# Top Tools for Automating New Client Workflows

<p class="elv-tracking-normal elv-text-default elv-font-figtree elv-text-base elv-leading-base elv-font-normal" elv="true">We’re looking for <strong>client onboarding platforms</strong> that help automate new client workflows—tools that streamline everything from kickoff to go-live by combining task automation, collaboration, and progress visibility. Ideally, the right platform should make it easier to:</p><ul>
<li>Automate repetitive onboarding steps</li>
<li>Keep clients and internal teams aligned through shared workspaces</li>
<li>Track milestones and progress in real time</li>
<li>Integrate seamlessly with CRM and project management systems</li>
</ul><p class="elv-tracking-normal elv-text-default elv-font-figtree elv-text-base elv-leading-base elv-font-normal" elv="true">Here are a few top-rated platforms we’ve been researching on G2:</p><p class="elv-tracking-normal elv-text-default elv-font-figtree elv-text-base elv-leading-base elv-font-normal" elv="true"><a class="a a--md" elv="true" href="https://www.g2.com/products/rocketlane-corp/reviews"><strong>Rocketlane</strong></a> – Built specifically for onboarding and implementation, Rocketlane automates recurring workflows with templates, task dependencies, and timeline updates. Its collaborative workspace ensures every client and team member stays in sync throughout onboarding.</p><p class="elv-tracking-normal elv-text-default elv-font-figtree elv-text-base elv-leading-base elv-font-normal" elv="true"><a class="a a--md" elv="true" href="https://www.g2.com/products/guidecx/reviews"><strong>GUIDEcx</strong></a> – A client-facing onboarding automation platform that helps standardize processes. With automated reminders, task assignments, and progress tracking, GUIDEcx reduces delays and keeps onboarding timelines predictable.</p><p class="elv-tracking-normal elv-text-default elv-font-figtree elv-text-base elv-leading-base elv-font-normal" elv="true"><a class="a a--md" elv="true" href="https://www.g2.com/products/churnzero/reviews"><strong>ChurnZero</strong></a> – Connects onboarding automation with customer success data. ChurnZero triggers workflows based on customer milestones, usage behavior, and health scores—ideal for turning new client onboarding into a proactive retention process.</p><p class="elv-tracking-normal elv-text-default elv-font-figtree elv-text-base elv-leading-base elv-font-normal" elv="true"><a class="a a--md" elv="true" href="https://www.g2.com/products/planhat/reviews"><strong>Planhat</strong></a> – Combines workflow automation with customer analytics. Planhat helps teams set automated onboarding sequences, assign responsibilities, and tie onboarding milestones directly to value realization metrics.</p><p class="elv-tracking-normal elv-text-default elv-font-figtree elv-text-base elv-leading-base elv-font-normal" elv="true"><a class="a a--md" elv="true" href="https://www.g2.com/products/totango/reviews"><strong>Totango</strong></a> – Uses modular “success blocks” that automate onboarding workflows across different customer segments. It supports triggers and playbooks that keep clients moving smoothly through setup and adoption phases.</p><p class="elv-tracking-normal elv-text-default elv-font-figtree elv-text-base elv-leading-base elv-font-normal" elv="true">These platforms give customer success and implementation teams the automation backbone they need to reduce manual handoffs, shorten onboarding cycles, and deliver a consistent client experience.</p><p class="elv-tracking-normal elv-text-default elv-font-figtree elv-text-base elv-leading-base elv-font-normal" elv="true">Would love to hear your thoughts — which tools have you used to automate your onboarding workflows, and what kind of efficiency gains have you seen?</p><p class="elv-tracking-normal elv-text-default elv-font-figtree elv-text-base elv-leading-base elv-font-normal" elv="true"></p>

##### Post Metadata
- Posted at: 7 months ago
- Net upvotes: 1


## Comments
### Comment 1

&lt;p&gt;For those managing multiple client onboarding projects, which platform gave you the most seamless automation between internal tasks and customer-facing workflows?&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;

##### Comment Metadata
- Posted at: 7 months ago





## Related discussions
- [How well does Trello scale into a larger team?](https://www.g2.com/discussions/1-how-well-does-trello-scale-into-a-larger-team)
  - Posted at: almost 13 years ago
  - Comments: 6
- [Can we please add a new section](https://www.g2.com/discussions/2-can-we-please-add-a-new-section)
  - Posted at: almost 13 years ago
  - Comments: 0
- [Quantifiable benefits from implementing your CRM](https://www.g2.com/discussions/quantifiable-benefits-from-implementing-your-crm)
  - Posted at: almost 13 years ago
  - Comments: 4