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Top 12 Client Onboarding Software Companies Under $1M Revenue (August 2026)

As of August 2026, Latka tracks 12 client onboarding software companies under $1M in annual revenue. They have combined revenues of $5.6M and employ 388 people. They have raised $1.9M.

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
12
Revenue
$5.6M
Funding
$1.9M
Employees
388

Filters

Sorting: Highest -> Lowest

Filters

Top Client Onboarding Software Companies Under $1M Revenue

Showing 10 of 12 companies ranked by annual revenue.

1Ai Web Solutions logo
Ai Web Solutions

Canvey Island, England, United Kingdom

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

Revenue
$990K
Year founded
2021
Team size
9
2SnapSuite logo
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
Year founded
2017
Team size
13
3Luit Infotech logo
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
Year founded
2004
Team size
6
4NetReturn logo
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
Year founded
1999
Team size
4
5Altido Group Limited logo
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
Year founded
2009
Team size
5
6Planports CRM logo
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
Year founded
2012
Team size
5
7OpenCBS logo
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
Year founded
2013
Team size
4
8sysOn CRM logo
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
Team size
2
9AddHub.com | Affärsplattformen för Tjänsteföretag logo
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
Year founded
2020
Team size
2
10Mobizy logo
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
Year founded
2011
Team size
319

Frequently asked questions about Client Onboarding Software Companies Under $1M Revenue

How many client onboarding software companies under $1M in annual revenue are there?

Latka tracks 12 client onboarding software companies under $1M in annual revenue. Together they generate $5.6M in annual revenue and employ 388 people.

Which client onboarding software company under $1M in annual revenue is the largest?

Ai Web Solutions is the largest, with $990K in annual revenue, founded in 2021.

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

The average client onboarding software company in this list makes $463.4K a year, across 12 companies with reported revenue.

Who are the leading Client Onboarding software vendors under $1M in annual revenue?

Ranked by annual revenue, the leaders are Ai Web Solutions, SnapSuite, Luit Infotech, NetReturn and Altido Group Limited.

How much funding have client onboarding software companies under $1M in annual revenue raised?

The 12 client onboarding software companies under $1M in annual revenue tracked here have raised $1.9M in disclosed funding between them.

Related ERP Software categories

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