Best Customer Onboarding Software for Microsoft Teams

If you're looking for partner or customer onboarding software, Eurekos LMS is your ideal solution. The most effective way to reduce customer and partner churn is a swift onboarding process that delivers immediate value. Give every type of partner or customer a unique learning journey that’s exactly what they need to succeed. Eurekos’ smart onboarding has advanced automation rules and functionality that engages learners with the perfect path. Administrators benefit from advanced tools to track approvals, customize by persona, certifications, progress tracking, e-commerce, and integrations with third parties. Onboarding is rarely a simple straight line because learning itself is different for every learner. With Learning Journeys, you can create blended learning paths that address the unique needs and unpredictable routes learners take to master a subject.

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.

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.

Tallyfy is Workflow made easy®. There are many products that automate your workflows, forms and tasks. You can search the internet, but you won't find one that is more satisfying. Tallyfy works seamlessly with your existing apps. Check out what our customers have to say. Tallyfy allows you to capture and automate any process in your company without the need for coding, flowcharts or complexity. Many flowcharts, project management tools, and documentation tools are beautiful but ultimately useless. You should choose a task automation tool that is both beautiful and useful. Start Tallyfying today to eliminate stress at work. Transform tribal knowledge into a system You can create blueprints that you can actually use - without complicated flowcharts, messy code, or messy documents. Automation and training have never been easier.

LearnRight, the smart LMS, grows with you. LearnRight is an all-in one training solution that tracks and measures learning retention. It also helps to uncover knowledge gaps and empowers learners to use their new skills every day. LearnRight can be integrated with any website. This allows you to create an entirely seamless user experience between your website and your training courses. Your learners won't even know they left your website. We know that switching providers is a daunting task, but our team will make the process stress-free and seamless. We follow a structured migration plan to ensure a smooth transition of existing content, courses and user data. LearnRight is a learning management solution that provides employee, partner and customer training to organizations that prioritize quality and personalization over a quick sales. You will receive ongoing support from an onboarding expert when you work with us.