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Best Client Onboarding Software for Medium-Sized Businesses

Subhransu Sahu
SS
Researched and written by Subhransu Sahu

Products classified in the overall Client Onboarding category are similar in many regards and help companies of all sizes solve their business problems. However, medium-sized business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Medium-Sized Business Client Onboarding to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Medium-Sized Business Client Onboarding category.

In addition to qualifying for inclusion in the Client Onboarding Software category, to qualify for inclusion in the Medium-Sized Business Client Onboarding Software category, a product must have at least 10 reviews left by a reviewer from a medium-sized business.

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.

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20 Listings in Client Onboarding Available
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ChurnZero
(1,421)4.7 out of 5
Optimized for quick response
3rd 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.

    ChurnZero is the platform and partner for customer growth. ChurnZero’s dynamic health and relationship scores, forecasting, reporting, trend tracking, and proprietary Customer Success AI™ tell you

    Users
    • Customer Success Manager
    • Director of Customer Success
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 63% Mid-Market
    • 29% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • ChurnZero Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    159
    Customer Support
    100
    Helpful
    87
    Efficiency
    77
    Automation
    76
    Cons
    Learning Curve
    63
    Not Intuitive
    44
    Steep Learning Curve
    42
    Complexity
    35
    Missing Features
    34
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • ChurnZero features and usability ratings that predict user satisfaction
    8.7
    Optimization
    Average: 8.6
    8.6
    Resources
    Average: 8.6
    8.5
    Content
    Average: 8.7
    8.5
    Ease of Use
    Average: 9.0
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    ChurnZero
    Company Website
    Year Founded
    2015
    HQ Location
    Washington, District of Columbia
    Twitter
    @churnzero
    1,838 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    149 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

ChurnZero is the platform and partner for customer growth. ChurnZero’s dynamic health and relationship scores, forecasting, reporting, trend tracking, and proprietary Customer Success AI™ tell you

Users
  • Customer Success Manager
  • Director of Customer Success
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 63% Mid-Market
  • 29% Small-Business
ChurnZero Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
159
Customer Support
100
Helpful
87
Efficiency
77
Automation
76
Cons
Learning Curve
63
Not Intuitive
44
Steep Learning Curve
42
Complexity
35
Missing Features
34
ChurnZero features and usability ratings that predict user satisfaction
8.7
Optimization
Average: 8.6
8.6
Resources
Average: 8.6
8.5
Content
Average: 8.7
8.5
Ease of Use
Average: 9.0
Seller Details
Seller
ChurnZero
Company Website
Year Founded
2015
HQ Location
Washington, District of Columbia
Twitter
@churnzero
1,838 Twitter followers
LinkedIn® Page
www.linkedin.com
149 employees on LinkedIn®
Get a quote
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.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Rocketlane Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    286
    Project Management
    191
    Project Tracking
    136
    Task Management
    115
    Time Tracking
    110
    Cons
    Missing Features
    58
    Slow Loading
    53
    Slow Performance
    51
    Task Management
    37
    Learning Curve
    36
  • 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 Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
286
Project Management
191
Project Tracking
136
Task Management
115
Time Tracking
110
Cons
Missing Features
58
Slow Loading
53
Slow Performance
51
Task Management
37
Learning Curve
36
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®

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Planhat
(699)4.6 out of 5
Optimized for quick response
13th 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.

    Planhat is a customer platform that provides software and services to help organizations grow lifelong customers. Our platform powers sales, service and customer success products that scale with our c

    Users
    • Customer Success Manager
    • Head of Customer Success
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 61% Mid-Market
    • 32% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Planhat Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    106
    Customer Support
    83
    Helpful
    59
    Positive Experience
    58
    Customer Experience
    48
    Cons
    Learning Curve
    45
    Steep Learning Curve
    36
    Missing Features
    30
    Complexity
    29
    Integration Issues
    29
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Planhat features and usability ratings that predict user satisfaction
    8.2
    Optimization
    Average: 8.6
    7.9
    Resources
    Average: 8.6
    8.2
    Content
    Average: 8.7
    8.4
    Ease of Use
    Average: 9.0
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Planhat
    Company Website
    Year Founded
    2015
    HQ Location
    Stockholm, Stockholm County
    Twitter
    @Planhat
    1,040 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    179 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Planhat is a customer platform that provides software and services to help organizations grow lifelong customers. Our platform powers sales, service and customer success products that scale with our c

Users
  • Customer Success Manager
  • Head of Customer Success
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 61% Mid-Market
  • 32% Small-Business
Planhat Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
106
Customer Support
83
Helpful
59
Positive Experience
58
Customer Experience
48
Cons
Learning Curve
45
Steep Learning Curve
36
Missing Features
30
Complexity
29
Integration Issues
29
Planhat features and usability ratings that predict user satisfaction
8.2
Optimization
Average: 8.6
7.9
Resources
Average: 8.6
8.2
Content
Average: 8.7
8.4
Ease of Use
Average: 9.0
Seller Details
Seller
Planhat
Company Website
Year Founded
2015
HQ Location
Stockholm, Stockholm County
Twitter
@Planhat
1,040 Twitter followers
LinkedIn® Page
www.linkedin.com
179 employees on LinkedIn®
Get a quote
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
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • GUIDEcx Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    86
    Task Management
    45
    Project Management
    39
    Project Tracking
    36
    Task Tracking
    35
    Cons
    Missing Features
    27
    Missing Functionality
    16
    Email Functionality
    14
    Email Issues
    14
    Limited Features
    14
  • 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
  • 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 Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
86
Task Management
45
Project Management
39
Project Tracking
36
Task Tracking
35
Cons
Missing Features
27
Missing Functionality
16
Email Functionality
14
Email Issues
14
Limited Features
14
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
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®
Read GUIDEcx Reviews
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
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Vitally Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    174
    Customization
    76
    Integrations
    72
    Customer Support
    60
    Intuitive
    57
    Cons
    Complexity
    47
    Integration Issues
    33
    Not Intuitive
    30
    Steep Learning Curve
    30
    Missing Functionality
    28
  • 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
  • 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 Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
174
Customization
76
Integrations
72
Customer Support
60
Intuitive
57
Cons
Complexity
47
Integration Issues
33
Not Intuitive
30
Steep Learning Curve
30
Missing Functionality
28
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
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®
Totango
(1,073)4.3 out of 5
Optimized for quick response
22nd 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.

    Totango is a trusted Customer Success Platform designed to assist enterprises drive growth and deliver exceptional value to their customers. This platform integrates three key components: Totango Cust

    Users
    • Customer Success Manager
    • CSM
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 58% Mid-Market
    • 23% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Totango Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    214
    Helpful
    102
    Customer Support
    97
    Customization
    97
    Intuitive
    80
    Cons
    Learning Curve
    82
    Integration Issues
    73
    Missing Features
    62
    Limitations
    56
    Lack of Integration
    46
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Totango features and usability ratings that predict user satisfaction
    8.0
    Optimization
    Average: 8.6
    8.3
    Resources
    Average: 8.6
    7.9
    Content
    Average: 8.7
    8.2
    Ease of Use
    Average: 9.0
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Totango
    Company Website
    Year Founded
    2010
    HQ Location
    Redwood City, CA
    Twitter
    @Totango
    7,424 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    251 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Totango is a trusted Customer Success Platform designed to assist enterprises drive growth and deliver exceptional value to their customers. This platform integrates three key components: Totango Cust

Users
  • Customer Success Manager
  • CSM
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 58% Mid-Market
  • 23% Small-Business
Totango Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
214
Helpful
102
Customer Support
97
Customization
97
Intuitive
80
Cons
Learning Curve
82
Integration Issues
73
Missing Features
62
Limitations
56
Lack of Integration
46
Totango features and usability ratings that predict user satisfaction
8.0
Optimization
Average: 8.6
8.3
Resources
Average: 8.6
7.9
Content
Average: 8.7
8.2
Ease of Use
Average: 9.0
Seller Details
Seller
Totango
Company Website
Year Founded
2010
HQ Location
Redwood City, CA
Twitter
@Totango
7,424 Twitter followers
LinkedIn® Page
www.linkedin.com
251 employees on LinkedIn®
Get a quote
EverAfter
(136)4.6 out of 5
18th 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.

    With EverAfter you can craft digital journeys that are scalable, customer-facing, engaging and outcome driven. With our platform you can personalize every step, push users to take action, and keep the

    Users
    • Customer Success Manager
    • CSM
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 60% Mid-Market
    • 28% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • EverAfter Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    44
    Customer Support
    29
    Customization
    23
    Integrations
    21
    Intuitive
    20
    Cons
    Missing Features
    8
    Slow Performance
    8
    Complexity
    7
    Learning Curve
    6
    Initial Overwhelm
    5
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • EverAfter features and usability ratings that predict user satisfaction
    8.5
    Optimization
    Average: 8.6
    8.0
    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
    EverAfter
    Company Website
    HQ Location
    Tel Aviv, IL
    LinkedIn® Page
    www.linkedin.com
    37 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

With EverAfter you can craft digital journeys that are scalable, customer-facing, engaging and outcome driven. With our platform you can personalize every step, push users to take action, and keep the

Users
  • Customer Success Manager
  • CSM
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 60% Mid-Market
  • 28% Small-Business
EverAfter Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
44
Customer Support
29
Customization
23
Integrations
21
Intuitive
20
Cons
Missing Features
8
Slow Performance
8
Complexity
7
Learning Curve
6
Initial Overwhelm
5
EverAfter features and usability ratings that predict user satisfaction
8.5
Optimization
Average: 8.6
8.0
Resources
Average: 8.6
8.7
Content
Average: 8.7
8.8
Ease of Use
Average: 9.0
Seller Details
Seller
EverAfter
Company Website
HQ Location
Tel Aviv, IL
LinkedIn® Page
www.linkedin.com
37 employees on LinkedIn®
Get a quote
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
    • Owner
    • CEO
    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.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Process Street Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    105
    Task Management
    58
    Efficiency
    47
    Process Efficiency
    41
    Team Collaboration
    41
    Cons
    Learning Curve
    28
    Learning Difficulty
    26
    Complexity
    19
    Missing Features
    18
    Limited Customization
    16
  • 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
  • Owner
  • CEO
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 Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
105
Task Management
58
Efficiency
47
Process Efficiency
41
Team Collaboration
41
Cons
Learning Curve
28
Learning Difficulty
26
Complexity
19
Missing Features
18
Limited Customization
16
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®
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
  • 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
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®
Read Userlane Reviews
ClientSuccess
(422)4.4 out of 5
17th 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.

    ClientSuccess is revolutionizing the way SaaS companies manage, retain, and grow their existing customer base. We deliver a holistic, personal approach to managing success throughout the customer life

    Users
    • Customer Success Manager
    • Director of Customer Success
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 55% Mid-Market
    • 42% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • ClientSuccess Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customer Support
    4
    Client Management
    3
    Ease of Use
    3
    Email Automation
    3
    Engagement Improvement
    3
    Cons
    Limited Features
    3
    Field Limitations
    2
    Limited Customization
    2
    Missing Features
    2
    Bugs
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • ClientSuccess features and usability ratings that predict user satisfaction
    8.2
    Optimization
    Average: 8.6
    8.2
    Resources
    Average: 8.6
    8.3
    Content
    Average: 8.7
    8.9
    Ease of Use
    Average: 9.0
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    ClientSuccess
    Year Founded
    2014
    HQ Location
    American Fork, UT
    Twitter
    @clientsuccess
    2,178 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    38 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

ClientSuccess is revolutionizing the way SaaS companies manage, retain, and grow their existing customer base. We deliver a holistic, personal approach to managing success throughout the customer life

Users
  • Customer Success Manager
  • Director of Customer Success
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 55% Mid-Market
  • 42% Small-Business
ClientSuccess Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customer Support
4
Client Management
3
Ease of Use
3
Email Automation
3
Engagement Improvement
3
Cons
Limited Features
3
Field Limitations
2
Limited Customization
2
Missing Features
2
Bugs
1
ClientSuccess features and usability ratings that predict user satisfaction
8.2
Optimization
Average: 8.6
8.2
Resources
Average: 8.6
8.3
Content
Average: 8.7
8.9
Ease of Use
Average: 9.0
Seller Details
Seller
ClientSuccess
Year Founded
2014
HQ Location
American Fork, UT
Twitter
@clientsuccess
2,178 Twitter followers
LinkedIn® Page
www.linkedin.com
38 employees on LinkedIn®
Read ClientSuccess Reviews
Custify
(421)4.6 out of 5
12th 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.

    Custify is the customer success platform designed to help SaaS businesses reduce churn, boost customer lifetime value, and deliver world-class customer experiences. With an intuitive interface and pow

    Users
    • Customer Success Manager
    • Senior Customer Success Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 63% Small-Business
    • 32% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Custify Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    101
    Customer Support
    57
    Automation
    47
    Intuitive
    40
    Integrations
    37
    Cons
    Missing Features
    19
    Email Functionality
    16
    Limited Customization
    12
    Limited Features
    11
    Not Intuitive
    11
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Custify features and usability ratings that predict user satisfaction
    8.5
    Optimization
    Average: 8.6
    7.8
    Resources
    Average: 8.6
    8.1
    Content
    Average: 8.7
    9.0
    Ease of Use
    Average: 9.0
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Custify
    Year Founded
    2017
    HQ Location
    Bucharest, Romania
    Twitter
    @CustifySRL
    638 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    29 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Custify is the customer success platform designed to help SaaS businesses reduce churn, boost customer lifetime value, and deliver world-class customer experiences. With an intuitive interface and pow

Users
  • Customer Success Manager
  • Senior Customer Success Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 63% Small-Business
  • 32% Mid-Market
Custify Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
101
Customer Support
57
Automation
47
Intuitive
40
Integrations
37
Cons
Missing Features
19
Email Functionality
16
Limited Customization
12
Limited Features
11
Not Intuitive
11
Custify features and usability ratings that predict user satisfaction
8.5
Optimization
Average: 8.6
7.8
Resources
Average: 8.6
8.1
Content
Average: 8.7
9.0
Ease of Use
Average: 9.0
Seller Details
Seller
Custify
Year Founded
2017
HQ Location
Bucharest, Romania
Twitter
@CustifySRL
638 Twitter followers
LinkedIn® Page
www.linkedin.com
29 employees on LinkedIn®
Read Custify Reviews
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.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Enablix Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    40
    Document Management
    25
    Visibility
    20
    Customer Support
    17
    Easy Sharing
    17
    Cons
    Missing Features
    12
    Missing Functionality
    9
    Email Functionality
    7
    Email Integration
    6
    Search Functionality
    6
  • 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 Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
40
Document Management
25
Visibility
20
Customer Support
17
Easy Sharing
17
Cons
Missing Features
12
Missing Functionality
9
Email Functionality
7
Email Integration
6
Search Functionality
6
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®
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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.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Dock Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    40
    Efficiency
    21
    Customer Support
    19
    Centralization
    17
    Visibility
    14
    Cons
    Bugs
    5
    Not Intuitive
    5
    Initial Difficulties
    4
    Integration Issues
    4
    Learning Curve
    4
  • 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 Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
40
Efficiency
21
Customer Support
19
Centralization
17
Visibility
14
Cons
Bugs
5
Not Intuitive
5
Initial Difficulties
4
Integration Issues
4
Learning Curve
4
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®
OnRamp
(159)4.4 out of 5
Optimized for quick response
14th 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.

    OnRamp is a specialized B2B customer onboarding platform designed to address the unique challenges associated with onboarding new clients. This solution simplifies complex onboarding processes by prov

    Users
    • Customer Success Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 54% Small-Business
    • 43% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • OnRamp Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    41
    Customer Support
    24
    Team Collaboration
    22
    Efficiency
    19
    Implementation Ease
    17
    Cons
    Learning Curve
    18
    Missing Features
    13
    Limited Customization
    11
    Steep Learning Curve
    10
    Integration Issues
    9
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • OnRamp features and usability ratings that predict user satisfaction
    8.2
    Optimization
    Average: 8.6
    8.1
    Resources
    Average: 8.6
    8.6
    Content
    Average: 8.7
    8.7
    Ease of Use
    Average: 9.0
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    OnRamp Technology, Inc.
    Company Website
    Year Founded
    2019
    HQ Location
    Boston, US
    Twitter
    @LetsOnRamp
    51 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    39 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

OnRamp is a specialized B2B customer onboarding platform designed to address the unique challenges associated with onboarding new clients. This solution simplifies complex onboarding processes by prov

Users
  • Customer Success Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 54% Small-Business
  • 43% Mid-Market
OnRamp Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
41
Customer Support
24
Team Collaboration
22
Efficiency
19
Implementation Ease
17
Cons
Learning Curve
18
Missing Features
13
Limited Customization
11
Steep Learning Curve
10
Integration Issues
9
OnRamp features and usability ratings that predict user satisfaction
8.2
Optimization
Average: 8.6
8.1
Resources
Average: 8.6
8.6
Content
Average: 8.7
8.7
Ease of Use
Average: 9.0
Seller Details
Seller
OnRamp Technology, Inc.
Company Website
Year Founded
2019
HQ Location
Boston, US
Twitter
@LetsOnRamp
51 Twitter followers
LinkedIn® Page
www.linkedin.com
39 employees on LinkedIn®
Get a quote
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
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Cloud Coach Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    61
    Project Management
    44
    Integrations
    32
    Customer Support
    31
    Customization
    29
    Cons
    Learning Curve
    20
    Missing Features
    19
    Access Limitations
    16
    Complexity
    14
    Limited Features
    12
  • 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
  • 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 Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
61
Project Management
44
Integrations
32
Customer Support
31
Customization
29
Cons
Learning Curve
20
Missing Features
19
Access Limitations
16
Complexity
14
Limited Features
12
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
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®
Get a quote
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
  • 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
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®
Read CustomerSuccessBox Reviews
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
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • TaskRay Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customer Support
    8
    Ease of Use
    8
    Integrations
    7
    Salesforce Integration
    7
    Task Management
    6
    Cons
    Learning Curve
    4
    Complexity
    2
    Expensive
    2
    Inadequate Tools
    2
    Limitations
    2
  • 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
  • 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 Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customer Support
8
Ease of Use
8
Integrations
7
Salesforce Integration
7
Task Management
6
Cons
Learning Curve
4
Complexity
2
Expensive
2
Inadequate Tools
2
Limitations
2
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
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®
Precursive
(58)4.2 out of 5
28th 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.

    Precursive is a fast and flexible professional services automation solution to maximize revenue & margin and improve all elements of services delivery, that is 100% native to the Salesforce platfo

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 74% Mid-Market
    • 17% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Precursive features and usability ratings that predict user satisfaction
    8.9
    Optimization
    Average: 8.6
    7.5
    Resources
    Average: 8.6
    8.3
    Content
    Average: 8.7
    7.9
    Ease of Use
    Average: 9.0
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Precursive
    Year Founded
    2011
    HQ Location
    London
    Twitter
    @precursive
    2,642 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    33 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Precursive is a fast and flexible professional services automation solution to maximize revenue & margin and improve all elements of services delivery, that is 100% native to the Salesforce platfo

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 74% Mid-Market
  • 17% Small-Business
Precursive features and usability ratings that predict user satisfaction
8.9
Optimization
Average: 8.6
7.5
Resources
Average: 8.6
8.3
Content
Average: 8.7
7.9
Ease of Use
Average: 9.0
Seller Details
Seller
Precursive
Year Founded
2011
HQ Location
London
Twitter
@precursive
2,642 Twitter followers
LinkedIn® Page
www.linkedin.com
33 employees on LinkedIn®
Read Precursive Reviews
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
  • 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
Seller Details
Seller
Baton Technologies
HQ Location
New York , US
Twitter
@batonhq
56 Twitter followers
LinkedIn® Page
www.linkedin.com
8 employees on LinkedIn®
Read Baton Reviews
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.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • CogniSaaS Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Progress Tracking
    8
    Task Management
    8
    Ease of Use
    6
    Project Tracking
    5
    Tracking Ease
    5
    Cons
    Slow Performance
    15
    Slow Loading
    14
    Data Inaccuracy
    5
    Glitches
    5
    Performance Issues
    5
  • 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 Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Progress Tracking
8
Task Management
8
Ease of Use
6
Project Tracking
5
Tracking Ease
5
Cons
Slow Performance
15
Slow Loading
14
Data Inaccuracy
5
Glitches
5
Performance Issues
5
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®
Read CogniSaaS Reviews
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