---
description: Compare the best Client Onboarding Software solutions in New Zealand. Capterra offers software reviews, prices, and features helping you find software for your business needs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Client Onboarding Software - Prices & Reviews - Capterra New Zealand 2026
---

Breadcrumb: [Home](/) > [Client Onboarding Software](https://www.capterra.co.nz/directory/33476/client-onboarding/software)

# Client Onboarding Software

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> Client Onboarding Software (also known as Customer Onboarding Software) brings clients through the process of learning and implementing a recently purchased product or service.

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## Products

1. [Rocketlane](https://www.capterra.co.nz/software/1015299/rocketlane) — 4.7/5 (127 reviews) — Rocketlane is a client onboarding software that helps teams hit project goals, shorten time to value, and deliver a 5-star experience.
2. [WealthSphere](https://www.capterra.co.nz/software/1065315/wealthsphere) (0 reviews) — WealthSphere SaaS; modular CRM, entity administration, document management, and financials for trust \& corporate service providers.
3. [Bigin by Zoho CRM](https://www.capterra.co.nz/software/204998/bigin-by-zoho-crm) — 4.7/5 (724 reviews) — Bigin is an affordable, user-friendly CRM that helps you give your clients a successful and hassle-free onboarding experience\!
4. [HoneyBook](https://www.capterra.co.nz/software/162588/honeybook) — 4.7/5 (678 reviews) — HoneyBook is a client management software that helps small businesses handle proposals, contracts, invoices, payments, and projects.
5. [Process Street](https://www.capterra.co.nz/software/135004/process-street) — 4.7/5 (648 reviews) — Process Street is a Client Onboarding platform that uses AI to automate tasks, enforce steps, and deliver a consistent experience.
6. [Progress ShareFile](https://www.capterra.co.nz/software/1046517/sharefile) — 4.5/5 (439 reviews) — The secure file sharing and storage solution built for business. Featuring state-of-the-art, compliance-supporting security.
7. [Pipefy](https://www.capterra.co.nz/software/144848/pipefy) — 4.6/5 (319 reviews) — Pipefy is an AI-powered platform that saves IT effort and lets business teams create and manage their own workflows.
8. [FollowUp CRM](https://www.capterra.co.nz/software/137381/followup-power) — 4.5/5 (228 reviews) — CRM for construction businesses with $5M-$100M annual revenue. Followup CRM measures, records, and streamlines the sales process.
9. [Fusebase](https://www.capterra.co.nz/software/147496/nimbus-note) — 4.7/5 (176 reviews) — AI-powered onboarding workspaces to automate client setup, guide users, and deliver a seamless, branded experience every time.
10. [ClientPoint](https://www.capterra.co.nz/software/120209/clientpoint) — 4.6/5 (166 reviews) — Top client relationship, onboarding, and e-sign platform provides collaborative workspaces for prospects, customers \& partners.
11. [Bizagi](https://www.capterra.co.nz/software/127621/bpm-suite) — 4.4/5 (142 reviews) — Modern Apps Powered by Process Modernize operations with process automation, low-code apps and AI
12. [ChurnZero](https://www.capterra.co.nz/software/157980/churnzero) — 4.7/5 (129 reviews) — ChurnZero is the platform and partner for customer growth.
13. [Clientary](https://www.capterra.co.nz/software/1036462/clientary) — 4.7/5 (100 reviews) — Clientary is a full-suite app for your team to manage projects proposals and more.
14. [Plaid](https://www.capterra.co.nz/software/174384/plaid) — 4.4/5 (95 reviews) — With Plaid, customers can connect their checking or savings accounts in as little as 7 seconds, boosting conversion and engagement.
15. [WorkRamp](https://www.capterra.co.nz/software/149885/workramp) — 4.5/5 (81 reviews) — WorkRamp is a learning management system that helps companies create training programs for employees, customers, and partners.
16. [GUIDEcx](https://www.capterra.co.nz/software/175189/guidecx) — 4.7/5 (64 reviews) — GUIDEcx is a client onboarding platform for internal and external teams designed to shorten time to value and decrease churn.
17. [Digemy](https://www.capterra.co.nz/software/1043077/digemy) — 4.9/5 (64 reviews) — Gamified, reinforced microlearning for happy, high-performance teams, operational optimisation and measurable ROI.
18. [Clustdoc](https://www.capterra.co.nz/software/179079/clust) — 4.7/5 (61 reviews) — Use Clustdoc to create an easy-to-use client onboarding workflow in a secure and user-friendly interface.
19. [Travitor](https://www.capterra.co.nz/software/130939/travitor-pro) — 4.5/5 (54 reviews) — Start a Free Plan today – Drive better results with pre-built learning paths for onboarding, compliance, and workforce development.
20. [MeltingSpot](https://www.capterra.co.nz/software/218854/meltingspot) — 4.6/5 (49 reviews) — With MeltingSpot, simplify your customer onboarding with in-app training, offering a personalized and seamless learning experience.
21. [LaunchBay](https://www.capterra.co.nz/software/1064920/motion-io) — 4.8/5 (49 reviews) — The client experience platform for B2B teams. Branded portals, workflow automation, and real-time visibility — all in one place.
22. [Userlane](https://www.capterra.co.nz/software/157465/userlane) — 4.5/5 (47 reviews) — Userlane speeds up client onboarding with in-app guidance, AI support, and analytics for fast, smooth, and scalable software adoption.
23. [Eurekos](https://www.capterra.co.nz/software/170600/eurekos) — 4.8/5 (43 reviews) — The Eurekos LMS makes it easy to deliver product training that retains more customers and transforms partners into advocates.
24. [Fieldguide](https://www.capterra.co.nz/software/215105/fieldguide) — 4.7/5 (42 reviews) — Fieldguide’s AI-powered platform automates engagements, delivers insights, \& elevates client experience—so your firm can drive impact.
25. [Moovila](https://www.capterra.co.nz/software/165086/moovila) — 4.6/5 (39 reviews) — Automate your onboarding processes with Moovila, the world's most advanced work management platform.

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## Related Categories

- [Workflow Management Software](https://www.capterra.co.nz/directory/30091/workflow-management/software)
- [Customer Success Software](https://www.capterra.co.nz/directory/30961/customer-success/software)
- [Customer Engagement Software](https://www.capterra.co.nz/directory/30906/customer-engagement/software)
- [Onboarding Software](https://www.capterra.co.nz/directory/30819/onboarding/software)
- [Project Management Software](https://www.capterra.co.nz/directory/30002/project-management/software)

## Links

- [View on Capterra](https://www.capterra.co.nz/directory/33476/client-onboarding/software)
- [All Categories](https://www.capterra.co.nz/directory)

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WorkRamp addresses employee, customer, and partner training needs, delivering scalable, intelligent solutions for diverse organizational learning requirements.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/15bee289-92f3-4806-a974-515fe0d50523.png","url":"https://www.capterra.co.nz/software/149885/workramp","@type":"ListItem"},{"name":"GUIDEcx","position":16,"description":"GUIDEcx is a client onboarding solution designed to shorten time to initial value, reduce customer churn, and increase team capacity. Automated project and task management, dynamic forecasting, built-in communication tools, resource management, time tracking, and more keep internal and external customer teams on track, accountable, and engaged!","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e684d417-5542-4da8-9cd4-a9a73b89aefc.jpeg","url":"https://www.capterra.co.nz/software/175189/guidecx","@type":"ListItem"},{"name":"Digemy","position":17,"description":"Digemy’s neuroscience-powered microlearning platform is trusted by leading organisations across sectors. We support over 1 million learners globally with personalised, mobile-first learning for measurable business impact, reflected in an NPS of 97/100.\n\nWe can’t apply what we can’t remember. Training fails because learners forget up to 80% within 24 hours. Digemy is built for knowledge retention. Using microlearning, gamification, and personalised reinforcement, the platform closes individual knowledge gaps over time, so information is remembered and applied.\n\nBuilt for scale with intuitive content creation tools, real-time analytics, and seamless delivery on any device, Digemy builds transformative learning cultures - turning training into a strategic growth driver.\n\nWhether for onboarding, compliance, customer service and sales, or systems training, Digemy’s mobile-first platform reduces employee turnover, accelerates ramp times, increases operational efficiency and maximises ROI.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/81ef5be7-128f-4528-8f5e-5f4a2ce515a0.png","url":"https://www.capterra.co.nz/software/1043077/digemy","@type":"ListItem"},{"name":"Clustdoc","position":18,"description":"Clustdoc client onboarding and verification software helps you centralize, simplify and secure any document-heavy routine process that needs to be executed repeatedly with clients and partners. \n\nThanks to our all-in-one onboarding automation platform, you can automate the process of collecting documents, information and signed contracts from your customers and speed up the closing of your deals. \n\nSmall business owners and Corporate teams.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a16fa27b-2ea3-49dc-9ee9-8106a856bcaa.png","url":"https://www.capterra.co.nz/software/179079/clust","@type":"ListItem"},{"name":"Travitor","position":19,"description":"Start a Free Plan and unlock a new level of productivity with pre-built employee learning paths designed to support onboarding, compliance, and workforce development—helping drive up to 17% higher productivity, 21% greater profitability, and 50% lower turnover.\n\nThe platform includes tools to build courses using videos, PowerPoint presentations, documents, quizzes, and learning paths. Managers can assign training, monitor progress, and generate reports to track completion across the organization.\n\nTravitor also includes compliance-ready courses in Harassment Prevention, OSHA Safety, Cybersecurity, and HIPAA, along with professional development courses covering Sales, Customer Service, Project Management, and Leadership.\n\nThe system integrates with HR platforms such as BambooHR, Paylocity, ADP, and Gusto, helping organizations manage employee training alongside their HR systems.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c070ef53-af76-4adc-bf51-d62781d5566a.png","url":"https://www.capterra.co.nz/software/130939/travitor-pro","@type":"ListItem"},{"name":"MeltingSpot","position":20,"description":"MeltingSpot is designed to transform customer onboarding into a smooth, interactive, and personalized experience. \n\nOur approach stands out by embedding training directly into the product, providing in-app learning without friction. Through dynamic learning paths tailored to each user's needs and context, we ensure that your customers learn in real-time, without leaving the product. \n\nOur platform helps reduce time-to-value and ensures that every user reaches their \"aha moment\" quickly, which strengthens retention and optimizes adoption. \n\nFor both large enterprises and SaaS companies, MeltingSpot offers a digital, scalable onboarding experience that reduces reliance on in-person training and customer support.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/6b4e2dc5-50c1-44b6-b31d-bf2f1f42c996.png","url":"https://www.capterra.co.nz/software/218854/meltingspot","@type":"ListItem"},{"name":"LaunchBay","position":21,"description":"LaunchBay is the client experience platform for B2B service providers, agencies, and software companies that want to deliver a best-in-class customer experience without hiring more staff or adding work to their team's plate.\n\nFrom onboarding and implementation to ongoing service delivery, LaunchBay brings tasks, communication, approvals, time tracking, resource management, and data collection into one platform your team and clients actually use.\n\nOps leaders get real-time visibility into project health scores, status, and blockers across every active engagement. Reusable templates standardize delivery, automated reminders replace manual follow-up, and a shared message center with private internal notes keeps communication centralized.\n\nEach client gets a secure, branded portal with loginless magic link access. They complete tasks, track project progress, and always know where things stand without emailing your team.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d82dfdf6-5777-4bb9-8d0c-66d1b4601392.png","url":"https://www.capterra.co.nz/software/1064920/motion-io","@type":"ListItem"},{"name":"Userlane","position":22,"description":"Userlane is a Digital Adoption Platform designed to make client onboarding seamless, scalable, and efficient. By providing interactive in-app guidance and contextual AI support, Userlane enables clients to learn your software by doing - reducing time-to-value and increasing satisfaction from day one.\n\nOur platform offers complete visibility into user engagement and onboarding progress, allowing you to proactively identify friction points and deliver targeted support where it matters most. With the HEART analytics framework, you can track adoption, optimize onboarding journeys, and demonstrate value to your clients at every step.\n\nWhether onboarding ten or ten thousand users, Userlane helps you deliver a consistent, personalized experience that accelerates learning, reduces support demand, and builds lasting client relationships.\n\nBuilt for security, scalability, and simplicity, Userlane ensures your clients get the most out of your product, fast.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3854301f-d97d-451e-aafe-98f1410c756d.png","url":"https://www.capterra.co.nz/software/157465/userlane","@type":"ListItem"},{"name":"Eurekos","position":23,"description":"Eurekos is the External Training LMS Built for Customers, Partners & Global Teams. \n\nEurekos is an international learning management system (LMS) provider founded with a mission to simplify and scale external training for global organizations. \n\nDesigned specifically for customers, partners, distributors, and extended enterprise learners, Eurekos helps organizations of all sizes to deliver impactful, branded training experiences that drive product adoption, loyalty, and revenue.\n\nEurekos offers a robust suite of tools designed for external training and global delivery. It provides unlimited branded portals, native e-commerce, advanced certification and compliance, flexible hierarchies, integrated authoring, rapid content delivery, mobile and offline learning, 195+ languages with AI localization, and deep integrations with core systems.\n\nEurekos maintains full ISO/IEC 27001 + 27701 certifications and is fully GDPR compliant, ensuring world-class security and data protection.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ae1013d1-056b-4c2f-9751-7c74d6d042c9.png","url":"https://www.capterra.co.nz/software/170600/eurekos","@type":"ListItem"},{"name":"Fieldguide","position":24,"description":"Advisory and audit firms are facing stretched staff, rising client demands, and shrinking margins—keeping up isn’t enough, staying ahead is key. Fieldguide automates engagements, delivers real-time insights, and transforms client interactions—freeing your team to focus on growth.\n\nImagine reducing 40 hours of reporting to 40 seconds or gaining 35% more time for strategy, clients, and innovation. With AI-powered workflows, one-click reporting, and seamless collaboration, Fieldguide streamlines every phase of your engagements.\n\nGain total visibility into your firm’s work, spot risks before they happen, and make smarter, data-driven decisions. With intuitive client collaboration and automated workflows, firms accelerate engagements by 28% while boosting client satisfaction.\n\nFieldguide helps firms work smarter, scale faster, and stay ahead. Reclaim your time for growth and success.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/342e7891-a7fc-47f0-8acd-6df4a2b32b1d.png","url":"https://www.capterra.co.nz/software/215105/fieldguide","@type":"ListItem"},{"name":"Moovila","position":25,"description":"Moovila automates your onboarding & implementation processes so you can focus on your clients\nKey features: \nTEMPLATE ANALYTICS: Reviews the performance of your templates post mortem, flagging tasks that took longer or shorter than expected, and how that's impacting your margins. Suggests updates\nRESOURCE CAPACITY ANALYSIS: models workloads and capacity for easier forecasting\n24/7 RPAX RISK MONITORING: alerts you when issues or future risks arise\nAN AUTOMATION ENGINE: analyzes and adjusts schedules and onboarding data\nAI-GUIDED REMEDIATION: keeps your projects on track, suggesting ways to remove risks from your portfolio","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d79d867f-ea11-42ce-92cf-5470809e47f4.png","url":"https://www.capterra.co.nz/software/165086/moovila","@type":"ListItem"}],"numberOfItems":25}
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