Top 5 Client Onboarding Software: Features, Pricing & Use Cases
Top 5 Client Onboarding Software: Features, Pricing & Use Cases
Getting new clients should not feel like a stressful task; rather, it should be simple. But handling everything manually, like emails, forms, documents, and follow-ups, can slow down the process. Both teams and customers could face delays and confusion.
This is where a client onboarding software helps. It automates tasks, organizes information, and guides clients through each step.
Today, many businesses use customer onboarding software to save time and improve the client experience. From banks and financial services firms to small businesses, these tools help teams work faster and stay organized.
In this blog post, we will look at some of the best client onboarding software and what they offer.
B2B Client Onboarding & Project-Based Tools
So, the first category talks about the B2B client onboarding, and your teams can easily manage onboarding projects, track tasks, and work smoothly with clients.
1. Rocketlane
Rocketlane is a client onboarding software and implementation platform that is specially built for B2B teams. It aims to deliver consistent, transparent, and collaborative onboarding experiences. Here’s the gist of what it has: project planning, task management, and customer-facing workflow visibility, which helps teams reduce risk and accelerate timetovalue.
Key features of RocketLane:
Central hub where internal teams and clients work together with visibility into progress and dependencies.
Reusable onboarding templates and playbooks to standardize processes and speed setup.
Trigger task assignments, reminders, and follow-ups to keep onboarding moving without manual checks.
Connects with CRMs such as HubSpot and Salesforce to auto-populate data and trigger onboarding based on deal stages.
Customer portals that give clients access to timelines, tasks, conversations, and documents.
The AI-powered SmartFill feature speeds up the creation of form and meeting summaries.
Real-time tracking of onboarding progress, CSAT surveys, time spent, and performance metrics.
Pro and cons of RocketLane:
Pros
Users consistently praise its user-friendly design and clean navigation.
It offers strong project and task tracking that helps boost visibility and collaboration between internal teams and clients.
Good CRM and productivity integrations to streamline data flow and reduce manual entry.
Rated highly overall with strong reviews.
Cons
Slow loading times and performance lag have been reported by a few users. It’s mainly while handling heavier workloads or complex plans.
Less customization options and high-level reporting features can hinder deep analysis.
Certain task management controls, like private tasks or searches, are less flexible than expected.
Mobile support and dedicated mobile app capabilities are somewhat limited compared to desktop experiences.
Best for: Customer success, professional services, and SaaS teams that run structured onboarding projects involving multiple internal and external stakeholders.
Supported platforms: Web-based, accessible via browser.
Rocketlane Plans and pricing:
Plan
Price (/User/Month – Annual Billing)
Price (/User/Month – Monthly Billing)
Automations
Essential
$19
$29
50 runs/user/month
Standard
$49
$59
200 runs/user/month
Premium
$69
$79
500 runs/user/month
Enterprise
$99
Custom
Unlimited
2. GUIDEcx – B2B
GUIDEcx is a purpose-built client onboarding and implementation solution. It emphasizes transparency, structured project execution, and strong client engagement. It provides clients and internal teams with shared visibility into onboarding progress, milestones, and tasks, reducing manual follow-ups and friction during onboarding.
Key features of GUIDEcx:
It offers multi-view project planning – List, Gantt, and Board views to check project timelines and dependencies.
Task automation and tagging include assigning tasks, filtering views, creating custom tags, and saving filters for streamlined organization.
Shared access on client portals (often without any login) lets clients see their tasks, timelines, and updates.
Works with 1,000+ applications so data flows between your CRM, communication, and project tools.
Mobile app allows updates, client notes, and attachments on the go.
Automated reminders and forecast engines, powered by AI, help anticipate delays and personalize engagement.
Pro and cons of GUIDEcx:
Pros
Strong ease of use and quick onboarding for teams, with users praising its intuitive interface.
Exceptional customer support, often highlighted by reviewers as responsive and helpful.
Helps reduce onboarding time and increase visibility thanks to shared dashboards and role-based views.
Cons
Initially, configuring workflows and dashboards is reported to be a little complex.
There are occasional issues of slow loading times or performance issues, which might affect overall efficiency.
A few reviewers mention missing starter templates or features that require manual setup.
Best for: B2B companies, SaaS vendors, and professional services teams that need a structured platform to manage external client onboarding and cross-team workflows.
Supported platforms: Web-based with mobile support.
GUIDEcx Plans and pricing: Custom pricing often based on feature tiers and team size (Starter, Premium, Advanced).
3. OnRamp
OnRamp is a B2B customer onboarding and engagement platform designed to simplify complex post-sale onboarding processes. Offers structured workflows, automation, and personalized client experiences. It helps teams deliver results faster and improve process visibility. It also helps businesses scale client onboarding without hiring more staff and is especially for mid-sized and large SaaS companies.
Key features of OnRamp:
It offers a step-by-step onboarding portal for customers and a centralized workspace for internal teams to plan, manage, and track onboarding progress.
Dynamic workflows & automation help eliminate the burden of manual tasks, trigger alerts, and standardize onboarding steps.
The system also uses data and smart reports to find delays, predict possible risks, and help teams take quick action.
It connects with tools like Salesforce and HubSpot to keep data updated and start onboarding based on deal progress.
Personalize onboarding journeys by customer profile, segment, or role for better engagement.
With dashboards and reports, internal stakeholders can get real-time insight into onboarding progress and status.
Pro and cons of OnRamp:
Pros
OnRamp earns high marks from users for its intuitive interface and guided customer portal.
It offers strong support for B2B processes and is specially designed with keeping customer success and post-sale teams in mind.
Mid-market and enterprise teams can scale onboarding without proportionally increasing headcount.
Works with major CRMs and productivity tools to create trigger-based onboarding execution.
Cons
OnRamp might need a good amount of setup time. This process has been reported to be complex by a few users.
Some advanced workflow and analytics features may only be clear once fully deployed in context.
Best for: B2B SaaS companies, customer success, and implementation teams
Supported platforms: Web-based
OnRamp Plans and Pricing: It offers custom enterprise pricing. You can reach out to the Techjockey team for complete details and trial/demo availability.
Client Onboarding Software for Financial Services & Regulated Industries
The tools below focus on safe communication and data security, making Moxo a good fit for financial services and banks.
4. Moxo (Moxtra earlier)
Moxo is a platform that helps businesses manage client communication and workflows in one place. It is mainly used by financial services and other regulated industries to make client onboarding and service processes simple and organized.
It brings messages, tasks, documents, approvals, and workflows into one secure system, so teams do not need to rely on scattered emails or manual follow-ups.
Key features of Moxo:
Create a white-label web and mobile workspace where clients can see tasks, messages, files, forms, and approvals, all under your brand.
Design reusable onboarding flows and service processes with draganddrop tools and conditional logic.
Gather client documents securely, route for approvals, and capture e-signatures with full audit trails for compliance.
Trigger reminders, task assignments, and status updates automatically so nothing falls through the cracks.
Messaging, video meetings, asynchronous chat, and file sharing live inside the same workspace.
Moxo uses AI to help prefill forms, validate documents, automate manual work, and keep client engagement moving forward.
SOC II and GDPRaligned controls, encryption, role-based access, and audit trails support regulated industries like finance and healthcare.
Integrate with CRMs, like Salesforce, HubSpot, and document systems, such as DocuSign, and other tools via native connectors and APIs.
Clients can complete actions without any need for login credentials; this increases adoption and reduces friction.
Pro and cons of Moxo:
Pros
The all-in-one client engagement hub makes managing tasks much easier and efficient.
High-level of security and compliance make it suitable for financial services and other regulated environments.
The clients have praised Moxo’s interface and claimed it is clean and easy-to-use.
Moxo is trusted by larger organizations to orchestrate mission-critical client processes.
Cons
Initial setup can feel complex and time-intensive.
Small businesses sometimes feel Moxo is more extensive and expensive than needed for basic onboarding.
A minority of reviewers report customer support or billing challenges, so responsiveness may vary.
Best for: Financial services firms, professional services teams, and enterprises that need a secure and compliant solution.
Supported platforms: Web-based, mobile access for clients and teams.
Moxo Plans and pricing: It offers two plans – Business and Enterprise. Pricing is not publicly available; you can contact the Techjockey team for more information.
These tools help businesses collect documents, manage approvals, and automate onboarding steps easily.
5. Clustdoc
Clustdoc is a client onboarding and workflow automation platform that helps teams manage client processes in a clear and organized way. It turns routine tasks like document collection, form submission, approvals, and compliance into structured and trackable steps. Many industries, such as legal, real estate, financial services, and consulting, use it to make client onboarding and collaboration easier.
Key features of ClustDoc:
It lets teams create reusable onboarding processes to manage forms, file requests, approvals, and milestones in one place.
Businesses can collect client documents securely and get legal e-signatures during onboarding.
Pre-built and custom checklists help guide clients through each step. Clients can access their tasks and documents through a branded, mobile-friendly portal.
The platform also automates reminders, approvals, and review steps without any coding.
It provides reports and tracking tools to monitor progress, find delays, and measure performance.
Pro and cons of ClustDoc:
Pros
Users like the platform because it is easy to use and simple to set up, even for non-technical teams.
It helps replace long email threads by keeping all client files and communication in one place.
Many users also appreciate the responsive customer support and regular feature updates.
It works well for different use cases like client intake, KYC, vendor onboarding, and HR processes.
Cons
Some users feel essential features are tied to higher-tier plans.
A few reviewers mention that clients sometimes find the interface a bit complicated initially.
Some users say locating specific documents can be cumbersome.
Best for: Small to midsize businesses and teams wanting end-to-end client onboarding with strong document management and customizable workflows.
Supported platforms: Web-based (browser) with integrations via API and workflow connectors.
ClustDoc Plans and Pricing:
Plan
Pricing
User Seats
Pro
€190 per month
3 users
Expert
Custom pricing (on request)
5 users or more
Ultimate
Custom pricing (on request)
10 users or more
Last Thoughts
With a good onboarding process, businesses can create a strong first impression on their clients.
Before choosing a tool, you must understand that the right client onboarding software makes work easier, not complex. It reduces manual tasks and improves communication with clients. It also helps teams stay on track and deliver services faster.
So, think about your business goals, industry needs, and budget, and then go for choosing any solution.
Investing in a good onboarding system is not just about saving time; it is about giving customers a better experience from the start.
Mehlika Bathla
Mehlika Bathla is a passionate content writer who turns complex tech ideas into simple words. For over 4 years in the tech industry, she has crafted helpful content like technical documentation, user guides, UX content, website content, social media copies, and SEO-driven blogs. She is highly skilled in SaaS product marketing and end-to-end content creation within the software development lifecycle. Beyond technical writing, Mehlika dives into writing about fun topics like gaming, travel, food, and entertainment. She's passionate about making information accessible and easy to grasp. Whether it's a quick blog post or a detailed guide, Mehlika aims for clarity and quality in everything she creates.
