---
description: Compare the best Client Onboarding Software in the UK. Capterra offers the most comprehensive reviews from verified users, prices, and a complete description of all relevant features. Use our filters to find the best rated software for your business needs.
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title: Client Onboarding Software - Price Comparison & Reviews - Capterra UK 2026
---

Breadcrumb: [Home](/) > [Client Onboarding Software](https://www.capterra.co.uk/directory/33476/client-onboarding/software)

# 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. [Customerscore.io](https://www.capterra.co.uk/software/1072389/Customerscore-io) — 4.8/5 (17 reviews) — Onboarding rooms inside an AI Customer Success platform, so one tool covers onboarding, health scores, churn, and renewals.
2. [Rocketlane](https://www.capterra.co.uk/software/1015299/rocketlane) — 4.7/5 (127 reviews) — Rocketlane is a client onboarding software that helps teams hit project goals, shorten time to value, and deliver a 5-star experience.
3. [ChurnZero](https://www.capterra.co.uk/software/157980/churnzero) — 4.7/5 (130 reviews) — ChurnZero is the platform and partner for customer growth.
4. [Bigin by Zoho CRM](https://www.capterra.co.uk/software/204998/bigin-by-zoho-crm) — 4.7/5 (742 reviews) — Bigin is an affordable, user-friendly CRM that helps you give your clients a successful and hassle-free onboarding experience\!
5. [HoneyBook](https://www.capterra.co.uk/software/162588/honeybook) — 4.7/5 (686 reviews) — HoneyBook is a client management software that helps small businesses handle proposals, contracts, invoices, payments, and projects.
6. [Process Street](https://www.capterra.co.uk/software/135004/process-street) — 4.7/5 (652 reviews) — Process Street is a Client Onboarding platform that uses AI to automate tasks, enforce steps, and deliver a consistent experience.
7. [Progress ShareFile](https://www.capterra.co.uk/software/1046517/sharefile) — 4.4/5 (441 reviews) — The secure file sharing and storage solution built for business. Featuring state-of-the-art, compliance-supporting security.
8. [Pipefy](https://www.capterra.co.uk/software/144848/pipefy) — 4.6/5 (323 reviews) — Pipefy is an AI-powered platform that saves IT effort and lets business teams create and manage their own workflows.
9. [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.
10. [LearnWorlds](https://www.capterra.co.uk/software/143513/learnworlds) — 4.7/5 (194 reviews) — LearnWorlds is an all-in-one learning management system that helps organizations create, deliver, and sell online learning, with built-
11. [Fusebase](https://www.capterra.co.uk/software/147496/nimbus-note) — 4.7/5 (176 reviews) — AI-powered onboarding workspaces to automate client setup, guide users, and deliver a seamless, branded experience every time.
12. [ClientPoint](https://www.capterra.co.uk/software/120209/clientpoint) — 4.6/5 (167 reviews) — Top client relationship, onboarding, and e-sign platform provides collaborative workspaces for prospects, customers \& partners.
13. [Bizagi](https://www.capterra.co.uk/software/127621/bpm-suite) — 4.4/5 (142 reviews) — Business Orchestration for AI Impact Orchestrate operations to gain end-to-end visibility and productivity across the organization.
14. [Plaid](https://www.capterra.co.uk/software/174384/plaid) — 4.4/5 (105 reviews) — With Plaid, customers can connect their checking or savings accounts in as little as 7 seconds, boosting conversion and engagement.
15. [Content Snare](https://www.capterra.co.uk/software/167019/content-snare) — 4.9/5 (100 reviews) — The smart way to collect information \& documents from clients
16. [Clientary](https://www.capterra.co.uk/software/1036462/clientary) — 4.7/5 (100 reviews) — Clientary is a full-suite app for your team to manage projects proposals and more.
17. [Learn:Up](https://www.capterra.co.uk/software/149885/workramp) — 4.5/5 (81 reviews) — The LMS that keeps up with how fast you’re growing – get people productive faster with AI-powered learning.
18. [Digemy](https://www.capterra.co.uk/software/1043077/digemy) — 4.9/5 (65 reviews) — Gamified, reinforced microlearning for happy, high-performance teams, operational optimisation and measurable ROI.
19. [GUIDEcx](https://www.capterra.co.uk/software/175189/guidecx) — 4.7/5 (64 reviews) — GUIDEcx is a client onboarding platform for internal and external teams designed to shorten time to value and decrease churn.
20. [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.
21. [Travitor](https://www.capterra.co.uk/software/130939/travitor-pro) — 4.5/5 (55 reviews) — Start a Free Plan today – Drive better results with pre-built learning paths for onboarding, compliance, and workforce development.
22. [Eurekos](https://www.capterra.co.uk/software/170600/eurekos) — 4.7/5 (51 reviews) — Eurekos Client Onboarding makes it easy to deliver product training that retains more customers and transforms partners into advocates.
23. [MeltingSpot](https://www.capterra.co.uk/software/218854/meltingspot) — 4.6/5 (49 reviews) — With MeltingSpot, simplify your customer onboarding with in-app training, offering a personalized and seamless learning experience.
24. [LaunchBay](https://www.capterra.co.uk/software/1064920/motion-io) — 4.8/5 (49 reviews) — Customer onboarding and implementation software for B2B teams. Run every onboarding \& implementation in one place, with full visibility
25. [Fieldguide](https://www.capterra.co.uk/software/215105/fieldguide) — 4.7/5 (42 reviews) — Fieldguide’s AI-powered platform automates engagements, delivers insights, \& elevates client experience—so your firm can drive impact.

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## Related Categories

- [Workflow Management Software](https://www.capterra.co.uk/directory/30091/workflow-management/software)
- [Learning Management Systems (LMS)](https://www.capterra.co.uk/directory/30020/learning-management-system/software)
- [Customer Success Software](https://www.capterra.co.uk/directory/30961/customer-success/software)
- [Customer Engagement Software](https://www.capterra.co.uk/directory/30906/customer-engagement/software)
- [Digital Adoption Platforms](https://www.capterra.co.uk/directory/31638/digital-adoption-platform/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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You can reject specific items inline (asking for a corrected file or clarified answer) without sending a single email.\n\nUsed by 1,900+ firms across 103 countries. ISO 27001 certified for security-conscious teams handling sensitive client data.\n\nIntegrates with Xero, Zapier, Make, and major cloud storage (Google Drive, Dropbox, OneDrive, SharePoint).","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d2db8de6-523c-4430-869a-33febb43ff22.jpeg","url":"https://www.capterra.co.uk/software/167019/content-snare","@type":"ListItem"},{"name":"Clientary","position":16,"description":"Clientary is a full-suite app for your team to manage projects, hours, proposals, leads, invoices, payments, staff, and clients. \n\nStop wrestling with one-off doc files, templates, and disconnected apps. Clientary helps you streamline client lifecycles from proposals and estimates, to time tracking, invoices and payments so you and your team have everything you need in one place. \n\nClientary also includes a branded client portal to help you look professional to clients and prospects","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/639467d9-2563-4279-b44d-53ee1f9a4168.png","url":"https://www.capterra.co.uk/software/1036462/clientary","@type":"ListItem"},{"name":"Learn:Up","position":17,"description":"Learn:Up, part of Confirm, is an AI-powered learning platform that brings employee development, revenue enablement, and customer education together. Create learning faster, coach teams with AI conversation simulations, build branded academies, and connect learning to the tools people already use. From onboarding employees to enabling customers and partners, Learn:Up helps growing organizations turn knowledge into capability – and capability into results.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/4d811f12-fad3-44af-b70f-16ec265dd109.png","url":"https://www.capterra.co.uk/software/149885/workramp","@type":"ListItem"},{"name":"Digemy","position":18,"description":"Digemy’s neuroscience-powered microlearning platform is trusted by leading organisations across sectors. We support over 1 million learners globally with personalised, mobile-first learning for measurable business impact, reflected in an NPS of 97/100.\n\nWe can’t apply what we can’t remember. Training fails because learners forget up to 80% within 24 hours. Digemy is built for knowledge retention. Using microlearning, gamification, and personalised reinforcement, the platform closes individual knowledge gaps over time, so information is remembered and applied.\n\nBuilt for scale with intuitive content creation tools, real-time analytics, and seamless delivery on any device, Digemy builds transformative learning cultures - turning training into a strategic growth driver.\n\nWhether for onboarding, compliance, customer service and sales, or systems training, Digemy’s mobile-first platform reduces employee turnover, accelerates ramp times, increases operational efficiency and maximises ROI.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/81ef5be7-128f-4528-8f5e-5f4a2ce515a0.png","url":"https://www.capterra.co.uk/software/1043077/digemy","@type":"ListItem"},{"name":"GUIDEcx","position":19,"description":"GUIDEcx is a client onboarding solution designed to shorten time to initial value, reduce customer churn, and increase team capacity. Automated project and task management, dynamic forecasting, built-in communication tools, resource management, time tracking, and more keep internal and external customer teams on track, accountable, and engaged!","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e684d417-5542-4da8-9cd4-a9a73b89aefc.jpeg","url":"https://www.capterra.co.uk/software/175189/guidecx","@type":"ListItem"},{"name":"Clustdoc","position":20,"description":"Clustdoc client onboarding and verification software helps you centralize, simplify and secure any document-heavy routine process that needs to be executed repeatedly with clients and partners. \n\nThanks to our all-in-one onboarding automation platform, you can automate the process of collecting documents, information and signed contracts from your customers and speed up the closing of your deals. \n\nSmall business owners and Corporate teams.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a16fa27b-2ea3-49dc-9ee9-8106a856bcaa.png","url":"https://www.capterra.co.uk/software/179079/clust","@type":"ListItem"},{"name":"Travitor","position":21,"description":"Start a Free Plan and unlock a new level of productivity with pre-built employee learning paths designed to support onboarding, compliance, and workforce development—helping drive up to 17% higher productivity, 21% greater profitability, and 50% lower turnover.\n\nTravitor includes hundreds of compliance-ready courses in Harassment Prevention, OSHA Safety, Cybersecurity, and HIPAA, along with professional development courses covering Sales, Customer Service, Project Management, and Leadership.\n\nThe platform also includes tools to build courses using videos, PowerPoint presentations, documents, quizzes, and learning paths. Managers can assign training, monitor progress, and generate reports to track completion across the organization.\n\nThe system integrates with HR platforms such as BambooHR, Paylocity, ADP, and Gusto, helping organizations manage employee training alongside their HR systems.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c070ef53-af76-4adc-bf51-d62781d5566a.png","url":"https://www.capterra.co.uk/software/130939/travitor-pro","@type":"ListItem"},{"name":"Eurekos","position":22,"description":"Eurekos is the External Training LMS Built for Client Onboarding for customers & partners.\n\nEurekos is an international learning management system (LMS) provider founded with a mission to simplify and scale external training for global organizations. \n\nDesigned specifically for customers, partners, distributors, and extended enterprise learners, Eurekos helps organizations of all sizes to deliver impactful, branded training experiences that drive product adoption, loyalty, and revenue.\n\nEurekos offers a robust suite of tools designed for external training and global delivery. It provides unlimited branded portals, native e-commerce, advanced certification and compliance, flexible hierarchies, integrated authoring, rapid content delivery, mobile and offline learning, 195+ languages with AI localization, and deep integrations with core systems.\n\nEurekos maintains full ISO/IEC 27001 + 27701 certifications and is fully GDPR compliant, ensuring world-class security and data protection.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ae1013d1-056b-4c2f-9751-7c74d6d042c9.png","url":"https://www.capterra.co.uk/software/170600/eurekos","@type":"ListItem"},{"name":"MeltingSpot","position":23,"description":"MeltingSpot is designed to transform customer onboarding into a smooth, interactive, and personalized experience. \n\nOur approach stands out by embedding training directly into the product, providing in-app learning without friction. Through dynamic learning paths tailored to each user's needs and context, we ensure that your customers learn in real-time, without leaving the product. \n\nOur platform helps reduce time-to-value and ensures that every user reaches their \"aha moment\" quickly, which strengthens retention and optimizes adoption. \n\nFor both large enterprises and SaaS companies, MeltingSpot offers a digital, scalable onboarding experience that reduces reliance on in-person training and customer support.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/6b4e2dc5-50c1-44b6-b31d-bf2f1f42c996.png","url":"https://www.capterra.co.uk/software/218854/meltingspot","@type":"ListItem"},{"name":"LaunchBay","position":24,"description":"LaunchBay is the customer onboarding and implementation platform for B2B software companies, agencies, and service providers who want to get every new customer live faster, without hiring more staff or piling work onto their team.\n\nLaunchBay brings the whole onboarding process into one place: structured forms and document collection, tasks and approvals, dynamic workflows, meetings, and a shared message center with private internal notes. Reusable templates standardize how you onboard, and automated reminders replace the manual follow-up, so nothing sits waiting in someone's inbox.\n\nOps and implementation leaders get real-time visibility across every active onboarding: project health scores, live status, and exactly what is holding each launch up, down to the task and who owns it. At-risk and stalled onboardings are flagged automatically, so you can step in before a launch slips.\n\nEvery customer gets a secure, branded portal reached through a single magic link, no logins or passwords.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d82dfdf6-5777-4bb9-8d0c-66d1b4601392.png","url":"https://www.capterra.co.uk/software/1064920/motion-io","@type":"ListItem"},{"name":"Fieldguide","position":25,"description":"Advisory and audit firms are facing stretched staff, rising client demands, and shrinking margins—keeping up isn’t enough, staying ahead is key. Fieldguide automates engagements, delivers real-time insights, and transforms client interactions—freeing your team to focus on growth.\n\nImagine reducing 40 hours of reporting to 40 seconds or gaining 35% more time for strategy, clients, and innovation. With AI-powered workflows, one-click reporting, and seamless collaboration, Fieldguide streamlines every phase of your engagements.\n\nGain total visibility into your firm’s work, spot risks before they happen, and make smarter, data-driven decisions. With intuitive client collaboration and automated workflows, firms accelerate engagements by 28% while boosting client satisfaction.\n\nFieldguide helps firms work smarter, scale faster, and stay ahead. Reclaim your time for growth and success.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9557b89c-83be-4710-8f92-8eef710ad4ec.png","url":"https://www.capterra.co.uk/software/215105/fieldguide","@type":"ListItem"}],"numberOfItems":25}
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