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Client Onboarding
Calendar management

Top Rated Client Onboarding Software with Calendar management - Page 2

Last updated: October 2026

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Features

Calendar Management

Content Management

CRM

Document Management

Activity Dashboard

Integrated with

Microsoft Outlook

Stripe

Slack

Zapier

HubSpot CRM

Salesforce Sales Cloud

Microsoft Teams

Gmail

Pricing model

Free

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User rating

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42 software options

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Sponsored

MeltingSpot

4.6

(49)

5

31

4

14

3

4

2

0

1

0

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

Effective Software Adoption. Seamlessly delivered.

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

SmartTask

4.6

(37)

5

23

4

12

3

2

2

0

1

0

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

Cloud-based collaboration software

SmartTask is a cloud-based collaboration software, offering task management, project management and customer relationship management (CRM) capabilities in one single tool.

Read more about SmartTask

Users also considered

Tallyfy

4.4

(12)

5

8

4

1

3

3

2

0

1

0

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

Tallyfy helps you capture and automate your processes

The modern and simple way to document and automate your business processes. Never ask “How’s this done?” or “What’s the status?” again!

Read more about Tallyfy

Users also considered

UniFi

4.5

(28)

5

17

4

9

3

2

2

0

1

0

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

Financial process automation platform

UniFi is a financial process automation platform that turns business activities into accounting outcomes.

Read more about UniFi

Users also considered

Precursive

4.0

(4)

5

1

4

2

3

1

2

0

1

0

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

Cloud-based PSA solution for project management.

Precursive is a cloud-based solution that helps streamline project and resource management for professional services teams. Designed to increase the productivity of services teams and the profitability of projects, Precursive provides a comprehensive suite of capabilities to optimize services delivery. The platform enables organizations to manage people, projects, and revenues in a single, integrated solution.

Read more about Precursive

Users also considered

Pipefy

4.6

(325)

5

212

4

95

3

15

2

2

1

1

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

Cloud-based no-code workflow automation for enterprises

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

FlowForma

4.0

(5)

5

1

4

3

3

1

2

0

1

0

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

Digital Process Automation Platform

FlowForma is the leading provider of no code business process automation tools, empowering businesspeople to rapidly digitalize with ease

Read more about FlowForma

Users also considered

TaskRay

4.4

(20)

5

10

4

8

3

1

2

1

1

0

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

Customer Onboarding Success in Salesforce

TaskRay is the modern project management app for you and your team. Use it to quickly track, manage and communicate your work. Drag-and-drop actions, Chatter conversation and a beautiful, clean interface make project management in Salesforce awesome.

Read more about TaskRay

Users also considered

ClientPoint

4.6

(167)

5

109

4

47

3

9

2

1

1

1

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

Cloud-based document and proposal and tracking software.

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

Moxo

4.0

(24)

5

8

4

11

3

4

2

0

1

1

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

Orchestrate complex business operations with humans and AI.

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

4.5

(229)

5

139

4

67

3

17

2

2

1

4

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

Free CRM for construction

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

Read more about FollowUp CRM

Users also considered

Navoqo

(0)

Cloud-based freight & logistics platform

Cloud-based logistics platform for shippers, brokers, and LSPs to manage freight, carriers, and shipment tracking.

Read more about Navoqo

Users also considered

CoachTide

(0)

Platform for professional coaching management

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

StellaJourney

(0)

The client portal where nothing falls through the cracks

Client onboarding and delivery portal for managing tasks, forms, files, discussions and client progress in one shared workspace.

Read more about StellaJourney

Users also considered

Aventide

(0)

One place for every business you run And every client in it

AI client management for every business you run

Read more about Aventide

Users also considered

Demoboost

(0)

Cloud-based video marketing tool for product demos.

Demoboost is a cloud-based video marketing solution that helps businesses create and share product demonstrations. The platform provides several features such as lead management, project tracking, screen capturing, performance metrics, third-party integrations, and guided demos.

Read more about Demoboost

Users also considered

ValueRamp

(0)

Onboarding, adoption and renewals in one CS platform

One record for onboarding, adoption and renewals, with a customer portal and AI, built for B2B SaaS CS teams.

Read more about ValueRamp

Users also considered

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