Best Client Onboarding Apps for Android and iPhone

Revinova is a powerful learning management system (LMS) designed to facilitate educational institutions and organizations in delivering engaging and effective learning experiences. The platform supports a wide range of learning modalities, including online courses, blended learning, and classroom training. With an intuitive interface, Revinova allows educators to create and manage course content, ... Read more about Revinova

Travitor is a versatile learning management system (LMS) geared towards enhancing corporate training and development. It boasts a user-friendly interface that simplifies the creation, delivery, and tracking of online courses. Key features include a wide range of customizable course templates, interactive video learning, and an integrated quiz builder, catering to diverse training needs. Travitor's... Read more about Travitor

Moovila is a powerful project management software designed to enhance collaboration and streamline workflows for teams across various industries. This platform offers a comprehensive suite of tools for task management, scheduling, and resource allocation, making it easier for users to oversee complex projects. With Moovila’s intuitive interface, teams can create detailed project plans, assign ta... Read more about Moovila

Clustdoc is an advanced Business Process Management (BPM) software designed to streamline and optimize organizational workflows. It offers a comprehensive platform for designing, automating, and monitoring business processes, ensuring that operations are efficient, consistent, and scalable. With Clustdoc, businesses can map out their processes using intuitive drag-and-drop tools, set up automated ... Read more about Clustdoc

ScreenSpace is a dynamic sales enablement software that helps organizations improve their sales processes and increase revenue by providing sales teams with the tools they need to succeed. The platform centralizes all sales content, training materials, and performance analytics, making it easy for sales reps to find and use the right resources at the right time. ScreenSpace enables seamless collab... Read more about ScreenSpace

Followup CRM is a user-friendly software designed to streamline customer relationship management for the construction industry. It empowers teams to organize and track interactions with clients, ensuring efficient follow-ups and improved communication. With its intuitive interface, users can easily manage leads, set reminders, and schedule appointments. The software's automation features simplify ... Read more about Followup CRM

Bites is an innovative Learning Management System (LMS) designed to enhance the learning and development experience for both organizations and their employees. With its intuitive user interface and powerful features, Bites helps businesses manage and deliver training programs, track employee progress, and assess learning outcomes in a centralized platform. Bites supports a variety of learning meth... Read more about Bites

Pipefy is a versatile business process management software designed to streamline workflows and optimize efficiency. Serving as an intuitive process management tool, Pipefy empowers users to create, automate, and monitor workflows seamlessly. It offers a range of features, including customizable process templates, automation rules, and dynamic forms for tailored solutions. With a user-friendly int... Read more about Pipefy

Jobvite is a powerful applicant tracking system (ATS) designed to streamline the hiring process. It simplifies recruitment by offering tools for job posting, candidate management, and collaborative hiring. With Jobvite, you can create a branded career site to attract top talent. The platform's social recruiting features enable you to leverage social media for sourcing candidates. It provides real-... Read more about Jobvite

Process Street is a user-friendly business process management (BPM) platform designed to streamline workflows and enhance efficiency. It serves as a digital checklist and workflow automation tool. Users can create and manage process documents with ease, ensuring standardized procedures. Notable features include customizable templates, dynamic due dates, and task assignments for team collaboration.... Read more about Process Street

ShareFile, developed by Citrix, is a powerful file-sharing and collaboration tool designed for businesses of all sizes. Its key strength lies in its ability to securely share large files and sensitive documents with ease. ShareFile supports cloud-based storage, ensuring accessibility from anywhere and enhancing remote work capabilities. The software offers robust security features, including encry... Read more about ShareFile

Plaid is a cutting-edge financial technology software that acts as a bridge between applications and users' bank accounts, revolutionizing the way financial data is accessed and utilized. Its primary feature is the seamless and secure integration it offers, allowing apps to connect with users’ bank accounts for various purposes like personal finance management, lending, and payments. Plaid stand... Read more about Plaid

ClearCompany, an innovative talent management platform, revolutionizes the HR landscape by offering an all-encompassing solution. With a user-friendly design, ClearCompany simplifies recruitment, onboarding, performance management, and workforce planning. The platform's Applicant Tracking System (ATS) streamlines hiring processes, ensuring a smooth candidate experience. ClearCompany's onboarding m... Read more about ClearCompany

HoneyBook is a client management software primarily designed for creative professionals and small businesses. It centralizes various business processes, including project tracking, client communication, and financial management. The platform offers tools for creating and sending custom-branded proposals, contracts, and invoices, simplifying the client onboarding process. HoneyBook also facilitates... Read more about HoneyBook

Bizagi is one of the leading business process management (BPM) solutions. It stands as a pivotal tool for organizations aiming to optimize their processes intelligently. This platform offers a user-friendly environment to model, automate, and improve workflows seamlessly. With Bizagi, even non-technical users can design and implement sophisticated business processes efficiently. Its intuitive inte... Read more about Bizagi

Skilljar is an advanced customer education learning management system (LMS) designed to empower organizations to create, manage, and deliver training programs for their customers effectively. This platform provides comprehensive tools for developing engaging course content, tracking learner progress, and assessing knowledge retention seamlessly. Users can easily design interactive learning experie... Read more about Skilljar Customer Education

The Intellum Platform is a powerful mobile learning software that allows organizations to deliver and track educational content for employees, customers, and partners. It supports the creation of personalized learning paths, quizzes, and interactive content, making training engaging and effective. Designed for accessibility, Intellum’s mobile-friendly platform ensures that users can learn anytim... Read more about Intellum Platform

WorkRamp is an innovative learning and development platform, specifically developed to empower corporate training. It stands out for its versatility, catering to both small businesses and large enterprises. A key feature is its customizable learning paths, which allow organizations to tailor training to specific roles and goals, enhancing employee engagement and productivity. The platform's user-f... Read more about WorkRamp

Time To Pet is a specialized kennel software designed to streamline the operations of pet boarding facilities, kennels, and pet care businesses. It offers a comprehensive suite of tools for managing reservations, pet profiles, billing, and staff scheduling. Time To Pet’s intuitive interface allows kennel operators to track pet stays, monitor health and dietary requirements, and communicate with ... Read more about Time To Pet

Rocketlane is a distinctive project management and customer onboarding software developed to streamline and enhance client projects. It stands out for its unique focus on client collaboration, providing a shared space where teams and clients can work together seamlessly. Key features include customizable project templates, which save time and promote consistency, and real-time progress tracking, e... Read more about Rocketlane

GUIDEcx is a client onboarding and project management software expertly crafted to enhance customer experience and streamline project implementation. Its standout feature is the transparent project tracking, allowing clients to view progress in real-time, fostering trust and clear communication. GUIDEcx facilitates efficient task management, with automated task assignments and reminders ensuring t... Read more about GUIDEcx

ZingHR is a cloud-based Human Resource Management Software designed to streamline HR processes for businesses of various sizes. It's packed with features like talent acquisition, time and attendance tracking, payroll management, performance management, and learning management systems. ZingHR stands out with its AI-powered analytics, offering insightful data to drive business decisions. The softwar... Read more about ZingHR