Best Customer Onboarding Software for Zapier

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.

You can easily combine product screens, tooltips and videos to convert customers. A product tour allows customers to experience a "try before you purchase" experience. To engage them better, learn how they interact with it. Send personalized demos to your prospects that are aligned with their personas or vertical. Your champion should be empowered to get buy-in from their org. Your deals will close faster than ever. To help customers get started quickly, create a library of interactive product walks. You will see an increase in customer satisfaction every day. You can change text, images, copyright and everything else in the product. (even add your custom HTML). Our advanced widgets allow you to highlight product focus areas and create multiple flows. Your prospects will see how the product works for them. You can personalize the product by role, company, and location. Track the behavior of your prospects by tracking clicks and time spent on certain pages.

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.

As the world’s only analytics-first software-as-a-service, intelliHR has advanced big data collection and analytics capabilities at its core. The platform allows organizations to maintain a real-time handle on performance, create a culture aligned with business strategy and contribute to strategic decision-making with data-driven insights. Featuring real-time analytics, best practice people management tools and workplace & compliance automation, the platform and data is accessible securely anywhere, anytime, on any device. It’s intelligent and intuitive.

FROGED is a product success platform that helps companies improve their onboarding, provide proactive customer support and increase retention. It was designed by SaaS for SaaS to nurture customers throughout their entire lifecycle resulting in reduced churn and higher engagement. Using customer behavior segmentation, you can personalize the customer experience with product flows, knowledge base, email campaigns, in-app messages, a custom widget, live chat and more. You can also create A/B testing, NPS surveys and retargeting campaigns. Put your CS team and agents in the drive seat with the ability to manage customer conversations, contact behavior and attributes in one place. Our tech stack is adaptable with over 2K+ integrations including WhatsApp, Jira, Google, Zapier, Segment, Twilio, Facebook Messenger to name a few. Explore FROGED's limitless possibilities with a 7-Day FREE TRIAL today.

We are your first online training platform for growing businesses. We also turn people into the workplace hero by empowering you to deliver genuinely engaging training experiences your employees deserve from beginning to end. With 20+ course templates and 30+ lesson screens to bring your content to life, we'll help deliver your training, give you a gold dust data analytics tool to track engagement, and so much more! All you need is one idea, and we'll help you grow it into a fully-fledged training experience.

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.

AcademyOcean is a smart LMS platform for employees, clients, and partners' training. It's a perfect toolkit to launch your Corporate University or product Academy. The most recent version of AcademyOcean works anywhere in the world. The product works the way you expect it to work. Simple and clear. You can launch your Academy without developers and designers. Your Academy is accessible from any device. Book a demo with an AcademyOcean expert to know how we can help your company!

Do you know that 70% of customer-facing projects fail in the first 90 days? Reasons: delay in time-to-value, poor customer experience & sluggish implementation. Rocketlane is purpose-built for customer projects. It accelerates time-to-value, brings consistency in your execution, and elevates the CX. It uniquely combines project management, document collaboration & communication to help you impress customers & keep them accountable, get visibility across projects & manage resources. Try now.

Turn your product into a growth engine. Your users expect frictionless, product-driven experiences. Appcues will help you grow your business faster. Appcues is a better user experience that leads to more profitable and faster growth. We created the Product-Led Growth Platform. Appcues makes it simple to deliver exceptional user experiences at large scale and unify your company around the product's greatest lever for growth. Appcues assists companies in delivering positive customer experiences and scalable business growth. Personalized onboarding experiences will impress users. Make a great impression. Engage, educate, and guide users to value quickly to onboard and activate them. Using prompts and walkthroughs that are timely and contextual will increase feature adoption and engagement.

Every customer has unique needs and goals. Why send the same onboarding plan to all customers? Arrows allows for you to edit, reorder and add/remove tasks from each customer's templates. Each plan can be unique. You can easily assign tasks to anyone on your customer's or your own team. Everyone will know who is responsible for delivering the work. Don't nag your customers about overdue work. Let Arrows handle all reminders and task management so your team can become the strategic partner that your customers need. A simple internal dashboard replaces messy spreadsheets. Customers with outstanding or due today tasks should always be at the top and all active customers below. You can automatically create an onboarding program for each customer. You might also want to update your CRM opportunity once onboarding reaches a certain stage. It's possible! You can keep everyone moving forward with the Monday Morning Heartbeat Email. It includes a status update on the current phase of work.

Whatfix is a digital adoption platform that helps companies provide modern onboarding, effective training, and better support to users through contextual content. Whatfix empowers software solutions with its incredible simplicity, intuitiveness, and personalization. Many Fortune 500 companies worldwide trust Whatfix to provide a quick return on technology investments and improve end user productivity.

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.

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.