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Client Onboarding Software - Page 2

Last updated: April 2026

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61 software options

WillowSpace logo

Manage your clients simply, seamlessly and beautifully.

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WillowSpace is a client onboarding solution, which helps small to large businesses schedule meetings, generate proposals, design personalized forms, capture leads, and more. The platform offers various features such as calendar synchronization, custom templates, invoices and integrations.

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Fusebase logo

Collaboration and information management tool

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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.

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Pipefy logo

Cloud-based and AI-powered process orchestration platform

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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.

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ClientPoint logo

Cloud-based document and proposal and tracking software.

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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.

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Revinova logo

Agentic AI Orchestration and Enablement Platform

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

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MeltingSpot logo

Effective Software Adoption. Seamlessly delivered.

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

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BrainStorm logo

Transform the way your users tackle software adoption.

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BrainStorm helps mid-size and enterprise organizations dramatically increase their software adoption. Our highly personalized approach to change management reduces user frustration, alleviates IT workloads, and helps organizations achieve their software adoption goals.

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FollowUp CRM logo

Free CRM for construction

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Followup CRM construction CRM & sales platform designed to help contractors measure, record & streamline the sales process.

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Progress ShareFile logo

Secure file sharing and sync

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Progress ShareFile provides users with the ability to send, receive and share large business files securely. Through the ShareFile portal, offer clients a personalized, company-branded and password-protected platform from which to collaborate on files.

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Travitor logo

Employee Training Software & LMS Platform

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Travitor is an LMS for employee training, onboarding, and compliance management. The platform includes courses in Harassment Prevention, OSHA Safety, Cybersecurity, HIPAA, plus professional development topics like Sales, Customer Service, Project Management, and Leadership.

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Bizagi logo

Digital transformation & business process management (BPM)

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Bizagi is a business process management (BPM) solution which enables users to model, improve & execute business processes through a graphic environment. The cloud version of Bizagi offers automation and modeler services including tools for building, optimizing, and publishing dynamic workflows.

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Precursive OBX logo

Customer Onboarding Management for Salesforce

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Take your onboarding experience to the next level. Create a repeatable and scalable process to ensure each customer is successful.

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ReloTalent logo

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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Plaid logo

Platform that enables apps to connect with bank accounts

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Plaid is a technology platform which allows users to create connections between applications and bank accounts to authenticate accounts, check balances in real time, verify identities, validate income, pull transaction data, and verify borrower assets

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TaskRay logo

Customer Onboarding Success in Salesforce

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TaskRay is the modern project management app for you and your team. Use it to quickly track, manage and communicate your work. Drag-and-drop actions, Chatter conversation and a beautiful, clean interface make project management in Salesforce awesome.

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Moxo logo

Streamline service orchestration processes for customers.

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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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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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FigsFlow logo
(0)

Cloud-based proposal software for accountants and firms

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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.

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Flows logo
(0)

Product adoption platform to streamline user onboarding

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Flows is a fully customizable product adoption platform for modern companies building onboarding and user engagement experiences.

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Lokulus logo
(0)

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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Mako Fintech logo
(0)

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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RIA Productivity Suite logo
(0)

Productivity Suite

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The RIA Productivity Suite from Docupace is a simplified, automated, and digital toolkit that empowers growth, scale, and streamlined operations for advisory firms. It comes with out-of-the-box capabilities and integrations that meet the flexibility needs and simple-delivery requirements of the RIA market, including CRM integration, a robust workflow engine, streamlined new account opening, and secure cloud-based document management.

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1Centre logo
(0)

Customer onboarding and decision software

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1Centre is a trade-credit and client onboarding software. The platform is mobile friendly and helps build relationships with SME clients.

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Access Approve logo
(0)

Cloud-based online trade application software

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Access Approve provides businesses and their customers a seamless onboarding process. The tool enables users to efficiently receive, assess and approve trade credit applications online.

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