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Best Client Onboarding Software for Small Business - Page 2

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
Flowla
(117)5.0 out of 5
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    • Co-Founder
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 75% Small-Business
    • 17% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Flowla is a tool designed to build sales flows, centralize various types of content, and integrate with existing workflows.
    • Reviewers frequently mention the seamless integration capabilities, the intuitive UI/UX, and the ability to automate and standardize sales processes as standout features.
    • Users reported limitations in customization options and complexity in setting up specific action items, as well as a desire for more advanced features in certain areas.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Flowla 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
    17
    Productivity Improvement
    9
    Time-saving
    9
    Automation
    8
    Easy Integrations
    8
    Cons
    Lack of Customization
    2
    Customization Issues
    1
    Flexibility Issues
    1
    Improvement Needed
    1
    Initial Difficulties
    1
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Flowla features and usability ratings that predict user satisfaction
    9.7
    Optimization
    Average: 8.6
    9.7
    Resources
    Average: 8.6
    9.5
    Content
    Average: 8.8
    9.8
    Ease of Use
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Flowla
    Year Founded
    2022
    HQ Location
    London, GB
    Twitter
    @Flowlacom
    52 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    17 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • Co-Founder
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 75% Small-Business
  • 17% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Flowla is a tool designed to build sales flows, centralize various types of content, and integrate with existing workflows.
  • Reviewers frequently mention the seamless integration capabilities, the intuitive UI/UX, and the ability to automate and standardize sales processes as standout features.
  • Users reported limitations in customization options and complexity in setting up specific action items, as well as a desire for more advanced features in certain areas.
Flowla 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
17
Productivity Improvement
9
Time-saving
9
Automation
8
Easy Integrations
8
Cons
Lack of Customization
2
Customization Issues
1
Flexibility Issues
1
Improvement Needed
1
Initial Difficulties
1
View All Pros and Cons
Flowla features and usability ratings that predict user satisfaction
9.7
Optimization
Average: 8.6
9.7
Resources
Average: 8.6
9.5
Content
Average: 8.8
9.8
Ease of Use
Average: 9.1
Seller Details
Seller
Flowla
Year Founded
2022
HQ Location
London, GB
Twitter
@Flowlacom
52 Twitter followers
LinkedIn® Page
www.linkedin.com
17 employees on LinkedIn®
Moovila
(48)4.8 out of 5
Optimized for quick response
Save to My Lists
Entry Level Price:$11.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Moovila is a software company founded in 2016 based out of Mount Pleasant, SC. Perfect Project is one of the more popular products at Moovila. It's an AI-driven project management and automation platf

    Users
    • Project Manager
    Industries
    • Information Technology and Services
    Market Segment
    • 48% Small-Business
    • 44% 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.
    • Moovila is a project management system that provides insight into projects from a high level to task and activity status.
    • Reviewers appreciate the AI-driven risk detection that monitors dependencies and flags potential delays, the ability to create standardized templates, and the integration with other platforms like Connectwise.
    • Reviewers experienced an outdated user interface, a steep learning curve during onboarding, and some issues with the integration between Moovila and other platforms.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Moovila 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
    Project Management
    21
    Ease of Use
    16
    Project Tracking
    13
    Automation
    12
    Customer Support
    11
    Cons
    Limited Customization
    6
    Integration Issues
    5
    Learning Curve
    5
    Limited Features
    4
    Missing Features
    3
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Moovila features and usability ratings that predict user satisfaction
    9.3
    Optimization
    Average: 8.6
    9.2
    Resources
    Average: 8.6
    9.0
    Content
    Average: 8.8
    8.9
    Ease of Use
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Moovila
    Company Website
    HQ Location
    Mount Pleasant, South Carolina
    Twitter
    @Moovila_App
    778 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    32 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Moovila is a software company founded in 2016 based out of Mount Pleasant, SC. Perfect Project is one of the more popular products at Moovila. It's an AI-driven project management and automation platf

Users
  • Project Manager
Industries
  • Information Technology and Services
Market Segment
  • 48% Small-Business
  • 44% 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.
  • Moovila is a project management system that provides insight into projects from a high level to task and activity status.
  • Reviewers appreciate the AI-driven risk detection that monitors dependencies and flags potential delays, the ability to create standardized templates, and the integration with other platforms like Connectwise.
  • Reviewers experienced an outdated user interface, a steep learning curve during onboarding, and some issues with the integration between Moovila and other platforms.
Moovila 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
Project Management
21
Ease of Use
16
Project Tracking
13
Automation
12
Customer Support
11
Cons
Limited Customization
6
Integration Issues
5
Learning Curve
5
Limited Features
4
Missing Features
3
View All Pros and Cons
Moovila features and usability ratings that predict user satisfaction
9.3
Optimization
Average: 8.6
9.2
Resources
Average: 8.6
9.0
Content
Average: 8.8
8.9
Ease of Use
Average: 9.1
Seller Details
Seller
Moovila
Company Website
HQ Location
Mount Pleasant, South Carolina
Twitter
@Moovila_App
778 Twitter followers
LinkedIn® Page
www.linkedin.com
32 employees on LinkedIn®

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Userlane
(81)4.7 out of 5
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    No information available
    Industries
    • Computer Software
    • Automotive
    Market Segment
    • 40% Enterprise
    • 38% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Userlane features and usability ratings that predict user satisfaction
    8.8
    Optimization
    Average: 8.6
    9.6
    Resources
    Average: 8.6
    9.1
    Content
    Average: 8.8
    8.9
    Ease of Use
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Userlane
    Year Founded
    2016
    HQ Location
    Munich, Bavaria
    Twitter
    @UserlaneHQ
    7,396 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    60 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
No information available
Industries
  • Computer Software
  • Automotive
Market Segment
  • 40% Enterprise
  • 38% Mid-Market
Userlane features and usability ratings that predict user satisfaction
8.8
Optimization
Average: 8.6
9.6
Resources
Average: 8.6
9.1
Content
Average: 8.8
8.9
Ease of Use
Average: 9.1
Seller Details
Seller
Userlane
Year Founded
2016
HQ Location
Munich, Bavaria
Twitter
@UserlaneHQ
7,396 Twitter followers
LinkedIn® Page
www.linkedin.com
60 employees on LinkedIn®
LaunchBay
(20)4.8 out of 5
Optimized for quick response
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.

    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
    • 95% Small-Business
    • 5% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • LaunchBay 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
    Client Management
    3
    Customer Support
    3
    Management Efficiency
    3
    Ease of Use
    2
    Intuitive
    2
    Cons
    Cluttered Interface
    1
    Integration Issues
    1
    Limited Design Capabilities
    1
    Missing Features
    1
    Missing Functionality
    1
    View All Pros and Cons
  • 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: 8.6
    7.7
    Content
    Average: 8.8
    8.9
    Ease of Use
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    LaunchBay
    Company Website
    Year Founded
    2022
    HQ Location
    Boulder , US
    LinkedIn® Page
    www.linkedin.com
    11 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
  • 95% Small-Business
  • 5% Mid-Market
LaunchBay 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
Client Management
3
Customer Support
3
Management Efficiency
3
Ease of Use
2
Intuitive
2
Cons
Cluttered Interface
1
Integration Issues
1
Limited Design Capabilities
1
Missing Features
1
Missing Functionality
1
View All Pros and Cons
LaunchBay features and usability ratings that predict user satisfaction
7.1
Optimization
Average: 8.6
7.6
Resources
Average: 8.6
7.7
Content
Average: 8.8
8.9
Ease of Use
Average: 9.1
Seller Details
Seller
LaunchBay
Company Website
Year Founded
2022
HQ Location
Boulder , US
LinkedIn® Page
www.linkedin.com
11 employees on LinkedIn®
TaskRay
(160)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.

    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
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • TaskRay 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
    5
    Easy Integration
    5
    Integrations
    5
    Organization
    5
    Project Management
    5
    Cons
    Limitations
    4
    Inefficient Task Management
    3
    Complexity
    2
    Difficult Customization
    2
    Learning Curve
    2
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • TaskRay features and usability ratings that predict user satisfaction
    8.2
    Optimization
    Average: 8.6
    7.9
    Resources
    Average: 8.6
    7.1
    Content
    Average: 8.8
    8.4
    Ease of Use
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    TaskRay
    Company Website
    Year Founded
    2010
    HQ Location
    Denver, CO
    Twitter
    @TaskRay
    405 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.

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 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
5
Easy Integration
5
Integrations
5
Organization
5
Project Management
5
Cons
Limitations
4
Inefficient Task Management
3
Complexity
2
Difficult Customization
2
Learning Curve
2
View All Pros and Cons
TaskRay features and usability ratings that predict user satisfaction
8.2
Optimization
Average: 8.6
7.9
Resources
Average: 8.6
7.1
Content
Average: 8.8
8.4
Ease of Use
Average: 9.1
Seller Details
Seller
TaskRay
Company Website
Year Founded
2010
HQ Location
Denver, CO
Twitter
@TaskRay
405 Twitter followers
LinkedIn® Page
www.linkedin.com
54 employees on LinkedIn®
Arrows
(48)4.8 out of 5
Save to My Lists
Free trial available
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 81% Small-Business
    • 19% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Arrows features and usability ratings that predict user satisfaction
    9.7
    Optimization
    Average: 8.6
    9.6
    Resources
    Average: 8.6
    9.5
    Content
    Average: 8.8
    9.4
    Ease of Use
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Arrows
    Year Founded
    2018
    HQ Location
    Los Angeles, CA
    Twitter
    @ArrowsHQ
    104 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    23 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 81% Small-Business
  • 19% Mid-Market
Arrows features and usability ratings that predict user satisfaction
9.7
Optimization
Average: 8.6
9.6
Resources
Average: 8.6
9.5
Content
Average: 8.8
9.4
Ease of Use
Average: 9.1
Seller Details
Seller
Arrows
Year Founded
2018
HQ Location
Los Angeles, CA
Twitter
@ArrowsHQ
104 Twitter followers
LinkedIn® Page
www.linkedin.com
23 employees on LinkedIn®
ClientSuccess
(422)4.4 out of 5
View top Consulting Services for ClientSuccess
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.

    ClientSuccess is revolutionizing the way SaaS companies manage, retain, and grow their existing customer base. We deliver a holistic, personal approach to managing success throughout the customer life

    Users
    • Customer Success Manager
    • Director of Customer Success
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 55% Mid-Market
    • 42% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • ClientSuccess 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
    Customer Support
    3
    Client Management
    2
    Customer Tracking
    2
    Ease of Use
    2
    Easy Setup
    2
    Cons
    Field Limitations
    2
    Limited Customization
    2
    Limited Features
    2
    Limited Survey Features
    1
    Missing Features
    1
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • ClientSuccess features and usability ratings that predict user satisfaction
    8.2
    Optimization
    Average: 8.6
    8.2
    Resources
    Average: 8.6
    8.3
    Content
    Average: 8.8
    8.9
    Ease of Use
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    ClientSuccess
    Year Founded
    2014
    HQ Location
    American Fork, UT
    Twitter
    @clientsuccess
    2,167 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    38 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

ClientSuccess is revolutionizing the way SaaS companies manage, retain, and grow their existing customer base. We deliver a holistic, personal approach to managing success throughout the customer life

Users
  • Customer Success Manager
  • Director of Customer Success
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 55% Mid-Market
  • 42% Small-Business
ClientSuccess 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
Customer Support
3
Client Management
2
Customer Tracking
2
Ease of Use
2
Easy Setup
2
Cons
Field Limitations
2
Limited Customization
2
Limited Features
2
Limited Survey Features
1
Missing Features
1
View All Pros and Cons
ClientSuccess features and usability ratings that predict user satisfaction
8.2
Optimization
Average: 8.6
8.2
Resources
Average: 8.6
8.3
Content
Average: 8.8
8.9
Ease of Use
Average: 9.1
Seller Details
Seller
ClientSuccess
Year Founded
2014
HQ Location
American Fork, UT
Twitter
@clientsuccess
2,167 Twitter followers
LinkedIn® Page
www.linkedin.com
38 employees on LinkedIn®
FuseBase
(106)4.7 out of 5
10th 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.

    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
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • FuseBase 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
    29
    Organization
    20
    Team Collaboration
    20
    Centralization
    18
    Client Management
    17
    Cons
    Learning Curve
    4
    Software Bugs
    4
    Integration Issues
    3
    Missing Features
    3
    Performance Issues
    3
    View All Pros and Cons
  • 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: 8.6
    10.0
    Content
    Average: 8.8
    9.4
    Ease of Use
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Nimbus Web Inc
    Year Founded
    2014
    HQ Location
    Cleveland, ohio
    Twitter
    @nimbuswebinc
    2,807 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 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
29
Organization
20
Team Collaboration
20
Centralization
18
Client Management
17
Cons
Learning Curve
4
Software Bugs
4
Integration Issues
3
Missing Features
3
Performance Issues
3
View All Pros and Cons
FuseBase features and usability ratings that predict user satisfaction
9.4
Optimization
Average: 8.6
9.4
Resources
Average: 8.6
10.0
Content
Average: 8.8
9.4
Ease of Use
Average: 9.1
Seller Details
Seller
Nimbus Web Inc
Year Founded
2014
HQ Location
Cleveland, ohio
Twitter
@nimbuswebinc
2,807 Twitter followers
LinkedIn® Page
www.linkedin.com
27 employees on LinkedIn®
EverAfter
(162)4.6 out of 5
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

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

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

Users
  • Customer Success Manager
  • CSM
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 62% Mid-Market
  • 24% Small-Business
EverAfter Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
63
Customer Support
36
Customization
31
Intuitive
28
Customizability
26
Cons
Missing Features
16
Complexity
10
Integration Issues
9
Missing Functionality
8
Learning Curve
7
View All Pros and Cons
EverAfter features and usability ratings that predict user satisfaction
8.3
Optimization
Average: 8.6
8.0
Resources
Average: 8.6
8.7
Content
Average: 8.8
8.7
Ease of Use
Average: 9.1
Seller Details
Seller
EverAfter
Company Website
HQ Location
Tel Aviv, IL
LinkedIn® Page
www.linkedin.com
30 employees on LinkedIn®
Onboard
(41)5.0 out of 5
2nd Easiest To Use in Client Onboarding software
Save to My Lists
Entry Level Price:$25.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 68% Small-Business
    • 15% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Onboard 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
    3
    Progress Tracking
    3
    Setup Ease
    3
    Intuitive
    2
    Visibility
    2
    Cons
    Inefficient Task Management
    2
    Dashboard Issues
    1
    Limited Reporting
    1
    Manual Maintenance
    1
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Onboard features and usability ratings that predict user satisfaction
    9.4
    Optimization
    Average: 8.6
    10.0
    Resources
    Average: 8.6
    9.5
    Content
    Average: 8.8
    10.0
    Ease of Use
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Onboard Software, Inc
    Company Website
    Year Founded
    2020
    HQ Location
    Miami
    Twitter
    @onboardio
    167 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    8 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 68% Small-Business
  • 15% Mid-Market
Onboard 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
3
Progress Tracking
3
Setup Ease
3
Intuitive
2
Visibility
2
Cons
Inefficient Task Management
2
Dashboard Issues
1
Limited Reporting
1
Manual Maintenance
1
View All Pros and Cons
Onboard features and usability ratings that predict user satisfaction
9.4
Optimization
Average: 8.6
10.0
Resources
Average: 8.6
9.5
Content
Average: 8.8
10.0
Ease of Use
Average: 9.1
Seller Details
Seller
Onboard Software, Inc
Company Website
Year Founded
2020
HQ Location
Miami
Twitter
@onboardio
167 Twitter followers
LinkedIn® Page
www.linkedin.com
8 employees on LinkedIn®
CogniSaaS
(126)4.0 out of 5
Save to My Lists
Free trial available
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

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

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

Users
No information available
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 65% Mid-Market
  • 22% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • CogniSaaS is a platform designed to manage and track customer onboarding processes, enabling teams to collaborate across different departments.
  • Reviewers appreciate the ability to manage daily tasks on a single platform, monitor work progress department-wise, and reduce manual efforts, making operations more streamlined.
  • Reviewers experienced slow response times, inconsistent task status updates, lack of reliability, slow performance, and frequent glitches, which affected their efficiency and productivity.
CogniSaaS Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Task Management
8
Progress Tracking
5
Ease of Use
4
Efficiency
4
Task Tracking
4
Cons
Slow Performance
15
Slow Loading
14
Data Inaccuracy
5
Glitches
5
Performance Issues
5
View All Pros and Cons
CogniSaaS features and usability ratings that predict user satisfaction
6.9
Optimization
Average: 8.6
6.8
Resources
Average: 8.6
6.8
Content
Average: 8.8
7.6
Ease of Use
Average: 9.1
Seller Details
Seller
CogniSaaS
Year Founded
2020
HQ Location
Bangalore, IN
Twitter
@cognisaas
245 Twitter followers
LinkedIn® Page
www.linkedin.com
4 employees on LinkedIn®
SmartTask
(65)4.4 out of 5
Save to My Lists
  • 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
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • SmartTask 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
    User-Friendly
    2
    Affordable
    1
    Customer Support
    1
    Intuitive
    1
    Task Management
    1
    Cons
    App Functionality
    1
    Incompetence/Untrustworthiness
    1
    Limited Features
    1
    Poor Management
    1
    View All Pros and Cons
  • 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: 8.6
    10.0
    Content
    Average: 8.8
    9.2
    Ease of Use
    Average: 9.1
  • 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
    10 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 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
User-Friendly
2
Affordable
1
Customer Support
1
Intuitive
1
Task Management
1
Cons
App Functionality
1
Incompetence/Untrustworthiness
1
Limited Features
1
Poor Management
1
View All Pros and Cons
SmartTask features and usability ratings that predict user satisfaction
10.0
Optimization
Average: 8.6
10.0
Resources
Average: 8.6
10.0
Content
Average: 8.8
9.2
Ease of Use
Average: 9.1
Seller Details
Seller
SmartTask
Year Founded
2017
HQ Location
Cincinnati, Ohio
Twitter
@SmartTask_io
116 Twitter followers
LinkedIn® Page
www.linkedin.com
10 employees on LinkedIn®
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