Onboard Alternatives (September 2025)

Customer Onboarding Software

CogniSaaS is a customer-centric onboarding and implementation platform that enables cross-functional collaboration with internal and external stakeholders.

Collaborate seamlessly with your entire project team, partners, and clients, delivering projects on time and on budget with Rockelane. Try today!

The customer onboarding and implementation software your team need to deliver projects on time, accelerate TTV, and increase customer stickiness

Send your customers digital sales rooms & client onboarding plans to build momentum and drive action. The best part? Arrows is seamlessly connected to your pipelines in HubSpot.

Dock is a client-facing workspace that customers love. Dock makes it easy to create sales proposals, onboarding plans, client portals, and project hubs.

Auto-personalised & interactive digital sales rooms that close more deals, quicker. From post demo all the way to customer onboarding and success. Buyer enablement is the new secret revenue teams should know about.

Interactive, personalized spaces for sales & CS teams and their buyers. Win deals & onboard clients on autopilot.

Recapped is the #1 platform for B2B sellers to collaborate with their prospects, customers, and partners. Execute the perfect sales process, enable your buyers, and forecast accurately with the Customer Collaboration Platform, Mutual Action Plans, Digital Sales Rooms, and Customer Onboarding Checklists. Enforce sales processes and sales methodologies like MEDDPICC, MEDDICC, BANT, and more.

OnBoard is board management software that reduces complexity so boards and leadership teams can work smarter, move faster, and achieve more.

Vitally's all-in-one Customer Success Platform automates and scales your strategies, processes, and workflows with real-time customer data to drive measurable impact for your team and business.

ZapScale is the best customer success platform for SaaS with easy integrations, prebuilt KPIs & playbooks to proactively address customer needs, reduce churn & boost upsell

Your top rated CSM software platform. The easiest to use, fastest to implement software to reduce churn & increase customer revenue.

5X the productivity of your customer-facing teams with Stagebase's automation and management tools.

Custify enables Customer Success teams to prevent churn, automate processes and improve onboarding through one easy-to-use interface.

Aligned moves the chaotic back-and-forth, into single a customer workspace, that helps manage deal complexity and standardize playbooks.

You only get one chance to make a first impression on your customers. A smooth, transparent SaaS onboarding process is key to putting your best foot forward.

The fastest way to fast user onboarding. Userflow lets your whole team build customized in-app tours, checklists and surveys, without code. Convert more customers and increase retention.

Agile CRM Software is the best, easy, powerful yet affordable Customer Relationship Management (CRM) with sales and marketing automation for small businesses.

The best way to welcome clients and manage new requests. Onboarding workflow, Custom portal, eSignature, Online payment, Workflows, client management mobile app ... Try it free.

TaskRay is the leading project management software for Salesforce CRM customers. Plan projects, manage resources, and collaborate smarter.

Moxo is leveraged by leading businesses around the world to streamline B2B projects from account onboarding to account management.

Valuecase spaces are the best way to drive engagement and alignment with your prospects - from first touch, to onboarding, and beyond.

Skalin helps growing SaaS better onboard, engage and grow their customers with powerful Health Scores, smart automations and project management capabilities.

Harvestr is the all-in-one product management software platform where impact-driven teams across the organization collaborate to build successful products.

Give your sales team the edge with winning references. Check out RO Innovation. Customer reference management software for companies that win.

Give customers a one-stop shop experience with white label client portal software that streamlines messaging, payments, file-sharing, help centers, and more.

AI powered customer success platform with powerful features and automation to gather customer insights, prevent churn and delight customers.

Top-rated customer success software with smart actionable intelligence to drive onboarding, adoption, retention, CX & revenue growth at scale. Get a free demo.

Boost sales with Ring.io: Engage customers directly, automate tasks, and close deals faster. Elevate your sales game now.

Totango is an agile Customer Success Software that helps you design, run, measure, and scale your SaaS customer journey to retain and grow customers. Start Free!

EverAfter’s customer interface centralizes data, automates QBRs and onboarding, and delivers insights to scale success and accelerate time-to-value across the journey.

Roofing Software CRM and App built by roofers for roofers. A single software solution for successfully running a roofing company, managing sales, contracts, etc

Unlock the full potential of your data with our enterprise data integration platform. Streamline data management and access to insights.

Proposal software that gives sales leaders control and visibility into the most important stage of their sales process. Try Proposify free for 14 days.

Design your own White Label Client / Customer Portal access w/ Secure Login : Fully branded Dashboard & Email Notifications

Trusted by millions, Basecamp puts everything you need to get work done in one place. It’s the calm, organized way to manage projects, work with clients, and communicate company-wide.

Transform your sales team with our cutting-edge AI Buyer Enablement Platform. Win more deals, repeatedly.

Built specifically for managing clients the sales process, Forekast is a CRM that enables you to measure, optimize, and grow your business.

Launchpad is CRM software designed specifically to meet the demands of niche and regional publishing companies. Magazine and publishing sales and customer management are what we do best.

Experience fast, easy-to-use event and party rental software that saves you time & money. Track inventory, manage clients, and grow your company.

SPOTIO is the #1 field sales software for sales reps and managers to enhance productivity, increase sales by 23%, and shorten sales cycles.

Powerful OKR management software for Jira. Get rid of the frictions of managing OKR and get the framework adopted easily.

StoriesOnBoard helps Business Analysts and Product Owners create and manage product specifications and requirements during a software project with the power of User Story Mapping.

Customizable Estimate and Proposal Builders, Sales Automation, Job Management & Scheduling and Data Insights on Backlog, Sales and Profitability.

Formerly PipelineDeals. Sales CRM software and pipeline management system that is fast and easy to set-up. Awesome features. Try for free.

Wooqer is One App for All Ops that enables businesses and teams of all sizes to get actions on ground InSync with strategy, all in one place on Wooqer.

Build a playbook for your business. All your training, onboarding, process documentation and best practices in one place.

Maximize your B2B sales potential. Buyerstage offers a comprehensive platform for engaging buyers, sharing content, and tracking progress. Elevate your sales game now.

Deliver digital first customer success with ChurnZero software that helps businesses improve the customer experience and drive revenue.

MyDocSafe is an electronic signature, secure client portal and proposals platform for customer onboarding and client management.

Collect feature requests and feedback, create and prioritize product roadmap based on customer needs and announce product updates.

Increase deal velocity with web-based proposal software. Get real-time buyer analytics. Start your free 14-day trial with Qwilr.

Create and optimize in-app experiences that turn new users into champions. Onboard, engage, collect feedback, analyze user behavior; without coding.

Supermove: moving company software to simplify your work & reduce costs. Digital Bill Of Ladings, Estimates, Timesheets, Dispatch, Sales, Accounting, Claims, Fleet Management - your true end to end solution.

Get rid of churn, grow NRR, and make your Customer Success team a machine for growth with this platform made for CS, from the ground up

CrowdPower is a simple automation platform that can onboard new users, reduce churn, keep your customers informed, and so much more.

Showpad's powerful sales coaching and training software enables you to onboard, ramp, and provide continuous coaching to your sales team.

Capture leads, automate chats and converse to convert across WhatsApp, email, social media with the top AI-powered customer conversation management software.

Product Management software and tools that help product managers develop product strategy, manage teams, feedback, and product roadmaps.

Gainsight's Customer Success and Product Experience Software empowers companies to increase revenue, decrease customer churn, and drive advocacy.

monday.com is an open, work platform where anyone can create the tools they need to run every aspect of their work.

Construction Onboarding Software: GoContractor automates worker registration, safety training and more. Over 500,000 workers give a 97% satisfaction rate.

monday.com is an open, work platform where anyone can create the tools they need to run every aspect of their work.

Automate sales outreach, find qualified leads, and book more meetings with Reply.io’s AI-powered platform. Multichannel campaigns, B2B database, analytics, and CRM integrations streamline your sales process. Try for free!

In a world where user adoption drives revenue, Chameleon's software gives modern SaaS teams the most control, configuration, and customization to win with in-product UX.

Talmundo is the leading employee onboarding software that helps HR teams and managers onboard new hires easily, efficiently and effectively.

Harness the power of working visually with Draft.io's flexible and collaborative workspace.

Appcues is the most flexible way to build personalized product experiences. From user onboarding through adoption and retention. Get started for free.

ADP Onboarding is a centralized, simple and stream-lined process that helps you welcome your new employees. You can use our automated onboarding solutions to provide the information and support they need even before their first day. With ADP Onboarding, your new hires can do less paperwork and spend more time connecting with their coworkers.

We build Customer Success Software that empowers organizations to acquire, service, and grow lifelong customers. Planhat is the #1 Customer Success Platform.

Recording, transcription & insights from multiple meetings at once with AI. Efficiently onboard & train your Sales team. Start today free.

Demostack is the demo experience platform that lets you accelerate revenue with better product storytelling. Spin up a sales demo environment in minutes, tailor the story, and win more deals faster.

Builder Prime is cloud-based CRM and project management software designed to help general and specialty contractors save time, win more jobs, and earn more money.

Customer data management solution that makes it simple to manage, automate, and maintain clean CRM data, enabling your teams to execute more efficiently.

Boost the conversion and retention rates of your web app with Product Fruits – the no-code user onboarding platform designed to be your welcoming committee.

The simple, powerful, and complete software solution for the modern event professional.

Nurture, convert, and onboard customers with a marketing automation platform built for B2B SaaS businesses.

Only Wrike's work management platform gives your team full visibility and control over all your tasks and projects. Project management software has never been more collaborative.

Everything you need for your client-based business. Built for solopreneurs and teams.

The world's most customizable real estate CRM. Build workflows, manage your team, scale your business—and leave the busy work to Realvolve.

Checklist and workflow software for businesses. Create recurring processes and standard operating procedures in seconds. Get started free.

Userpilot helps product teams deliver personalized in-app experiences to increase growth metrics at every stage of the user journey.

All-in-one management software & CRM for contractors, remodelers, & home improvement pros. Centralize lead, customer, & job info with a leading solution.

The only employee training and knowledge management platform also rated number one for onboarding, SOPs, process documentation, and learning management.

Board Software built for SMEs & Nonprofits. Meeting agendas, minutes, board packs, document storage, interest registers. Start a free trial.

Checkbox is the service hub for teams to easily capture and manage requests from the business, gain visibility and control over all matters, and automate manual work.

Trainn is the leading Customer Education Platform for SaaS businesses to accelerate product adoption, onboarding, and customer retention. It enables SMBs to deliver consistent customer education and training programs at scale.

Teamwork.com is the only all-in-one platform custom-built for client work operations, with best-in-class project management and complete performance reporting. Manage resources, track time, streamline workflows, and maximize profitability, all in one place.

Momentum uses AI and automation to turn sales and customer insights into actionable data for GTM teams. Share product signals, automate CRM updates, and make the customer journey instantly visible to your team.

Easily connect your nonprofit volunteer board, committees, documents, and meetings all in one place with easy board management software.

Improve user onboarding with interactive product tours built for SaaS companies.

Download Onboard by HR Cloud one pager and learn how to automate new hire's onboarding experiences and make their first day great!

Easyflow.io is the most advanced platform for process automation and business intelligence. It lets you connect data from any source, process data to reduce cost and boost productivity, and turn data into live visualisations to empower your team with BI capabilities.

Organize tasks, spreadsheets, calendar and files all in one place.

The Most Comprehensive customer support software on the market. Made for B2B teams to scale their efforts, respond faster, and do more.

Instantly create a knowledge base for your customers and teams. Build FAQ, User guides, Product Documentation, Standard Operating Procedures and many more

Corporate Catering & office lunch delivery service from the best local restaurants. Custom, individually-packaged team lunches. Completely automated.

Ruddr is the modern professional services platform. Drive operational excellence, increase business predictability, and deliver world-class financial results.