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Top Free Client Onboarding Software

Check out our list of free Client Onboarding Software. Products featured on this list are the ones that offer a free trial version. As with most free versions, there are limitations, typically time or features.

If you'd like to see more products and to evaluate additional feature options, compare all Client Onboarding Software to ensure you get the right product.

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G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.
32 Client Onboarding Products Available
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Rocketlane
(780)4.7 out of 5
Optimized for quick response
1st Easiest To Use in Client Onboarding software
Save to My Lists
Free trial available
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Rocketlane is a next-gen PSA platform that unifies your projects, resources, and time into a single, powerful system. Run your entire service delivery engine effortlessly—keeping projects on track, op

    Users
    • Customer Success Manager
    • Software Engineer
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 55% Mid-Market
    • 29% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Rocketlane is a project management tool that is used to organize, track, and manage projects across various teams and clients.
    • Reviewers like the platform's intuitive user interface, robust templates, and the ability to customize it to their needs, as well as the supportive and responsive customer service.
    • Users mentioned issues with the platform's search functionality, occasional bugs and lags, limitations in reporting and analytics, and challenges with the onboarding process.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Rocketlane features and usability ratings that predict user satisfaction
    8.9
    Optimization
    Average: 8.6
    9.0
    Resources
    Average: 8.6
    8.8
    Content
    Average: 8.7
    9.2
    Ease of Use
    Average: 9.0
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Rocketlane Corp
    Company Website
    Year Founded
    2020
    HQ Location
    Walnut, US
    Twitter
    @RocketlaneHQ
    1,376 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    176 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Rocketlane is a next-gen PSA platform that unifies your projects, resources, and time into a single, powerful system. Run your entire service delivery engine effortlessly—keeping projects on track, op

Users
  • Customer Success Manager
  • Software Engineer
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 55% Mid-Market
  • 29% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Rocketlane is a project management tool that is used to organize, track, and manage projects across various teams and clients.
  • Reviewers like the platform's intuitive user interface, robust templates, and the ability to customize it to their needs, as well as the supportive and responsive customer service.
  • Users mentioned issues with the platform's search functionality, occasional bugs and lags, limitations in reporting and analytics, and challenges with the onboarding process.
Rocketlane features and usability ratings that predict user satisfaction
8.9
Optimization
Average: 8.6
9.0
Resources
Average: 8.6
8.8
Content
Average: 8.7
9.2
Ease of Use
Average: 9.0
Seller Details
Seller
Rocketlane Corp
Company Website
Year Founded
2020
HQ Location
Walnut, US
Twitter
@RocketlaneHQ
1,376 Twitter followers
LinkedIn® Page
www.linkedin.com
176 employees on LinkedIn®
GUIDEcx
(455)4.6 out of 5
4th Easiest To Use in Client Onboarding software
Save to My Lists
Entry Level Price:Starting at $4,700.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    GUIDEcx is the world's leading Client Onboarding solution that creates a seamless transition between your sales and implementation process. With over five years and 300,000 successful onboarding proje

    Users
    • Project Manager
    • Implementation Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 52% Mid-Market
    • 40% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • GUIDEcx features and usability ratings that predict user satisfaction
    8.2
    Optimization
    Average: 8.6
    8.4
    Resources
    Average: 8.6
    8.6
    Content
    Average: 8.7
    8.9
    Ease of Use
    Average: 9.0
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • IC
    GuideCX has allowed us to segment the types of projects we need to manage easily. We rely on GuideCX to onboard our customers, as well as manage on... Read review
    MP
    GUIDEcx takes the traditional project management software and gives it rocket fuel to make it useful for both company and the customer. The ability... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    GuideCX
    Year Founded
    2017
    HQ Location
    Lehi, Utah
    Twitter
    @guidecx
    176 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    52 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

GUIDEcx is the world's leading Client Onboarding solution that creates a seamless transition between your sales and implementation process. With over five years and 300,000 successful onboarding proje

Users
  • Project Manager
  • Implementation Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 52% Mid-Market
  • 40% Small-Business
GUIDEcx features and usability ratings that predict user satisfaction
8.2
Optimization
Average: 8.6
8.4
Resources
Average: 8.6
8.6
Content
Average: 8.7
8.9
Ease of Use
Average: 9.0
IC
GuideCX has allowed us to segment the types of projects we need to manage easily. We rely on GuideCX to onboard our customers, as well as manage on... Read review
MP
GUIDEcx takes the traditional project management software and gives it rocket fuel to make it useful for both company and the customer. The ability... Read review
Seller Details
Seller
GuideCX
Year Founded
2017
HQ Location
Lehi, Utah
Twitter
@guidecx
176 Twitter followers
LinkedIn® Page
www.linkedin.com
52 employees on LinkedIn®
Learn more

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Process Street
(447)4.6 out of 5
8th Easiest To Use in Client Onboarding software
Save to My Lists
Free trial available
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Process Street is a Compliance Operations Platform that helps teams run their most critical processes the right way, every time. Powered by AI agents, it ensures that policies are enforced, tasks are

    Users
    • CEO
    • Owner
    Industries
    • Real Estate
    • Information Technology and Services
    Market Segment
    • 70% Small-Business
    • 24% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Process Street is a platform designed to develop business processes, manage tasks, and provide a structured workflow for users.
    • Reviewers appreciate the platform's user-friendly interface, powerful automation features, and the ability to create detailed step-by-step guides with screenshots, which aids in task completion and team collaboration.
    • Reviewers mentioned issues such as occasional slow performance, difficulty in customizing analytics for each workflow template, and limitations in the platform's functionality, particularly in form design and the lack of certain advanced features in lower-tier plans.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Process Street features and usability ratings that predict user satisfaction
    8.6
    Optimization
    Average: 8.6
    8.3
    Resources
    Average: 8.6
    8.7
    Content
    Average: 8.7
    8.8
    Ease of Use
    Average: 9.0
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Process Street
    Company Website
    Year Founded
    2014
    HQ Location
    San Francisco, US
    Twitter
    @processstreet
    2,765 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    51 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Process Street is a Compliance Operations Platform that helps teams run their most critical processes the right way, every time. Powered by AI agents, it ensures that policies are enforced, tasks are

Users
  • CEO
  • Owner
Industries
  • Real Estate
  • Information Technology and Services
Market Segment
  • 70% Small-Business
  • 24% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Process Street is a platform designed to develop business processes, manage tasks, and provide a structured workflow for users.
  • Reviewers appreciate the platform's user-friendly interface, powerful automation features, and the ability to create detailed step-by-step guides with screenshots, which aids in task completion and team collaboration.
  • Reviewers mentioned issues such as occasional slow performance, difficulty in customizing analytics for each workflow template, and limitations in the platform's functionality, particularly in form design and the lack of certain advanced features in lower-tier plans.
Process Street features and usability ratings that predict user satisfaction
8.6
Optimization
Average: 8.6
8.3
Resources
Average: 8.6
8.7
Content
Average: 8.7
8.8
Ease of Use
Average: 9.0
Seller Details
Seller
Process Street
Company Website
Year Founded
2014
HQ Location
San Francisco, US
Twitter
@processstreet
2,765 Twitter followers
LinkedIn® Page
www.linkedin.com
51 employees on LinkedIn®
Vitally
(641)4.5 out of 5
Optimized for quick response
5th Easiest To Use in Client Onboarding software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Vitally is a Customer Success Platform that helps teams of every size deliver world-class customer experiences, meet unexpected challenges, operate more efficiently, and grow their business's bottom l

    Users
    • Customer Success Manager
    • CSM
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 55% Mid-Market
    • 42% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Vitally features and usability ratings that predict user satisfaction
    8.2
    Optimization
    Average: 8.6
    8.1
    Resources
    Average: 8.6
    8.2
    Content
    Average: 8.7
    8.5
    Ease of Use
    Average: 9.0
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Verified User in Computer Software
    AC
    We are a small startup, and the price point and customization allows us to scale our processes so much faster. Integrates with all of our platforms... Read review
    MH
    I've used a few CSM tools now, but Vitally has been an absolute game changer for us. I feel you get the product feature set of an enterprise tool,... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Vitally
    Company Website
    Year Founded
    2017
    HQ Location
    New York
    Twitter
    @vitally_io
    477 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    108 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Vitally is a Customer Success Platform that helps teams of every size deliver world-class customer experiences, meet unexpected challenges, operate more efficiently, and grow their business's bottom l

Users
  • Customer Success Manager
  • CSM
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 55% Mid-Market
  • 42% Small-Business
Vitally features and usability ratings that predict user satisfaction
8.2
Optimization
Average: 8.6
8.1
Resources
Average: 8.6
8.2
Content
Average: 8.7
8.5
Ease of Use
Average: 9.0
Verified User in Computer Software
AC
We are a small startup, and the price point and customization allows us to scale our processes so much faster. Integrates with all of our platforms... Read review
MH
I've used a few CSM tools now, but Vitally has been an absolute game changer for us. I feel you get the product feature set of an enterprise tool,... Read review
Seller Details
Seller
Vitally
Company Website
Year Founded
2017
HQ Location
New York
Twitter
@vitally_io
477 Twitter followers
LinkedIn® Page
www.linkedin.com
108 employees on LinkedIn®
Moxo
(176)4.5 out of 5
Optimized for quick response
11th Easiest To Use in Client Onboarding software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Streamline collaborative workflows with customers, vendors, and partners. With Moxo, accelerate processes from account acquisition, to onboarding, and servicing. Coordinate with customers, vendor

    Users
    • CEO
    • Owner
    Industries
    • Financial Services
    • Accounting
    Market Segment
    • 79% Small-Business
    • 20% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Moxo features and usability ratings that predict user satisfaction
    8.3
    Optimization
    Average: 8.6
    8.8
    Resources
    Average: 8.6
    9.0
    Content
    Average: 8.7
    8.9
    Ease of Use
    Average: 9.0
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Jae C.
    JC
    It has many useful functions included in MOXO platform that makes paying for other services for video calls, scheduling, signature, etc. obsolete.... Read review
    Hayes C.
    HC
    Moxo is the only software that can handle a high volume of projects while also delivering a beautiful UI for the clients. The app based system... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Moxo
    Company Website
    Year Founded
    2012
    HQ Location
    Cupertino, CA
    Twitter
    @PoweredByMoxo
    9,860 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    237 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Streamline collaborative workflows with customers, vendors, and partners. With Moxo, accelerate processes from account acquisition, to onboarding, and servicing. Coordinate with customers, vendor

Users
  • CEO
  • Owner
Industries
  • Financial Services
  • Accounting
Market Segment
  • 79% Small-Business
  • 20% Mid-Market
Moxo features and usability ratings that predict user satisfaction
8.3
Optimization
Average: 8.6
8.8
Resources
Average: 8.6
9.0
Content
Average: 8.7
8.9
Ease of Use
Average: 9.0
Jae C.
JC
It has many useful functions included in MOXO platform that makes paying for other services for video calls, scheduling, signature, etc. obsolete.... Read review
Hayes C.
HC
Moxo is the only software that can handle a high volume of projects while also delivering a beautiful UI for the clients. The app based system... Read review
Seller Details
Seller
Moxo
Company Website
Year Founded
2012
HQ Location
Cupertino, CA
Twitter
@PoweredByMoxo
9,860 Twitter followers
LinkedIn® Page
www.linkedin.com
237 employees on LinkedIn®
Learn more
CogniSaaS
(125)4.0 out of 5
29th Easiest To Use in Client Onboarding software
Save to My Lists
Free trial available
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    CogniSaaS is a customer-centric onboarding and implementation platform that helps enterprise SaaS businesses achieve faster time to value. It minimizes the usage of silos of tools; improves collaborat

    Users
    No information available
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 65% Mid-Market
    • 22% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • CogniSaaS is a platform designed to manage and track customer onboarding processes, enabling teams to collaborate and monitor work progress across different departments.
    • Users frequently mention the ability to easily manage daily tasks, track records of work, and monitor the progress of properties as beneficial aspects of using CogniSaaS.
    • Reviewers noted several issues with CogniSaaS, including slow response times, inconsistent task status updates, unreliable data saving, frequent glitches, and a time-consuming process due to the need for frequent page refreshes and slow data reflection.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • CogniSaaS features and usability ratings that predict user satisfaction
    6.9
    Optimization
    Average: 8.6
    6.8
    Resources
    Average: 8.6
    6.8
    Content
    Average: 8.7
    7.6
    Ease of Use
    Average: 9.0
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    CogniSaaS
    Year Founded
    2020
    HQ Location
    Bangalore, IN
    Twitter
    @cognisaas
    249 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    11 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

CogniSaaS is a customer-centric onboarding and implementation platform that helps enterprise SaaS businesses achieve faster time to value. It minimizes the usage of silos of tools; improves collaborat

Users
No information available
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 65% Mid-Market
  • 22% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • CogniSaaS is a platform designed to manage and track customer onboarding processes, enabling teams to collaborate and monitor work progress across different departments.
  • Users frequently mention the ability to easily manage daily tasks, track records of work, and monitor the progress of properties as beneficial aspects of using CogniSaaS.
  • Reviewers noted several issues with CogniSaaS, including slow response times, inconsistent task status updates, unreliable data saving, frequent glitches, and a time-consuming process due to the need for frequent page refreshes and slow data reflection.
CogniSaaS features and usability ratings that predict user satisfaction
6.9
Optimization
Average: 8.6
6.8
Resources
Average: 8.6
6.8
Content
Average: 8.7
7.6
Ease of Use
Average: 9.0
Seller Details
Seller
CogniSaaS
Year Founded
2020
HQ Location
Bangalore, IN
Twitter
@cognisaas
249 Twitter followers
LinkedIn® Page
www.linkedin.com
11 employees on LinkedIn®
Learn more
Dock
(142)4.9 out of 5
16th Easiest To Use in Client Onboarding software
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Dock organizes everything shared with customers in one workspace. Create deal rooms, onboarding hubs, and client portals that customers love.

    Users
    • Account Executive
    • CEO
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 54% Small-Business
    • 37% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Dock is a project management tool that allows users to create templates, track progress, and manage client interactions.
    • Reviewers like Dock's ease of use, customizable features, and the ability to centralize resources, with many praising its user-friendly interface, seamless collaboration, and efficient content sharing.
    • Users reported minor UI complaints, difficulties in data import, issues with boards and tags hierarchy, occasional bugs, and a desire for more integrations and features.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Dock features and usability ratings that predict user satisfaction
    8.4
    Optimization
    Average: 8.6
    8.9
    Resources
    Average: 8.6
    9.4
    Content
    Average: 8.7
    9.3
    Ease of Use
    Average: 9.0
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Dock
    Year Founded
    2021
    HQ Location
    San Francisco, California
    Twitter
    @Dock_us
    601 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    23 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Dock organizes everything shared with customers in one workspace. Create deal rooms, onboarding hubs, and client portals that customers love.

Users
  • Account Executive
  • CEO
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 54% Small-Business
  • 37% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Dock is a project management tool that allows users to create templates, track progress, and manage client interactions.
  • Reviewers like Dock's ease of use, customizable features, and the ability to centralize resources, with many praising its user-friendly interface, seamless collaboration, and efficient content sharing.
  • Users reported minor UI complaints, difficulties in data import, issues with boards and tags hierarchy, occasional bugs, and a desire for more integrations and features.
Dock features and usability ratings that predict user satisfaction
8.4
Optimization
Average: 8.6
8.9
Resources
Average: 8.6
9.4
Content
Average: 8.7
9.3
Ease of Use
Average: 9.0
Seller Details
Seller
Dock
Year Founded
2021
HQ Location
San Francisco, California
Twitter
@Dock_us
601 Twitter followers
LinkedIn® Page
www.linkedin.com
23 employees on LinkedIn®
Arrows
(47)4.8 out of 5
10th Easiest To Use in Client Onboarding software
Save to My Lists
Free trial available
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Sales rooms, onboarding plans, and client portals. All in one platform. Built for HubSpot. Send sales rooms & onboarding plans to your customers to build momentum and drive action. Give your enti

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 81% Small-Business
    • 19% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Arrows features and usability ratings that predict user satisfaction
    9.7
    Optimization
    Average: 8.6
    9.6
    Resources
    Average: 8.6
    9.5
    Content
    Average: 8.7
    9.4
    Ease of Use
    Average: 9.0
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Verified User in Food & Beverages
    AF
    Arrows make it easy to improve customer onboarding flow without making massive changes to the already existing processes we have in place. The... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Arrows
    Year Founded
    2018
    HQ Location
    Los Angeles, CA
    Twitter
    @ArrowsHQ
    104 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    20 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Sales rooms, onboarding plans, and client portals. All in one platform. Built for HubSpot. Send sales rooms & onboarding plans to your customers to build momentum and drive action. Give your enti

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 81% Small-Business
  • 19% Mid-Market
Arrows features and usability ratings that predict user satisfaction
9.7
Optimization
Average: 8.6
9.6
Resources
Average: 8.6
9.5
Content
Average: 8.7
9.4
Ease of Use
Average: 9.0
Verified User in Food & Beverages
AF
Arrows make it easy to improve customer onboarding flow without making massive changes to the already existing processes we have in place. The... Read review
Seller Details
Seller
Arrows
Year Founded
2018
HQ Location
Los Angeles, CA
Twitter
@ArrowsHQ
104 Twitter followers
LinkedIn® Page
www.linkedin.com
20 employees on LinkedIn®
Learn more
Enablix
(297)4.7 out of 5
Optimized for quick response
9th Easiest To Use in Client Onboarding software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Enablix is a comprehensive B2B enablement platform designed for modern organizations to deliver personalized digital experiences at scale throughout the customer lifecycle. It empowers revenue teams—i

    Users
    • Account Executive
    • BDR
    Industries
    • Computer Software
    • Financial Services
    Market Segment
    • 71% Mid-Market
    • 16% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Enablix is a content management and sharing platform that aims to improve sales efficiency by organizing content and providing insights.
    • Users like Enablix for its ease of use, ability to create and share content, integration with other platforms like Salesforce, and its tracking features that provide valuable data on client engagement.
    • Reviewers noted some limitations with Enablix, such as issues with email formatting, a lack of customization options for certain features, and difficulties in finding specific content without knowing the exact tag.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Enablix features and usability ratings that predict user satisfaction
    8.6
    Optimization
    Average: 8.6
    8.4
    Resources
    Average: 8.6
    8.6
    Content
    Average: 8.7
    9.1
    Ease of Use
    Average: 9.0
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Enablix
    Company Website
    Year Founded
    2017
    HQ Location
    Ashburn, VA
    Twitter
    @enablix
    46 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    15 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Enablix is a comprehensive B2B enablement platform designed for modern organizations to deliver personalized digital experiences at scale throughout the customer lifecycle. It empowers revenue teams—i

Users
  • Account Executive
  • BDR
Industries
  • Computer Software
  • Financial Services
Market Segment
  • 71% Mid-Market
  • 16% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Enablix is a content management and sharing platform that aims to improve sales efficiency by organizing content and providing insights.
  • Users like Enablix for its ease of use, ability to create and share content, integration with other platforms like Salesforce, and its tracking features that provide valuable data on client engagement.
  • Reviewers noted some limitations with Enablix, such as issues with email formatting, a lack of customization options for certain features, and difficulties in finding specific content without knowing the exact tag.
Enablix features and usability ratings that predict user satisfaction
8.6
Optimization
Average: 8.6
8.4
Resources
Average: 8.6
8.6
Content
Average: 8.7
9.1
Ease of Use
Average: 9.0
Seller Details
Seller
Enablix
Company Website
Year Founded
2017
HQ Location
Ashburn, VA
Twitter
@enablix
46 Twitter followers
LinkedIn® Page
www.linkedin.com
15 employees on LinkedIn®
Learn more
Userlane
(81)4.7 out of 5
26th Easiest To Use in Client Onboarding software
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Userlane’s Digital Adoption Platform is designed to make any software application easy to use by guiding people through processes in real-time and offering on-demand support directly within applicatio

    Users
    No information available
    Industries
    • Computer Software
    • Automotive
    Market Segment
    • 40% Enterprise
    • 38% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Userlane features and usability ratings that predict user satisfaction
    8.8
    Optimization
    Average: 8.6
    9.6
    Resources
    Average: 8.6
    9.1
    Content
    Average: 8.7
    8.9
    Ease of Use
    Average: 9.0
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Verified User in E-Learning
    CE
    Now we can familiarize our new customers with our software ecosystem very quickly Read review
    Verified User in Computer Software
    TC
    It's a bit challenging to start using at first but once you know it it's easy. I love that you can add links, info boxes and media to the tours... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Userlane
    Year Founded
    2016
    HQ Location
    Munich, Bavaria
    Twitter
    @UserlaneHQ
    7,452 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    82 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Userlane’s Digital Adoption Platform is designed to make any software application easy to use by guiding people through processes in real-time and offering on-demand support directly within applicatio

Users
No information available
Industries
  • Computer Software
  • Automotive
Market Segment
  • 40% Enterprise
  • 38% Mid-Market
Userlane features and usability ratings that predict user satisfaction
8.8
Optimization
Average: 8.6
9.6
Resources
Average: 8.6
9.1
Content
Average: 8.7
8.9
Ease of Use
Average: 9.0
Verified User in E-Learning
CE
Now we can familiarize our new customers with our software ecosystem very quickly Read review
Verified User in Computer Software
TC
It's a bit challenging to start using at first but once you know it it's easy. I love that you can add links, info boxes and media to the tours... Read review
Seller Details
Seller
Userlane
Year Founded
2016
HQ Location
Munich, Bavaria
Twitter
@UserlaneHQ
7,452 Twitter followers
LinkedIn® Page
www.linkedin.com
82 employees on LinkedIn®
Learn more
Cloud Coach
(160)4.5 out of 5
24th Easiest To Use in Client Onboarding software
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    From Onboarding to Professional Services and Success, post-sales teams are in constant dialogue with your customers. Touchpoints are fragmented, with colleagues working in system silos, driven by sepa

    Users
    • Project Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 52% Mid-Market
    • 28% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Cloud Coach features and usability ratings that predict user satisfaction
    7.4
    Optimization
    Average: 8.6
    8.6
    Resources
    Average: 8.6
    7.3
    Content
    Average: 8.7
    8.1
    Ease of Use
    Average: 9.0
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Verified User in Broadcast Media
    AB
    Single source of all project data Ability to report at all levels (project, programme, portfolio) Great interface for reports and... Read review
    Celicia D.
    CD
    Having a place where I can manage all my projects Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Cloud Coach
    Company Website
    Year Founded
    2005
    HQ Location
    Fort Collins, Colorado
    Twitter
    @cloudcoach
    118 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    48 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

From Onboarding to Professional Services and Success, post-sales teams are in constant dialogue with your customers. Touchpoints are fragmented, with colleagues working in system silos, driven by sepa

Users
  • Project Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 52% Mid-Market
  • 28% Small-Business
Cloud Coach features and usability ratings that predict user satisfaction
7.4
Optimization
Average: 8.6
8.6
Resources
Average: 8.6
7.3
Content
Average: 8.7
8.1
Ease of Use
Average: 9.0
Verified User in Broadcast Media
AB
Single source of all project data Ability to report at all levels (project, programme, portfolio) Great interface for reports and... Read review
Celicia D.
CD
Having a place where I can manage all my projects Read review
Seller Details
Seller
Cloud Coach
Company Website
Year Founded
2005
HQ Location
Fort Collins, Colorado
Twitter
@cloudcoach
118 Twitter followers
LinkedIn® Page
www.linkedin.com
48 employees on LinkedIn®
Learn more
Along
(60)4.9 out of 5
6th Easiest To Use in Client Onboarding software
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Along is a collaborative workspace for complex B2B sales. Like a virtual desk between sellers and buyers, the tool connects all stakeholders in a single interface. A shared task list (Mutual Action Pl

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 78% Small-Business
    • 22% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Along features and usability ratings that predict user satisfaction
    9.2
    Optimization
    Average: 8.6
    9.2
    Resources
    Average: 8.6
    9.6
    Content
    Average: 8.7
    9.7
    Ease of Use
    Average: 9.0
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Rajesh B.
    RB
    User-Friendly Interface : I am really concerned about the UI and along is very simple User-Friendly Interface. Enhanced Collaboration: The... Read review
    Radhika N.
    RN
    At first, I didn’t understand the product, but after exploring and asking many questions before purchasing, the team—especially Fred—was very... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Along
    Year Founded
    2022
    HQ Location
    Berlin, DE
    Twitter
    @alongtechnology
    30 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    14 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Along is a collaborative workspace for complex B2B sales. Like a virtual desk between sellers and buyers, the tool connects all stakeholders in a single interface. A shared task list (Mutual Action Pl

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 78% Small-Business
  • 22% Mid-Market
Along features and usability ratings that predict user satisfaction
9.2
Optimization
Average: 8.6
9.2
Resources
Average: 8.6
9.6
Content
Average: 8.7
9.7
Ease of Use
Average: 9.0
Rajesh B.
RB
User-Friendly Interface : I am really concerned about the UI and along is very simple User-Friendly Interface. Enhanced Collaboration: The... Read review
Radhika N.
RN
At first, I didn’t understand the product, but after exploring and asking many questions before purchasing, the team—especially Fred—was very... Read review
Seller Details
Seller
Along
Year Founded
2022
HQ Location
Berlin, DE
Twitter
@alongtechnology
30 Twitter followers
LinkedIn® Page
www.linkedin.com
14 employees on LinkedIn®
Learn more
Onboard
(38)5.0 out of 5
2nd Easiest To Use in Client Onboarding software
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Onboard (https://onboard.io) is Customer Onboarding Software built specifically for customer onboarding teams. Easily organize, automate & manage the customer onboarding process from handoff to l

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 74% Small-Business
    • 16% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Onboard features and usability ratings that predict user satisfaction
    9.4
    Optimization
    Average: 8.6
    10.0
    Resources
    Average: 8.6
    9.5
    Content
    Average: 8.7
    10.0
    Ease of Use
    Average: 9.0
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Verified User in Marketing and Advertising
    AM
    It's a huge time saver for our technical onboarding process. We're able to templetize and assign variables and plans that are dynamic instead of... Read review
    Verified User in Transportation/Trucking/Railroad
    UT
    The variable concept is super intuitive, we can spin up new onboarding programs in less than 2 minutes. More than that, our customers have enjoyed... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Onboard Software, Inc
    Company Website
    Year Founded
    2020
    HQ Location
    Birmingham, US
    Twitter
    @onboardio
    168 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    10 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Onboard (https://onboard.io) is Customer Onboarding Software built specifically for customer onboarding teams. Easily organize, automate & manage the customer onboarding process from handoff to l

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 74% Small-Business
  • 16% Mid-Market
Onboard features and usability ratings that predict user satisfaction
9.4
Optimization
Average: 8.6
10.0
Resources
Average: 8.6
9.5
Content
Average: 8.7
10.0
Ease of Use
Average: 9.0
Verified User in Marketing and Advertising
AM
It's a huge time saver for our technical onboarding process. We're able to templetize and assign variables and plans that are dynamic instead of... Read review
Verified User in Transportation/Trucking/Railroad
UT
The variable concept is super intuitive, we can spin up new onboarding programs in less than 2 minutes. More than that, our customers have enjoyed... Read review
Seller Details
Seller
Onboard Software, Inc
Company Website
Year Founded
2020
HQ Location
Birmingham, US
Twitter
@onboardio
168 Twitter followers
LinkedIn® Page
www.linkedin.com
10 employees on LinkedIn®
CustomerSuccessBox
(134)4.5 out of 5
23rd Easiest To Use in Client Onboarding software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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

    Users
    • Customer Success Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 73% Mid-Market
    • 22% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • CustomerSuccessBox features and usability ratings that predict user satisfaction
    8.5
    Optimization
    Average: 8.6
    8.3
    Resources
    Average: 8.6
    8.7
    Content
    Average: 8.7
    8.6
    Ease of Use
    Average: 9.0
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Verified User in Computer Software
    UC
    It seamlessly integrates with all our ticketing, invoicing systems, and our platform! Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    CustomerSuccessBox
    Year Founded
    2018
    HQ Location
    San Francisco, California
    Twitter
    @CustSuccessBox
    743 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    3 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • Customer Success Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 73% Mid-Market
  • 22% Small-Business
CustomerSuccessBox features and usability ratings that predict user satisfaction
8.5
Optimization
Average: 8.6
8.3
Resources
Average: 8.6
8.7
Content
Average: 8.7
8.6
Ease of Use
Average: 9.0
Verified User in Computer Software
UC
It seamlessly integrates with all our ticketing, invoicing systems, and our platform! Read review
Seller Details
Seller
CustomerSuccessBox
Year Founded
2018
HQ Location
San Francisco, California
Twitter
@CustSuccessBox
743 Twitter followers
LinkedIn® Page
www.linkedin.com
3 employees on LinkedIn®
Learn more
Baton
(40)4.4 out of 5
27th Easiest To Use in Client Onboarding software
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Baton is a SaaS implementation management platform that automates, simplifies and accelerates even the most complex customer onboarding projects. Baton is purpose-built for project participants to wo

    Users
    No information available
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 65% Mid-Market
    • 25% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Baton features and usability ratings that predict user satisfaction
    9.0
    Optimization
    Average: 8.6
    9.2
    Resources
    Average: 8.6
    8.9
    Content
    Average: 8.7
    8.6
    Ease of Use
    Average: 9.0
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • James G.
    JG
    I like being able to get all the tasks in a nice list and being able to organise projects. A very cool part of it is when you have tasks that are... Read review
    TT
    Ease and efficiency of use. It is a very intuitive user interface. It will be very easy to share with external clients to partner with us in... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Baton Technologies
    HQ Location
    New York , US
    Twitter
    @batonhq
    56 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    8 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Baton is a SaaS implementation management platform that automates, simplifies and accelerates even the most complex customer onboarding projects. Baton is purpose-built for project participants to wo

Users
No information available
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 65% Mid-Market
  • 25% Small-Business
Baton features and usability ratings that predict user satisfaction
9.0
Optimization
Average: 8.6
9.2
Resources
Average: 8.6
8.9
Content
Average: 8.7
8.6
Ease of Use
Average: 9.0
James G.
JG
I like being able to get all the tasks in a nice list and being able to organise projects. A very cool part of it is when you have tasks that are... Read review
TT
Ease and efficiency of use. It is a very intuitive user interface. It will be very easy to share with external clients to partner with us in... Read review
Seller Details
Seller
Baton Technologies
HQ Location
New York , US
Twitter
@batonhq
56 Twitter followers
LinkedIn® Page
www.linkedin.com
8 employees on LinkedIn®
Learn more
Flowla
(97)5.0 out of 5
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Flowla is a human-led, AI-powered automation tool designed for Sales, CS, and RevOps teams that offers: - Digital sales rooms & onboarding portals - Workflow automation - AI Agents It acts

    Users
    • Co-Founder
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 78% Small-Business
    • 13% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Flowla features and usability ratings that predict user satisfaction
    9.6
    Optimization
    Average: 8.6
    9.6
    Resources
    Average: 8.6
    9.5
    Content
    Average: 8.7
    9.9
    Ease of Use
    Average: 9.0
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Konrad R.
    KR
    It transforms our sales process into a stress-free, frictionless experience. Providing a great buying experience is paramount for us. Flowla as a... Read review
    Hakan B.
    HB
    In Commented, we are using Flowla for investor decks and sales processes. Sending a bunch of things in a trackable single link is really... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Flowla
    Year Founded
    2022
    HQ Location
    London, GB
    Twitter
    @Flowlacom
    51 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    16 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Flowla is a human-led, AI-powered automation tool designed for Sales, CS, and RevOps teams that offers: - Digital sales rooms & onboarding portals - Workflow automation - AI Agents It acts

Users
  • Co-Founder
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 78% Small-Business
  • 13% Mid-Market
Flowla features and usability ratings that predict user satisfaction
9.6
Optimization
Average: 8.6
9.6
Resources
Average: 8.6
9.5
Content
Average: 8.7
9.9
Ease of Use
Average: 9.0
Konrad R.
KR
It transforms our sales process into a stress-free, frictionless experience. Providing a great buying experience is paramount for us. Flowla as a... Read review
Hakan B.
HB
In Commented, we are using Flowla for investor decks and sales processes. Sending a bunch of things in a trackable single link is really... Read review
Seller Details
Seller
Flowla
Year Founded
2022
HQ Location
London, GB
Twitter
@Flowlacom
51 Twitter followers
LinkedIn® Page
www.linkedin.com
16 employees on LinkedIn®
Learn more
FuseBase
(102)4.7 out of 5
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    FUSEBASE – THE AI-POWERED WORKSPACE & AGENT PLATFORM FOR MODERN TEAMS FuseBase is the next-gen AI-powered workspace and agent platform designed to help growing companies automate work, unlock p

    Users
    • CEO
    Industries
    • Marketing and Advertising
    • Information Technology and Services
    Market Segment
    • 82% Small-Business
    • 15% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • FuseBase features and usability ratings that predict user satisfaction
    10.0
    Optimization
    Average: 8.6
    10.0
    Resources
    Average: 8.6
    10.0
    Content
    Average: 8.7
    9.5
    Ease of Use
    Average: 9.0
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Oleg S.
    OS
    Sometimes I can get distracted and Nimbus Note helps me write down my ideas before I forget them. It's on all my devices: laptop, mobile, tablet. I... Read review
    Reto R.
    RR
    The ease and efficiency to organize my whole life, my existence and my professional work and collaboration. To have my compelete archive on the... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Nimbus Web Inc
    Year Founded
    2014
    HQ Location
    Cleveland, ohio
    Twitter
    @nimbuswebinc
    2,960 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    36 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

FUSEBASE – THE AI-POWERED WORKSPACE & AGENT PLATFORM FOR MODERN TEAMS FuseBase is the next-gen AI-powered workspace and agent platform designed to help growing companies automate work, unlock p

Users
  • CEO
Industries
  • Marketing and Advertising
  • Information Technology and Services
Market Segment
  • 82% Small-Business
  • 15% Mid-Market
FuseBase features and usability ratings that predict user satisfaction
10.0
Optimization
Average: 8.6
10.0
Resources
Average: 8.6
10.0
Content
Average: 8.7
9.5
Ease of Use
Average: 9.0
Oleg S.
OS
Sometimes I can get distracted and Nimbus Note helps me write down my ideas before I forget them. It's on all my devices: laptop, mobile, tablet. I... Read review
Reto R.
RR
The ease and efficiency to organize my whole life, my existence and my professional work and collaboration. To have my compelete archive on the... Read review
Seller Details
Seller
Nimbus Web Inc
Year Founded
2014
HQ Location
Cleveland, ohio
Twitter
@nimbuswebinc
2,960 Twitter followers
LinkedIn® Page
www.linkedin.com
36 employees on LinkedIn®
Learn more
TaskRay
(157)4.3 out of 5
Optimized for quick response
25th Easiest To Use in Client Onboarding software
Save to My Lists
Entry Level Price:$25.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    TaskRay is your ultimate solution for streamlined project management and seamless customer onboarding—all within Salesforce. Empower your teams to create project plans, automate repetitive tasks, allo

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 49% Mid-Market
    • 43% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • TaskRay features and usability ratings that predict user satisfaction
    8.2
    Optimization
    Average: 8.6
    7.9
    Resources
    Average: 8.6
    7.5
    Content
    Average: 8.7
    8.3
    Ease of Use
    Average: 9.0
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Jaffe A.
    JA
    Great Salesforce integration (my users don't even know they are using a different product, Taskray is just another tab), very easy to use and... Read review
    Verified User in Information Technology and Services
    AI
    Because TaskRay is native to the Salesforce Platform we have been able to build an entire quality assurance system around it to not only manage... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    TaskRay
    Company Website
    Year Founded
    2010
    HQ Location
    Denver, CO
    Twitter
    @TaskRay
    409 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    52 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

TaskRay is your ultimate solution for streamlined project management and seamless customer onboarding—all within Salesforce. Empower your teams to create project plans, automate repetitive tasks, allo

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 49% Mid-Market
  • 43% Small-Business
TaskRay features and usability ratings that predict user satisfaction
8.2
Optimization
Average: 8.6
7.9
Resources
Average: 8.6
7.5
Content
Average: 8.7
8.3
Ease of Use
Average: 9.0
Jaffe A.
JA
Great Salesforce integration (my users don't even know they are using a different product, Taskray is just another tab), very easy to use and... Read review
Verified User in Information Technology and Services
AI
Because TaskRay is native to the Salesforce Platform we have been able to build an entire quality assurance system around it to not only manage... Read review
Seller Details
Seller
TaskRay
Company Website
Year Founded
2010
HQ Location
Denver, CO
Twitter
@TaskRay
409 Twitter followers
LinkedIn® Page
www.linkedin.com
52 employees on LinkedIn®
Copilot
(245)4.8 out of 5
20th Easiest To Use in Client Onboarding software
View top Consulting Services for Copilot
Save to My Lists
Entry Level Price:$39.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    For modern professional service businesses that want to streamline their operations internally and elevate the client experience externally, Copilot brings together client management, messaging, payme

    Users
    • Founder
    • CEO
    Industries
    • Marketing and Advertising
    • Accounting
    Market Segment
    • 96% Small-Business
    • 3% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Copilot is a client portal that provides a centralized platform for managing client information, communication, billing, and document sharing.
    • Reviewers frequently mention the ease of use, customization options, and the ability to integrate with other apps as key benefits of Copilot.
    • Users reported issues with limited customization options, high payment processing fees, and a lack of certain features due to the platform's relative newness.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Copilot features and usability ratings that predict user satisfaction
    7.1
    Optimization
    Average: 8.6
    5.7
    Resources
    Average: 8.6
    8.3
    Content
    Average: 8.7
    9.4
    Ease of Use
    Average: 9.0
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Copilot
    Company Website
    Year Founded
    2020
    HQ Location
    New York, US
    Twitter
    @copilot
    40,620 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    27 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

For modern professional service businesses that want to streamline their operations internally and elevate the client experience externally, Copilot brings together client management, messaging, payme

Users
  • Founder
  • CEO
Industries
  • Marketing and Advertising
  • Accounting
Market Segment
  • 96% Small-Business
  • 3% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Copilot is a client portal that provides a centralized platform for managing client information, communication, billing, and document sharing.
  • Reviewers frequently mention the ease of use, customization options, and the ability to integrate with other apps as key benefits of Copilot.
  • Users reported issues with limited customization options, high payment processing fees, and a lack of certain features due to the platform's relative newness.
Copilot features and usability ratings that predict user satisfaction
7.1
Optimization
Average: 8.6
5.7
Resources
Average: 8.6
8.3
Content
Average: 8.7
9.4
Ease of Use
Average: 9.0
Seller Details
Seller
Copilot
Company Website
Year Founded
2020
HQ Location
New York, US
Twitter
@copilot
40,620 Twitter followers
LinkedIn® Page
www.linkedin.com
27 employees on LinkedIn®
Motion.io
(17)4.9 out of 5
Optimized for quick response
21st Easiest To Use in Client Onboarding software
Save to My Lists
Entry Level Price:$57.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Motion.io is the all-in-one client work platform that combines automated workflows, branded portals, and powerful project management tools to streamline your client onboarding, communication, and proj

    Users
    No information available
    Industries
    • Marketing and Advertising
    Market Segment
    • 94% Small-Business
    • 6% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Motion.io features and usability ratings that predict user satisfaction
    7.7
    Optimization
    Average: 8.6
    8.2
    Resources
    Average: 8.6
    8.3
    Content
    Average: 8.7
    8.9
    Ease of Use
    Average: 9.0
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Antony L.
    AL
    Having the opportunity to straight away provide an agreement, a set time for someone to complete, get it signed off with a signature, a portal for... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Motion.io
    Company Website
    Year Founded
    2022
    HQ Location
    Boulder , US
    LinkedIn® Page
    www.linkedin.com
    11 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Motion.io is the all-in-one client work platform that combines automated workflows, branded portals, and powerful project management tools to streamline your client onboarding, communication, and proj

Users
No information available
Industries
  • Marketing and Advertising
Market Segment
  • 94% Small-Business
  • 6% Mid-Market
Motion.io features and usability ratings that predict user satisfaction
7.7
Optimization
Average: 8.6
8.2
Resources
Average: 8.6
8.3
Content
Average: 8.7
8.9
Ease of Use
Average: 9.0
Antony L.
AL
Having the opportunity to straight away provide an agreement, a set time for someone to complete, get it signed off with a signature, a portal for... Read review
Seller Details
Seller
Motion.io
Company Website
Year Founded
2022
HQ Location
Boulder , US
LinkedIn® Page
www.linkedin.com
11 employees on LinkedIn®
SmartTask
(64)4.5 out of 5
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    SmartTask is an online productivity tool that helps organizations streamline their workflows with ease. With customizations like Custom Charts, Custom Fields, Filtered views get the information you

    Users
    No information available
    Industries
    • Marketing and Advertising
    • Computer Software
    Market Segment
    • 86% Small-Business
    • 11% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • SmartTask features and usability ratings that predict user satisfaction
    10.0
    Optimization
    Average: 8.6
    10.0
    Resources
    Average: 8.6
    10.0
    Content
    Average: 8.7
    9.2
    Ease of Use
    Average: 9.0
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Verified User in Marketing and Advertising
    AM
    SmartTask has been an excellent investment for my agency. It replaced Slack. It is user-friendly, white-labeled, the UI is clean, and it comes with... Read review
    Verified User in Marketing and Advertising
    AM
    Many options to design the tool to your needs (time tracking, chat, comments, boards...) No lag, it works very fast. A nice feature : copy paste... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    SmartTask
    Year Founded
    2017
    HQ Location
    Cincinnati, Ohio
    Twitter
    @SmartTask_io
    115 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    9 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

SmartTask is an online productivity tool that helps organizations streamline their workflows with ease. With customizations like Custom Charts, Custom Fields, Filtered views get the information you

Users
No information available
Industries
  • Marketing and Advertising
  • Computer Software
Market Segment
  • 86% Small-Business
  • 11% Mid-Market
SmartTask features and usability ratings that predict user satisfaction
10.0
Optimization
Average: 8.6
10.0
Resources
Average: 8.6
10.0
Content
Average: 8.7
9.2
Ease of Use
Average: 9.0
Verified User in Marketing and Advertising
AM
SmartTask has been an excellent investment for my agency. It replaced Slack. It is user-friendly, white-labeled, the UI is clean, and it comes with... Read review
Verified User in Marketing and Advertising
AM
Many options to design the tool to your needs (time tracking, chat, comments, boards...) No lag, it works very fast. A nice feature : copy paste... Read review
Seller Details
Seller
SmartTask
Year Founded
2017
HQ Location
Cincinnati, Ohio
Twitter
@SmartTask_io
115 Twitter followers
LinkedIn® Page
www.linkedin.com
9 employees on LinkedIn®
Learn more
Stagebase
(12)4.5 out of 5
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Stagebase is an intuitive, purpose-built customer success engagement platform that helps customer success managers win at every stage, from onboarding and adoption to engagement and renewals. Unlike h

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 75% Small-Business
    • 17% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Stagebase features and usability ratings that predict user satisfaction
    7.5
    Optimization
    Average: 8.6
    7.5
    Resources
    Average: 8.6
    8.3
    Content
    Average: 8.7
    8.8
    Ease of Use
    Average: 9.0
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Hunter F.
    HF
    Stagebase creates a single point of truth for our client stakeholders, prevents miscommunications and keeps the entire team on the same page. Read review
    Verified User in Primary/Secondary Education
    UP
    Being able to create your own stages through a customer lifecycle! It is adaptive to the unique needs of our company. Great for using and training... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Stagebase
    Year Founded
    2019
    HQ Location
    Lehi, US
    Twitter
    @stagebase
    LinkedIn® Page
    www.linkedin.com
    5 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Stagebase is an intuitive, purpose-built customer success engagement platform that helps customer success managers win at every stage, from onboarding and adoption to engagement and renewals. Unlike h

Users
No information available
Industries
No information available
Market Segment
  • 75% Small-Business
  • 17% Mid-Market
Stagebase features and usability ratings that predict user satisfaction
7.5
Optimization
Average: 8.6
7.5
Resources
Average: 8.6
8.3
Content
Average: 8.7
8.8
Ease of Use
Average: 9.0
Hunter F.
HF
Stagebase creates a single point of truth for our client stakeholders, prevents miscommunications and keeps the entire team on the same page. Read review
Verified User in Primary/Secondary Education
UP
Being able to create your own stages through a customer lifecycle! It is adaptive to the unique needs of our company. Great for using and training... Read review
Seller Details
Seller
Stagebase
Year Founded
2019
HQ Location
Lehi, US
Twitter
@stagebase
LinkedIn® Page
www.linkedin.com
5 employees on LinkedIn®
Learn more
Clustdoc
(12)4.0 out of 5
Save to My Lists
Entry Level Price:€100.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Clustdoc is a client onboarding automation software used by modern teams to orchestrate, run and manage repeated industry-specific onboarding processes with clients or stakeholders. Stop chasing dat

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 75% Small-Business
    • 17% Enterprise
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Clustdoc features and usability ratings that predict user satisfaction
    9.6
    Optimization
    Average: 8.6
    10.0
    Resources
    Average: 8.6
    9.6
    Content
    Average: 8.7
    9.0
    Ease of Use
    Average: 9.0
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Mohan Hundre S.
    MS
    Clust Provides High Availability, best for Load balance, Cloud Management Services, web hosting. Low Price Availability, better... Read review
    Marta J.
    MJ
    Clust quickly became our software resource for the incorporation of customers. We also had the opportunity to try it as part of our bidding... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Clust
    Year Founded
    2018
    HQ Location
    paris, ile-de france
    LinkedIn® Page
    fr.linkedin.com
    15 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Clustdoc is a client onboarding automation software used by modern teams to orchestrate, run and manage repeated industry-specific onboarding processes with clients or stakeholders. Stop chasing dat

Users
No information available
Industries
No information available
Market Segment
  • 75% Small-Business
  • 17% Enterprise
Clustdoc features and usability ratings that predict user satisfaction
9.6
Optimization
Average: 8.6
10.0
Resources
Average: 8.6
9.6
Content
Average: 8.7
9.0
Ease of Use
Average: 9.0
Mohan Hundre S.
MS
Clust Provides High Availability, best for Load balance, Cloud Management Services, web hosting. Low Price Availability, better... Read review
Marta J.
MJ
Clust quickly became our software resource for the incorporation of customers. We also had the opportunity to try it as part of our bidding... Read review
Seller Details
Seller
Clust
Year Founded
2018
HQ Location
paris, ile-de france
LinkedIn® Page
fr.linkedin.com
15 employees on LinkedIn®
Learn more
UniFi
(14)4.8 out of 5
Save to My Lists
Entry Level Price:Starting at £9.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    UniFi is a powerful and innovative platform with limitless use cases for finance and all connected departments. You get an extensive range of features that can be combined for an unlimited number of

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 50% Small-Business
    • 29% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • UniFi features and usability ratings that predict user satisfaction
    8.3
    Optimization
    Average: 8.6
    7.8
    Resources
    Average: 8.6
    7.1
    Content
    Average: 8.7
    9.7
    Ease of Use
    Average: 9.0
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Luis U.
    LU
    The simplicity to manage in centralized way multiple network Ubiquiti devices such as Access point , switches and IP cameras. And the cost is free Read review
    Uma Mahesh M.
    UM
    UniFi is a book keeping service. It can be used for the month end reconciliation and financial reporting.The work load can be reduced using the... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    FinanSys Ltd
    Year Founded
    1998
    HQ Location
    London, City of London
    LinkedIn® Page
    www.linkedin.com
    1 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

UniFi is a powerful and innovative platform with limitless use cases for finance and all connected departments. You get an extensive range of features that can be combined for an unlimited number of

Users
No information available
Industries
No information available
Market Segment
  • 50% Small-Business
  • 29% Mid-Market
UniFi features and usability ratings that predict user satisfaction
8.3
Optimization
Average: 8.6
7.8
Resources
Average: 8.6
7.1
Content
Average: 8.7
9.7
Ease of Use
Average: 9.0
Luis U.
LU
The simplicity to manage in centralized way multiple network Ubiquiti devices such as Access point , switches and IP cameras. And the cost is free Read review
Uma Mahesh M.
UM
UniFi is a book keeping service. It can be used for the month end reconciliation and financial reporting.The work load can be reduced using the... Read review
Seller Details
Seller
FinanSys Ltd
Year Founded
1998
HQ Location
London, City of London
LinkedIn® Page
www.linkedin.com
1 employees on LinkedIn®
Learn more
Valuecase
(25)4.9 out of 5
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Yesterday, sales was a chaos of endless email streams, lost attachments, action plan spreadsheets, and overwhelmed prospects going dark. ‍ Today, sales is done with Valuecase. So prospects can move f

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 56% Mid-Market
    • 40% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Valuecase features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
    9.4
    Ease of Use
    Average: 9.0
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • LK
    Value Case helps us a lot in our daily work. New spaces can be set up in seconds and the creation of templates is also very intuitive and quick.... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Valuecase
    Year Founded
    2021
    HQ Location
    Hamburg, DE
    LinkedIn® Page
    www.linkedin.com
    13 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Yesterday, sales was a chaos of endless email streams, lost attachments, action plan spreadsheets, and overwhelmed prospects going dark. ‍ Today, sales is done with Valuecase. So prospects can move f

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 56% Mid-Market
  • 40% Small-Business
Valuecase features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
9.4
Ease of Use
Average: 9.0
LK
Value Case helps us a lot in our daily work. New spaces can be set up in seconds and the creation of templates is also very intuitive and quick.... Read review
Seller Details
Seller
Valuecase
Year Founded
2021
HQ Location
Hamburg, DE
LinkedIn® Page
www.linkedin.com
13 employees on LinkedIn®
Learn more
Ascendr
(8)4.7 out of 5
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Ascendr is an AI-powered operations platform designed for modern service and SaaS businesses that need to deliver high-value work efficiently, without relying on spreadsheets, Slack threads, or discon

    Users
    No information available
    Industries
    • Computer Software
    Market Segment
    • 63% Small-Business
    • 25% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Ascendr features and usability ratings that predict user satisfaction
    9.2
    Optimization
    Average: 8.6
    8.3
    Resources
    Average: 8.6
    9.2
    Content
    Average: 8.7
    9.0
    Ease of Use
    Average: 9.0
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Verified User in Consulting
    AC
    Because Ascendr is built by a team that come from a Customer Success bck ground the features have been tuned to deliver for my customers. Not only... Read review
    JL
    The clarity it gives across all our client projects. We've gone from juggling spreadsheets and disconnected tools to having one view of everything... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Ascendr
    Year Founded
    2015
    LinkedIn® Page
    www.linkedin.com
    1 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Ascendr is an AI-powered operations platform designed for modern service and SaaS businesses that need to deliver high-value work efficiently, without relying on spreadsheets, Slack threads, or discon

Users
No information available
Industries
  • Computer Software
Market Segment
  • 63% Small-Business
  • 25% Mid-Market
Ascendr features and usability ratings that predict user satisfaction
9.2
Optimization
Average: 8.6
8.3
Resources
Average: 8.6
9.2
Content
Average: 8.7
9.0
Ease of Use
Average: 9.0
Verified User in Consulting
AC
Because Ascendr is built by a team that come from a Customer Success bck ground the features have been tuned to deliver for my customers. Not only... Read review
JL
The clarity it gives across all our client projects. We've gone from juggling spreadsheets and disconnected tools to having one view of everything... Read review
Seller Details
Seller
Ascendr
Year Founded
2015
LinkedIn® Page
www.linkedin.com
1 employees on LinkedIn®
Learn more
EasySend
(23)4.4 out of 5
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    EasySend is a digital platform designed to transform manual processes and forms into efficient digital journeys. This low-code solution caters to a variety of customer-facing use cases, including cust

    Users
    No information available
    Industries
    • Insurance
    Market Segment
    • 52% Small-Business
    • 39% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • EasySend features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
    7.6
    Ease of Use
    Average: 9.0
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Verified User in Media Production
    GM
    EasySign is a fantastic tool that truly simplifies the process of managing documents. It’s user-friendly, efficient, and saves so much time.... Read review
    Aayush B.
    AB
    automating repetative tasks ,inbuilt template feature and clutter free tracker for esignature requests. Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    EasySend
    Company Website
    Year Founded
    2016
    HQ Location
    Tel Aviv, Israel
    Twitter
    @easy_send
    300 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    88 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

EasySend is a digital platform designed to transform manual processes and forms into efficient digital journeys. This low-code solution caters to a variety of customer-facing use cases, including cust

Users
No information available
Industries
  • Insurance
Market Segment
  • 52% Small-Business
  • 39% Mid-Market
EasySend features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
7.6
Ease of Use
Average: 9.0
Verified User in Media Production
GM
EasySign is a fantastic tool that truly simplifies the process of managing documents. It’s user-friendly, efficient, and saves so much time.... Read review
Aayush B.
AB
automating repetative tasks ,inbuilt template feature and clutter free tracker for esignature requests. Read review
Seller Details
Seller
EasySend
Company Website
Year Founded
2016
HQ Location
Tel Aviv, Israel
Twitter
@easy_send
300 Twitter followers
LinkedIn® Page
www.linkedin.com
88 employees on LinkedIn®
Scope
(3)5.0 out of 5
Save to My Lists
Entry Level Price:$49.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Scope.cx is a modern customer implementation system designed to help CX teams intelligently automate workflows, accelerate onboarding cycles, enhance customer engagement, and significantly improve tea

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 67% Small-Business
    • 33% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Scope features and usability ratings that predict user satisfaction
    0.0
    No information available
    10.0
    Resources
    Average: 8.6
    10.0
    Content
    Average: 8.7
    9.4
    Ease of Use
    Average: 9.0
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Juan Manuel B.
    JB
    I believe Scope is a great tool. Right when I created my account and started using it, I found it very intuitive. This one is, in fact, a light and... Read review
    Verified User in Consulting
    EC
    Scope does a great job of getting customers to respond and engage in the customer onboarding process. The dashboards allow our team to stay on top... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Scope
    Year Founded
    2022
    HQ Location
    San Jose, CA
    Twitter
    @scope_hq
    36 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    7 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Scope.cx is a modern customer implementation system designed to help CX teams intelligently automate workflows, accelerate onboarding cycles, enhance customer engagement, and significantly improve tea

Users
No information available
Industries
No information available
Market Segment
  • 67% Small-Business
  • 33% Mid-Market
Scope features and usability ratings that predict user satisfaction
0.0
No information available
10.0
Resources
Average: 8.6
10.0
Content
Average: 8.7
9.4
Ease of Use
Average: 9.0
Juan Manuel B.
JB
I believe Scope is a great tool. Right when I created my account and started using it, I found it very intuitive. This one is, in fact, a light and... Read review
Verified User in Consulting
EC
Scope does a great job of getting customers to respond and engage in the customer onboarding process. The dashboards allow our team to stay on top... Read review
Seller Details
Seller
Scope
Year Founded
2022
HQ Location
San Jose, CA
Twitter
@scope_hq
36 Twitter followers
LinkedIn® Page
www.linkedin.com
7 employees on LinkedIn®
BigSteps
(1)5.0 out of 5
Save to My Lists
Free trial available
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    BigSteps (bigsteps.io) is an all-in-one platform specifically designed for B2B SaaS customer onboarding and facilitation of a seamless post-sales journey. Widely used by modern businesses, BigSteps he

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • BigSteps features and usability ratings that predict user satisfaction
    10.0
    Optimization
    Average: 8.6
    10.0
    Resources
    Average: 8.6
    10.0
    Content
    Average: 8.7
    10.0
    Ease of Use
    Average: 9.0
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Verified User in Information Technology and Services
    UI
    I am impressed with the intuitive user interface, making navigation seamless for team members and clients. BigSteps serves as a centralized hub,... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    BigSteps (bigsteps.io)
    Year Founded
    1999
    HQ Location
    Delaware, USA
    Twitter
    @bigstepshq
    24 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    28 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

BigSteps (bigsteps.io) is an all-in-one platform specifically designed for B2B SaaS customer onboarding and facilitation of a seamless post-sales journey. Widely used by modern businesses, BigSteps he

Users
No information available
Industries
No information available
Market Segment
  • 100% Mid-Market
BigSteps features and usability ratings that predict user satisfaction
10.0
Optimization
Average: 8.6
10.0
Resources
Average: 8.6
10.0
Content
Average: 8.7
10.0
Ease of Use
Average: 9.0
Verified User in Information Technology and Services
UI
I am impressed with the intuitive user interface, making navigation seamless for team members and clients. BigSteps serves as a centralized hub,... Read review
Seller Details
Seller
BigSteps (bigsteps.io)
Year Founded
1999
HQ Location
Delaware, USA
Twitter
@bigstepshq
24 Twitter followers
LinkedIn® Page
www.linkedin.com
28 employees on LinkedIn®
Learn more
OkaySend
(2)5.0 out of 5
Save to My Lists
Entry Level Price:$30.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    It’s a fast, easy, and secure way to collect documents from clients. OkaySend is a document collection software solution designed to streamline the secure gathering, organization, and tracking of

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • OkaySend features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
    10.0
    Content
    Average: 8.7
    10.0
    Ease of Use
    Average: 9.0
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Ranjan K.
    RK
    As a business owner, finding tools that truly simplify operations is always a challenge, but OkaySend has been a game-changer for me. The ease of... Read review
    Christine D.
    CD
    Great templates, easy to customize, customer support is very responsive. Integrates with my other tools and removes barriers to customer document... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Let Me Search
    Year Founded
    2021
    HQ Location
    Dodge City, US
    LinkedIn® Page
    www.linkedin.com
    1 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

It’s a fast, easy, and secure way to collect documents from clients. OkaySend is a document collection software solution designed to streamline the secure gathering, organization, and tracking of

Users
No information available
Industries
No information available
Market Segment
  • 100% Small-Business
OkaySend features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
10.0
Content
Average: 8.7
10.0
Ease of Use
Average: 9.0
Ranjan K.
RK
As a business owner, finding tools that truly simplify operations is always a challenge, but OkaySend has been a game-changer for me. The ease of... Read review
Christine D.
CD
Great templates, easy to customize, customer support is very responsive. Integrates with my other tools and removes barriers to customer document... Read review
Seller Details
Seller
Let Me Search
Year Founded
2021
HQ Location
Dodge City, US
LinkedIn® Page
www.linkedin.com
1 employees on LinkedIn®
Learn more
Tallyfy
(6)4.9 out of 5
Save to My Lists
Entry Level Price:$30.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Tallyfy eliminates chaos from your business processes. It's beautiful workflow software that turns your daily tasks and approvals into automated, repeatable processes – freeing up your time. Customer

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 50% Mid-Market
    • 50% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Tallyfy features and usability ratings that predict user satisfaction
    6.7
    Optimization
    Average: 8.6
    8.3
    Resources
    Average: 8.6
    10.0
    Content
    Average: 8.7
    10.0
    Ease of Use
    Average: 9.0
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • James S.
    JS
    a single place to keep business processes - with an easy to use checklist when going through them - great for doucumenting steps Read review
    Verified User in Legal Services
    UL
    Great product to not only create systems and processes but also to push your customers to give you the information/documents needed. It's also... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Tallyfy
    HQ Location
    St Louis, MO
    Twitter
    @tallyfy
    584 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    12 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Tallyfy eliminates chaos from your business processes. It's beautiful workflow software that turns your daily tasks and approvals into automated, repeatable processes – freeing up your time. Customer

Users
No information available
Industries
No information available
Market Segment
  • 50% Mid-Market
  • 50% Small-Business
Tallyfy features and usability ratings that predict user satisfaction
6.7
Optimization
Average: 8.6
8.3
Resources
Average: 8.6
10.0
Content
Average: 8.7
10.0
Ease of Use
Average: 9.0
James S.
JS
a single place to keep business processes - with an easy to use checklist when going through them - great for doucumenting steps Read review
Verified User in Legal Services
UL
Great product to not only create systems and processes but also to push your customers to give you the information/documents needed. It's also... Read review
Seller Details
Seller
Tallyfy
HQ Location
St Louis, MO
Twitter
@tallyfy
584 Twitter followers
LinkedIn® Page
www.linkedin.com
12 employees on LinkedIn®
Learn more
Noloco
(30)4.8 out of 5
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Noloco is a no-code platform for teams to instantly create apps from their business data. SMBs use Noloco to create internal tools, customer-facing apps and custom software around their existing data

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 87% Small-Business
    • 10% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Noloco features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
    9.2
    Ease of Use
    Average: 9.0
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Juan S. R.
    JR
    It is very easy to use. Even non-technical users can create powerful applications with No Loco. It is very flexible. No Loco can be used to create... Read review
    Lindsey A.
    LA
    No code, easy to build and easy to integrate database / airtable via Zapier Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Noloco
    Company Website
    Year Founded
    2021
    HQ Location
    Dublin, IE
    Twitter
    @NolocoHQ
    1,302 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    15 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Noloco is a no-code platform for teams to instantly create apps from their business data. SMBs use Noloco to create internal tools, customer-facing apps and custom software around their existing data

Users
No information available
Industries
No information available
Market Segment
  • 87% Small-Business
  • 10% Mid-Market
Noloco features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
9.2
Ease of Use
Average: 9.0
Juan S. R.
JR
It is very easy to use. Even non-technical users can create powerful applications with No Loco. It is very flexible. No Loco can be used to create... Read review
Lindsey A.
LA
No code, easy to build and easy to integrate database / airtable via Zapier Read review
Seller Details
Seller
Noloco
Company Website
Year Founded
2021
HQ Location
Dublin, IE
Twitter
@NolocoHQ
1,302 Twitter followers
LinkedIn® Page
www.linkedin.com
15 employees on LinkedIn®
Learn more