Best Customer Onboarding Software
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Compare the Top Customer Onboarding Software as of March 2026
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What is Customer Onboarding Software?
Customer onboarding software helps businesses guide new customers through the setup, activation, and adoption of their products or services. It provides structured workflows, checklists, and progress tracking to ensure every customer receives a consistent onboarding experience. Many platforms include automated emails, in-app guidance, task reminders, and personalized content to improve engagement and reduce time-to-value. The software also offers analytics to help teams monitor customer health and identify bottlenecks in the onboarding process. Overall, customer onboarding software improves satisfaction, accelerates product adoption, and supports long-term customer success. Compare and read user reviews of the best Customer Onboarding software currently available using the table below. This list is updated regularly.
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1
Pipefy
Pipefy
Pipefy is the AI-driven Business Orchestration and Automation Technologies (BOAT) platform that delivers enterprise results in days, not months. Designed as a secure orchestration layer, Pipefy bridges the gap between rigid legacy systems (ERPs/CRMs) and agile business needs. It allows IT teams to centralize disparate processes under a single control plane, eliminating Shadow IT through an Adaptive Governance framework. Key Capabilities: • Process Orchestration: Manage complex, non-linear workflows across departments without replacing core systems. • Enterprise iPaaS: Native connectors for the main systems of records to unify data silos. • Agentic AI: Deploy autonomous AI agents for document analysis and task execution using a BYOLLM (Bring Your Own LLM) engine. • Security: SOC2 Type II and ISO 27001 certified with granular RBAC. Empower your team to modernize operations and reduce the development backlog with Pipefy.Starting Price: $20 (per-user billing) -
2
Eurekos
Eurekos
If you're looking for partner or customer onboarding software, Eurekos LMS is your ideal solution. The most effective way to reduce customer and partner churn is a swift onboarding process that delivers immediate value. Give every type of partner or customer a unique learning journey that’s exactly what they need to succeed. Eurekos’ smart onboarding has advanced automation rules and functionality that engages learners with the perfect path. Administrators benefit from advanced tools to track approvals, customize by persona, certifications, progress tracking, e-commerce, and integrations with third parties. Onboarding is rarely a simple straight line because learning itself is different for every learner. With Learning Journeys, you can create blended learning paths that address the unique needs and unpredictable routes learners take to master a subject.Starting Price: $550 USD/month -
3
CrankWheel
CrankWheel
Share your screen instantly while on a phone call with CrankWheel, for an engaging presentation. Send a link by text message, WhatsApp or email and the viewer can view it in any browser, on any device without installing anything. Designed for ease of use, CrankWheel is the best solution for sharing a screen with customers for business deals. CrankWheel is used to complement calls by insurance agents, mortgage advisors, solar advisors, digital agencies, educators and customer support specialists. Close deals on the first call! We show you whether they're paying attention. Over 50,000 users share their screen effortlessly with any prospect no matter their technical skill or device choice using our Chrome Extension. CrankWheel works over bad network connections, on obscure devices and old browsers. Mac, PC, iOS, Android, Internet Explorer, Blackberries - it always works!Starting Price: $15/month -
4
EasySend
EasySend
EasySend is a no‑code platform for building and automating digital journeys. Forget static forms—turn customer onboarding, applications, quotes, service requests and other processes into personalized, end‑to‑end workflows that work across every channel. You can launch powerful digital experiences without writing code, connect them to your CRM, ERP and other apps to manage customers at scale, and optimize them with built‑in e‑signatures, integrations and analytics. Trusted by enterprises worldwide, EasySend meets stringent security standards—including SOC 2, GDPR and HIPAA—and accelerates digital transformation from fast onboarding to enterprise‑grade solutions. -
5
Process Street
Process Street
Process Street is an AI-powered compliance operations platform that automates complex workflows, enforces standards, and tracks audit data in real time. Teams use it to create structured SOPs, assign tasks, collect data, and monitor execution with intelligent oversight. From onboarding and audits to vendor management and document control, Process Street ensures every step is followed and every action is logged. Built for regulated industries like financial services, healthcare, and manufacturing, it supports frameworks such as ISO, SOC 2, SOX, and HIPAA. With role-based permissions, audit logs, and powerful integrations, Process Street replaces static documents, spreadsheets, and manual processes with a single automated system of record. Use AI to streamline approvals, catch risks early, and generate audit-ready evidence. Trusted by teams at Cargill, DoorDash, Farmers Insurance, and Hartford Healthcare.Starting Price: $1500/month -
6
OnScreen
OnScreen
OnScreen is the leading Digital Adoption Platform (DAP) for SAP or Any browser-based enterprise application. Boost process efficiency and user productivity with just in time OnScreen guidance. Optimize SAP on-boarding, Increase Employee Productivity and Reduce Training costs by as much as 50%. Transform business users into super users with in application walkthroughs for SAP ECC, S4HANA or any Enterprise Application. OnScreen is Highly Rated for its Simplicity and Usability. Creating and managing content can be done in minutes by any subject matter expert or trainer. OnScreen Guides Users with live overlays directly in any web application like SAP, Salesforce, SuccessFactors, Ariba, Workday, Dynamics, Oracle and more. OnScreen has a very short ramp up time and requires no server installation or maintenance. OnScreen is for Enterprise organizations that want an Agile Digital Adoption Platform with flexible licensing that scales to ensure a very high ROI. -
7
SkyPrep
SkyPrep
SkyPrep is an intuitive online training software that helps organizations deliver, track, and optimize training to employees, customers, and partners with ease. Whether you are looking to onboard employees, train customers on your products, or keep up with compliance requirements, SkyPrep makes learning easy and effortless with its fully customizable and intuitive platform, along with its best-in-class customer support. Course delivery is quick and easy to set up by just dragging and dropping your content, and building the assessments that go with it. Everything is then tracked in real-time, and your users are self-guided with our automated emails and reminder system. All user scores, progress reports, and how their time is spent are consolidated into reports available to access at any time. Certification is also automated for bookkeeping. Other key features include Content Authoring Tool, Gamification, Knowledge Checks, AI-Like Chatbot, Skills Tracking. -
8
FROGED
FROGED Technologies
FROGED transforms the way companies connect with their customers by combining Human Touch + AI in one secure omnichannel platform. We help businesses deliver smarter, faster, and more personalized interactions—always putting people at the center of technology. With full visibility, traceability, and control, FROGED empowers agents and managers with centralized data to drive efficiency, productivity, and new revenue opportunities. Our solutions include: 1. Unified Omnichannel Inbox: All conversations, all channels, one place—without losing context or personalization. 2. Mass Campaigns & Conversational Marketing: Reach more customers with segmentation and hyper-personalization, turning one-to-many messages into meaningful one-to-one conversations. 3. AI Copilot, Agentic AI & AI Workflows: From summarizing interactions and automating Tier 1 support to creating custom workflows that integrate seamlessly with your tools.Starting Price: $32.5 per month -
9
intelliHR
intelliHR
intelliHR is an Australian HR technology business that has developed a next-generation cloud-based people management and data analytics platform. Our strategic HR SaaS product helps our customers: 1. Create a culture based on employee engagement 2. Enable performance through empowering employees 3. Give leaders real-time insights and visibility over their people Our aim is to become an essential core platform for every business to manage their talent providing the necessary tools to align, manage and enable a ‘people and culture strategy’ within a company’s broader business strategy. We add value through the automation of traditionally manual HR processes, like onboarding and record management, whilst capturing critical people and performance data not typically available or visible to business today, providing deep insight into issues, trends and opportunities that HR managers can act on and use to inform strategy and decision making.Starting Price: $3.60 / employee / month -
10
Coassemble
Coassemble
We are your first training platform for growing businesses. We're also much more than an online training platform - we turn people into the workplace hero by empowering you to deliver genuinely engaging training experiences your employees deserve, from beginning to end. Our exceptional customer service team is led by some of the industry's best US-based training experts! We'll show you how every area of our platform has been built to mold around your employees, allowing you to design a structured, visually stunning training experience that captures your employees' attention. With over 20+ course templates choose from, our incredible instructional designers have built a genuinely brilliant platform so you can create an excellent training course effortlessly. Drop your content into our onboarding template, marketing plan template, or sales playbook template, for example, and get started straight away – it is that simple!Starting Price: $49/month -
11
Userlane
Userlane
Userlane is a no-code Digital Adoption Platform that is designed to maximize software adoption by allowing anyone to master any software instantly. This is made possible with our step-by-step interactive guidance technology and on-demand Virtual Assistant that offers contextual and tailored support to software users whenever they need it. Our solution can be used for both employee onboarding and training (enterprise digital adoption) as well as customer onboarding and self-service (for software vendors). Our step-by-step, on-screen interactive guides lead users through digital processes in any browser-based software in real-time, helping them achieve their goals quickly and effortlessly. Userlane onboards employees and customers faster, reduces support tickets and costs (by up to 75%) and increases user satisfaction and productivity. Our DAP is the ideal solution for enterprises with a global, distributed workforce wanting to automate and scale their software training and support. -
12
Clustdoc
Clust Technologies
Clustdoc is a client onboarding and engagement platform that helps businesses deliver structured, professional onboarding experiences at scale. Instead of relying on back-and-forth emails, scattered documents, and manual follow-ups, Clustdoc brings every step of the onboarding journey into one organized digital workspace. Businesses can collect information, request documents, assign tasks, automate approvals, and guide clients through clear, milestone-based workflows , all in a single & secure environment. From the first interaction to full activation, clients always know what to do next. Internal teams gain real-time visibility into progress, eliminate unnecessary follow-ups, and ensure every onboarding is completed efficiently and consistently. Designed for service-based and relationship-driven organizations that care about revenue retention, compliance and customer experience.Starting Price: €190/month -
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Verify 365
Verify 365
Verify 365 is the advanced client onboarding solution for law firms, estate agents, accountants and IFAs. With Verify 365, you can rest assured that your clients are thoroughly vetted, saving you time and reducing the risk of fraud. Verify 365 offers biometric verification, ensuring that your clients are who they say they are. Verify 365 conducts thorough ID checks, including government-issued ID and address verification. Our AML checks ensure that your clients are not on any financial crime watchlists. We also perform source of funds checks to ensure that the money your clients are using is legitimate. Verify 365 also includes e-payment and e-signature capabilities, making the onboarding process fast and efficient. Verify 365 supports over 10,000 government-issued IDs from over 200 countries. Our global reach allows you to verify your clients from all corners of the world.Starting Price: $2,50 per verification -
14
Revver
Revver
Transform your document-dependent work from a burdensome task to a powerful source of growth and positive impact. Leap-frog the limits of traditional document management, and transform document-dependent work from unsecure, manual and burdensome busywork to a powerful source of growth and positive impact for organizations of all sizes and across a broad range of industries. Achieve business zen with Revver (formerly eFileCabinet), an advanced document management software. Revver combines a wide array of tools in one platform, including workflow automation, advanced search, and integrations with leading business tools. These powerful purpose-built features help business keep their heads above the flood of paper documents and eliminate the chaos of scattered digital assets.Starting Price: $9.95/month/user -
15
Userpilot
Userpilot
Userpilot is an all-in-one platform for Product & UX teams. It combines Product Analytics, In-app Engagement and In-app Surveys to help you increase product adoption through powerful in-app experiences, actionable product analytics and user feedback. Userpilot allows Product, UX, marketing and Customer Success teams to build user onboarding flows, launch product announcements, improve your UX & product adoption, provide self-serve support, and collect feedback in-app , all code-free. It also provides powerful Product Analytics tools (funnels, trends, paths, cohorts) so you can make informed, data-driven product decisions. With its Custom Dashboards, you can build bespoke analytics dashboards by dragging and droping your favorite reports or using a ready-made template. We also provide event autocapture and session replay. Integrations: Mixpanel, Amplitude, Heap, Intercom, Segment, Webhooks, HubSpot, Salesforce.Starting Price: $249 per month -
16
Rocketlane
Rocketlane
Running high-touch customer onboarding and software implementation projects? Rocketlane is a purpose-built software that helps you hit your project milestones on time, shorten your time to value & deliver a 5-star experience. Rocketlane brings project management, document collaboration, and communication together with a one-of-its-kind unified workspace that improves visibility, keeps customers accountable, brings consistency in your methodology, and elevates the customer experience. Rocketlane was rated #1 on Product Hunt and current work with Unicorns like Chargebee and many other fast-growing SaaS companies globally like Leadsquared, Joveo, Netcore, etc. Start your free trial today.Starting Price: $19/month/user -
17
Precursive
Precursive
Improve services delivery to maximize revenue by aligning sales, services and success teams on the platform that matters, Salesforce. Customer success starts with customer onboarding. Use repeatable playbooks for implementations to onboard customers faster, all within Salesforce. Mobilize teams quickly, schedule resources and make better use of your capacity. Plan, track and forecast your team's time and utilization. Precursive PSA gives you complete insight across all people and professional services to improve operational performance, 100% native to Salesforce.Starting Price: $20 per month -
18
Appcues
Appcues
Turn your product into a growth engine. Deliver the frictionless, product-led experiences your users demand. Grow your business faster with Appcues. Better user experiences lead to faster and more profitable growth. That’s why we developed the Product-Led Growth Platform. Appcues makes it easy to deliver exceptional user experiences at scale and unify your organization around the product as its greatest lever for growth. From initial evaluation to advocacy, Appcues helps companies deliver product experiences that create happier customers and scalable business growth. Wow users with personalized onboarding experiences. Make a great first impression. Onboard and activate users by delighting, educating, and guiding them to value quickly. Improve feature engagement and adoption rates by creating timely, contextual prompts and walkthroughs.Starting Price: $249 per month -
19
CustomerSuccessBox
CustomerSuccessBox
CustomerSuccessBox is an AI-powered customer success software for B2B SaaS. Backed with $1 Million in March 2018 by pi Ventures and Axilor Ventures, CustomerSuccessBox was built from a clear need for a solution that could deliver ‘proactive’ customer success. CustomerSuccessBox’s vision is to use artificial intelligence (AI) and machine learning (ML) to automate customer onboarding, product usage analysis, and user communication. In doing so, it expects to lower the cost of delivering customer success services and extend the lifetime value of the end customer. And more importantly to remove the dependency on a full-time CS ops role to configure and calibrate the Customer Success platform. With CSI, CustomerSuccessBox recommends specific next best action for each account coaching CSMs to be more effective. CustomerSuccessBox processes millions of activities from 250,000 plus end users every week and the patent-pending technology is built to handle ~ 2,200 events/second to monitor -
20
Apty
Apty
Apty is a Digital Adoption Platform (DAP) that helps enterprises scale process execution across the tools they already use—including custom-built apps. While other DAPs only support select tools, Apty works across Salesforce, Workday, ServiceNow, Oracle, and proprietary systems—without heavy lift or complexity. Get your teams executing faster, with fewer errors and measurable results—no matter what software they’re using. -
21
Moxo
Moxo
Moxo’s service orchestration platform transforms complex B2B relationships into seamless experiences. Business processes often fragment across departments, clients, vendors, and partners, creating inefficiency and risks. Our platform streamlines these workflows—turning disjointed experiences into smooth, efficient operations that reduce costs and enhance client satisfaction. Moxo accelerates critical processes including client onboarding, document collection, and exception handling. The results: faster completion times, reduced compliance risks, and superior client experiences. Leading institutions across financial services, consulting, legal, healthcare, and real estate—including Citibank and BNP Paribas —trust Moxo to orchestrate their mission-critical business relationships. -
22
Uzera
Uzera
Uzera is a modern onboarding and customer engagement platform designed for SaaS and digital product teams. It enables you to build interactive product demos, guided tours, smart onboarding checklists, and in-app surveys without writing code. With Uzera, you can show new users the right features at the right time, accelerate activation, and reduce early drop-off. The platform includes DemoX for creating clickable, website-embedded product demos that help prospects explore your product instantly. In-app tours and checklists guide users through essential workflows, while surveys and NPS tools gather real-time feedback directly inside the product. Uzera also includes behavioral analytics to track user journeys, feature adoption, engagement patterns, and drop-off points. These insights help product, marketing, and customer success teams optimize onboarding, improve retention, and drive product-led growth. Uzera integrates seamlessly with popular CRMs, analytics tools, and more.Starting Price: $99/month -
23
Whatfix
Whatfix
Whatfix is a leading Digital Adoption Platform that helps companies deliver modern and easy onboarding, effective training and better support to users through contextual content displayed at the time of need. Whatfix powers-up software solutions by lending incredible simplicity, intuitiveness and personalization. Several Fortune 500 enterprises worldwide trust Whatfix to ensure quick ROI on their technology investments and improve end-user productivity and performance. -
24
Tallyfy
Tallyfy
Tallyfy is Workflow Made Easy®. You can search everywhere – but you won’t find a more satisfying product that automates all your workflows, forms, tasks, processes, approvals and even documents. Tallyfy integrates beautifully with your existing apps. See what customers say. Tallyfy is a workflow and process management platform that lets you capture and automate every process in your company without coding, without flowcharts and without complexity. Many flowcharts, documentation tools and project management tools are pretty but ultimately – useless. Choose a task automation system that’s pretty and useful. If you want to permanently eliminate stress at work – start Tallyfying now. Capture tribal knowledge into a system. Create blueprints you can actually run – without complex flowcharts, messy documents or code. Training and automation has never been this powerful and easy. -
25
Mystro
Mystro
Mystro is a simple data collection and client onboarding tool built for speed, flexibility, scale, and growth. We bring together everything that's required to onboard clients and collect their information. Mystro products provide a flexible, modern and straightforward client-facing experience that satisfies today's customers' demands, saves you hours per deal and represents your business in the best way possible. Mystro makes complex forms simple and beautiful. The easy-to-use and feature-packed form builder lets you quickly create conversational multi-page online forms or start with pre-configured templates. A feature-rich document collection and eSign system will completely automate your document collection processes with auto-generated checklists, PDF merges, Digital Signatures and reminders. -
26
WalkMe
WalkMe
Empower users to keep pace with technology by enabling true digital adoption. WalkMe’s Digital Adoption Platform (DAP) makes it effortless to use any software, website, or app. Combined with proactive, step-by-step guidance, our comprehensive solution analyzes and automates processes so users can complete tasks easily in the moment of need. -
27
ZignSec
ZignSec
The best solution to business tasks of KYC, AML and verification procedure. Our software verifies over 3,000 government-issued documents from more than 190 countries. That's millions of verified identities a year and a lot of people working behind the scenes to help make the lives of millions, and one day billions, of people safer online. Automate the KYC & AML. Utilize the best customer experience. Award-winning customer due diligence software designed by ZignSec: 👉 Perform the verification quickly and in automated mode to give your users a great experience. 👉 Receive full compliance with the regulations and standards of eKYC with the platform that has successfully completed an audit by Big4. 👉 The best document recognition on the market, including non-Latin languages. 👉 Save money if your customer needs more than one attempt at verification. -
28
GuideCX
GuideCX
GuideCX® is a client implementation and onboarding project platform that helps you invite, guide, and engage internal and customer teams in a transparent process that delivers value faster. You only get one chance to make a first impression. A smooth and transparent client onboarding and software implementation process is key to putting your best foot forward. Get visibility when you’re onboarding new customers with the industry’s only enterprise-level reporting engine. The GUIDEcx Navigator gives you the ability to forecast, optimize, and automate your client onboarding. Customer retention is won and lost during the first 30 days of the onboarding experience. If you treat the customer onboarding experience as an afterthought, your contract with the client will become just that – and who wants to leave money on the table! -
29
SmartKarrot
SmartKarrot Inc
SmartKarrot is a cloud solution for Customer Success & Account Management, allowing teams to manage Customer Growth (Expansion, Retention & Renewal) with a platform focus on Intelligence & Automation. 1. Built on a foundation of Augmented Intelligence, SmartKarrot proactively handles complex use cases around Expansion & Retention. Across multiple products, service lines and geographies. 2. Our Intense focus on Automation & Playbooks allows our customers to scale efficiently. 3. Our New Age Design with a PLG mindset allows for a great experience for users. 4. Our unlimited user packages allows our clients to become truly Customer Centric, and enables great alignment within teams. -
30
Mitek
Mitek Systems
Mitek Systems is a leading provider of AI-driven identity verification and fraud prevention solutions designed to secure digital interactions across industries. Their platform offers seamless integration of biometric authentication, identity verification, geolocation, and fraud detection tools to protect customers at every touchpoint. Key products include biometric liveness detection for face, voice, and documents, check fraud detection, and passwordless authentication. Mitek’s solutions help businesses reduce financial losses by preventing account takeover and synthetic identity fraud while ensuring compliance with regulatory mandates such as KYC and AML. The company’s user-friendly no-code platform accelerates deployment and boosts customer confidence with simple, secure user experiences. Trusted by over 7,900 organizations worldwide, Mitek continues to innovate in identity verification and fraud defense.
