[4.5/5(958)](https://www.g2.com/products/planhat/reviews) | Automated customer onboarding workflows with health-scored lifecycle execution | "A Strategic Platform for Scaling Customer Success" |
| [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_744ed52507e8a595ec88a4db46cf5abd/churnzero.jpg "Product Avatar Image")](https://www.g2.com/products/churnzero/reviews)[ChurnZero](https://www.g2.com/products/churnzero/reviews)[4.7/5(1,613)](https://www.g2.com/products/churnzero/reviews) | Journey-automated customer onboarding with health-scored handoffs | "ChurnZero Is a Must-Have: Flexible, Intuitive, and Highly Reliable" |
| [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_260bb5e75826f002b2e503a3090ec537/rocketlane-corp.png "Product Avatar Image")](https://www.g2.com/products/rocketlane-corp/reviews)[Rocketlane](https://www.g2.com/products/rocketlane-corp/reviews)[4.7/5(862)](https://www.g2.com/products/rocketlane-corp/reviews) | Customer-facing implementation delivery with Salesforce-triggered projects | "A Reliable Platform for Project Implementation" |
| [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_21e2e66d73d36132851bfe1e8bd5940c/dock.png "Product Avatar Image")](https://www.g2.com/products/dock/reviews)[Dock](https://www.g2.com/products/dock/reviews)[4.6/5(481)](https://www.g2.com/products/dock/reviews) | Centralized client onboarding with engagement tracking | "Customizable Templates and Easy Client Onboarding—No Account Needed" |
| [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_6c40937757085634e23d58a5af37f35a/assemblysoftware.png "Product Avatar Image")](https://www.g2.com/products/assemblysoftware/reviews)[Assembly](https://www.g2.com/products/assemblysoftware/reviews)[4.7/5(333)](https://www.g2.com/products/assemblysoftware/reviews) | Branded client portal with consolidated onboarding workflows | "Client portal/CRM experience is great, wish we could bill elsewhere." |
| [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_d881bf828d0f162e53198151417c165d/moxo-g2.png "Product Avatar Image")](https://www.g2.com/products/moxo-g2/reviews)[Moxo](https://www.g2.com/products/moxo-g2/reviews)[4.5/5(194)](https://www.g2.com/products/moxo-g2/reviews) | Automated client onboarding flows with branded portals | "Productivity enhancer and time saver!" |
| [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_790950c0481589ae75e66baa5b31a905/vitally.png "Product Avatar Image")](https://www.g2.com/products/vitally/reviews)[Vitally](https://www.g2.com/products/vitally/reviews)[4.5/5(708)](https://www.g2.com/products/vitally/reviews) | Automated client onboarding with health-scored playbooks | "All the data I need, easily accessible at my fingertips!" |
| [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_ca83ecb753a7cc21f8d33facb583bee3/process-street.png "Product Avatar Image")](https://www.g2.com/products/process-street/reviews)[Process Street](https://www.g2.com/products/process-street/reviews)[4.6/5(463)](https://www.g2.com/products/process-street/reviews) | Conditional, repeatable client onboarding workflows | "Well-Designed, Simple SOP Workflows with Powerful Logic and Integrations" |
| [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_b17d99e9d0617b0c66e8a34bbc29f9b2/leadsie.png "Product Avatar Image")](https://www.g2.com/products/leadsie/reviews)[Leadsie](https://www.g2.com/products/leadsie/reviews)[4.8/5(65)](https://www.g2.com/products/leadsie/reviews) | Single-link client account access onboarding | "Magic-Link Simplicity: Easy, Reliable Connections Clients Love" |

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