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Free Client Onboarding Software
Last updated: April 2026
25 software options
Sponsored
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Pipeline-centric CRM system for small businesses
Bigin offers a 15-day free trial for new users, and post the trial period, users can choose any of the four pricing plans - Free, Express, Premier and Bigin 360. Free Edition: Available to users for free Express Edition: • Monthly - $9/user/month • Annual - $7/user/month Premier Edition • Monthly - $15/user/month • Annual - $12/user/month Bigin 360 Edition • Monthly - $18/user/month • Annual - $21/user/month All paid plans come with 24/5 phone, email and live chat support. There is also a dedicated onboarding service available for paid users.
Read more about Bigin by Zoho CRM
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based and AI-powered process orchestration platform
Starter: Free - Recommended for small teams, startups, freelancers, and students who need to organize their tasks Business: $25/user/month - Recommended for mid-market teams needing to centralize and scale business processes Enterprise - Recommended for organizations that need enterprise-level security, control, and support to manage complex or connected business processes Unlimited - Recommended for organizations that need unlimited power to error-proof their Enterprise processes
Read more about Pipefy
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Collaboration and information management tool
FuseBase is free for individuals.
Read more about Fusebase
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based document and proposal and tracking software.
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Everything you need for your professional service business.
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Digital transformation & business process management (BPM)
Contact Bizagi for pricing information.
Read more about Bizagi
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Platform that enables apps to connect with bank accounts
Contact Plaid for pricing information.
Read more about Plaid
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Employee Training Software & LMS Platform
No setup fees, no hidden costs
Read more about Travitor
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Turn any process into a step-by-step guide, instantly.
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
User experience tool to convert, retain & delight customers
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
User Onboarding, no-code, Digital Adoption, user activation.
Free - up to 100 monthly active users Pro - $129/month Business - $249/month
Read more about Kompassify
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Agentic AI Orchestration and Enablement Platform
Contact Revinova for detailed pricing information.
Read more about Revinova
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Automated asset management: hardware, software & warranties
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Be The Hero 💜 Help Customers Fall In Love With Your Product
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Customer journey mapping tools
Pricing that grows with you. Free version and trial available. Starts at $200/month.
Read more about journy.io
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
The AI customer service agent that sees, guides and acts
Free forever plans available for both session replays and cobrowsing. All Pro and Enterprise plans come with a 14-day free trial (no credit card required).
Read more about Fullview
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Streamline client onboarding & service delivery
The base price includes your first few team members + unlimited guests.
Read more about ProcessKit
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based collaborative workspace for buyers and customers
Access Intell offers a range of plans to suit your business’s unique credit management needs, both now and in the future. Our pricing structure involves three components: a once-off set up fee, a monthly subscription fee, and transaction fees (charged as used). Our published pricing is a guide for bundled subscription options. Every client's needs are different, we’d be delighted to consult with you to develop a tailored quote.
Read more about Access Approve
Flows offer a pay-as-you-go pricing that starts at $0/month with a generous free forever tier. Our free tier allows up to 250 MTUs, enough to onboard your users while looking for product-market fit. All features are included, no credit card required. When you need to upgradeeEnjoy unlimited workflows for your users with a pay-as-you-go model. You only pay for the MTUs you use, and you can cancel at any time.
Read more about Flows
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Workout plans and client management for trainers
Scalable pricing that grows with every business. Free forever plan available to start. Then pay only for users, with viewer (read-only) users and onboarding participants free.
Read more about Onthen