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Top 18 Client Onboarding Software SaaS Companies in May 2026

As of May 2026, there are 18 SaaS companies in Client Onboarding Software. They have combined revenues of $43.2M and employ 799 people. They have raised $64.2M and serve 10.1K customers combined.

Client onboarding software is designed to facilitate and optimize the process of introducing new clients to a company's products or services. It typically encompasses tools that automate various tasks involved in onboarding, such as document management, task assignment, and progress tracking, ensuring a smooth transition for clients from initial engagement to active use of the product. The main use cases for this software include streamlining communication, enhancing customer education, and improving client retention rates by providing dedicated support during the onboarding phase. Common features of client onboarding software include customizable onboarding templates, automated workflows, user-friendly interfaces, in-app tutorials, and analytics dashboards. These tools cater not just to the operational needs of businesses but also enhance the client's experience by offering a structured onboarding journey. Typical buyer personas include customer success teams, sales operations, and project management professionals, all aimed at fostering strong client relationships from the onset of the engagement.

Companies
18
Revenue
$43.2M
Funding
$64.2M
Employees
799

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Top Client Onboarding Software Companies

Showing 10 of 18 companies ranked by annual revenue.

1
Codat

London, London, United Kingdom

We offer products that make it easy to access, synchronize, and interpret data from your business customers’ financial software for specific use cases, such as onboarding suppliers to commercial card programs and underwriting business loans. The depth of specialization and expertise that runs through our products and service enables our clients to more effectively grow share of wallet, reduce churn, and scale operations. Founded in 2017, Codat is trusted by over 300 global clients and backed by leading investors, including JP Morgan, Canapi Ventures, Shopify, Plaid, Tiger Global, PayPal Ventures, Index Ventures, and American Express Ventures.

Revenue
$16.2M
Customers
-
Year founded
2017
Funding
-
Team size
147
Growth
-
2
Mantl

New York, New York, United States

Developer of a cloud-based enterprise software for banks and credit unions. The company's platform is a customer-centric outer core ecosystem built in the cloud that gives banks and credit unions the flexibility to innovate using modern technology, enabling them to own their brand throughout the entire customer lifecycle.

Revenue
$6.1M
Customers
50
Year founded
2016
Funding
$62.3M
Team size
138
Growth
86.99%
3
Fitnet Manager

Montpellier, France

Fitnet Manager is an ERP solution in SaaS mode that offers CRM and Pre-Sales Online Management Software. It provides contact details, business profiles, and free trial and information requests. Fitnet Manager is an information technology and services company.

Revenue
$5.4M
Customers
10K
Year founded
2007
Funding
-
Team size
39
Growth
50.51%
4
Rank One Sport

Addison, Texas, United States

Provider of registration, member management, and financial services. The company provides online registration, member management and financial services, serving industry leading SaaS providers in the sports, education and other recreational market segments.

Revenue
$5.1M
Customers
-
Year founded
2009
Funding
-
Team size
43
Growth
-
5
vStacks Infotech Pvt Ltd.

Noida, Uttar Pradesh, India

vStacks Infotech is a cloud-centric software development and service provider offering high-quality solutions to businesses. Founded in 2014, we offer a variety of solutions hosted on our very own, state of the art Datacentre in Florida, US. Our products portfolio include: eZnetCRM – Customer Relationship Management Software eZnetERP – Enterprise Resource Planning System eZnetHRMS –Human Resource Management System MEGAeBin - Cloud Storage Solutions eZnetChat- Cloud Based Chatting Platform We have the knowledge to understand our customer’s problems, expertise to think of the best solutions and skills to deliver to our clients and respond efficiently to the ever-growing needs of their businesses.

Revenue
$3M
Customers
-
Year founded
2014
Funding
-
Team size
27
Growth
-
6
Rave Build Management Ltd

Hamilton, Waikato, New Zealand

"At Rave Build Management, our mission is to empower Kiwi builders with end-to-end software solutions that streamline their construction processes and improve their workflows. Our all-in-one solution combines core features of customer relationship management, project management, scheduling, photo and document management, time sheeting, reporting, and a full financial suite with Xero integration. Rave also allows you to keep your clients in the loop with a customised company branded portal at their fingertips. We provide extensive on boarding and training, and support. Rave is available on both Mac and Windows and can be used as a mobile app across your Android and iOS devices. Founded in 2008."

Revenue
$1.9M
Customers
-
Year founded
2008
Funding
-
Team size
17
Growth
-
7
Ai Web Solutions

Canvey Island, England, United Kingdom

Creating AI -powered CRM, Enterprise ERP solutions, Custom business systems and Government CRM providers.

Revenue
$990K
Customers
-
Year founded
2021
Funding
-
Team size
9
Growth
-
8
SnapSuite

Toronto, Ontario, Canada

Developer of field service management platform intended to automate and grow business with managing project, customer service and closing deals faster in real time. The company's service provide to generate complex quotations, manage inventory management and advanced search capabilities, enabling businesses proactive customer management and provide e-commerce solution.

Revenue
$792.6K
Customers
-
Year founded
2017
Funding
-
Team size
13
Growth
96.63%
9
Luit Infotech

Bangalore, Karnataka, India

Founded in 2004, Luit Infotech is an India based software company with its registered office in Bangalore. The company is a leading provider of web based SaaS business software "LuitBiz". LuitBiz is a comprehensive Business Applications Suite with ERP, CRM, HRM, Employee Self Service (ESS), Document Management (DMS), Business Process Management (BPM), Customer Portal and Corporate Communication "LuitBuzz" modules used by growing businesses worldwide to manage their entire business processes. LuitBiz is offered in the SaaS (cloud) model where you can select the number of users you want to opt for, select your usage time period and start using the software immediately after making the payment based on your usage. You can try out the no-obligation 15 day trial run of LuitBiz and see if it meets the requirements of your business.

Revenue
$660K
Customers
-
Year founded
2004
Funding
-
Team size
6
Growth
-
10
NetReturn

Sydney, New South Wales, Australia

Provider of consulting and specialized business services. The company is a provider of consulting and specialized business services which focuses on Customer Relationship Management, Enterprise Resource Planning and E-commerce services. It is also a distributor of the NetSuite range of integrated online business applications.

Revenue
$644.2K
Customers
-
Year founded
1999
Funding
-
Team size
4
Growth
39.17%

Inclusion Criteria

- Software must provide tools for managing client documentation and forms - Should automate onboarding workflows and task assignments - Must include features for tracking client progress through the onboarding process - Should support communication channels to facilitate interaction between clients and the onboarding team - Not just a general project management tool; must specifically address onboarding processes and client support functionalities

Client Onboarding Software SaaS Companies | GetLatka