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Client Onboarding Software with Customer Engagement

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HelpHero logo
4.7
(7)

Helping businesses create incredible experiences for users

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HelpHero helps businesses create incredible in-app help experiences for their users with no coding, design experience or big budgets required.

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OnRamp logo
5.0
(1)

B2B customer onboarding made simple & scalable.

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OnRamp is dynamic customer onboarding software that turns any high-touch customer onboarding process into a simple, guided experience. With OnRamp, customer onboarding and implementation managers can actually do more with less and deliver white-glove onboarding and enablement at scale.

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Rocketlane logo
4.7
(65)

A client-centric onboarding & modern PSA tool

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Rocketlane is a purpose-built customer onboarding and modern PSA tool that helps you deliver delightful customer projects and manage associated financials comprehensively.

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Time To Pet logo
4.9
(261)

Web-based software for pet sitting & dog walking businesses.

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Cloud-based pet sitting software trusted by over 2,000 of the world's most successful pet care companies. Start your free trial today!

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Pipefy logo
4.6
(305)

Design and automate business workflows in minutes.

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Pipefy increase efficiency and integrate end-to-end operations on a secure, low-code workflow and business process automation (BPA) platform for teams in IT, Procurement, Finance, HR, and more.

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ChurnZero logo
4.7
(127)

Customer engagement & retention for subscription businesses

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ChurnZero is a customer engagement & retention platform for customer success teams of subscription-based businesses to reduce churn & increase renewals

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ClientPoint logo
4.6
(154)

Cloud-based proposal presentation and tracking software

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ClientPoint is a web-based proposal management solution for sales & marketing teams to create customized proposals for sharing with their clients

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GUIDEcx logo
4.7
(63)

Client onboarding and project management software

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

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Moovila logo
4.6
(40)

Yes, it's on time - when you use Moovila.

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Proactively fix projects and keep your entire portfolio in the green with Moovila, the world's most advanced work management platform.

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MeltingSpot logo
4.5
(44)

Customer Education Platform integrated to any product.

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We help B2B Saas companies, professional networks, VCs and franchisors activate customers 3x faster, cut support tickets by 50%, and build loyalty.

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Fieldguide logo
4.7
(35)

AI Cloud for Advisory and Audit

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Fieldguide's AI Cloud 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.

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Skilljar Customer Education logo
4.6
(34)

The leading LMS for Customer and Partner Training

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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.

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Bites logo
4.9
(19)

Learning management software to train employees

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With Bites, organizations can create and share professional content with their frontline employees quickly and easily

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SmartKarrot logo
4.3
(37)

Intelligent Customer Success & Account Management

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

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Precursive OBX logo
4.4
(21)

Customer Onboarding Management for Salesforce

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

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BrainStorm logo
4.6
(16)

Transform the way your users tackle software adoption.

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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.

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Intellum Platform logo
4.6
(15)

The Smartest Way to Educate Customer, Partners and Employees

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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.

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TaskRay logo
4.4
(20)

Customer Onboarding Success in Salesforce

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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.

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Raven360 logo
4.6
(14)

Creating Product Experts at Scale

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At Raven360, we understand how much it hurts when customers leave for a competitor. So, reduce churn and stop wasting time and damaging your brand reputation. Instead, feel confident and in control while creating product experts at scale with our LMS built for onboarding B2B SaaS customers.

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ClientSuccess logo
4.2
(17)

Onboard Client Success

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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.

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ScreenSpace logo
5.0
(6)

Be The Hero 💜 Help Customers Fall In Love With Your Product

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Success teams rely on ScreenSpace's unique video game-like Immersive Product Stories to drive activation and accelerate adoption – while eliminating costly high-touch onboarding & support. 💜

Because engaged and happy customers spend more, cost less, and stick around.

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WillowSpace logo
4.7
(6)

Manage your clients simply, seamlessly and beautifully.

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WillowSpace is a client onboarding solution, which helps small to large businesses schedule meetings, generate proposals, design personalized forms, capture leads, and more. The platform offers various features such as calendar synchronization, custom templates, invoices and integrations.

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Ascendr logo
(0)

SaaS Customer onboarding platform

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SaaS Customer onboarding platform

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Mako Fintech logo
(0)

Wealth management software

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Mako Fintech is a wealth management technology that automates manual administration by replacing heavy and long administrative paper processes with digital ones.

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Motion.io logo
(0)

White-label Client Portal & Project Management Software

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Using Motion.io's client portal and project management software your business can automate client onboarding, increase engagement, and elevate your client experience.

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