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Client Onboarding Software with Search/Filter

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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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Process Street logo
4.7
(624)

World's first Process Management Platform powered by AI.

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Process Street is the world's first Process Management Platform powered by AI. We help teams share their core processes and transform them into powerful no-code workflows.

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Bigin by Zoho CRM logo
4.7
(400)

Pipeline-centric CRM system for small businesses

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Bigin is a pipeline-centric customer relationship management software designed to help small businesses manage sales pipelines, schedule follow-ups, and update customer records.

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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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Travitor logo
4.5
(51)

Simplify learning at work.

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Simplify learning at work. Create courses and manage live training events. Plus get 200+ courses included.

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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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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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CommandBar logo
4.9
(15)

User experience tool to convert, retain & delight customers

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CommandBar gives your users onboarding nudges, quick actions, relevant support content, and powerful search in one personalized, blazingly fast widget.

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Adamo Digital Platform logo
4.7
(16)

Digital platform for managing end-to-end business operations

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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.

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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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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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ReloTalent logo
4.4
(5)

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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Boilerplate logo
5.0
(1)

CRM for repetitive documentation & e-signature requests

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Replace manual document intakes using (inbox + spreadsheet/ file selector buttons) with digital checklists and organized client portals to collect personalized documents, forms, file and data requests. Real time tracking, e-signatures, reminders, quality assurance, and storage--all in one platform.

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UniFi logo
(0)

UniFi — One system, limitless use cases.

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UniFi is a complete business platform with unlimited potential across finance and all connected departments. 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.

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