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Top Free Client Onboarding Software

Check out our list of free Client Onboarding Software. Products featured on this list are the ones that offer a free trial version. As with most free versions, there are limitations, typically time or features.

If you'd like to see more products and to evaluate additional feature options, compare all Client Onboarding Software to ensure you get the right product.

View Free Client Onboarding Software

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.
37 Client Onboarding Products Available
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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.
  • 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 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®
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
  • 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
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • IC
    GuideCX has allowed us to segment the types of projects we need to manage easily. We rely on GuideCX to onboard our customers, as well as manage on... Read review
    MP
    GUIDEcx takes the traditional project management software and gives it rocket fuel to make it useful for both company and the customer. The ability... Read review
  • 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 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
IC
GuideCX has allowed us to segment the types of projects we need to manage easily. We rely on GuideCX to onboard our customers, as well as manage on... Read review
MP
GUIDEcx takes the traditional project management software and gives it rocket fuel to make it useful for both company and the customer. The ability... Read review
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®

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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
  • 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
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Kate E.
    KE
    We rely on Process Street to standardize and document our recurring workflows. At TypeWell, we have a small team managing a wide range of projects... Read review
    Verified User in Computer Software
    AC
    It provides several features that allow you to create and manage processes, so you can keep a big library of processes well organized. Support... Read review
  • 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 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
Kate E.
KE
We rely on Process Street to standardize and document our recurring workflows. At TypeWell, we have a small team managing a wide range of projects... Read review
Verified User in Computer Software
AC
It provides several features that allow you to create and manage processes, so you can keep a big library of processes well organized. Support... Read review
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®
Dock
(426)4.7 out of 5
8th Easiest To Use in Client Onboarding software
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Dock 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 c

    Users
    • Account Executive
    • Enterprise Account Executive
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 35% Mid-Market
    • 33% 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.
    • Dock is a platform that assists in organizing and presenting project-related materials, tracking leads, managing client portals, and onboarding customers.
    • Users frequently mention the ease of use, the ability to create and reuse templates, the security of data, and the convenience of having all project-related materials in one place.
    • Reviewers noted issues with the user interface, occasional bugs, difficulty in managing space between content, and the need for more detailed timelines or Gantt charts.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Dock features and usability ratings that predict user satisfaction
    8.1
    Optimization
    Average: 8.6
    8.4
    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
    Dock
    Year Founded
    2021
    HQ Location
    San Francisco, California
    Twitter
    @Dock_us
    588 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    23 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 c

Users
  • Account Executive
  • Enterprise Account Executive
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 35% Mid-Market
  • 33% 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.
  • Dock is a platform that assists in organizing and presenting project-related materials, tracking leads, managing client portals, and onboarding customers.
  • Users frequently mention the ease of use, the ability to create and reuse templates, the security of data, and the convenience of having all project-related materials in one place.
  • Reviewers noted issues with the user interface, occasional bugs, difficulty in managing space between content, and the need for more detailed timelines or Gantt charts.
Dock features and usability ratings that predict user satisfaction
8.1
Optimization
Average: 8.6
8.4
Resources
Average: 8.6
9.1
Content
Average: 8.8
8.9
Ease of Use
Average: 9.1
Seller Details
Seller
Dock
Year Founded
2021
HQ Location
San Francisco, California
Twitter
@Dock_us
588 Twitter followers
LinkedIn® Page
www.linkedin.com
23 employees on LinkedIn®
Vitally
(673)4.5 out of 5
Optimized for quick response
6th Easiest To Use in Client Onboarding software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Vitally is 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

    Users
    • Customer Success Manager
    • CSM
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 54% Mid-Market
    • 41% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Vitally features and usability ratings that predict user satisfaction
    8.2
    Optimization
    Average: 8.6
    8.2
    Resources
    Average: 8.6
    8.2
    Content
    Average: 8.8
    8.4
    Ease of Use
    Average: 9.1
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Verified User in Computer Software
    UC
    I love the ability to integrate with other platforms, even our own, to pull data and statistics automatically. It allows us to only look in one... Read review
    Verified User in Computer Software
    UC
    - Data rich dashboards, with easy setup. - Quick support for the rare times you get stuck. - All the features you'd expect from a CS platform,... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Vitally
    Company Website
    Year Founded
    2017
    HQ Location
    New York
    Twitter
    @vitally_io
    481 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    118 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • Customer Success Manager
  • CSM
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 54% Mid-Market
  • 41% Small-Business
Vitally features and usability ratings that predict user satisfaction
8.2
Optimization
Average: 8.6
8.2
Resources
Average: 8.6
8.2
Content
Average: 8.8
8.4
Ease of Use
Average: 9.1
Verified User in Computer Software
UC
I love the ability to integrate with other platforms, even our own, to pull data and statistics automatically. It allows us to only look in one... Read review
Verified User in Computer Software
UC
- Data rich dashboards, with easy setup. - Quick support for the rare times you get stuck. - All the features you'd expect from a CS platform,... Read review
Seller Details
Seller
Vitally
Company Website
Year Founded
2017
HQ Location
New York
Twitter
@vitally_io
481 Twitter followers
LinkedIn® Page
www.linkedin.com
118 employees on LinkedIn®
Moxo
(194)4.5 out of 5
Optimized for quick response
13th 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.

    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 ol

    Users
    • Director
    • CEO
    Industries
    • Financial Services
    • Marketing and Advertising
    Market Segment
    • 80% Small-Business
    • 18% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Moxo features and usability ratings that predict user satisfaction
    8.4
    Optimization
    Average: 8.6
    8.8
    Resources
    Average: 8.6
    9.1
    Content
    Average: 8.8
    8.9
    Ease of Use
    Average: 9.1
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Jae C.
    JC
    It has many useful functions included in MOXO platform that makes paying for other services for video calls, scheduling, signature, etc. obsolete.... Read review
    Hayes C.
    HC
    Moxo is the only software that can handle a high volume of projects while also delivering a beautiful UI for the clients. The app based system... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Moxo
    Company Website
    Year Founded
    2012
    HQ Location
    Cupertino, CA
    Twitter
    @PoweredByMoxo
    10,475 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    235 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 ol

Users
  • Director
  • CEO
Industries
  • Financial Services
  • Marketing and Advertising
Market Segment
  • 80% Small-Business
  • 18% Mid-Market
Moxo features and usability ratings that predict user satisfaction
8.4
Optimization
Average: 8.6
8.8
Resources
Average: 8.6
9.1
Content
Average: 8.8
8.9
Ease of Use
Average: 9.1
Jae C.
JC
It has many useful functions included in MOXO platform that makes paying for other services for video calls, scheduling, signature, etc. obsolete.... Read review
Hayes C.
HC
Moxo is the only software that can handle a high volume of projects while also delivering a beautiful UI for the clients. The app based system... Read review
Seller Details
Seller
Moxo
Company Website
Year Founded
2012
HQ Location
Cupertino, CA
Twitter
@PoweredByMoxo
10,475 Twitter followers
LinkedIn® Page
www.linkedin.com
235 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.
  • 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 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®
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.
  • 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 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®
Assembly
(278)4.8 out of 5
9th Easiest To Use in Client Onboarding software
View top Consulting Services for Assembly
Save to My Lists
Entry Level Price:$39.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 fir

    Users
    • Owner
    • Founder
    Industries
    • Marketing and Advertising
    • Accounting
    Market Segment
    • 94% Small-Business
    • 3% Mid-Market
    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.
    • Copilot is a client portal platform designed to centralize client communication, document sharing, and task management.
    • Reviewers appreciate the platform's ease of use, customization options, and the ability to integrate with other apps, which enhances workflow and client experience.
    • Reviewers mentioned issues with the setup process, limitations in user additions, lack of mobile app, and challenges with the payment collection system for international billing.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Assembly features and usability ratings that predict user satisfaction
    7.5
    Optimization
    Average: 8.6
    6.5
    Resources
    Average: 8.6
    8.6
    Content
    Average: 8.8
    9.4
    Ease of Use
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Assembly
    Company Website
    Year Founded
    2020
    HQ Location
    New York, US
    Twitter
    @copilot
    51,161 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    36 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 fir

Users
  • Owner
  • Founder
Industries
  • Marketing and Advertising
  • Accounting
Market Segment
  • 94% Small-Business
  • 3% Mid-Market
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.
  • Copilot is a client portal platform designed to centralize client communication, document sharing, and task management.
  • Reviewers appreciate the platform's ease of use, customization options, and the ability to integrate with other apps, which enhances workflow and client experience.
  • Reviewers mentioned issues with the setup process, limitations in user additions, lack of mobile app, and challenges with the payment collection system for international billing.
Assembly features and usability ratings that predict user satisfaction
7.5
Optimization
Average: 8.6
6.5
Resources
Average: 8.6
8.6
Content
Average: 8.8
9.4
Ease of Use
Average: 9.1
Seller Details
Seller
Assembly
Company Website
Year Founded
2020
HQ Location
New York, US
Twitter
@copilot
51,161 Twitter followers
LinkedIn® Page
www.linkedin.com
36 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.
  • 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 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®
Arrows
(48)4.8 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.

    Sales rooms, onboarding plans, and client portals. All in one platform. Built for HubSpot. Send sales rooms & onboarding plans to your customers to build momentum and drive action. Give your enti

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 81% Small-Business
    • 19% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Arrows features and usability ratings that predict user satisfaction
    9.7
    Optimization
    Average: 8.6
    9.6
    Resources
    Average: 8.6
    9.5
    Content
    Average: 8.8
    9.4
    Ease of Use
    Average: 9.1
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Verified User in Food & Beverages
    AF
    Arrows make it easy to improve customer onboarding flow without making massive changes to the already existing processes we have in place. The... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Arrows
    Year Founded
    2018
    HQ Location
    Los Angeles, CA
    Twitter
    @ArrowsHQ
    104 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    23 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Sales rooms, onboarding plans, and client portals. All in one platform. Built for HubSpot. Send sales rooms & onboarding plans to your customers to build momentum and drive action. Give your enti

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 81% Small-Business
  • 19% Mid-Market
Arrows features and usability ratings that predict user satisfaction
9.7
Optimization
Average: 8.6
9.6
Resources
Average: 8.6
9.5
Content
Average: 8.8
9.4
Ease of Use
Average: 9.1
Verified User in Food & Beverages
AF
Arrows make it easy to improve customer onboarding flow without making massive changes to the already existing processes we have in place. The... Read review
Seller Details
Seller
Arrows
Year Founded
2018
HQ Location
Los Angeles, CA
Twitter
@ArrowsHQ
104 Twitter followers
LinkedIn® Page
www.linkedin.com
23 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
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Verified User in E-Learning
    CE
    Now we can familiarize our new customers with our software ecosystem very quickly Read review
    Verified User in Computer Software
    TC
    It's a bit challenging to start using at first but once you know it it's easy. I love that you can add links, info boxes and media to the tours... Read review
  • 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
Verified User in E-Learning
CE
Now we can familiarize our new customers with our software ecosystem very quickly Read review
Verified User in Computer Software
TC
It's a bit challenging to start using at first but once you know it it's easy. I love that you can add links, info boxes and media to the tours... Read review
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®
Along
(60)4.9 out of 5
11th Easiest To Use in Client Onboarding software
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Along is a collaborative workspace for complex B2B sales. Like a virtual desk between sellers and buyers, the tool connects all stakeholders in a single interface. A shared task list (Mutual Action Pl

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 78% Small-Business
    • 22% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Along features and usability ratings that predict user satisfaction
    9.2
    Optimization
    Average: 8.6
    9.2
    Resources
    Average: 8.6
    9.6
    Content
    Average: 8.8
    9.7
    Ease of Use
    Average: 9.1
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Rajesh B.
    RB
    User-Friendly Interface : I am really concerned about the UI and along is very simple User-Friendly Interface. Enhanced Collaboration: The... Read review
    Radhika N.
    RN
    At first, I didn’t understand the product, but after exploring and asking many questions before purchasing, the team—especially Fred—was very... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Along
    Year Founded
    2022
    HQ Location
    Berlin, DE
    LinkedIn® Page
    www.linkedin.com
    16 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Along is a collaborative workspace for complex B2B sales. Like a virtual desk between sellers and buyers, the tool connects all stakeholders in a single interface. A shared task list (Mutual Action Pl

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 78% Small-Business
  • 22% Mid-Market
Along features and usability ratings that predict user satisfaction
9.2
Optimization
Average: 8.6
9.2
Resources
Average: 8.6
9.6
Content
Average: 8.8
9.7
Ease of Use
Average: 9.1
Rajesh B.
RB
User-Friendly Interface : I am really concerned about the UI and along is very simple User-Friendly Interface. Enhanced Collaboration: The... Read review
Radhika N.
RN
At first, I didn’t understand the product, but after exploring and asking many questions before purchasing, the team—especially Fred—was very... Read review
Seller Details
Seller
Along
Year Founded
2022
HQ Location
Berlin, DE
LinkedIn® Page
www.linkedin.com
16 employees on LinkedIn®
Onboard
(41)5.0 out of 5
2nd Easiest To Use in Client Onboarding software
Save to My Lists
Entry Level Price:$25.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Onboard is a modern customer onboarding software solution designed to streamline the onboarding process for B2B SaaS and client-services teams. By replacing traditional methods such as spreadsheets, s

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 68% Small-Business
    • 15% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Onboard features and usability ratings that predict user satisfaction
    9.4
    Optimization
    Average: 8.6
    10.0
    Resources
    Average: 8.6
    9.5
    Content
    Average: 8.8
    10.0
    Ease of Use
    Average: 9.1
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Verified User in Transportation/Trucking/Railroad
    UT
    The variable concept is super intuitive, we can spin up new onboarding programs in less than 2 minutes. More than that, our customers have enjoyed... Read review
    Verified User in Education Management
    AE
    Honestly, I really enjoyed using onboard's Global Tasks library to populate a comprehensive list of the tasks associated with projects that we have... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Onboard Software, Inc
    Company Website
    Year Founded
    2020
    HQ Location
    Miami
    Twitter
    @onboardio
    169 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    8 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Onboard is a modern customer onboarding software solution designed to streamline the onboarding process for B2B SaaS and client-services teams. By replacing traditional methods such as spreadsheets, s

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 68% Small-Business
  • 15% Mid-Market
Onboard features and usability ratings that predict user satisfaction
9.4
Optimization
Average: 8.6
10.0
Resources
Average: 8.6
9.5
Content
Average: 8.8
10.0
Ease of Use
Average: 9.1
Verified User in Transportation/Trucking/Railroad
UT
The variable concept is super intuitive, we can spin up new onboarding programs in less than 2 minutes. More than that, our customers have enjoyed... Read review
Verified User in Education Management
AE
Honestly, I really enjoyed using onboard's Global Tasks library to populate a comprehensive list of the tasks associated with projects that we have... Read review
Seller Details
Seller
Onboard Software, Inc
Company Website
Year Founded
2020
HQ Location
Miami
Twitter
@onboardio
169 Twitter followers
LinkedIn® Page
www.linkedin.com
8 employees on LinkedIn®
Flowla
(117)5.0 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.

    Flowla is a human-led, AI-powered automation tool designed for Sales, CS, and RevOps teams that offers: - Digital sales rooms & onboarding portals - Workflow automation - AI Agents It acts

    Users
    • Co-Founder
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 75% Small-Business
    • 17% Mid-Market
    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.
    • Flowla is a tool designed to build sales flows, centralize various types of content, and integrate with existing workflows.
    • Reviewers frequently mention the seamless integration capabilities, the intuitive UI/UX, and the ability to automate and standardize sales processes as standout features.
    • Users reported limitations in customization options and complexity in setting up specific action items, as well as a desire for more advanced features in certain areas.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Flowla features and usability ratings that predict user satisfaction
    9.7
    Optimization
    Average: 8.6
    9.7
    Resources
    Average: 8.6
    9.5
    Content
    Average: 8.8
    9.8
    Ease of Use
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Flowla
    Year Founded
    2022
    HQ Location
    London, GB
    Twitter
    @Flowlacom
    52 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    17 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Flowla is a human-led, AI-powered automation tool designed for Sales, CS, and RevOps teams that offers: - Digital sales rooms & onboarding portals - Workflow automation - AI Agents It acts

Users
  • Co-Founder
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 75% Small-Business
  • 17% Mid-Market
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.
  • Flowla is a tool designed to build sales flows, centralize various types of content, and integrate with existing workflows.
  • Reviewers frequently mention the seamless integration capabilities, the intuitive UI/UX, and the ability to automate and standardize sales processes as standout features.
  • Users reported limitations in customization options and complexity in setting up specific action items, as well as a desire for more advanced features in certain areas.
Flowla features and usability ratings that predict user satisfaction
9.7
Optimization
Average: 8.6
9.7
Resources
Average: 8.6
9.5
Content
Average: 8.8
9.8
Ease of Use
Average: 9.1
Seller Details
Seller
Flowla
Year Founded
2022
HQ Location
London, GB
Twitter
@Flowlacom
52 Twitter followers
LinkedIn® Page
www.linkedin.com
17 employees on LinkedIn®