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Client Onboarding
Page 3

Client Onboarding Software with Activity Dashboard (2026) - Page 3

Last updated: March 2026

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Features

Activity Dashboard

API(51)

Third-Party Integrations(54)

Activity Tracking(55)

Alerts/Notifications(55)

Integrated with

Gmail(14)

HubSpot CRM(23)

Slack(18)

Zapier(20)

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Free(20)

Open Source(0)

Free Trial(37)

One Time License(1)

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Mac(24)

iPad(15)

Android(19)

Linux(17)

Web-based(68)

iPhone(18)

Windows(24)

Organization types

Small Business(67)

Non Profit(17)

Large Enterprises(52)

Public Administrations(12)

Freelancers(26)

Mid Size Business(56)

User rating

All Reviews

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68 software options

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Sponsored

ProcessKit

5.0

(2)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Streamline client onboarding & service delivery

ProcessKit is an agency process and client management software that helps businesses streamline their client onboarding and service delivery. It allows users to create standardized operating procedures, automate repeatable tasks, and manage client information in one centralized platform. ProcessKit's features include progress tracking, task delegation, and process automation to help agencies deliver client work at scale.

Read more about ProcessKit

Users also considered

Jola HR

5.0

(2)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Experience Better

Jola HR offers a state-of-the-art online employee onboarding solution designed to enhance efficiency for businesses. Simplify the onboarding process with our user-friendly online forms, customisable workflows, and additional features.

Read more about Jola HR

Users also considered

Dock

5.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Cloud-based collaborative workspace for buyers and customers

Dock is a cloud-based revenue enablement platform that helps project managers, sales teams, customer support executives, and more across industries streamline sales content management, client onboarding, project management, and renewal processes through a centralized dashboard.

Read more about Dock

Users also considered

Scope

5.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Cloud-based customer onboarding platform for B2B companies.

Scope is an AI-powered B2B client onboarding platform that automates workflows, speeds up onboarding cycles, and improves overall efficiency, ensuring a seamless onboarding experience.

Read more about Scope

Users also considered

CogniSaaS

1.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Customer-centric Onboarding

CogniSaas is a client onboarding and implementation platform. It allows for collaboration between customers and important stake holders to derive value from clients and products.

Read more about CogniSaaS

Users also considered

1Centre

(0)

Customer onboarding and decision software

1Centre is a trade-credit and client onboarding software. The platform is mobile friendly and helps build relationships with SME clients.

Read more about 1Centre

Users also considered

OnboardX

(0)

Third-party Onboarding and Due Diligence Platform

End-to-end TPRM and onboarding platform powered by 150 checks, integration with leading ERPs and CRMs. With multi-channel initiation, AI-enabled data intelligence capabilities to interactive dashboards, OnboardX provides comprehensive risk assessment reports of all third parties.

Read more about OnboardX

Users also considered

Walnut.io

(0)

Sales experience platform for B2B teams

Walnut is a sales experience platform that helps B2B sales teams create interactive and customized product demos.

Read more about Walnut.io

Users also considered

Ascendr

(0)

SaaS Customer onboarding platform

SaaS Customer onboarding platform

Read more about Ascendr

Users also considered

TrueKYC

(0)

Cloud-based KYC solution for small businesses.

TrueKYC streamlines client onboarding with secure digital links, customizable forms, and instant approvals. Collect IDs, addresses, or business details directly from customers and reduce delays, errors, and friction in your process.

Read more about TrueKYC

Users also considered

Client Dispute Manager

(0)

Credit repair software for credit repair firms

Client Dispute Manager is a credit repair software that helps businesses analyze credit reports, generate dispute letters, and automate client communication. It offers an AI dispute engine, customizable dispute templates, client portals, and tools to capture leads.

Read more about Client Dispute Manager

Users also considered

Atfinity

(0)

Award-winning no-code platform for process orchestration

An award-winning no-code platform for financial institutions, enabling rapid customisation of client processes, ensuring agility in response to changing needs and regulations. Seamless integration with core banking systems facilitates a smooth data flow and efficient KYC/KYB/AM compliance checks.

Read more about Atfinity

Users also considered

ApplyEasy

(0)

Customer onboarding solution for B2B businesses

ApplyEasy streamlines customer onboarding in a secure online portal.

Pre-fill online forms, electronic signatures, and built in data integration to Australian Business Register, ASIC database, and CreditorWatch's credit bureau, due diligence tasks can be automated to complete onboarding faster.

Read more about ApplyEasy

Users also considered

Access Approve

(0)

Cloud-based online trade application software

Access Approve provides businesses and their customers a seamless onboarding process. The tool enables users to efficiently receive, assess and approve trade credit applications online.

Read more about Access Approve

Users also considered

Client Dispute Manager

(0)

Credit repair software for credit repair firms

Client Dispute Manager is a credit repair software that helps businesses analyze credit reports, generate dispute letters, and automate client communication. It offers an AI dispute engine, customizable dispute templates, client portals, and tools to capture leads.

Read more about Client Dispute Manager

Users also considered

Atfinity

(0)

Award-winning no-code platform for process orchestration

An award-winning no-code platform for financial institutions, enabling rapid customisation of client processes, ensuring agility in response to changing needs and regulations. Seamless integration with core banking systems facilitates a smooth data flow and efficient KYC/KYB/AM compliance checks.

Read more about Atfinity

Users also considered

FigsFlow

(0)

Cloud-based proposal software for accountants and firms

FigsFlow is a cloud-based accounting proposal software designed for all types of accountancy practices, such as individual accountants or multi-partner accountancy firms that simplifies the process of creating proposals, generating regulatory-compliant engagement letters, and setting consistent pricing for services.

Read more about FigsFlow

Users also considered

Flows

(0)

Product adoption platform to streamline user onboarding

Flows is a fully customizable product adoption platform for modern companies building onboarding and user engagement experiences.

Read more about Flows

Users also considered

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