Best Customer Onboarding Apps for iPad of 2025

For partner or customer onboarding, Eurekos LMS is the ultimate solution. A fast and effective onboarding process is key to reducing churn by delivering immediate value. Eurekos enables you to design personalized learning journeys tailored to the unique needs of every partner or customer, ensuring their success. The platform’s smart onboarding features advanced automation and functionality that guide learners along the perfect path. Administrators can leverage powerful tools for approval tracking, persona-based customization, certifications, progress monitoring, e-commerce, and third-party integrations. Recognizing that learning is rarely linear, Eurekos Learning Journeys empower you to create blended learning paths that adapt to the diverse 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.

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.

Transform your document-dependent tasks from a burdensome chore to a powerful source for growth and positive impact. Transform document-dependent tasks from unsecure, burdensome and manual busywork into a powerful source of positive impact and growth for organizations of any size and across many industries. Revver, formerly eFileCabinet, is an advanced document management system that will help you achieve business zen. Revver is a platform that combines many tools, including workflow automation and advanced search, as well as integrations with other business tools. These powerful features are designed to help businesses keep their heads above the influx of paper documents, and eliminate the chaos created by scattered digital assets.

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.

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.

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.

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.

True digital adoption empowers users to keep up with technology. WalkMe's Digital Adoption Platform makes it easy to use any software, website or app. Our comprehensive solution analyses and automates processes, providing proactive, step-by–step guidance. Users can complete tasks quickly and easily with our comprehensive solution.

Apty is a Digital Adoption Platform which helps enterprises optimize their business processes. Successful digital adoption requires both the ability to guide people through new software applications and proactive pushing them to complete new processes. Apty is the only company that combines the power and efficiency of on-screen guidance with automated proactive process compliance. Apty is trusted by IT operations managers, Application Owners and VP HR/Sales as well as top CIOs to help them get the most out of their employees' use of web-based apps in their day-today jobs. Nearly 1 million people use Apty every month to learn web-based applications and excel at their jobs in top companies such as Delta Airlines, Boeing and Agile CRM. Remember that the problem isn't the software; it's how you use the software.

Customers can receive crucial documentation in just minutes. They upload or take a photograph of their sensitive information and can send it securely immediately. Unlimited number of document uploads, regardless of size. Send documents anywhere, anytime. Automatic document alignment and edge cropping. You can stand out from the rest and provide seamless onboarding for your customers. The platform does all the work so you can concentrate on providing outstanding service. Let the platform free your staff from administrative burdens and let them spend their time building your customer base. Our clients have seen a 35% increase in sales. Work smarter, not harder - drastically reduce labour costs and keep your business costs down FastDox reduces postage costs by 95%, and ensures repeat business.