Best Client Onboarding Products

GUIDEcx provides customers with a white-labeled custom on-boarding / implementation experience that creates visibility, accountability and sends real-time updates when a product or service is scheduled for delivery.

paid Free Trial $4800.0 / Annually (Starter Package)

Industry's first context-aware Helpdesk Software.

Key Zoho Desk features:

Omnichannel Zia - Artificial Intelligence Embeddable Self-service Multibrand Help Center

Visit website freemium $12.0 / Annually ($12 USD/monthly on Annual Subscription.)

A collaborative customer onboarding platform.

Key Rocketlane features:

Unified Platform Customizable Workflows Real-Time Collaboration User-Friendly Interface

paid Free Trial $19.0 / Monthly

Scale SaaS implementation capacity without adding headcount.

Key Baton features:

Streamlined Project Management Integration Capabilities User-Friendly Interface Customizable Workflows

Improve user onboarding, feature activation & more — no code required! Stop waiting on dev and start increasing customer engagement today. Try it for free.

Key Appcues features:

Ease of Use Customization Integrations Analytics

Product user experience software for product & UX teams.

Key Userpilot features:

User-Friendly Interface Rich Feature Set Customization Options Behavioral Targeting

TaskRay by Bracket Labs is a project management tool application that operates within Salesforce.

Key TaskRay features:

Integration with Salesforce Customizable Project Templates Real-time Collaboration Robust Task Management

Setuply: Transform Clients into Brand Advocates. An AI-powered, purpose-built platform for client onboarding and lifecycle management, helping B2B teams accelerate revenue recognition, boost retention, and scale operations with confidence.

Key Setuply features:

Project Management Case Management Secure Data Staging Client Impact Control Panel

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Create in-app experiences with the most straightforward product adoption platform — quick implementation, lasting user engagement.

Key UserGuiding features:

User Onboarding Guides Hotspots Onboarding Checklists Knowledge Base

Try for free paid Free Trial $69.0 / Monthly (Basic; Guides & Checklists, Knowledge Base, In-app Surveys)