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Client Onboarding Software with Customizable Branding (2026) - Page 2

Last updated: April 2026

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60 software options

Kompassify logo

User Onboarding, no-code, Digital Adoption, user activation.

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Kompassify is a cloud-based no-code solution, which helps small and midsize businesses manage client onboarding via product tours, checklists, in-app walkthroughs, progress tracking, real-time analytics, and more. The platform offers various features such as multi-language support, user accounts, customer segmentation, notification widgets, and feedback surveys.

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TocToc logo

Technological solutions to digitize growth

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TocToc digitalizes the process of client onboarding. It features video identification, electronic document management, dematerialization, and more.

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BrainStorm logo

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

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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Apty logo

World's fastest-growing on-screen guidance platform

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Enterprise Adoption at Scale

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Revinova logo

Agentic AI Orchestration and Enablement Platform

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

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Moxo logo

Streamline service orchestration processes for customers.

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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.

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ScalePad Lifecycle Manager logo

Automated asset management: hardware, software & warranties

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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.

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ScreenSpace logo

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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HelpHero logo

Helps web-based apps to build better onboarding experiences

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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.

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WillowSpace logo

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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Microcasting logo

AI-powered LMS to create, deliver & scale learning securely.

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AI-powered Customer Experience & LMS Platform that transforms client onboarding into a guided, self-serve journey. Speed adoption, reduce support load, and help customers realize value faster with personalized training and real-time answers.

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ReloTalent logo

All-in-one Relocation Management Software solution

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ReloTalent is a all-in-one relocation management software built to help you manage every aspect of your client's moves.

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Digital Onboarding & Loan Origination logo

Digital onboarding & loan origination solution for SMEs

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Bankingly’s Digital Onboarding & Loan Origination is a solution designed for SME financial institutions to streamline their loan origination process and enhance customer experience. It helps increase efficiency and returns while providing a great customer experience and minimizing potential risks.

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OnBoard logo

Financial risk management solution

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OnBoard is a comprehensive B2B onboarding platform designed to help businesses streamline customer acquisition, verification, management, and scaling processes for financial service providers. The system enables teams to delivers an end-to-end solution addressing complex onboarding requirements for payment providers, business lenders, and business banks across countries and various languages. Organizations can manage the entire customer lifecycle from a single platform.

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Jola HR logo

Experience Better

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Jola HR offers a state-of-the-art online employee onboarding solution designed to enhance efficiency for businesses. Simplify the onboarding process with our user-friendly online forms, customisable workflows, and additional features.

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Regale logo

Sales enablement and demo solution

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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.

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Onboard logo

Software for success departments to onboard customers faster

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Onboard is a customer management solution designed to help B2B Software companies organize and automate onboarding processes. Administrators can launch customer plans using variable paths, a global list of tasks, dynamic models, and more. Users can collaborate with all stakeholders by comments on threads, sharing links via email invites, and launching map preview on branded portals.

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OnRamp logo

B2B organizations with high-touch customer onboarding

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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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Dock logo

Cloud-based collaborative workspace for buyers and customers

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Dock is a cloud-based revenue enablement platform that helps project managers, sales teams, customer support executives, and more across industries streamline sales content management, client onboarding, project management, and renewal processes through a centralized dashboard.

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Scope logo

Cloud-based customer onboarding platform for B2B companies.

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Scope is an AI-powered B2B client onboarding platform that automates workflows, speeds up onboarding cycles, and improves overall efficiency, ensuring a seamless onboarding experience.

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CogniSaaS logo

Customer-centric Onboarding

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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.

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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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Compass logo
(0)

Navigate success with AI-powered guidance.

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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.

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Reprise logo
(0)

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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