Best Customer Onboarding Software for Freelancers

Veriam makes customer onboarding easier and faster by combining flexible sign-ups, progressive profiling, and automated data validation. Instead of long forms and multiple logins, customers can get started instantly using trusted login options like Google, Microsoft, or email. With progressive profiling, users share information gradually, reducing friction and keeping them engaged. Verified third-party data fills in key details automatically, reducing errors and saving time. This connected approach results in fewer drop-offs, faster onboarding, and a better customer experience. Veriam removes manual admin, reduces setup time, and creates a smooth start for every user. Try Veriam today and see how smarter onboarding can drive customer satisfaction and growth.

Ondato offers identity verification, business onboarding, customer data platform, due diligence, and authentication solutions tailored to fit in your everyday workflow. Our tools fit the entire customer lifecycle management, starting from onboarding and ending with continuous user monitoring. It's a one-stop solution whether you're worried about compliance or are looking for a more user-friendly data management platform.

Verify 365 provides advanced client onboarding for law firms, estate agencies, accountants, and IFAs. Verify 365 allows you to be confident that your clients have been thoroughly vetted. This will save you time and reduce the risk of fraud. Verify 365 provides biometric verification to ensure that your clients are indeed who they claim to be. Verify 365 performs thorough ID checks including government-issued IDs and address verification. Our AML checks ensure your clients aren't on any financial crime watchlists. We also check the source of funds to make sure that your clients' money is legitimate. Verify 365 includes epayment and esignature capabilities to make the onboarding process quick and easy. Verify 365 supports more than 10,000 government-issued identification cards from over 200 different countries. Verify 365's global reach allows you verify clients from around the globe.

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.

Product Fruits is a code-free product adoption platform for web-based apps. It allows you to onboard users to your product, show them how to derive value and guide them to the aha-moment. Our all-in-one tool gives you all the features you need to improve user onboarding to your app or web: Interactive product tours, guides & walkthroughs Hints, beacons & tooltips User onboarding checklist In product announcements User feedback collection One-click bug reporting In app help center (Life Ring Button) Knowledge base Our customers achieve higher conversions, lower churn and less support tickets. Product Fruits editor was built with a non-technical user in mind and you don’t need any coding skills to create beautiful onboarding experiences. We’ re serving SaaS companies all over the world helping them to increase conversions, reduce churn and lower support tickets. You can get up and running in 5 minutes or under, free trial is available.

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.

CrankWheel allows you to share your screen while on a call. This makes it easy to create engaging presentations. You can send a link via email or SMS to the viewer and they will be able to view it in any browser on any device. CrankWheel was designed for simplicity and can be shared with customers to facilitate business deals. CrankWheel can be used to complement calls from insurance agents, mortgage advisors and solar advisors as well as educators and customer support specialists. CrankWheel is easy to integrate with websites and allows users to add a Demo button to receive quick notifications. We can show you if they are paying attention. Our Chrome Extension has enabled over 50,000 users to share their screens with prospects, regardless of their technical skills or device choice. CrankWheel can be used on old browsers and obscure devices, even with poor network connections. It works on Mac, Android, iOS, Blackberries, Internet Explorer, and Android.

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.

Start Hotspot Cloud WiFi platform allows you to build your WiFi and scale with you. Connect routers, customize splash pages and limit Internet access. Engage social WiFi users. Accept credit card payments. Check statistics and analytic. Hosted by us and managed by you from any device. Engage WiFi users using video or image ads. For high conversion rates and best engagement, location-based video ads are the best. Innovative WiFi marketing strategies can take your user experience to the next level. Send targeted Email campaigns. Promoting brands and monetizing by offering video ads for access. Display coupons or the latest promotion to be used at a retail store. Offer discounts to your customers and invite them to take a survey or get more information. Advertise and engage potential customers with the right promotional message.

Client onboarding goes beyond KYC/AML. Muinmos' client-onboarding platform is the only one that fully automates the entire onboarding process, from AI-powered client categorisation to fully automatic risk assessments and KYC/AML checking. It's a platform unlike any other. It offers unmatched onboarding time and smooth customer experience, which allows you to onboard more clients at fraction of the cost. mCHECK™, which is connected to multiple data sources allows for global coverage and all types KYC/AML checks. mRX™ ensures that you remain within your own risk parameters even when clients' profiles, regulations, or your policies change. Muinmos' proprietary regulatory software is one-of-a kind. It automatically classes clients, products, and services using algorithmic rule-based Artificial intelligence. Muinmos is a complete solution. Any client type can be onboarded in minutes, while remaining fully compliant.

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!

Userpilot is a comprehensive platform designed for Product, UX, Marketing, and Customer Success teams. It seamlessly integrates Product Analytics, In-app Engagement, and In-app Surveys to boost product adoption by delivering impactful in-app experiences, actionable insights, and valuable user feedback. Userpilot empowers these teams to create user onboarding flows, launch product announcements, enhance UX and product adoption, offer self-service support, and gather in-app feedback—all without the need for coding. The platform also features advanced Product Analytics tools such as funnels, trends, paths, and cohort analysis, enabling you to make informed, data-driven decisions. With its Custom Dashboards, you can effortlessly create personalized analytics dashboards by dragging and dropping your preferred reports or choosing from pre-built templates. Additionally, Userpilot offers event autocapture and session replay features for deeper insights into user behavior. Userpilot integrates with various third-party tools, including Mixpanel, Amplitude, Heap, Intercom, Segment, Webhooks, HubSpot, and Salesforce, allowing you to connect seamlessly with your existing tech stack.

You can create interactive, easy-to-follow product tours that make it easier for your users to get started and use new features faster than ever. No programming or large budgets are required. Our interactive, easy-to-follow product tours will engage users right away. Users can 'learn' as the go, making onboarding easy. HelpHero makes it easy to create walkthroughs with no coding. Highlight features and product enhancements. HelpHero will help you make sure your users are aware of what's new, and how to use it. This results in less frustration, confusion, and increased user adoption and retention. Contextual product tours give users the information they need before they even ask. HelpHero will guide your users to success so that you can reduce customer support costs and time. HelpHero is an easy-to-use onboarding tool that's also cost-effective.

Optimize services delivery to maximize revenue. Align sales, services, and success teams on Salesforce. Customer onboarding is the first step to customer success. Salesforce offers a variety of playbooks that can be used to help customers onboard faster. You can mobilize teams quickly, schedule resources, and make better use your capacity. Forecast, track, and forecast the time and usage of your team. Precursive PSA provides complete visibility across all employees and professional services to improve operational performance, 100% natively Salesforce.

Software to manage all aspects of your field operations, including energy chemical and production software. Atlas gives you greater visibility, control and optimization of your business operations. Atlas is a cloud-hosted application that allows companies to manage their oil field assets, chemical products, treatments, associated lab data, customer leases, and other related information. Atlas allows users to view and manage customers and locations, analyze lab reports, track chemical product inventory, and treat chemicals. Dashboards and reports allow for real-time decision making and efficient monthly billing. A consumer portal provides a comprehensive view, reporting, as well as invoicing. It increases efficiency as it allows the organization to focus on their goals and make decisions quickly. The layers of data are also reduced, which in turn reduces the time required for analysis.

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.

HyperVerge Inc is a B2B SaaS company providing AI-based identity verification solutions to enterprises in Financial Services, Telecom, Gaming, E-commerce, Logistics, EdTech, and Crypto. Identity Verification Platform helps in onboarding customers seamlessly, fraud checks, face authentication, age verification, document verification, eKYC and other services. Clients onboard over 30 million customers every month using this product. With just an ID and a Selfie, verify the identity of your customer in seconds. Prevent fraud and ensure compliance with AML/KYC. With an accuracy of 99.5% (the highest among competitors) and 600+ million KYCs across 200+ countries since 2019, HyperVerge’s technology is built for scale. They work with SBI, LIC, Jio, Vodafone, Bajaj Finserv, L&T, Swiggy, WazirX, Coinswitch, Razorpay, ICICI Securities, SBI Cards, Grab, CIMB, FE Credit, Home Credit, and 100+ clients across 5+ geographies for their onboarding journeys.

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.

CommandBar makes it easier for new users to learn your app. This will result in more conversions and less onboarding. Once they become regular users, they will be able to find features and use your app more easily, which will result in fewer support tickets. CommandBar will be a great tool for power users, as it allows them to speed through common workflows. A cmd+k interface combines all of your app's functionality in one searchable interface. You can copy a code snippet and then set up commands using our low-code editor. Then, deploy. The Editor makes it easy to create and ship commands quickly. CommandBar is optimized to work with every major web browser, operating system, or web technology. CommandBar is optimized to speed up interactions. It'll give your users that new-computer-everything-feels-faster feeling.

This is the best way to interact with people outside of your company. Collaborative workspaces are created for customers, prospects, investors, and partners. Transform customer experience from demo to onboarding. Manage the customer lifecycle, and gain engagement analytics. Clients know exactly where to find it when they need it. All of your links, pdfs and deliverables are stored in one place. You can embed your favorite software, from Figma to Google Slides and Vimeo. Navigate complex deals and onboard your customers. You don't need that spreadsheet anymore. Instead, create a mutually collaborative action plan with customers. Share status, align due dates and assign tasks. Leave comments and upload files. Personalization at scale Brand spaces with custom content. Get feedback and move projects forward. Customers can comment on your work and share key resources via file uploads.

Video content can be broken down into bite-sized pieces that are easily digestible by all employees. You can record quick videos with your phone or convert existing content into video content. You can easily string clips and images together, weave or reorganize scenes. Employees don't have to be story-like or intuitive. Microlearning, which is learning by focusing on a few bits of information at a time, is the best way to teach employees who are short on time. Playlists allow you to take a complex idea and break it into smaller bite-sized pieces. This has been shown to have a significant impact on knowledge retention and acquisition. A playlist is simply a collection of bites. You can create a playlist about any topic such as onboarding, compliance, sales enablement, or even onboarding.

With interactive and engaging courses, create a learning environment that is conducive to learning. Increase interaction and engagement by using community and discussion forums. To be future-ready, you must structure your courses and scale your business. Attract prospects, grow your community, keep members engaged, create interesting discussions. Establish strong relationships with your members. Discover the true value of knowledge and discover the unfathomed depths that power. Use API to connect with hundreds of third-party applications through our partners. Your courses can be organized according to your needs. Allow users to create their public URL to list badges or certificates earned. Facilitate focused discussions within the lesson. Allow users to take private notes.

You can be certain that the person you are interacting with is who they claim. Nivo uses a combination security, authentication, and identity verification controls that include biometric AI and encrypted. Leading lawyers have approved Nivo's electronic signature. Our e-signatures are classified as Advanced Electronic Signatures (EU regulations) because of the extensive security controls we have implemented and Onfido’s biometric identity verification AI. This gives us an additional level of confidence that many e-signing companies lack. Financial institutions use email to transfer customer information to partner organizations, often sending large files via email chains. This can lead to data breaches. Nivo's Business to Business messaging allows providers to select the documents that their intermediaries require and to provide access from a single copy.