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Client Onboarding Software for Windows - Page 2

Last updated: March 2026

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35 software options

Intellek Deliver logo

Cloud-based digital adoption platform

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All your help and support resources, easily accessible at the moment of need. No plug-in, no extension, no code.

With this context-sensitive, just-in-time tool you can consolidate all your resources, streamline onboarding and deliver the right guidance at the right time.

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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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Digitap logo

KYC/KYB onboarding and compliance management solution

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Onboarding Suite is a customer onboarding solution designed for the banking and fintech industries. It provides a set of tools to streamline the customer onboarding process, from identity verification to account setup. The suite caters to the needs of financial institutions, enabling them to offer a digital onboarding experience to their customers.

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M-Connect logo

Boost efficiency, and amplify marketing & product outcomes.

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M-Connect is a powerful tool that helps businesses harness the power of real devices to transform performance, simplify work processes, and boost efficiency.

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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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NinjaOnboarding logo
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Create personalised and engaging popups for onboarding

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NinjaOnboarding is an Onboarding Management Application. It helps users create workflows and wizard popups for designing the Self Onboarding for the user.

500apps is a All-In-One Business Suite which cover all the business functions like Sales, Marketing, HR &Ops, It offers 50 apps for all Just Rs. 14.

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Mako Fintech logo
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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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Walnut.io logo
(0)

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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SankeyJourney logo
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Visualize Your Customer's Journey with SankeyJourney

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Online tool for analyzing user journeys through Sankey diagrams or flow charts. Upload a CSV file containing event data from your website or app, and quickly generate an interactive data visualization interface that illustrates your customer paths. Boost your engagement, retention, and monetization.

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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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