Best Free Client Onboarding Software

Pipefy is a versatile business process management software designed to streamline workflows and optimize efficiency. Serving as an intuitive process management tool, Pipefy empowers users to create, automate, and monitor workflows seamlessly. It offers a range of features, including customizable process templates, automation rules, and dynamic forms for tailored solutions. With a user-friendly int... Read more about Pipefy

Process Street is a user-friendly business process management (BPM) platform designed to streamline workflows and enhance efficiency. It serves as a digital checklist and workflow automation tool. Users can create and manage process documents with ease, ensuring standardized procedures. Notable features include customizable templates, dynamic due dates, and task assignments for team collaboration.... Read more about Process Street

ShareFile, developed by Citrix, is a powerful file-sharing and collaboration tool designed for businesses of all sizes. Its key strength lies in its ability to securely share large files and sensitive documents with ease. ShareFile supports cloud-based storage, ensuring accessibility from anywhere and enhancing remote work capabilities. The software offers robust security features, including encry... Read more about ShareFile

Fusebase, formerly known as Nimbus, is an innovative Collaboration Software designed to enhance teamwork and productivity within organizations. Featuring a user-friendly platform, Fusebase offers a suite of tools including document sharing, real-time editing, task management, and communication channels, enabling teams to work together seamlessly regardless of their location. Its comprehensive feat... Read more about Fusebase (Formerly Nimbus)

Bizagi is one of the leading business process management (BPM) solutions. It stands as a pivotal tool for organizations aiming to optimize their processes intelligently. This platform offers a user-friendly environment to model, automate, and improve workflows seamlessly. With Bizagi, even non-technical users can design and implement sophisticated business processes efficiently. Its intuitive inte... Read more about Bizagi

Userlane is an innovative onboarding software designed to enhance user experiences and streamline the onboarding process for businesses. This platform allows organizations to create interactive guides and tutorials, enabling users to navigate applications effortlessly. With Userlane, companies can reduce the learning curve for new employees or customers, ensuring they quickly understand the softwa... Read more about Userlane

ClientSuccess is a dedicated customer success software designed to help organizations enhance customer relationships and drive retention. This comprehensive platform provides tools for managing customer engagement, monitoring account health, and identifying growth opportunities. With ClientSuccess, users can track key metrics, such as customer satisfaction scores and renewal rates, enabling proact... Read more about ClientSuccess

Feedcoyote is a client onboarding software designed to simplify and streamline the process of bringing new customers onboard. The platform automates the entire onboarding journey, from initial contact and documentation collection to training and account setup. With Feedcoyote, businesses can create personalized onboarding workflows that guide new clients through every necessary step. This ensures ... Read more about Feedcoyote

Time To Pet is a specialized kennel software designed to streamline the operations of pet boarding facilities, kennels, and pet care businesses. It offers a comprehensive suite of tools for managing reservations, pet profiles, billing, and staff scheduling. Time To Pet’s intuitive interface allows kennel operators to track pet stays, monitor health and dietary requirements, and communicate with ... Read more about Time To Pet

Clientary is a versatile business management software tailored specifically for small businesses and freelancers. Its standout feature is the seamless integration of client management, invoicing, and project tracking in a single platform. The software shines in its simplicity, making it easy for users to manage clients, create and send professional invoices, and keep track of payments. Clientary a... Read more about Clientary

Regale is a versatile and intuitive presentation software designed to help individuals and businesses create stunning, professional-quality presentations with ease. Whether you're preparing a pitch for a potential client, a corporate training session, or a conference keynote, Regale provides a variety of tools to make your presentations stand out. The platform offers a range of customizable templa... Read more about Regale

Apty is a dynamic learning management system (LMS) software designed to enhance educational experiences and streamline training programs for organizations and educational institutions. It offers a comprehensive platform for creating, delivering, and managing online courses, training modules, and educational content with ease and efficiency. Apty features intuitive course creation tools, interactiv... Read more about Apty

CommandBar is a user experience (UX) software that helps product teams design intuitive in-app navigation and search experiences for users. With CommandBar, companies can create context-sensitive commands, helping users find features and perform actions quickly within the app. The software’s customization tools allow product designers to tailor in-app navigation to fit branding and user needs, e... Read more about CommandBar

Intellek Deliver is an advanced business process management (BPM) software designed to streamline and optimize organizational workflows. This platform provides tools for modeling, executing, and monitoring business processes, ensuring that organizations can operate efficiently and adapt to changing needs. With Intellek Deliver, users can map out workflows visually, identify bottlenecks, and implem... Read more about Intellek Deliver

MeltingSpot is an innovative software platform designed for building and engaging professional communities. It's tailored for companies and organizers who aim to create networking and learning ecosystems. MeltingSpot offers tools for hosting virtual events, webinars, and workshops, fostering professional development and collaboration. The platform features interactive elements like chat rooms, pol... Read more about MeltingSpot

ProcessKit is a robust project management software designed to streamline team collaboration and improve task management. The platform offers tools for planning, assigning, and tracking tasks in real time, ensuring that all team members stay on the same page. With ProcessKit, users can create detailed workflows, set deadlines, and monitor progress through intuitive dashboards. The software also in... Read more about ProcessKit

Fullview is a comprehensive remote support software designed to help organizations provide effective assistance to customers and employees from anywhere. This platform provides users with tools to offer remote troubleshooting, screen sharing, and guided support, ensuring that issues are resolved quickly and efficiently. With Fullview, support teams can easily connect with users in real-time, allow... Read more about Fullview

Revinova is a powerful learning management system (LMS) designed to facilitate educational institutions and organizations in delivering engaging and effective learning experiences. The platform supports a wide range of learning modalities, including online courses, blended learning, and classroom training. With an intuitive interface, Revinova allows educators to create and manage course content, ... Read more about Revinova

ScalePad Lifecycle Manager is a specialized warranty management software designed to streamline the tracking and management of product warranties and service agreements. This platform offers comprehensive tools for capturing warranty details, monitoring expiration dates, and facilitating claims processing efficiently. With its user-friendly interface, businesses can easily manage warranties across... Read more about ScalePad Lifecycle Manager

NinjaOnboarding is a dynamic Client Onboarding Software designed to streamline and enhance the process of bringing new clients into a business. It offers a comprehensive suite of tools for managing onboarding tasks, collecting necessary information, and facilitating seamless communication between businesses and their clients. NinjaOnboarding simplifies the onboarding journey with customizable work... Read more about NinjaOnboarding

Clustdoc is an advanced Business Process Management (BPM) software designed to streamline and optimize organizational workflows. It offers a comprehensive platform for designing, automating, and monitoring business processes, ensuring that operations are efficient, consistent, and scalable. With Clustdoc, businesses can map out their processes using intuitive drag-and-drop tools, set up automated ... Read more about Clustdoc

WillowSpace is a powerful client onboarding software designed to simplify and automate the process of onboarding new clients. The platform offers a seamless experience for both businesses and clients, providing tools for document collection, contract signing, and task management. WillowSpace helps businesses create personalized onboarding workflows, ensuring that each client is introduced to servi... Read more about WillowSpace

ScreenSpace is a dynamic sales enablement software that helps organizations improve their sales processes and increase revenue by providing sales teams with the tools they need to succeed. The platform centralizes all sales content, training materials, and performance analytics, making it easy for sales reps to find and use the right resources at the right time. ScreenSpace enables seamless collab... Read more about ScreenSpace

journy.io is a powerful customer data platform (CDP) designed to help businesses collect, unify, and analyze customer data from multiple touchpoints. By integrating with a wide variety of data sources, including websites, mobile apps, CRM systems, and marketing tools, journy.io provides a comprehensive, single view of each customer. The platform’s AI-powered analytics engine enables businesses t... Read more about journy.io

Motion.io is a customer success software designed to help businesses enhance customer relationships and improve retention. The platform offers a suite of tools for customer onboarding, engagement, and support, ensuring that customers derive maximum value from your products or services. Motion.io’s automated workflows guide customers through key milestones and ensure they are continuously support... Read more about Motion.io