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Best Client Onboarding Software for Small Business

Subhransu Sahu
SS
Researched and written by Subhransu Sahu

Products classified in the overall Client Onboarding category are similar in many regards and help companies of all sizes solve their business problems. However, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small 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 Small Business Client Onboarding category.

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

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

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27 Listings in Small Business Client Onboarding Available

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    G2 Score
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
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Moxo Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    76
    Customer Support
    68
    Team Collaboration
    39
    Helpful
    35
    Communication
    30
    Cons
    Missing Features
    39
    Limited Features
    28
    Lacking Features
    22
    Limited Customization
    22
    Integration Issues
    14
    View All Pros and Cons
  • 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: 8.7
    9.1
    Content
    Average: 8.8
    8.9
    Ease of Use
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Moxo
    Company Website
    Year Founded
    2012
    HQ Location
    Cupertino, CA
    Twitter
    @PoweredByMoxo
    10,574 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 Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
76
Customer Support
68
Team Collaboration
39
Helpful
35
Communication
30
Cons
Missing Features
39
Limited Features
28
Lacking Features
22
Limited Customization
22
Integration Issues
14
View All Pros and Cons
Moxo features and usability ratings that predict user satisfaction
8.4
Optimization
Average: 8.6
8.8
Resources
Average: 8.7
9.1
Content
Average: 8.8
8.9
Ease of Use
Average: 9.1
Seller Details
Seller
Moxo
Company Website
Year Founded
2012
HQ Location
Cupertino, CA
Twitter
@PoweredByMoxo
10,574 Twitter followers
LinkedIn® Page
www.linkedin.com
235 employees on LinkedIn®
Planhat
(882)4.5 out of 5
Optimized for quick response
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    • Customer Success Manager
    • Head of Customer Success
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 59% Mid-Market
    • 32% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Planhat Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    238
    Customer Support
    165
    Helpful
    114
    Customization
    113
    Automation Efficiency
    107
    Cons
    Learning Curve
    114
    Complexity
    79
    Steep Learning Curve
    64
    Integration Issues
    61
    Missing Features
    59
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Planhat features and usability ratings that predict user satisfaction
    7.9
    Optimization
    Average: 8.6
    7.7
    Resources
    Average: 8.7
    8.0
    Content
    Average: 8.8
    8.3
    Ease of Use
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Planhat
    Company Website
    Year Founded
    2015
    HQ Location
    Stockholm, Stockholm County
    Twitter
    @Planhat
    1,053 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    220 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • Customer Success Manager
  • Head of Customer Success
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 59% Mid-Market
  • 32% Small-Business
Planhat Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
238
Customer Support
165
Helpful
114
Customization
113
Automation Efficiency
107
Cons
Learning Curve
114
Complexity
79
Steep Learning Curve
64
Integration Issues
61
Missing Features
59
View All Pros and Cons
Planhat features and usability ratings that predict user satisfaction
7.9
Optimization
Average: 8.6
7.7
Resources
Average: 8.7
8.0
Content
Average: 8.8
8.3
Ease of Use
Average: 9.1
Seller Details
Seller
Planhat
Company Website
Year Founded
2015
HQ Location
Stockholm, Stockholm County
Twitter
@Planhat
1,053 Twitter followers
LinkedIn® Page
www.linkedin.com
220 employees on LinkedIn®
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Assembly
(294)4.8 out of 5
5th 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
    • CEO
    • Founder
    Industries
    • Marketing and Advertising
    • Accounting
    Market Segment
    • 91% 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.
    • Assembly is a client management platform that centralizes communication, file sharing, invoicing, and task management.
    • Reviewers appreciate Assembly's user-friendly interface, customizable client portals, and its ability to streamline and centralize various processes, enhancing communication and organization within teams.
    • Users reported issues with Assembly's setup process, lack of mobile app, limited task automation capabilities, and problems with the payment collection system, particularly for international billing.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Assembly Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    136
    Customer Support
    74
    Easy Setup
    71
    Features
    68
    Intuitive
    68
    Cons
    Missing Features
    89
    Limited Features
    58
    Limited Customization
    42
    Lacking Features
    40
    Integration Issues
    30
    View All Pros and Cons
  • 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: 8.7
    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
    52,958 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    40 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
  • CEO
  • Founder
Industries
  • Marketing and Advertising
  • Accounting
Market Segment
  • 91% 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.
  • Assembly is a client management platform that centralizes communication, file sharing, invoicing, and task management.
  • Reviewers appreciate Assembly's user-friendly interface, customizable client portals, and its ability to streamline and centralize various processes, enhancing communication and organization within teams.
  • Users reported issues with Assembly's setup process, lack of mobile app, limited task automation capabilities, and problems with the payment collection system, particularly for international billing.
Assembly Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
136
Customer Support
74
Easy Setup
71
Features
68
Intuitive
68
Cons
Missing Features
89
Limited Features
58
Limited Customization
42
Lacking Features
40
Integration Issues
30
View All Pros and Cons
Assembly features and usability ratings that predict user satisfaction
7.5
Optimization
Average: 8.6
6.5
Resources
Average: 8.7
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
52,958 Twitter followers
LinkedIn® Page
www.linkedin.com
40 employees on LinkedIn®
Dock
(436)4.7 out of 5
6th 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
    • 34% 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 collaborative tool used for internal enablement, sales, and customer onboarding, providing a centralized platform for document sharing, tracking information access, and creating personalized workspaces.
    • Reviewers like Dock's ease of use, its ability to streamline processes by centralizing resources, and its integration with other platforms like Salesforce and HubSpot, which enhances user experience and efficiency.
    • Reviewers noted some issues with Dock, including occasional slow performance, lack of certain features or integrations, and challenges with navigation or setup, which can affect its overall usability and effectiveness.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Dock Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    270
    Setup Ease
    120
    Helpful
    113
    Easy Setup
    109
    Centralization
    105
    Cons
    Limited Customization
    50
    Missing Features
    41
    Missing Functionality
    38
    Integration Issues
    35
    Learning Curve
    35
    View All Pros and Cons
  • 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: 8.7
    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
    587 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    25 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
  • 34% 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 collaborative tool used for internal enablement, sales, and customer onboarding, providing a centralized platform for document sharing, tracking information access, and creating personalized workspaces.
  • Reviewers like Dock's ease of use, its ability to streamline processes by centralizing resources, and its integration with other platforms like Salesforce and HubSpot, which enhances user experience and efficiency.
  • Reviewers noted some issues with Dock, including occasional slow performance, lack of certain features or integrations, and challenges with navigation or setup, which can affect its overall usability and effectiveness.
Dock Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
270
Setup Ease
120
Helpful
113
Easy Setup
109
Centralization
105
Cons
Limited Customization
50
Missing Features
41
Missing Functionality
38
Integration Issues
35
Learning Curve
35
View All Pros and Cons
Dock features and usability ratings that predict user satisfaction
8.1
Optimization
Average: 8.6
8.4
Resources
Average: 8.7
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
587 Twitter followers
LinkedIn® Page
www.linkedin.com
25 employees on LinkedIn®
ChurnZero
(1,563)4.7 out of 5
Optimized for quick response
4th Easiest To Use in Client Onboarding software
View top Consulting Services for ChurnZero
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    ChurnZero is the AI platform and partner for customer growth. Customer teams use ChurnZero to drive revenue and retention, work more efficiently, and deliver the best possible customer experience.

    Users
    • Customer Success Manager
    • Director of Customer Success
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 62% Mid-Market
    • 27% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • ChurnZero Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    150
    Helpful
    104
    Customer Support
    97
    Automation
    94
    Efficiency
    87
    Cons
    Learning Curve
    55
    Complexity
    41
    Not Intuitive
    41
    Missing Features
    39
    Steep Learning Curve
    32
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • ChurnZero features and usability ratings that predict user satisfaction
    8.7
    Optimization
    Average: 8.6
    8.6
    Resources
    Average: 8.7
    8.5
    Content
    Average: 8.8
    8.5
    Ease of Use
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    ChurnZero
    Company Website
    Year Founded
    2015
    HQ Location
    Washington, District of Columbia
    Twitter
    @churnzero
    1,836 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    136 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

ChurnZero is the AI platform and partner for customer growth. Customer teams use ChurnZero to drive revenue and retention, work more efficiently, and deliver the best possible customer experience.

Users
  • Customer Success Manager
  • Director of Customer Success
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 62% Mid-Market
  • 27% Small-Business
ChurnZero Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
150
Helpful
104
Customer Support
97
Automation
94
Efficiency
87
Cons
Learning Curve
55
Complexity
41
Not Intuitive
41
Missing Features
39
Steep Learning Curve
32
View All Pros and Cons
ChurnZero features and usability ratings that predict user satisfaction
8.7
Optimization
Average: 8.6
8.6
Resources
Average: 8.7
8.5
Content
Average: 8.8
8.5
Ease of Use
Average: 9.1
Seller Details
Seller
ChurnZero
Company Website
Year Founded
2015
HQ Location
Washington, District of Columbia
Twitter
@churnzero
1,836 Twitter followers
LinkedIn® Page
www.linkedin.com
136 employees on LinkedIn®
Process Street
(459)4.6 out of 5
Optimized for quick response
11th Easiest To Use in Client Onboarding software
Save to My Lists
Free trial available
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Process Street is a Compliance Operations Platform that helps teams run their most critical processes the right way, every time. Powered by AI agents, it ensures that policies are enforced, tasks are

    Users
    • CEO
    • Owner
    Industries
    • Real Estate
    • Information Technology and Services
    Market Segment
    • 70% Small-Business
    • 24% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Process Street Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    81
    Efficiency
    45
    Task Management
    41
    Process Efficiency
    40
    Workflow Management
    32
    Cons
    Learning Curve
    23
    Learning Difficulty
    21
    Limited Customization
    16
    Missing Features
    14
    Complexity
    13
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Process Street features and usability ratings that predict user satisfaction
    8.6
    Optimization
    Average: 8.6
    8.3
    Resources
    Average: 8.7
    8.7
    Content
    Average: 8.8
    8.8
    Ease of Use
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Process Street
    Company Website
    Year Founded
    2014
    HQ Location
    San Francisco, US
    Twitter
    @processstreet
    2,791 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    54 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Process Street is a Compliance Operations Platform that helps teams run their most critical processes the right way, every time. Powered by AI agents, it ensures that policies are enforced, tasks are

Users
  • CEO
  • Owner
Industries
  • Real Estate
  • Information Technology and Services
Market Segment
  • 70% Small-Business
  • 24% Mid-Market
Process Street Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
81
Efficiency
45
Task Management
41
Process Efficiency
40
Workflow Management
32
Cons
Learning Curve
23
Learning Difficulty
21
Limited Customization
16
Missing Features
14
Complexity
13
View All Pros and Cons
Process Street features and usability ratings that predict user satisfaction
8.6
Optimization
Average: 8.6
8.3
Resources
Average: 8.7
8.7
Content
Average: 8.8
8.8
Ease of Use
Average: 9.1
Seller Details
Seller
Process Street
Company Website
Year Founded
2014
HQ Location
San Francisco, US
Twitter
@processstreet
2,791 Twitter followers
LinkedIn® Page
www.linkedin.com
54 employees on LinkedIn®
Vitally
(685)4.5 out of 5
Optimized for quick response
8th 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
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Vitally Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    106
    Customization
    47
    Integrations
    47
    Intuitive
    44
    Customizability
    36
    Cons
    Complexity
    36
    Not Intuitive
    25
    Integration Issues
    21
    Missing Functionality
    21
    Steep Learning Curve
    17
    View All Pros and Cons
  • 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: 8.7
    8.2
    Content
    Average: 8.8
    8.4
    Ease of Use
    Average: 9.1
  • 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
    125 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 Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
106
Customization
47
Integrations
47
Intuitive
44
Customizability
36
Cons
Complexity
36
Not Intuitive
25
Integration Issues
21
Missing Functionality
21
Steep Learning Curve
17
View All Pros and Cons
Vitally features and usability ratings that predict user satisfaction
8.2
Optimization
Average: 8.6
8.2
Resources
Average: 8.7
8.2
Content
Average: 8.8
8.4
Ease of Use
Average: 9.1
Seller Details
Seller
Vitally
Company Website
Year Founded
2017
HQ Location
New York
Twitter
@vitally_io
481 Twitter followers
LinkedIn® Page
www.linkedin.com
125 employees on LinkedIn®
Leadsie
(29)4.9 out of 5
1st Easiest To Use in Client Onboarding software
Save to My Lists
Entry Level Price:$49.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Leadsie is an onboarding tool for marketing agencies to get access to their client’s ad, social media, analytics and website accounts in minutes. With a single, secure link, your clients can grant acc

    Users
    No information available
    Industries
    • Marketing and Advertising
    Market Segment
    • 79% Small-Business
    • 21% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Leadsie Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    12
    Efficiency
    7
    Time-Saving
    6
    Customer Support
    5
    Easy Setup
    3
    Cons
    Expensive
    2
    Complexity
    1
    Difficult Navigation
    1
    Limited Options
    1
    Missing Features
    1
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Leadsie features and usability ratings that predict user satisfaction
    8.3
    Optimization
    Average: 8.6
    7.3
    Resources
    Average: 8.7
    8.6
    Content
    Average: 8.8
    9.5
    Ease of Use
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Leadsie
    Year Founded
    2021
    HQ Location
    London, GB
    LinkedIn® Page
    www.linkedin.com
    8 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Leadsie is an onboarding tool for marketing agencies to get access to their client’s ad, social media, analytics and website accounts in minutes. With a single, secure link, your clients can grant acc

Users
No information available
Industries
  • Marketing and Advertising
Market Segment
  • 79% Small-Business
  • 21% Mid-Market
Leadsie Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
12
Efficiency
7
Time-Saving
6
Customer Support
5
Easy Setup
3
Cons
Expensive
2
Complexity
1
Difficult Navigation
1
Limited Options
1
Missing Features
1
View All Pros and Cons
Leadsie features and usability ratings that predict user satisfaction
8.3
Optimization
Average: 8.6
7.3
Resources
Average: 8.7
8.6
Content
Average: 8.8
9.5
Ease of Use
Average: 9.1
Seller Details
Seller
Leadsie
Year Founded
2021
HQ Location
London, GB
LinkedIn® Page
www.linkedin.com
8 employees on LinkedIn®
Custify
(476)4.7 out of 5
15th 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.

    Custify is the customer success platform designed to help SaaS businesses reduce churn, boost customer lifetime value, and deliver world-class customer experiences. With an intuitive interface and pow

    Users
    • Customer Success Manager
    • Senior Customer Success Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 62% Small-Business
    • 33% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Custify Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    120
    Customer Support
    80
    Intuitive
    51
    Automation
    47
    Integrations
    45
    Cons
    Missing Features
    28
    Email Functionality
    20
    Limited Customization
    19
    Not Intuitive
    17
    Learning Curve
    16
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Custify features and usability ratings that predict user satisfaction
    8.3
    Optimization
    Average: 8.6
    7.7
    Resources
    Average: 8.7
    8.0
    Content
    Average: 8.8
    9.1
    Ease of Use
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Custify
    Year Founded
    2017
    HQ Location
    Bucharest, Romania
    Twitter
    @CustifySRL
    634 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    44 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Custify is the customer success platform designed to help SaaS businesses reduce churn, boost customer lifetime value, and deliver world-class customer experiences. With an intuitive interface and pow

Users
  • Customer Success Manager
  • Senior Customer Success Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 62% Small-Business
  • 33% Mid-Market
Custify Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
120
Customer Support
80
Intuitive
51
Automation
47
Integrations
45
Cons
Missing Features
28
Email Functionality
20
Limited Customization
19
Not Intuitive
17
Learning Curve
16
View All Pros and Cons
Custify features and usability ratings that predict user satisfaction
8.3
Optimization
Average: 8.6
7.7
Resources
Average: 8.7
8.0
Content
Average: 8.8
9.1
Ease of Use
Average: 9.1
Seller Details
Seller
Custify
Year Founded
2017
HQ Location
Bucharest, Romania
Twitter
@CustifySRL
634 Twitter followers
LinkedIn® Page
www.linkedin.com
44 employees on LinkedIn®
GUIDEcx
(460)4.6 out of 5
9th Easiest To Use in Client Onboarding software
Save to My Lists
Entry Level Price:Starting at $4,700.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    • Project Manager
    • Implementation Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 52% Mid-Market
    • 39% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • GUIDEcx Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    18
    Customer Support
    16
    Project Management
    13
    Ease of Learning
    12
    Automation
    11
    Cons
    Missing Features
    5
    Learning Curve
    4
    Complexity
    3
    Slow Loading
    3
    Bugs
    2
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • GUIDEcx features and usability ratings that predict user satisfaction
    8.2
    Optimization
    Average: 8.6
    8.4
    Resources
    Average: 8.7
    8.6
    Content
    Average: 8.8
    8.9
    Ease of Use
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    GuideCX
    Year Founded
    2017
    HQ Location
    Lehi, Utah
    Twitter
    @guidecx
    176 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    52 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • Project Manager
  • Implementation Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 52% Mid-Market
  • 39% Small-Business
GUIDEcx Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
18
Customer Support
16
Project Management
13
Ease of Learning
12
Automation
11
Cons
Missing Features
5
Learning Curve
4
Complexity
3
Slow Loading
3
Bugs
2
View All Pros and Cons
GUIDEcx features and usability ratings that predict user satisfaction
8.2
Optimization
Average: 8.6
8.4
Resources
Average: 8.7
8.6
Content
Average: 8.8
8.9
Ease of Use
Average: 9.1
Seller Details
Seller
GuideCX
Year Founded
2017
HQ Location
Lehi, Utah
Twitter
@guidecx
176 Twitter followers
LinkedIn® Page
www.linkedin.com
52 employees on LinkedIn®
Totango
(1,146)4.3 out of 5
Optimized for quick response
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Totango is a Customer Growth platform for driving customer value and revenue at scale, combining scalable customer management, predictive revenue intelligence, and a strategic, value-based post-sales

    Users
    • Customer Success Manager
    • CSM
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 57% Mid-Market
    • 22% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Totango Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    204
    Helpful
    100
    Customer Support
    99
    Customization
    98
    Efficiency
    94
    Cons
    Learning Curve
    86
    Integration Issues
    68
    Missing Features
    59
    Steep Learning Curve
    51
    Limited Customization
    49
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Totango features and usability ratings that predict user satisfaction
    8.0
    Optimization
    Average: 8.6
    8.3
    Resources
    Average: 8.7
    8.0
    Content
    Average: 8.8
    8.2
    Ease of Use
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Totango
    Company Website
    Year Founded
    2010
    HQ Location
    New York, NY
    LinkedIn® Page
    www.linkedin.com
    157 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Totango is a Customer Growth platform for driving customer value and revenue at scale, combining scalable customer management, predictive revenue intelligence, and a strategic, value-based post-sales

Users
  • Customer Success Manager
  • CSM
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 57% Mid-Market
  • 22% Small-Business
Totango Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
204
Helpful
100
Customer Support
99
Customization
98
Efficiency
94
Cons
Learning Curve
86
Integration Issues
68
Missing Features
59
Steep Learning Curve
51
Limited Customization
49
View All Pros and Cons
Totango features and usability ratings that predict user satisfaction
8.0
Optimization
Average: 8.6
8.3
Resources
Average: 8.7
8.0
Content
Average: 8.8
8.2
Ease of Use
Average: 9.1
Seller Details
Seller
Totango
Company Website
Year Founded
2010
HQ Location
New York, NY
LinkedIn® Page
www.linkedin.com
157 employees on LinkedIn®
Rocketlane
(790)4.7 out of 5
Optimized for quick response
7th Easiest To Use in Client Onboarding software
Save to My Lists
Free trial available
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Rocketlane is the world’s first Agentic Professional Services Automation (PSA) platform, built to transform how professional services teams deliver value in the AI-first era. While traditional PSAs fo

    Users
    • Customer Success Manager
    • Software Engineer
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 55% Mid-Market
    • 29% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Rocketlane is a project management tool that centralizes tasks, timelines, and task ownership for improved organization and alignment with teams and clients.
    • Reviewers appreciate Rocketlane's user-friendly interface, swift performance, and the ability to streamline tasks, automate manual work, and improve collaboration with its real-time features and AI-driven updates.
    • Users reported issues with Rocketlane's load times, occasional app malfunctions, and a learning curve with unclear workflows and limited mobile functionality.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Rocketlane Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    115
    Project Management
    84
    Project Tracking
    68
    Task Management
    61
    Intuitive
    57
    Cons
    Missing Features
    43
    Slow Loading
    27
    Slow Performance
    27
    Limited Customization
    20
    Task Management
    20
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Rocketlane features and usability ratings that predict user satisfaction
    8.9
    Optimization
    Average: 8.6
    9.0
    Resources
    Average: 8.7
    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
    226 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Rocketlane is the world’s first Agentic Professional Services Automation (PSA) platform, built to transform how professional services teams deliver value in the AI-first era. While traditional PSAs fo

Users
  • Customer Success Manager
  • Software Engineer
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 55% Mid-Market
  • 29% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Rocketlane is a project management tool that centralizes tasks, timelines, and task ownership for improved organization and alignment with teams and clients.
  • Reviewers appreciate Rocketlane's user-friendly interface, swift performance, and the ability to streamline tasks, automate manual work, and improve collaboration with its real-time features and AI-driven updates.
  • Users reported issues with Rocketlane's load times, occasional app malfunctions, and a learning curve with unclear workflows and limited mobile functionality.
Rocketlane Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
115
Project Management
84
Project Tracking
68
Task Management
61
Intuitive
57
Cons
Missing Features
43
Slow Loading
27
Slow Performance
27
Limited Customization
20
Task Management
20
View All Pros and Cons
Rocketlane features and usability ratings that predict user satisfaction
8.9
Optimization
Average: 8.6
9.0
Resources
Average: 8.7
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
226 employees on LinkedIn®
Along
(60)4.9 out of 5
12th 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
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Along Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    15
    Deal Closure
    12
    Efficiency
    11
    Time-saving
    11
    Customer Support
    10
    Cons
    Missing Features
    4
    Difficult Customization
    2
    Flexibility Issues
    2
    Limited Automation
    2
    Limited Features
    2
    View All Pros and Cons
  • 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: 8.7
    9.6
    Content
    Average: 8.8
    9.7
    Ease of Use
    Average: 9.1
  • 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 Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
15
Deal Closure
12
Efficiency
11
Time-saving
11
Customer Support
10
Cons
Missing Features
4
Difficult Customization
2
Flexibility Issues
2
Limited Automation
2
Limited Features
2
View All Pros and Cons
Along features and usability ratings that predict user satisfaction
9.2
Optimization
Average: 8.6
9.2
Resources
Average: 8.7
9.6
Content
Average: 8.8
9.7
Ease of Use
Average: 9.1
Seller Details
Seller
Along
Year Founded
2022
HQ Location
Berlin, DE
LinkedIn® Page
www.linkedin.com
16 employees on LinkedIn®
OnRamp
(164)4.4 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.

    OnRamp is an intelligent customer onboarding and engagement solution designed to help businesses streamline their customer success processes. By automating the onboarding project kick-off directly fro

    Users
    • Customer Success Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 53% Small-Business
    • 43% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • OnRamp Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    40
    Customer Support
    24
    Efficiency
    21
    Task Management
    19
    Team Collaboration
    19
    Cons
    Missing Features
    18
    Learning Curve
    14
    Missing Functionality
    13
    Limited Customization
    11
    Integration Issues
    8
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • OnRamp features and usability ratings that predict user satisfaction
    8.2
    Optimization
    Average: 8.6
    8.2
    Resources
    Average: 8.7
    8.6
    Content
    Average: 8.8
    8.7
    Ease of Use
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    OnRamp Technology, Inc.
    Year Founded
    2019
    HQ Location
    Boston, US
    Twitter
    @LetsOnRamp
    50 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    56 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

OnRamp is an intelligent customer onboarding and engagement solution designed to help businesses streamline their customer success processes. By automating the onboarding project kick-off directly fro

Users
  • Customer Success Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 53% Small-Business
  • 43% Mid-Market
OnRamp Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
40
Customer Support
24
Efficiency
21
Task Management
19
Team Collaboration
19
Cons
Missing Features
18
Learning Curve
14
Missing Functionality
13
Limited Customization
11
Integration Issues
8
View All Pros and Cons
OnRamp features and usability ratings that predict user satisfaction
8.2
Optimization
Average: 8.6
8.2
Resources
Average: 8.7
8.6
Content
Average: 8.8
8.7
Ease of Use
Average: 9.1
Seller Details
Seller
OnRamp Technology, Inc.
Year Founded
2019
HQ Location
Boston, US
Twitter
@LetsOnRamp
50 Twitter followers
LinkedIn® Page
www.linkedin.com
56 employees on LinkedIn®
Content Snare
(54)4.7 out of 5
14th 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.

    Content Snare is the simple way to onboard clients, collect documents and get answers without the endless back and forth. Intuitive and dead-simple to use, it's your single source of truth when gathe

    Users
    No information available
    Industries
    • Accounting
    • Marketing and Advertising
    Market Segment
    • 89% Small-Business
    • 11% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Content Snare Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    7
    Customer Support
    5
    Efficiency
    5
    Client Management
    4
    Customization
    4
    Cons
    Email Functionality
    2
    Expensive
    2
    Bugs
    1
    Data Saving Issues
    1
    Email Integration
    1
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Content Snare features and usability ratings that predict user satisfaction
    6.9
    Optimization
    Average: 8.6
    7.6
    Resources
    Average: 8.7
    8.8
    Content
    Average: 8.8
    9.3
    Ease of Use
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Content Snare
    Year Founded
    2016
    HQ Location
    Brisbane, Queensland
    Twitter
    @contentsnare
    908 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.

Content Snare is the simple way to onboard clients, collect documents and get answers without the endless back and forth. Intuitive and dead-simple to use, it's your single source of truth when gathe

Users
No information available
Industries
  • Accounting
  • Marketing and Advertising
Market Segment
  • 89% Small-Business
  • 11% Mid-Market
Content Snare Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
7
Customer Support
5
Efficiency
5
Client Management
4
Customization
4
Cons
Email Functionality
2
Expensive
2
Bugs
1
Data Saving Issues
1
Email Integration
1
View All Pros and Cons
Content Snare features and usability ratings that predict user satisfaction
6.9
Optimization
Average: 8.6
7.6
Resources
Average: 8.7
8.8
Content
Average: 8.8
9.3
Ease of Use
Average: 9.1
Seller Details
Seller
Content Snare
Year Founded
2016
HQ Location
Brisbane, Queensland
Twitter
@contentsnare
908 Twitter followers
LinkedIn® Page
www.linkedin.com
7 employees on LinkedIn®
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