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Client Onboarding Software

Customer success softwares can transform seller- client experiences, increase retention and reduce churn. How? Mutual action plans, cutting down the noise, centralizing all content, and simplifying your customer’s life

Excellent client onboarding is essential for maintaining strong relationships and ensuring client satisfaction. 

A good Client Onboarding System allows you to create a single destination for all client relationships, keeping them aligned, and managing multi-phase projects with ease. With action plans designed to make life easier for you and your clients, you can share deliverables, get feedback, and foster a collaborative environment throughout the onboarding process.

Free forever  |    No credit card  |   G2 reviews

Free forever |   No credit card |  G2

What is Client
Onboarding Software?

Client Onboarding Software is a platform designed to streamline the onboarding process, enhancing the customer experience and fostering collaboration. The software centralizes all necessary resources, files, processes, and communication, ensuring that both your team and your clients stay aligned, and make informed decisions.

3 reasons why
you’d be crazy NOT to use a Client Onboarding Software

With a customer onboarding software, you can consolidate all client-related resources and communication in one place. This makes it easy for you to keep track of all the necessary tasks and deadlines, ensuring a smooth and efficient onboarding process.

By ensuring that everyone involved in the onboarding process is on the same page, Mutual Action Plans foster collaboration and improve efficiency. This helps to keep clients aligned with the process and ensures that they have a clear understanding of what is happening at every stage.

The client onboarding solution’s smart insights and real-time alerts help optimize your workflow by providing valuable data and preventing delays in communication.

By gaining visibility into the sales process, identifying buying blind spots, and reacting to buying signals, you can close deals faster and more effectively.

Join 5000+

who have already sped up their deals by 45%

Client Onboarding Software vs your current solution:


Client Onboarding Tool

Traditional Methods

Why choose Aligned to boost buyer engagement and maintain momentum?

After a 5-minute demo of Aligned, I was sold! A living, breathing mutual success plan in the form of a technology platform! I rarely say- this is a truly disruptive product that the market actually needs.

Alexine Mudawar, CEO, Women in Sales

Aligned is a single place to keep on top of deals, build strong business cases with champions and get multiple stakeholders on board. I wish I had it early, but I have it now, and I'm enjoying it immensely!

Sarah Brazier, Senior Account Executive, Gong

6 Tips for implementing a Client Onboarding Software

(with a big emphasis on the “Onboarding” – your customer is the key)

Set Clear Onboarding Goals::

Establish measurable objectives to guide the onboarding process and ensure a successful outcome.

Centralize Client Relationship:

Create a single destination for all client-related resources and communication, making it easy for everyone to stay aligned.

Focus on User Experience:

Choose a customer onboarding platform that offers a simple, user-friendly interface to improve the overall onboarding experience for your clients.

Develop Mutual Action Plans:

Create and manage action plans that simplify the process for both you and your clients

Foster Collaboration and Communication:

Use the customer onboarding software to optimize communication with clients throughout the onboarding process, making it easier to keep them informed and engaged.

Monitor Performance:

Continuously monitor the performance of your client onboarding system to identify areas for improvement and make necessary adjustments to ensure optimal results.


Client Onboarding Solutions are platforms that streamlines the onboarding process, centralizes all necessary resources, files, and communication, ensuring that both your team and your clients can stay aligned and make informed decisions.

  • A single destination for client relationships, 
  • Keeps clients aligned, 
  • Manages multi-phase projects, 
  • Creates action plans for you and your clients, 
  • Shares deliverables and gathers feedback, 
  • Centralizes storage of onboarding collateral, 
  • Manages stakeholders,
  •  Integrates with CRM and other key systems,
  • Provides real-time updates and progress tracking,
  • Provides visibility for leadership on onboarding progress.

A Client Onboarding Tool offers a centralized location for all resources and communication, integrates with key systems, tracks progress in real-time, and provides visibility for leadership. Traditional methods may involve scattered communication channels and lack real-time progress tracking.

To implement a Customer Onboarding Software, set clear onboarding goals, centralize client relationships, efficiently manage multi-phase projects, develop action plans, foster collaboration and communication, and share deliverables and gather feedback.

The advantages of using a Client Onboarding Solution include streamlined processes, clear communication channels, shared resources, improved collaboration, better project management, and enhanced client satisfaction.