If you are considering Baton, you may also want to investigate similar alternatives or competitors to find the best solution. Client Onboarding Software is a widely used technology, and many people are seeking simple, top rated software solutions with customer ideation, release forecasting, and task prioritization. Other important factors to consider when researching alternatives to Baton include tasks and integration. The best overall Baton alternative is GUIDEcx. Other similar apps like Baton are Rocketlane, monday Work Management, Smartsheet, and Asana. Baton alternatives can be found in Client Onboarding Software but may also be in Professional Services Automation Software or Project Management Software.
GuideCX facilitates a seamless transition between your sales and implementation staff. Our product simplifies complex implementation, on-boarding, and sales processes by keeping the customer, internal staff, and 3rd parties on the same page. This is done by an intuitive interface that communicates progress to all parties in a meaningful and thoughtful way.
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 focus on recording work, Rocketlane accelerates it through a connected system that unifies the entire front and back office. The platform brings together project delivery, resource management, time tracking, billing, and financial operations alongside collaboration capabilities such as Spaces, real-time chat, a modern client portal, Sheets for structured data, and a powerful Custom Apps framework that lets teams model any workflow inside Rocketlane. Everything lives in a single ecosystem, eliminating tool sprawl and fragmented data that slows down services teams. What makes Rocketlane truly different is its agentic architecture: a network of intelligent AI agents that execute real delivery tasks, automate setup, manage workflows, detect risks, enforce governance, and continuously learn from patterns across the organization. These agents don’t just make teams more efficient; they fundamentally reshape operations by moving organizations from manual coordination to autonomous delivery. This shift unlocks faster go-lives, better utilization, proactive issue detection, consistent delivery quality, and a level of operational resilience that was previously impossible. Over 650 companies, including Retool, Coursera, Postman, Intercom, Glean, AuditBoard, Vercel, Sprinklr, Worldpay, Grafana, OpenGov, and Outreach trust Rocketlane to run their mission-critical delivery processes. Customers across SaaS, services, and consulting use Rocketlane to shorten onboarding timelines, reduce escalations, improve forecasting accuracy, and accelerate moving from booked to consumed revenue. Founded in 2020, headquartered in the US, and operating globally with teams across India and the UK, Rocketlane is backed by leading investors, including Nexus Venture Partners and 8VC. The company’s rapid growth reflects strong market confidence in its category-defining vision for Agentic PSA.
monday.com is a software company that gives anyone the power to build and improve how their organization runs.
Asana is a leading work management platform for human + AI coordination. Over 170,000 customers like Accenture, Amazon, Anthropic, Morningstar, and Suzuki rely on Asana to align teams and accelerate organizational impact. Whether it's managing strategic initiatives, cross-functional programs, or company-wide goals, Asana helps organizations bring clarity to complexity—turning plans into action with AI working alongside teams every step of the way.
Wrike is the most versatile and secure collaborative work management platform. It is easy to use yet powerful and flexible enough to meet the unique business needs companies of all sizes and industries. Create a smooth, user-friendly workflow that links strategy to execution daily in a down-to-earth and accessible way. Additionally, Wrike is a truly global solution with full best in class support in 15+ languages across 130+ countries.
Kantata makes people-powered businesses more successful and productive. Our purpose-built software is helping over ,500 professional services organizations in more than 100 countries focus and optimize their most important asset: their people. By leveraging Kantata's Professional Services Automation (PSA) soltuion, professionals gain access to the information and tools they need to win more business, ensure the right people are always available at the right time, and delight clients with exceptional project delivery and outcomes.
ClickUp is one app to replace them all. It's the future of work. More than just task management - ClickUp offers docs, reminders, goals, calendars, and even an inbox. Fully customizable, ClickUp works for every type of team, so all teams can use the same app to plan, organize, and collaborate.
ChurnZero's real-time SaaS platform helps subscription businesses fight customer churn.
Jira is an issue and project tracker for teams building great software. Track bugs and tasks, link issues to related code, agile planning, and monitor activity.