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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

Filters

Sorting: Highest -> Lowest

Filters

Top Client Onboarding Software Companies

Showing 10 of 12 companies ranked by annual revenue.

1
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
-
2
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%
3
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
-
4
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%
5
Planports CRM

İstanbul, İstanbul, Turkey

Tekvita Ltd. Şti. was established in 2010 to develop ERP, e-commerce and CRM applications for international health institutions operating in Turkey. We still continue to work as the solution partner of global companies in this field in Turkey. In 2013, we launched Planports CRM software that we strive to develop and grow. Our mission is to offer the best and cost-effective applications in high technology to all companies in the world. For this purpose, we continue our efforts at full speed to grow in international markets. We aim to scale up and become a brand that appears in the Gartner Magic Quadrant every year.

Revenue
$550K
Customers
-
Year founded
2012
Funding
-
Team size
5
Growth
-
6
Altido Group Limited

Cheltenham, Gloucestershire, United Kingdom

Altido Group Limited provides scalable and highly flexible online business solutions. Using its own SaaS platform, Altido CRM, standard and bespoke business solutions are rapidly deployed in a fraction of the time it takes to build online business solutions using traditional development methods. The Altido Cloud has provision to support solutions covering; customer relationship management, ERP, content management, communication (email and SMS), social networking. Standard online solutions available for; web content management, restaurant marketing, school communications, event management, ecommerce websites.

Revenue
$550K
Customers
-
Year founded
2009
Funding
-
Team size
5
Growth
-
7
OpenCBS

United States

Financial institutions need IT systems to operate. Those systems are expensive, they are complex and they are also restrictive as they don't easily adapt to the changing tasks of employees or to the needs of the customers. OpenCBS has developed systems that are agile enough to serve clients in the way they want. Our Cloud-based Core Banking System is built around the needs of the people and takes the complexity out of banking. It is ideal for modern financial institutions. For those who cannot change their Core Banking System, we also have developed modular solutions that digitise key processes like customer onboarding or loan origination. Thanks to OpenCBS, financial institutions bring down their costs, managers get real-time Business Intelligence, employees sell more and ultimately, clients are better served and happier. IT managers are also satisfied because, thanks to our infrastructure light solutions, they can go-live on our systems within weeks and conveniently integrate with other systems via APIs.

Revenue
$440K
Customers
-
Year founded
2013
Funding
-
Team size
4
Growth
-
8
sysOn CRM

Málaga, Málaga, Spain

SysOn es un sistema informático que funciona en Internet sin necesidad de hacer ninguna instalación en tu ordenador. Con sysOn puedes llevar la gestión de tu empresa, realizar las comunicaciones con tus clientes de forma automatizada, vía email, sms e incluso por teléfono con nuestro servicio de telefonía por Internet. Puedes compartir la información relevante de tus clientes en tu propio portal de clientes, podrán ver sus facturas, sus presupuestos, sus órdenes de pedido y sus tickets de servicio. También puedes automatizar procesos internos con la herramienta de flujo de trabajo. Cualquier usuario puede acceder a la información que tú le permitas en cualquier parte del mundo.

Revenue
$220K
Customers
-
Year founded
-
Funding
-
Team size
2
Growth
-
9
AddHub.com | Affärsplattformen för Tjänsteföretag

United States

AFFÄRSPLATTFORMEN FÖR DET MODERNA TJÄNSTEFÖRETAGET AddHub erbjuder alla digitala verktyg det moderna tjänsteföretag behöver i en och samma affärsplattform -med över 100+ verktyg byggda för specifikt för tjänsteföretag. Våra olika hubbar är: - CRM & Säljstöd - Hemsidor - Bokningssystem - Kalenderbokningar - Offertförfrågningar & fakturahantering

Revenue
$220K
Customers
-
Year founded
2020
Funding
-
Team size
2
Growth
-
10
Mobizy

Lisbon, England, United Kingdom

ALL-IN-ONE BUSINESS APP FOR BETTER TEAMWORK. For small businesses and teams to collaboratively manage Clients, Sales, CRM, Orders, Services, Field Workforces, Expenses and Vacations in one single place. User-friendly, affordable and available in all devices (Web, iOS & Android)

Revenue
$187.1K
Customers
-
Year founded
2011
Funding
-
Team size
319
Growth
56.27%

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