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Top Rated Client Onboarding Software with Microsoft teams

Last updated: September 2026

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16 software options

ChurnZero logo

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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Bigin by Zoho CRM logo

The easiest small business CRM, now enhanced with AI.

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Bigin is an affordable, user-friendly CRM built for small businesses and startups. Successfully onboard your clients without hassle using Bigin's sophisticated array of features. From multichannel communication and foolproof automation to powerful mobile apps, Bigin has it all!

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Bites logo

Learning management solution to train employees

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Bites is a bite training platform that empowers teams with engaging, bite-sized learning to boost productivity. The platform offers a streamlined content creation experience, allowing users to create new training materials, similar to social media platforms. Bites enables users to add captions, remove background noise, and translate content to multiple languages.

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Process Street logo

AI-enabled compliance operations platform.

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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.

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Eurekos logo

Automate personalized training of customers & partners

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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.

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LearnWorlds logo

AI-powered LMS for online courses

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LearnWorlds is an AI-powered learning management system designed for course creators and businesses. The platform includes interactive video tools, website and mobile app builders, assessment and survey creation, live session capabilities, and SCORM support. It features white-label branding options, marketing tools, affiliate programs, and integrations with third-party applications for payment processing and email marketing.

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hiveQ logo

Learning Management Software for Employee, Partner, and Cust

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hiveQ is the LMS & LXP for employee training, partner enablement and customer education. Scalable, fully branded and in 46+ languages.

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Projetly logo

Cloud-based AI sales room & onboarding for B2B SaaS

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Projetly empowers SaaS products by enabling AI-driven self-onboarding, fostering collaboration among prospects, the onboarding team, and customers.

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e-KHOOL LMS logo

Corporate LMS, K12 LMS, University LMS, Coaching LMS

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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.

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Dock logo

Enablement that sellers and buyers love.

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Dock gives customer success teams structured onboarding portals with project plans, task tracking, and shared resources in one collaborative space — so new customers reach go-live faster and CS teams always know where every account stands.

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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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Moovila logo

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

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

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ProteusEngage logo

Workspace platform for businesses

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

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Planhat logo

Customer success platform

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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.

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Moxo logo

Orchestrate complex business operations with humans and AI.

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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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Dock logo
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Cloud-based AI revenue enablement for B2B teams

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Cloud-based AI revenue enablement platform for B2B teams, combining digital sales rooms, content management, and rep training.

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