Best Customer Onboarding Products in 2025

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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WordPress Onboarding Plugin simplifies user orientation by creating guided tours, tooltips, and popups. It enhances user experience by providing step-by-step instructions, making it easy for new users to navigate and utilize your website effectively.

Key CreativeMinds WordPress Onboarding Plugin features:

Target Specific Pages Rich Content Templates Automatic Widget Open

paid $39.0 / Annually (Essential)

Hubflo is the fastest-growing AI-Powered Client Portal for professional & creative services. Streamline client onboarding and deliver your services in a professional way with a branded client portal.

Key Hubflo features:

Client portal

Asana project management is an effort to re-imagine how we work together, through modern productivity software. Fast and versatile, Asana helps individuals and groups get more done.

Key Asana features:

User-friendly Interface Collaboration Features Integration Options Customizable Workflows

freemium $11.99 / Monthly (Per user - Premium)

Signzy provides Digital Onboarding, identity verification, eSign & Contracting - Platforms & APIs to help businesses meet KYC, KYB AML regulations in Banking, Insurances, Financial services , Automobile, Payments, etc.

Key Signzy features:

Innovative Technology Comprehensive Compliance Automation Efficiency Scalability

paid Free Trial $0.01 / Usage

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)

All-in-one workspace. One tool for your whole team. Write, plan, and get organized.

Key Notion features:

All-in-One Workspace Highly Customizable Collaboration Features Cross-Platform Availability

Perform any banking functions on top of corporate accounts.

Key Business Banking APIs by Decentro features:

Comprehensive API suite Ease of integration Regulatory compliance Scalability

Access Intell offers businesses leading-edge credit risk management software to avoid bad debt, creating a streamlined process from online trade applications and PPSR through to ongoing risk monitoring.

Key Access Intell features:

Access Approve Access PPSR Access Monitor

ClickUp's #1 rated productivity software is making more productive projects with a beautifully designed and intuitive platform.

Key ClickUp features:

Flexible Task Management All-in-One Solution Integration Capabilities Scalability

Product user experience software for product & UX teams.

Key Userpilot features:

User-Friendly Interface Rich Feature Set Customization Options Behavioral Targeting

End-to-End user OnBoarding & Digital Identity Verification solutions for Enterprises | Digital KYC | Background Verification | Banking.

Key Surepass.io features:

Aadhaar Verifcation API PAN Verification API Voter ID Verification

paid Free Trial $0.1 / Usage

CreditorWatch offers business credit reporting solutions.

Bonboarding.