Client Onboarding Software

This information was sourced from ApplyEasy

Activity Tracking
Activity Dashboard
Chat/Messaging
Client Management
Onboarding

This information was sourced from ApplyEasy

Who Uses ApplyEasy?

B2B Businesses, Trade Credit Providers (wholesalers, manufacturers),

Countries available

Australia

Languages

English

Motion.io

4.8 (25)

This information was sourced from verified user reviews of Motion.io

Ease of Use 4.8
Customer Service 4.8
Value for Money 4.7

Verified reviewers

"It's been pretty smooth from day one, I haven't had any major concerns about the software as it..." Read the full review

Shan

Founder in US

This information was sourced from Motion.io

Activity Tracking
Activity Dashboard
Chat/Messaging
Client Management
Onboarding

This information was sourced from verified user reviews of Motion.io

Pros:

The ease with which the entire team was able to use it without a huge learning curve. Read more

Cons:

No big drawbacks - it works. Licensing costs can add up, but the key is to focus on those who administer a project with one or more clients. Read more

This information was sourced from Motion.io

Who Uses Motion.io?

Agencies, SaaS Companies, Services Professionals

Countries available

Australia, Canada, United Kingdom, United States

Languages

English

Atlas

5.0 (5)

This information was sourced from verified user reviews of Atlas

Ease of Use 4.6
Customer Service 5.0
Value for Money 5.0

"- All good" Read the full review

Max

Head of Payroll & GME in Austria

This information was sourced from Atlas

Activity Tracking
Activity Dashboard
Chat/Messaging
Client Management
Onboarding

This information was sourced from Atlas

Who Uses Atlas?

Designed for businesses across industries such as government, tech, retail and venture capital, it is a human resources solution that helps onboard,...

Countries available

Afghanistan, Albania, Algeria, Andorra, Angola, Anguilla, Antigua & Barbuda, Argentina, Armenia, Australia , Austria, Azerbaijan, Bahamas, Bahrain, Bangladesh, Barbados, Belarus, Belgium, Belize, Benin, Bermuda, Bolivia, Bosnia & Herzegovina, Botswana, Brazil, British Virgin Islands, Bulgaria, Burkina Faso, Cambodia, Cameroon, Canada, Cayman Islands, Central African Republic, Chad, Chile, China, Colombia, Costa Rica, Croatia, Cyprus, Denmark, Djibouti, Dominica, Ecuador, Egypt, El Salvador, Equatorial Guinea, Eritrea, Ethiopia, Finland, France, Gabon, Gambia, Georgia, Germany, Ghana, Greece, Guatemala, Guinea, Guinea-Bissau, Guyana, Haiti, Honduras, Hong Kong SAR China, Hungary, Iceland, India, Indonesia, Iraq, Ireland, Israel, Italy, Jamaica, Japan, Jordan, Kazakhstan, Kenya, Kuwait, Kyrgyzstan, Latvia, Lebanon, Liechtenstein, Lithuania, Luxembourg, Madagascar, Malawi, Malaysia, Maldives, Mali, Malta, Mauritania, Mauritius, Mexico, Moldova, Mongolia, Montenegro, Morocco, Mozambique, Myanmar (Burma), Namibia, Nepal, Netherlands, New Zealand, Nicaragua, Niger, Nigeria, North Macedonia, Norway, Oman, Pakistan, Panama, Paraguay, Peru, Philippines, Poland, Portugal, Puerto Rico, Qatar, Romania, Russia, Rwanda, Saudi Arabia, Senegal, Serbia, Seychelles, Sierra Leone, Singapore, Slovakia, Slovenia, South Africa, South Korea, Spain, Sri Lanka, Sudan, Sweden, Switzerland, Taiwan, Tajikistan, Tanzania, Thailand, Togo, Trinidad & Tobago, Tunisia, Turkmenistan, Türkiye, Uganda, Ukraine, United Arab Emirates, United Kingdom, United States, Uruguay, Uzbekistan, Venezuela, Vietnam, Zambia, Zimbabwe and 146 others

Languages

English, French, German, Japanese, Korean, Portuguese, Spanish, Urdu

Lokulus

(0)

This information was sourced from Lokulus

Activity Tracking
Activity Dashboard
Chat/Messaging
Client Management
Onboarding

This information was sourced from Lokulus

Who Uses Lokulus?

Lokulus is utilised by mid-market and enterprise-level businesses aiming to bolster their customer service proficiency by implementing workflow...

Countries available

Afghanistan, Algeria, American Samoa, Angola, Anguilla, Antigua & Barbuda, Argentina, Armenia, Aruba, Australia , Azerbaijan, Bahamas, Bahrain, Bangladesh, Barbados, Belize, Benin, Bermuda, Bhutan, Bolivia, Botswana, Brazil, British Virgin Islands, Brunei, Burkina Faso, Burundi, Cambodia, Cameroon, Canada, Cape Verde, Cayman Islands, Central African Republic, Chad, Chile, China, Colombia, Comoros, Congo - Brazzaville, Congo - Kinshasa, Cook Islands, Costa Rica, Cuba, Curaçao, Djibouti, Dominica, Dominican Republic, Ecuador, Egypt, El Salvador, Equatorial Guinea, Eritrea, Eswatini, Ethiopia, Falkland Islands, Fiji, France, French Guiana, French Polynesia, Gabon, Gambia, Georgia, Germany, Ghana, Grenada, Guadeloupe, Guam, Guatemala, Guinea, Guinea-Bissau, Guyana, Haiti, Honduras, Hong Kong SAR China, India, Indonesia, Iran, Iraq, Ireland, Israel, Italy, Jamaica, Japan, Jordan, Kazakhstan, Kenya, Kiribati, Kuwait, Kyrgyzstan, Laos, Lebanon, Lesotho, Liberia, Libya, Macao SAR China, Madagascar, Malawi, Malaysia, Maldives, Mali, Marshall Islands, Martinique, Mauritania, Mauritius, Mayotte, Mexico, Micronesia, Mongolia, Montserrat, Morocco, Mozambique, Myanmar (Burma), Namibia, Nauru, Nepal, Netherlands, New Caledonia, New Zealand, Nicaragua, Niger, Nigeria, Norfolk Island, Northern Mariana Islands, Oman, Pakistan, Palau, Palestinian Territories, Panama, Papua New Guinea, Paraguay, Peru, Philippines, Puerto Rico, Qatar, Rwanda, Réunion, Samoa, Saudi Arabia, Senegal, Seychelles, Sierra Leone, Singapore, Solomon Islands, Somalia, South Africa, South Korea, Sri Lanka, St Helena, St Pierre & Miquelon, St. Kitts & Nevis, St. Lucia, St. Martin, St. Vincent & Grenadines, Sudan, Suriname, Syria, São Tomé & Príncipe, Taiwan, Tajikistan, Tanzania, Thailand, Timor-Leste, Togo, Tonga, Trinidad & Tobago, Tunisia, Turkmenistan, Turks & Caicos Islands, Tuvalu, US Virgin Islands, Uganda, United Arab Emirates, United Kingdom, United States, Uruguay, Uzbekistan, Vanuatu, Venezuela, Vietnam, Wallis & Futuna, Yemen, Zambia, Zimbabwe and 172 others

Languages

English, French, German, Spanish

Moovila

4.6 (39)

This information was sourced from verified user reviews of Moovila

Ease of Use 4.5
Customer Service 4.9
Value for Money 4.7

Verified reviewers

"Platform rollout and user training went exceptionally well with the support of the Moovila team and..." Read the full review

Heather

Project Coordinator in US

This information was sourced from Moovila

Activity Tracking
Activity Dashboard
Chat/Messaging
Client Management
Onboarding

This information was sourced from verified user reviews of Moovila

Pros:

The integration with MS Teams has truly been a help in this transition for us as well. Read more

Cons:

The only difficulty for me has been similar to anytime you have to combine two tools into one. Read more

This information was sourced from Moovila

Who Uses Moovila?

Moovila is best used to accelerate project timelines via automation. Project managers, PMO leaders, and product/service delivery teams choose Moovila...

Countries available

Canada, United States

Languages

English, Japanese

Rocketlane

4.7 (111)

This information was sourced from verified user reviews of Rocketlane

Ease of Use 4.6
Customer Service 4.7
Value for Money 4.6

Verified reviewers

"Its been a very effective in handling my customers and their implementation experience" Read the full review

Anand

Senior Implementation Consultant in India

This information was sourced from Rocketlane

Activity Tracking
Activity Dashboard
Chat/Messaging
Client Management
Onboarding

This information was sourced from verified user reviews of Rocketlane

Pros:

Ease of collaborating with customer and internal teams, the ability to make templates, integration with other software. Read more

Cons:

Our only concern is that our Salesforce integration needs a bit of work. The concern is not an issue with Rocketlane, it is just the pains of connecting two tools. Read more

This information was sourced from Rocketlane

Who Uses Rocketlane?

Running customer-facing onboarding and implementations for teams of all sizes. Must for SaaS businesses, IT Services, System Integrators, and...

Countries available

Australia, Canada, Germany, India, Singapore, United Arab Emirates, United Kingdom, United States

Languages

English

Microcasting

5.0 (3)

This information was sourced from verified user reviews of Microcasting

Ease of Use 4.7
Customer Service 5.0
Value for Money 4.3

Verified reviewers

"I’m still in the beginning stages of my business journey, so I have yet to grow into their full..." Read the full review

Pete

COO & CTO in US

This information was sourced from Microcasting

Activity Tracking
Activity Dashboard
Chat/Messaging
Client Management
Onboarding

This information was sourced from Microcasting

Who Uses Microcasting?

The Microcasting Platform is a great fit for any business who needs to educate its customers throughout their journey. Also great for companies who...

Countries available

Afghanistan, Albania, American Samoa, Andorra, Argentina, Armenia, Australia, Austria, Azerbaijan, Bahrain , Bangladesh, Belarus, Belgium, Bhutan, Bolivia, Bosnia & Herzegovina, Brazil, Brunei, Bulgaria, Cambodia, Chile, China, Colombia, Cook Islands, Croatia, Cyprus, Czechia, Denmark, Ecuador, Estonia, Falkland Islands, Faroe Islands, Fiji, Finland, France, French Guiana, French Polynesia, Georgia, Germany, Gibraltar, Greece, Greenland, Guam, Guernsey, Guyana, Hong Kong SAR China, Hungary, Iceland, India, Indonesia, Iran, Iraq, Ireland, Isle of Man, Israel, Italy, Japan, Jersey, Jordan, Kazakhstan, Kiribati, Kuwait, Kyrgyzstan, Laos, Latvia, Lebanon, Liechtenstein, Lithuania, Luxembourg, Macao SAR China, Malaysia, Maldives, Malta, Marshall Islands, Micronesia, Moldova, Monaco, Mongolia, Montenegro, Myanmar (Burma), Nauru, Nepal, Netherlands, New Caledonia, New Zealand, Norfolk Island, North Macedonia, Northern Mariana Islands, Norway, Oman, Pakistan, Palau, Palestinian Territories, Papua New Guinea, Paraguay, Peru, Philippines, Poland, Portugal, Qatar, Romania, Russia, Samoa, San Marino, Saudi Arabia, Serbia, Singapore, Slovakia, Slovenia, Solomon Islands, South Korea, Spain, Sri Lanka, Suriname, Sweden, Switzerland, Syria, Taiwan, Tajikistan, Thailand, Timor-Leste, Tonga, Turkmenistan, Tuvalu, Türkiye, Ukraine, United Arab Emirates, United Kingdom, United States, Uruguay, Uzbekistan, Vanuatu, Vatican City, Venezuela, Vietnam, Wallis & Futuna, Yemen, Åland Islands and 128 others

Languages

English

Process Street

4.7 (630)

This information was sourced from verified user reviews of Process Street

Ease of Use 4.6
Customer Service 4.8
Value for Money 4.7

Verified reviewers

"Providing a visual, step-by-step process for repetitive tasks in our agency is the primary reason..." Read the full review

Daniel

CEO in Lebanon

This information was sourced from Process Street

Activity Tracking
Activity Dashboard
Chat/Messaging
Client Management
Onboarding

This information was sourced from verified user reviews of Process Street

Pros:

This software saved me a lot of money and time to create the same system from the ground up. Read more

Cons:

Trying to find archived lists can be a little difficult in my opinion. Read more

This information was sourced from Process Street

Who Uses Process Street?

We work with all sorts of companies including most of the Fortune 1000. We service both SMB and Enterprise teams in all departments, but we see...

Countries available

Afghanistan, Albania, Algeria, American Samoa, Andorra, Angola, Anguilla, Antigua & Barbuda, Argentina, Armenia , Aruba, Australia, Austria, Azerbaijan, Bahamas, Bahrain, Bangladesh, Barbados, Belarus, Belgium, Belize, Benin, Bermuda, Bhutan, Bolivia, Bosnia & Herzegovina, Botswana, Brazil, British Virgin Islands, Brunei, Bulgaria, Burkina Faso, Burundi, Cambodia, Cameroon, Canada, Cape Verde, Cayman Islands, Central African Republic, Chad, Chile, China, Colombia, Comoros, Congo - Brazzaville, Congo - Kinshasa, Cook Islands, Costa Rica, Croatia, Cuba, Curaçao, Cyprus, Czechia, Denmark, Djibouti, Dominica, Dominican Republic, Ecuador, Egypt, El Salvador, Equatorial Guinea, Eritrea, Estonia, Eswatini, Ethiopia, Falkland Islands, Faroe Islands, Fiji, Finland, France, French Guiana, French Polynesia, Gabon, Gambia, Georgia, Germany, Ghana, Gibraltar, Greece, Greenland, Grenada, Guadeloupe, Guam, Guatemala, Guernsey, Guinea, Guinea-Bissau, Guyana, Haiti, Honduras, Hong Kong SAR China, Hungary, Iceland, India, Indonesia, Iran, Iraq, Ireland, Isle of Man, Israel, Italy, Jamaica, Japan, Jersey, Jordan, Kazakhstan, Kenya, Kiribati, Kuwait, Kyrgyzstan, Laos, Latvia, Lebanon, Lesotho, Liberia, Libya, Liechtenstein, Lithuania, Luxembourg, Macao SAR China, Madagascar, Malawi, Malaysia, Maldives, Mali, Malta, Marshall Islands, Martinique, Mauritania, Mauritius, Mayotte, Mexico, Micronesia, Moldova, Monaco, Mongolia, Montenegro, Montserrat, Morocco, Mozambique, Myanmar (Burma), Namibia, Nauru, Nepal, Netherlands, New Caledonia, New Zealand, Nicaragua, Niger, Nigeria, Norfolk Island, North Macedonia, Northern Mariana Islands, Norway, Oman, Pakistan, Palau, Palestinian Territories, Panama, Papua New Guinea, Paraguay, Peru, Philippines, Poland, Portugal, Puerto Rico, Qatar, Romania, Russia, Rwanda, Réunion, Samoa, San Marino, Saudi Arabia, Senegal, Serbia, Seychelles, Sierra Leone, Singapore, Slovakia, Slovenia, Solomon Islands, Somalia, South Africa, South Korea, Spain, Sri Lanka, St Helena, St Pierre & Miquelon, St. Kitts & Nevis, St. Lucia, St. Martin, St. Vincent & Grenadines, Sudan, Suriname, Sweden, Switzerland, Syria, São Tomé & Príncipe, Taiwan, Tajikistan, Tanzania, Thailand, Timor-Leste, Togo, Tonga, Trinidad & Tobago, Tunisia, Turkmenistan, Turks & Caicos Islands, Tuvalu, Türkiye, US Virgin Islands, Uganda, Ukraine, United Arab Emirates, United Kingdom, United States, Uruguay, Uzbekistan, Vanuatu, Vatican City, Venezuela, Vietnam, Wallis & Futuna, Yemen, Zambia, Zimbabwe, Åland Islands and 219 others

Languages

English

HoneyBook

4.8 (628)

This information was sourced from verified user reviews of HoneyBook

Ease of Use 4.6
Customer Service 4.7
Value for Money 4.6

Verified reviewers

"I automate workflows much more easily for my performance and my daily tasks" Read the full review

Caroline

Bachelor in Supply Chain Management in US

This information was sourced from HoneyBook

Activity Tracking
Activity Dashboard
Chat/Messaging
Client Management
Onboarding

This information was sourced from verified user reviews of HoneyBook

Pros:

We have used it for a little over a year now, and this was so incredibly helpful filing taxes for the first time. Well worth the investment. Read more

Cons:

Also, the email feature within HoneyBook can be a bit confusing. Sometimes, I can't tell if an email sent or not. Read more

This information was sourced from HoneyBook

Who Uses HoneyBook?

Independent business owners including designers, photographers, marketers, freelancers, consultants, florists, caterers, videographers, and many...

Countries available

Canada, United States

Languages

English

Bigin by Zoho CRM

4.7 (516)

This information was sourced from verified user reviews of Bigin by Zoho CRM

Ease of Use 4.7
Customer Service 4.5
Value for Money 4.7

Verified reviewers

"Very good. I started using it while working on another project for another client" Read the full review

Steve

LinkedIn Trainer in Hong Kong

This information was sourced from Bigin by Zoho CRM

Activity Tracking
Activity Dashboard
Chat/Messaging
Client Management
Onboarding

This information was sourced from verified user reviews of Bigin by Zoho CRM

Pros:

I am using this becasue of automation, not very costly, and function wise it is very good. Customer care are not very good, they do not help immediately, need to wait for few days only then call back. Read more

Cons:

It broke down several times. However, it finally worked. Read more

This information was sourced from Bigin by Zoho CRM

Who Uses Bigin by Zoho CRM?

Bigin is ideal for small and micro businesses that are looking to move away from inefficient spreadsheets and other legacy sales tools and better...

Countries available

Afghanistan, Albania, Algeria, American Samoa, Andorra, Angola, Anguilla, Antigua & Barbuda, Argentina, Armenia , Aruba, Australia, Austria, Azerbaijan, Bahamas, Bahrain, Bangladesh, Barbados, Belarus, Belgium, Belize, Benin, Bermuda, Bhutan, Bolivia, Bosnia & Herzegovina, Botswana, Brazil, British Virgin Islands, Brunei, Bulgaria, Burkina Faso, Burundi, Cambodia, Cameroon, Canada, Cape Verde, Cayman Islands, Central African Republic, Chad, Chile, China, Colombia, Comoros, Congo - Brazzaville, Congo - Kinshasa, Cook Islands, Costa Rica, Croatia, Cuba, Cyprus, Czechia, Denmark, Djibouti, Dominica, Dominican Republic, Ecuador, Egypt, El Salvador, Equatorial Guinea, Eritrea, Estonia, Eswatini, Ethiopia, Falkland Islands, Faroe Islands, Fiji, Finland, France, French Guiana, French Polynesia, Gabon, Gambia, Georgia, Germany, Ghana, Gibraltar, Greece, Greenland, Grenada, Guadeloupe, Guam, Guatemala, Guernsey, Guinea, Guinea-Bissau, Guyana, Haiti, Honduras, Hong Kong SAR China, Hungary, Iceland, India, Indonesia, Iran, Iraq, Ireland, Isle of Man, Israel, Italy, Jamaica, Japan, Jersey, Jordan, Kazakhstan, Kenya, Kiribati, Kuwait, Kyrgyzstan, Laos, Latvia, Lebanon, Lesotho, Liberia, Libya, Liechtenstein, Lithuania, Luxembourg, Macao SAR China, Madagascar, Malawi, Malaysia, Maldives, Mali, Malta, Marshall Islands, Martinique, Mauritania, Mauritius, Mayotte, Mexico, Micronesia, Moldova, Monaco, Mongolia, Montenegro, Montserrat, Morocco, Mozambique, Myanmar (Burma), Namibia, Nauru, Nepal, Netherlands, New Caledonia, New Zealand, Nicaragua, Niger, Nigeria, Norfolk Island, North Macedonia, Northern Mariana Islands, Norway, Oman, Pakistan, Palau, Palestinian Territories, Panama, Papua New Guinea, Paraguay, Peru, Philippines, Poland, Portugal, Puerto Rico, Qatar, Romania, Russia, Rwanda, Réunion, Samoa, San Marino, Saudi Arabia, Senegal, Serbia, Seychelles, Sierra Leone, Singapore, Slovakia, Slovenia, Solomon Islands, Somalia, South Africa, South Korea, Spain, Sri Lanka, St Helena, St Pierre & Miquelon, St. Kitts & Nevis, St. Lucia, St. Martin, St. Vincent & Grenadines, Sudan, Suriname, Sweden, Switzerland, Syria, São Tomé & Príncipe, Taiwan, Tajikistan, Tanzania, Thailand, Timor-Leste, Togo, Tonga, Trinidad & Tobago, Tunisia, Turkmenistan, Turks & Caicos Islands, Tuvalu, Türkiye, US Virgin Islands, Uganda, Ukraine, United Arab Emirates, United Kingdom, United States, Uruguay, Uzbekistan, Vanuatu, Vatican City, Venezuela, Vietnam, Wallis & Futuna, Yemen, Zambia, Zimbabwe, Åland Islands and 218 others

Languages

Arabic, Bulgarian, Chinese, Croatian, Czech, Danish, Dutch, English, French, German , Hebrew, Hindi, Hungarian, Indonesian, Italian, Japanese, Korean, Polish, Portuguese, Russian, Spanish, Swedish, Thai, Turkish, Vietnamese and 15 others

ShareFile

4.5 (398)

This information was sourced from verified user reviews of ShareFile

Ease of Use 4.4
Customer Service 4.1
Value for Money 4.1

Verified reviewers

"Sharefile is a cloud-hosted file server at its most basic level that replaces the need to host one..." Read the full review

Zuhairah

Marketing Communications Specialist in Malaysia

This information was sourced from ShareFile

Activity Tracking
Activity Dashboard
Chat/Messaging
Client Management
Onboarding

This information was sourced from verified user reviews of ShareFile

Pros:

If we don't have time and we want to share files, Citrix Sharefiles provides the option to generate a link with all files we have included. Read more

Cons:

The only problem is who so ever uploads the documents that person can't access those file in future and you can't track what you have already shared and what is pending. Read more

This information was sourced from ShareFile

Who Uses ShareFile?

Professionals in a variety of industries including Accounting, Architecture, Construction, Engineering, Financial, Healthcare, Insurance, Legal,...

Countries available

Australia, Brazil, Canada, China, Germany, India, Japan, Mexico, South Korea, United Kingdom , United States and 1 others

Languages

Chinese, English, French, German, Japanese, Korean, Spanish

Pipefy

4.6 (313)

This information was sourced from verified user reviews of Pipefy

Ease of Use 4.5
Customer Service 4.6
Value for Money 4.4

Verified reviewers

"Small business owners can easily hire new collaborators and Pipefy helps to "teach" them the..." Read the full review

Fabrício Yutaka

Founder in Brazil

This information was sourced from Pipefy

Activity Tracking
Activity Dashboard
Chat/Messaging
Client Management
Onboarding

This information was sourced from verified user reviews of Pipefy

Pros:

The interface is user friendly, it's easy to learn and very intuitive. Read more

Cons:

Another missing point is that not all fields are searchable, making it hard to find a specific card (if you didn't mark all fields as subtitles) when you have hundreds of them in the same pipe. Read more

This information was sourced from Pipefy

Who Uses Pipefy?

Managers looking to standardize and run complex processes and workflows through a Kanban-style user experience, without the need of IT, technical...

Countries available

Afghanistan, Albania, Algeria, American Samoa, Andorra, Angola, Anguilla, Antigua & Barbuda, Argentina, Armenia , Aruba, Australia, Austria, Azerbaijan, Bahamas, Bahrain, Bangladesh, Barbados, Belarus, Belgium, Belize, Benin, Bermuda, Bhutan, Bolivia, Bosnia & Herzegovina, Botswana, Brazil, British Virgin Islands, Brunei, Bulgaria, Burkina Faso, Burundi, Cambodia, Cameroon, Canada, Cape Verde, Cayman Islands, Central African Republic, Chad, Chile, China, Colombia, Comoros, Congo - Brazzaville, Congo - Kinshasa, Cook Islands, Costa Rica, Croatia, Cuba, Cyprus, Czechia, Denmark, Djibouti, Dominica, Dominican Republic, Ecuador, Egypt, El Salvador, Equatorial Guinea, Eritrea, Estonia, Eswatini, Ethiopia, Falkland Islands, Faroe Islands, Fiji, Finland, France, French Guiana, French Polynesia, Gabon, Gambia, Georgia, Germany, Ghana, Gibraltar, Greece, Greenland, Grenada, Guadeloupe, Guam, Guatemala, Guernsey, Guinea, Guinea-Bissau, Guyana, Haiti, Honduras, Hong Kong SAR China, Hungary, Iceland, India, Indonesia, Iran, Iraq, Ireland, Isle of Man, Israel, Italy, Jamaica, Japan, Jersey, Jordan, Kazakhstan, Kenya, Kiribati, Kuwait, Kyrgyzstan, Laos, Latvia, Lebanon, Lesotho, Liberia, Libya, Liechtenstein, Lithuania, Luxembourg, Macao SAR China, Madagascar, Malawi, Malaysia, Maldives, Mali, Malta, Marshall Islands, Martinique, Mauritania, Mauritius, Mayotte, Mexico, Micronesia, Moldova, Monaco, Mongolia, Montenegro, Montserrat, Morocco, Mozambique, Myanmar (Burma), Namibia, Nauru, Nepal, Netherlands, New Caledonia, New Zealand, Nicaragua, Niger, Nigeria, Norfolk Island, North Macedonia, Northern Mariana Islands, Norway, Oman, Pakistan, Palau, Palestinian Territories, Panama, Papua New Guinea, Paraguay, Peru, Philippines, Poland, Portugal, Puerto Rico, Qatar, Romania, Russia, Rwanda, Réunion, Samoa, San Marino, Saudi Arabia, Senegal, Serbia, Seychelles, Sierra Leone, Singapore, Slovakia, Slovenia, Solomon Islands, Somalia, South Africa, South Korea, Spain, Sri Lanka, St Helena, St Pierre & Miquelon, St. Kitts & Nevis, St. Lucia, St. Martin, St. Vincent & Grenadines, Sudan, Suriname, Sweden, Switzerland, Syria, São Tomé & Príncipe, Taiwan, Tajikistan, Tanzania, Thailand, Timor-Leste, Togo, Tonga, Trinidad & Tobago, Tunisia, Turkmenistan, Turks & Caicos Islands, Tuvalu, Türkiye, US Virgin Islands, Uganda, Ukraine, United Arab Emirates, United Kingdom, United States, Uruguay, Uzbekistan, Vanuatu, Vatican City, Venezuela, Vietnam, Wallis & Futuna, Yemen, Zambia, Zimbabwe, Åland Islands and 218 others

Languages

English, Portuguese, Spanish

Time To Pet

4.9 (263)

This information was sourced from verified user reviews of Time To Pet

Ease of Use 4.8
Customer Service 5.0
Value for Money 4.8

Verified reviewers

"Time To Pet's automated confirmations and invoicing system have freed much of my time and allowed..." Read the full review

Ruth

Chief Feline Officer in US

This information was sourced from Time To Pet

Activity Tracking
Activity Dashboard
Chat/Messaging
Client Management
Onboarding

This information was sourced from verified user reviews of Time To Pet

Pros:

The best things about Time To Pet are that it was easy to purchase, learn how to use, and integrate into my existing business structure, in other words, accessibility. Read more

Cons:

I really can’t think of a negative with the actual software. I think my only negative comment would be that I feel they need live customer service via phone and not just via email. Read more

This information was sourced from Time To Pet

Who Uses Time To Pet?

Time To Pet is flexible and fully customizable making our system the ideal choice for both the established pet care company with 50+ staff members as...

Countries available

Australia, Canada, Ireland, New Zealand, South Africa, United Kingdom, United Kingdom, United States

Languages

English

FollowUp CRM

4.5 (227)

This information was sourced from verified user reviews of FollowUp CRM

Ease of Use 4.4
Customer Service 4.6
Value for Money 4.4

Verified reviewers

"Decent so far. Had some problems with pulling accurate reports for a month." Read the full review

Anonymous reviewer

This information was sourced from FollowUp CRM

Activity Tracking
Activity Dashboard
Chat/Messaging
Client Management
Onboarding

This information was sourced from verified user reviews of FollowUp CRM

Pros:

It also can integrate with Outlook, and I am pretty sure it works with Google products as well. Read more

Cons:

Cons: new employees found it difficult to learn at first, but caught on quick. Read more

This information was sourced from FollowUp CRM

Who Uses FollowUp CRM?

Followup CRM serves contractors who want to build a true sales business. Followup CRM equips construction companies to bid less and win more through...

Countries available

United States

Languages

English

Fusebase (Formerly Nimbus)

4.6 (168)

This information was sourced from verified user reviews of Fusebase (Formerly Nimbus)

Ease of Use 4.6
Customer Service 4.7
Value for Money 4.7

Verified reviewers

"My note-taking became smoother than ever. I used to have Evernote back in the day so I don't..." Read the full review

Pedro

Compliant Direct Response Copywriter in Portugal

This information was sourced from Fusebase (Formerly Nimbus)

Activity Tracking
Activity Dashboard
Chat/Messaging
Client Management
Onboarding

This information was sourced from verified user reviews of Fusebase (Formerly Nimbus)

Pros:

Sometimes we use it for notes, sometimes to capture screen - always simple, always easy to integrate across platforms, user friendly, keeps our teams efficient. Read more

Cons:

The web clipper sometimes completely fails in preserving a page format and that's annoying. Never happens with Evernote. Read more

This information was sourced from Fusebase (Formerly Nimbus)

Who Uses Fusebase (Formerly Nimbus)?

Not provided by vendor

Countries available

Afghanistan, Albania, Algeria, American Samoa, Andorra, Angola, Argentina, Armenia, Australia, Austria , Azerbaijan, Bahrain, Bangladesh, Belarus, Belgium, Benin, Bhutan, Bolivia, Bosnia & Herzegovina, Botswana, Brazil, Brunei, Bulgaria, Burkina Faso, Burundi, Cambodia, Cameroon, Cape Verde, Central African Republic, Chad, Chile, China, Colombia, Comoros, Congo - Brazzaville, Congo - Kinshasa, Cook Islands, Croatia, Cyprus, Czechia, Denmark, Djibouti, Ecuador, Egypt, Equatorial Guinea, Eritrea, Estonia, Eswatini, Ethiopia, Falkland Islands, Faroe Islands, Fiji, Finland, France, French Guiana, French Polynesia, Gabon, Gambia, Georgia, Germany, Ghana, Gibraltar, Greece, Greenland, Guam, Guernsey, Guinea, Guinea-Bissau, Guyana, Hong Kong SAR China, Hungary, Iceland, India, Indonesia, Iran, Iraq, Ireland, Isle of Man, Israel, Italy, Japan, Jersey, Jordan, Kazakhstan, Kenya, Kiribati, Kuwait, Kyrgyzstan, Laos, Latvia, Lebanon, Lesotho, Liberia, Libya, Liechtenstein, Lithuania, Luxembourg, Macao SAR China, Madagascar, Malawi, Malaysia, Maldives, Mali, Malta, Marshall Islands, Mauritania, Mauritius, Mayotte, Micronesia, Moldova, Monaco, Mongolia, Montenegro, Morocco, Mozambique, Myanmar (Burma), Namibia, Nauru, Nepal, Netherlands, New Caledonia, New Zealand, Niger, Nigeria, Norfolk Island, North Macedonia, Northern Mariana Islands, Norway, Oman, Pakistan, Palau, Palestinian Territories, Papua New Guinea, Paraguay, Peru, Philippines, Poland, Portugal, Qatar, Romania, Russia, Rwanda, Réunion, Samoa, San Marino, Saudi Arabia, Senegal, Serbia, Seychelles, Sierra Leone, Singapore, Slovakia, Slovenia, Solomon Islands, Somalia, South Africa, South Korea, Spain, Sri Lanka, St Helena, Sudan, Suriname, Sweden, Switzerland, Syria, São Tomé & Príncipe, Taiwan, Tajikistan, Tanzania, Thailand, Timor-Leste, Togo, Tonga, Tunisia, Turkmenistan, Tuvalu, Türkiye, Uganda, Ukraine, United Arab Emirates, United Kingdom, United States, Uruguay, Uzbekistan, Vanuatu, Vatican City, Venezuela, Vietnam, Wallis & Futuna, Yemen, Zambia, Zimbabwe, Åland Islands and 183 others

Languages

English, German, Italian, Spanish, Turkish, Ukrainian

ClientPoint

4.6 (161)

This information was sourced from verified user reviews of ClientPoint

Ease of Use 4.6
Customer Service 4.7
Value for Money 4.4

Verified reviewers

"Outside of those few cons, it's been great and very easy for us to comment back and forth with..." Read the full review

Jay

Marketing Strategist in US

This information was sourced from ClientPoint

Activity Tracking
Activity Dashboard
Chat/Messaging
Client Management
Onboarding

This information was sourced from verified user reviews of ClientPoint

Pros:

Excellent training and customer service. Quick turnaround times on modification requests. Read more

Cons:

I am giving the benefit of the doubt, but my proposals look bad. The pagination and graphics get thrown out of alignment and I can't seem to override or correct in local edit. Read more

This information was sourced from ClientPoint

Who Uses ClientPoint?

All sales, business, client success teams and vertical markets like SaaS, facility services, IT, security, business, marketing agencies, etc. that...

Countries available

United States

Languages

English

Bizagi

4.4 (141)

This information was sourced from verified user reviews of Bizagi

Ease of Use 4.4
Customer Service 4.1
Value for Money 4.3

Verified reviewers

"Its behavior is exceptional, in addition to having mobile functionality and allowing users to..." Read the full review

Marianela

Water Treatment Consultant in Panama

This information was sourced from Bizagi

Activity Tracking
Activity Dashboard
Chat/Messaging
Client Management
Onboarding

This information was sourced from verified user reviews of Bizagi

Pros:

Modeler and SharePoint integration is free. Extreme powerful Workflow engine. Read more

Cons:

Then it can be difficult to understand the root cause. Users do not understand easily why unfinished processes (instances) are still in their inbox. Read more

This information was sourced from Bizagi

Who Uses Bizagi?

Enterprise cloud Platform-as-a-Service for intelligent process automation and empowering citizen developers to create low-code process applications.

Countries available

United Kingdom, United States

Languages

English

ChurnZero

4.7 (128)

This information was sourced from verified user reviews of ChurnZero

Ease of Use 4.3
Customer Service 4.9
Value for Money 4.7

Verified reviewers

"The best thing about ChurnZero's software is the responsiveness of their team and their reflective..." Read the full review

TJ

Chief Operating Officer in US

This information was sourced from ChurnZero

Activity Tracking
Activity Dashboard
Chat/Messaging
Client Management
Onboarding

This information was sourced from verified user reviews of ChurnZero

Pros:

ChurnZero helps us to get a realtime overview of our customer base. Implemented both on our CRM and our Solution we can actively get insights in what's happening. Read more

Cons:

Getting everything configured in the beginning was very difficult. Our product is very complex so it took us a while to set everything up initially. Read more

This information was sourced from ChurnZero

Who Uses ChurnZero?

ChurnZero was designed for digital subscription business (SAAS, content, services) where customer engagement is key to Customer Success.

Countries available

Australia, Belgium, Canada, Ireland, Israel, Netherlands, New Zealand, United Kingdom, United States

Languages

English

Clientary

4.8 (90)

This information was sourced from verified user reviews of Clientary

Ease of Use 4.6
Customer Service 4.6
Value for Money 4.6

Verified reviewers

"Clientary has bee. running the show for us and were a proud of the huge steps we took to bring this..." Read the full review

Louise

Front Office Manager in Canada

This information was sourced from Clientary

Activity Tracking
Activity Dashboard
Chat/Messaging
Client Management
Onboarding

This information was sourced from verified user reviews of Clientary

Pros:

Clientary has made my job so much easier. Ver easy to use and well worth the money spent. Read more

Cons:

I have to actually right click > open in new tab. Not ideal on a laptop when you don't have a mouse. Read more

This information was sourced from Clientary

Who Uses Clientary?

Clientary is ideal for professional services businesses, especially accountants, architects, engineers, IT-service firms, consultants, law firms, and...

Countries available

Australia, Canada, Ireland, South Africa, United Kingdom, United States

Languages

English

MarbleFlows

4.6 (65)

This information was sourced from verified user reviews of MarbleFlows

Ease of Use 4.7
Customer Service 4.6
Value for Money 4.6

Verified reviewers

"Marble is very easy and useful tool to create online courses The ease of creation and useful..." Read the full review

Marek 𝗖𝗵𝗲𝘀𝘁𝗲𝗿

Manager in Poland

This information was sourced from MarbleFlows

Activity Tracking
Activity Dashboard
Chat/Messaging
Client Management
Onboarding

This information was sourced from verified user reviews of MarbleFlows

Pros:

I'm able to integrate so many different pieces of content that I have already developed like video, PDFs, links to other content, etc. Read more

Cons:

The possibility to activate the courses with a time delay is currently missing, I hope that will be updated quickly. Read more

This information was sourced from MarbleFlows

Who Uses MarbleFlows?

Saas, B2B, CSM, PM, Marketing

Countries available

Argentina, Australia, Bolivia, Brazil, Canada, Chile, Colombia, Ecuador, Falkland Islands, Finland , France, French Guiana, Germany, Guyana, India, Ireland, Italy, Mexico, Netherlands, New Zealand, Paraguay, Peru, Philippines, Singapore, South Africa, Suriname, United Arab Emirates, United States, Uruguay, Venezuela and 20 others

Languages

English

GUIDEcx

4.7 (63)

This information was sourced from verified user reviews of GUIDEcx

Ease of Use 4.6
Customer Service 4.9
Value for Money 4.7

Verified reviewers

"Excellent project management software that really keeps you on top of your tasks and timeline." Read the full review

Victoria

Implementation Manager in US

This information was sourced from GUIDEcx

Activity Tracking
Activity Dashboard
Chat/Messaging
Client Management
Onboarding

This information was sourced from verified user reviews of GUIDEcx

Pros:

We also like that we can have contributors within our company to have access to projects they are working on and can update their tasks at no cost for thier seat. Read more

Cons:

Difficult for customer to initially access (usually customer firewalls don't allow access to the project)You can't copy and paste a checklist from one task to another inside a project. Read more

This information was sourced from GUIDEcx

Who Uses GUIDEcx?

Any company looking to improve onboarding efficiency, reduce time to initial value and engage customers during onboarding.

Countries available

Australia, India, Israel, United States

Languages

English

Clustdoc

4.7 (62)

This information was sourced from verified user reviews of Clustdoc

Ease of Use 4.4
Customer Service 4.7
Value for Money 4.7

Verified reviewers

"I've had really good overal. experience with Clustdoc. Customer service is quick to respond and are..." Read the full review

Joseph

CEO in US

This information was sourced from Clustdoc

Activity Tracking
Activity Dashboard
Chat/Messaging
Client Management
Onboarding

This information was sourced from verified user reviews of Clustdoc

Pros:

We love the native form and digital signature tool. The client onboarding and document management is super-simplified through Clust. Read more

Cons:

Learning how to use it at first was a little confusing, but you kinda get used to it. Read more

This information was sourced from Clustdoc

Who Uses Clustdoc?

Who uses Clustdoc? Small business owners and teams that want to streamline their onboarding processes in more than 70 countries (Financial services,...

Countries available

Australia, Brazil, Canada, China, France, Germany, India, Japan, Mexico, United Kingdom , United States and 1 others

Languages

English, French, German, Portuguese, Spanish

Travitor

4.4 (52)

This information was sourced from verified user reviews of Travitor

Ease of Use 4.3
Customer Service 4.5
Value for Money 4.2

"While I've been nervous about signing on the dotted line, Travitor has been very accommodating and..." Read the full review

Christopher

Director, Human Resources and Development in US

This information was sourced from Travitor

Activity Tracking
Activity Dashboard
Chat/Messaging
Client Management
Onboarding

This information was sourced from verified user reviews of Travitor

Pros:

That we can create custom content and ensure it is assigned to the right employees across our business, using the BambooHR integration. Read more

Cons:

Unfortunately you lose the process you have made in the course. Read more

This information was sourced from Travitor

Who Uses Travitor?

Trusted by 70% of the Fortune 1,000 and accessed by more than 45 Million learners in over 160 countries.

Countries available

Australia, Brazil, Canada, Germany, Mexico, United Kingdom, United States

Languages

English, French, Spanish

Digemy

4.9 (52)

This information was sourced from verified user reviews of Digemy

Ease of Use 5.0
Customer Service 5.0
Value for Money 4.8

Verified reviewers

"My experience has been amazing as I look forward to using it almost everyday in order to improve my..." Read the full review

Glorious

Flexi embassador in South Africa

This information was sourced from Digemy

Activity Tracking
Activity Dashboard
Chat/Messaging
Client Management
Onboarding

This information was sourced from verified user reviews of Digemy

Pros:

I enjoyed the content and found it value for money. Read more

Cons:

There are no real cons to this platform , the one thing I will change is featuring a dark mode of the website and allowing teams to relook at modules , not just recap them. Read more

This information was sourced from Digemy

Who Uses Digemy?

Retail Frontline Logistics and Supply Chain Financial Institutions

Countries available

Afghanistan, Albania, American Samoa, Andorra, Anguilla, Antigua & Barbuda, Argentina, Armenia, Aruba, Australia , Austria, Azerbaijan, Bahamas, Bahrain, Bangladesh, Barbados, Belarus, Belgium, Belize, Bermuda, Bhutan, Bolivia, Bosnia & Herzegovina, Brazil, British Virgin Islands, Brunei, Bulgaria, Cambodia, Canada, Cayman Islands, Chile, China, Colombia, Cook Islands, Costa Rica, Croatia, Cuba, Cyprus, Czechia, Denmark, Dominica, Dominican Republic, Ecuador, El Salvador, Estonia, Falkland Islands, Faroe Islands, Fiji, Finland, France, French Guiana, French Polynesia, Georgia, Germany, Gibraltar, Greece, Greenland, Grenada, Guadeloupe, Guam, Guatemala, Guernsey, Guyana, Haiti, Honduras, Hong Kong SAR China, Hungary, Iceland, India, Indonesia, Iran, Iraq, Ireland, Isle of Man, Israel, Italy, Jamaica, Japan, Jersey, Jordan, Kazakhstan, Kiribati, Kuwait, Kyrgyzstan, Laos, Latvia, Lebanon, Liechtenstein, Lithuania, Luxembourg, Macao SAR China, Malaysia, Maldives, Malta, Marshall Islands, Martinique, Mexico, Micronesia, Moldova, Monaco, Mongolia, Montenegro, Montserrat, Myanmar (Burma), Nauru, Nepal, Netherlands, New Caledonia, New Zealand, Nicaragua, Norfolk Island, North Macedonia, Northern Mariana Islands, Norway, Oman, Pakistan, Palau, Palestinian Territories, Panama, Papua New Guinea, Paraguay, Peru, Philippines, Poland, Portugal, Puerto Rico, Qatar, Romania, Russia, Samoa, San Marino, Saudi Arabia, Serbia, Singapore, Slovakia, Slovenia, Solomon Islands, South Africa, South Korea, Spain, Sri Lanka, St Pierre & Miquelon, St. Kitts & Nevis, St. Lucia, St. Martin, St. Vincent & Grenadines, Suriname, Sweden, Switzerland, Syria, Taiwan, Tajikistan, Thailand, Timor-Leste, Tonga, Trinidad & Tobago, Turkmenistan, Turks & Caicos Islands, Tuvalu, Türkiye, US Virgin Islands, Ukraine, United Arab Emirates, United Kingdom, United States, Uruguay, Uzbekistan, Vanuatu, Vatican City, Venezuela, Vietnam, Wallis & Futuna, Yemen, Åland Islands and 164 others

Languages

English

WorkRamp

4.6 (49)

This information was sourced from verified user reviews of WorkRamp

Ease of Use 4.6
Customer Service 4.7
Value for Money 4.5

Verified reviewers