7 Best Customer & Client Onboarding Software in 2024

Yash Prajapati
Read Time: 8 Minutes
7 Best Customer & Client Onboarding Software in 2024

What we'll cover

    To build solid connections, increase customer satisfaction, and optimise development, small businesses must implement efficient client and customer onboarding procedures. It could be difficult to choose the best onboarding tool with the wide range of software options available. We've put up a list of the top 7 customer and client onboarding software solutions for small businesses in the US to make your search easier. 

    What is Client Onboarding Software?

    A sort of technology called Client onboarding software aids companies in streamlining and automating their client onboarding procedure. With the aid of this software, new customers may be smoothly brought into the company's system and given a positive first impression of its operational effectiveness. Features like task management, data integration, automatic reminders, and customisable workflows are frequently included. Reducing the time to revenue, improving customer retention, and raising client happiness are the ultimate objectives.

    The process of onboarding new clients is essential for any company hoping to build lasting connections with its customers. It entails getting crucial information from the customer and correctly configuring their accounts or services. When carried out manually, this procedure can be laborious, time-consuming, and prone to mistakes. 

    Why Does Client Onboarding Software Matter?

    Software for onboarding new clients is essential since it streamlines and expedites the laborious process of incorporating them into your company's operations. It makes a strong first impression, establishing the tone for upcoming conversations and maybe fostering enduring loyalty. Moreover, it lowers risks by guaranteeing adherence to regulatory requirements and industry standards, which increases customer satisfaction through improved communication and service delivery. Using such software might provide your company a big competitive edge in the highly competitive US market, setting it apart in terms of customer interactions and overall service effectiveness.

    Businesses can also benefit from client onboarding software in terms of scalability and consistency. It is possible to grow client onboarding to handle more customers without straining your resources or sacrificing quality with the use of automation. This promotes justice and equality by guaranteeing that every client receives the same degree of care and attention.

    Additionally, your staff will be able to concentrate on more crucial parts of client onboarding, including developing connections and comprehending their unique demands, since the software will handle monotonous duties. This enhances the customer experience overall and gives your staff more time to focus on other crucial projects.

    Top 7 Best Customer Onboarding Software

    1. Why use Eloomi’s?

    The quickest and easiest approach to promote growth for your team members, organisation, culture, and people is using Eloomi's learning and development platform. Since excellent L&D shouldn't be very difficult. With its four expandable parts, amazing design, flat learning curve, and excellent support, eloomi is simple to use on all fronts. We make it simple to increase your influence, no matter where you are in your L&D journey:


    • Interactive Learning Modules 

    • Performance Management 

    • Mobile Learning 

    • Integrated Gamification

    • Compliance Training 


    Eloomi offers custom pricing, so the best way to find out how much it costs is to request a demo.


    • Employee onboarding

    • Employee skill improvement

    • Employee engagement


    • Need a functionality to insert steps in processes already created

    • A few users reported experiencing bugs and speed issues when generating reports, especially ones with a large volume of data, but have noted that Eloomi’s customer support team is quick to resolve such issues.

    2. Why use Remote?

    Multinational teams looking to handle their whole onboarding process on a single platform will find remote work to be excellent. Remote onboarding makes it possible for remote workers and contractors in more than 60 countries to submit, complete, sign, and save paperwork in a paperless, mobile-friendly manner. 


    • Contractor Management plan: $29/contractor/mo.

    • Employer of Record plan: $599/employee/mo (when paid annually).

    • Global Payroll and Remote Enterprise plans: Custom prices – contact Remote.

    • Startup and nonprofit discount: Eligible startups and nonprofits can get 15% off EOR and Contractor Management Software for 12 months.

    • Refugee discount: Up to 10 employees free when hiring refugees.


    1. Cost savings: Companies can save on expenses related to physical office spaces, including rent, utilities, and maintenance.

    2. Access to a broader talent pool: With remote work, companies are not restricted by geographical locations and can hire skilled professionals globally.

    3. Increased productivity: Studies suggest that employees often show increased productivity when working from home due to fewer disturbances and a more comfortable environment.


    1. Communication challenges: Remote work can sometimes lead to communication gaps. Without face-to-face interactions, messages can be misunderstood or lost in translation.

    2. Difficulty in team building: Building a strong company culture and fostering team cohesion can be challenging when employees are dispersed.

    3. Employee isolation: Remote workers may feel isolated or disconnected from their team, which can impact morale and job satisfaction.

    3. Why use Product Fruits?

    With Product Fruits, you can onboard customers at scale and provide them with tips on how to get the most out of your product. Product Fruits is a no-code software adoption platform for web-based apps. Web apps may benefit from this product adoption platform's interactive instructions, onboarding checklists, hints & tooltips, customer feedback widget, and knowledge base. The intended user base for this product editor is non-technical. Therefore, having coding knowledge is not a need for creating flawless onboarding experiences. 


    • Product tours

    • Onboarding checklists

    • In-app hints, tooltips & beacons

    • In-app announcements

    • Feedback widget

    • Life Ring Button (help center)

    • Knowledge base

    • Targeting of Audience

    • Behavioral tracking


    • To subscribe to any of the pricing plans, you don’t need a credit card. And it also offers a 14-day free trial. Subscribing to the yearly plan is more advantageous, as it saves you $20 on any plan. 


    1. Quality Product Fruits is known for its high-quality, fresh produce. Their fruits are always ripe, flavorful, and free from harmful pesticides and chemicals.

    2. Variety they offer a wide variety of fruits, both local and exotic. This allows consumers to enjoy fruits from different parts of the world.

    3. Sustainable practices product Fruits is committed to sustainable farming practices, ensuring minimal environmental impact.


    1. Price their products, while high-quality, are often more expensive compared to other fruit suppliers. This could potentially deter budget-conscious consumers.

    2. Availability due to their focus on seasonal and sustainable produce, some popular fruits might not be available year-round.

    3. Limited distribution as of now, Product Fruits primarily serves urban areas, making it difficult for those in more rural locations to access their products.

    4.  Why use Onboard.io?

    A clever customer onboarding software solution called Onboard.io was created to help you launch, plan, automate, and manage client onboarding from handoff to launch. By creating Maps (dynamic launch plans) in response to changing customer demands, our software saves time and costs money while providing a truly customised onboarding experience. Internal and external stakeholders may work together using the same MAPS (dynamic launch plans) thanks to Onboard.io, which provides end-to-end accountability and visibility while keeping everyone in the loop. Because a lot of the onboarding process is repeatable, it helps your team deploy more clients faster and with less effort. 


    • Visibility

    • Collaboration

    • Organization

    • Management


    • Free Trial Available

    • Starts at $149.00. Offers Custom plan.


    • Onboard.io is renowned for offering streamlined user interface, making it user-friendly and easy to navigate.

    • The software is adaptable to varying business sizes and types, rendering it a versatile tool for many companies.

    • Its automated onboarding process reduces time and effort spent on manual tasks, improving operational efficiency.

    • Customer service of Onboard.io is highly rated for its swift responses and effective issue resolutions.


    • Although Onboard.io is adaptable, its customization capabilities may not be as extensive as some other competitors in the market.

    • The pricing can be a bit steep for smaller businesses or startups, which might deter potential users.

    • It may require a learning curve for users who are not tech-savvy, potentially slowing down the onboarding process initially.

    • Some users have reported occasional software glitches that disrupt the smooth operation.

    5. Why use  Affinity Canvas?

    Affinity Canvas is an easy-to-use yet effective tool for onboarding, implementation, and client success.In order to manage their customer-facing operations and improve onboarding timings and overall customer experience, our objective is to provide a straightforward yet effective platform for client success, implementation, and customer onboarding teams. By streamlining procedures, boosting client interaction, and crafting unforgettable experiences, you'll maintain client connections, boost retention, and grow your business.We support customer success managers to succeed in everything from engagement and renewals to onboarding and adoption.


    • Real-time visual planning for customer onboarding

    • Static designs into a finely-tuned and scalable service machine

    • Manage Dashboard

    • Customer View

    • Dynamic Email Alerts

    • Notes, Ideas, and More


    • Free Trial Available

    • Affinity Canvas Offers Custom plan.


    • Quality products affinity canvas is widely known for its exceptional quality materials. Their canvases are durable and highly rated by customers.

    • Wide range of options The company offers a wide array of products, catering to the needs of different artists.

    • Excellent customer service affinity canvas has an excellent customer service reputation, resolving issues promptly and professionally.


    • Price their high-quality materials often come with a higher price tag. While the quality is generally worth the cost, it may be inaccessible to some customers.

    • Availability some customers have complained about the availability of specific products. Popular items often sell out quickly.

    • Shipping there have been instances of delayed shipping, which can be frustrating for customers who need their products in a timely manner.

    6. Why use ClientVenue?

    The ClientVenue software provides agencies with a platform to manage their teams, billing, client requests, and much more. The software offers tools to manage Onboarding to self serve and prevent project delays from happening. Build portal experience with services and show it up to customers. Connect with all popular payment platforms, and automate invoicing and bill collection.


    • Employee Management

    • Onboarding

    • Timesheet Management

    • Dashboard

    • Invoice Management

    • Invoice Processing

    • Team Management

    • Storage Management

    • Real Time Editing

    • Data Storage


    • Free Trial Available

    • Starts at $12.00.


    • User-friendly Interface clientVenue's platform is intuitive and easy to navigate, allowing users to access services with minimal technical knowledge.

    • Diverse Services the company offers a wide range of services, catering to different client needs and making it a one-stop solution.

    • Excellent sustomer support clientVenue is known for its prompt and efficient customer support that addresses problems and queries in a timely manner.


    • Pricing the services offered by ClientVenue might be deemed expensive by some users, especially small businesses and startups.

    • Limited customisation: While the platform is user-friendly, it offers limited scope for customisation to cater to specific user needs.

    • Oversimplification of services some users have expressed that the services are oversimplified, which may not be suitable for complex projects.

    7. Rocketlane

    A client onboarding tool called Rocketlane was created specifically to automate and manage post-sale tasks. You can easily develop unique workflows and automate your customer onboarding process with our user-friendly client onboarding software. Teams can do more work more quickly, improve customer onboarding, and shorten time to value with the aid of this collaborative software.

    Teams can use Rocketlane to automate their best practices, gain process improvement insights, and consistently provide a frictionless customer experience. The programme integrates document collaboration, communication, and project management functionalities in a novel way. It incorporates all necessary features and resources to produce a dependable, clear, and enjoyable experience.


    • Custom Fields

    • ProTemplates

    • Reminders & Notifications

    • Conversations

    • Time Tracking


    • Free Version: None

    • Pricing: $19/user/month billed annually for the Essential plan (with a free 14-day trial)

    • Platforms supported: Web


    1. Efficient project management rocketlane offers an all-in-one platform to manage customer onboarding, project tracking, and collaboration, making it highly efficient for teams to work together.

    2. Ease of use with a user-friendly interface, it is easy to navigate and doesn't require extensive training.

    3. Integration It integrates well with existing systems and software, allowing for seamless workflow.


    • Limited Customisation the level of customization available is not as extensive as some other platforms, which can restrict flexibility in managing projects.

    • Pricing The pricing can be a little steep for smaller businesses or startups with tight budgets.

    • Feature availability: while rocketlane has a robust set of features, it lacks some specific features that other project management tools offer.


    Selecting the right onboarding software for your clients and customers is a critical aspect of ensuring excellent customer service and smooth business operations. The seven best solutions for 2024 offer a diverse range of features tailored to meet different business needs. As your trusted partner, SaaS Adviser continues to monitor industry trends and stay at the forefront of technological advancements, providing you with the most up-to-date and effective software recommendations to enhance your onboarding process.

    ► You May Also Read: How to Level Up Your Client Onboarding Process with Software

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