Best Customer Onboarding Software

Customer onboarding software reviews covering project templates, customer-facing portals, task automation, time-to-value tracking and integrations.

5 products

GUIDEcx
GUIDEcx

by GUIDEcx

No reviews yet

GUIDEcx is client onboarding software for B2B implementation teams, with shared project plans, a no-login customer portal and CRM-triggered automation.

Features

Has Onboarding project templates
Has Customer-facing project portal
Has Tasks assigned to customer contacts
Has Task dependencies and milestones
Has Automated status updates
Has Intake forms and data collection
Has Time-to-value and go-live reporting
Has Resource and capacity planning
Has Time tracking on projects
Has CRM deal-to-project handoff
Has Magic link access for customers
Missing Document collaboration and approvals
Has Gantt and timeline views
Has Onboarding satisfaction surveys
Has Shared inbox and chat per project
Has Custom fields and project views
Has Onboarding automation rules
Has Onboarding alerts in Slack and Teams
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Moxo
Moxo

by Moxo

No reviews yet

Moxo is customer onboarding and workflow software that runs client processes through branded no-login portals, with AI agents beside people. Sold by quote.

Features

Has Onboarding project templates
Has Customer-facing project portal
Has Tasks assigned to customer contacts
Has Task dependencies and milestones
Has Automated status updates
Has Intake forms and data collection
Has Time-to-value and go-live reporting
Missing Resource and capacity planning
Missing Time tracking on projects
Has CRM deal-to-project handoff
Has Magic link access for customers
Missing Document collaboration and approvals
Missing Gantt and timeline views
Missing Onboarding satisfaction surveys
Missing Shared inbox and chat per project
Missing Custom fields and project views
Has Onboarding automation rules
Missing Onboarding alerts in Slack and Teams
Visit Profile
OnRamp
OnRamp

by OnRamp

No reviews yet

OnRamp is customer onboarding software for B2B SaaS and client services teams, with a branded customer portal and CRM-triggered projects, sold by quote.

Features

Has Onboarding project templates
Has Customer-facing project portal
Has Tasks assigned to customer contacts
Has Task dependencies and milestones
Has Automated status updates
Has Intake forms and data collection
Has Time-to-value and go-live reporting
Has Resource and capacity planning
Has Time tracking on projects
Has CRM deal-to-project handoff
Has Magic link access for customers
Missing Document collaboration and approvals
Has Gantt and timeline views
Missing Onboarding satisfaction surveys
Has Shared inbox and chat per project
Has Custom fields and project views
Has Onboarding automation rules
Has Onboarding alerts in Slack and Teams
Visit Profile
Rocketlane
Rocketlane

by Rocketlane

No reviews yet

Rocketlane is customer onboarding and PSA software for implementation and services teams, with a branded portal where clients see tasks and approve work.

Features

Has Onboarding project templates
Has Customer-facing project portal
Has Tasks assigned to customer contacts
Has Task dependencies and milestones
Has Automated status updates
Has Intake forms and data collection
Has Time-to-value and go-live reporting
Has Resource and capacity planning
Has Time tracking on projects
Has CRM deal-to-project handoff
Has Magic link access for customers
Has Document collaboration and approvals
Has Gantt and timeline views
Has Onboarding satisfaction surveys
Has Shared inbox and chat per project
Has Custom fields and project views
Has Onboarding automation rules
Has Onboarding alerts in Slack and Teams
Visit Profile
Tallyfy
Tallyfy

by Tallyfy

No reviews yet

Tallyfy is workflow software for client and supplier onboarding: processes run from templates and guests finish their tasks from an emailed link. Sold per seat.

Features

Has Onboarding project templates
Has Customer-facing project portal
Has Tasks assigned to customer contacts
Missing Task dependencies and milestones
Has Automated status updates
Has Intake forms and data collection
Missing Time-to-value and go-live reporting
Missing Resource and capacity planning
Missing Time tracking on projects
Missing CRM deal-to-project handoff
Has Magic link access for customers
Missing Document collaboration and approvals
Missing Gantt and timeline views
Missing Onboarding satisfaction surveys
Has Shared inbox and chat per project
Has Custom fields and project views
Has Onboarding automation rules
Has Onboarding alerts in Slack and Teams
Visit Profile
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