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....

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

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 implementa...

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 everyon...

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...

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. Easi...

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 ne...

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...

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 a...

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 experien...

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...

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 op...

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 t...

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, -...

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 ch...

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 onboardi...

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 an...

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...

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 case...

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...

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 spreads...

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, P...

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 defin...

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 cu...

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 enga...

Along

alongspace.com

Along is a collaborative workspace for complex B2B sales. Like a virtual desk between sellers and buyers, the tool connects all stakeholders in a single interface. A shared task list (Mutual Action Plan) is used as a central guideline for all content as well as participants or other information of t...

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 - whe...

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 ...

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 succe...

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 valu...

Revver

revverdocs.com

Revver, formerly known as eFileCabinet, is the pioneer of solutions that help companies digitize and automate their document-dependent work. The company’s award-winning and category-redefining platform, also called Revver, transforms document-dependent work from a burdensome task to a powerful sourc...

EverAfter

everafter.ai

Scale Customer Success, One Digital Touch at a Time. With EverAfter you can design scalable, customer-facing interfaces that guide, engage, and empower your customers to work autonomously and achieve their goals Unlike Customer Success Platforms, which are designed to optimize internal management, E...