17 years helping New Zealand businesses
choose better software

17 years helping New Zealand businesses
choose better software

Client Onboarding Software

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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Rocketlane

Rocketlane

4.7 (112)
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Rocketlane is a client onboarding software that helps teams hit project goals, shorten time to value, and deliver a 5-star experience. Learn more about Rocketlane
Rocketlane is a purpose-built client onboarding software that helps implementation/onboarding and CS leaders hit their onboarding goals, shorten time to value, and deliver a 5-star experience. Bye-bye churn! Rocketlane brings project management, resource management, time tracking, file collaboration, and communication capabilities into a one-of-its-kind unified workspace. It improves visibility, makes your execution and process consistent, and elevates customer experience. Learn more about Rocketlane

Features

  • Activity Tracking
  • Activity Dashboard
  • Chat/Messaging
  • Client Management
  • Onboarding
WealthSphere

WealthSphere

(0)
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WealthSphere SaaS; modular CRM, entity administration, document management, and financials for trust & corporate service providers. Learn more about WealthSphere
Discover WealthSphere: Your Comprehensive Wealth Management Solution. WealthSphere by enSynergy is designed for trust, corporate, and family office service providers. It offers integrated client management modules incl. CRM, entity administration, Digital client onboarding, document management, accounting, asset management, compliance workflow, billing, fund administration, and customer portals. Why WealthSphere? * Comprehensive Functionality: Centralizes operations, enhancing productivity and compliance. * Modular Pricing Model: License only the needed modules, maximizing ROI. * Flexible Deployment: Choose on-premise or cloud-hosted options. * Data Security: Robust security measures ensure data protection and compliance. * Scalability: Adapts to your business size, supporting growth without compromising performance. WealthSphere streamlines workflows, automates tasks, and secures data, making it the ideal solution for financial services firms. For more details, visit WealthSphere. Learn more about WealthSphere

Features

  • Activity Tracking
  • Activity Dashboard
  • Chat/Messaging
  • Client Management
  • Onboarding
Process Street

Process Street

4.7 (630)
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Process Street is the world's first Process Management Platform powered by AI.
Process Street is the world's first Process Management Platform powered by AI. We help teams share their core processes and transform them into powerful no-code workflows. Start with employee onboarding to set up new hires for success, then build all sorts of workflows like employee onboarding, client onboarding, and tenant screening. Manage your team wiki and company handbook 100% free. Join Salesforce, Colliers, Drift, and 3,000+ other businesses that use Process Street today. Learn more about Process Street

Features

  • Activity Tracking
  • Activity Dashboard
  • Chat/Messaging
  • Client Management
  • Onboarding
HoneyBook

HoneyBook

4.8 (629)
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Tools for independent business owners: invoices, contracts, scheduling, and more. Get started with a 7 day free trial today.
HoneyBook is the centralized clientflow management platform that empowers independent businesses to deliver remarkable client experiences and operate with confidence. Start your 7 day free trial today. Learn more about HoneyBook

Features

  • Activity Tracking
  • Activity Dashboard
  • Chat/Messaging
  • Client Management
  • Onboarding
Bigin by Zoho CRM

Bigin by Zoho CRM

4.7 (528)
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Bigin is an affordable, user-friendly CRM that helps you give your clients a successful and hassle-free onboarding experience!
Bigin is a user-friendly and highly customizable CRM that'll help your customers get acquainted with your products. It's packed with a sophisticated array of features at an affordable price and is designed to fit your business like a glove! Here's what you get with Bigin: *A 360° view of your clients - Access all the customer data —ranging from their specific needs to their contact details—all from a single place. *Seamless communication - Reach your contacts via phone, email, social media, WhatsApp, and online meetings. *Dedicated pipelines - Manage new requests for client onboarding. *Automation - Automate mundane yet integral tasks, like the scheduling demo sessions, sending payment reminders, and more. *An easy-to-navigate Calendar View - Schedule and manage tasks, calls and events. *Analytics - View comprehensive dashboards to measure and track important metrics like total clients onboarded and revenue generated. *Powerful integrations - Integrate with Zoho and non-Zoho apps Learn more about Bigin by Zoho CRM

Features

  • Activity Tracking
  • Activity Dashboard
  • Chat/Messaging
  • Client Management
  • Onboarding
ShareFile

ShareFile

4.5 (399)
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The secure file sharing and storage solution built for business. Featuring state-of-the-art, compliance-supporting security.
Take productivity to the next level with ShareFile. Securely send, share, get feedback, approvals and even e-signatures on any file, fast. Business-class file sharing meets real-time collaboration to accelerate productivity with automated workflows you customize and control. Give real-time feedback, request approvals, co-edit—even get legally binding e-signatures seamlessly—on any device. Plus, with real-time tracking, you always know exactly where things stand. Using SSAE 16 Type II certified Learn more about ShareFile

Features

  • Activity Tracking
  • Activity Dashboard
  • Chat/Messaging
  • Client Management
  • Onboarding
Pipefy

Pipefy

4.6 (315)
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Pipefy is the AI-enhanced process automation platform that conserves IT resources and empowers business teams to build workflows
Pipefy is the AI-enhanced process automation platform that conserves IT resources and empowers business teams to build and deploy up to 85% of workflows — no coding knowledge or third-party specialized services firms required. Standardize, streamline, and connect workflows for better end-user experiences and faster business results. Key features include a built-in security suite and a flexible no-code framework for faster deployment and lower implementation costs. Minimize process complexity and expensive stack sprawl with connections to 300+ apps and systems out of the box, and HTTP/HTTPS to integrate Pipefy with everything else. Learn more about Pipefy

Features

  • Activity Tracking
  • Activity Dashboard
  • Chat/Messaging
  • Client Management
  • Onboarding
Time To Pet

Time To Pet

4.9 (265)
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Cloud-based pet sitting software trusted by over 4,000 of the world's most successful pet care companies. Start your free trial today!
Trusted by over 4,000 of the world's most successful pet care companies, Time To Pet is modern pet sitting software built for you. In addition to our basic features like client & staff management, integrated scheduling & invoicing, online payments, and more - Time To Pet is complete with advanced features like mobile apps for clients and staff, GPS tracking, automatic charging, visit reports cards, and Quickbooks Integrations. Sign up for a free trial today! Learn more about Time To Pet

Features

  • Activity Tracking
  • Activity Dashboard
  • Chat/Messaging
  • Client Management
  • Onboarding
FollowUp CRM

FollowUp CRM

4.5 (227)
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CRM for construction businesses with $5M-$100M annual revenue. Followup CRM measures, records, and streamlines the sales process.
Followup CRM was built for commercial, residential, and general contractors. Followup CRM helps businesses ditch messy spreadsheets with an easy-to-use sales and bid-tracking CRM that will help them get organized, follow up with leads, and win more contracts. With Followup CRM, sales teams can implement sales fundamentals, manage leads and bids, and track and schedule sales-related activities while being held accountable and providing critical analytics that drive smart decision making. Learn more about FollowUp CRM

Features

  • Activity Tracking
  • Activity Dashboard
  • Chat/Messaging
  • Client Management
  • Onboarding
Fusebase (Formerly Nimbus)

Fusebase (Formerly Nimbus)

4.6 (170)
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A collaboration tool that helps you manage and organize your work with teams and clients.
An all-in-one, AI-powered tool designed to streamline client collaboration with advanced yet intuitive features for real-time collaboration and project management. Offer services under your brand and deliver personalized client experiences with white-labeled client portals that centralize communication, project details, and other vital info. Use the drag-and-drop builder to craft interactive docs with embeds from 2000+ supported integrations. Optimize daily operations with our advanced FuseBase. Learn more about Fusebase (Formerly Nimbus)

Features

  • Activity Tracking
  • Activity Dashboard
  • Chat/Messaging
  • Client Management
  • Onboarding
ClientPoint

ClientPoint

4.6 (161)
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Top client relationship, onboarding, and e-sign platform provides collaborative workspaces for prospects, customers & partners.
ClientPoint Enterprise platform helps you easily manage business relationship workspaces (called ClientPoints) for each of your prospects, customers, and partners, where you can schedule, message, video conference, share content, and e-sign, all in one place. Propose & close deals faster, serve & grow clients better, and transform your most valuable business relationships. The enterprise platform allows for integration of your CRM and other tools, or use ClientPoint end point solutions to save on your tech stack. ClientPoint has a content library, robust document generation, storage and template creation and other tools for sales decks, proposals, RFP’s. Easily update all your partners in one step on a Content Management Platform that levels up how you feature your products and your partner solution. Pricing varies depending on your company's needs, branding, and customization. For solopreneurs and basic users, there is a free ClientPoint.me platform Learn more about ClientPoint

Features

  • Activity Tracking
  • Activity Dashboard
  • Chat/Messaging
  • Client Management
  • Onboarding
Bizagi

Bizagi

4.4 (141)
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Modern Apps Powered by Process Modernize operations with process automation, low-code apps and AI
Bizagi’s industry-leading platform for low-code process automation connects people, applications, robots, and information. As the most business-friendly and flexible solution on the market, Bizagi enables true collaboration between business and IT, delivering faster adoption and success. Fuelled by a community of 1 million users, Bizagi powers over 1,000 organizations worldwide including Adidas, BAE Systems, and Old Mutual. For more information visit www.bizagi.com Learn more about Bizagi

Features

  • Activity Tracking
  • Activity Dashboard
  • Chat/Messaging
  • Client Management
  • Onboarding
ChurnZero

ChurnZero

4.7 (128)
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ChurnZero is the Customer Success platform and partner for growing SaaS and subscription businesses.
ChurnZero is your platform and partner for Customer Success. We help your subscription business improve efficiency, increase revenue, and deliver better customer experiences to succeed at scale. Our platform offers journeys, health scores, survey tools, segmentation, plays, reporting, real-time alerts, walkthroughs, collaboration centers, Customer Success AI™ and more. We’re also your team’s trusted partner, consultant, and coach, dedicated to helping you focus on the work that matters most. Learn more about ChurnZero

Features

  • Activity Tracking
  • Activity Dashboard
  • Chat/Messaging
  • Client Management
  • Onboarding
Clientary

Clientary

4.8 (90)
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Clientary is a full-suite app for your team to manage projects proposals and more.
Clientary is a full-suite app for your team to manage projects, hours, proposals, leads, invoices, payments, staff, and clients. Stop wrestling with one-off doc files, templates, and disconnected apps. Clientary helps you streamline client lifecycles from proposals and estimates, to time tracking, invoices and payments so you and your team have everything you need in one place. Clientary also includes a branded client portal to help you look professional to clients and prospects Learn more about Clientary

Features

  • Activity Tracking
  • Activity Dashboard
  • Chat/Messaging
  • Client Management
  • Onboarding
MarbleFlows

MarbleFlows

4.6 (65)
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MarbleFlows is a no-code funnel builder for lead generation and conversion.
MarbleFlows is a no-code funnel builder. Create interactive funnels for lead generation and conversion, user onboarding and A/B testing. Address each user personally with embedded flows in your style and branding. Learn more about MarbleFlows

Features

  • Activity Tracking
  • Activity Dashboard
  • Chat/Messaging
  • Client Management
  • Onboarding
GUIDEcx

GUIDEcx

4.7 (63)
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GUIDEcx is a client onboarding platform for internal and external teams designed to shorten time to value and decrease churn.
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! Learn more about GUIDEcx

Features

  • Activity Tracking
  • Activity Dashboard
  • Chat/Messaging
  • Client Management
  • Onboarding
Clustdoc

Clustdoc

4.7 (62)
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Use Clustdoc to create an easy-to-use client onboarding workflow in a secure and user-friendly interface.
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. Thanks 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. Small business owners and Corporate teams. Learn more about Clustdoc

Features

  • Activity Tracking
  • Activity Dashboard
  • Chat/Messaging
  • Client Management
  • Onboarding
Travitor

Travitor

4.4 (52)
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Workplace learning made easy. Create, assign, make sure everyone is on task. Hundreds of top-rated Skillsoft courses included.
Workplace learning made easy. Create, assign, and make sure everyone is on task. Hundreds of top-rated Skillsoft courses included. Featuring courses like Harassment Prevention for Employees and Managers, Workplace Security and Safety, OSHA Safety, Project Management, Business and Leadership Skills, Customer Service & Sales, Improving Your Work and Life Balance, and more. With built-in course authoring you can add videos, slides, documents, quizzes, and homework lessons — all instantly searchable and available, wherever you go. Learn more about Travitor

Features

  • Activity Tracking
  • Activity Dashboard
  • Chat/Messaging
  • Client Management
  • Onboarding
Digemy

Digemy

4.9 (52)
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Digemy is an eLearning platform that uses algorithms to assess and close knowledge gaps.
Digemy is a world-class adaptive learning solution that harnesses the power of micro-modules, gamification, and spaced repetition to flip old-school tickbox training on its head and provide a learning experience that really works. With easy-to-use content creation tools, an intuitive admin environment and in-depth insights into learner progress, you’ll see increased profitability and optimised frontline performance in no time. Learn more about Digemy

Features

  • Activity Tracking
  • Activity Dashboard
  • Chat/Messaging
  • Client Management
  • Onboarding
WorkRamp

WorkRamp

4.6 (49)
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WorkRamp is the Learning Cloud that your employees, customers, and partners will love.
WorkRamp is the Learning Cloud that empowers businesses to design impactful learning programs for employees and customers in one single platform. With WorkRamp, you can create a learning & development strategy that includes employee onboarding, compliance training, upskilling opportunities, and leadership programs. Improve product adoption, drive more customer engagement, and decrease churn through scalable customer training. Learn why more companies are switching to WorkRamp. Learn more about WorkRamp

Features

  • Activity Tracking
  • Activity Dashboard
  • Chat/Messaging
  • Client Management
  • Onboarding
Userlane

Userlane

4.5 (47)
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Userlane offers a code-free DAP solution, tailored for organizations willing to accelerate software adoption and support.
Userlane’s Digital Adoption Platform makes any software application easy to use by guiding people through processes in real-time and offering on-demand support. Userlane HEART is an analytics framework that gives a real-time view of digital transformation progress across your organization so you can uncover and mitigate critical process risks and maximize productivity. Our in-app interactive guides lead users through common tasks by providing them with intuitive on-demand assistance. Learn more about Userlane

Features

  • Activity Tracking
  • Activity Dashboard
  • Chat/Messaging
  • Client Management
  • Onboarding
Plaid

Plaid

4.2 (47)
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With Plaid, customers can connect their checking or savings accounts in as little as 7 seconds, boosting conversion and engagement.
You work hard to get customers. But still, nearly 7 in 10 abandon the onboarding process. With Plaid, you can instantly authenticate and verify accounts so customers get up and running in seconds. Learn more about Plaid

Features

  • Activity Tracking
  • Activity Dashboard
  • Chat/Messaging
  • Client Management
  • Onboarding
MeltingSpot

MeltingSpot

4.5 (46)
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The Customer Education Platform designed to upskill the right customer at the right time within your product.
MeltingSpot is an in-product Customer Education Platform. We help SaaS companies accelerate customer onboarding and product adoption at low CS effort. MeltingSpot provides a comprehensive toolkit to engage customers with forums, webinars, online courses, widgets, academies, and more – right inside your product. We make sure all educational content is contextualized and customized to each customer profile so that teams deliver the right content to the right user at the right moment. Learn more about MeltingSpot

Features

  • Activity Tracking
  • Activity Dashboard
  • Chat/Messaging
  • Client Management
  • Onboarding
Moovila

Moovila

4.6 (39)
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Automate your onboarding processes with Moovila, the world's most advanced work management platform.
Moovila automates onboarding & implementation processes so you can focus on your clients Key features: RESOURCE CAPACITY ANALYSIS: models workloads and capacity for easier forecasting 24/7 RISK MONITORING: alerts you when issues arise AN AUTOMATION ENGINE: analyzes and adjusts schedules and onboarding data RPAX PROJECT SCORING: an indicator of project health and success AI-GUIDED REMEDIATION: keeps your projects on track. Learn more about Moovila

Features

  • Activity Tracking
  • Activity Dashboard
  • Chat/Messaging
  • Client Management
  • Onboarding
Fieldguide

Fieldguide

4.7 (38)
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Fieldguide is an AI-powered engagement automation platform that helps Top 500 accounting firms streamline engagements.
Fieldguide’s AI Advisory & Audit Cloud makes it easy for clients and teams to automate the entire lifecycle of any type of engagement. Fieldguide provides end-to-end visibility across all engagements, streamlined collaboration with distributed clients and teams, and unparalleled staff productivity for any framework, including SOC 2, HITRUST, PCI, and many more. Top 500 firms like Wipfli, Mazars and BerryDunn trust Fieldguide to increase revenue, boost client satisfaction, and improve profits. Learn more about Fieldguide

Features

  • Activity Tracking
  • Activity Dashboard
  • Chat/Messaging
  • Client Management
  • Onboarding