Top Free Client Onboarding Software - Page 2

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.
39 Client Onboarding Products Available
View all Client Onboarding Software
View all Client Onboarding Software
Flowla
(117)5.0 out of 5
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 deal room + automation platform designed for the entire revenue motion: Marketing, Sales, CS, RevOps and beyond. It offers: - Digital sales rooms, customer onbo

    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 like the seamless integration capabilities of Flowla, its intuitive UI/UX, the ability to centralize content, and the detailed stakeholder engagement analytics it provides.
    • Users experienced limitations in customization options and found the setup of specific action items to be complex.
  • 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: 8.7
    9.5
    Content
    Average: 8.9
    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
    53 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    19 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Flowla is a human-led, AI-powered deal room + automation platform designed for the entire revenue motion: Marketing, Sales, CS, RevOps and beyond. It offers: - Digital sales rooms, customer onbo

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 like the seamless integration capabilities of Flowla, its intuitive UI/UX, the ability to centralize content, and the detailed stakeholder engagement analytics it provides.
  • Users experienced limitations in customization options and found the setup of specific action items to be complex.
Flowla features and usability ratings that predict user satisfaction
9.7
Optimization
Average: 8.6
9.7
Resources
Average: 8.7
9.5
Content
Average: 8.9
9.8
Ease of Use
Average: 9.1
Seller Details
Seller
Flowla
Year Founded
2022
HQ Location
London, GB
Twitter
@Flowlacom
53 Twitter followers
LinkedIn® Page
www.linkedin.com
19 employees on LinkedIn®
CustomerSuccessBox
(134)4.5 out of 5
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    CustomerSuccessBox is an AI powered customer success software for B2B SaaS. Backed with $1 Million in March 2018 by pi Ventures and Axilor Ventures, CustomerSuccessBox was built from a clear need for

    Users
    • Customer Success Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 73% Mid-Market
    • 22% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • CustomerSuccessBox features and usability ratings that predict user satisfaction
    8.5
    Optimization
    Average: 8.6
    8.3
    Resources
    Average: 8.7
    8.7
    Content
    Average: 8.9
    8.6
    Ease of Use
    Average: 9.1
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Verified User in Computer Software
    UC
    It seamlessly integrates with all our ticketing, invoicing systems, and our platform! Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    CustomerSuccessBox
    Year Founded
    2018
    HQ Location
    San Francisco, California
    Twitter
    @CustSuccessBox
    737 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    3 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

CustomerSuccessBox is an AI powered customer success software for B2B SaaS. Backed with $1 Million in March 2018 by pi Ventures and Axilor Ventures, CustomerSuccessBox was built from a clear need for

Users
  • Customer Success Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 73% Mid-Market
  • 22% Small-Business
CustomerSuccessBox features and usability ratings that predict user satisfaction
8.5
Optimization
Average: 8.6
8.3
Resources
Average: 8.7
8.7
Content
Average: 8.9
8.6
Ease of Use
Average: 9.1
Verified User in Computer Software
UC
It seamlessly integrates with all our ticketing, invoicing systems, and our platform! Read review
Seller Details
Seller
CustomerSuccessBox
Year Founded
2018
HQ Location
San Francisco, California
Twitter
@CustSuccessBox
737 Twitter followers
LinkedIn® Page
www.linkedin.com
3 employees on LinkedIn®
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LaunchBay
(46)4.6 out of 5
Optimized for quick response
12th Easiest To Use in Client Onboarding software
Entry Level Price:$149.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    LaunchBay is an all-in-one client onboarding automation platform designed for growing B2B service providers, agencies, and software companies that need a faster, more scalable way to onboard customers

    Users
    No information available
    Industries
    • Marketing and Advertising
    Market Segment
    • 98% Small-Business
    • 2% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • LaunchBay features and usability ratings that predict user satisfaction
    7.1
    Optimization
    Average: 8.6
    7.6
    Resources
    Average: 8.7
    7.9
    Content
    Average: 8.9
    8.9
    Ease of Use
    Average: 9.1
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Verified User in Management Consulting
    AM
    The upside of motion is that it serves as a project management tool with a built-in data collection facility, making it easier and more efficient... Read review
    RH
    I love that it is incredibly intuitive to use, I had templates and automations set up in a heartbeat when I started, and then continued to refine... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    LaunchBay
    Company Website
    Year Founded
    2022
    HQ Location
    Boulder , US
    LinkedIn® Page
    www.linkedin.com
    10 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

LaunchBay is an all-in-one client onboarding automation platform designed for growing B2B service providers, agencies, and software companies that need a faster, more scalable way to onboard customers

Users
No information available
Industries
  • Marketing and Advertising
Market Segment
  • 98% Small-Business
  • 2% Mid-Market
LaunchBay features and usability ratings that predict user satisfaction
7.1
Optimization
Average: 8.6
7.6
Resources
Average: 8.7
7.9
Content
Average: 8.9
8.9
Ease of Use
Average: 9.1
Verified User in Management Consulting
AM
The upside of motion is that it serves as a project management tool with a built-in data collection facility, making it easier and more efficient... Read review
RH
I love that it is incredibly intuitive to use, I had templates and automations set up in a heartbeat when I started, and then continued to refine... Read review
Seller Details
Seller
LaunchBay
Company Website
Year Founded
2022
HQ Location
Boulder , US
LinkedIn® Page
www.linkedin.com
10 employees on LinkedIn®
Baton
(40)4.4 out of 5
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Baton is a SaaS implementation management platform that automates, simplifies and accelerates even the most complex customer onboarding projects. Baton is purpose-built for project participants to wo

    Users
    No information available
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 65% Mid-Market
    • 25% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Baton features and usability ratings that predict user satisfaction
    9.0
    Optimization
    Average: 8.6
    9.2
    Resources
    Average: 8.7
    8.9
    Content
    Average: 8.9
    8.6
    Ease of Use
    Average: 9.1
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • James G.
    JG
    I like being able to get all the tasks in a nice list and being able to organise projects. A very cool part of it is when you have tasks that are... Read review
    TT
    Ease and efficiency of use. It is a very intuitive user interface. It will be very easy to share with external clients to partner with us in... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Baton Technologies
    HQ Location
    New York , US
    Twitter
    @batonhq
    55 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    7 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Baton is a SaaS implementation management platform that automates, simplifies and accelerates even the most complex customer onboarding projects. Baton is purpose-built for project participants to wo

Users
No information available
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 65% Mid-Market
  • 25% Small-Business
Baton features and usability ratings that predict user satisfaction
9.0
Optimization
Average: 8.6
9.2
Resources
Average: 8.7
8.9
Content
Average: 8.9
8.6
Ease of Use
Average: 9.1
James G.
JG
I like being able to get all the tasks in a nice list and being able to organise projects. A very cool part of it is when you have tasks that are... Read review
TT
Ease and efficiency of use. It is a very intuitive user interface. It will be very easy to share with external clients to partner with us in... Read review
Seller Details
Seller
Baton Technologies
HQ Location
New York , US
Twitter
@batonhq
55 Twitter followers
LinkedIn® Page
www.linkedin.com
7 employees on LinkedIn®
FuseBase
(106)4.7 out of 5
8th Easiest To Use in Client Onboarding software
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    FUSEBASE – THE AI-POWERED WORKSPACE & AGENT PLATFORM FOR MODERN TEAMS FuseBase is the next-gen AI-powered workspace and agent platform designed to help growing companies automate work, unlock p

    Users
    • CEO
    Industries
    • Marketing and Advertising
    • Information Technology and Services
    Market Segment
    • 82% Small-Business
    • 15% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • FuseBase features and usability ratings that predict user satisfaction
    9.4
    Optimization
    Average: 8.6
    9.4
    Resources
    Average: 8.7
    10.0
    Content
    Average: 8.9
    9.4
    Ease of Use
    Average: 9.1
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Oleg S.
    OS
    Sometimes I can get distracted and Nimbus Note helps me write down my ideas before I forget them. It's on all my devices: laptop, mobile, tablet. I... Read review
    Reto R.
    RR
    The ease and efficiency to organize my whole life, my existence and my professional work and collaboration. To have my compelete archive on the... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Nimbus Web Inc
    Year Founded
    2014
    HQ Location
    Cleveland, ohio
    Twitter
    @nimbuswebinc
    2,800 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    27 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

FUSEBASE – THE AI-POWERED WORKSPACE & AGENT PLATFORM FOR MODERN TEAMS FuseBase is the next-gen AI-powered workspace and agent platform designed to help growing companies automate work, unlock p

Users
  • CEO
Industries
  • Marketing and Advertising
  • Information Technology and Services
Market Segment
  • 82% Small-Business
  • 15% Mid-Market
FuseBase features and usability ratings that predict user satisfaction
9.4
Optimization
Average: 8.6
9.4
Resources
Average: 8.7
10.0
Content
Average: 8.9
9.4
Ease of Use
Average: 9.1
Oleg S.
OS
Sometimes I can get distracted and Nimbus Note helps me write down my ideas before I forget them. It's on all my devices: laptop, mobile, tablet. I... Read review
Reto R.
RR
The ease and efficiency to organize my whole life, my existence and my professional work and collaboration. To have my compelete archive on the... Read review
Seller Details
Seller
Nimbus Web Inc
Year Founded
2014
HQ Location
Cleveland, ohio
Twitter
@nimbuswebinc
2,800 Twitter followers
LinkedIn® Page
www.linkedin.com
27 employees on LinkedIn®
TaskRay
(162)4.3 out of 5
Optimized for quick response
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    TaskRay is your ultimate solution for streamlined project management and seamless customer onboarding—all within Salesforce. Empower your teams to create project plans, automate repetitive tasks, allo

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 49% Mid-Market
    • 46% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • TaskRay features and usability ratings that predict user satisfaction
    8.3
    Optimization
    Average: 8.6
    7.9
    Resources
    Average: 8.7
    7.1
    Content
    Average: 8.9
    8.3
    Ease of Use
    Average: 9.1
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Jaffe A.
    JA
    Great Salesforce integration (my users don't even know they are using a different product, Taskray is just another tab), very easy to use and... Read review
    Verified User in Information Technology and Services
    AI
    Because TaskRay is native to the Salesforce Platform we have been able to build an entire quality assurance system around it to not only manage... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    TaskRay
    Company Website
    Year Founded
    2010
    HQ Location
    Denver, CO
    Twitter
    @TaskRay
    402 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    53 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

TaskRay is your ultimate solution for streamlined project management and seamless customer onboarding—all within Salesforce. Empower your teams to create project plans, automate repetitive tasks, allo

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 49% Mid-Market
  • 46% Small-Business
TaskRay features and usability ratings that predict user satisfaction
8.3
Optimization
Average: 8.6
7.9
Resources
Average: 8.7
7.1
Content
Average: 8.9
8.3
Ease of Use
Average: 9.1
Jaffe A.
JA
Great Salesforce integration (my users don't even know they are using a different product, Taskray is just another tab), very easy to use and... Read review
Verified User in Information Technology and Services
AI
Because TaskRay is native to the Salesforce Platform we have been able to build an entire quality assurance system around it to not only manage... Read review
Seller Details
Seller
TaskRay
Company Website
Year Founded
2010
HQ Location
Denver, CO
Twitter
@TaskRay
402 Twitter followers
LinkedIn® Page
www.linkedin.com
53 employees on LinkedIn®
SmartTask
(65)4.4 out of 5
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    SmartTask is work management software for Service Firms to track and manage their processes. Some of the marquee clients includes companies like ABB, Adecco, M3M, Highrise, etc. With customizat

    Users
    No information available
    Industries
    • Marketing and Advertising
    • Computer Software
    Market Segment
    • 86% Small-Business
    • 11% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • SmartTask features and usability ratings that predict user satisfaction
    10.0
    Optimization
    Average: 8.6
    10.0
    Resources
    Average: 8.7
    10.0
    Content
    Average: 8.9
    9.2
    Ease of Use
    Average: 9.1
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Verified User in Marketing and Advertising
    AM
    SmartTask has been an excellent investment for my agency. It replaced Slack. It is user-friendly, white-labeled, the UI is clean, and it comes with... Read review
    Verified User in Marketing and Advertising
    AM
    Many options to design the tool to your needs (time tracking, chat, comments, boards...) No lag, it works very fast. A nice feature : copy paste... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    SmartTask
    Year Founded
    2017
    HQ Location
    Cincinnati, Ohio
    Twitter
    @SmartTask_io
    116 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    9 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

SmartTask is work management software for Service Firms to track and manage their processes. Some of the marquee clients includes companies like ABB, Adecco, M3M, Highrise, etc. With customizat

Users
No information available
Industries
  • Marketing and Advertising
  • Computer Software
Market Segment
  • 86% Small-Business
  • 11% Mid-Market
SmartTask features and usability ratings that predict user satisfaction
10.0
Optimization
Average: 8.6
10.0
Resources
Average: 8.7
10.0
Content
Average: 8.9
9.2
Ease of Use
Average: 9.1
Verified User in Marketing and Advertising
AM
SmartTask has been an excellent investment for my agency. It replaced Slack. It is user-friendly, white-labeled, the UI is clean, and it comes with... Read review
Verified User in Marketing and Advertising
AM
Many options to design the tool to your needs (time tracking, chat, comments, boards...) No lag, it works very fast. A nice feature : copy paste... Read review
Seller Details
Seller
SmartTask
Year Founded
2017
HQ Location
Cincinnati, Ohio
Twitter
@SmartTask_io
116 Twitter followers
LinkedIn® Page
www.linkedin.com
9 employees on LinkedIn®
ProteusEngage
(13)4.7 out of 5
Entry Level Price:Starting at $50.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    ProteusEngage helps B2B companies simplify complex, high-stakes customer journeys by uniting sales, onboarding, and customer success in one powerful workspace. With automated playbooks, real-time enga

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 69% Small-Business
    • 15% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • ProteusEngage features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
    8.9
    Ease of Use
    Average: 9.1
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Verified User in Food & Beverages
    UF
    Intuitive interface and easy to access information Read review
    Randall J.
    RJ
    The ability to record short videos, keep track of the progress with the relationships, share whats been done with additions to the workspace, and... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Proteus
    Year Founded
    1997
    HQ Location
    Lincoln, NE
    Twitter
    @proteus
    53 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    11 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

ProteusEngage helps B2B companies simplify complex, high-stakes customer journeys by uniting sales, onboarding, and customer success in one powerful workspace. With automated playbooks, real-time enga

Users
No information available
Industries
No information available
Market Segment
  • 69% Small-Business
  • 15% Mid-Market
ProteusEngage features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
8.9
Ease of Use
Average: 9.1
Verified User in Food & Beverages
UF
Intuitive interface and easy to access information Read review
Randall J.
RJ
The ability to record short videos, keep track of the progress with the relationships, share whats been done with additions to the workspace, and... Read review
Seller Details
Seller
Proteus
Year Founded
1997
HQ Location
Lincoln, NE
Twitter
@proteus
53 Twitter followers
LinkedIn® Page
www.linkedin.com
11 employees on LinkedIn®
FlowForma Process Automation
(100)4.5 out of 5
Optimized for quick response
Entry Level Price:Starting at €2,067.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    FlowForma is a type of process automation solution designed to help users digitize, automate, and optimize business processes across various complexities. This enterprise-grade platform leverages AI t

    Users
    No information available
    Industries
    • Construction
    • Information Technology and Services
    Market Segment
    • 64% Mid-Market
    • 26% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • FlowForma Process Automation features and usability ratings that predict user satisfaction
    10.0
    Optimization
    Average: 8.6
    10.0
    Resources
    Average: 8.7
    10.0
    Content
    Average: 8.9
    8.7
    Ease of Use
    Average: 9.1
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Verified User in Information Technology and Services
    AI
    The development of FlowForma has been something that's been needed for a while. The ability to take your paper forms and word/pdf documents and... Read review
    RD
    It improves the productivity of our business and is able to be used by multiple departments. It has the ability to tie together different business... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    FlowForma
    Company Website
    Year Founded
    2012
    HQ Location
    Dublin
    Twitter
    @FlowForma
    497 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    28 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

FlowForma is a type of process automation solution designed to help users digitize, automate, and optimize business processes across various complexities. This enterprise-grade platform leverages AI t

Users
No information available
Industries
  • Construction
  • Information Technology and Services
Market Segment
  • 64% Mid-Market
  • 26% Small-Business
FlowForma Process Automation features and usability ratings that predict user satisfaction
10.0
Optimization
Average: 8.6
10.0
Resources
Average: 8.7
10.0
Content
Average: 8.9
8.7
Ease of Use
Average: 9.1
Verified User in Information Technology and Services
AI
The development of FlowForma has been something that's been needed for a while. The ability to take your paper forms and word/pdf documents and... Read review
RD
It improves the productivity of our business and is able to be used by multiple departments. It has the ability to tie together different business... Read review
Seller Details
Seller
FlowForma
Company Website
Year Founded
2012
HQ Location
Dublin
Twitter
@FlowForma
497 Twitter followers
LinkedIn® Page
www.linkedin.com
28 employees on LinkedIn®
Stagebase
(12)4.5 out of 5
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Stagebase is an intuitive, purpose-built customer success engagement platform that helps customer success managers win at every stage, from onboarding and adoption to engagement and renewals. Unlike h

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 75% Small-Business
    • 17% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Stagebase features and usability ratings that predict user satisfaction
    7.5
    Optimization
    Average: 8.6
    7.5
    Resources
    Average: 8.7
    8.3
    Content
    Average: 8.9
    8.8
    Ease of Use
    Average: 9.1
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Hunter F.
    HF
    Stagebase creates a single point of truth for our client stakeholders, prevents miscommunications and keeps the entire team on the same page. Read review
    Verified User in Primary/Secondary Education
    UP
    Being able to create your own stages through a customer lifecycle! It is adaptive to the unique needs of our company. Great for using and training... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Stagebase
    Year Founded
    2019
    HQ Location
    Lehi, US
    Twitter
    @stagebase
    LinkedIn® Page
    www.linkedin.com
    6 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Stagebase is an intuitive, purpose-built customer success engagement platform that helps customer success managers win at every stage, from onboarding and adoption to engagement and renewals. Unlike h

Users
No information available
Industries
No information available
Market Segment
  • 75% Small-Business
  • 17% Mid-Market
Stagebase features and usability ratings that predict user satisfaction
7.5
Optimization
Average: 8.6
7.5
Resources
Average: 8.7
8.3
Content
Average: 8.9
8.8
Ease of Use
Average: 9.1
Hunter F.
HF
Stagebase creates a single point of truth for our client stakeholders, prevents miscommunications and keeps the entire team on the same page. Read review
Verified User in Primary/Secondary Education
UP
Being able to create your own stages through a customer lifecycle! It is adaptive to the unique needs of our company. Great for using and training... Read review
Seller Details
Seller
Stagebase
Year Founded
2019
HQ Location
Lehi, US
Twitter
@stagebase
LinkedIn® Page
www.linkedin.com
6 employees on LinkedIn®
Revver
(387)4.3 out of 5
Optimized for quick response
Entry Level Price:$25.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Revver (formerly eFileCabinet) is an AI-powered document management and workflow automation platform that helps organizations streamline, secure, and accelerate their document-centric work. Designe

    Users
    • Owner
    • President
    Industries
    • Accounting
    • Financial Services
    Market Segment
    • 70% Small-Business
    • 25% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Revver features and usability ratings that predict user satisfaction
    10.0
    Optimization
    Average: 8.6
    9.6
    Resources
    Average: 8.7
    7.1
    Content
    Average: 8.9
    8.7
    Ease of Use
    Average: 9.1
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Jennifer A. H.
    JH
    The set up process from sales through customer service has been excellent. They have always answered my requests timely even through the holidays.... Read review
    Verified User in Financial Services
    AF
    Program is very helpful and nice that it gives you options to upload Word, Excel and Outlook documents automatically to the program. Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Revver
    Company Website
    Year Founded
    2001
    HQ Location
    Lehi, UT
    Twitter
    @RevverDocs
    5,219 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    96 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Revver (formerly eFileCabinet) is an AI-powered document management and workflow automation platform that helps organizations streamline, secure, and accelerate their document-centric work. Designe

Users
  • Owner
  • President
Industries
  • Accounting
  • Financial Services
Market Segment
  • 70% Small-Business
  • 25% Mid-Market
Revver features and usability ratings that predict user satisfaction
10.0
Optimization
Average: 8.6
9.6
Resources
Average: 8.7
7.1
Content
Average: 8.9
8.7
Ease of Use
Average: 9.1
Jennifer A. H.
JH
The set up process from sales through customer service has been excellent. They have always answered my requests timely even through the holidays.... Read review
Verified User in Financial Services
AF
Program is very helpful and nice that it gives you options to upload Word, Excel and Outlook documents automatically to the program. Read review
Seller Details
Seller
Revver
Company Website
Year Founded
2001
HQ Location
Lehi, UT
Twitter
@RevverDocs
5,219 Twitter followers
LinkedIn® Page
www.linkedin.com
96 employees on LinkedIn®
Clustdoc
(13)3.7 out of 5
Entry Level Price:€100.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Clustdoc is a client onboarding automation software used by modern teams to orchestrate, run and manage repeated industry-specific onboarding processes with clients or stakeholders. Stop chasing dat

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 69% Small-Business
    • 23% Enterprise
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Clustdoc features and usability ratings that predict user satisfaction
    9.6
    Optimization
    Average: 8.6
    10.0
    Resources
    Average: 8.7
    9.6
    Content
    Average: 8.9
    8.7
    Ease of Use
    Average: 9.1
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Mohan Hundre S.
    MS
    Clust Provides High Availability, best for Load balance, Cloud Management Services, web hosting. Low Price Availability, better... Read review
    Marta J.
    MJ
    Clust quickly became our software resource for the incorporation of customers. We also had the opportunity to try it as part of our bidding... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Clust
    Year Founded
    2018
    HQ Location
    paris, ile-de france
    LinkedIn® Page
    fr.linkedin.com
    12 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Clustdoc is a client onboarding automation software used by modern teams to orchestrate, run and manage repeated industry-specific onboarding processes with clients or stakeholders. Stop chasing dat

Users
No information available
Industries
No information available
Market Segment
  • 69% Small-Business
  • 23% Enterprise
Clustdoc features and usability ratings that predict user satisfaction
9.6
Optimization
Average: 8.6
10.0
Resources
Average: 8.7
9.6
Content
Average: 8.9
8.7
Ease of Use
Average: 9.1
Mohan Hundre S.
MS
Clust Provides High Availability, best for Load balance, Cloud Management Services, web hosting. Low Price Availability, better... Read review
Marta J.
MJ
Clust quickly became our software resource for the incorporation of customers. We also had the opportunity to try it as part of our bidding... Read review
Seller Details
Seller
Clust
Year Founded
2018
HQ Location
paris, ile-de france
LinkedIn® Page
fr.linkedin.com
12 employees on LinkedIn®
Ascendr
(11)4.8 out of 5
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Ascendr is an AI-powered operations platform designed for modern service and SaaS businesses that need to deliver high-value work efficiently, without relying on spreadsheets, Slack threads, or discon

    Users
    No information available
    Industries
    • Computer Software
    Market Segment
    • 73% Small-Business
    • 18% 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.
    • Ascendr is a project management tool that integrates project planning and client communication, providing real-time visibility into projects.
    • Users frequently mention the seamless integration between project planning and client communication, the professional look of the branded portal, and the improvement in client satisfaction since implementation.
    • Reviewers experienced a steeper than expected learning curve initially, and expressed impatience for more automation and deeper integrations, despite acknowledging that these features are already in development.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Ascendr features and usability ratings that predict user satisfaction
    8.3
    Optimization
    Average: 8.6
    8.3
    Resources
    Average: 8.7
    9.4
    Content
    Average: 8.9
    9.0
    Ease of Use
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Ascendr
    Year Founded
    2015
    HQ Location
    London, England
    LinkedIn® Page
    www.linkedin.com
    3 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Ascendr is an AI-powered operations platform designed for modern service and SaaS businesses that need to deliver high-value work efficiently, without relying on spreadsheets, Slack threads, or discon

Users
No information available
Industries
  • Computer Software
Market Segment
  • 73% Small-Business
  • 18% 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.
  • Ascendr is a project management tool that integrates project planning and client communication, providing real-time visibility into projects.
  • Users frequently mention the seamless integration between project planning and client communication, the professional look of the branded portal, and the improvement in client satisfaction since implementation.
  • Reviewers experienced a steeper than expected learning curve initially, and expressed impatience for more automation and deeper integrations, despite acknowledging that these features are already in development.
Ascendr features and usability ratings that predict user satisfaction
8.3
Optimization
Average: 8.6
8.3
Resources
Average: 8.7
9.4
Content
Average: 8.9
9.0
Ease of Use
Average: 9.1
Seller Details
Seller
Ascendr
Year Founded
2015
HQ Location
London, England
LinkedIn® Page
www.linkedin.com
3 employees on LinkedIn®
UniFi
(13)4.9 out of 5
Entry Level Price:Starting at £9.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    UniFi is a powerful and innovative platform with limitless use cases for finance and all connected departments. You get an extensive range of features that can be combined for an unlimited number of

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 38% Small-Business
    • 31% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • UniFi features and usability ratings that predict user satisfaction
    7.5
    Optimization
    Average: 8.6
    8.3
    Resources
    Average: 8.7
    6.1
    Content
    Average: 8.9
    9.7
    Ease of Use
    Average: 9.1
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Luis U.
    LU
    The simplicity to manage in centralized way multiple network Ubiquiti devices such as Access point , switches and IP cameras. And the cost is free Read review
    Uma Mahesh M.
    UM
    UniFi is a book keeping service. It can be used for the month end reconciliation and financial reporting.The work load can be reduced using the... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    FinanSys Ltd
    Year Founded
    1998
    HQ Location
    London, City of London
    LinkedIn® Page
    www.linkedin.com
    1 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

UniFi is a powerful and innovative platform with limitless use cases for finance and all connected departments. You get an extensive range of features that can be combined for an unlimited number of

Users
No information available
Industries
No information available
Market Segment
  • 38% Small-Business
  • 31% Mid-Market
UniFi features and usability ratings that predict user satisfaction
7.5
Optimization
Average: 8.6
8.3
Resources
Average: 8.7
6.1
Content
Average: 8.9
9.7
Ease of Use
Average: 9.1
Luis U.
LU
The simplicity to manage in centralized way multiple network Ubiquiti devices such as Access point , switches and IP cameras. And the cost is free Read review
Uma Mahesh M.
UM
UniFi is a book keeping service. It can be used for the month end reconciliation and financial reporting.The work load can be reduced using the... Read review
Seller Details
Seller
FinanSys Ltd
Year Founded
1998
HQ Location
London, City of London
LinkedIn® Page
www.linkedin.com
1 employees on LinkedIn®
Valuecase
(25)4.9 out of 5
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Yesterday, sales was a chaos of endless email streams, lost attachments, action plan spreadsheets, and overwhelmed prospects going dark. ‍ Today, sales is done with Valuecase. So prospects can move f

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 56% Mid-Market
    • 40% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Valuecase features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
    9.4
    Ease of Use
    Average: 9.1
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • LK
    Value Case helps us a lot in our daily work. New spaces can be set up in seconds and the creation of templates is also very intuitive and quick.... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Valuecase
    Year Founded
    2021
    HQ Location
    Hamburg, DE
    LinkedIn® Page
    www.linkedin.com
    13 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Yesterday, sales was a chaos of endless email streams, lost attachments, action plan spreadsheets, and overwhelmed prospects going dark. ‍ Today, sales is done with Valuecase. So prospects can move f

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 56% Mid-Market
  • 40% Small-Business
Valuecase features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
9.4
Ease of Use
Average: 9.1
LK
Value Case helps us a lot in our daily work. New spaces can be set up in seconds and the creation of templates is also very intuitive and quick.... Read review
Seller Details
Seller
Valuecase
Year Founded
2021
HQ Location
Hamburg, DE
LinkedIn® Page
www.linkedin.com
13 employees on LinkedIn®