Logiciels d'onboarding client

Process Street est une solution de gestion des processus métiers BPM (Business Process Management) cloud qui permet aux organisations de créer des listes de contrôle et de traiter des documents pour des projets récurrents. La... En savoir plus

Pipefy est un logiciel d'intégration qui aide les équipes de RH à réduire le besoin de saisie de données et les processus manuels. Cette solution aide les équipes à automatiser les activités telles que la collecte des informations... En savoir plus

Designed for small to large pet sitting businesses, Time To Pet is a pet sitting software that helps manage client databases, appointment scheduling, customer invoices, employee payments and more. It allows managers to create,... En savoir plus

ChurnZero est une plateforme cloud de gestion de la réussite des clients qui aide les entreprises d'abonnement à comprendre la réception de leurs produits auprès des clients, à prévoir la probabilité de renouvellement des... En savoir plus

Clustdoc est conçu pour aider les entreprises des secteurs immobiliers, bancaires, comptables, de marketing, juridiques et de l'enseignement à créer des documents professionnels, à préparer des contrats et à enregistrer les... En savoir plus

Travitor makes it easy to create, deliver, and track training. Plus get hundreds of top-rated courses in Compliance, Business, Safety, and Personal Development included. Help your teams do great work with featured courses like... En savoir plus

Marble is a no-code solution to add a personalized learning component inside your product. Connect support materials with your product, automate onboarding, and engage with users on a new level. En savoir plus

Userlane is a no-code Digital Adoption Platform used to measure how employees use applications, identify areas for improvement and offer real-time guidance directly within any application. The Userlane platform is designed to... En savoir plus

WorkRamp is the All-in-One LMS that your employees, customers, and partners will love. Recently awarded #1 Top Rated LMS by The Motley Fool, WorkRamp allows enterprises to build robust training programs to deliver internal,... En savoir plus

After 40 years of digital project tools, a true automation system is finally here. Sorry for the wait. Moovila automates mundane tasks, optimizes resource management, and monitors risk 24/7 so you can prioritize delivering value... En savoir plus

GuideCX is a client onboarding and project implementation solution that helps businesses across education, finance, automotive and other industries engage with internal and external stakeholders. It allows employees to automatical... En savoir plus

Clientary is a full-suite app for teams to manage projects, hours, proposals, leads, invoices, payments, staff, and clients. Clientary is perfect for a professional services firm. From nurturing prospects with beautiful proposals... En savoir plus

Precursive OBX is a customer success and client onboarding platform. It features playbooks, collaboration, and analytics to help onboard customers quicker and more effectively. En savoir plus

TaskRay by Bracket Labs is a cloud-based project management and customer onboarding solution for Salesforce. The software being a native Salesforce app, enables businesses of all sizes to manage, support and track business... En savoir plus

Bites enable organizations to communicate with frontline employees, in a modern and authentic way. With Bites, business training and communication processes become interactive, casual and effective, so that the employees actually... En savoir plus

SmartKarrot is an Intelligent platform that Account Management and Customer Success teams use to drive Expansion, Retention & Advocacy in existing accounts. Specialties Customer Success, Reduce Churn, Survey, Customer Journey,... En savoir plus

Rocketlane is a customer onboarding platform that accelerates and streamlines customer onboarding and software implementation projects. Rocketlane ties together project management, document collaboration, and communication with... En savoir plus

Client Success is a one stop shop for everything related to customer success and client onboarding. Drive new customer growth while focusing on retention and renewal. En savoir plus

TocToc is an all-in-one platform to manage the entire customer journey, from client onboarding to customer engagement. It simplifies and digitalizes procedures to improve performance and customer relations. En savoir plus

Apty is a digital software and enterprise resource adoption platform that helps companies pinpoint performance problems of newly adopted software solutions. It enables a company's CIO, CTO, or application owner to eliminate pain... En savoir plus

Atlas is a Human Resources technology platform that allows you to easily onboard, manage, and pay employees globally, without the need for a legal entity in every country. HXM stands for Human Experience Management. We guide... En savoir plus

journy.io is an AI-powered platform that helps businesses bring all the product data together in one place and automate engagement triggers on high-risk accounts based on empirical customer insights. Key features include... En savoir plus

With Fullview you can solve customer issues way faster and create better customer experiences thanks to session replays and cobrowsing. With Fullview Replays, you can record all user sessions and instantly replay what your... En savoir plus

Intellek Deliver, the Digital Adoption Platform (DAP) can help you to overcome your onboarding challenges. Intellek Deliver is a context-sensitive training tool that can help you consolidate all your resources, streamline the... En savoir plus

1Centre is a B2B trade relationship platform for client onboarding. 1Centre eliminates paperwork, bringing the onboarding of SME customers digital through automation En savoir plus

CogniSaas is a client onboarding software solution with a customer-centric focus. Customer implementations can be delivered and customer escalations can be prioritized. En savoir plus

Mako Fintech is taking the wealth management industry by storm with digital solutions for dramatically improved efficiency. By taking administrative burdens out of wealth management, it promises to transform client experience,... En savoir plus

Regale is a platform for creating product demos as simulations of the live product. The Regale Studio desktop application (Windows only) lets the user do a screen capture of the live demo, then turns it into a click-by-click... En savoir plus

Walnut is a sales experience platform that allows B2B teams to create product demos. Users can personalize the sales process to provide a customer-centric experience while improving the sales team’s ability to close deals. En savoir plus