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The Top 20 Easiest To Use Client Onboarding Software

See the top Client Onboarding Software products based on usability ratings. A product’s usability score is calculated by a proprietary algorithm that factors in real user satisfaction ratings of how easy the product is to administer, as well as how well the product meets business requirements, among other ratings. Compare products according to their usability scores to streamline the buying process and quickly identify the best products based on real user experiences.

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Usability Score

Compare

Rocketlane

9.0

Overall Usability Score

9.0

Usability Score Breakdown

Ease of Admin

Average: 9.1

9.1

Ease of Use

Average: 9.1

9.0

Meets Requirements

Average: 9.1

8.8

Customer Segment Breakdown

Small Business

30%

Mid Market

56%

Enterprise

14%

Onboard

9.0

Overall Usability Score

9.0

Usability Score Breakdown

Ease of Admin

Average: 9.1

10.0

Ease of Use

Average: 9.1

10.0

Meets Requirements

Average: 9.1

9.9

Customer Segment Breakdown

Small Business

82%

Mid Market

18%

ChurnZero

8.9

Overall Usability Score

8.9

Usability Score Breakdown

Ease of Admin

Average: 9.1

8.7

Ease of Use

Average: 9.1

8.6

Meets Requirements

Average: 9.1

9.2

Customer Segment Breakdown

Small Business

29%

Mid Market

63%

Enterprise

GUIDEcx

8.9

Overall Usability Score

8.9

Usability Score Breakdown

Ease of Admin

Average: 9.1

8.8

Ease of Use

Average: 9.1

8.8

Meets Requirements

Average: 9.1

8.9

Customer Segment Breakdown

Small Business

40%

Mid Market

52%

Enterprise

Vitally

8.9

Overall Usability Score

8.9

Usability Score Breakdown

Ease of Admin

Average: 9.1

9.1

Ease of Use

Average: 9.1

8.4

Meets Requirements

Average: 9.1

8.7

Customer Segment Breakdown

Small Business

42%

Mid Market

55%

Enterprise

Along

8.9

Overall Usability Score

8.9

Usability Score Breakdown

Ease of Admin

Average: 9.1

9.9

Ease of Use

Average: 9.1

9.6

Meets Requirements

Average: 9.1

9.2

Customer Segment Breakdown

Small Business

78%

Mid Market

22%

Content Snare

8.8

Overall Usability Score

8.8

Usability Score Breakdown

Ease of Admin

Average: 9.1

9.8

Ease of Use

Average: 9.1

9.5

Meets Requirements

Average: 9.1

9.7

Customer Segment Breakdown

Small Business

88%

Mid Market

12%

Process Street

8.7

Overall Usability Score

8.7

Usability Score Breakdown

Ease of Admin

Average: 9.1

8.8

Ease of Use

Average: 9.1

8.7

Meets Requirements

Average: 9.1

8.9

Customer Segment Breakdown

Small Business

70%

Mid Market

24%

Enterprise

Enablix

8.7

Overall Usability Score

8.7

Usability Score Breakdown

Ease of Admin

Average: 9.1

9.4

Ease of Use

Average: 9.1

9.1

Meets Requirements

Average: 9.1

9.5

Customer Segment Breakdown

Small Business

16%

Mid Market

71%

Enterprise

13%

#10

Arrows

8.6

Overall Usability Score

8.6

Usability Score Breakdown

Ease of Admin

Average: 9.1

9.7

Ease of Use

Average: 9.1

9.7

Meets Requirements

Average: 9.1

9.7

Customer Segment Breakdown

Small Business

81%

Mid Market

19%

#11

Moxo

8.6

Overall Usability Score

8.6

Usability Score Breakdown

Ease of Admin

Average: 9.1

9.0

Ease of Use

Average: 9.1

9.1

Meets Requirements

Average: 9.1

8.6

Customer Segment Breakdown

Small Business

79%

Mid Market

20%

Enterprise

#12

Custify

8.6

Overall Usability Score

8.6

Usability Score Breakdown

Ease of Admin

Average: 9.1

8.7

Ease of Use

Average: 9.1

8.9

Meets Requirements

Average: 9.1

8.7

Customer Segment Breakdown

Small Business

64%

Mid Market

32%

Enterprise

#13

Planhat

8.6

Overall Usability Score

8.6

Usability Score Breakdown

Ease of Admin

Average: 9.1

8.3

Ease of Use

Average: 9.1

8.4

Meets Requirements

Average: 9.1

8.9

Customer Segment Breakdown

Small Business

33%

Mid Market

61%

Enterprise

#14

OnRamp

8.6

Overall Usability Score

8.6

Usability Score Breakdown

Ease of Admin

Average: 9.1

8.6

Ease of Use

Average: 9.1

8.4

Meets Requirements

Average: 9.1

8.4

Customer Segment Breakdown

Small Business

54%

Mid Market

41%

Enterprise

#15

Revver

8.5

Overall Usability Score

8.5

Usability Score Breakdown

Ease of Admin

Average: 9.1

9.1

Ease of Use

Average: 9.1

9.6

Meets Requirements

Average: 9.1

10.0

Customer Segment Breakdown

Small Business

69%

Mid Market

24%

Enterprise

#16

Dock

8.5

Overall Usability Score

8.5

Usability Score Breakdown

Ease of Admin

Average: 9.1

8.5

Ease of Use

Average: 9.1

9.1

Meets Requirements

Average: 9.1

8.9

Customer Segment Breakdown

Small Business

58%

Mid Market

40%

Enterprise

#17

ClientSuccess

8.5

Overall Usability Score

8.5

Usability Score Breakdown

Ease of Admin

Average: 9.1

8.9

Ease of Use

Average: 9.1

9.6

Meets Requirements

Average: 9.1

9.3

Customer Segment Breakdown

Small Business

42%

Mid Market

56%

Enterprise

#18

EverAfter

8.4

Overall Usability Score

8.4

Usability Score Breakdown

Ease of Admin

Average: 9.1

8.6

Ease of Use

Average: 9.1

8.7

Meets Requirements

Average: 9.1

8.7

Customer Segment Breakdown

Small Business

28%

Mid Market

60%

Enterprise

12%

#19

Moovila

8.4

Overall Usability Score

8.4

Usability Score Breakdown

Ease of Admin

Average: 9.1

9.2

Ease of Use

Average: 9.1

9.1

Meets Requirements

Average: 9.1

9.3

Customer Segment Breakdown

Small Business

44%

Mid Market

49%

Enterprise

#20

Copilot

8.3

Overall Usability Score

8.3

Usability Score Breakdown

Ease of Admin

Average: 9.1

9.1

Ease of Use

Average: 9.1

9.2

Meets Requirements

Average: 9.1

8.6

Customer Segment Breakdown

Small Business

96%

Mid Market

Enterprise