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Client Onboarding Software with Collaboration Tools (2026) - Page 3

Last updated: April 2026

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59 software options

Client Dispute Manager logo
(0)

Credit repair software for credit repair firms

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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.

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Walnut.io logo
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Sales experience platform for B2B teams

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

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1Centre logo
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Customer onboarding and decision software

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

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Ascendr logo
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SaaS Customer onboarding platform

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SaaS Customer onboarding platform

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Reprise logo
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Cloud-based demo tool for sales and marketing professionals.

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Reprise is a cloud-based demo creation tool that allows companies to quickly create interactive, guided presentations of their products for presales and marketing purposes. It allows marketers and salespeople to capture the most important features of their app with a Chrome extension, then personalizes demos for each potential buyer. They can collect detailed insights into how users interact with their product and connect these insights to other data sources.

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Demoboost logo
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Cloud-based video marketing tool for product demos.

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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.

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Lokulus logo
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Your AI workflow automation partner

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Lokulus' AI-driven workflow automation platform delivers cost effective and personalised customer experiences. The workflows intelligently manage, prioritise and respond to endless customer queries. If it can’t be resolved through automation, it will escalate to the right person.

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FigsFlow logo
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Cloud-based proposal software for accountants and firms

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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.

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Onthen logo
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Centralized onboarding task management platform

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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.

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