15 Best Client Onboarding Software Options for 2025

Client onboarding is highly underrated—a big mistake. After all, it is the first real experience your clients have with your business. The customer onboarding process is a systematic approach that sets the tone for your company-client relationship. Done well, it builds trust, reduces churn, and turns first-time customers into long-term advocates. But let’s face it: onboarding clients is never a linear process. That’s where smart client onboarding software comes into play. You can send proposals, collect signatures, gather key details, and communicate updates within one tool.

In this guide, we’ll explore 15 best tools for streamlining onboarding, helping you stay organized, and giving your clients a stellar first impression.

What is Client Onboarding Software?

Client onboarding software streamlines the process of guiding new clients through setup and adoption. Selecting the right customer onboarding solution is crucial as it ensures effective client onboarding and relationship management by addressing diverse business needs. It addresses the client’s common challenges, simplifies workflows, and ensures a smooth transition from initial contact to active engagement.

The end goal is always to help clients experience a seamless experience with the product and the company at large.

Definition and Importance of Client Onboarding

Client onboarding is the process of integrating new clients into a service or product, ensuring a smooth transition from initial contact to active participation. This critical stage in the customer journey sets the tone for the entire customer lifecycle. A well-structured onboarding process is essential for building trust, ensuring customer satisfaction, and driving long-term retention.

Effective client onboarding helps streamline data gathering, project analysis, and other processes, making it easier for new clients to get up to speed. By providing a seamless experience, businesses can enhance customer engagement and ensure that clients feel valued and supported from the very beginning. Ultimately, a successful onboarding process leads to increased customer success and a stronger, more loyal client base.

Benefits of Using Client Onboarding Software

Client onboarding software offers numerous benefits that can transform the way businesses manage new clients. Here are some key advantages:

• Streamlined Onboarding Processes: Automate repetitive tasks, reduce manual errors, and enhance the overall efficiency of the onboarding process. This allows your team to focus on more strategic activities that add value to the client relationship.
• Improved Customer Engagement: Provide a personalized and intuitive experience for new clients, ensuring they feel valued and supported throughout the onboarding journey. This leads to higher levels of customer engagement and satisfaction.
• Increased Customer Satisfaction: Deliver a seamless and efficient onboarding experience, which translates to higher customer satisfaction and loyalty. Happy clients are more likely to become long-term advocates for your business.
• Enhanced Collaboration: Facilitate communication and collaboration between teams and clients, ensuring everyone is aligned and working towards the same goals. This collaborative approach helps in managing client interactions more effectively.
• Scalability: Easily manage multiple clients and projects simultaneously without compromising on the quality of service. Client onboarding software allows businesses to scale their operations efficiently, handling a growing client base with ease.

By leveraging client onboarding software, businesses can ensure a smooth and efficient onboarding process, leading to better client relationships and long-term success.

15 Best Client Onboarding Software Tools in 2024

Let us look at the best client onboarding software tools in 2024:

1. Nifty

Nifty is an all-in-one project management tool. It allows you to work with a new client with a clear plan, set deadlines, have a well-conceived structure, and define roles. The tool provides a rich set of features to set expectations, establish workflows, and ensure successful collaboration from day one.

Top Features:

• AI-powered Workflows: Nifty Orbit AI handles the grunt work for you. It automates repetitive tasks such as assigning roles, creating timelines, sending reminders, etc. It also analyzes project needs, predicts timelines, suggests better workflows, and enables your team to focus on what matters—keeping clients happy and projects on track.
• Forms: Need client details or feedback? Build custom forms that gather everything in one go. Streamline intake processes and skip the endless email threads with Nifty Forms.
• Docs: Create, edit, and share documents directly within Nifty in real-time with Nifty Docs. You can share onboarding guides, contracts, project roadmaps, etc., and collaborate with your clients in real-time without worrying about version mix-ups.
• Tasks: Break big goals into bite-sized tasks. Assign tasks, set priorities, and track progress in a single view. You can choose between multiple view formats such as swimlane, reports, kanban, etc. Nifty Tasks keeps everyone on track by making responsibilities transparent and timelines achievable. 
• Time Management: With Nifty’s Time Management feature, you can track where time goes and plan smarter. You can schedule tasks, monitor time spent, and ensure every hour counts.
• Board View and Calendar View: View your project the way you like it. Use Kanban boards for workflows or a calendar view for deadlines—switch between them depending on how your team (or client) works best.

Pricing:

• Free: $0
• Personal: $7/user/month, billed yearly
• Pro: $10/user/month, billed yearly
• Business: $16/user/month, billed yearly
• Enterprise: Contact sales

Ratings:

• G2: 4.7/5
• Capterra: 4.6/5

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2. UserGuiding

UserGuiding makes client onboarding simple, effective, and entirely no-code. It’s built to help you guide new users and create memorable experiences that drive engagement. Everything from walkthroughs to in-app messages helps provide real value.

Top Features:

• Interactive walkthroughs, product tours, and guides to show users the ropes
• Tooltips, hotspots, and in-app messages to provide help exactly where it’s needed
• Customizable onboarding checklists to keep clients on track
• Resource centers give users instant access to essential information
• In-app surveys for gathering feedback on the go
• Segmentation and targeting to personalize experiences for every user
• Localization for global audiences
• Powerful analytics to understand user behavior and optimize onboarding

Pricing:

• Basic Plan: $69/month, billed yearly
• Professional Plan: $199/month, billed yearly
• Corporate Plan: Custom pricing

Rating:

• G2: 4.7/5
• Capterra: 4.7/5

3. WalkMe

WalkMe makes client onboarding easier by guiding users through every step with on-screen tutorials and personalized walkthroughs. Instead of leaving your clients to figure things out on their own, you give them clear, interactive directions right where they need them. This ensures they quickly see the value of your service while reducing frustration and drop-off rates.

Top Features:

• Create on-screen tutorials that guide clients through key tasks
• Use analytics to understand where clients get stuck and optimize your onboarding experience
• Track user interactions, including clicks and engagement, to improve flows
• Personalize onboarding paths based on client needs and ensure they see value from day one
• Monitor digital adoption and identify areas for improvement with data-first insights
• Act on real-time data to address client struggles and improve retention rates faster

Pricing: Contact the team

Rating:

• G2: 4.5/5
• Capterra: 4.4/5

4. Pendo

Pendo is for teams that want onboarding to feel intuitive. With interactive in-app guides and tailored messaging, you can meet your clients where they are—right inside your product. It’s not just about teaching them how to use your software; it’s about helping them succeed with it from the start. Plus, Pendo’s analytics give you clear insights into how clients are engaging so you can tweak, refine, and make every onboarding step count.

Top Features:

• Introduces users to the app with a welcome experience that guides them through navigation using content like video footage
• Walks users through necessary setup and configuration steps, such as adding contacts or setting preferences
• Helps users complete payoff tasks by guiding them through the setup and ensuring they reach key outcomes, like checking off a task or receiving payment
• Drives product adoption by offering guidance on core features and helping users achieve early wins
• Monitors user activity, sends follow-up messages, identifies upsell opportunities, and provides ongoing support

Pricing: Contact the team

Rating:

• G2: 4.4/5
• Capterra: 4.5/5

5. Appcues

Appcues customizes onboarding for your clients, no matter their role or experience level. Your team can quickly create and deploy in-app guides, product tours, and interactive checklists without needing any technical expertise. This helps clients get up to speed faster and engage with your product on a deeper level right from the start. 

Top Features:

• No-code drag-and-drop builder for creating personalized onboarding tours, product guides, and checklists
• Interactive in-app walkthroughs with step-by-step guidance, customizable to target specific audiences
• Tooltips to highlight key actions, guide users, or announce new features
• User segmentation to deliver personalized onboarding experiences based on factors such as behavior, lifecycle stage, persona, etc.
• In-app checklists to guide users through key tasks, with real-time tracking to monitor progress
• A/B testing to optimize onboarding flows and measure user engagement 
• Two-way CRM integration with platforms such as HubSpot and Salesforce for richer user insights and segmentation

Pricing:

• Start: Starting at $250/month for 1 app, paid annually
• Grow: Starting at $1,000/month for 1 app, paid annually
• Scale: Custom

Rating:

• G2: 4.6/5
• Capterra: 4.8/5

6. Intro.js

Intro.js is a simple and lightweight tool for creating smooth, interactive onboarding experiences for your users. With just 10kB and no external dependencies, it’s easy to implement and doesn’t weigh down your product. You can fully customize every step of your onboarding tour to match your branding and guide users through key features. Plus, it’s open-source, so you have complete control over how you use it.

Top Features:

• Lightweight (10kB) and easy to implement with no external dependencies
• Fully customizable onboarding tours to match your brand and guide users 
• Open-source and free to use, with a commercial license available for advanced support and integration
• Simple API for developers to quickly build advanced, interactive product tours
• Flexible configuration options to create personalized experiences for different user needs

Pricing:

• Free plan: $0
• Starter: $9.99/lifetime
• Business: $49.99/lifetime
• Premium: $299.99/lifetime

Rating: NA

7. HubSpot Onboarding

HubSpot simplifies client onboarding by offering a full-service, customizable approach that ensures your customers are set up for success.

Whether you’re guiding clients through software setup or introducing them to your product’s capabilities, HubSpot’s intuitive platform helps you deliver a smooth, personalized onboarding journey. With its integration-focused tools and hands-on support, you can empower clients to adopt your solution more quickly.

Top Features:

• Customized onboarding plans based on your company’s unique goals and tech stack
• Expert guidance across HubSpot’s suite of tools—Marketing, Sales, Service, and CMS Hub
• Technical and strategic advice to help you grow your business
• Support tailored to the size and complexity of your organization 
• Integration assistance to connect your existing systems and streamline workflows
• Ongoing support to ensure you’re confident using HubSpot to reach your objectives

Pricing: Custom pricing, contact the team

Rating: NA

8. Trello

Trello makes onboarding easy and efficient for new customers, teams, and projects. Its customizable boards, templates, and powerful integrations allow you to create a seamless experience. The visual layout keeps everyone engaged. Plus, your client can access essential resources and tasks on the go.

Top Features:

• Invite new customers to a shared Trello board to collaborate on their onboarding journey
• Add cards to share key resources such as knowledge centers, guides, and customer service contact information
• Create onboarding tasks to ensure customers are completing key actions as they get familiar with your product
• Monitor customer progress through clear visual tracking so you can quickly spot when they might need assistance
• Use Trello’s team playbooks and templates to simplify the setup process and ensure consistency across all onboarding journeys

Pricing:

• Free: $0
• Standard: $5/user/month, billed annually
• Premium: $10/user/month, billed annually
• Enterprise: $17.5/user/month, billed annually

Rating:

• G2: 4.4/5
• Capterra: 4.5/5

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9. Onboard.io

Onboard is mindfully conceived for modern teams looking to streamline their client onboarding process. Unlike rigid templates, Onboard automatically generates personalized launch plans for each client. Moreover, granular customization saves your team valuable time and helps customers achieve faster time-to-value. 

With complete visibility for all stakeholders—your team, management, and customers—Onboard ensures everyone stays aligned and accountable. So, whether you want to meet deadlines or deliver a successful product launch, Onboard makes everything possible.

Top Features:

• Automatically generate and customize launch plans for each client
• Automate daily tasks such as setting due dates, tracking progress, and assigning roles
• Utilize Quick Actions to streamline processes—escalate issues, send customer updates, and modify launch plans, all with just a few clicks
• Provide full visibility with a shared customer portal, where clients can track their onboarding progress, see key tasks, and interact with your team
• Track each customer’s onboarding journey with 360° views, and ensure you stay informed on progress, deadlines, and who’s responsible
• Customize the onboarding experience with your company’s branding, custom domains, emails, and team member SSO access

Pricing:

• Scale: $499/month, paid annually
• Enterprise: $1199/month, paid annually
• Custom: Custom pricing

Rating:

• G2: 5/5
• Capterra: 5/5

10. CustomerSuccessBox

CustomerSuccessBox makes client onboarding effective for B2B SaaS teams. It’s built to help you get customers up and running quickly while keeping everything manageable.

Instead of wrapping your head around spreadsheets or chasing after updates, you can focus on delivering value right from the start. With tools to track product adoption, automate processes, and monitor customer health, you’re set to turn first impressions into lasting success stories.

Top Features:

• Track client progress with customer health scoring to catch roadblocks early and offer support when it matters most
• Automate onboarding workflows with playbooks 
• Use journey mapping to visualize each client’s path and stay on top of every milestone
• Spot trends and gaps with product usage tracking so you can guide clients toward relatable features
• Set up alert notifications to stay ahead of potential churn risks during onboarding
• Sync with your CRM for seamless data sharing and smoother transitions between sales and onboarding teams.
• Create custom dashboards to keep your team aligned on onboarding progress 
• Engage clients with personalized email campaigns and guide them through the onboarding journey
• Collect feedback and use NPS surveys to refine your onboarding process 
• Manage tasks by assigning, prioritizing, and tracking team responsibilities

Pricing: Starting at $999/company/month

Rating:

• G2: 4.5/5
• Capterra: 4.6/5

11. Trainual

Trainual transforms how you onboard clients and train your team. Acting as both a training hub and a client onboarding platform, it keeps everything your clients need to know, access, or complete in one central space. Talk about convenience, right?

Top Features:

• Turn your company’s processes, policies, and know-how into a centralized knowledge hub 
• Set up onboarding flows that adapt to specific roles
• Build task checklists to guide new hires step-by-step
• Track completion rates and engagement in real-time to see who’s on track and who might need extra help
• Make onboarding accessible on any device so employees can learn and complete tasks wherever they are

Pricing: Contact the team

Rating:

• G2: 4.7/5
• Capterra: 4.8/5

12. Zendesk

If you’re looking for a smarter way to onboard clients, Zendesk is here to help you create seamless experiences. Instead of struggling with pointless emails and scattered notes, Zendesk brings everything together to keep your onboarding process client-focused.

Top Features:

• Manage all client communication in one platform, turning emails into trackable tickets for streamlined follow-ups.
• Automate repetitive onboarding tasks with customizable workflows
• Give clients quick access to resources through a centralized knowledge base
• Use collaboration tools to keep your internal team aligned and clients informed at every step
• Gain insights into the onboarding journey with real-time data

Pricing: Contact the team

Rating:

• G2: 4.3/5
• Capterra: 4.4/5

13. Seismic Learning (Previously Lessonly)

If your team values continuous learning and tailored onboarding, Seismic Learning is for you. It helps new employees hit the ground running while building the skills they need to thrive. What’s more, it combines AI with personalized learning paths.

Top Features:

• Create role-specific training paths that adapt to each employee’s pace and needs.
• Add quizzes and assessments to confirm understanding before moving on to the next step.
• Offer an on-demand library of resources so new hires can revisit key information anytime.
• Leverage AI to recommend the right content based on the new hire’s role and progres.s
• Encourage collaboration with interactive modules and peer feedback options

Pricing: Contact the team

Rating:

• G2: 4.7/5
• Capterra: 4.7/5

14. Asana

With Asana, you can create a streamlined onboarding experience that’s clear, organized, and easy to follow. It’s a tool that helps you make every step—from paperwork to training to check-ins—simple for both your HR team and your new employees.

Top Features:

• Set up customized onboarding projects to keep tasks like training, paperwork, and introductions in one place
• Break down big tasks into smaller, manageable steps
• Use timelines and calendar views to give clear deadlines and track progress
• Create team-specific templates for role-specific onboarding
• Streamline communication with video recordings so new hires get clarity on key tasks without long meetings
• Keep check-ins consistent with a shared 1:1 project space for managers and new hires to track goals and action items
• Use integrations with tools such as Gmail, Zoom, and Slack to ensure onboarding stays connected to your workflows
• Enhance customer onboarding and maintain ongoing relationships to manage clients effectively

Pricing:

• Personal: $0
• Starter: $6.92/user/month, billed annually
• Advanced: $15.74/user/month, billed annually

Rating:

• G2: 4.4/5
• Capterra: 4.5/5

15. Breezy HR

Breezy HR helps you streamline every step, from sourcing candidates to onboarding new hires, all in one intuitive platform. You can find, evaluate, and onboard top talent without breaking a sweat.

Top Features:

• Post jobs across multiple platforms and track applications from a single dashboard
• Create hiring workflows that match how your team works, not the other way around
• Collaborate seamlessly with your team by sharing candidate profiles and feedback
• Attract talent from your website, referrals, and social channels
• Screen smarter with custom questionnaires and skill tests that highlight top candidates
• Keep candidates in the loop with automated emails for every step of the process
• Measure what’s working with detailed reports and insights into your hiring pipeline
• Simplify onboarding with ready-to-use templates for tasks and training
• Stay compliant with hiring laws so you can focus on building great teams 

Pricing:

• Bootstrap: $0
• Startup: $157/month
• Growth: $273/month
• Business: $439/month

Rating:

• G2: 4.4/5
• Capterra: 4.5/5

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How to Select a New Client Onboarding Software?

• Customized workflows: Look for software that lets you customize processes to match each client’s unique needs. For instance, setting up personalized welcome paths can greatly improve client engagement.
• Time-saving automation: Choose tools that handle repetitive tasks such as sending welcome emails or reminders. Automation helps your team focus on meaningful interactions instead of wasting time doing monotonous manual work.
• Integration: Ensure the software connects effortlessly with your CRM, project management tools, and payment systems. This avoids data silos from the get-go.
• User-friendliness: A straightforward interface means your team can get started quickly without comprehensive training, and clients won’t feel lost navigating the system.
• Built-in support and resources: Check for helpful resources such as tutorials, FAQs, and responsive customer service to help you move on if you get stuck during onboarding.

Why Client Onboarding Software Matters

• Stronger client relationships: Delivering a well-structured onboarding process earns trust and lays the foundation for lasting partnerships.
• Streamlined operations: Automating repetitive tasks frees up your team to focus on strategic goals, not manual busywork.
• Happier clients, better feedback: A smooth onboarding journey translates to satisfied clients who are more likely to share positive feedback and stick around.
• Effortless scalability: It allows you to handle a growing client base with ease without overburdening your team or compromising quality.
• Reliable, consistent results: Standardized workflows ensure every client gets a top-tier onboarding experience, no matter the circumstances.

Nifty: A Client Onboarding Software to Wow Clients from Day One

First impressions are everything in the client onboarding space. A tool like Nifty works wonders as a client onboarding system software. It simplifies your workflows, enables your clients to stay in the loop, and ensures your onboarding process feels personalized and professional. 

With Nifty, client onboarding becomes an upgrade as an opportunity to build trust, align expectations, and lay the groundwork for strong, organic client relationships. With intuitive, onboarding-friendly tools at their fingertips, your clients understand your product and brand more easily.

To know more, sign up now.