Top Along Alternatives
SmartTask
smarttask.io
SmartTask is the best online collaboration tool to manage your team's progress. Simple yet Powerful enough to handle all business operations. Track tasks, projects, customer interactions and stay connected with team's progress
Moxo
moxo.com
Streamline external projects with customers, vendors, and partners. With Moxo, accelerate workflows from account acquisition, to onboarding, and servicing. Coordinate with customers, vendors, and partners to achieve joint deliverables, track milestones, exchange documents, gather approvals and more. Moxo powers project workspaces across a diverse set of industries including financial services, consulting, legal, accounting, healthcare, and more. Our customers include companies like Citibank, FIS, Balfour Homes, AMCK Models, Hibernia College, BNP Paribas, and more. Our team has a rich history of pioneering in the engagement space: Moxo's co-founder and CEO, Subrah Iyar, was the co-founder and CEO of Webex, and Moxo's co-founder and CTO, Stanley Huang, held senior engineering management positions at Cisco Systems and WebEx.
Dock
dock.us
Dock is the revenue enablement platform that customers love. What you get with Dock: Buyer & Customer Workspaces Sales Content Library Order Forms w/ e-Signature Security Profiles w/ NDA Dock makes it easy to set up digital sales rooms, onboarding plans, client portals and project hubs. Learn more at dock.us
Process Street
process.st
Process Street is the world's first Process Management Platform powered by AI. We help teams share their core processes, and 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 customer implementation, content approvals, and tenant screening. Manage your team wiki and company handbook 100% free. Join Salesforce, Colliers, Drift, and 3,000+ others who use Process Street today.
Planhat
planhat.com
Planhat is a customer platform built to give insights, manage workflow and drive customer experience. Planhat is helping hundreds of modern technology companies worldwide center their business around their customers in order to maximize customer success and customer lifetime value. Built for everyone from the CSM to the C-Suite, the platform allows you to unify your customer data, to set goals and ideal outcomes, and to enhance the customer journey with features like playbooks, automation and collaboration. The company was founded in Stockholm, Sweden in 2014 and has a team of 100+ people across Europe, North America, South America, and APAC. Read more at www.planhat.com.
Vitally
vitally.io
Vitally helps Customer Success teams of every size deliver world-class customer experiences, meet unexpected challenges, operate more efficiently, and grow their business's bottom line. Unify all your customer-facing data -- across your tech stack -- with bi-directional, real-time integrations. Easily analyze account and user status, including Health Scores for every customer segment and lifecycle. Standardize Customer Success process with project management tailor-made for CS. Scale operations with automated Notifications and Playbooks. Surface Customer Success wins with beautiful, actionable Reports and Dashboards. The fastest-growing B2B SaaS companies use Vitally to proactively address churn risks and expansion opportunities in real-time. Schedule a demo today to see for yourself why more industry leaders are switching to Vitally.
Rocketlane
rocketlane.com
Rocketlane is a purpose-built platform for customer onboarding, implementation, and Professional Services Automation. Modern businesses like Clari, Mixmax, GoCardless, nCloud Integrators, etc., use Rocketlane to improve project predictability and profitability, shorten time-to-value, and elevate the customer experience. Rocketlane uniquely combines project management, document collaboration, and communication into one tightly-knit experience. The built-in resource management, time tracking, portfolio management, budgeting, and business intelligence help you run projects against set budgets and timelines. The platform helps you impress your customers, hold them accountable in the journey, create repeatable playbooks, forecast demand efficiently, get on-demand visibility into projects and customer sentiments, and increase the productivity of your teams.
Onboard
onboard.io
Onboard (https://onboard.io) is Customer Onboarding Software built specifically for customer onboarding teams. Easily organize, automate & manage the customer onboarding process from handoff to launch. Onboard provides dynamic launch plans (called MAPs), which provide the flexibility your company needs along with a 360 degree visibility for all stakeholders -- enabling you to better manage your team and allowing your clients to stay on track and launch faster!
GuideCX
guidecx.com
GUIDEcx is the world's leading Client Onboarding solution that creates a seamless transition between your sales and implementation process. With over five years and 300,000 successful onboarding projects completed, we know how to leverage our wisdom to deliver consistent Customer Onboarding experiences. Our process is designed to drive engagement, increase efficiency, and expand capacity without sacrificing quality of service. Easy to integrate into your existing CRM, GUIDEcx has custom templates, different customer views for each role, purpose-built integrations, and robust reporting. We don't just move your process to our software, our Professional Services team and Guide University resources are here to Guide and support you through every step of the process to accelerate time to value and maximize your onboarding team productivity. Reach out today to and we can help you bring your Customer Onboarding experience to new heights.
ChurnZero
churnzero.net
ChurnZero is your platform and partner for Customer Success. We help your subscription business succeed at scale by giving you everything you need to improve efficiency, increase revenue, and deliver the best possible customer experiences. ChurnZero helps your Customer Success team spot potential churn risks early and see renewal and expansion opportunities faster. Best-in-class automation and personalization, in-app communications, and Customer Success AI™ make it easy to engage with customers and lead them to value. Our platform offers journeys, health scores, survey tools, segmentation, plays, reporting, real-time alerts, walkthroughs, collaboration centers and more, and integrates easily with your CRM and tech stack. Beyond the software, we pride ourselves on being your team’s trusted partner, consultant, and coach, dedicated to helping you and your team focus on the work that matters most.
Valuecase
valuecase.com
Yesterday, sales was a chaos of endless email streams, lost attachments, action plan spreadsheets, and overwhelmed prospects going dark. Today, sales is done with Valuecase. So prospects can move faster and sellers finally know if an opportunity is still moving. Sales and customer success teams of all sizes choose Valuecase to engage customers, simplify collaboration, and uncover never-seen insights along the way. Docs? Mutual action plans? Commercials? With Valuecase, they are all in one beautiful space, shared with prospects in just a click. From first contact with your product, to the sale, to onboarding, and beyond.
Totango
totango.com
Totango is customer success software businesses can't outgrow, providing unlimited scalability and unmatched time to value to help cross-functional enterprise teams drive productivity, retention, and expansion. Prebuilt customer success programs that are embedded with industry best practices make it fast and easy to get started, customize to your business, and achieve critical business outcomes at each stage of the customer journey. The biggest customer success teams in the world—including SAP, Github, Schneider Electric, and Aircall—use Totango to integrate customer data for a 360-degree view of customer health, collaboratively manage their customer portfolio, and engage proactively and intelligently with their customers.
Moovila
moovila.com
Moovila is the World’s Most Advanced AI-Driven Project Automation platform and empowers organizations to streamline processes, optimize resource allocation and utilization, and proactively manage risks and timelines. With a focus on mastering the nuances of efficient project delivery and resource optimization, Moovila guarantees precision in every aspect. Its features are meticulously crafted to meet the demands of dynamic project environments and include: • Robust Project Creation & Management • Critical Path Automation • Streamlined Project Portfolio Management • Advanced Resource Allocation & Capacity Forecasting • AI Risk Monitoring, Identification & Remediation • Real-time Insights and Dashboards • An AI Project Management Coach • Collaboration & Communication Tools • Seamless, Native Integrations with CRMs and PSAs Moovila the top choice for businesses dedicated to leveraging their project potential to its fullest to improve margins and ensure customer satisfaction.
OnRamp
onramp.us
OnRamp is dynamic customer onboarding software that helps onboarding and implementation managers turn any high-touch customer onboarding process simple. Dynamic onboarding with OnRamp reduces effort for customers to complete steps and cuts manual steps for your team. The result is improved onboarding efficiency, outcomes, and customer experiences. Empower customers with a delightfully simple and dynamic action plan. OnRamp action plans guide customers through relevant tasks, videos, forms, surveys, files, and other actions and enablement, one step at a time, based on their inputs as they go. Every step is tracked and feedback is collected along the way to keep you informed on customer progress, trigger next steps on your end, and help you improve. * Enable your team with a proven playbook for every customer. * Dynamically guide and enable customers through every step of the process. * Get reporting on onboarding efficiency, outcomes, and experience. * Optimize your way to predictable, scalable customer onboarding processes. * Onboard customers 2x faster and scale without growing headcount. With OnRamp, customer onboarding and implementation managers can actually do more with less and deliver white-glove onboarding and enablement at scale.
Enablix
enablix.com
Revenue teams move fast, and enablement shouldn't slow them down. Enablix keeps your teams in sync so your marketers can seamlessly arm your reps with the content, training and enablement resources they need to drive results. Enablix is an enablement solution built to help teams make better use of their sales and marketing content. By seamlessly connecting and linking content from any source, reps and marketers can activate existing content and make data-driven decisions about what to create. Whether you're sharing with prospects, customers or partners, Enablix helps streamline communication and boost performance.
ClientSuccess
clientsuccess.com
ClientSuccess is revolutionizing the way SaaS companies manage, retain, and grow their existing customer base. We deliver a holistic, personal approach to managing success throughout the customer lifecycle. Our true Customer Success Management Platform™ provides actionable insights, rich customer analytics, and best practices to reduce churn, increase revenue, and maximize the lifetime value of the customer. We believe that SaaS is more than software and service. It’s about relationships. Think beyond acquisition and support. You want a customer for life. And not one that exists because they’re locked into a contract. You want a customer that chooses to partner with you because you help them accomplish their goals and succeed—through personal relationships and delightful experiences. ClientSuccess is more than a reporting tool that users reference once or twice a week. We're a true customer management platform, providing a powerful solution for the front-line customer success managers and actionable insights for Executives.
Clustdoc
clustdoc.com
The new way to manage your pre-project phase & onboarding workflows. Invite third-parties to join your project from a custom portal, walk them through what needs to be done, review the submitted information with your team, sign contracts and NDA easily and get things done from your client management mobile app!
SmartKarrot
smartkarrot.com
SmartKarrot allows Customer Success and Account Management teams to handle your Customer Growth (Expansion & Retention) and Scaling Growth operations efficiently (through Intelligence & Automation). 1. Built on a foundation of Augmented Intelligence, SmartKarrot proactively handles complex use cases around Expansion & Retention. Across multiple products, service lines and geographies. 2. SmartKarrot's Intense focus on Automation & Playbooks allows its customers to scale efficiently. 3. SmartKarrot's New Age Design with a PLG mindset allows for a great experience for users. 4. SmartKarrot's unlimited user packages allow its clients to become truly Customer Centric, and enables great alignment within teams.
Arrows
arrows.to
Customer-facing onboarding plans that attach to deals & tickets inside HubSpot. Are you waiting on your customers to complete their onboarding? Stop waiting. Arrows is the tool for onboarding, sales, and success teams to close revenue faster and create happy customers. Reduce time to value, increase adoption, and unlock growth. Customers always know what’s next on their path from signed up to successful and your teams stay focused on their most valuable work with workflow automations, email reminders, and in-depth reporting.
Content Snare
contentsnare.com
Content Snare is the simple way to onboard clients, collect documents and get answers without the endless back and forth. Intuitive and dead-simple to use, it's your single source of truth when gathering information from clients. Stop getting lost in email, messy client portals and confusing spreadsheets. Loved by 1200+ companies worldwide, including accounting firms, marketing agencies, and professional services. If you need your clients to send you information, Content Snare can help.
Flowla
flowla.com
Flowla is the new way of engaging your prospects with digital personalised journeys, where your content is consumed in a fun and engaging way and conversations start naturally… Whether you’re in; - Sales and closing deals , - Success and onboarding new clients, - Recruitment and wowing candidates, - or any other role where you’re building momentum and appetite, try Flowla to stand out from the crowd and move faster
Setuply
setuply.com
Setuply's AI-powered client onboarding and lifecycle management platform is purpose-built to accelerate revenue recognition and reduce solution delivery costs, helping transform new clients into loyal brand champions. The Setuply platform natively integrates project management, client engagement, PSA, secure data staging, and more into a cohesive solution that addresses every aspect of client onboarding and lifecycle management. Rich integrations facilitate seamless transitions within client organizations—from sales to onboarding to client success—and works in step with third-party operating partners. Setuply is an ideal solution for providers aiming to streamline and scale their client onboarding and lifecycle management processes. We serve a broad range of B2B markets, including human capital management (HCM), InsureTech, ERP, GovTech, FinTech, RegTech, and medical software. Access the automation and tools to make onboarding scalable, improve your team's capacity, and keep historical data secure, making the process enjoyable for clients every step of the way.
Ascendr
ascendr.co.uk
Ascendr is an online customer onboarding tool designed to help ISVs effectively manage and onboard their customers. It's the perfect tool for customer success managers, project managers, implementation consultants, and systems analysts who need a way to break down complex projects into clearly defined deliverables. With Ascendr, you'll have access to a beautiful customer portal where you can share information and activity in real time with your customers.
Motion.io
motion.io
Motion.io makes client work scalable. By seamlessly integrating automated workflows, file sharing, e-signatures, and client communication into white-labeled portals your team can manage in a centralized dashboard, Motion.io provide a single home for client projects. - White-labeled portals: Fully customize portals to your business’s brand for a seamless experience. Send emails directly from your business address and set up a custom domain for portals. - Embeddable tools: Connect 1000s of external software tools directly to Motion.io so customers can schedule appointments, make payments, and more without leaving their portals. - Loginless access: Simple and secure, clients access their portals by clicking a magic link sent to their email – no account or login required. - Client tasks: Motion.io’s client tasks replace back-and-forth emails and automatically notify customers of whatever you need them to do. - Project progress tracker: Like a pizza tracker, but for client projects. Clients can monitor milestones to understand the status of their project and what is required of them to move to the next stage. - Built-in automations + Zapier integration: Use built-in automations to eliminate manual tasks and streamline client and team collaboration in your Motion.io projects. Create Zapier workflows to connect Motion.io directly to other tools your business uses. - Easy project management: Manage both internal and client-facing tasks in one place. - Project templates: Use project templates to quickly set up new projects without starting from scratch. - Projects dashboard: This dashboard provides your team with a quick way to access the status, activity, and other important information about each project you manage in one centralized view.
BigSteps
bigsteps.io
The customer onboarding and implementation software your team need to deliver projects on time, accelerate TTV, and increase customer stickiness
Stagebase
stagebase.com
Stagebase is a simple-to-use yet robust tool for client success, implementation, and customer onboarding teams. Our platform improves onboarding times and ensures a great experience for customers while holding both customers and employees accountable. Through improved processes, better customer engagement, and memorable experiences, you’ll maintain better customer relationships, increase retention, and scale your business.
Tallyfy
tallyfy.com
Tallyfy eliminates chaos from your business processes. It's beautiful workflow software that turns your daily tasks and approvals into automated, repeatable processes – freeing up your time. Customers use Tallyfy to track any repeatable process. We can also help you run client-facing workflows - where your client needs to track a process (for a conflict-free experience) and also complete actions at their end with automated reminders to all.
CogniSaaS
cognisaas.com
CogniSaaS is a customer-centric onboarding and implementation platform that helps enterprise SaaS businesses achieve faster time to value. It minimizes the usage of silos of tools; improves collaboration with customers and internal stakeholders; tracks and prioritizes hundreds of projects for value delivery through data visualization, visibility, and accountability.
Custify
custify.com
Custify is a customer success platform designed for your B2B SaaS business. It helps you better meet customers' needs, reduce churn and increase lifetime value. You can see in-product usage insights as well as data from CRM, support, billing, and other systems in one place. Relevant customer success KPIs and client interactions are displayed in an easy-to-understand dashboard. Custify also identifies clients that get stuck during onboarding, those whose trial is about to expire, and those whose usage has decreased. This lets customer success managers reach out proactively and efficiently. It has a sophisticated automation engine built in for low-touch workflows, as well.
Userlane
userlane.com
Userlane is an award-winning Digital Adoption Platform that identifies and eliminates adoption barriers across software. Discover which software applications are in use, understand usage patterns and areas of digital friction, and improve employee productivity and experience. Realize the full value of software investments with Userlane.