Alternatives to Affinity Canvas
Compare Affinity Canvas alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Affinity Canvas in 2026. Compare features, ratings, user reviews, pricing, and more from Affinity Canvas competitors and alternatives in order to make an informed decision for your business.
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Process Street
Process Street
Process Street is an AI-powered compliance operations platform that automates complex workflows, enforces standards, and tracks audit data in real time. Teams use it to create structured SOPs, assign tasks, collect data, and monitor execution with intelligent oversight. From onboarding and audits to vendor management and document control, Process Street ensures every step is followed and every action is logged. Built for regulated industries like financial services, healthcare, and manufacturing, it supports frameworks such as ISO, SOC 2, SOX, and HIPAA. With role-based permissions, audit logs, and powerful integrations, Process Street replaces static documents, spreadsheets, and manual processes with a single automated system of record. Use AI to streamline approvals, catch risks early, and generate audit-ready evidence. Trusted by teams at Cargill, DoorDash, Farmers Insurance, and Hartford Healthcare. -
2
CrankWheel
CrankWheel
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! -
3
EasySend
EasySend
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. -
4
intelliHR
intelliHR
intelliHR is an Australian HR technology business that has developed a next-generation cloud-based people management and data analytics platform. Our strategic HR SaaS product helps our customers: 1. Create a culture based on employee engagement 2. Enable performance through empowering employees 3. Give leaders real-time insights and visibility over their people Our aim is to become an essential core platform for every business to manage their talent providing the necessary tools to align, manage and enable a ‘people and culture strategy’ within a company’s broader business strategy. We add value through the automation of traditionally manual HR processes, like onboarding and record management, whilst capturing critical people and performance data not typically available or visible to business today, providing deep insight into issues, trends and opportunities that HR managers can act on and use to inform strategy and decision making.Starting Price: $3.60 / employee / month -
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Coassemble
Coassemble
We are your first training platform for growing businesses. We're also much more than an online training platform - we turn people into the workplace hero by empowering you to deliver genuinely engaging training experiences your employees deserve, from beginning to end. Our exceptional customer service team is led by some of the industry's best US-based training experts! We'll show you how every area of our platform has been built to mold around your employees, allowing you to design a structured, visually stunning training experience that captures your employees' attention. With over 20+ course templates choose from, our incredible instructional designers have built a genuinely brilliant platform so you can create an excellent training course effortlessly. Drop your content into our onboarding template, marketing plan template, or sales playbook template, for example, and get started straight away – it is that simple!Starting Price: $49/month -
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SkyPrep
SkyPrep
SkyPrep is an intuitive online training software that helps organizations deliver, track, and optimize training to employees, customers, and partners with ease. Whether you are looking to onboard employees, train customers on your products, or keep up with compliance requirements, SkyPrep makes learning easy and effortless with its fully customizable and intuitive platform, along with its best-in-class customer support. Course delivery is quick and easy to set up by just dragging and dropping your content, and building the assessments that go with it. Everything is then tracked in real-time, and your users are self-guided with our automated emails and reminder system. All user scores, progress reports, and how their time is spent are consolidated into reports available to access at any time. Certification is also automated for bookkeeping. Other key features include Content Authoring Tool, Gamification, Knowledge Checks, AI-Like Chatbot, Skills Tracking. -
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Product Fruits
Product Fruits
Product Fruits is a no-code user onboarding platform for web-based apps. It allows you to onboard users and show them how to derive value from your product. Increase adoption, conversion & retention with: Interactive product tours & walkthroughs for guiding users step by step Hints, beacons & tooltips for highlighting new features, delivering tips & providing contextual support Onboarding checklists for showing users progress of their onboarding journey Announcements for publishing important news directly in your application Feedback widget to make it easy for users to report bugs and share ideas Life Ring Button for providing one centralized location for all your onboarding and support documentation as well as any 3rd-party chat widget Knowledge base for allowing users to solve problems without having to contact your support Custom events for triggering flows based on user behavior Segmentation for tailoring experiences to personas Analytics to understand user behaviorStarting Price: $79 per month -
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OnScreen
OnScreen
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. -
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Userlane
Userlane
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. -
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Eyelet
Eyelet
Eyelet is the fastest, easiest way to create powerful product tours, surveys, and in-app announcements. No-code software that increases your product’s stickiness. Create beautiful user onboarding guides that drive activation fast. Shine the spotlight on your new features with in-app product announcements and hotspots. Break complex onboarding processes into actionable guides and increase user satisfaction. Enable employees to understand and operate any software with on-screen guides. Convert free trials to paid users by creating interactive guides to walk new sign-ups through the steps to get started. Break complex onboarding processes into actionable guides and reduce time-to-value. We make it simple to collect and digest feedback and understand user sentiment. Conduct NPS surveys or create custom bots that fit your needs and utilize this data to make smart decisions about your product. Erase customer pain points with contextual product guides.Starting Price: $39 per month -
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EverAfter
EverAfter
You will no longer share spreadsheets with your customers or send endless emails with attached materials. Instead, you’ll focus on creating value. Use our widget-based creator to include call recordings, documents, KPIs, contracts, task lists, and so much more! Automatically generate hubs that include tasks, written resources, videos, surveys and what not. Onboarding new users is probably your CSMs' most time-consuming responsibility. So often they find themselves answering the same questions over and over again. Create an automated onboarding journey that feels personalized. Communication with customers is difficult because it takes place across so many channels and there is no single-source-of-truth. Too often, customers are reactive to their CSMs' efforts, resulting in a very long onboarding process and constant follow ups to complete necessary steps and master the product. -
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Onboard
Onboard.io
Organize, automate & manage customer onboarding from handoff to launch. Finally, software made specifically for customer implementation teams. Customer onboarding isn't meant to be one-size-fits-all. Every customer is unique, it's time to say goodbye to your inflexible templates. Onboard’s software uses variable customer requirements to create dynamic launch plans (aka Maps), saving endless time & energy and providing a truly customized onboarding experience. Stakeholders, both from your team (internal), and your customers' team (external) work off the same dynamic launch plans: providing end-to-end visibility, accountability and keeping everyone on the same page. Never again ask your team, "Where is this customer in the onboarding process?" Much of the onboarding process is repetitive, enable your team to launch more clients faster, with less effort. Provide consistent, reliable service & maximize customer ROI by reducing time-to-value.Starting Price: $99 per month -
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LearnRight
LearnRight
LearnRight is the smart LMS that grows with you. An all-in-one training solution that tracks learning retention and measures results, LearnRight helps to uncover and close knowledge gaps, empowering learners to utilize their new skills everyday. LearnRight integrates with any website, allowing you to create a completely seamless user experience from your website to your training courses. Your learners will never know they’ve left your site. At LearnRight, we understand that switching providers can be daunting, but our dedicated team makes the process seamless and stress-free. We ensure the smooth transition of your existing content, courses, and user data by following a well-structured migration plan. We created LearnRight as a learning management system that solves employee, partner, and customer training for organizations that value personalization and quality over a quick sale. When you work with us, you receive continual support from an onboarding specialist.Starting Price: $750/month -
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Mystro
Mystro
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. -
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GuideCX
GuideCX
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! -
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Bites
Bites
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.Starting Price: $3 per user per month -
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Tallyfy
Tallyfy
Tallyfy is Workflow Made Easy®. You can search everywhere – but you won’t find a more satisfying product that automates all your workflows, forms, tasks, processes, approvals and even documents. Tallyfy integrates beautifully with your existing apps. See what customers say. Tallyfy is a workflow and process management platform that lets you capture and automate every process in your company without coding, without flowcharts and without complexity. Many flowcharts, documentation tools and project management tools are pretty but ultimately – useless. Choose a task automation system that’s pretty and useful. If you want to permanently eliminate stress at work – start Tallyfying now. Capture tribal knowledge into a system. Create blueprints you can actually run – without complex flowcharts, messy documents or code. Training and automation has never been this powerful and easy. -
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JigsawStack
JigsawStack
AI APIs for everyone. At JigsawStack, we're committed to building finely-tuned custom models that take the heavy lifting off your shoulders. Our APIs are designed to seamlessly integrate into any tech stack, enabling you to ship faster and focus on what truly matters—innovating your product. One of our most popular offerings is the AI Scraper API, which intelligently scrapes websites without the need for custom CSS selectors, saving you time and effortStarting Price: $27/month/user -
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Symantec Data Loss Prevention
Broadcom
DLP gives you complete visibility and control over your information - wherever it lives and travels – and prevents insiders from exfiltrating sensitive data such as customer records and product designs. Monitors for policy violations and risky user behavior across control points at all times. Prevents and deters end users from leaking data with real-time blocking, quarantining and alerts. Allows you to respond quickly and efficiently when critical data loss happens with automated incident remediation workflows and one-click SmartResponses. Gives you flexibility to fine-tune policies to balance security and end-user productivity. Provides visibility and control over data t rest and in use in cloud apps, helping you uncover Shadow Data. Leverage your existing DLP policies and workflows to extend finely-tuned rules and business logic to cloud control points such as Office 365, G Suite, Box, Dropbox, and more. -
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Mitek
Mitek Systems
Mitek Systems is a leading provider of AI-driven identity verification and fraud prevention solutions designed to secure digital interactions across industries. Their platform offers seamless integration of biometric authentication, identity verification, geolocation, and fraud detection tools to protect customers at every touchpoint. Key products include biometric liveness detection for face, voice, and documents, check fraud detection, and passwordless authentication. Mitek’s solutions help businesses reduce financial losses by preventing account takeover and synthetic identity fraud while ensuring compliance with regulatory mandates such as KYC and AML. The company’s user-friendly no-code platform accelerates deployment and boosts customer confidence with simple, secure user experiences. Trusted by over 7,900 organizations worldwide, Mitek continues to innovate in identity verification and fraud defense. -
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Onthen
Onthen Limited
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.Starting Price: $19/user/month -
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OnRamp
OnRamp
Go live faster and improve adoption, powered by an amazing customer experience. OnRamp infuses world-class customer onboarding into your DNA. That breeze at your back sure feels nice. OnRamp gives you full control over your brand identity and unique processes to deliver a seamless customer journey. The best part? You never have to bother your engineers for changes. Keep momentum strong and excitement high by vanquishing the drudge factor. OnRamp makes change management engaging and can even help course correct if things start to go off track. OnRamp acts as an extension of your team, freeing you up to get back to the high-value work of making your customers successful. It's all been designed to iterate and replicate what works best, every time. -
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Hubflo
Hubflo
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.Starting Price: $55/month -
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Aligned
Aligned
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.Starting Price: $29/seat/month -
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Canyou
Canyou
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.Starting Price: $30 per month -
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TaskRay
Bracket Labs
Your Ticket to First Class Customer Onboarding. There’s a reason we're the best Salesforce-native app for customer onboarding. Our TaskRay in 60 seconds video covers the 4 critical steps and best practices for onboarding, just a few of the things that set us apart. TaskRay is the Leader in Customer Onboarding in Salesforce. TaskRay, an innovative customer onboarding and project management solution, helps companies manage their onboarding and implementation processes, drive greater efficiencies, and create unmatched customer experiences—all within Salesforce.Starting Price: $19.00/month/user -
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ZignSec
ZignSec
The best solution to business tasks of KYC, AML and verification procedure. Our software verifies over 3,000 government-issued documents from more than 190 countries. That's millions of verified identities a year and a lot of people working behind the scenes to help make the lives of millions, and one day billions, of people safer online. Automate the KYC & AML. Utilize the best customer experience. Award-winning customer due diligence software designed by ZignSec: 👉 Perform the verification quickly and in automated mode to give your users a great experience. 👉 Receive full compliance with the regulations and standards of eKYC with the platform that has successfully completed an audit by Big4. 👉 The best document recognition on the market, including non-Latin languages. 👉 Save money if your customer needs more than one attempt at verification. -
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Checkin.com
Checkin.com
Handling signups, identity and logins is a complex task in a globalized world. Checkin lets your customers get the best possible experience irrespective of country or device. Grow faster with optimized signups. Identify your customers across the globe. Let existing customers log in with ease. Check-ins remain an overlooked part of the onboarding process for most brands, leading to slower growth and lost revenue. Brands that deliver the optimal check-in experience for every user gain a crucial advantage against those that rely on outdated solutions. The average attention span for consumers online is dropping year after year. Many potential customers lose interest before they actually become customers. The check-in experience needs to be optimized for different end-users with different preferences on different devices in different languages. Our software optimizes and localizes your flows on an extremely granular level using advanced machine learning. -
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Hyarchis
Hyarchis
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. -
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Bonder
Bonder
Build client-facing onboarding playbooks, share them with your new clients and improve their onboarding experience. Usually, companies have internal onboarding playbooks and clients don’t have enough visibility, which decreases accountability. With Bonder, you can create your onboarding playbook(s) and share unique versions with your different clients. Therefore, they know all the required steps, the owners and deadlines. A sale isn’t complete until your client has experienced your product core value and understands how your product can improve her life or business. Automate your onboarding process with tasks and reminders, ensuring a faster adoption and increasing long-term retention. Hand-offs are generally conflictive. Your company needs to ensure a smooth transition between the Sales and Client Success teams. Simultaneously, the buyer persona from your clients’ company isn’t necessarily the user persona. With Bonder you can determine owners and set automatic reminders. -
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AcademyOcean
AcademyOcean
AcademyOcean is a smart LMS platform for employees, clients, and partners' training. It's a perfect toolkit to launch your Corporate University or product Academy. The Academy's UX and UI are simple and clear, allowing you to launch your training portal without developers and designers. AcademyOcean team regularly consults with L&D specialists from companies such as Intel, Bosch, Deloitte, and Cisco, with Dave Ulrich and other experts. It allows them to create and implement technologies like dynamic content, multi-training portals, customizable interface, etc., into their learning management system. With AcademyOcean you can make the experience of each user unique and personalized to make learning effective, interesting, and engaging. AcademyOcean is already used in 25 countries around the world. And has a globally distributed team to provide qualified support to all customers. Book a demo with an AcademyOcean expert to know how we can help your company!Starting Price: $300 per month -
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Micromerce
Micromerce
Micromerce is a modular cloud software platform that streamlines and automates the end-to-end processes of client or partner onboarding, data migration, enablement, and support. It provides a unified onboarding portal, back-office management system, and automation layer so organizations can manage, track, and automate every onboarding task, from sales hand-off through activation, while giving clients a clear step-by-step view and reducing manual coordination. For data migration, it offers an integrated toolkit that supports any source format, automatic transformation and mapping, built-in validation dashboards, and full transparency over migration quality and status. In the support and enablement domain, Micromerce includes AI-powered workflows, ticket deflection, embedded contextual guidance, and analytics to reduce support load and accelerate customer activation. -
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Uniify
Uniify
Uniify helps you simplify the process of gathering customer data, meeting KYC, KYB, and credit assessment requirements while saving time, reducing costs, and elevating the customer experience. We help our customers make smarter business decisions with digital solutions that make the onboarding process significantly faster, cheaper, and simpler. With our customized digital onboarding flow, you are guaranteed a better, more secure and smooth customer experience that retains customers and increases revenue. Most of our customers save over 80% in development costs with our solution. We help reduce costs of development, operation, and maintenance without sacrificing quality. No two customers are alike. Use our no-code form builder to build your very own customized forms. With our advanced form builder, you can connect all different sources, create custom onboarding forms and combine them into dynamic onboarding flows. -
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Infosys Meridian
Infosys
Infosys Meridian, a Live Enterprise Workplace Platform, helps companies reimagine experiences in the work-from-anywhere era. The platform is part of Infosys Cobalt and enables enterprises to evolve into a remote-first, hyper-productive anywhere workplace that deepens stakeholder engagement, streamlines work processes, and enhances productivity. Designed to make processes simpler and smarter by adding context to every interaction, and with capabilities such as asset discoverability and digital prototyping. Powers intelligent operations for digital workers, nudging them for better decision-making, guiding them with productivity patterns, and empowering them with playgrounds to test, learn & succeed. Delivers simulated live experiences in an immersive virtual environment allowing for seamless engagement across employees, clients, and value chain partners. -
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Docupace
Docupace
Docupace is a solutions provider focused on digitizing and automating operations in the financial advice and investment industry. Financial services firms use the Docupace Platform (a cloud-based, integrated software suite) to reduce back-office expenses, improve efficiency, strengthen recruiting, and enhance the experience of advisors and their clients. The Docupace Platform is an adrenaline shot for thriving advisory & investment firms. Deploying our dynamic, scalable platform empowers firms to: Bring on more advisors; Improve client satisfaction and confidence; & reduce costs & headaches in the back office. The Platform isn’t a single point solution that only solves a specific problem—it eliminates friction from the system. With dynamic workflows that bridge the gaps between investors, advisors, and the back office, the Docupace Platform keeps everyone on the same page, reduces admin time, eliminates errors, lowers costs, & turns common complaints into satisfying interactions. -
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Start Hotspot
Start Hotspot
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.Starting Price: $48 /Year /AP -
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Jimo
Jimo
Target specific & segmented groups of users based on attributes, behavioral data, and momentum. Recruit participants for user interviews in context! Connect Jimo to your Calendar and let the automation do the magic. Engage your users in a laboratory where they can give feedback on surveys, figma design, maze concept, typerforms and more. Make sure users are aware of new features. Publish your latest updates, and improvements. Display it in-app as a topbar, a pop-in, or a snippet to boost engagement. Improve user engagement by sharing your latest product updates, new features, bug fixes, and more in a well-designed changelog.Starting Price: $99 per month -
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Verify 365
Verify 365
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.Starting Price: $2,50 per verification -
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SmartKarrot
SmartKarrot Inc
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. -
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Uzera
Uzera
Uzera is a modern onboarding and customer engagement platform designed for SaaS and digital product teams. It enables you to build interactive product demos, guided tours, smart onboarding checklists, and in-app surveys without writing code. With Uzera, you can show new users the right features at the right time, accelerate activation, and reduce early drop-off. The platform includes DemoX for creating clickable, website-embedded product demos that help prospects explore your product instantly. In-app tours and checklists guide users through essential workflows, while surveys and NPS tools gather real-time feedback directly inside the product. Uzera also includes behavioral analytics to track user journeys, feature adoption, engagement patterns, and drop-off points. These insights help product, marketing, and customer success teams optimize onboarding, improve retention, and drive product-led growth. Uzera integrates seamlessly with popular CRMs, analytics tools, and more.Starting Price: $99/month -
41
VENMATE
VENMATE
Elevate your customer lifetime value with VENMATE, the all-in-one platform that drives satisfaction, customer retention, and growth. Gain a 360-degree view, anticipate needs and turn every customer into a champion. Gain deep insights into customer behavior and preferences to enhance satisfaction and loyalty. Streamline your customer success operations to enhance efficiency and deliver outstanding experiences. Boost your bottom line by reducing customer churn and maximizing upsell opportunities. Accelerate your time to value with VENMATE’s streamlined onboarding and implementation module. Our platform ensures you never lose track of tasks, leveraging playbooks to provide a structured and efficient onboarding experience. Centralize your customer data from various tools and help your customer success team document every interaction seamlessly with VENMATE. Guide your customers effectively on their journey, gathering valuable feedback to continuously improve their experience. -
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Veridas
Veridas
Don’t fall behind and start offering agile, comfortable, and secure digital onboarding processes. Nobody wants to have to remember passwords, carry keys or ID cards. Start operating with the confidence of a company that has performed more than 50 million onboardings and counting! Our facial biometrics technology allows you to operate securely in the digital world by simply being you. Our voice biometric technology is at the forefront for small, big details that are hard to beat. With Veridas you can incorporate global document verification into your digital onboarding processes. Our fraud prevention technology is better than any manual process you can imagine. We verify that people are who they say they are to deliver a digital transformation that is secure and reliable. -
43
Frontline Central
Frontline Education
Frontline Central, software to manage all the employee-related forms and information in your school district. Frontline Central brings all your Frontline human capital management solutions together. With a centralized self-service home page to display vital employee information from across Frontline’s HCM suite and highlight items requiring attention, you’ll save time, maintain compliance, and empower employees to manage their own information. Find the information you need and take action right from a centralized home page, from monitoring expiring credentials to filling absences to approving PD requests. Make new hire onboarding, employee contract renewals, and more much easier with automated, paperless forms and customized workflows. Easily manage employee demographic information in one place with less navigation. Save hours by and improve compliance by securely storing and accessing important district forms and paperwork. -
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Benbria Loop
Benbria
Increase retention and customer loyalty by improving the experience in real-time with visibility into performance. Escalate and remediate situations as they happen using in-moment feedback and offer solutions to problems customers are facing at the time. Share live feedback, benchmarks and reports with your entire team to create a culture that is customer-focused and promotes continuous service improvement. Set brand standards across all locations and compare results. Define action plans based on real data and enable your front-line staff to understand the customer experience. Use guest feedback to improve the impact of employee training by focusing on what matters most to customers. From service to cleanliness, staff friendliness and food quality, know the areas that matter most to your customers and have ability to make informed decisions to improve their overall experience. -
45
idwall
idwall
Convert more clients, improve user experience, reduce fraud, and obey regulatory demands. Our Background Check, Document OCR, and Face Match solutions make your processes more secure and up to ten times faster. Your client sends a picture of their driver’s license (CNH) or identity card (RG) and we do the rest. We extract data from the image of a document using OCR (Optical Character Recognition) and check if the data is accurate on public sources. All that is done automatically, making your onboarding quicker, safer, and slicker. Your client sends a picture of their driver’s license (CNH) or identity card (RG) and we do the rest. We extract data from the image of a document using OCR (Optical Character Recognition) and check if the data is accurate on public sources. All that is done automatically, making your onboarding quicker, safer, and slicker. -
46
Regale
3Sharp
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.Starting Price: $960 per year -
47
Global RADAR
Global RADAR
Our innovative, customizable application and dedicated support team make us the premier solution to address operational and compliance requirements. Global RADAR is the leader in client onboarding, customer due diligence and transaction surveillance. We make it easier to open accounts in a secure digital environment while ensuring compliance with global regulatory requirements and leverage sophisticated analytics to ensure suitability of clients profiles. Global RADAR is built on four solid pillars of compliance, customer due diligence, document management, watch list screening, and transaction surveillance. -
48
Intapp Intake
Intapp
Quickly capture critical risk-related information about your new and recurring business with Intapp Intake. Conduct thorough due diligence with speed and accuracy, using modern business processes, including dynamic risk-based questionnaires, workflows, and scoring models that integrate with your other systems and trusted third-party data sources. Collect information and assess risk with greater speed and accuracy. Align your onboarding decisions with your firm’s strategy. Centralize the critical information and processes that protect your firm. Design better processes with dynamic workflows, forms, and approval routing. Enforce firm policies through the automated creation and collection of engagement letters. Streamline the collection of external information for internal risk assessment processes, such as lateral hires or AML. Align onboarding decisions with your firm’s risk appetite using defined risk-scoring metrics. -
49
Binderr
Binderr
Streamline your compliance process and drive efficiency. The market-leading platform with live data sync and custom questionnaires. AI-powered facial recognition technology and identity verification. Biometrics and NFC-based authentication with global coverage. Proof of address checks and iBeta certification. Onboard clients digitally with ease, eliminating the need for certified copies. Create your customizable questionnaires using your firm’s branding. Select questionnaires from our template library. Data is live-synced with the client profile and risk assessments. Fully customizable risk assessments tailored precisely to each firm's unique risk tolerance. Get daily updates on jurisdictional risk from more than 10 sources. Whether you’re a small firm or a fully distributed compliance team around the world, Binderr allows you to focus on what truly matters, your clients and your growth. -
50
Synchronoss
Synchronoss Technologies
Operators around the world use our cloud platform to offer a premium, feature-rich, branded, cross-platform cloud back up and sync service. But for them, cloud means much more than just storing and syncing data. They are using our platform to launch and bundling new premium service offerings and device experiences that: Expedite time in retail for upgrading devices, protect lost/damaged devices and data, create a simpler online on-boarding and set up for new devices, create new revenue opportunities. As the preeminent, white label cloud provider, we give Operators a feature-rich application and cloud services platform to store and sync subscriber content, while improving the overall content management experience and creating new revenue-generating service offerings. Our mobile content transfer application gives subscribers a cross-platform, easy to use experience to wirelessly transfer personal content from an old device to a new device.