Teams | Collaboration | Customer Service | Project Management

Onboarding

15 Best Client Onboarding Software Options for 2025

Client onboarding is highly underrated—a big mistake. After all, it is the first real experience your clients have with your business. The customer onboarding process is a systematic approach that sets the tone for your company-client relationship. Done well, it builds trust, reduces churn, and turns first-time customers into long-term advocates. But let’s face it: onboarding clients is never a linear process. That’s where smart client onboarding software comes into play.

Achieving Successful Onboarding in B2B SaaS

Mastering the art of successful onboarding is critical, especially for B2B SaaS companies. An effective onboarding process not only helps in retaining customers, but also in boosting customer satisfaction and loyalty. The significance of onboarding becomes even more crucial when you consider the complexities involved in B2B customer service software.

Alternatives to GuideCX for Client Onboarding Software

Client onboarding is the cornerstone of building a solid customer relationship. Whether you’re a small business or an enterprise, the right client onboarding software can make all the difference in ensuring a smooth transition and high customer satisfaction. While GuideCX is a popular choice in the client onboarding software space, many alternatives provide compelling features for businesses seeking tailored solutions.

Virtual Onboarding That Sticks: How to Integrate New Hires Into a Remote Team's Culture

Onboarding new hires was already a challenge even before remote work became the norm. But now? It’s a whole different ball game. No more casual office chats or spontaneous coffee breaks to help new team members feel connected. Instead, they’re staring at a screen, trying to decode company culture through scheduled Zoom meetings and endless email threads.

Provider onboarding software: Streamline your hiring process

Provider onboarding software automates the process of adding new healthcare providers to a network, replacing manual tasks with digital workflows. This technology helps reduce administrative burdens, speeds up credential verification, and ensures regulatory compliance. Consider a large healthcare network struggling to manage its provider onboarding process. The HR team spends excessive time on manual paperwork, credential verification, and coordinating system access across departments.

How Asana uses work management for employee onboarding

A company’s onboarding process can make or break a new hire’s performance. No one knows this better than Mike Jordan, Asana’s Head of Growth and Impact. With 20+ years of experience under his belt, Jordan helps Asana create the right frameworks to help every employee thrive. His team covers four main areas: Together, these areas make up the entire employee experience at Asana—including the company’s best-in-class onboarding program.

Maximizing Employee Integration: Key Questions for Effective Onboarding Surveys

Onboarding surveys are essential tools that help organizations measure the effectiveness of their onboarding programs. By systematically gathering feedback from new hires, these surveys provide critical insights into the initial experiences and perceptions of employees. This feedback is crucial for refining onboarding strategies and ensuring that new employees feel valued and integrated from day one.

Employee Onboarding Automation: How to Set up an HR Workflow

Remember to look for the built-in HR workflow!. Human Resources automation takes various forms, one of them being employee onboarding. It makes sense: the onboarding process is critical in any employee's lifecycle, and in fact, 93% of new hires say that their onboarding process determines whether they will stay at the company. Employee onboarding automation is a clever way to speed up the process and improve employee experience while using fewer resources.

Streamlining Your Team's Growth: How to Automate the Employee Onboarding Process

Employee onboarding is the process through which new employees acquire the necessary knowledge, skills, and behaviors to become effective organizational members. The importance of a well-structured onboarding process cannot be overstated, as it directly influences employee retention, engagement, and productivity.