Best Customer Onboarding Software for Small Business

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.

Access & Subscriptions Made Simple. Access and Subscription Management can be combined into a single, simple, secure solution. Simplify your operations, save time, and improve security. Manage the entire lifecycle of access, from onboarding through to offboarding. Flexible authorization and subscription plans will give your customers, business partners, and employees secure and easy access to your products, subscriptions, and data. Making the exchange of data secure and simple We integrate Access and Subscription Management into a single straightforward solution that equips businesses with the tools needed to sell products and share data online. Moreover, our users require just one login to access any product, subscription, or data from organizations utilizing Veriam. Veriam makes everything easier by merging access and subscriptions into a unified secure platform, optimizing operations and aiding companies in growth. With Veriam, businesses can effortlessly sell products and share data online, while users benefit from a singular login for all products and services from any Veriam-connected organization.

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.

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.

The Deepest Digital Adoption Platform Chameleon is a sophisticated no-code platform for product success, empowering SaaS teams to build self-service user onboarding, feature adoption, and feedback collection. PMs, PMMs, and CSMs can build, manage and improve product experiences for your web application without writing code. Increase activation with product tours, boost adoption with tooltips, get user feedback with surveys, and offer guidance with checklists. Simple to get started, but with deep configuration available • Use your own fonts • We automatically pull styles from your product • Adjust anything with custom CSS • Fine tune any element with your own custom CSS • Configure templates • Save templates to make it easy to build on-brand

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.

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.

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.