Best Free Customer Onboarding Software

Pipefy is the AI-driven Business Orchestration and Automation Technologies (BOAT) platform that delivers enterprise results in days, not months. Designed as a secure orchestration layer, Pipefy bridges the gap between rigid legacy systems (ERPs/CRMs) and agile business needs. It allows IT teams to centralize disparate processes under a single control plane, eliminating Shadow IT through an Adaptive Governance framework. Key Capabilities: • Process Orchestration: Manage complex, non-linear workflows across departments without replacing core systems. • Enterprise iPaaS: Native connectors for the main systems of records to unify data silos. • Agentic AI: Deploy autonomous AI agents for document analysis and task execution using a BYOLLM (Bring Your Own LLM) engine. • Security: SOC2 Type II and ISO 27001 certified with granular RBAC. Empower your team to modernize operations and reduce the development backlog with Pipefy.

Share your screen instantly while on a phone call with CrankWheel, for an engaging presentation. Send a link by text message, WhatsApp or email and the viewer can view it in any browser, on any device without installing anything. Designed for ease of use, CrankWheel is the best solution for sharing a screen with customers for business deals. CrankWheel is used to complement calls by insurance agents, mortgage advisors, solar advisors, digital agencies, educators and customer support specialists. Close deals on the first call! We show you whether they're paying attention. Over 50,000 users share their screen effortlessly with any prospect no matter their technical skill or device choice using our Chrome Extension. CrankWheel works over bad network connections, on obscure devices and old browsers. Mac, PC, iOS, Android, Internet Explorer, Blackberries - it always works!

Chameleon is the deepest digital adoption platform for product success, empowering SaaS teams to build no-code, self-service user onboarding, feature adoption, and feedback collection. • PMs, PMMs, and CSMs can build, manage and improve product experiences for your web application without writing code. • Using Chameleon you can show new users key functionalities, highlight product changes, improve feature discoverability, and reduce confusion and support requests. • Deploy NPS, CSAT, CES and custom surveys to users, triggered at the right time and to the right audience. • Add self-serve help and user onboarding launchers to guide users without interrupting their workflow. • Chameleon automatically collects the data on tour performance that can be used to optimize tours. • Variations can be shown to different users and all tours can be A/B tested. • Connect to one of the hundreds of integrations Chameleon supports

Veriam brings access and subscriptions together in one simple, secure solution. Our brand new platform makes it faster and simpler for SaaS providers to manage onboarding, access, contracting, renewals, and billing—all in one place. How Veriam stands out ✔️ All-in-one platform: Manage access and subscriptions from a single platform, reducing admin and improving workflows. ✔️ Real-time updates: Access permissions update instantly as subscription changes happen—no delays, no downtime. ✔️ Self-service controls: Customers manage their subscriptions, profiles, and access settings, reducing support tickets. ✔️ One login for customers: No password fatigue. Customers only need a single login to access products, subscriptions, and data from any organization using Veriam. ✔️ Security & Compliance: Fewer tools, fewer points of failure. Veriam meets industry standards, ensuring customer data is handled securely and privately. Try us out today!

Easily bring together product screens, guided tooltips, and videos to convert your customers. Create an engaging "try before you buy" experience with a product tour for your customers. Learn how they interact with it, to engage better. Share personalized demos with your prospects aligned to their persona or vertical. Empower your champion to get buy-in within their org. See your deals close faster than ever before. Create a library of interactive product walkthroughs, to help your customers get started quickly. See your customer satisfaction improve every day. Change text, images, copyright, and anything in the product. (even add your custom HTML). Highlight product focus areas and create as many flows using our advanced widgets. Your prospects see how the product will work for them. Personalize by role, company, or location. Track the behavior of your prospects based on clicks and time spent on specific pages.

Verify 365 is the advanced client onboarding solution for law firms, estate agents, accountants and IFAs. With Verify 365, you can rest assured that your clients are thoroughly vetted, saving you time and reducing the risk of fraud. Verify 365 offers biometric verification, ensuring that your clients are who they say they are. Verify 365 conducts thorough ID checks, including government-issued ID and address verification. Our AML checks ensure that your clients are not on any financial crime watchlists. We also perform source of funds checks to ensure that the money your clients are using is legitimate. Verify 365 also includes e-payment and e-signature capabilities, making the onboarding process fast and efficient. Verify 365 supports over 10,000 government-issued IDs from over 200 countries. Our global reach allows you to verify your clients from all corners of the world.

Using bite-sized visual content based on video makes conveying your training story easy and accessible to all employees. Record quick videos using your phone or convert the content you already have into video content. String clips and images together, weave and reorganize scenes effortlessly. Being ‘story-like’ and intuitive gets rid of the need for employees to onboard. Microlearning, or learning through focusing on 1 or 2 Bites of information, is the most effective way to teach employees who are time-pressed. Playlists let you take a big or complex idea and break it down into small digestible bites. Studies show that this has a huge impact on knowledge acquisition and retention. A playlist is simply a group of Bites, so you can make a playlist about anything such as a playlist for onboarding, compliance, or sales enablement.

Energy chemical & production software to manage your entire field operations. Atlas provides greater visibility, control, and optimization of business operations. The “Atlas” system is a cloud hosted application that helps companies manage oil field assets, chemical products and treatments, associated lab data, and customer leases. Atlas provides users view and manages customers and locations, analyzes lab reports, and tracks chemical product inventory and treatments. Dashboards and reports provide real-time decision-making and efficient monthly invoicing. Furthermore, a consumer portal offers a comprehensive view, reporting, and invoicing. Increases the efficiency of the organization as it helps in keeping the focus on the goal making decisions quickly and implementing their strategies faster as the layers of data are reduced which also reduces the time consumption for the analysis of the data.

Aligned is a powerful customer collaboration platform designed to streamline the sales and customer success processes. By consolidating everything buyers need in one place, Aligned eliminates the chaos of email threads, file sharing, and juggling multiple tools. It simplifies the buying experience, helping sales teams build strong business cases, track mutual success plans, and accelerate deal closure. With real-time collaboration, task assignments, and transparent communication, Aligned fosters better alignment between sales teams and customers, ensuring a smooth and efficient journey from prospecting to onboarding.

You can have certainty that the person you are engaging with is who they claim to be. Nivo uses a combination of security, authentication and identity verification controls including biometric AI and encryption. Nivo’s e-signing has been approved by leading lawyers. Because of our extensive security controls and Onfido’s biometric identity verification AI, our e-signatures classify as Advanced Electronic Signatures under EU regulations and provide additional confidence which most e-signing providers lack. Financial institutions often use email to transfer customer data to partner organizations, sending large files on email chains. This opens the doors to data breaches. ‍ With Nivo’s Business-to-Business messaging, a provider can select which documents their intermediaries need, and provide access from one centralized copy.

CommandBar will make your app easier to learn, so new users will convert better and require less onboarding. And once they become regular users, they'll have an easier time finding features and using your app, generating fewer support requests. Power users will love CommandBar, since it'll let them speed through common workflows. A cmd+k interface puts all your app's functionality into a single, searchable UI. Copy a code snippet, set up commands with our low-code Editor, then deploy. The Editor makes it really fast to prototype and ship, so you can easily add a new command without needing to find an engineer to build it for you. CommandBar is optimized for every major desktop browser, operating system, and web technology. CommandBar is optimized for performance: every interaction feels instantaneous. It'll give your users that new-computer-everything-feels-faster feeling.

Canyou is an Australian small business process automation platform designed to streamline and communicate workflows. It enables businesses to collect and coordinate documents, forms, licenses, and certificates for their teams, all stored in one spot and synced with existing applications. Key features include government and custom forms, document collection, e-signature, identity verification, license and certification monitoring, and data synchronization. Canyou integrates with systems like Xero, MYOB, and Deputy, allowing businesses to continue using their existing payroll and time systems. The platform automates the collection and synchronization of business information, digitizes paper processes, and monitors compliance documents, minimizing risks associated with business compliance. It offers smart templates for common processes such as employee onboarding, client and customer onboarding, client identity verification, supplier onboarding, team training, and more.

Onthen centralizes your onboarding process into one branded, frictionless task page. No more email chains, no more chasing up. Replace long emails and constant chasing with user-friendly checklists that keep every onboarding on track, automatically. They complete their tasks, you get everything you need. No passwords, no friction, just results. — Clear and simple to-do lists that show who needs to do what, and when. — One single page for you and your participants to collaborate on. — Keeps everything synced up with your CRM.

Mystro is a simple data collection and client onboarding tool built for speed, flexibility, scale, and growth. We bring together everything that's required to onboard clients and collect their information. Mystro products provide a flexible, modern and straightforward client-facing experience that satisfies today's customers' demands, saves you hours per deal and represents your business in the best way possible. Mystro makes complex forms simple and beautiful. The easy-to-use and feature-packed form builder lets you quickly create conversational multi-page online forms or start with pre-configured templates. A feature-rich document collection and eSign system will completely automate your document collection processes with auto-generated checklists, PDF merges, Digital Signatures and reminders.

Empower users to keep pace with technology by enabling true digital adoption. WalkMe’s Digital Adoption Platform (DAP) makes it effortless to use any software, website, or app. Combined with proactive, step-by-step guidance, our comprehensive solution analyzes and automates processes so users can complete tasks easily in the moment of need.

GuideCX® is a client implementation and onboarding project platform that helps you invite, guide, and engage internal and customer teams in a transparent process that delivers value faster. You only get one chance to make a first impression. A smooth and transparent client onboarding and software implementation process is key to putting your best foot forward. Get visibility when you’re onboarding new customers with the industry’s only enterprise-level reporting engine. The GUIDEcx Navigator gives you the ability to forecast, optimize, and automate your client onboarding. Customer retention is won and lost during the first 30 days of the onboarding experience. If you treat the customer onboarding experience as an afterthought, your contract with the client will become just that – and who wants to leave money on the table!

OnScreen is the leading Digital Adoption Platform (DAP) for SAP or Any browser-based enterprise application. Boost process efficiency and user productivity with just in time OnScreen guidance. Optimize SAP on-boarding, Increase Employee Productivity and Reduce Training costs by as much as 50%. Transform business users into super users with in application walkthroughs for SAP ECC, S4HANA or any Enterprise Application. OnScreen is Highly Rated for its Simplicity and Usability. Creating and managing content can be done in minutes by any subject matter expert or trainer. OnScreen Guides Users with live overlays directly in any web application like SAP, Salesforce, SuccessFactors, Ariba, Workday, Dynamics, Oracle and more. OnScreen has a very short ramp up time and requires no server installation or maintenance. OnScreen is for Enterprise organizations that want an Agile Digital Adoption Platform with flexible licensing that scales to ensure a very high ROI.

Build user experiences with your own UI components, no coding required. Jumpstart your UI design with a template. Make it your own. Our editor syncs with your style guide. Preview what you’ve built with Candu for Chrome. Serve up different variants to different users. See what works and what doesn’t with our analytics engine. Other solutions build components on top of your product. Candu embeds components in your product so they integrate seamlessly. Empower any team to design delightful user experiences. Pick a template, or build from scratch. We’ve got you covered! Drag and drop your way to any user experience, and power up customer onboarding, feature adoption, and more. Candu’s WYSIWIG editor provides the canvas to build your UX design in minutes. Drag and drop your own UI components to create beautiful in-product experiences without a single line of code. Choose from our template gallery to jumpstart your design.

Hubflo is the fastest-growing AI-Powered Client Portal for professional & creative services. Build a stunning and branded client portal in 60s with AI to streamline client onboarding and deliver your services like a pro. Customize it with 10+ built-in tools (File sharing, contracts, approvals, client messaging, tasks, billing..) and integrate 500+ external tools More than 20k businesses, clients and contractors already use Hubflo for their daily work Don’t let processes overwhelm you and get in the way of delivering a great client experience. Impress your clients with a customized and automated onboarding, a smooth delivery and collaboration. Skyrocket client satisfaction and retention Reduce client emails, calls & meetings Speed up onboarding & project delivery Hubflo is ideal for digital agencies, consultants, freelancers, accountants, architects, home designers, law firms, and any other professional or creative service providers.