41 results
ChurnZero's Customer Success platform helps businesses fight churn via data integrations, health scores, automation, NPS and much more! Learn more about ChurnZero
ChurnZero's real-time SaaS platform helps subscription businesses fight customer churn. Our platform is uniquely designed to integrate with CRM systems and tightly into an application or service. In doing so, ChurnZero helps businesses understand how their customers use their product, assesses their health and their likelihood to renew, and gives the business the means to automate and personalize the customer experience through timely and relevant touchpoints, including in-app content, Learn more about ChurnZero

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding
Walnut is a codeless platform that enables SaaS companies to fully customize, manage, and optimize their product demos. Learn more about Walnut.io
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
Process Street is a modern process management platform for teams.
Process Street is a modern process management platform for teams. We help teams share their core processes, then 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 who use Process Street today. Learn more about Process Street

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding
Pipefy is a no-code process management software that empowers anyone to create and automate efficient workflows on their own.
Pipefy is a no-code workflow management software that makes business processes such as purchasing, onboarding, and recruiting hassle-free, so requesters, processors and managers are more efficient. By empowering non-technical workers to create and automate workflows without IT support, Pipefy enhances speed and delivers higher quality outcomes. Pipefy is now used in over 150 countries by companies of all sizes and leading enterprises such as Visa, IBM, Volvo, Santander and Kraft Heinz. Learn more about Pipefy

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding
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
Gather documents, contracts, payments and required information from any clients or partners from a single secure branded portal.
Tired of using emails to collect and review your stakeholder's information, documents or contracts? Meet Clustdoc, a simple yet powerful process automation and client onboarding software. Request & process anyone's information, payments, esignatures from a secure branded portal. Key features include: A custom branded portal, workflows, eSignature, task manager, file requests & approvals, online forms, CC payments and a free client management mobile app. Learn more about Clustdoc

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding
Userlane offers a code-free DAP solution, tailored for organizations willing to accelerate software adoption and support.
You roll out software. You drive change. You want to support your users. We help you do it faster. Userlane is the fastest and most intuitive way for enterprises to guide and support their users in any web-based software application, in real-time. Provide every user with exactly the information they need, help them be productive from day one, and gain visibility into user behavior and engagement trends. By doing so, you will ensure fast product adoption, save time & costs, and simplify your Learn more about Userlane

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding
Simplify learning at work. Create, assign, and measure training. Plus get hundreds of top-rated courses included.
Simplify learning at work. 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
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
Automate your onboarding processes with Moovila, the world's most advanced work management platform.
Moovila automates onboarding and implementation processes. Key features: RESOURCE CAPACITY ANALYSIS, a way to model workloads and capacity for easier forecasting -- 24/7 RISK MONITORING that alerts you when issues arise -- AN AUTOMATION ENGINE that analyzes and adjusts schedules and onboarding data -- PROJECT SCORING, an indicator of project health and success -- GUIDED REMEDIATION to keep your projects on track. Try Moovila, winner of the 2021 SIIA CODiE for best PM Solution. Learn more about Moovila

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding
GuideCX® is a client onboarding platform for internal and customer teams that provides a transparent implementation process.
GuideCX is a client onboarding and project management platform that makes it simple to invite, guide, and engage internal and customer teams. Task automation, transparent project views, and easy access to tasks and status updates through the portal, email, or mobile app keep your client at the center of every project. Learn more about GuideCX

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding
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
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
SmartKarrot is an Intelligent platform that Account Management and Customer Success teams use to drive Expansion, Retention & Advocacy
SmartKarrot is an Intelligent platform that Account Management and Customer Success teams use to drive Expansion, Retention & Advocacy in existing accounts. Specialties: Customer Success, Reduce Churn, Survey, Customer Journey, Engagement Automation, SaaS, Account Management, Revenue Expansion, NRR Management, Key Account Management, Key Account Growth, Strategic Account Management, Account Intelligence, Augmented Intelligence, Call Intelligence, and Account Risk Intelligence Learn more about SmartKarrot

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding
Rocketlane is a customer onboarding software that helps teams hit project goals, shorten time to value & deliver a 5-star experience.
Trouble onboarding new customers? Rocketlane is a purpose-built customer onboarding software that helps you hit your onboarding goals, shortens time to value & delivers a 5-star experience. Bye-bye churn! Rocketlane brings project management, document collaboration, and communication together with a one-of-its-kind unified workspace that improves visibility, brings consistency in your methodology and elevates Customer Experience. Start your free trial today. Learn more about Rocketlane

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding
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
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
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
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
Engage & Sale Platform that digitize business processes to ensure greater efficiency and to increase business value and earnings.
TocToc is a Web Customer Engagement, Identification & Sale platform, that helps companies increase conversions by the best interaction with online customers. A single solution to digitize business processes and to improve User Experience and Customer Satisfaction. It is useful for Sale, Support, Consulting, 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
Fieldguide is powering the future of trust.
Fieldguide is an automation and collaboration platform for modern assurance and advisory firms. From requests to reporting, the Fieldguide platform digitizes the end-to-end engagement workflow on a single platform. Built by former Big Four practitioners and experienced technology leaders, Fieldguide is trusted by top CPA firms to boost margins, win new business, and build stronger client relationships. Learn more about Fieldguide

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding
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
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
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
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
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
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
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
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
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
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
CogniSaas is a customer onboarding platform.
Client onboarding platform that helps businesses collaborate with teams and maintain a database of client information. Learn more about CogniSaaS

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding
Cloud-based solution that enables businesses to design custom forms, onboard clients, create proposals, and more.
Give your clients something to rave about. The all-in-one platform to manage your clients simply, seamlessly & beautifully. WillowSpace is a cloud-based solution that enables businesses to design custom forms, onboard clients, create proposals, and more. Learn more about WillowSpace

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding
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
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
Know Your Customer (KYC) onboarding solution designed to enhance due diligence and analyze financial risk, with a full audit trail.
Know Your Customer (KYC) onboarding solution designed to enhance due diligence and analyze financial risk, with a full audit trail. Learn more about MinervaAI

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding
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
Cloud/desktop solution that allows businesses to create, launch and manage custom demos for sales and marketing.
Regale is a platform for creating product demos as simulations of the live product. The Regale Studio desktop application (Windows only) lets the user do a screen capture of the live demo, then turns it into a click-by-click simulation, complete with animations and the ability to add additional content such as callouts. Regale Cloud is a hosting, discovery, and sharing site where all of your demo content can be uploaded and tracked for reporting. Learn more about Regale

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding
NinjaOnboarding by 500apps is an onboarding process software which helps to design workflows and popups for product and services onboar
NinjaOnboarding by 500apps helps to design the onboarding process to help customers learn about the product and services, understand how to use it, and find success with it. Onboarding can be an effective way to reduce customer churn and increase customer lifetime value. It's also a chance to build a relationship with the customer and create a positive customer experience. Done right, Onboarding can be a key part of a company's growth strategy. All-in-One Business Suite by 500apps offers 50 ap Learn more about NinjaOnboarding

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding
Client dispute management solution that helps real estate agents and mortgage brokers onboard, interview, and assist clients.
Client dispute management solution that helps real estate agents and mortgage brokers onboard, interview, and assist clients. Learn more about Client Dispute Manager

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding
Education learning platform that helps businesses generate new leads, streamline onboarding processes, and create personalized content.
Education learning platform that helps businesses generate new leads, streamline onboarding processes, and create personalized content. Learn more about Launchlab

Features

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