Best Customer Onboarding Software for Google Drive

Pipefy is the AI-enhanced business process management platform that conserves IT resources and empowers business teams to build and deploy up to 85% of their own workflows, including HR, IT, Finance, Marketing, Sales, and more. Easily build, track, automate, and manage any custom workflow, no matter how complex, with no technical knowledge required. Pipefy’s no-code BPM software delivers an integrated end-to-end operation that improves team productivity, control, and visibility from input to delivery. Speed up deployment, lower implementation costs, and minimize process complexity and expensive stack sprawl with a built-in security suite, connections to 300+ apps and systems out of the box, and HTTP/HTTPS to integrate Pipefy with everything else.

Moxo transforms customer onboarding with its comprehensive Service Orchestration Platform. By consolidating complex onboarding workflows into a single, secure digital workspace, Moxo streamlines the entire process from initial contact to full integration. The platform's Moxo Flow feature enables businesses to create customized onboarding templates, incorporating native actions like digital signatures and document collection. This approach ensures a consistent, efficient onboarding experience while maintaining the flexibility to address unique customer needs. Real-time collaboration tools facilitate smooth communication throughout the onboarding journey. With robust integration capabilities, Moxo synchronizes onboarding data across existing systems, providing a comprehensive view of the onboarding process and enabling data-driven optimization of the customer's initial experience.

SkyPrep is a powerful and intuitive online training software that helps you train your employees, customers, and partners. Our customizable platform allows you to deliver, manage, and track your training with ease. Serving over 500 companies across various industries worldwide, SkyPrep has been recognized for its ease of use and outstanding customer support. By using SkyPrep, you will be able to onboard employees, train customers on your products, and keep up with compliance requirements effortlessly.

Clustdoc is a leading client onboarding and verification software that helps SMB and Corporate Teams streamline and systemize the way you work with new clients. With Clustdoc you’ll be able to automate the onboarding process and handle new client required documents, files, contracts and overall information as part of their customer or admin onboarding procedures. / as part of their initial onboarding checklist / client intake process.

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.

Valuecase is an online platform that streamlines customer onboarding and sales by providing shared workspaces to enhance collaboration, automate processes, and track engagement. It offers interactive onboarding with due date reminders, assignees and a list of tasks. This reduces the need for manual follow up. The platform is 100% customizable, displaying relevant information and automatically adjusting plans through variables. Dashboards track tasks, progress onboarding, and customer engagement. Valuecase integrates seamlessly with CRMs such as HubSpot and Salesforce, ensuring seamless synchronization of data. It also supports a variety of content embeds including PDFs and videos, forms and scheduling tools. The platform is GDPR compliant and ensures secure tracking of customer activity. Users can start by using best-practice templates, and receive one-onone guidance and training.

Create client-facing playbooks for onboarding, share them with new clients and enhance their onboarding experience. Onboarding playbooks are usually internal and clients have little visibility. This reduces accountability. You can create your own onboarding playbook and share it with clients in different versions. They know the steps to take, the owners, and the deadlines. Your client must understand the core value of your product and how it can improve her business or life before a sale is complete. Automate the onboarding process by adding tasks and reminders. This will ensure a faster adoption rate and increase long-term retention. Hand-offs can be conflicting. Your company must ensure a smooth transition from the Sales team to the Client Success team. Similarly, the buyer persona of your client's company is not necessarily the user persona. Bonder allows you to set up automatic reminders and determine who owns the item.