Skip to content

The 12 Best Client Onboarding Software of 2024

Author: Melissa Scatena

Published: May 3, 2024

Last updated: June 12, 2024

Table of Contents
Schedule a Demo

An efficient customer onboarding process is crucial for retaining clients and ensuring their success. However, implementing it is easier said than done. As a customer success (CS) leader, you need a customer onboarding tool that smooths collaboration, provides structure, and delights customers from day one.

The right customer onboarding solutions will save your team hours while accelerating time to value for new accounts. However, with so many customer onboarding tools on the market, identifying the top customer onboarding solutions can feel overwhelming.

That's where this customer onboarding solutions guide comes in. You're about to discover the 12 best client onboarding software tools to consider in 2024. We'll explore each customer onboarding solution's capabilities, so you can confidently select the best onboarding software to fuel your team's success.

What Should You Look for in Client Onboarding Software

First, let's cover the key features great customer onboarding solutions should deliver:

Overall, the best customer onboarding software centralizes the orchestration of your onboarding engagements while providing structure for customers. With those table stakes covered, let's explore the top customer onboarding tools on the market.

12 Best Client Onboarding Software to Use in 2024

After extensive research across the customer success tech landscape, these 12 customer onboarding solutions stand out as the premier client onboarding tools to consider in 2024:

1. OnRamp

OnRamp stands out as one of the best client onboarding platforms due to its user-centric design and innovative approach to customer engagement. It uniquely offers a dual-interface system: a customer portal designed specifically for end-users and an internal centralized project management platform for the onboarding team. This separation ensures a tailored experience for both clients and service providers, enhancing efficiency and satisfaction. 

OnRamp's intuitive interface and automation capabilities streamline the onboarding process, making it a top choice for businesses looking to improve their client onboarding experience.

Pros:

  • User-friendly customer portal
  • Automation capabilities
  • Flexible project management
  • Comprehensive reporting
  • Integration with major platforms

Cons:

  • No free version

2. ChurnZero

Best Customer Onboarding Software - ChurnZero

ChurnZero excels in helping subscription-based businesses enhance their customer retention and prevent churn from the outset of the customer journey. It automates common onboarding activities, enabling CS teams to efficiently manage initial customer interactions, track progress, and intervene when necessary. 

Pros:

  • Automated onboarding activities
  • Real-time alerts
  • Customer health visibility
  • Segmentation and automated campaigns

Cons:

  • More expensive
  • Feature overload without substance
  • Unfriendly user interface (UI)

3. Planhat

Best Customer Onboarding Software PlanHat

Planhat differentiates itself by specializing in implementation management for deploying complex tech products. For professional services teams, Planhat provides structured tools to manage intricate customer journeys.

Pros:

  • Customizable playbooks and portals
  • Multi-channel communication
  • Unlimited user model

Cons:

  • Complex UI/UX
  • Steep learning curve

rocketlane - best customer onboarding software4. Rocketlane

Rocketlane stands out as a collaborative customer onboarding platform. It's designed to bring consistency to project execution while offering transparency to both the service provider and the customer. 

Pros:

  • Built-in customer satisfaction tracking (CSAT)
  • Unified workspace
  • Comprehensive project views

Cons:

  • Team based in India leading to time-zone and language barrier
  • No social sign-in 

guidecx - best customer onboarding software

5. GUIDEcx

GUIDEcx excels in streamlining the onboarding process, significantly reducing the time to value for customers. Its mobile app further ensures that project managers and stakeholders can stay connected and productive, even while on the go.

Pros:

  • Streamlined onboarding process
  • Mobile app
  • Powerful integrations

Cons:

  • Limited post-onboarding features
  • Customization limitations

totango - best customer onboarding software6. Totango

Totango excels in providing visibility into customer health and facilitating scalable, efficient customer onboarding. It features an Onboarding SuccessBLOC with playbooks for success, automated workflows, and email communication templates. 

Pros:

  • Scalable solutions
  • Visibility into customer health
  • Prebuilt customer success program templates

Cons:

  • Occasional bugs
  • Limited reporting and task features

best client portal software - moxo7. Moxo

Moxo offers customizable workflows, built-in interactivity with features like document collaboration and video conferencing, and branded service experiences.

Pros:

  • Branded client portals
  • Customizable workflows
  • Offers KPI measurement and insights

Cons:

  • Limited free version
  • Feature limitations:

best customer onboarding software - dock

8. Dock.us

Dock.us offers a unified workspace where businesses can share onboarding checklists, track engagement on assets, collect feedback, and more. This platform simplifies the onboarding process by centralizing all necessary materials and tasks in one accessible location.

Pros:

  • Drag-and-drop workspace editor
  • Centralized onboarding materials
  • Enhanced customer engagement

Cons:

  • Complex setup 
  • High cost for advanced features

9. Arrows.to

Arrows.to integrates seamlessly with HubSpot, designed to enhance the onboarding process by driving engagement and ensuring customers complete their tasks efficiently.

Pros:

  • Seamless HubSpot integration
  • Automation and reporting
  • Collaborative onboarding plans

Cons:

  • Limited standalone functionality
  • Customization limitations

10. Vitally

Vitally excels in boosting customer retention and satisfaction by providing a comprehensive view of customer interactions and data. It's designed to improve Net Revenue Retention (NRR).

Pros:

  • 360-degree customer view
  • Customizable health scores
  • User-friendly interface

Cons:

  • Occasional technical issues
  • Initial setup complexity

11. Baton

Baton improves the onboarding process through automation and enhanced visibility for both clients and service providers. Its strength lies in its ability to facilitate seamless handovers between team members in projects, ensuring continuity and efficiency.

Pros:

  • Improved workflow
  • Enhanced collaboration
  • Scalable implementation process

Cons:

  • Steep learning curve
  • Tracking issues

12. Onboard.io

Onboard.io aims to reduce customer churn and streamline the onboarding process. It excels in automating tedious tasks and managing onboarding from Slack. The software offers custom launch plans, integrates with existing systems, and provides a scalable solution for managing client onboarding and implementation processes. 

Pros:

  • Customizable customer journey
  • Integration with tools like Slack, HubSpot, and Salesforce
  • Scalable platform

Cons:

  • Limited reporting capabilities
  • Occasional reliability issues 

Enhance Your Client Onboarding Process with OnRamp

Onboarding that delights customers and gets them active fast makes the difference between one-time sales and multi-year success stories. As a customer leader, you need the top client onboarding software that eliminates friction across onboarding while ensuring retention and growth.

OnRamp stands out as one of the best client onboarding portals, providing specialized UIs for both internal teams and external clients. With separate platforms optimized for users on both sides, it facilitates project management while offering self-service capabilities. It empowers you to provide white-glove experiences that convert new customers into brand advocates.

Schedule a demo today to learn more about elevating customer onboarding with OnRamp's flexible software.