Top Uniify alternatives

Dubsado

Dubsado is a client management platform that streamlines business operations by automating workflows, managing contracts, invoices, and facilitating client interactions.

Clio Grow

Clio Grow is a cloud-based client intake and CRM software for law firms, streamlining client acquisition and management through online forms and automation.

SuiteDash

SuiteDash is a cloud-based platform for small to medium-sized businesses, integrating tools for project management, CRM, invoicing, and client portals to streamline operations.

Docupace

Docupace is a digital document management app for wealth management firms, streamlining workflows, client onboarding, and document processing while ensuring compliance and security.

Content Snare

Content Snare simplifies client onboarding and document collection by centralizing requests, deadlines, and reminders in an easy-to-use platform.

Moxo

Moxo is a client management platform that streamlines communication and project workflows between businesses and their clients through a unified hub.

Assembly

Client management platform for professional service firms, combining portals, CRM, tasks, files, contracts, forms, billing, payments, and integrations.

Rocketlane

Rocketlane is a project management and collaboration platform designed for customer onboarding and implementation, incorporating task management, document sharing, and time tracking.

Clientjoy

Clientjoy is a CRM app that helps freelancers and businesses manage leads, proposals, clients, invoicing, and projects in one integrated platform.

IntakeQ

IntakeQ is a digital platform for managing patient intake forms, scheduling, and billing, enhancing efficiency and communication in healthcare settings.

First AML ANZ

An AML, KYC and KYB platform for Australia and New Zealand that manages customer onboarding, identity and business verification, risk assessments, screening and compliance records.

KYC Africa

KYC Africa is a digital identity verification app for businesses in Africa, ensuring compliance with KYC regulations through document capture and biometric authentication.

Under.io

Under.io integrates sales and underwriting tools to simplify merchant onboarding, enabling easy data collection, verification, and client management.

Dock

Dock is a platform for creating digital sales rooms, onboarding plans, and client portals, featuring a sales content library and e-signature support.

Know Your Customer

The Know Your Customer app streamlines identity verification for businesses, ensuring compliance with KYC and AML regulations while reducing onboarding time and paperwork.

Setuply

Setuply is an AI-based platform for client onboarding and lifecycle management, integrating project management and client engagement to streamline processes for B2B providers.

Reptrics

Reptrics is a customer success software for B2B SaaS, helping teams manage onboarding, renewals, and reduce churn through automated workflows and data insights.

Taktikal

Taktikal is a workflow automation tool for client onboarding, offering electronic signing, identity verification, and compliance solutions for various organizations.

Arive

Arive is a loan origination system for mortgage brokers to manage loan files, borrower tasks, documents, pricing, and lender submissions in one place.

Floify

Floify is a mortgage point-of-sale software that automates and organizes the loan origination process for lenders and borrowers.

Lightico

Lightico is a digital platform that streamlines document collection, eSignatures, ID verification, and forms to improve customer interactions in lending and servicing.

FrankieOne

A platform connecting banks and fintechs to KYC, KYB, AML, identity verification, and fraud tools for customer onboarding, monitoring, and risk decisions.

InvestNext

InvestNext is a platform for managing real estate investments, offering tools for onboarding investors, capital raising, compliance, and performance analysis.

Superdocu

Superdocu allows users to create no-code, step-by-step onboarding and validation workflows for clients, employees, or suppliers.

First AML EU

AML, KYC and KYB platform for verifying customers and businesses, assessing risk, screening sanctions and PEPs, collecting documents, and managing ongoing compliance reviews.

FullCircl

FullCircl is a platform for customer onboarding that integrates compliance checks like KYC and AML, streamlining client lifecycle management for financial institutions.

Inflowcare

Inflowcare simplifies patient intake and caregiver onboarding for homecare agencies, organizing services and client data for effective care management.

InfoTrack UK

InfoTrack UK streamlines the conveyancing process for legal professionals, offering tools for onboarding, searches, document management, and e-signatures, enhancing efficiency and compliance.

Personr

AML compliance platform for regulated businesses, supporting client onboarding, KYC/KYB verification, screening, risk assessment, program management, record-keeping, and reporting.

Realaml

Realaml helps businesses verify customer identities, collect information, screen for AML risks, and manage onboarding and compliance records through web and mobile workflows.