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

9.2

Overall Usability Score

9.2

Usability Score Breakdown

Ease of Admin

Average: 9.1

9.6

Ease of Use

Average: 9.0

9.4

Meets Requirements

Average: 9.0

9.4

Customer Segment Breakdown

Small Business

81%

Mid Market

19%

Enablix

9.1

Overall Usability Score

9.1

Usability Score Breakdown

Ease of Admin

Average: 9.1

9.8

Ease of Use

Average: 9.0

9.0

Meets Requirements

Average: 9.0

9.3

Customer Segment Breakdown

Small Business

14%

Mid Market

69%

Enterprise

16%

Onboard

9.0

Overall Usability Score

9.0

Usability Score Breakdown

Ease of Admin

Average: 9.1

10.0

Ease of Use

Average: 9.0

10.0

Meets Requirements

Average: 9.0

10.0

Customer Segment Breakdown

Small Business

81%

Mid Market

19%

ChurnZero

9.0

Overall Usability Score

9.0

Usability Score Breakdown

Ease of Admin

Average: 9.1

8.9

Ease of Use

Average: 9.0

8.8

Meets Requirements

Average: 9.0

9.0

Customer Segment Breakdown

Small Business

28%

Mid Market

63%

Enterprise

Assembly

8.9

Overall Usability Score

8.9

Usability Score Breakdown

Ease of Admin

Average: 9.1

9.2

Ease of Use

Average: 9.0

9.2

Meets Requirements

Average: 9.0

8.7

Customer Segment Breakdown

Small Business

97%

Mid Market

Enterprise

Dock

8.8

Overall Usability Score

8.8

Usability Score Breakdown

Ease of Admin

Average: 9.1

8.7

Ease of Use

Average: 9.0

8.7

Meets Requirements

Average: 9.0

8.9

Customer Segment Breakdown

Small Business

47%

Mid Market

50%

Enterprise

Rocketlane

8.8

Overall Usability Score

8.8

Usability Score Breakdown

Ease of Admin

Average: 9.1

8.7

Ease of Use

Average: 9.0

8.8

Meets Requirements

Average: 9.0

8.5

Customer Segment Breakdown

Small Business

29%

Mid Market

57%

Enterprise

14%

FuseBase

8.7

Overall Usability Score

8.7

Usability Score Breakdown

Ease of Admin

Average: 9.1

9.1

Ease of Use

Average: 9.0

9.6

Meets Requirements

Average: 9.0

9.9

Customer Segment Breakdown

Small Business

84%

Mid Market

15%

Enterprise

OnRamp

8.6

Overall Usability Score

8.6

Usability Score Breakdown

Ease of Admin

Average: 9.1

8.7

Ease of Use

Average: 9.0

8.3

Meets Requirements

Average: 9.0

8.4

Customer Segment Breakdown

Small Business

48%

Mid Market

47%

Enterprise

#10

Vitally

8.6

Overall Usability Score

8.6

Usability Score Breakdown

Ease of Admin

Average: 9.1

9.2

Ease of Use

Average: 9.0

8.5

Meets Requirements

Average: 9.0

8.8

Customer Segment Breakdown

Small Business

41%

Mid Market

55%

Enterprise

#11

LaunchBay

8.6

Overall Usability Score

8.6

Usability Score Breakdown

Ease of Admin

Average: 9.1

9.0

Ease of Use

Average: 9.0

8.8

Meets Requirements

Average: 9.0

8.9

Customer Segment Breakdown

Small Business

98%

Mid Market

#12

Process Street

8.6

Overall Usability Score

8.6

Usability Score Breakdown

Ease of Admin

Average: 9.1

8.8

Ease of Use

Average: 9.0

8.8

Meets Requirements

Average: 9.0

9.0

Customer Segment Breakdown

Small Business

70%

Mid Market

24%

Enterprise

#13

GUIDEcx

8.6

Overall Usability Score

8.6

Usability Score Breakdown

Ease of Admin

Average: 9.1

8.9

Ease of Use

Average: 9.0

9.0

Meets Requirements

Average: 9.0

9.1

Customer Segment Breakdown

Small Business

40%

Mid Market

52%

Enterprise

#14

Along

8.5

Overall Usability Score

8.5

Usability Score Breakdown

Ease of Admin

Average: 9.1

9.8

Ease of Use

Average: 9.0

9.5

Meets Requirements

Average: 9.0

9.1

Customer Segment Breakdown

Small Business

78%

Mid Market

22%

#15

Moxo

8.5

Overall Usability Score

8.5

Usability Score Breakdown

Ease of Admin

Average: 9.1

9.0

Ease of Use

Average: 9.0

9.0

Meets Requirements

Average: 9.0

8.6

Customer Segment Breakdown

Small Business

81%

Mid Market

18%

Enterprise

#16

Custify

8.5

Overall Usability Score

8.5

Usability Score Breakdown

Ease of Admin

Average: 9.1

8.7

Ease of Use

Average: 9.0

8.9

Meets Requirements

Average: 9.0

8.6

Customer Segment Breakdown

Small Business

64%

Mid Market

33%

Enterprise

#17

Content Snare

8.5

Overall Usability Score

8.5

Usability Score Breakdown

Ease of Admin

Average: 9.1

9.8

Ease of Use

Average: 9.0

9.8

Meets Requirements

Average: 9.0

8.6

Customer Segment Breakdown

Small Business

89%

Mid Market

11%

#18

Revver

8.4

Overall Usability Score

8.4

Usability Score Breakdown

Ease of Admin

Average: 9.1

8.9

Ease of Use

Average: 9.0

9.6

Meets Requirements

Average: 9.0

9.9

Customer Segment Breakdown

Small Business

68%

Mid Market

24%

Enterprise

#19

Planhat

8.3

Overall Usability Score

8.3

Usability Score Breakdown

Ease of Admin

Average: 9.1

7.9

Ease of Use

Average: 9.0

7.8

Meets Requirements

Average: 9.0

8.7

Customer Segment Breakdown

Small Business

33%

Mid Market

61%

Enterprise

#20

EverAfter

8.3

Overall Usability Score

8.3

Usability Score Breakdown

Ease of Admin

Average: 9.1

8.5

Ease of Use

Average: 9.0

8.7

Meets Requirements

Average: 9.0

8.5

Customer Segment Breakdown

Small Business

24%

Mid Market

63%

Enterprise

13%