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Top 2 Client Onboarding Software Companies With $1M–$5M Revenue (August 2026)

As of August 2026, Latka tracks 2 client onboarding software companies with $1M–$5M in annual revenue. They have combined revenues of $4.8M and employ 44 people.

Every company below sells client onboarding software to other businesses and is ranked by its most recent annual revenue. Revenue, funding, headcount and customer figures come from CEO interviews on the Latka podcast, public company filings, and Latka estimates where a company has not disclosed a number.

What Client Onboarding Software Companies do

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
2
Revenue
$4.8M
Funding
-
Employees
44

Filters

Sorting: Highest -> Lowest

Filters
Revenue
All<$1M$1M-$5M$5M-$10M$10M-$100M$100M+
Funding (Locked)Growth (Locked)Team-Size (Locked)

Top Client Onboarding Software Companies With $1M–$5M Revenue

Showing 2 of 2 companies ranked by annual revenue.

1vStacks Infotech Pvt Ltd. logo
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
Year founded
2014
Team size
27
2Rave Build Management Ltd logo
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
Year founded
2008
Team size
17

Frequently asked questions about Client Onboarding Software Companies With $1M–$5M Revenue

How many client onboarding software companies with $1M–$5M in annual revenue are there?

Latka tracks 2 client onboarding software companies with $1M–$5M in annual revenue. Together they generate $4.8M in annual revenue and employ 44 people.

Which client onboarding software company with $1M–$5M in annual revenue is the largest?

vStacks Infotech Pvt Ltd. is the largest, with $3M in annual revenue, founded in 2014.

How much revenue does a typical client onboarding software company with $1M–$5M in annual revenue make?

The average client onboarding software company in this list makes $2.4M a year, across 2 companies with reported revenue.

Who are the leading Client Onboarding software vendors with $1M–$5M in annual revenue?

Ranked by annual revenue, the leaders are vStacks Infotech Pvt Ltd. and Rave Build Management Ltd.

Related ERP Software categories

All ERP Software SaaS categoriesEvery category we track inside ERP Software, each ranked by revenue.Browse every SaaS industryThe full A-Z of SaaS categories Latka tracks, from Client Onboarding to everything else.

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