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ChurnZero's Customer Success platform helps businesses fight churn via data integrations, health scores, automation, NPS and much more! Learn more about ChurnZero
ChurnZero's real-time SaaS platform helps subscription businesses fight customer churn. Our platform is uniquely designed to integrate with CRM systems and tightly into an application or service. In doing so, ChurnZero helps businesses understand how their customers use their product, assesses their health and their likelihood to renew, and gives the business the means to automate and personalize the customer experience through timely and relevant touchpoints, including in-app content, Learn more about ChurnZero

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
Proactively fix projects and keep your entire portfolio in the green with Moovila, the world's most advanced work management platform. Learn more about Moovila
Moovila powers the world's most advanced projects. While other project platforms are either 1) a modified version of MS Project that launched in 1984 or 2) a glorified spreadsheet, only Moovila offers: Project scoring, an indicator of project health, progress, and likelihood of success; Risk identification that alerts you when problems arise; and AI-powered remediation to keep your projects on track. Try Moovila, winner of the 2021 SIIA CODiE for world's best project management solution. Learn more about Moovila

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
Walnut is a codeless platform that enables SaaS companies to fully customize, manage, and optimize their product demos. Learn more about Walnut.io
Walnut is a codeless platform that enables SaaS companies to fully customize, manage, and optimize their product demos. By using Walnut to create personalized and failure-free demos for their clients, sales professionals can increase their conversion rate while collecting valuable insights to improve their sales process. Grow your bottom line dramatically with powerful demos like Adobe, Medallia, Poeple.ai, NetApp, Varonis, and numerous other industry leaders. Schedule your free demo today. Learn more about Walnut.io

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
Process Street is a modern process management platform for teams.
Process Street is a modern process management platform for teams. We help teams share their core processes, then transform them into powerful no-code workflows. Start with employee onboarding to set up new hires for success, then build all sorts of workflows like employee onboarding, client onboarding, and tenant screening. Manage your team wiki and company handbook 100% free. Join Salesforce, Colliers, Drift, and 3,000+ other businesses who use Process Street today. Learn more about Process Street

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
Pipefy is a no-code process management software that empowers anyone to create and automate efficient workflows on their own.
Pipefy is a no-code workflow management software that makes business processes such as purchasing, onboarding, and recruiting hassle-free, so requesters, processors and managers are more efficient. By empowering non-technical workers to create and automate workflows without IT support, Pipefy enhances speed and delivers higher quality outcomes. Pipefy is now used in over 150 countries by companies of all sizes and leading enterprises such as Visa, IBM, Volvo, Santander and Kraft Heinz. Learn more about Pipefy

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
Gather documents, contracts, payments and required information from any clients or partners from a single secure branded portal.
Tired of using emails to collect and review your stakeholder's information, documents or contracts? Meet Clustdoc, a simple yet powerful process automation and client onboarding software. Request & process anyone's information, payments, esignatures from a secure branded portal. Key features include: A custom branded portal, workflows, eSignature, task manager, file requests & approvals, online forms, CC payments and a free client management mobile app. Learn more about Clustdoc

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
Simplify learning at work. Let’s make it easy to create, deliver, and track training. Plus get hundreds of top-rated courses included.
Travitor makes it easy to create, deliver, and track training. Plus get hundreds of top-rated courses in Compliance, Business, Safety, and Personal Development included. With built-in course authoring you can add videos, slides, documents, quizzes, and homework lessons — all instantly searchable and available, wherever you go. Learn more about Travitor

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
Userlane offers a code-free DAP solution, tailored for organizations willing to accelerate software adoption and support.
You roll out software. You drive change. You want to support your users. We help you do it faster. Userlane is the fastest and most intuitive way for enterprises to guide and support their users in any web-based software application, in real-time. Provide every user with exactly the information they need, help them be productive from day one, and gain visibility into user behavior and engagement trends. By doing so, you will ensure fast product adoption, save time & costs, and simplify your Learn more about Userlane

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
Marble flows is a no-code solution to add a personalized learning component inside your product. Connect support materials with your se
MarbleFlows is a no-code software personalisation solution. Add a custom component to any page of your product to increase adoption, engagement, and lifetime value for each unique user. MarbleFlows automates onboarding process so you can focus on the things that matter the most. Address each user personally with embedded flows in your style and branding. Learn more about Marble

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
GuideCX® is a client onboarding platform for internal and customer teams that provides a transparent implementation process.
GuideCX is a client onboarding and project management platform that makes it simple to invite, guide, and engage internal and customer teams. Task automation, transparent project views, and easy access to tasks and status updates through the portal, email, or mobile app keep your client at the center of every project. Learn more about GuideCX

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
Cloud-based customer onboarding solution that assists firms with customer segmentation, task scheduling & customized reporting.
Taskfeed has merged with Precursive, combining our excellent Customer Onboarding project management app with the leading capacity planning & resource management tool. Taskfeed is now known as Precursive OBX. Precursive OBX gives you complete visibility over information that counts most in SaaS Customer Onboarding so you can successfully manage your team, your customers, your processes & Salesforce tasks to deliver customer success. Learn more about Precursive OBX

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
TaskRay is an enterprise-class solution for onboarding customers at scale in Salesforce.
TaskRay is an enterprise-class solution for onboarding customers at scale in Salesforce. TaskRay helps businesses onboard customers faster and more efficiently. TaskRay's templating and automation functions help high tech, SaaS, Wealth Management, Manufacturing, and Franchising businesses build systems that scale - whether they have 100 customers or 10,000 customers. And, TaskRay also functions wonderfully as a full-suite project management solution. Learn more about TaskRay

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
Rocketlane is a customer onboarding software that helps teams hit project goals, shorten time to value & deliver a 5-star experience.
Trouble onboarding new customers? Rocketlane is a purpose-built customer onboarding software that helps you hit your onboarding goals, shortens time to value & delivers a 5-star experience. Bye-bye churn! Rocketlane brings project management, document collaboration, and communication together with a one-of-its-kind unified workspace that improves visibility, brings consistency in your methodology and elevates Customer Experience. Start your free trial today. Learn more about Rocketlane

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
ClientSuccess is a customer success software platform that helps SaaS companies retain and grow their customer base.
ClientSuccess is a customer success software platform that helps SaaS executives and their customer success teams retain and grow their existing customer base. ClientSuccess was awarded the SIIA CODiE Award for "Best Customer Success Management Solution" as well as being selected to the Red Herring Top 100. Learn more about ClientSuccess

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
Engage & Sale Platform that digitize business processes to ensure greater efficiency and to increase business value and earnings.
TocToc is a Web Customer Engagement, Identification & Sale platform, that helps companies increase conversions by the best interaction with online customers. A single solution to digitize business processes and to improve User Experience and Customer Satisfaction. It is useful for Sale, Support, Consulting, Video ID Recognition, ESignature & Online Contract Signing and Digital Marketing activities. Learn more about TocToc

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
SmartKarrot is an integrated Customer Success and Product Success Platform.
SmartKarrot is a modern, intelligence-driven customer success platform. We help B2B organizations to manage and grow their customer portfolios.   Customer-centric enterprises and SMBs across industries use it to grow their NRR by driving successfully: onboarding, adoption, engagement, retention, renewal, upsell, and revenue growth at scale. Learn more about SmartKarrot

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
Bites enables organizations to create and share professional content with their frontline employees' quickly and effectively
Modern, authentic and easy business communication and training Three key components of the Bites solution include: 1. Create a short "story like" video with the Bites app and make it professional with the assistance of Bites AI. 2. Share the content with your frontline employees via existing instant messaging channels (SMS, WhatsApp, MS Teams, etc.) and reach them where they are most attentive. 3. Track and monitor employees' engagements, comments, and progress. Learn more about Bites

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
Enterprise Software Adoption at Scale
Apty is a Digital Adoption Platform that helps enterprise optimize their business processes. Successful digital adoption involves both guiding people through new critical software applications and proactively pushing them to complete new processes. Only Apty combines the power of on-screen guidance with the time-saving automation of proactive process compliance. Learn more about Apty

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
Journy.io is a Customer Success Platform that helps SaaS businesses fight churn, increase ARR, retention, and expansion.
Journy.io helps SaaS businesses increase user retention, expansion revenue, and fight churn. Turn your customer data into insights and signals that align sales, success, and marketing efforts. Unlock a single customer view, see feature adoption per account, create churn & buying signals, monitor health scores, and take automated actions in the tools you already use for customers in every stage of the journey. Start for free. Turn trial or demo prospects into engaging clients. Learn more about journy.io

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
Customer onboarding software for curating customer experiences.
1Centre is client onboarding software for curating customer experiences focusing on trade for SME customers. Learn more about 1Centre

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
Document management platform designed to help businesses capture, organize. store and search for documents.
Document management platform designed to help businesses capture, organize. store and search for documents. Learn more about PAPEROFF

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
CogniSaas is a customer onboarding platform.
Client onboarding platform that helps businesses collaborate with teams and maintain a database of client information. Learn more about CogniSaaS

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
Canada Local product
WillowSpace

WillowSpace

(0) Canada Local product
Cloud-based solution that enables businesses to design custom forms, onboard clients, create proposals, and more.
Give your clients something to rave about. The all-in-one platform to manage your clients simply, seamlessly & beautifully. WillowSpace is a cloud-based solution that enables businesses to design custom forms, onboard clients, create proposals, and more. Learn more about WillowSpace

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
Business Network Platform providing better collaboration and lead management for independent workers.
a Business Network Platform providing better collaboration and lead management for independent workers. The platform combines a client management tool with an integrated network to help Entrepreneurs, Freelancers, Independent Contractors, and Small Business Owners manage their gigs, automate their work, share skills, and earn more, all in one place. Learn more about Feedcoyote

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software
Canada Local product
Mako Fintech

Mako Fintech

(0) Canada Local product
Wealth Management Technology That Automates Manual Administration
Mako is a wealth management software that provides client engagement automation, digital workflow and onboarding, and more. Learn more about Mako Fintech

Features

  • Activity Dashboard
  • Activity Tracking
  • Chat/Messaging
  • Client Management
  • Onboarding Software