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Best Enterprise Client Onboarding Software

Subhransu Sahu
SS
Researched and written by Subhransu Sahu

Products classified in the overall Client Onboarding category are similar in many regards and help companies of all sizes solve their business problems. However, enterprise business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Enterprise Business Client Onboarding to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Enterprise Business Client Onboarding category.

In addition to qualifying for inclusion in the Client Onboarding Software category, to qualify for inclusion in the Enterprise Business Client Onboarding Software category, a product must have at least 10 reviews left by a reviewer from an enterprise business.

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G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

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11 Listings in Enterprise Client Onboarding Software Available

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    G2 Score
ChurnZero
(1,533)4.7 out of 5
Optimized for quick response
4th Easiest To Use in Client Onboarding software
View top Consulting Services for ChurnZero
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    ChurnZero is the 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.

    Users
    • Customer Success Manager
    • Director of Customer Success
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 62% Mid-Market
    • 28% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • ChurnZero Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    134
    Customer Support
    97
    Helpful
    94
    Automation
    90
    Efficiency
    80
    Cons
    Learning Curve
    51
    Not Intuitive
    38
    Missing Features
    37
    Complexity
    36
    Steep Learning Curve
    31
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • ChurnZero features and usability ratings that predict user satisfaction
    8.7
    Optimization
    Average: 8.6
    8.6
    Resources
    Average: 8.6
    8.5
    Content
    Average: 8.8
    8.5
    Ease of Use
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    ChurnZero
    Company Website
    Year Founded
    2015
    HQ Location
    Washington, District of Columbia
    Twitter
    @churnzero
    1,841 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    138 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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.

Users
  • Customer Success Manager
  • Director of Customer Success
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 62% Mid-Market
  • 28% Small-Business
ChurnZero Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
134
Customer Support
97
Helpful
94
Automation
90
Efficiency
80
Cons
Learning Curve
51
Not Intuitive
38
Missing Features
37
Complexity
36
Steep Learning Curve
31
View All Pros and Cons
ChurnZero features and usability ratings that predict user satisfaction
8.7
Optimization
Average: 8.6
8.6
Resources
Average: 8.6
8.5
Content
Average: 8.8
8.5
Ease of Use
Average: 9.1
Seller Details
Seller
ChurnZero
Company Website
Year Founded
2015
HQ Location
Washington, District of Columbia
Twitter
@churnzero
1,841 Twitter followers
LinkedIn® Page
www.linkedin.com
138 employees on LinkedIn®
Totango
(1,146)4.3 out of 5
Optimized for quick response
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Totango is 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

    Users
    • Customer Success Manager
    • CSM
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 57% Mid-Market
    • 22% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Totango Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    205
    Helpful
    102
    Customer Support
    100
    Customization
    98
    Efficiency
    95
    Cons
    Learning Curve
    86
    Integration Issues
    68
    Missing Features
    58
    Steep Learning Curve
    51
    Limited Customization
    49
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Totango features and usability ratings that predict user satisfaction
    8.0
    Optimization
    Average: 8.6
    8.3
    Resources
    Average: 8.6
    8.0
    Content
    Average: 8.8
    8.2
    Ease of Use
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Totango
    Company Website
    Year Founded
    2010
    HQ Location
    New York, NY
    LinkedIn® Page
    www.linkedin.com
    170 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • Customer Success Manager
  • CSM
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 57% Mid-Market
  • 22% Small-Business
Totango Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
205
Helpful
102
Customer Support
100
Customization
98
Efficiency
95
Cons
Learning Curve
86
Integration Issues
68
Missing Features
58
Steep Learning Curve
51
Limited Customization
49
View All Pros and Cons
Totango features and usability ratings that predict user satisfaction
8.0
Optimization
Average: 8.6
8.3
Resources
Average: 8.6
8.0
Content
Average: 8.8
8.2
Ease of Use
Average: 9.1
Seller Details
Seller
Totango
Company Website
Year Founded
2010
HQ Location
New York, NY
LinkedIn® Page
www.linkedin.com
170 employees on LinkedIn®

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Rocketlane
(785)4.7 out of 5
Optimized for quick response
7th Easiest To Use in Client Onboarding software
Save to My Lists
Free trial available
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Rocketlane is 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 fo

    Users
    • Customer Success Manager
    • Software Engineer
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 55% Mid-Market
    • 29% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Rocketlane is a project management tool that centralizes tasks, timelines, and task ownership for improved organization and alignment with teams and clients.
    • Reviewers appreciate Rocketlane's user-friendly interface, swift performance, and the ability to streamline tasks, automate manual work, and improve collaboration with its real-time features and AI-driven updates.
    • Users reported issues with Rocketlane's load times, occasional app malfunctions, and a learning curve with unclear workflows and limited mobile functionality.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Rocketlane Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    119
    Project Management
    88
    Project Tracking
    71
    Task Management
    62
    Intuitive
    59
    Cons
    Missing Features
    43
    Slow Loading
    28
    Slow Performance
    28
    Limited Customization
    20
    Task Management
    20
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Rocketlane features and usability ratings that predict user satisfaction
    8.9
    Optimization
    Average: 8.6
    9.0
    Resources
    Average: 8.6
    8.8
    Content
    Average: 8.8
    9.2
    Ease of Use
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Rocketlane Corp
    Company Website
    Year Founded
    2020
    HQ Location
    Walnut, US
    Twitter
    @RocketlaneHQ
    1,390 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    213 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 fo

Users
  • Customer Success Manager
  • Software Engineer
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 55% Mid-Market
  • 29% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Rocketlane is a project management tool that centralizes tasks, timelines, and task ownership for improved organization and alignment with teams and clients.
  • Reviewers appreciate Rocketlane's user-friendly interface, swift performance, and the ability to streamline tasks, automate manual work, and improve collaboration with its real-time features and AI-driven updates.
  • Users reported issues with Rocketlane's load times, occasional app malfunctions, and a learning curve with unclear workflows and limited mobile functionality.
Rocketlane Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
119
Project Management
88
Project Tracking
71
Task Management
62
Intuitive
59
Cons
Missing Features
43
Slow Loading
28
Slow Performance
28
Limited Customization
20
Task Management
20
View All Pros and Cons
Rocketlane features and usability ratings that predict user satisfaction
8.9
Optimization
Average: 8.6
9.0
Resources
Average: 8.6
8.8
Content
Average: 8.8
9.2
Ease of Use
Average: 9.1
Seller Details
Seller
Rocketlane Corp
Company Website
Year Founded
2020
HQ Location
Walnut, US
Twitter
@RocketlaneHQ
1,390 Twitter followers
LinkedIn® Page
www.linkedin.com
213 employees on LinkedIn®
Enablix
(338)4.7 out of 5
Optimized for quick response
3rd Easiest To Use in Client Onboarding software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Enablix is a comprehensive B2B enablement platform designed for modern organizations to deliver personalized digital experiences at scale throughout the customer lifecycle. It empowers revenue teams—i

    Users
    • Account Executive
    • Product Marketing Manager
    Industries
    • Computer Software
    • Financial Services
    Market Segment
    • 69% Mid-Market
    • 16% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Enablix is a platform that consolidates organization-wide content, enhancing accessibility and usability across the organization.
    • Reviewers appreciate the platform's intuitive user interface, seamless setup, and effective search functionality, which enables prompt retrieval of information.
    • Users experienced issues with the search option, email formatting, and organization of information, and suggested improvements in auto-labelling and chat with content features.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Enablix Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    69
    Document Management
    35
    Easy Sharing
    22
    Centralization
    21
    Visibility
    20
    Cons
    Missing Features
    19
    Missing Functionality
    12
    Email Functionality
    11
    Search Functionality
    10
    Email Integration
    7
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Enablix features and usability ratings that predict user satisfaction
    8.3
    Optimization
    Average: 8.6
    8.4
    Resources
    Average: 8.6
    8.6
    Content
    Average: 8.8
    9.1
    Ease of Use
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Enablix
    Company Website
    Year Founded
    2017
    HQ Location
    Ashburn, VA
    Twitter
    @enablix
    46 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    15 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Enablix is a comprehensive B2B enablement platform designed for modern organizations to deliver personalized digital experiences at scale throughout the customer lifecycle. It empowers revenue teams—i

Users
  • Account Executive
  • Product Marketing Manager
Industries
  • Computer Software
  • Financial Services
Market Segment
  • 69% Mid-Market
  • 16% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Enablix is a platform that consolidates organization-wide content, enhancing accessibility and usability across the organization.
  • Reviewers appreciate the platform's intuitive user interface, seamless setup, and effective search functionality, which enables prompt retrieval of information.
  • Users experienced issues with the search option, email formatting, and organization of information, and suggested improvements in auto-labelling and chat with content features.
Enablix Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
69
Document Management
35
Easy Sharing
22
Centralization
21
Visibility
20
Cons
Missing Features
19
Missing Functionality
12
Email Functionality
11
Search Functionality
10
Email Integration
7
View All Pros and Cons
Enablix features and usability ratings that predict user satisfaction
8.3
Optimization
Average: 8.6
8.4
Resources
Average: 8.6
8.6
Content
Average: 8.8
9.1
Ease of Use
Average: 9.1
Seller Details
Seller
Enablix
Company Website
Year Founded
2017
HQ Location
Ashburn, VA
Twitter
@enablix
46 Twitter followers
LinkedIn® Page
www.linkedin.com
15 employees on LinkedIn®
Userlane
(81)4.7 out of 5
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Userlane’s Digital Adoption Platform is designed to make any software application easy to use by guiding people through processes in real-time and offering on-demand support directly within applicatio

    Users
    No information available
    Industries
    • Computer Software
    • Automotive
    Market Segment
    • 40% Enterprise
    • 38% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Userlane features and usability ratings that predict user satisfaction
    8.8
    Optimization
    Average: 8.6
    9.6
    Resources
    Average: 8.6
    9.1
    Content
    Average: 8.8
    8.9
    Ease of Use
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Userlane
    Year Founded
    2016
    HQ Location
    Munich, Bavaria
    Twitter
    @UserlaneHQ
    7,399 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    60 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Userlane’s Digital Adoption Platform is designed to make any software application easy to use by guiding people through processes in real-time and offering on-demand support directly within applicatio

Users
No information available
Industries
  • Computer Software
  • Automotive
Market Segment
  • 40% Enterprise
  • 38% Mid-Market
Userlane features and usability ratings that predict user satisfaction
8.8
Optimization
Average: 8.6
9.6
Resources
Average: 8.6
9.1
Content
Average: 8.8
8.9
Ease of Use
Average: 9.1
Seller Details
Seller
Userlane
Year Founded
2016
HQ Location
Munich, Bavaria
Twitter
@UserlaneHQ
7,399 Twitter followers
LinkedIn® Page
www.linkedin.com
60 employees on LinkedIn®
Planhat
(883)4.5 out of 5
Optimized for quick response
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Planhat is a customer platform that provides software and services to help organizations grow lifelong customers. Our platform powers sales, service and customer success products that scale with our c

    Users
    • Customer Success Manager
    • Head of Customer Success
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 59% Mid-Market
    • 32% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Planhat Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    240
    Customer Support
    167
    Helpful
    116
    Customization
    114
    Efficiency
    108
    Cons
    Learning Curve
    115
    Complexity
    79
    Steep Learning Curve
    64
    Integration Issues
    62
    Missing Features
    59
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Planhat features and usability ratings that predict user satisfaction
    7.9
    Optimization
    Average: 8.6
    7.7
    Resources
    Average: 8.6
    8.0
    Content
    Average: 8.8
    8.3
    Ease of Use
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Planhat
    Company Website
    Year Founded
    2015
    HQ Location
    Stockholm, Stockholm County
    Twitter
    @Planhat
    1,065 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    209 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Planhat is a customer platform that provides software and services to help organizations grow lifelong customers. Our platform powers sales, service and customer success products that scale with our c

Users
  • Customer Success Manager
  • Head of Customer Success
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 59% Mid-Market
  • 32% Small-Business
Planhat Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
240
Customer Support
167
Helpful
116
Customization
114
Efficiency
108
Cons
Learning Curve
115
Complexity
79
Steep Learning Curve
64
Integration Issues
62
Missing Features
59
View All Pros and Cons
Planhat features and usability ratings that predict user satisfaction
7.9
Optimization
Average: 8.6
7.7
Resources
Average: 8.6
8.0
Content
Average: 8.8
8.3
Ease of Use
Average: 9.1
Seller Details
Seller
Planhat
Company Website
Year Founded
2015
HQ Location
Stockholm, Stockholm County
Twitter
@Planhat
1,065 Twitter followers
LinkedIn® Page
www.linkedin.com
209 employees on LinkedIn®
GUIDEcx
(459)4.6 out of 5
5th Easiest To Use in Client Onboarding software
Save to My Lists
Entry Level Price:Starting at $4,700.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    GUIDEcx is the world's leading Client Onboarding solution that creates a seamless transition between your sales and implementation process. With over five years and 300,000 successful onboarding proje

    Users
    • Project Manager
    • Implementation Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 52% Mid-Market
    • 39% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • GUIDEcx Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    16
    Customer Support
    14
    Ease of Learning
    11
    Project Management
    10
    Automation
    9
    Cons
    Missing Features
    5
    Learning Curve
    3
    Bugs
    2
    Complexity
    2
    Limited Features
    2
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • GUIDEcx features and usability ratings that predict user satisfaction
    8.2
    Optimization
    Average: 8.6
    8.4
    Resources
    Average: 8.6
    8.6
    Content
    Average: 8.8
    8.9
    Ease of Use
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    GuideCX
    Year Founded
    2017
    HQ Location
    Lehi, Utah
    Twitter
    @guidecx
    177 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    52 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

GUIDEcx is the world's leading Client Onboarding solution that creates a seamless transition between your sales and implementation process. With over five years and 300,000 successful onboarding proje

Users
  • Project Manager
  • Implementation Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 52% Mid-Market
  • 39% Small-Business
GUIDEcx Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
16
Customer Support
14
Ease of Learning
11
Project Management
10
Automation
9
Cons
Missing Features
5
Learning Curve
3
Bugs
2
Complexity
2
Limited Features
2
View All Pros and Cons
GUIDEcx features and usability ratings that predict user satisfaction
8.2
Optimization
Average: 8.6
8.4
Resources
Average: 8.6
8.6
Content
Average: 8.8
8.9
Ease of Use
Average: 9.1
Seller Details
Seller
GuideCX
Year Founded
2017
HQ Location
Lehi, Utah
Twitter
@guidecx
177 Twitter followers
LinkedIn® Page
www.linkedin.com
52 employees on LinkedIn®
EverAfter
(162)4.6 out of 5
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    • Customer Success Manager
    • CSM
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 62% Mid-Market
    • 24% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • EverAfter Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    63
    Customer Support
    36
    Customization
    31
    Intuitive
    28
    Customizability
    26
    Cons
    Missing Features
    16
    Complexity
    10
    Integration Issues
    9
    Missing Functionality
    8
    Learning Curve
    7
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • EverAfter features and usability ratings that predict user satisfaction
    8.3
    Optimization
    Average: 8.6
    8.0
    Resources
    Average: 8.6
    8.7
    Content
    Average: 8.8
    8.7
    Ease of Use
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    EverAfter
    Company Website
    HQ Location
    Tel Aviv, IL
    LinkedIn® Page
    www.linkedin.com
    30 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • Customer Success Manager
  • CSM
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 62% Mid-Market
  • 24% Small-Business
EverAfter Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
63
Customer Support
36
Customization
31
Intuitive
28
Customizability
26
Cons
Missing Features
16
Complexity
10
Integration Issues
9
Missing Functionality
8
Learning Curve
7
View All Pros and Cons
EverAfter features and usability ratings that predict user satisfaction
8.3
Optimization
Average: 8.6
8.0
Resources
Average: 8.6
8.7
Content
Average: 8.8
8.7
Ease of Use
Average: 9.1
Seller Details
Seller
EverAfter
Company Website
HQ Location
Tel Aviv, IL
LinkedIn® Page
www.linkedin.com
30 employees on LinkedIn®
Cloud Coach
(180)4.5 out of 5
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    From Onboarding to Professional Services and Success, post-sales teams are in constant dialogue with your customers. Touchpoints are fragmented, with colleagues working in system silos, driven by sepa

    Users
    • Project Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 51% Mid-Market
    • 30% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Cloud Coach is a project management tool that integrates with Salesforce to manage customer journey, onboarding, renewals, and resource allocation.
    • Reviewers frequently mention the seamless integration with Salesforce, the comprehensive set of tools for project management, time tracking, and resource management, and the responsive and helpful customer support.
    • Reviewers experienced difficulties with the interface being overwhelming at first, the management of the project plan being clunky, and the advanced features requiring time to learn and potentially causing financial distress.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Cloud Coach Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    57
    Project Management
    49
    Integrations
    39
    Easy Integration
    32
    Customer Support
    31
    Cons
    Learning Curve
    21
    Complexity
    18
    Missing Features
    18
    Limited Features
    13
    Access Limitations
    12
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Cloud Coach features and usability ratings that predict user satisfaction
    7.2
    Optimization
    Average: 8.6
    8.6
    Resources
    Average: 8.6
    7.3
    Content
    Average: 8.8
    8.2
    Ease of Use
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Cloud Coach
    Company Website
    Year Founded
    2005
    HQ Location
    Fort Collins, Colorado
    Twitter
    @cloudcoach
    118 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    46 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

From Onboarding to Professional Services and Success, post-sales teams are in constant dialogue with your customers. Touchpoints are fragmented, with colleagues working in system silos, driven by sepa

Users
  • Project Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 51% Mid-Market
  • 30% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Cloud Coach is a project management tool that integrates with Salesforce to manage customer journey, onboarding, renewals, and resource allocation.
  • Reviewers frequently mention the seamless integration with Salesforce, the comprehensive set of tools for project management, time tracking, and resource management, and the responsive and helpful customer support.
  • Reviewers experienced difficulties with the interface being overwhelming at first, the management of the project plan being clunky, and the advanced features requiring time to learn and potentially causing financial distress.
Cloud Coach Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
57
Project Management
49
Integrations
39
Easy Integration
32
Customer Support
31
Cons
Learning Curve
21
Complexity
18
Missing Features
18
Limited Features
13
Access Limitations
12
View All Pros and Cons
Cloud Coach features and usability ratings that predict user satisfaction
7.2
Optimization
Average: 8.6
8.6
Resources
Average: 8.6
7.3
Content
Average: 8.8
8.2
Ease of Use
Average: 9.1
Seller Details
Seller
Cloud Coach
Company Website
Year Founded
2005
HQ Location
Fort Collins, Colorado
Twitter
@cloudcoach
118 Twitter followers
LinkedIn® Page
www.linkedin.com
46 employees on LinkedIn®
Process Street
(456)4.6 out of 5
Optimized for quick response
12th Easiest To Use in Client Onboarding software
Save to My Lists
Free trial available
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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

    Users
    • CEO
    • Owner
    Industries
    • Real Estate
    • Information Technology and Services
    Market Segment
    • 70% Small-Business
    • 24% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Process Street Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    81
    Efficiency
    46
    Task Management
    42
    Process Efficiency
    41
    Workflow Management
    33
    Cons
    Learning Curve
    24
    Learning Difficulty
    21
    Limited Customization
    16
    Complexity
    14
    Missing Features
    14
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Process Street features and usability ratings that predict user satisfaction
    8.6
    Optimization
    Average: 8.6
    8.3
    Resources
    Average: 8.6
    8.7
    Content
    Average: 8.8
    8.8
    Ease of Use
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Process Street
    Company Website
    Year Founded
    2014
    HQ Location
    San Francisco, US
    Twitter
    @processstreet
    2,765 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    52 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Process Street is 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

Users
  • CEO
  • Owner
Industries
  • Real Estate
  • Information Technology and Services
Market Segment
  • 70% Small-Business
  • 24% Mid-Market
Process Street Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
81
Efficiency
46
Task Management
42
Process Efficiency
41
Workflow Management
33
Cons
Learning Curve
24
Learning Difficulty
21
Limited Customization
16
Complexity
14
Missing Features
14
View All Pros and Cons
Process Street features and usability ratings that predict user satisfaction
8.6
Optimization
Average: 8.6
8.3
Resources
Average: 8.6
8.7
Content
Average: 8.8
8.8
Ease of Use
Average: 9.1
Seller Details
Seller
Process Street
Company Website
Year Founded
2014
HQ Location
San Francisco, US
Twitter
@processstreet
2,765 Twitter followers
LinkedIn® Page
www.linkedin.com
52 employees on LinkedIn®
CogniSaaS
(126)4.0 out of 5
Save to My Lists
Free trial available
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    CogniSaaS is a customer-centric onboarding and implementation platform that helps enterprise SaaS businesses achieve faster time to value. It minimizes the usage of silos of tools; improves collaborat

    Users
    No information available
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 65% Mid-Market
    • 22% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • CogniSaaS is a platform designed to manage and track customer onboarding processes, enabling teams to collaborate across different departments.
    • Reviewers appreciate the ability to manage daily tasks on a single platform, monitor work progress department-wise, and reduce manual efforts, making operations more streamlined.
    • Reviewers experienced slow response times, inconsistent task status updates, lack of reliability, slow performance, and frequent glitches, which affected their efficiency and productivity.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • CogniSaaS Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Task Management
    8
    Progress Tracking
    5
    Ease of Use
    4
    Efficiency
    4
    Task Tracking
    4
    Cons
    Slow Performance
    15
    Slow Loading
    14
    Data Inaccuracy
    5
    Glitches
    5
    Performance Issues
    5
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • CogniSaaS features and usability ratings that predict user satisfaction
    6.9
    Optimization
    Average: 8.6
    6.8
    Resources
    Average: 8.6
    6.8
    Content
    Average: 8.8
    7.6
    Ease of Use
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    CogniSaaS
    Year Founded
    2020
    HQ Location
    Bangalore, IN
    Twitter
    @cognisaas
    248 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    4 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

CogniSaaS is a customer-centric onboarding and implementation platform that helps enterprise SaaS businesses achieve faster time to value. It minimizes the usage of silos of tools; improves collaborat

Users
No information available
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 65% Mid-Market
  • 22% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • CogniSaaS is a platform designed to manage and track customer onboarding processes, enabling teams to collaborate across different departments.
  • Reviewers appreciate the ability to manage daily tasks on a single platform, monitor work progress department-wise, and reduce manual efforts, making operations more streamlined.
  • Reviewers experienced slow response times, inconsistent task status updates, lack of reliability, slow performance, and frequent glitches, which affected their efficiency and productivity.
CogniSaaS Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Task Management
8
Progress Tracking
5
Ease of Use
4
Efficiency
4
Task Tracking
4
Cons
Slow Performance
15
Slow Loading
14
Data Inaccuracy
5
Glitches
5
Performance Issues
5
View All Pros and Cons
CogniSaaS features and usability ratings that predict user satisfaction
6.9
Optimization
Average: 8.6
6.8
Resources
Average: 8.6
6.8
Content
Average: 8.8
7.6
Ease of Use
Average: 9.1
Seller Details
Seller
CogniSaaS
Year Founded
2020
HQ Location
Bangalore, IN
Twitter
@cognisaas
248 Twitter followers
LinkedIn® Page
www.linkedin.com
4 employees on LinkedIn®
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