getapp-logo

App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

Software categoriesBlog & researchAbout us

GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links. 

Client Onboarding Software Integrated with HubSpot CRM (2026)

Last updated: April 2026

1 filter applied

Features

Integrated with

Pricing model

Devices supported

Organization types

User rating

27 software options

Rocketlane logo

Rocketlane

A client-centric, next-gen PSA tool

visit website
Rocketlane is a next-gen PSA platform that unifies your projects, resources, and time into a single, powerful system.

Read more about Rocketlane

Users also considered
OnRamp logo

OnRamp

B2B organizations with high-touch customer onboarding

visit website
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.

Read more about OnRamp

Users also considered
ChurnZero logo

ChurnZero

Customer engagement & retention for subscription businesses

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

Read more about ChurnZero

Users also considered
LaunchBay logo

LaunchBay

Client Experience Platform

visit website
LaunchBay is the client experience platform for B2B service providers and agencies. Branded client portals, workflow automation, task management, time tracking, and real-time project visibility — all in one platform your team and clients will actually use.

Read more about LaunchBay

Users also considered
ScreenSpace logo

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

learn more
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.

Read more about ScreenSpace

Users also considered
Scope logo

Cloud-based customer onboarding platform for B2B companies.

learn more
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.

Read more about Scope

Users also considered
e-KHOOL LMS logo

Corporate LMS, K12 LMS, University LMS, Coaching LMS

learn more
e-KHOOL LMS aims to to deliver the secure learning materials to the learners through white labelled learning platform. e-KHOOL LMS is better suitable for corporate, professional training and coaching, online university, K12 learning app and corporate training.

Read more about e-KHOOL LMS

Users also considered
Dock logo

Cloud-based collaborative workspace for buyers and customers

learn more
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.

Read more about Dock

Users also considered
Eurekos logo

Automate personalized training of customers & partners

learn more
Eurekos is a customer education specialist, offering innovative solutions for businesses and non-profits with a need for external training. The solution helps businesses ensure customer's customers engagement and success by automating learning processes.

Read more about Eurekos

Users also considered
journy.io logo

Customer journey mapping tools

learn more
journy.io is a customer data platform designed to help businesses capture customer engagement metrics to drive conversion, activation, adoption, retention, and growth, while fighting churn.

Read more about journy.io

Users also considered
HoneyBook logo

Client management for freelancers & SMBs

learn more
HoneyBook is a client management tool designed for small business owners and freelancers to help manage and process payments, bookings, contracts, and more and aid collaboration and communication.

Read more about HoneyBook

Users also considered
Process Street logo

AI-enabled compliance operations platform.

learn more
Process Street is an AI-powered compliance operations platform that turns policies into automated workflows, enabling teams to manage controlled documents, run no-code processes, and stay audit-ready.

Read more about Process Street

Users also considered
GUIDEcx logo

Client onboarding and project management software

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

Read more about GUIDEcx

Users also considered
Fusebase logo

Collaboration and information management tool

learn more
An all-in-one, AI-powered tool designed to streamline client collaboration with advanced yet intuitive features for real-time collaboration and project management. Optimize daily operations with our advanced FuseBase AI assistant.

Read more about Fusebase

Users also considered
Moovila logo

World's first AI-powered project & resource management tool

learn more
Moovila offers an AI-powered platform that automates scheduling, risk detection & resourcing for on-time, profitable delivery.

Read more about Moovila

Users also considered
Planhat logo

Customer success platform

learn more
Planhat is a Customer Success Platform that empowers organizations to acquire, service, and grow lifelong customers. This comprehensive customer platform serves as a single source of truth, providing sales, service, and success teams with an intuitive, action-first interface to streamline their workflows and drive successful outcomes.

Read more about Planhat

Users also considered
ClientPoint logo

Cloud-based document and proposal and tracking software.

learn more
ClientPoint is a cloud-based document and proposal creation, management and automation solution suitable for mid-sized businesses and enterprises. The solution can be used for almost all industries, especially for sales, business and marketing teams to help generate and store documents, proposals, send them to clients and optimize the proposal and document management lifecycle.

Read more about ClientPoint

Users also considered
Pipefy logo

Cloud-based and AI-powered process orchestration platform

learn more
Pipefy is a business process orchestration and automation platform that enables teams to digitize workflows using AI agents and no-code tools. The platform features customizable workflow builders, pre-built AI agents for various departments, and integration capabilities with enterprise messaging systems like WhatsApp, Teams, and Slack. It includes process management tools, custom forms and portals, analytics dashboards, and enterprise-grade security with regulatory compliance features.

Read more about Pipefy

Users also considered
Revinova logo

Agentic AI Orchestration and Enablement Platform

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

Read more about Revinova

Users also considered
MeltingSpot logo

Effective Software Adoption. Seamlessly delivered.

learn more
With MeltingSpot, simplify your digital customer onboarding with in-app training, offering a personalized and seamless learning experience.

Read more about MeltingSpot

Users also considered
ProteusEngage logo

Workspace platform for businesses

learn more
ProteusEngage provides a centralized secure digital workspace offering multiple modules and enabling sharing and two-way collaboration.

Read more about ProteusEngage

Users also considered
SmartKarrot logo

Intelligent Customer Success & Account Management

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

Read more about SmartKarrot

Users also considered
Moxo logo

Streamline service orchestration processes for customers.

learn more
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.

Read more about Moxo

Users also considered
CogniSaaS logo

Customer-centric Onboarding

learn more
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.

Read more about CogniSaaS

Users also considered
FigsFlow logo
(0)

Cloud-based proposal software for accountants and firms

learn more
FigsFlow is a cloud-based accounting proposal software designed for all types of accountancy practices, such as individual accountants or multi-partner accountancy firms that simplifies the process of creating proposals, generating regulatory-compliant engagement letters, and setting consistent pricing for services.

Read more about FigsFlow

Users also considered