The Top 20 Easiest To Use Client Onboarding Software

See the top Client Onboarding Software products based on usability ratings. A product’s usability score is calculated by a proprietary algorithm that factors in real user satisfaction ratings of how easy the product is to administer, as well as how well the product meets business requirements, among other ratings. Compare products according to their usability scores to streamline the buying process and quickly identify the best products based on real user experiences.

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Usability Score

Compare

Leadsie

9.1

Overall Usability Score

9.1

Usability Score Breakdown

Ease of Admin

Average: 9.1

9.9

Ease of Use

Average: 9.1

9.7

Meets Requirements

Average: 9.1

9.7

Customer Segment Breakdown

Small Business

75%

Mid Market

25%

Onboard

9.0

Overall Usability Score

9.0

Usability Score Breakdown

Ease of Admin

Average: 9.1

10.0

Ease of Use

Average: 9.1

10.0

Meets Requirements

Average: 9.1

9.9

Customer Segment Breakdown

Small Business

82%

Mid Market

18%

Enablix

9.0

Overall Usability Score

9.0

Usability Score Breakdown

Ease of Admin

Average: 9.1

9.5

Ease of Use

Average: 9.1

9.0

Meets Requirements

Average: 9.1

9.3

Customer Segment Breakdown

Small Business

15%

Mid Market

70%

Enterprise

16%

ChurnZero

8.9

Overall Usability Score

8.9

Usability Score Breakdown

Ease of Admin

Average: 9.1

8.8

Ease of Use

Average: 9.1

8.6

Meets Requirements

Average: 9.1

9.0

Customer Segment Breakdown

Small Business

28%

Mid Market

63%

Enterprise

GUIDEcx

8.9

Overall Usability Score

8.9

Usability Score Breakdown

Ease of Admin

Average: 9.1

8.9

Ease of Use

Average: 9.1

8.9

Meets Requirements

Average: 9.1

9.0

Customer Segment Breakdown

Small Business

40%

Mid Market

52%

Enterprise

Dock

8.9

Overall Usability Score

8.9

Usability Score Breakdown

Ease of Admin

Average: 9.1

8.7

Ease of Use

Average: 9.1

8.7

Meets Requirements

Average: 9.1

8.8

Customer Segment Breakdown

Small Business

48%

Mid Market

49%

Enterprise

Vitally

8.9

Overall Usability Score

8.9

Usability Score Breakdown

Ease of Admin

Average: 9.1

9.1

Ease of Use

Average: 9.1

8.4

Meets Requirements

Average: 9.1

8.7

Customer Segment Breakdown

Small Business

41%

Mid Market

55%

Enterprise

Rocketlane

8.9

Overall Usability Score

8.9

Usability Score Breakdown

Ease of Admin

Average: 9.1

8.8

Ease of Use

Average: 9.1

8.9

Meets Requirements

Average: 9.1

8.5

Customer Segment Breakdown

Small Business

30%

Mid Market

56%

Enterprise

14%

Assembly

8.8

Overall Usability Score

8.8

Usability Score Breakdown

Ease of Admin

Average: 9.1

9.2

Ease of Use

Average: 9.1

9.2

Meets Requirements

Average: 9.1

8.7

Customer Segment Breakdown

Small Business

96%

Mid Market

Enterprise

#10

FuseBase

8.7

Overall Usability Score

8.7

Usability Score Breakdown

Ease of Admin

Average: 9.1

9.1

Ease of Use

Average: 9.1

9.6

Meets Requirements

Average: 9.1

9.9

Customer Segment Breakdown

Small Business

84%

Mid Market

15%

Enterprise

#11

Along

8.7

Overall Usability Score

8.7

Usability Score Breakdown

Ease of Admin

Average: 9.1

9.8

Ease of Use

Average: 9.1

9.6

Meets Requirements

Average: 9.1

9.1

Customer Segment Breakdown

Small Business

78%

Mid Market

22%

#12

Process Street

8.7

Overall Usability Score

8.7

Usability Score Breakdown

Ease of Admin

Average: 9.1

8.8

Ease of Use

Average: 9.1

8.7

Meets Requirements

Average: 9.1

9.0

Customer Segment Breakdown

Small Business

70%

Mid Market

24%

Enterprise

#13

Moxo

8.7

Overall Usability Score

8.7

Usability Score Breakdown

Ease of Admin

Average: 9.1

9.0

Ease of Use

Average: 9.1

9.0

Meets Requirements

Average: 9.1

8.6

Customer Segment Breakdown

Small Business

81%

Mid Market

18%

Enterprise

#14

Content Snare

8.6

Overall Usability Score

8.6

Usability Score Breakdown

Ease of Admin

Average: 9.1

9.8

Ease of Use

Average: 9.1

9.7

Meets Requirements

Average: 9.1

8.8

Customer Segment Breakdown

Small Business

89%

Mid Market

11%

#15

Custify

8.6

Overall Usability Score

8.6

Usability Score Breakdown

Ease of Admin

Average: 9.1

8.9

Ease of Use

Average: 9.1

9.0

Meets Requirements

Average: 9.1

8.7

Customer Segment Breakdown

Small Business

63%

Mid Market

34%

Enterprise

#16

Revver

8.5

Overall Usability Score

8.5

Usability Score Breakdown

Ease of Admin

Average: 9.1

9.2

Ease of Use

Average: 9.1

9.6

Meets Requirements

Average: 9.1

9.9

Customer Segment Breakdown

Small Business

69%

Mid Market

24%

Enterprise

#17

EverAfter

8.4

Overall Usability Score

8.4

Usability Score Breakdown

Ease of Admin

Average: 9.1

8.5

Ease of Use

Average: 9.1

8.7

Meets Requirements

Average: 9.1

8.6

Customer Segment Breakdown

Small Business

25%

Mid Market

63%

Enterprise

12%

#18

ClientSuccess

8.4

Overall Usability Score

8.4

Usability Score Breakdown

Ease of Admin

Average: 9.1

8.5

Ease of Use

Average: 9.1

9.6

Meets Requirements

Average: 9.1

9.2

Customer Segment Breakdown

Small Business

42%

Mid Market

56%

Enterprise

#19

Planhat

8.4

Overall Usability Score

8.4

Usability Score Breakdown

Ease of Admin

Average: 9.1

8.0

Ease of Use

Average: 9.1

7.9

Meets Requirements

Average: 9.1

8.7

Customer Segment Breakdown

Small Business

33%

Mid Market

61%

Enterprise

#20

Arrows

8.3

Overall Usability Score

8.3

Usability Score Breakdown

Ease of Admin

Average: 9.1

8.9

Ease of Use

Average: 9.1

9.8

Meets Requirements

Average: 9.1

9.0

Customer Segment Breakdown

Small Business

81%

Mid Market

19%