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Client Onboarding
Stripe

Client Onboarding Software

Last updated: April 2026

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15 software options

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Sponsored

e-KHOOL LMS

5.0

(1)

5

1

4

0

3

0

2

0

1

0

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Corporate LMS, K12 LMS, University LMS, Coaching LMS

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

Assembly

4.8

(35)

5

29

4

5

3

1

2

0

1

0

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

The new standard for modern service businesses.

Create remarkable client experiences. CRM, portal, payments, tasks, contracts & more — with an AI Assistant that works for you.

Read more about Assembly

Users also considered

Eurekos

4.8

(44)

5

34

4

10

3

0

2

0

1

0

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Automate personalized training of customers & partners

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

Microcasting

4.8

(4)

5

3

4

1

3

0

2

0

1

0

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

AI-powered LMS to create, deliver & scale learning securely.

AI-powered Customer Experience & LMS Platform that transforms client onboarding into a guided, self-serve journey. Speed adoption, reduce support load, and help customers realize value faster with personalized training and real-time answers.

Read more about Microcasting

Users also considered

HoneyBook

4.7

(678)

5

562

4

75

3

24

2

8

1

9

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Client management for freelancers & SMBs

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

4.7

(650)

5

495

4

131

3

18

2

1

1

5

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

AI-enabled compliance operations platform.

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

WillowSpace

4.7

(6)

5

4

4

2

3

0

2

0

1

0

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Manage your clients simply, seamlessly and beautifully.

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.

Read more about WillowSpace

Users also considered

Skilljar Customer Education

4.6

(35)

5

24

4

9

3

1

2

1

1

0

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

The leading LMS for Customer and Partner Training

Skilljar is the leading external LMS to drive product adoption, increase net retention, and lower cost to support. The solution accelerates customer onboarding and engagement by enabling multimedia course creation, an intuitive and mobile-responsive learning environment and CRM data integrations.

Read more about Skilljar Customer Education

Users also considered

Intellum Platform

4.6

(15)

5

10

4

4

3

1

2

0

1

0

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

The Smartest Way to Educate Customer, Partners and Employees

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.

Read more about Intellum Platform

Users also considered

Pipefy

4.6

(320)

5

209

4

95

3

13

2

2

1

1

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Cloud-based and AI-powered process orchestration platform

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

WorkRamp

4.5

(81)

5

55

4

20

3

3

2

1

1

2

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Learning management system

WorkRamp is a learning management system (LMS) that empowers organizations to centralize and streamline employee and customer learning initiatives. Designed for businesses of all sizes, WorkRamp leverages AI-based features to help companies ramp up teams.

Read more about WorkRamp

Users also considered

Plaid

4.4

(100)

5

64

4

22

3

8

2

1

1

5

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Platform that enables apps to connect with bank accounts

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

Read more about Plaid

Users also considered

SmartKarrot

4.4

(37)

5

15

4

20

3

2

2

0

1

0

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Intelligent Customer Success & Account Management

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

4.0

(24)

5

8

4

11

3

4

2

0

1

1

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Streamline service orchestration processes for customers.

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

TrueKYC

(0)

Cloud-based KYC solution for small businesses.

TrueKYC streamlines client onboarding with secure digital links, customizable forms, and instant approvals. Collect IDs, addresses, or business details directly from customers and reduce delays, errors, and friction in your process.

Read more about TrueKYC

Users also considered

Related categories

Customer Success

Customer Journey Mapping Tools

Customer Retention

Customer Experience

Contact Management

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