11 Client Onboarding Softwares : What They Offer

Client onboarding software helps clients learn about the different features of your product and derive maximum value out of it, fast. Client onboarding softwares help you welcome and educate new customers in a variety of ways.

In this blog post we'll explain a list of 11 client onboarding softwares and the considerable features they offer:

What is a Client onboarding software?

Client onboarding software is a type of software that helps companies welcome and educate their new customers.

It can be used to provide an overview of the company's products and services, as well as how to use them.

Client onboarding software can also help track customer interactions and create customised reports on customer behaviour.

A Client Onboarding Software helps new customers learn about your product and get comfortable using it.

Onboarding is a process of helping clients understand the value that your software will bring to their business without overwhelming them with too many features or confusing messages at once.

Why do you need a client onboarding software?

With an ever-increasing number of competitors in the market, it becomes very important to have a Client Onboarding Software that helps you acquire and retain customers.

A Client onboarding software can help boost your revenue by reducing churn rate or increasing sales conversions.

It also enables companies to track customer behaviour and understand their needs better with the help of customised reports.

Client Onboarding Softwares can be used to automate client onboarding, using the software's inbuilt features and integrations with existing CRMs.

What should you look for in a client onboarding software?

The features that you should look for in a Client Onboarding Software depends on the type of business you run and your requirements.

For example, if your business requires a Client onboarding software that provides in-depth knowledge of usage and behaviour patterns, then you should look for an analytics driven Client Onboarding Software.

Some common features include:

• Product overviews
• How-to guides
• Training modules
• Creation of customised reports on customer behaviour.

Some Client Onboarding Softwares also integrate with CRMs and help automate the Client onboarding process.

What are the drawbacks of not using a well-built client onboarding software?

The main downside of not using a Client Onboarding Software is that you lose out on potential customers.

According to research, it can take up to seven contacts with a new customer before they buy something from you.

Client onboarding software helps companies track these interactions and close the sale faster.

In addition, Client Onboarding Softwares can help reduce churn rate and increase sales conversions.

So, if you're not using a Client Onboarding Software, you're missing out on a lot of potential business.

List of Client onboarding softwares:

1) GuideCx:

GuideCx is a Client onboarding software that provides in-depth knowledge of usage and behaviour patterns.

It offers product overviews, how-to guides, training modules and creation of customised reports on customer behaviour.

GuideCx also integrates with CRMs and helps automate the Client onboarding process.

It also offers bulk actions which helps Client onboarding managers easily update the status of a set of clients.

Clients can use GuideCx to create and view their own personalized step-by-step training videos that are relevant for them, based on how they're using the product.

2) Inline manual:

Inline Manual is a Client onboarding software that helps companies welcome and educate new customers.

It offers the ability to create customised guides on how to use your product, as well as change existing ones based on customer feedback.

You can also upload videos of tutorials or webinars which you've already conducted with clients.

It offers a wide range of features such as automatic email notifications, personalised welcome messages, interactive tutorials etc.

3) Rocketlane:

Rocketlane is a Client onboarding software that helps you increase sales conversions. It offers personalised product tours, interactive help guides and automatic email notifications.

You can also track the progress of your clients with Rocketlane's "client journey" feature. In addition, it integrates with most CRMs and eCommerce platforms.

Rocketlane also offers a free trial for new users.

Project Managers and Teams with separate platforms may collaborate through LiveDocs, a tightly-knit experience that includes project management, live document collaboration, and communication functions.

4) Pipefy:

Pipefy is a Client onboarding software that helps Client Onboarding Managers create and manage educational content.

It also offers detailed reports on customer behaviour, product usage patterns and engagement levels which can help you make better business decisions.

It also aids Client Onboarding teams in producing bespoke training modules and managing the client onboarding process more effectively.

Pipefy is a project management tool that allows project managers to collaborate with their team members through a single platform, allowing everyone to work on many projects at the same time.

5) Onboard:

Onboard is a client onboarding software that aids organizations in creating a tailored, step-by-step experience for new clients.

With this program, you'll be able to grow your personalised marketing campaigns with a variety of features and customise the checklists for each client. You may also add videos or pictures into these manuals.

You may use Onboard to combine with Slack, Stash, and Google Drive to improve your client onboarding experience.

Onboard also has a client portal, which allows clients to access their instructions from any device.

Onboard also offers an automated, time-saving approach to record keeping that reduces your risk of data breaches and ensures that your data storage policies are secure and up-to-date with European law.

6) Precursive:

Precursive is a Client onboarding software that helps you increase customer loyalty and retention. It offers personalised welcome messages, interactive tutorials, automatic email notifications and product tours.

You can also track the progress of your clients with Precursive's "client journey" feature. In addition, it integrates with most CRMs and eCommerce platforms.

Precursive also allows Client onboarding managers to create and schedule automated email campaigns in advance, which helps you stay connected with your clients throughout their client journey.

It offers a wide range of features such as automatic email notifications, personalized welcome messages, interactive tutorials etc.

Another bonus is that Precursive's pricing plans are very affordable.

7) ProcessStreet:

ProcessStreet is a Client onboarding software that helps you manage your repetitive tasks.

ProcessStreet allows Client onboarding managers to create checklists that guide their new customers throughout all of your required workflows for Client Onboarding Managers.

It also has an activity stream feature which allows clients to communicate on boarding managers can also use ProcessStreet to keep track of all the files related to their clients and create custom templates for each new client.

Client onboarding managers can also schedule automated email campaigns in advance using Client onboarding, which helps you stay connected with your customers throughout their client journey.

This software is perfect for organisations that want a streamlined, paperless Client onboarding process.

8) Taskray:

Taskray is a Client onboarding software that helps organisations manage their projects and tasks.

With Taskray, Client onboarding managers can create to-do lists for new customers and track the progress of each task. In addition, you can assign tasks to team members and set due dates for each task.

You can also use Taskray to create reports on your Client onboarding tasks and get notified when deadlines are approaching.

Taskray also has a chat feature that allows Client onboarding managers across multiple teams to communicate with each other in the same space.

It's perfect for large organisations that have many Client onboarding stakeholders.

9) Userlane:

With Userlane, Client onboarding managers can create interactive guides for their new customers. These guides will teach users how to use your product and get the most value out of it.

In addition, Userlane offers an AI feature which will analyse how your clients use your product and recommend specific guides for them.

Userlane also offers a "coaching" feature which allows Client onboarding managers to chat with their customers one-on-one. This can help resolve any issues that users are having while using your product.

It's perfect for organisations that want to provide a personalised Client onboarding experience to their customers.

10) Clustdoc:

Clustdochelps you manage your customer support tickets. With Clustdoc, Client onboarding managers can create personalized responses for common support requests and resolve issues faster.

They also have the option to escalate unresolved cases so they are resolved as quickly as possible.

Clustdoc automatically assigns each Client onboarding manager with a "Clustdoc is Client onboarding software that helps you create and manage your company's documentation.

With Clustdoc, Client onboarding managers can create and manage a central repository of all the documents related to their new customers. In addition, they can also track who has accessed each document and when.

This software is perfect for organisations that want to keep track of all the documents related to their Client onboarding process.

11) SmartKarrot CS:

SmartKarrot CS is a Client onboarding software that helps you create and manage your company's customer surveys.

With Smart Karrot, Client onboarding managers can create custom surveys for their new customers and track the progress of each survey. In addition, they can also analyse the results of each survey to improve their Client onboarding process.

SmartKarrot is perfect for organisations that want to collect feedback from their new customers about their Client onboarding experience. are a lot of Client onboarding softwares available on the market.

Conclusion:

Client onboarding software helps Client onboarding managers educate their customers about the different features of your product.

Different Client onboarding software have unique benefits that can help you provide a better Client onboarding experience to your customers. So be sure to do your research before opting for the one that fits you!

‍