First of all, congratulations on successfully expanding your customer base. After gaining new clients on board, you need to start your engine for another process that you need to undertake, the client onboarding. Do not spoil the momentum and continue impressing your customers with seamless onboarding processes. You can do all of that and more with robust client onboarding software. Get yours from this article.


12+ Client Onboarding Software

1. GuideCX

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Rating: 5/5

Price: FREE

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2. ChurnZero

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Rating: 5/5

Price: Custom

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3. Rocketlane

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Rating: 5/5

Price: $19/month

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4. Pipefy

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Rating: 5/5

Price: FREE

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5. Onboard

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Rating: 5/5

Price: FREE

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6. CustomerSuccessBox

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Rating: 4.8/5

Price: $499/month

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7. TaskRay

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Rating: 5/5

Price: $25/month

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8. Process Street

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Rating: 4.7/5

Price: FREE

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9. Clustdoc

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Rating: 4.9/5

Price: $20/month

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10. Precursive

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Rating: 5/5

Price: $40/month

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11. SmartKarrot CS

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Rating: 5/5

Price: Custom

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12. Userlane

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Rating: 5/5

Price: Custom

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13. Affinity Canvas

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Rating: 5/5

Price: Custom

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What Is Client Onboarding Software?

Client onboarding software is a digital solution that helps businesses in dealing with the processes after marketing campaigns. With this software, you can streamline the processes in introducing your new clients to your services and products. It provides digital tools for customizing walkthroughs and setting up interactive tutorials. In this software, you can manage varying processes in a centralized platform from your digital devices.

In addition, when you use this software, you can collect essential data analytics regarding customer behavior. Afterward, it automatically converts collected data into visual reports to make it more digestible. This software offers customer chat and other platforms for connecting and sharing information with customers.

Benefits

This software can bring about multiple benefits to your business. For one, it simplifies the complexities in the client onboarding processes. Also, it reduces the needed budget for these activities and lessens the workload for you and your team. This technology also helps in improving the onboarding experience and enhances overall customer satisfaction.

Features

There are a variety of client onboarding solutions in the software market. With all of them taking pride in being the best in this category, you need to study your options under scrutinizing eyes. When choosing which software is most suited for your business, you need to consider several elements. Some of the factors you should pay attention to include their prices, compatibility with your business size, and the digital devices it supports. Also, you should consider the following essential features during your selection process:

  • Analytics platform
  • Business instant messaging platforms
  • Walkthrough generator and customization tools
  • Survey software functionalities
  • Business process automation capabilities
  • Content management tools
  • Custom and editable templates
  • Third-party applications integration

Top 10 Client Onboarding Software

1. Pipefy

This business process management solution has benefits management and business process automation functionalities. They have 63 million dollars in generated revenue and have 300 people working for them.

2. Onboard

This board management software offers tools for contact management and audit trail to its users. They have 190 employees in their team and have a revenue of 20 million dollars.

3. ChurnZero

With this SaaS platform, you can streamline churn management and content creation. They have 80 employees working for them and have 14 million dollars in generated revenue.

4. Userlane

Content creation and gamification functionalities are features that you can utilize in this customer experience solution. They have employed 77 people and have generated a revenue of 9 million dollars.

5. Process Street

Tools for complaint management and communication management are accessible in this software. They have 7.5 million dollars in generated revenue and have 52 employees.

6. GuideCX

In this client onboarding platform, you can use tools for workflow management and activity tracking. They have a generated revenue of over 5 million dollars and have 66 employees.

7. Precursive

Resource management and project tracking tools are examples of features you can use in Precursive. They have a generated revenue of 2.9 million dollars and have three employees.

8. Rocketlame

When you use this software, you can access feedback management tools and a client onboarding portal. They have 25 people in their team and have a revenue of 1 million dollars.

9. TaskRay

TaskRay is a customer onboarding software with functionalities for customer management and milestone tracking. They have over 1 million dollars in revenue and have ten people working for them.

10. Clustdoc

Clustdoc provides its users with file sharing capabilities and collaboration tools. They have employed ten people and have generated a revenue of 905 thousand dollars.

FAQs

What are the various phases of client onboarding?

There are phases to follow for the client onboarding process. For various businesses, the first phase varies. For some organizations, it starts when the customers discover your brand, while for others, the first stage happens when the clients sign a contract or agreement. The succeeding phases are as follows welcoming, walkthrough, purchasing, and retention.

Why is client onboarding essential?

The practice of client boarding helps new clients get familiar with the essential details of your goods and the value of your services. Also, it helps clarify their questions and even helps in resolving existing issues. In addition, it also gathers data on how to improve customer experience through questionnaires, surveys, or tracking their behavior.

What are essential tips for successfully onboarding customers?

The first thing you need to do in your customer onboarding is to get to know your market. Afterward, undergo goal setting and set clear and realistic outcomes that you expect to achieve by the end of the program. Also, you should ensure consistent communication and utilize platforms to increase brand visibility. Another essential tip is to prepare a client onboarding checklist that you can use to track results and measure progress.

To ensure that your customers stay interested in your brand and encourage them to join your loyal customer pool, you need to deliver blow after blow giving them reasons to stay engaged. One way to do that is by ensuring a smooth transition process for your clients during the onboarding processes. Secure the best client onboarding software today to start enjoying its benefits.


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