---
description: Discover and compare Client Onboarding Software Applications & Tools for Windows. Capterra is a free interactive tool that lets you quickly narrow down your software selection, contact multiple vendors, and compare platforms for your business.
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title: Client Onboarding Software for Windows - Price comparison & Reviews - Capterra UK 2026
---

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# Client Onboarding Software

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> Client Onboarding Software (also known as Customer Onboarding Software) brings clients through the process of learning and implementing a recently purchased product or service.

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## Products

1. [LaunchBay](https://www.capterra.co.uk/software/1064920/motion-io) — 4.8/5 (49 reviews) — The client experience platform for B2B teams. Branded portals, workflow automation, and real-time visibility — all in one place.
2. [Microcasting](https://www.capterra.co.uk/software/1045979/microcasting) — 4.8/5 (4 reviews) — AI-powered Customer Experience Platform that streamlines client onboarding, speeds adoption, \& builds stronger customer relationships.
3. [HoneyBook](https://www.capterra.co.uk/software/162588/honeybook) — 4.7/5 (678 reviews) — HoneyBook is a client management software that helps small businesses handle proposals, contracts, invoices, payments, and projects.
4. [Progress ShareFile](https://www.capterra.co.uk/software/1046517/sharefile) — 4.5/5 (439 reviews) — The secure file sharing and storage solution built for business. Featuring state-of-the-art, compliance-supporting security.
5. [Pipefy](https://www.capterra.co.uk/software/144848/pipefy) — 4.6/5 (319 reviews) — Pipefy is an AI-powered platform that saves IT effort and lets business teams create and manage their own workflows.
6. [FollowUp CRM](https://www.capterra.co.uk/software/137381/followup-power) — 4.5/5 (228 reviews) — CRM for construction businesses with $5M-$100M annual revenue. Followup CRM measures, records, and streamlines the sales process.
7. [Bizagi](https://www.capterra.co.uk/software/127621/bpm-suite) — 4.4/5 (142 reviews) — Modern Apps Powered by Process Modernize operations with process automation, low-code apps and AI
8. [Digemy](https://www.capterra.co.uk/software/1043077/digemy) — 4.9/5 (64 reviews) — Gamified, reinforced microlearning for happy, high-performance teams, operational optimisation and measurable ROI.
9. [Clustdoc](https://www.capterra.co.uk/software/179079/clust) — 4.7/5 (61 reviews) — Use Clustdoc to create an easy-to-use client onboarding workflow in a secure and user-friendly interface.
10. [Userlane](https://www.capterra.co.uk/software/157465/userlane) — 4.5/5 (47 reviews) — Userlane speeds up client onboarding with in-app guidance, AI support, and analytics for fast, smooth, and scalable software adoption.
11. [Eurekos](https://www.capterra.co.uk/software/170600/eurekos) — 4.8/5 (43 reviews) — The Eurekos LMS makes it easy to deliver product training that retains more customers and transforms partners into advocates.
12. [Skilljar Customer Education](https://www.capterra.co.uk/software/136412/skilljar) — 4.6/5 (35 reviews) — Skilljar's external LMS enables businesses to deliver personalized learning programs and connect learning to revenue.
13. [Scribe](https://www.capterra.co.uk/software/1030545/scribe) — 4.8/5 (35 reviews) — Scribe’s Workflow AI platform helps organizations work smarter and faster by documenting, scaling, and optimizing how work gets done.
14. [Moxo](https://www.capterra.co.uk/software/133812/moxo) — 4.0/5 (24 reviews) — Moxo simplifies client onboarding with secure workflows for document collection, approvals, and real-time collaboration.
15. [Bites](https://www.capterra.co.uk/software/1023371/bites) — 4.9/5 (22 reviews) — LMS solution that helps businesses create custom content to engage, train, and upskill employees and assess learning through quizzes.
16. [TaskRay](https://www.capterra.co.uk/software/149604/taskray) — 4.3/5 (20 reviews) — TaskRay is an enterprise-class solution for onboarding customers at scale in Salesforce.
17. [BrainStorm](https://www.capterra.co.uk/software/205039/brainstorm-quickhelp) — 4.5/5 (17 reviews) — Send adoption soaring with the winning platform for employee software training and customer education.
18. [Adamo Digital Platform](https://www.capterra.co.uk/software/1036521/adamo-digital-platform) — 4.7/5 (16 reviews) — Complete digital solution with fully automated work-flows for sustainable paperless business management.
19. [Kompassify](https://www.capterra.co.uk/software/1022570/kompassify) — 4.7/5 (15 reviews) — Build fully personalized user onboarding experiences without writing a single line of code.
20. [Revinova](https://www.capterra.co.uk/software/136485/revinova) — 4.6/5 (14 reviews) — Revinova is an Agentic AI Orchestration and Enablement Platform that empowers businesses to build intelligent AI agents
21. [TocToc](https://www.capterra.co.uk/software/149230/toctoc) — 4.8/5 (14 reviews) — Identity Proofing, Onboarding \& Engage platform that digitize business processes to ensure greater efficiency and to increase earnings.
22. [Apty](https://www.capterra.co.uk/software/181714/apty) — 5.0/5 (10 reviews) — Enterprise Software Adoption at Scale
23. [ProteusEngage](https://www.capterra.co.uk/software/204616/proteusengage) — 4.5/5 (6 reviews) — Centralized, secure digital workspaces with proven intelligent processes and two-way collaboration for internal and external teams.
24. [ScreenSpace](https://www.capterra.co.uk/software/1041697/screenspace) — 5.0/5 (6 reviews) — Deliver the simplicity, flexibility \& WOW factor needed to engage your customers, accelerate activation, \& drive adoption.
25. [valid8Me](https://www.capterra.co.uk/software/1041925/valid8me) — 4.5/5 (4 reviews) — valid8Me is a digital identity \& client onboarding due diligence platform.

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## Related Categories

- [Workflow Management Software](https://www.capterra.co.uk/directory/30091/workflow-management/software)
- [Customer Success Software](https://www.capterra.co.uk/directory/30961/customer-success/software)
- [Onboarding Software](https://www.capterra.co.uk/directory/30819/onboarding/software)
- [Project Management Software](https://www.capterra.co.uk/directory/30002/project-management/software)
- [Customer Training Software](https://www.capterra.co.uk/directory/33555/customer-training/software)

## Links

- [View on Capterra](https://www.capterra.co.uk/directory/33476/client-onboarding/software)
- [All Categories](https://www.capterra.co.uk/directory)

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BrainStorm is built to automate training that gets people to change the way they work.  \n\nExpand feature use – Help more users move beyond the basic features and integrate their tools into their daily work.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ac68d88a-db74-455d-863d-539cbdb35df4.png","url":"https://www.capterra.co.uk/software/205039/brainstorm-quickhelp","@type":"ListItem"},{"name":"Adamo Digital Platform","position":18,"description":"Complete digital solution with fully automated work-flows for sustainable, paperless business operation. Empowers collaboration in all aspects of business. Fully customizable modules in client, project and document management, finance, invoicing and controlling functions. Equipped with unique and innovative features such as e-contracting, e-signature, remote identification (KYC, AML), digital onboarding and customer portal. Integrated with Mailchimp, Outlook, IdenTT, Opten and accounting apps.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d6875e73-db26-4ccc-90b1-384def9d7e09.png","url":"https://www.capterra.co.uk/software/1036521/adamo-digital-platform","@type":"ListItem"},{"name":"Kompassify","position":19,"description":"Build fully personalized user onboarding experiences without writing a single line of code. Kompassify is a digital adoption platform with features including tailored multi-choice onboarding to increase activation rate with real-time insights. An onboarding progress bar and checklist allows for greater user engagement and simplification of task management. Kompassify also provides announcement widgets to update users on newly released features through onboarding and written feedback. Kompassify additionally allows for in-app product tours to help users best understand the product.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/79571215-2c17-4cf0-8932-970966382370.png","url":"https://www.capterra.co.uk/software/1022570/kompassify","@type":"ListItem"},{"name":"Revinova","position":20,"description":"Revinova is an Agentic AI Orchestration and Enablement Platform designed to transform how businesses educate, engage, and convert customers, partners, and prospects.\nWe combine the power of intelligent AI agents with a robust persona-based learning system to drive Knowledge-Led Growth™ at scale.\nOrchestration Layer:\nEasily build, deploy, and govern AI agents purpose-built for sales, support, onboarding, or marketing enablement — all from a unified interface.\n\nEnablement Layer:\nCreate and deliver personalized learning experiences, track content engagement, and empower Customer Success, Marketing, and Channel Partner teams to reduce churn, accelerate onboarding, and boost conversion.\nWith seamless integrations, enterprise-grade security, and actionable analytics, Revinova enables you to orchestrate intelligent workflows and scale your education-led initiatives with confidence.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3f528d80-5e86-4dcc-8234-1e21af7e32b2.jpeg","url":"https://www.capterra.co.uk/software/136485/revinova","@type":"ListItem"},{"name":"TocToc","position":21,"description":"TocToc is a web based platform that provides business process digitization solutions. \nA multi-service platform that offer Customer Engagement, Identification & Sale services, that helps companies increase conversions by the best interaction with online customers.\n\nIt is useful for Sale, Support, Counseling, Video ID Recognition, ESignature & Online Contract Signing and Digital Marketing activities.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/7b45e0aa-7fd0-47a1-93c3-8b7690da1068.png","url":"https://www.capterra.co.uk/software/149230/toctoc","@type":"ListItem"},{"name":"Apty","position":22,"description":"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.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/35221918-263d-4bd1-aa9e-90e83b3562dc.png","url":"https://www.capterra.co.uk/software/181714/apty","@type":"ListItem"},{"name":"ProteusEngage","position":23,"description":"ProteusEngage - Designed for Complex B2B Journeys\n\nProteusEngage helps B2B companies simplify complex, high-stakes customer journeys by uniting sales, onboarding, and customer success in one powerful workspace. With automated playbooks, real-time engagement tracking, and seamless collaboration, teams close deals faster, onboard clients with confidence, and drive long-term growth. It’s the platform built for clarity, alignment, and repeatable success.\n\nTeams using ProteusEngage report 40% faster onboarding, 25% shorter deal cycles, and a 30% boost in customer retention. With centralized workspaces, automated workflows, and real-time engagement insights, ProteusEngage turns complex B2B journeys into predictable, scalable growth—helping companies win and retain more business with less friction.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/396fa785-623b-467d-b90e-08c8a0885d91.png","url":"https://www.capterra.co.uk/software/204616/proteusengage","@type":"ListItem"},{"name":"ScreenSpace","position":24,"description":"Customer success teams rely on ScreenSpace’s Immersive Product Stories to eliminate high-touch interactions by driving activation, adoption, and retention through personalized self-guided tours.\n\nWith a drag & drop, ScreenSpace transforms your existing content – demos • videos • screenshots • guides • decks – into a comprehensive, self-guided web experience that delivers a contextual learning experience that adapts to each customer.\n\nAll while gaining insights on customer usage & pain points.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/46eae089-a7e9-41d6-a247-3a1a95e87d2e.png","url":"https://www.capterra.co.uk/software/1041697/screenspace","@type":"ListItem"},{"name":"valid8Me","position":25,"description":"valid8Me is an AML compliance & client onboarding due diligence platform. \n\nvald8Me simplifies and enhances how regulated businesses comply with AML obligations whilst offering their clients a more secure and convenient experience.\n\nThe benefits of using valid8Me are:\n• a reduction in onboarding times by up to 90%\n• lower AML costs by up to 50%\n• report on AML/KYC compliance in 5 clicks","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/211847ce-8a97-4ac4-9c6f-d7cd28692d55.jpeg","url":"https://www.capterra.co.uk/software/1041925/valid8me","@type":"ListItem"}],"numberOfItems":25}
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