11 Best Client Onboarding Software for Agencies & Teams

Last Updated on July 12, 2025 by Owen McGab Enaohwo

client-onboarding-software

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Nothing beats the feeling of landing a new client. It’s a huge win that leaves you excited. However, that feeling of excitement can quickly turn sour if the client onboarding process goes wrong. How you onboard a client shapes the entire client relationship.

We’ll be the first to admit that it is not the easiest process. Even the best teams sometimes struggle with onboarding clients, from collecting data and outlining the process to sending numerous emails and tracking progress. 

This is why every smart business owner needs client onboarding software. Consider it your trusted assistant helping you streamline and automate the entire process. As great as this sounds, choosing the right software can be very overwhelming. There are countless options to choose from.

In this guide, we’ll explore the best client onboarding tools that’ll help you document, streamline, and automate your process so you can scale your client operations. Let’s get started.

But first, here is a list of the best 11 client onboarding tools for businesses.

  1. SweetProcess
  2. Softr
  3. Dock
  4. Ahsuite
  5. Clinked
  6. SuperOkay
  7. LastPass
  8. Whatfix
  9. Loom
  10. Rocketlane
  11. Arrows

Want to finally let go of unstructured onboarding plan that leaves your clients dissatisfied? Try SweetProcess now for free. It is the best tool for onboarding clients and scaling business operations.

Table of Contents

11 Best Client Onboarding Software & Tools

Why You Need a Client Onboarding Tool for Your Business

Things To Consider When Choosing a Client Onboarding Software

How Businesses Manage Client Onboarding Seamlessly With SweetProcess

Which Client Onboarding Tool Should You Choose for Your Company?

11 Best Client Onboarding Software & Tools

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Finding the right tool for your business can be a hassle. That’s why we’ve simplified the process for you. We’ve compiled a list of the 11 best client onboarding software tools just for you.

Read through and find your best match. Let’s go.

1) SweetProcess: Best Client Onboarding Software for Process Documentation

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Whenever you think of client onboarding software, SweetProcess should be the first tool that comes to mind. Its robust features make it easy for you to document and automate your processes, assign tasks to clients and manage them, create an onboarding workflow to guide your clients, document your policies and procedures, and build a knowledge base for self-help.

SweetProcess has every feature a client onboarding software should have to give you the best results. Among its many features is SweetAI, a SweetProcess AI tool that streamlines the entire process. It integrates with over 1,000 apps, allowing you to collaborate in real-time, embed files and videos into your processes, enable security checks with two-factor authentication, and more.

The best part is that it is suitable for all kinds of businesses, from small businesses to large enterprises. It also offers one of the most affordable plans available, with a single pricing plan that provides access to all features.

Let’s take it a step further and see some of these features in action. We will explore some of the features of SweetProcess below:

Educate New Clients on Your Company’s Procedures and Processes

SweetProcess enables you to create procedures and organize them into a process, providing your clients with a step-by-step guide that they can access at every stage of the process. Your clients know what to do, how to do it, and when to complete it.

Creating processes and procedures is extremely easy on SweetProcess. You can create a product in a few minutes. Thanks to SweetAI, all you have to do is input a short description of your procedure, and SweetAI creates one for you in seconds. You can make edits manually or instruct SweetAI to make specific changes until you are satisfied with the results. Yes, it is that easy.

Let’s walk through the process of creating a procedure together. First, you need to sign up for SweetProcess’s 14-day free trial here. Now that you’ve done that, let’s get started.

Step 1: Log in to your dashboard and click on “Create Procedure.”

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Step 2: Type in the title of the procedure you’re creating. You can click on the ‘Write with SweetAI” button to get your procedure written in seconds. If you’re not sure of what procedure to create, SweetAI will give you suggestions based on your industry.

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Step 3: If you’re creating your procedures manually, add each procedure step by step. Enhance your procedure’s visual appeal by incorporating videos, links (including links to other procedures and policies), and images into the document. If you asked SweetAI to create your procedure, edit it to make the necessary changes. You can tell SweetAI to make the changes for you via the AI Chat box.

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Step 4: Once you’ve completed the changes, you can request approval, approve the procedure, and notify your clients, or approve and request sign-off. Click on any of the approval options. Once it is approved, it goes live.

Create a Client Onboarding Checklist That’s Easy To Follow

Apart from the detailed procedures, you can also create onboarding checklists that your clients can follow. They can tick off each step when they complete it. You can create the checklist from scratch or edit the blank template provided by SweetProcess for its new user. This is just one of the many checklist templates on the platform.

To create your client onboarding template easily, follow these steps.

Step 1: Access the blank checklist template here and click the “Add to my account” button.

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Step 2: Log in to your account. You will find the checklist on your dashboard alongside other documents. Click on “Blank Checklist” to open it.

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Step 3: Click on the “Edit” button in the top right corner of the page.

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Step 4: Edit the checklist. Change the name and edit the steps to include the company’s onboarding process. You can ask SweetAI to make the changes for you.

Note: The highlighted red portion in the picture below is the SweetAI chat box.

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Step 5: Click on “Approve” when you are done with the edit. A drop-down will appear, giving you the option to request approval, approve, notify your clients, or request sign-off. Choose your preferred option.

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Once you approve, your checklist goes live.

Build an Internal Knowledge Base for Your Clients

SweetProcess does more than allow you to document your processes. You can create a centralized knowledge base with all the necessary documents and information your clients need during onboarding. This includes videos, checklists, FAQs, documents, and so much more.

Your content can be filed under different categories, making it easy to find. SweetProcess also features an advanced search function that enables your clients to find the content they need with just a few clicks.

Creating a knowledge base is a straightforward process. This is how you do it.

Step 1: Log in to your dashboard. Click “More” and choose “Knowledge Bases” from the drop-down menu.

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Step 2: Click on “Create Knowledge Base.”

Step 3: Input the title of your knowledge base and click on “Continue.”

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Step 4: Customize your knowledge base to suit your preferences and those of your clients. On this page, you can change the theme of your knowledge base, edit control access, make the knowledge base public or open to a few people, customize text blocks to suit your brand’s identity, and create a custom domain for your knowledge base.

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Step 5: Create categories for your files. Click on “Create category” and name it.

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Step 6: Click on “Add new Article” to upload your preferred document, policy, or procedure into the knowledge base.

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Add as many documents as you want. You can also add more categories. When you are done, you’ll have a knowledge base for your clients.

Assign the Client Onboarding Process to a Team Member

You can assign the client onboarding process to team members. The process is straightforward and can be completed in just a few simple steps.

Step 1: Log in to the dashboard and click on “Tasks.”

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Step 2: Click on the “Assign task” button.

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Step 3: Choose a process you want to assign and click on “Next.”

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Step 4: Assign the tasks to team members. You can assign team members to steps within the process. You can also assign processes with read-only permission.

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Step 5: Add a due date to the task and indicate if it will be a recurring task. Click on “Assign Task” to complete the process.

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You don’t have to rely on our word alone. Talk is cheap. See these features for yourself and test them out now for free.

2) Softr: Best Client Onboarding Software for a No-Code Onboarding System

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Image credit: softr.com

Softr is no-code client onboarding software that helps small businesses onboard clients faster. It turns information from spreadsheets or other data sources into a customizable client portal that centralizes all client onboarding task. It has a friendly interface, a drag-and-drop builder, and integration with third-party tools like HubSpot.

Thanks to its customization features, you can easily design and map tasks to existing databases. It also helps you invest in the specific features you need to fulfill your client onboarding needs.

Features of Softr

Some of the features of Softr include:

  • Document management
  • Security and permissions management
  • Project management
  • Forms
  • Robust UI and brand customization
  • Workflow automation
  • Client communication

Softr Pricing

Softr has five pricing plans.

  • Free plan
  • Basic plan: $49 per month
  • Professional plan: $139 per month
  • Business plan: $269 per month
  • Enterprise: Available on request

3) Dock: Best Client Onboarding Software For Collaborative Workspace

If you are looking for client onboarding software that provides a collaborative workspace for your team and clients, Dock is the right tool. It is perfect for companies with a robust client onboarding process. Features like personalized project timelines and customer success plans make it easy for businesses to create onboarding plans that span multiple weeks.

It allows you to consolidate all your onboarding resources, like Kanban boards, implementation checklists, new user guides, and walk-through videos, into a personalized user onboarding platform for each client.

Features of Dock

Some of the features of Dock include:  

  • Customization and branding
  • Surveys and order forms
  • Project management
  • File sharing and management
  • Client communication channels
  • Integrations with third-party tools

Dock Pricing

Dock has four pricing plans. They include:

  • Free plan (for individuals and small teams)
  • Standard plans (for startups): $350 per month
  • Premium plans (for companies): $750 per month
  • Enterprise (for bigger companies): Contact the team for pricing

4) Ahsuite: Best Client Onboarding Software for Business Management

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Image credit: capterra.in

Ahsuite helps you manage your business and onboard clients with its clean and simple client portal. It is a great option for small businesses, agencies, and service businesses. Its clean and minimal design makes it easy to navigate the portal and find what you need.

With the portal, you can build task lists to guide clients through the onboarding process, share login credentials and important documents with client stakeholders, and customize the new user experience for different types of clients. Businesses, however, have to embed codes to add content from tools to Ahsuite pages instead of third-party integrations for data syncing.

Features of Ahsuite

Some of the features of Ahsuite include:

  • Integrations with third-party tools
  • Document management
  • Task management
  • Collaboration tools
  • File management and sharing
  • Client messaging

Ahsuite Pricing

Ahsuite has four pricing plans. They include:

  • Starter plan: Free
  • Grow plan: $8 per month
  • Professional plan: $17 per month
  • Agency plan: $29 per month

SweetProcess has only one plan that gives you access to all its premium features. You can access it here now for free!

5)  Clinked: Best Client Onboarding Software for Streamlined Collaboration

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Image credit: clinked.com

Clinked is cloud-based client portal software that prioritizes collaboration. Its client portal enables organizations to manage the onboarding process. It features additional capabilities that enable you to collect data, sign documents, and manage file sharing.

Thanks to its bank-grade security, all data collected is very secure. This is beneficial for clients with sensitive information. With Clinked, you get to choose between a custom solution that requires a tailored design process or a quick portal setup with basic customization features.

Features of Clinked

Some of the features of Clinked include:

  • Client portal
  • Task management
  • Access and permissions
  • Data protection and compliance
  • Document management
  • Customization
  • File sharing

Clinked Pricing

Clinked has four pricing plans. They include:

  • Lite plan: $119 per month
  • Standard plan: $299 per month
  • Premium plan: $599 per month
  • Enterprise plan: Contact the team for price

Note: Clinked offers a free 10-day trial.

6) SuperOkay: Best Client Onboarding Software for Customizable Client Portal

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Image credit: superokay.com

SuperOkay is a client onboarding software with a customizable portal that allows businesses to onboard clients, share designs, manage files, and collaborate on projects. Organizations use this tool to collect onboarding documents, provide clients with clear project timelines, and give access to shared resources.

You can also use it to create interactive proposal templates or brief questionnaires to align project expectations once a client is onboarded. The client portal enables you to customize the onboarding process to incorporate your preferred fonts, logos, and branding colors.

Features of SuperOkay

Some of SuperOkay’s features include:

  • Branding customizations
  • Collaboration
  • Document management
  • Project and task management
  • Interactive documents

SuperOkay Pricing

SuperOkay has four pricing plans. They include:

  • Free: $0 per month
  • Solo: $12 per month
  • Solo+: $38 per month
  • Business: $146 per month

7) LastPass: Best Client Onboarding Software for Password Management

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Image credit: lastpass.com

LastPass is a password management software that is known for its client onboarding features. It enables you to generate, store, and share credentials easily and securely. It has a zero-knowledge security infrastructure that ensures data protection and privacy. Its SaaS monitoring feature eliminates blind spots with complete visibility and control over your company’s SaaS footprint.

Consider this option if you’re looking for a client onboarding tool that prioritizes data security. It is easy to use, cost-effective, and has multifactor authentication capabilities.

Features of LastPass

Some of the features of LastPass include:

  • Encrypted password storage
  • SaaS monitoring
  • Integrations
  • Security dashboard
  • Credential management
  • Password synchronization
  • Autosave and autofill

LastPass Pricing

LastPass has five pricing plans. They include:

  • Premium plan: $3 per month, billed annually
  • Families plan: $4 per month, billed annually
  • Teams plan: $.35 per user, per month, billed annually
  • Business plan: $7 per user, per month, billed annually
  • Business Max plan: $9 per user, per month, billed annually

It offers a 30-day free trial.

SweetProcess’s robust features enable you to document and manage your client onboarding process, all in one place. Try it out for free now.

8) Whatfix: Best Client Onboarding Software for Digital Adoption

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Image credit: whatfix.com

When you think of digital adoption software that allows you to onboard clients with in-app support and guidance, think of Whatfix. It does more than onboard clients; it drives software adoption, reduces launch time, and increases employee productivity. It enables self-service learning at every step of the onboarding process, saving you and your client time spent on training sessions and onboarding calls.

It also allows for customized onboarding flows to suit the needs of different client groups. Its analytics help you track your clients’ progress in the onboarding process.

Features of Whatfix

Some of the features of Whatfix include:

  • Course management
  • Self-service portal
  • Knowledge management
  • Reporting/analytics
  • Reporting & statistics
  • Training management
  • Task management
  • Access controls/permissions
  • Activity tracking

Whatfix Pricing

Whatfix has three main products categorized for pricing. Each product has different features. The pricing structure is, however, the same.

Whatfix has one pricing plan for mobile: the standard plan. It has three plans for web and desktop: standard, premium, and enterprise. The prices for all plans are not available to the public. You can request a demo or talk to sales.

9) Loom: Best Client Onboarding Software for Screen Recording

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Image credit: devchandra.com

Loom is not the regular client onboarding software. It allows teams and clients to record and share video messages, including screen recordings. This is for businesses that need to share their screen to visually walk clients through the onboarding process. This approach makes the client onboarding experience more engaging.

You can record yourself on camera or record your screen. Editing videos recorded on Loom is easy, and the videos can be shared or embedded in your workspace or knowledge hub. Its AI can automatically turn your videos and screen recordings into a document.

Features of Loom

Some of the features of Loom include:

  • Screen and webcam bubble recording
  • Screen sharing
  • Video embeds to other platforms
  • Comments and reactions
  • Video transcriptions
  • AI-powered video creation

Loom Pricing

Loom has four pricing plans. They include

  • Starter plan: $0 per user per month (billed annually)
  • Business plan: $15 per user per month (billed annually)
  • Business + AI plan: $20 per user per month (billed annually)
  • Enterprise plan: Available on request

10) Rocketlane: Best Client Onboarding Software for SaaS Client Onboarding

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Image credit: crozdesk.com

Rocketlane is a client onboarding software for professional service-based businesses to help increase client activation, collaboration, and user engagement. Its collaborative features enable organizations to kick-start projects, build automated onboarding workflows, communicate in real time, and track progress.

It acts like an internal project management tool. It is good for companies with complex onboarding processes where client onboarding tasks require a lot of back and forth with internal teams.

Features of Rocketlane

Some of the features of Rocketlane include:

  • Project management
  • Time tracking
  • Customer portal
  • Integrations
  • File and document management
  • Workflow automation
  • Branding customization

Rocketlane Pricing

Rocketlane has four pricing plans.

  • Essential: $19 per team member per month billed annually
  • Standard: $49 per team member per month billed annually
  • Premium: $69 per team member per month billed annually
  • Enterprise: $99 per team member per month billed annually.

Did you know that with SweetProcess, you pay $99 per month for a team of 20 active members? Check it out here and sign up for a 14-day free trial.

11) Arrows: Best Client Management Software for Personalized Onboarding

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Image credit: arrows.com

Arrows is superb for companies that already use HubSpot to collect client data and manage client relationships. It allows you to create a personalized onboarding process for each client that maps out the files, forms, and tasks they need to fill out and complete. This way, each client is fully aware of what they need to do before they begin a project with you. It also helps that the software has a modern and intuitive interface.

One of the biggest benefits of this software is its synchronization with Hubspot data. This gives room for seamless automations and reporting.

Features of Arrows

Some of the features of Arrows include:

  • Collaboration tools
  • Customer engagement
  • Task management
  • Configurable workflow
  • Customizable branding
  • Performance metrics
  • Real-time data

Arrows Pricing

Arrows has two pricing plans:

  • Growth plan: $500 per month
  • Custom plan: pricing available on request

Arrows also offers a 7-day free trial.

The different client onboarding tools on this list are the best you’ll ever find. It’s time to decide which tool best fits your needs in terms of features, output, and pricing.

Do you need a hassle-free and cost-effective tool you can begin using right away? Sign up for SweetProcess now for free.

Why You Need a Client Onboarding Tool for Your Business

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If you’re still contemplating whether or not you should get a client onboarding tool, let us help you out. The answer is yes, you should! There are a lot of benefits you’ll enjoy, not just in the moment but also in helping achieve your business’s long-term goals.

Below are some reasons why you need a client onboarding tool.

  • Lower Cost and Less Time Spent on Low-Impact Work

Consider your client onboarding tool a trusted assistant that helps you do all the boring stuff so you can focus on completing more high-impact tasks. It can also avoid manual data entry, miscommunication, and repetitive errors. It takes away routine administrative tasks and gets your clients settled in.

  • Consistent Onboarding Across Your Client Base

With a client onboarding tool, every client enjoys the same high-quality professional and smooth onboarding experience. There is no room for human error, like skipping a step in the process or forgetting to relay important information to the client. Instead, it ensures consistency across the board.

  •  Strong Data Hygiene

A client onboarding tool keeps all your important client data, including client info, contracts, etc., in one place. It streamlines your client information into a structured system that is easy to organize and easily accessible to your clients. You do not have to search through scattered files and data to find important information.

  •  Enhanced Security Compliance
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Client onboarding software has security measures in place, such as encryption, permission controls, and secure document storage, that safeguard sensitive client information. It also helps to automate the document collection process and compliance checks to prevent client risks or penalties.

  • Scalable Communication

As your company grows, you’ll find it harder to keep up with client interaction and track their progress. Your client onboarding tool makes it easy to scale and preserve that level of excellence your customers are used to. Features like automated workflows, client portals, and self-service options make communication seamless.

All these benefits will give you a business with satisfied customers, an efficient process, and increased revenue in the long run. Tell us again, why were you doubting getting one in the first place? Do the right thing. Get your business a client onboarding software.

If you desire client onboarding software that’ll provide you with these benefits and more, check out SweetProcess today. Enjoy premium features for free.

Things To Consider When Choosing a Client Onboarding Software

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You need to be sure that you are making the best decision for your company when choosing your client onboarding tool. If it doesn’t meet your business needs, then it’s probably not the best tool for you.

Here are some of the features your client onboarding software must have:

  • Customization and Personalization

Your business is different from anyone else’s. Your onboarding tool should have personalization features that allow you to tailor the onboarding progress with custom branding, communications, workflows, or UI that match you and your clients’ preferences.

  • Automated Workflows

Your client onboarding tool is useless if you can’t automate the boring and repetitive tasks, so you have more time to focus on giving your clients the best customer experience. Even when you are busy with other things, the client onboarding process goes on seamlessly.

  • Task Management

Client onboarding software, such as SweetProcess, enables you to manage tasks effectively. You can assign different tasks to your clients, guiding them on what steps to take, track their progress to see who is stuck and needs help, and both you and your clients get auto-reminders for tasks.

  • Document Management

This is an essential feature for any client onboarding process. With the right software, you can let go of manually managing your documents. Features like version control, centralized storage, e-signatures, search functions, etc., make managing documents seamless.

  • Forms

Your client onboarding software should help you create forms to collect any information or feedback from your clients. These forms should be integrated into the workflow. Tools with customization features allow you to customize your forms to suit your brand.

  • Communication Channels
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Poor communication can derail the client onboarding process. The software you choose should give you and your clients access to primary communications channels. It should also provide logs of previous client interaction and notify you when clients send a message.

  • Integrations

The best client onboarding software is one that integrates third-party tools like a primary client relationship system, project management tool, billing platform, payment processor, calendar, and more. This makes the onboarding process a lot easier.

  • Security and Compliance

Security is a must for every client onboarding software. Features like encryption, access controls, etc., are non-negotiable. Compliance features ensure that all collected data is compliant with government and industry regulations.

You can access all these features in one client onboarding software today. check out SweetProcess today. Click here to explore SweetProcess’s premium features for free.

How Businesses Manage Client Onboarding Seamlessly With SweetProcess

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At this point, you know that SweetProcess is the go-to client onboarding software.

SweetProcess’s robust features make it the perfect tool to seamlessly onboard new clients and manage existing clients.

Little wonder that many businesses have chosen SweetProcess as the top choice for onboarding clients. Let’s explore how businesses like yours use SweetProcess client onboarding features to achieve brand growth.

CFO Services Group, a management accounting firm, was having difficulty capturing the data and nuances of each client. Documenting with Microsoft Word was not cutting it. In the early stage, it was easy, but as the company grew, it became a hard feat to accomplish. The story changed when the company’s CEO, Manny Cosme, switched to SweetProcess.

Not only was he able to create streamlined workflows for a seamless process, but he could also assign and manage tasks, create a knowledge base, and document processes to serve as a guide for both the team and clients. SweetProcess helped them streamline their processes, which made scaling easy.

Another business that has enjoyed the SweetProcess transformation is MonteVista Homes, a company that builds custom homes for clients. Process documentation was a huge headache for them. This was affecting operations and customer onboarding satisfaction. Manual documentation did not provide a solution.

The president, Luke Pickerill, looked for other solutions, but none came close to SweetProcess. In his words, “I’ve gone from needing to spend a whole week of training someone to a couple of hours training someone because of the SweetProcess libraries that we were able to create.” They were able to streamline their workflow, effectively document processes, and create a reference point for information that everyone could access.

Whether you’re a business starting out or a company expanding, SweetProcess provides you with tools to onboard clients and employees, track their progress, and increase the company’s performance and output through optimized workflows.

If you haven’t tried SweetProcess yet, now is the time to do so. Take advantage of the 14-day free trial period.

Which Client Onboarding Tool Should You Choose for Your Company?

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Now is the moment of truth. You can’t put off choosing your customer onboarding software any longer. We have laid out the best options before you. It’s time to choose. If you’ve been reading up until this point, then we are sure you already have a tool in mind.

Whatever software you choose, make sure that whatever tool you pick will fit your company’s needs, help you streamline your onboarding process, capture client information, track client progress, and offer security measures to keep client data secure.

If you’re looking for a tool that does all these things, then SweetProcess is the right choice. It is a no-brainer. Here’s the best part about using SweetProcess: it doesn’t stop at automating your client onboarding process; it’s a business management software that helps you manage the important aspects of your business in one place, so you can focus on what matters.

SweetProcess is the smart, cost-effective, and efficient choice.

Create a SweetProcess account in just a few clicks. Explore all its client onboarding and business management features today for free.

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