getapp-logo

App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

Software categoriesBlog & researchAbout us

GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links. 

Top Rated Client Onboarding Software with Activity dashboard - Page 3

Last updated: September 2026

1 filter applied

Features

Integrated with

Pricing model

Devices supported

Organization types

User rating

80 software options

Planhat logo

Customer success platform

learn more
Planhat is a Customer Success Platform that empowers organizations to acquire, service, and grow lifelong customers. This comprehensive customer platform serves as a single source of truth, providing sales, service, and success teams with an intuitive, action-first interface to streamline their workflows and drive successful outcomes.

Read more about Planhat

Users also considered
UniFi logo

UniFi — One system, limitless use cases.

learn more
UniFi is one platform with limitless use cases across every department. With limitless use cases, innovative features, and the ability for end users to create bespoke apps without coding knowledge, UniFi is the one system that does it all.

Read more about UniFi

Users also considered
Precursive OBX logo

Customer Onboarding Management for Salesforce

learn more
Take your onboarding experience to the next level. Create a repeatable and scalable process to ensure each customer is successful.

Read more about Precursive OBX

Users also considered
CogniSaaS logo

Customer-centric Onboarding

learn more
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
Learn:Up logo

AI-driven LMS for fast growth

learn more
Leaarn:Up is an AI-powered LMS built to help organizations connect learning to performance, get people up to speed faster, and build capability at scale.

Read more about Learn:Up

Users also considered
Pipefy logo

Cloud-based no-code workflow automation for enterprises

learn more
Cloud-based, no-code process orchestration platform for mid-market and enterprise teams, featuring AI agents, workflow automation, and.

Read more about Pipefy

Users also considered
Travitor logo

Employee Training Software & LMS Platform

learn more
Travitor is an LMS for employee training, onboarding, and compliance management. The platform includes courses in Harassment Prevention, OSHA Safety, Cybersecurity, HIPAA, plus professional development topics like Sales, Customer Service, Project Management, and Leadership.

Read more about Travitor

Users also considered
ClientSuccess logo

Onboard Client Success

learn more
ClientSuccess is a client success and onboarding software solution. It brings all customer information into a single place to focus on client onboarding, adopting, renewal, and growth.

Read more about ClientSuccess

Users also considered
ClientPoint logo

Cloud-based document and proposal and tracking software.

learn more
ClientPoint is a cloud-based document and proposal creation, management and automation solution suitable for mid-sized businesses and enterprises. The solution can be used for almost all industries, especially for sales, business and marketing teams to help generate and store documents, proposals, send them to clients and optimize the proposal and document management lifecycle.

Read more about ClientPoint

Users also considered
SmartKarrot logo

Intelligent Customer Success & Account Management

learn more
SmartKarrot allows Customer Success and Account Management teams to handle their Customer Growth (Expansion & Retention) and Scaling Growth operations efficiently (through Intelligence & Automation).

Read more about SmartKarrot

Users also considered
Bizagi logo

Business Orchestration | AI Agents | Process Automation

learn more
Bizagi is an enterprise orchestration platform that makes AI operational and governable at scale. Built on more than two decades of enterprise process expertise, Bizagi brings the operational depth that makes AI production-ready in critical business processes.

Read more about Bizagi

Users also considered
Moxo logo

Orchestrate complex business operations with humans and AI.

learn more
Moxo simplifies client onboarding with customizable workflows for document collection, account setup, and approvals. Its collaborative tools ensure a smooth, secure, and efficient onboarding experience, enhancing client satisfaction from the start.

Read more about Moxo

Users also considered
FollowUp CRM logo

Free CRM for construction

learn more
Followup CRM construction CRM & sales platform designed to help contractors measure, record & streamline the sales process.

Read more about FollowUp CRM

Users also considered
Onthen logo
(0)

Centralized onboarding task management platform

learn more
Onthen is an onboarding platform centralizing tasks into a branded page via unique links. It offers customizable workflows, form-based data collection, secure uploads, identity verification, and CRM integrations to sync actions and communications. Features include automated reminders, task-specific comments, and collaboration tools for inviting others and delegating tasks.

Read more about Onthen

Users also considered
GoLiveFlow logo
(0)

SaaS client onboarding & implementation platform

learn more
GoLiveFlow is an implementation management platform for SaaS teams handling client onboarding cycles of 30 to 120+ days. It offers AI-powered risk detection, client engagement scoring, branded portals, automated workflows, and e-signature tools. Features include project tracking with multiple views, conditional playbooks, budget monitoring, time-to-value analytics, and integrations with HubSpot, Google Calendar, Zapier, and Slack.

Read more about GoLiveFlow

Users also considered
Compass logo
(0)

Navigate success with AI-powered guidance.

learn more
Compass is an AI-powered digital adoption and user assistance platform that helps businesses streamline onboarding, boost productivity, and enhance user experience. It enables the creation of walkthroughs, knowledge articles, and documents, seamlessly integrated into applications to guide employees and customers through complex processes. Compass also features an intelligent chatbot that uses insights from its content to provide instant, accurate assistance to users.

Read more about Compass

Users also considered
TrueKYC logo
(0)

Cloud-based KYC solution for small businesses.

learn more
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
CoachTide logo
(0)

Platform for professional coaching management

learn more
CoachTide is practice management software designed for professional coaches. The platform includes automated booking, invoicing, follow-ups, and ICF hour tracking, along with unlimited booking pages, a drag-and-drop client pipeline, session prep tools, and a secure client portal. Additional features include group coaching management, client outreach capabilities, automatic email and text reminders, payment processing, and a built-in AI assistant.

Read more about CoachTide

Users also considered
OnboardX logo
(0)

Third-party Onboarding and Due Diligence Platform

learn more
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
Access Approve logo
(0)

Cloud-based online trade application software

learn more
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
1Centre logo
(0)

Customer onboarding and decision software

learn more
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
Walnut.io logo
(0)

Sales experience platform for B2B teams

learn more
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
Flows logo
(0)

Product adoption platform to streamline user onboarding

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

Read more about Flows

Users also considered
Client Dispute Manager logo
(0)

Credit repair software for credit repair firms

learn more
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
Ascendr logo
(0)

SaaS Customer onboarding platform

learn more
SaaS Customer onboarding platform

Read more about Ascendr

Users also considered