# Best Client Onboarding Software for Medium-Sized Businesses - Page 2

*By [Subhransu Sahu](https://research.g2.com/insights/author/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, medium-sized business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Medium-Sized 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 Medium-Sized Business Client Onboarding category.

In addition to qualifying for inclusion in the Client Onboarding Software category, to qualify for inclusion in the Medium-Sized Business Client Onboarding Software category, a product must have at least 10 reviews left by a reviewer from a medium-sized business.





## Top Client Onboarding Software at a Glance
| # | Product | Rating | Best For | What Users Say |
|---|---------|--------|----------|----------------|
| 1 | [Planhat](https://www.g2.com/products/planhat/reviews) | 4.5/5.0 (935 reviews) | Automated customer onboarding workflows with health-scored lifecycle execution | "[Powering Our AI-Driven Customer Success Transformation](https://www.g2.com/survey_responses/planhat-review-10542084)" |
| 2 | [ChurnZero](https://www.g2.com/products/churnzero/reviews) | 4.7/5.0 (1,591 reviews) | Journey-automated customer onboarding with health-scored handoffs | "[Great tool to support our growing CS team](https://www.g2.com/survey_responses/churnzero-review-12781849)" |
| 3 | [Rocketlane](https://www.g2.com/products/rocketlane-corp/reviews) | 4.7/5.0 (833 reviews) | Customer-facing implementation delivery with Salesforce-triggered projects | "[The definitive "Nerve Center" for our project delivery and resource orchestration.](https://www.g2.com/survey_responses/rocketlane-review-12802223)" |
| 4 | [Dock](https://www.g2.com/products/dock/reviews) | 4.6/5.0 (452 reviews) | Centralized client onboarding with engagement tracking | "[Customizable Templates and Easy Client Onboarding—No Account Needed](https://www.g2.com/survey_responses/dock-review-12938077)" |
| 5 | [Moxo](https://www.g2.com/products/moxo-g2/reviews) | 4.5/5.0 (192 reviews) | Automated client onboarding flows with branded portals | "[Productivity enhancer and time saver!](https://www.g2.com/survey_responses/moxo-review-11687484)" |
| 6 | [Assembly](https://www.g2.com/products/assemblysoftware/reviews) | 4.7/5.0 (320 reviews) | Branded client portal with consolidated onboarding workflows | "[Quick, Seamless Onboarding with Time-Saving Rules, Billing, and Client Communication](https://www.g2.com/survey_responses/assembly-review-13086271)" |
| 7 | [Process Street](https://www.g2.com/products/process-street/reviews) | 4.6/5.0 (451 reviews) | Conditional, repeatable client onboarding workflows | "[Getting Work Done Right Through Structured, Automated Workflows](https://www.g2.com/survey_responses/process-street-review-12386923)" |
| 8 | [Vitally](https://www.g2.com/products/vitally/reviews) | 4.5/5.0 (695 reviews) | Automated client onboarding with health-scored playbooks | "[Solid Tool with Room for Improvement](https://www.g2.com/survey_responses/vitally-review-12770363)" |
| 9 | [GUIDEcx](https://www.g2.com/products/guidecx/reviews) | 4.6/5.0 (459 reviews) | Customer-facing onboarding workflows with stakeholder accountability | "[Unified Onboarding Experience](https://www.g2.com/survey_responses/guidecx-review-10682997)" |
| 10 | [Totango](https://www.g2.com/products/totango/reviews) | 4.3/5.0 (1,140 reviews) | Automated customer onboarding journeys with health scoring | "[Risk evaluation and health scoring](https://www.g2.com/survey_responses/totango-review-9508942)" |


## G2 Grid® for Client Onboarding Software
![G2 Grid® for Client Onboarding Software plotting products by satisfaction and market presence](https://www.g2.com/categories/client-onboarding/grids.png?focus%5B%5D=24829&focus%5B%5D=24723&focus%5B%5D=152187&focus%5B%5D=161058&focus%5B%5D=56379&focus%5B%5D=70836&focus%5B%5D=4469&focus%5B%5D=151082)
Highlighted products: Planhat, ChurnZero, Rocketlane, Dock, GUIDEcx, Vitally, Totango, and OnRamp.
Underlying data: [Grid® JSON](https://www.g2.com/categories/client-onboarding/grids.json?focus%5B%5D=planhat&focus%5B%5D=churnzero&focus%5B%5D=rocketlane-corp&focus%5B%5D=dock&focus%5B%5D=guidecx&focus%5B%5D=vitally&focus%5B%5D=totango&focus%5B%5D=onramp-technology&segment=mid-market)


## How Many Client Onboarding Software Products Does G2 Track?
**Total Products under this Category:** 80

### Category Stats (Jul 2026)
- **Average Rating**: 4.62/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product**: UniFi (+1.49%) - Among all products in this category, UniFi recorded the largest rating increase compared to last month
*Last updated: July 17, 2026*


## How Does G2 Rank Client Onboarding Software Products?

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

- 30 Analysts and Data Experts
- 11,200+ Authentic Reviews
- 80+ Products
- Unbiased Rankings

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



---

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[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=gdm_share&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=2645&secure%5Bmedium%5D=sponsored&secure%5Bprioritized%5D=true&secure%5Bproduct_id%5D=152187&secure%5Bresource_id%5D=2645&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fclient-onboarding%2Fmid-market%3Fpage%3D2&secure%5Btoken%5D=142127c8a0e4a829dcbb2d4bb67d3cdf224debb0e8378491ca8329ec469a32d8&secure%5Burl%5D=https%3A%2F%2Fwww.capterra.com%2Fppc%2Fclicks%2Fcollect%2FCA%2Fdirectory%2F3bd0bf13-e1fe-49e8-b1b3-02a049b891ee%2Fdestination%3FaffiliateDomain%3Dwww.g2.com%26specificLocation%3Dorganic-g2%26categoryId%3Da2d73cd6-4aaf-413b-943e-cf8159663032%26listingPosition%3D1%26sessionStartPage%3DaHR0cHM6Ly93d3cuZzIuY29tL2NhdGVnb3JpZXMvY2xpZW50LW9uYm9hcmRpbmcvbWlkLW1hcmtldD9wYWdlPTI%26ts%3D1784326739593%26s%3DC043A32D8D122B1A675D03E73C0A0BB21B1F40B89E5D5C72EFF6C14ABA52041B&secure%5Burl_type%5D=custom_url)

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## What Is Client Onboarding Software?

[Customer Service Software](https://www.g2.com/categories/customer-service)

## What Software Categories Are Similar to Client Onboarding Software?

- [Project Management Software](https://www.g2.com/categories/project-management)
- [Workflow Management Software](https://www.g2.com/categories/workflow-management)
- [Client Portal Software](https://www.g2.com/categories/client-portal)