Best Customer Onboarding Software for Windows

If you're looking for partner or customer onboarding software, Eurekos LMS is your ideal solution. The most effective way to reduce customer and partner churn is a swift onboarding process that delivers immediate value. Give every type of partner or customer a unique learning journey that’s exactly what they need to succeed. Eurekos’ smart onboarding has advanced automation rules and functionality that engages learners with the perfect path. Administrators benefit from advanced tools to track approvals, customize by persona, certifications, progress tracking, e-commerce, and integrations with third parties. Onboarding is rarely a simple straight line because learning itself is different for every learner. With Learning Journeys, you can create blended learning paths that address the unique needs and unpredictable routes learners take to master a subject.

Share your screen instantly while on a phone call with CrankWheel for an engaging presentation. Send a link by email or with SMS 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. CrankWheel integrates easily with websites and enables users to add a Demo button for quick notifications. 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!

EasySend is a no‑code platform for building and automating digital journeys. Forget static forms—turn customer onboarding, applications, quotes, service requests and other processes into personalized, end‑to‑end workflows that work across every channel. You can launch powerful digital experiences without writing code, connect them to your CRM, ERP and other apps to manage customers at scale, and optimize them with built‑in e‑signatures, integrations and analytics. Trusted by enterprises worldwide, EasySend meets stringent security standards—including SOC 2, GDPR and HIPAA—and accelerates digital transformation from fast onboarding to enterprise‑grade solutions.

Moxo transforms customer onboarding with its comprehensive Service Orchestration Platform. By consolidating complex onboarding workflows into a single, secure digital workspace, Moxo streamlines the entire process from initial contact to full integration. The platform's Moxo Flow feature enables businesses to create customized onboarding templates, incorporating native actions like digital signatures and document collection. This approach ensures a consistent, efficient onboarding experience while maintaining the flexibility to address unique customer needs. Real-time collaboration tools facilitate smooth communication throughout the onboarding journey. With robust integration capabilities, Moxo synchronizes onboarding data across existing systems, providing a comprehensive view of the onboarding process and enabling data-driven optimization of the customer's initial experience.

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.

FROGED transforms the way companies connect with their customers by combining Human Touch + AI in one secure omnichannel platform. We help businesses deliver smarter, faster, and more personalized interactions—always putting people at the center of technology. With full visibility, traceability, and control, FROGED empowers agents and managers with centralized data to drive efficiency, productivity, and new revenue opportunities. Our solutions include: 1. Unified Omnichannel Inbox: All conversations, all channels, one place—without losing context or personalization. 2. Mass Campaigns & Conversational Marketing: Reach more customers with segmentation and hyper-personalization, turning one-to-many messages into meaningful one-to-one conversations. 3. AI Copilot, Agentic AI & AI Workflows: From summarizing interactions and automating Tier 1 support to creating custom workflows that integrate seamlessly with your tools.

Userlane is a no-code Digital Adoption Platform that is designed to maximize software adoption by allowing anyone to master any software instantly. This is made possible with our step-by-step interactive guidance technology and on-demand Virtual Assistant that offers contextual and tailored support to software users whenever they need it. Our solution can be used for both employee onboarding and training (enterprise digital adoption) as well as customer onboarding and self-service (for software vendors). Our step-by-step, on-screen interactive guides lead users through digital processes in any browser-based software in real-time, helping them achieve their goals quickly and effortlessly. Userlane onboards employees and customers faster, reduces support tickets and costs (by up to 75%) and increases user satisfaction and productivity. Our DAP is the ideal solution for enterprises with a global, distributed workforce wanting to automate and scale their software training and support.

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.

Start Hotspot Cloud WiFi platform helps you build your WiFi and scale as you grow. Connect routers, customize splash pages, limit user Internet access, engage social WiFi users, accept credit card payments, check statistics and analytic. Hosted by us, managed by you from any device. Engage WiFi users with video or image ads. Location based video ads acounts for the best engagement motivators with high conversion rate. Lift your user experience to the next level using an innovative WiFi marketing approach! Send targeted Email campaigns. Promote brands and monetize by offering Video ads for access. Put a latest promotion or display coupon to be redeemed at retail store. Offer discounts and invite guests to complete survey or just get more info. Advertise and engage prospective customers with the right promotional message.

Transform your document-dependent work from a burdensome task to a powerful source of growth and positive impact. Leap-frog the limits of traditional document management, and transform document-dependent work from unsecure, manual and burdensome busywork to a powerful source of growth and positive impact for organizations of all sizes and across a broad range of industries. Achieve business zen with Revver (formerly eFileCabinet), an advanced document management software. Revver combines a wide array of tools in one platform, including workflow automation, advanced search, and integrations with leading business tools. These powerful purpose-built features help business keep their heads above the flood of paper documents and eliminate the chaos of scattered digital assets.

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.

Build product experiences for any part of the customer journey. Tell your product story clearly and embed it anywhere. Create fail-proof presentations and engaging leave-behinds. Provide simple and memorable self-paced training guides. Self-guided demos allow people to experience your product without the worry of getting lost or breaking something. A simple and intuitive experience lets you clearly and effectively communicate value. Highlight key takeaways to leave people with a lasting impression of how your product can help. Regale Studio allows you to capture images, and animations, track where you clicked, and effortlessly assemble them into a demo. Create demos of desktop, web, and mobile applications in minutes to meet your unique needs. User-friendly tools let you easily edit and keep your demos in sync with your product as your team makes updates. Create the feel of a live experience, without the need to build and configure custom demo environments.

Apty is a Digital Adoption Platform (DAP) that helps enterprises scale process execution across the tools they already use—including custom-built apps. While other DAPs only support select tools, Apty works across Salesforce, Workday, ServiceNow, Oracle, and proprietary systems—without heavy lift or complexity. Get your teams executing faster, with fewer errors and measurable results—no matter what software they’re using.

Offer your customers an entirely digitized onboarding experience while ensuring peace of mind with a fully automated regulatory compliance solution. Use innovative technology based on Artificial Intelligence so that your customers can quickly start their customer journey. We would be happy to tell you about Document processing, Identity verification, Risk Profile Assessment, and KYC Workflow. Ensure your regulatory compliance throughout the lifecycle of your customers with a fully automated solution powered by artificial intelligence. By continuously monitoring, you effortlessly pass strict controls and contribute to a healthy financial ecosystem. In addition, our products, Risk Screening, and Customer Due Diligence make your life easier. A comprehensive, digital document management system designed for efficient onboarding, remediation, and customer file lifecycle management. The tool balances efficient, compliant, secure data management and a seamless user experience.

In everything we do, we love to challenge the status quo. We are inspired to transform your business, because as you grow we grow. We happen to make great platforms that will transform your business. Want to have a transformation meeting? Digital Customer Onboarding within Minutes! 56% of wealth managers say it takes an average of four weeks to onboard a customer manually. iStart enables swift, smooth and seamless customer onboarding experience. A uniform customer onboarding experience is vital for your business! We believe your business must focus on customer generating activities – automate customer enabling activities! Digital Customer KYC and Onboarding Platform! iStart is a digital customer onboarding platform powered with smart intelligence and automation tools. Our platform enables Banking, Insurance (BFSI) and other financial institutes to enroll and manage their customers online.

SmartKarrot is a cloud solution for Customer Success & Account Management, allowing teams to manage Customer Growth (Expansion, Retention & Renewal) with a platform focus on 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. Our Intense focus on Automation & Playbooks allows our customers to scale efficiently. 3. Our New Age Design with a PLG mindset allows for a great experience for users. 4. Our unlimited user packages allows our clients to become truly Customer Centric, and enables great alignment within teams.

Receive crucial documentation from customers in minutes. They simply upload or take a photo of their sensitive information and send it across securely instantly. Unlimited amount of document uploads of any size. Upload and send documents from anywhere zero hassle. Auto-edge cropping and dynamic document alignment. Stand out from the competition and offer your customers a seamless onboarding experience. With the platform doing the hard work for you, you can focus on delivering outstanding service. Unchain your staff from the shackles of admin and allow them to spend time building up your customer base. Our clients have seen an increase in sales of up to 35%. Work smarter not harder - dramatically reduce labour and keep business costs down. FastDox cuts postage costs by 95% and helps to ensure repeat business.