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. 

Client Onboarding Software with API (2026) - Page 2

Last updated: April 2026

1 filter applied

Features

Integrated with

Pricing model

Devices supported

Organization types

User rating

72 software options

HelpHero logo

Helps web-based apps to build better onboarding experiences

learn more
HelpHero enables web-based apps to build better onboarding and product experiences for their users in minutes, with no coding, design experience or big budgets required. Create better experiences for onboarding and engaging users, to improve user adoption, conversion and retention.

Read more about HelpHero

Users also considered
Fieldguide logo

AI Platform for Advisory and Audit

learn more
Fieldguide's AI Platform for Advisory and Audit is built for practitioners by practitioners. The AI-powered software helps clients and teams streamline any type of engagement, including SOC 2, PCI, HITRUST, and more.

Read more about Fieldguide

Users also considered
Bigin by Zoho CRM logo

Pipeline-centric CRM system for small businesses

learn more
Bigin is an affordable, user-friendly CRM built for small businesses and startups. Successfully onboard your clients without hassle using Bigin's sophisticated array of features. From multichannel communication and foolproof automation to powerful mobile apps, Bigin has it all!

Read more about Bigin by Zoho CRM

Users also considered
Process Street logo

AI-enabled compliance operations platform.

learn more
Process Street is an AI-powered compliance operations platform that turns policies into automated workflows, enabling teams to manage controlled documents, run no-code processes, and stay audit-ready.

Read more about Process Street

Users also considered
Clustdoc logo

Customer onboarding software for modern businesses

learn more
Clustdoc Digital Client Onboarding Software provides your team with complete solutions to scale your onboarding process: from collecting customers information, delivering supporting documents, signing contracts, to verifying client’s identity.

Read more about Clustdoc

Users also considered
Adamo Digital Platform logo

Digital platform for managing end-to-end business operations

learn more
The Adamo Digital Platform caters to all requirements of an end-to-end business operation. It provides users with digital solutions, automated workflows and the capability of a fully paperless business management model.

Read more about Adamo Digital Platform

Users also considered
GUIDEcx logo

Client onboarding and project management software

learn more
GUIDEcx is a client onboarding platform built to engage customers, shorten time to first value, boost team capacity, and reduce churn.

Read more about GUIDEcx

Users also considered
OnBoard logo

End-to-end merchant onboarding and compliance platform

learn more
End-to-end merchant onboarding and compliance platform unifying digital onboarding, KYB, KYC, AML, underwriting, and ongoing due diligence in a single system for regulated payments, fintech, and financial services.

Read more about OnBoard

Users also considered
Fusebase logo

Collaboration and information management tool

learn more
An all-in-one, AI-powered tool designed to streamline client collaboration with advanced yet intuitive features for real-time collaboration and project management. Optimize daily operations with our advanced FuseBase AI assistant.

Read more about Fusebase

Users also considered
Moovila logo

World's first AI-powered project & resource management tool

learn more
Moovila offers an AI-powered platform that automates scheduling, risk detection & resourcing for on-time, profitable delivery.

Read more about Moovila

Users also considered
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
Intellum Platform logo

The Smartest Way to Educate Customer, Partners and Employees

learn more
From our LMS to social/community learning, user journey tracking and data insights delivery, paid course and certifications support, and advanced content authoring functionality, Intellum is uniquely positioned to support Enterprise partners with an all-in-one EdTech for Business solution.

Read more about Intellum Platform

Users also considered
Skilljar Customer Education logo

The leading LMS for Customer and Partner Training

learn more
Skilljar is the leading external LMS to drive product adoption, increase net retention, and lower cost to support. The solution accelerates customer onboarding and engagement by enabling multimedia course creation, an intuitive and mobile-responsive learning environment and CRM data integrations.

Read more about Skilljar Customer Education

Users also considered
ScalePad Lifecycle Manager logo

Automated asset management: hardware, software & warranties

learn more
ScalePad is an asset management application for hassle-free hardware, software & warranty insights. By automatically collecting vital data, MSPs can improve productivity & profitability with access to real-time & accurate data, ready-made reports, identified sales opportunities, & warranty services.

Read more about ScalePad Lifecycle Manager

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
Pipefy logo

Cloud-based and AI-powered process orchestration platform

learn more
Pipefy is a business process orchestration and automation platform that enables teams to digitize workflows using AI agents and no-code tools. The platform features customizable workflow builders, pre-built AI agents for various departments, and integration capabilities with enterprise messaging systems like WhatsApp, Teams, and Slack. It includes process management tools, custom forms and portals, analytics dashboards, and enterprise-grade security with regulatory compliance features.

Read more about Pipefy

Users also considered
Revinova logo

Agentic AI Orchestration and Enablement Platform

learn more
Revinova is an Agentic AI Orchestration and Enablement Platform that empowers businesses to build intelligent AI agents and deliver persona-driven learning experiences.

Read more about Revinova

Users also considered
MeltingSpot logo

Effective Software Adoption. Seamlessly delivered.

learn more
With MeltingSpot, simplify your digital customer onboarding with in-app training, offering a personalized and seamless learning experience.

Read more about MeltingSpot

Users also considered
WorkRamp logo

Learning management system

learn more
WorkRamp is a learning management system (LMS) that empowers organizations to centralize and streamline employee and customer learning initiatives. Designed for businesses of all sizes, WorkRamp leverages AI-based features to help companies ramp up teams.

Read more about WorkRamp

Users also considered
BrainStorm logo

Transform the way your users tackle software adoption.

learn more
BrainStorm helps mid-size and enterprise organizations dramatically increase their software adoption. Our highly personalized approach to change management reduces user frustration, alleviates IT workloads, and helps organizations achieve their software adoption goals.

Read more about BrainStorm

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
Userlane logo

Instant software adoption, instant results.

learn more
Userlane offers a code-free DAP solution, tailored for organizations willing to accelerate software adoption, enhance user experience, support and guide their users at scale.

Read more about Userlane

Users also considered
valid8Me logo

Client onboarding and document management software

learn more
valid8Me is a pioneering technology platform that will futureproof compliance and onboarding systems. This platform allows teams to innovate on a daily basis and enables them to improve other areas of the business by freeing up resources.

Read more about valid8Me

Users also considered
Regale logo

Sales enablement and demo solution

learn more
Regale is the world’s first Seller Showtime Platform that transforms how enterprise software teams deliver product demonstrations. Using guided, ready-to-launch demo experiences, Regale turns every seller into a product storyteller.

Read more about Regale

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