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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.

71 results
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 Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
Pipefy is a no-code process management software that empowers anyone to create and automate efficient workflows on their own.
Pipefy is the no-code process and workflow management platform that gives businesses a secure, easy-to-use tool to build, automate, optimize, and orchestrate any type of process. Pipefy is designed to make security, integration, and everyday use easy and intuitive. Key features include 300+ native connectors, a built-in security suite, artificial intelligence capabilities, process templates, customizable forms, rules and conditionals, and some of the fastest time-to-value in the market. Learn more about Pipefy

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
Cloud-based pet sitting software trusted by over 3,000 of the world's most successful pet care companies. Start your free trial today!
Trusted by over 3,000 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 Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
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 Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
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 Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
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 Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
Learning at work made easy. Create, assign, and measure training. Plus get hundreds of top-rated courses included.
Learning at work made easy. Create, assign, and measure training. Plus get hundreds of top-rated courses included in HR Compliance, Business, Safety, and Personal Development included. Used by over 45 Million employees. 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 Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
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 Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
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 Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
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 Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
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 Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
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 Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
Intelligent Growth platform for Customer Success and Account Management teams, focussed on Expansion.
1. Built on a foundation of Augmented Intelligence, SmartKarrot proactively handles complex use cases around Expansion & Retention. Across multiple products, service lines and geographies. 2. Our Intense focus on Automation & Playbooks allows our customers to scale efficiently. 3. Our New Age Design with a PLG mindset allows for a great experience for users. 4. Our unlimited user packages allows our clients to become truly Customer Centric, and enables great alignment within teams. Learn more about SmartKarrot

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
Fieldguide is a Risk Advisory Services Platform that makes it easy for clients and teams to automate the entire engagement lifecycle.
Built by and for practitioners, Fieldguide is a comprehensive Risk Advisory Services Platform that makes it amazingly easy for clients and teams to automate the entire lifecycle of any type of engagement. Fieldguide provides accounting and audit firms end-to-end visibility across all engagements, streamlined collaboration with multiple clients, and unparalleled staff productivity for any risk framework, including SOC 1 and SOC 2, PCI, NIST and more. Learn more about Fieldguide

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
Cloud-based customer onboarding solution that assists firms with customer segmentation, task scheduling & customized reporting.
Taskfeed has merged with Precursive, combining our excellent Customer Onboarding project management app with the leading capacity planning & resource management tool. Taskfeed is now known as Precursive OBX. Precursive OBX gives you complete visibility over information that counts most in SaaS Customer Onboarding so you can successfully manage your team, your customers, your processes & Salesforce tasks to deliver customer success. Learn more about Precursive OBX

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
Rocketlane is a client onboarding software that helps teams hit project goals, shorten time to value, and deliver a 5-star experience.
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 Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
TaskRay is an enterprise-class solution for onboarding customers at scale in Salesforce.
TaskRay is an enterprise-class solution for onboarding customers at scale in Salesforce. TaskRay helps businesses onboard customers faster and more efficiently. TaskRay's templating and automation functions help high tech, SaaS, Wealth Management, Manufacturing, and Franchising businesses build systems that scale - whether they have 100 customers or 10,000 customers. And, TaskRay also functions wonderfully as a full-suite project management solution. Learn more about TaskRay

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
Bites enables organizations to create and share professional content with their frontline employees' quickly and effectively
Modern, authentic and easy business communication and training Three key components of the Bites solution include: 1. Create a short "story like" video with the Bites app and make it professional with the assistance of Bites AI. 2. Share the content with your frontline employees via existing instant messaging channels (SMS, WhatsApp, MS Teams, etc.) and reach them where they are most attentive. 3. Track and monitor employees' engagements, comments, and progress. Learn more about Bites

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
ClientSuccess is a customer success software platform that helps SaaS companies retain and grow their customer base.
ClientSuccess is a customer success software platform that helps SaaS executives and their customer success teams retain and grow their existing customer base. ClientSuccess was awarded the SIIA CODiE Award for "Best Customer Success Management Solution" as well as being selected to the Red Herring Top 100. Learn more about ClientSuccess

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
Best-in-class software adoption platform to transform the way your users work with their digital technology.
BrainStorm is an unparalleled learning solution for mid-sized and enterprise organizations who want to dramatically increase software adoption. QuickHelp combines content expertise with an intelligent platform, all designed to transform the way users work with their technology. Our highly personalized approach to change management gets users and their technology on the same team, preventing user frustration, alleviating IT workloads, and helping organizations reach their goals. Learn more about BrainStorm

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
Complete digital solution with fully automated work-flows for sustainable paperless business management.
Complete digital solution with fully automated work-flows for sustainable, paperless business operation. Empowers collaboration in all aspects of business. Fully customizable modules in client, project and document management, finance, invoicing and controlling functions. Equipped with unique and innovative features such as e-contracting, e-signature, remote identification (KYC, AML), digital onboarding and customer portal. Integrated with Mailchimp, Outlook, IdenTT, Opten and accounting apps. Learn more about Adamo Digital Platform

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
Raven360 creates product experts and stops churn with our learning delivery platform built for onboarding B2B SaaS customers.
At Raven360, we know that you want to train customers so you can scale your business. We believe a lack of product competency should never be why a customer churns. Stop wasting time and damaging your brand reputation. Instead, feel confident and in control while creating product experts at scale with our learning delivery platform built for onboarding and training B2B SaaS customers. Learn more about Raven360

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
Identity Proofing, Onboarding & Engage platform that digitize business processes to ensure greater efficiency and to increase earnings.
TocToc is a web based platform that provides business process digitization solutions. A multi-service platform that offer Customer Engagement, Identification & Sale services, that helps companies increase conversions by the best interaction with online customers. It is useful for Sale, Support, Counseling, Video ID Recognition, ESignature & Online Contract Signing and Digital Marketing activities. Learn more about TocToc

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
Build fully personalized user onboarding experiences without writing a single line of code.
Build fully personalized user onboarding experiences without writing a single line of code. Kompassify is a digital adoption platform with features including tailored multi-choice onboarding to increase activation rate with real-time insights. An onboarding progress bar and checklist allows for greater user engagement and simplification of task management. Kompassify also provides announcement widgets to update users on newly released features through onboarding and written feedback. Kompassify additionally allows for in-app product tours to help users best understand the product. Learn more about Kompassify

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
Enterprise Software Adoption at Scale
Apty is a Digital Adoption Platform that helps enterprise optimize their business processes. Successful digital adoption involves both guiding people through new critical software applications and proactively pushing them to complete new processes. Only Apty combines the power of on-screen guidance with the time-saving automation of proactive process compliance. Learn more about Apty

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
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 Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
Add universal search, smart nudges, and timely help content to your product with just one integration.
CommandBar is an intelligent layer that wraps around your product to help improve product adoption — from prospects test driving, new users starting out, or power users in your tool daily. We do this by enabling you to add universal search, smart nudges, and timely help content to your product with just one integration. Trusted by user-obsessed teams at Netlify, Freshworks, Gusto, Yotpo, AngelList, and others. Get started for free at commandbar.com. Learn more about CommandBar

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
Deliver the simplicity, flexibility & WOW factor needed to engage your customers, accelerate activation, & drive adoption.
Customer success teams rely on ScreenSpace’s Immersive Product Stories to eliminate high-touch interactions by driving activation, adoption, and retention through personalized self-guided tours. With a drag & drop, ScreenSpace transforms your existing content – demos • videos • screenshots • guides • decks – into a comprehensive, self-guided web experience that delivers a contextual learning experience that adapts to each customer. All while gaining insights on customer usage & pain points. Learn more about ScreenSpace

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
ReloTalent is a relocation management solution that efficiently manages and tracks employee relocations.
ReloTalent helps you manage every aspect of your client's move. From assignment to expense management, our user-friendly features like reminders, autofill emails and forms, together with integration options via our Public API, make client relocation stress-free. Our assignee personal portal (web and mobile) allows you to interact with your assignees, propose guides, gather files and remind them about due dates and events. Learn more about ReloTalent

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
Cloud-based solution that enables businesses to design custom forms, onboard clients, create proposals, schedule meetings, and more.
Give your clients something to rave about. When clients LOVE working with you because of how easy you've made it, they'll tell everyone else to work with you too. Referrals put your marketing on autopilot. This all-in-one platform helps you with the tough part of running a business - managing your clients simply, seamlessly & beautifully. WillowSpace is a cloud-based solution that enables business owners to design custom forms, onboard clients, create proposals, get contracts signed and more. Learn more about WillowSpace

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
Atlas spans all aspects of human experience management, so you can fast-track global ambition and simplify HR set-up.
Atlas enables innovative companies to compete in a global economy, believing that businesses should employ whomever they want, wherever the talent exists. As the largest Direct Employer of Record (EOR), Atlas is a technology platform that is supported by experts and delivers flexibility for companies to expand across borders, onboard talent, manage compliance, and pay their global workforce without the need for a local entity or multiple third-party providers. Learn more about Atlas

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
Journy.io is a Customer Success Platform that helps SaaS businesses fight churn, increase ARR, retention, and expansion.
Journy.io helps SaaS businesses increase user retention, expansion revenue, and fight churn. Turn your customer data into insights and signals that align sales, success, and marketing efforts. Unlock a single customer view, see feature adoption per account, create churn & buying signals, monitor health scores, and take automated actions in the tools you already use for customers in every stage of the journey. Start for free. Turn trial or demo prospects into engaging clients. Learn more about journy.io

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
Transform customer onboarding with Fullview. Cobrowse with your customers in multiplayer mode and guide them through your product.
Are you still using screen sharing to onboard customers or show them new features? With Fullview's cobrowsing solution you can call customers within your product, navigate with them in multiplayer mode, highlight and click on elements on their screen and more. There are no downloads involved, and no links to share. Simply see if a customer is online in your Fullview dashboard and start a session with the click of a button. Learn more about Fullview

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
All your help and support resources, easily accessible at the moment of need. What your users need, when they need it, in real-time.
Do your employees really know where to find the help, support and guidance they require, in their moment of need. Our DAP (Digital Adoption Platform) Intellek Deliver can help you to overcome this challenge, by delivering your users exactly what they need, when they need it. With the use of our context sensitive, just-in-time tool you can consolidate all your resources, streamline the onboarding process and deliver the right resources at the right time, without disrupting workflow. Learn more about Intellek Deliver

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
Manage credit applications and loans granted from a single platform, covering the entire loan lifecycle.
Bankingly’s Digital Onboarding & Loan Origination solution provides SME financial institutions with a platform to streamline their loan origination process. It offers an efficient and secure way for customers to apply for new financial products, such as loans. By using this solution, financial institutions can improve their efficiency, enhance customer experience, and minimize potential risks associated with the loan origination process. Learn more about Digital Onboarding & Loan Origination

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
Digital checklists/ secure portals to manage repetitive documentation and e-signature requests (Compliance, HR, vendors, clients, etc)
Configurable digital checklists to collect, track, and store repetitive documentation and e-signature requests. Example use cases -Onboarding (staff, clients, vendors, etc) -Compliance checklists -Due diligence/ KYC -Lending/ investor documents -Insurance applications and claim submissions Benefits: efficiency, client experience, visibility, compliance, security Learn more about Boilerplate

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
Collect is a a cloud-based and user friendly secure portal solution that helps users collect and manage client documents.
Collect is a a cloud-based and user friendly secure portal solution that helps users collect and manage client documents. It offers features such as document collection, intake forms, automatic reminders, document security and more. Learn more about Collect

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
Financial data API enabling connection of customer financial accounts from over 10000 US and Canadian financial institutions.
Financial data API enabling connection of customer financial accounts from over 10000 US and Canadian financial institutions. Learn more about Flinks Connectivity

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
OnRamp is dynamic customer onboarding software that helps you turn any high-touch customer onboarding process simple.
OnRamp is dynamic customer onboarding software that helps you turn any high-touch customer onboarding process simple. - Reduce effort for customers to complete onboarding steps on their own. - Cut manual steps for your team and open up time for high-impact work. - Onboard customers 2x faster and scale without growing headcount. OnRamp is how customer onboarding and implementation managers actually do more with less and deliver white-glove onboarding and enablement experiences at scale. Learn more about OnRamp

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
"Perfios: Advanced financial software for smart data extraction,analysis, and decision-making. Simplify finance management effortlessly
Perfios Software Solutions is India’s largest SaaS-based B2B fintech software company enabling 900+ FIs to take informed decisions in real-time. Headquartered in mumbai, India, Perfios specializes in real-time credit decisioning, analytics, onboarding automation, due diligence, monitoring, litigation automation, and more. Learn more about Perfios

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
Customer onboarding software for curating customer experiences.
1Centre is client onboarding software for curating customer experiences focusing on trade for SME customers. Learn more about 1Centre

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
A complete Digital Onboarding and Credit Analysis platform with all pre-integrated tools
Streamline your customer registration processes for anticipation of receivables and other operations. The speed and security you've come to expect. A complete Digital Onboarding and Credit Analysis platform with all pre-integrated tools PAPEROFF has everything you need for a 100% digital treadmill. Data Extraction (OCR) Using Artificial Intelligence, we are able to extract data from documents in a structured way, which allows automation in filling out forms and instant validations. Digital sign Learn more about PAPEROFF

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
Dock is a collaborative workspace for buyers and customers. Dock makes it easy to set up digital sales rooms and onboarding plans.
Dock is a collaborative workspace for buyers and customers. Dock makes it easy to set up digital sales rooms, onboarding plans, client portals and project hubs. Instead of navigating multiple email threads, hidden attachments and random links, customers visit a personalized space when they need something. Along the way, client managers get analytics to move deals and projects forward. Learn more about Dock

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
Walnut is a codeless platform that enables SaaS companies to fully customize, manage, and optimize their product demos.
Walnut is a codeless platform that enables SaaS companies to fully customize, manage, and optimize their product demos. By using Walnut to create personalized and failure-free demos for their clients, sales professionals can increase their conversion rate while collecting valuable insights to improve their sales process. Grow your bottom line dramatically with powerful demos like Adobe, Medallia, Poeple.ai, NetApp, Varonis, and numerous other industry leaders. Schedule your free demo today. Learn more about Walnut.io

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
Client onboarding platform that helps businesses collaborate with teams and maintain a database of client information.
CogniSaaS replaces legacy project management tools and integrates with other tools to provide "single source of truth" that enables easy cross-fucntional collaboration to manage and prioritize projects, revenue risks, resource management and deliver customer use-case on time and at scale. Unlike other customer onboarding tools, which track only implementation tasks, CogniSaaS tracks delivery status of customer use cases, product roadmap dependencies, implementation tasks, etc. Learn more about CogniSaaS

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
Business Network Platform providing better collaboration and lead management for independent workers.
a Business Network Platform providing better collaboration and lead management for independent workers. The platform combines a client management tool with an integrated network to help Entrepreneurs, Freelancers, Independent Contractors, and Small Business Owners manage their gigs, automate their work, share skills, and earn more, all in one place. Learn more about Feedcoyote

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
Transform performance, and simplify work. Boost efficiency, and amplify marketing & product outcomes.
In today's fast-paced, technology-driven world, businesses need innovative solutions to streamline their work processes and deliver exceptional user experiences. Leverage real devices to assess and validate your product's design and functionality, increasing customer satisfaction and better user experience. Explore how M-Connect helped transform your and your team's performance and simplify your work, enhancing efficiency and amplifying marketing and product outcomes. Learn more about M-Connect

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
Wealth Management Technology That Automates Manual Administration
Mako is a wealth management software that provides client engagement automation, digital workflow and onboarding, and more. Learn more about Mako Fintech

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
Real time client risk assessment in 20 seconds. Grow fearlessly.
MinervaAI is a regtech platform powered by deep learning and automation. Regulatory use cases include: * Onboarding (IDV, watchlist screening, KYC, KYB, due diligence, risk scoring) * Risk scoring * Investigations * Ongoing monitoring 300X faster, 99% accurate and 100X less expensive than point solutions. Learn more about MinervaAI

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
Customer onboarding and identity verification platform that integrates into web and mobile applications.
Customer onboarding and identity verification platform that integrates into web and mobile applications. Learn more about Verifai

Features

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