---
description: Discover and compare Free Client Onboarding Software Applications & Tools. Capterra is a free interactive tool that lets you quickly narrow down your software selection, contact multiple vendors, and compare platforms for your business.
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title: Free Client Onboarding Software - Capterra UK 2026
---

Breadcrumb: [Home](/) > [Free Client Onboarding Software](https://www.capterra.co.uk/directory/33476/client-onboarding/software)

# Client Onboarding Software

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> Client Onboarding Software (also known as Customer Onboarding Software) brings clients through the process of learning and implementing a recently purchased product or service.

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## Products

1. [Revver](https://www.capterra.co.uk/software/123400/revver) — 4.4/5 (1026 reviews) — Cloud-based AI document management system that helps mid- to large size organizations digitize, organize, find, and secure documents.
2. [Bigin by Zoho CRM](https://www.capterra.co.uk/software/204998/bigin-by-zoho-crm) — 4.7/5 (745 reviews) — Bigin is an affordable, user-friendly CRM that helps you give your clients a successful and hassle-free onboarding experience\!
3. [Fusebase](https://www.capterra.co.uk/software/147496/Fusebase) — 4.7/5 (179 reviews) — AI-native client portal and client collaboration platform for teams moving from legacy portals to AI-native client operations.
4. [ClientPoint](https://www.capterra.co.uk/software/120209/clientpoint) — 4.6/5 (167 reviews) — Top client relationship, onboarding, and e-sign platform provides collaborative workspaces for prospects, customers \& partners.
5. [Clientary](https://www.capterra.co.uk/software/1036462/clientary) — 4.7/5 (100 reviews) — Clientary is a full-suite app for your team to manage projects proposals and more.
6. [Scribe](https://www.capterra.co.uk/software/1030545/scribe) — 4.8/5 (41 reviews) — Scribe’s Workflow AI platform helps organizations work smarter and faster by documenting, scaling, and optimizing how work gets done.
7. [SmartTask](https://www.capterra.co.uk/software/149814/smarttask) — 4.6/5 (37 reviews) — SmartTask is a project management solution that helps users handle tasks, contacts, issues, IT processes, and more.
8. [Assembly](https://www.capterra.co.uk/software/214210/Assembly) — 4.8/5 (35 reviews) — CRM, branded client portal and AI app builder for professional service firms. Start for free today.
9. [Kompassify](https://www.capterra.co.uk/software/1022570/kompassify) — 4.7/5 (15 reviews) — Build fully personalized user onboarding experiences without writing a single line of code.
10. [CommandBar](https://www.capterra.co.uk/software/1040043/commandbar) — 4.9/5 (15 reviews) — AI user assistance platform that embeds into your product and helps your users.
11. [Revinova](https://www.capterra.co.uk/software/136485/revinova) — 4.6/5 (14 reviews) — Revinova is an AI-powered Clinical Trial Enablement Platform that uses Agentic AI to improve patient engagement, site readiness, protoc
12. [FitPros](https://www.capterra.co.uk/software/1087466/FitPros) — 5.0/5 (12 reviews) — Coaching platform for personal trainers, unlimited programs, clients, habits \& progress tracking. All the essential tools free forever.
13. [ScreenSpace](https://www.capterra.co.uk/software/1041697/screenspace) — 5.0/5 (6 reviews) — Deliver the simplicity, flexibility \& WOW factor needed to engage your customers, accelerate activation, \& drive adoption.
14. [journy.io](https://www.capterra.co.uk/software/218658/journy-io) — 4.8/5 (4 reviews) — Journy.io is a Customer Success Platform that helps SaaS businesses fight churn, increase ARR, retention, and expansion.
15. [ProcessKit](https://www.capterra.co.uk/software/196658/processkit) — 5.0/5 (2 reviews) — Processkit does REPEATABLE PROCESSES using the BEST approach in the industry. It will handle projects, but it SHINES on repeat...
16. [Bonboarding](https://www.capterra.co.uk/software/1062320/bonboarding) — 5.0/5 (2 reviews) — Bonboarding is a user onboarding platform that enables organizations to create product tours and streamline onboarding experiences.
17. [Cloud Coach](https://www.capterra.co.uk/software/176717/cloud-coach) — 5.0/5 (1 reviews) — Cloud Coach is a Salesforce-native project management and professional services automation software that helps users manage workflows.
18. [Humanagement](https://www.capterra.co.uk/software/1036409/humanagement) — 5.0/5 (1 reviews) — Humanagement is a simple yet robust tool to help people managers—CEOs \& HRs—save time and money.
19. [Flowla](https://www.capterra.co.uk/software/1044157/flowla) — 5.0/5 (1 reviews) — Flowla offers collaborative digital sales rooms for sellers \& buyers, with a powerful layer of AI and advanced automation built in.
20. [Ascendr](https://www.capterra.co.uk/software/1045910/ascendr) (0 reviews) — SaaS Customer onboarding platform with customer facing portal for real time updates.
21. [SankeyJourney](https://www.capterra.co.uk/software/1046566/sankeyjourney) (0 reviews) — User journey analysis tool generating flow charts or sankey diagrams that help optimize retention, and conduct engagement analysis.
22. [Compass](https://www.capterra.co.uk/software/1071308/Compass) (0 reviews) — Compass is a digital adoption tool with walkthroughs, knowledge articles, document libraries, and AI chatbots for on screen assitance
23. [Along](https://www.capterra.co.uk/software/1073815/Along) (0 reviews) — Cloud-based and AI-enabled buyer engagement tool that helps sales teams manage sales and onboarding processes to close deals swiftly.
24. [Access Approve](https://www.capterra.co.uk/software/1074266/Access-Approve) (0 reviews) — Access Approve software automates the B2B customer onboarding process through online trade credit application and assessment.
25. [Flows](https://www.capterra.co.uk/software/1077224/Flows) (0 reviews) — Flows is a digital adoption platform that helps companies create engaging onboarding and user engagement experiences.

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## Related Categories

- [Knowledge Management Software](https://www.capterra.co.uk/directory/30094/knowledge-management/software)
- [Collaboration Software](https://www.capterra.co.uk/directory/15/collaboration/software)
- [Workflow Management Software](https://www.capterra.co.uk/directory/30091/workflow-management/software)
- [Project Management Software](https://www.capterra.co.uk/directory/30002/project-management/software)
- [Digital Adoption Platforms](https://www.capterra.co.uk/directory/31638/digital-adoption-platform/software)

## Links

- [View on Capterra](https://www.capterra.co.uk/directory/33476/client-onboarding/software)
- [All Categories](https://www.capterra.co.uk/directory)

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Turn your customer data into insights and signals that align sales, success, and marketing efforts.\n\nUnlock a single customer view, see feature adoption per account, create churn & buying signals, monitor health scores, and take automated actions in the tools you already use for customers in every stage of the journey.\n\nStart for free. \n\nTurn trial or demo prospects into engaging clients.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9565ba62-9ad9-4273-994c-5734098a18e9.png","url":"https://www.capterra.co.uk/software/218658/journy-io","@type":"ListItem"},{"name":"ProcessKit","position":15,"description":"Imagine capturing all those small and large REPEATABLE PROCESSES in one tool. Your business would transform overnight. No more chaos, no scattered notes. Hiring team members based on attitude becomes easy when you point them at refined checklists. Training is seamless, and your operations run like a well-oiled machine.\n\nJohn knew this struggle. He'd spent hours searching for A players, only to watch them slip away. Each departure left a hole in his team and knowledge base. His wife watched as stress etched lines on his face. The A players were elusive, and when they left, they took vital information with them.\n\nDesperate, John found PK (Processkit). He began documenting small, repeating tasks he did daily. His knowledge stayed put. New hires could pick up without missing a beat. As he built more processes, he transitioned from a manager bogged down by tasks to an owner focusing on growth. His business became organized and efficient.\n\nJohn's stress melted away as his team excelled","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/15d59974-affb-46ca-a7ab-064f603f793c.png","url":"https://www.capterra.co.uk/software/196658/processkit","@type":"ListItem"},{"name":"Bonboarding","position":16,"description":"Bonboarding is a user onboarding platform that enables organizations to create product tours and streamline onboarding experiences.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/55fb91e4-a243-45db-b1a9-3c0a589d052b.jpeg","url":"https://www.capterra.co.uk/software/1062320/bonboarding","@type":"ListItem"},{"name":"Cloud Coach","position":17,"description":"Cloud Coach is a project management, professional services automation, and project portfolio management solution native to Salesforce. The software helps organizations deliver successful projects by providing capabilities for project planning, resource management, collaboration, revenue recognition, time tracking, reporting, and portfolio management. \n\nBusinesses can handle resource management, time tracking, and reporting with benchmark highlighting, collaboration, and visualization functionality.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/195f7442-99bf-45e1-9cbd-83497f10984f.png","url":"https://www.capterra.co.uk/software/176717/cloud-coach","@type":"ListItem"},{"name":"Humanagement","position":18,"description":"Humanagement is the only tool created to help CEOs, Execs and HR managers manage business and employees effectively. \n\nWith humanagement.io, you can \n\n1) Create knowledge Base/SOP/LMS/Policy Storage with version control and compliance tracking\n2) Unlimited KB video rec\n3) Employee request management (time off, promotions, approval)\n4) Clock in/out\n5) Manage Employee HR data\n6) Robust hatting and employee training\n7) Statistics/KPI/business metric management\n8)Reusable checklists for keeping SOPs","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/050fcc91-30ff-437e-a3b7-e1a785858256.png","url":"https://www.capterra.co.uk/software/1036409/humanagement","@type":"ListItem"},{"name":"Flowla","position":19,"description":"Flowla is a human-led, AI-powered automation platform built for Sales, CS, and RevOps teams.\n\nIt combines:\n- Digital sales rooms and onboarding portals\n- Smart workflow automation\n- Built-in AI agents\n\nFlowla acts as your control center – connecting CRM, call notes, email, Slack, and more – to drive flawless deal and onboarding execution, while keeping you fully in control.\n\nTeams save hours on manual follow-ups, handoffs, and admin tasks.\n\nWith automation in action, Flowla:\n- Auto-generates business cases, action plans, and handoff notes\n- Flags key stakeholders and prompts multithreading\n- Sends timely follow-ups when buyers go quiet\n- Syncs everything to your CRM\n\nAnd you're always in control with the Review Queue, where AI-drafted actions wait for your approval.\n\nBuyers get a clean, branded link with every doc, plan, and conversation in one place.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/549b1121-8d42-4129-aa7d-d5e400fc2dd8.png","url":"https://www.capterra.co.uk/software/1044157/flowla","@type":"ListItem"},{"name":"Ascendr","position":20,"description":"Ascendr is an online customer onboarding tool designed to help ISVs effectively manage and onboard their customers. It's the perfect tool for customer success managers, project managers, implementation consultants, and systems analysts who need a way to break down complex projects into clearly defined deliverables.\n\nWith Ascendr, you'll have access to a beautiful customer portal where you can share information and activity in real time with your customers.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1fe43d87-5b96-4441-b3c8-462e5de85efd.jpeg","url":"https://www.capterra.co.uk/software/1045910/ascendr","@type":"ListItem"},{"name":"SankeyJourney","position":21,"description":"Sankey diagram or flow chart generator tool for customer journey analysis inside an app or a website. Users can upload a CSV file containing event data, and the graph is generated in a few seconds. It provides an interactive data visualization dahsboard that offers various customization options, such as adjusting the number of steps, filtering events, grouping them, focussing on a session level, customizing colors and label sizes, and highlighting some paths by clicking on nodes and segments.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/29b65c86-5a24-41a3-8313-5248c9c877e9.png","url":"https://www.capterra.co.uk/software/1046566/sankeyjourney","@type":"ListItem"},{"name":"Compass","position":22,"description":"Compass is an AI-powered on screen user guidance software that simplifies complex processes and tasks for internal teams and external customers. Users create interactive walkthroughs to guide staff through intricate procedures. \n\nThe software allows organizations to build a knowledge base to equip employees and empower self-help for customers. Compass integrates via a browser plugin or script to provide walkthroughs, articles, and documents. Key features are multimedia walkthrough creation, personalized learning, and user behavior analytics.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/607c18c8-815f-418b-9cf5-7ee15ad964f3.png","url":"https://www.capterra.co.uk/software/1071308/Compass","@type":"ListItem"},{"name":"Along","position":23,"description":"AI-enabled buyer engagement platform that enables sales teams to manage sales and onboarding processes, analyze buyer behavior, provide insights and recommendations within the user's CRM, and more. It centralizes content, stakeholders, and next steps in a digital sales room which is shared with buyers.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b0853bb1-227a-460b-ab1d-6cf3378bf66b.png","url":"https://www.capterra.co.uk/software/1073815/Along","@type":"ListItem"},{"name":"Access Approve","position":24,"description":"Access Approve is online trade application software that allows businesses to digitize and streamline their new customer onboarding process. The software provides an efficient way for companies to receive, assess, and approve trade credit applications online, with customizable workflows, integrated risk analysis, and eSignature capabilities. Access Approve aims to help businesses maximize sales opportunities while minimizing risk when taking on new customers.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/165c9410-03a7-43c3-981c-40cd9a9b9872.png","url":"https://www.capterra.co.uk/software/1074266/Access-Approve","@type":"ListItem"},{"name":"Flows","position":25,"description":"Flows is a product adoption platform designed for creating onboarding and user engagement experiences. It features a customizable, headless architecture, allowing for tailored adoption workflows without complex user states. Flows offers UI components like tooltips, hints, modals, and tours that integrate directly into applications.\n\nThe platform supports localization, user segmentation, versioning controls, analytics tracking, and environment management, enabling scalable adoption strategies while ensuring quality control across deployment stages.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/7cfe10aa-0fea-4f46-b768-93d2187b4eda.png","url":"https://www.capterra.co.uk/software/1077224/Flows","@type":"ListItem"}],"numberOfItems":25}
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