ProcessKit Alternatives: Top 10 Client Onboarding Software in 2025

ProcessRobot is a RPA (Robotic Automation Platform) that enables developers and IT teams to automate desktop-based tasks. The software empowers users to build intelligent and secured automated solutions. It comes with a simple drag and drop feature, flexible desktop web recorders and more than 360 prebuilt actions, which makes anyone with a low coding knowledge build exclusive outcomes to automate their tasks. ProcessRobot includes a console of its own where IT teams and developers can easily monitor and get access to all parts of the software. It also facilitates seamless integration with external platforms and tools, like WordPress, Freshdesk, AdRoll, Salesforce etc. Moreover, a GDPR compliant user interface promises complete privacy and security of users personal information. Within ProcessRobot users can configure processes as per their individual needs, by linking actions with one another and setting accurate variables. Workspace, Actions pane, Functions pane, Variables pane, Find Usages pane, Images Repository pane are some of the vital areas within process designer.

ProcessMaker provides workflow software solutions for business enterprises by allowing improvement in efficiency for building, running, reporting and optimising business processes in a user-friendly interface. It is a multi-language BPM solution, which is compatible on-premise and on the cloud. It is a flexible, easy-to-use program which helps to master business process management and can be customized to your business requirements with ease. Business processes can be conveniently modelled with its drag-and-drop process designer tool, making it most preferred for end users. Its software applications can be easily integrated with a large number of other management applications like HR, CRM, ERP and so on. Tracking task completion manually has now become obsolete, with ProcessMaker you can now design, develop, analyse and evaluate your actions with consistency and quality. This software gives you a roadmap to follow, in order to achieve success in planning, designing and implementation of workflow on your system.

CrowdSync is an onboarding platform that frees businesses of manual tasks and helps them generate different sequences, accordingly. These sequences can then be put into autopilot as per need. The task of onboarding can be daunting. With back and forth attachments, emails, keeping a track of everything requires time and energy. In such a scenario, CrowdSync comes into play. It helps businesses build user-friendly sequences, eliminating manual work and giving customers a consistent and world-class introduction to the company. No matter how complex or simple the onboarding process is, with this platform users can easily customise those processes and proceed as per needs. From sending emails to help people until the advanced stage, CrowdSync can be trusted with everything. The platform further allows users to share a link to their workflow as well as add customers, manually or programmatically via Webhook. CrowdSync also enables companies to onboard customers without micromanaging anything. Moreover, with this platform, one can add tags and notes to people, organising them in separate processes.

Withprocess.com helps in business process management and time tracking, enabling organisations to standardise a particular team’s practical processes in real-time. With Withprocess.com users can automate recurring checking lists. The software also makes it easy for a company to track productivity and related aspects on a large scale. Moreover, by using different products and tools offered by this platform, individuals can start to manage their business workflow from scratch and generate new ones within minutes. They can even adapt pre-made processes offered by Withprocess.com that fits individual contexts perfectly. This platform helps with time and revenue tracking seamlessly. Professional service providers, operations, law firms, HR departments and accounting firms also depend on the same with interactive business process management, proper insights into business resources and automatic work creation on particular dates. The platform also helps to create mandatory or optional fields, customising data processes. An on-demand analytics and reporting tool provided by Withprocess.com is of great help.

Transform their client onboarding process with Boarded, the innovative tool designed to foster collaboration and boost productivity. This cutting-edge platform creates unique collaboration hubs, enabling seamless client activation and setting the stage for successful professional relationships. Boarded instantly generates a dedicated space for every new client onboarding - a central point for all interactions, documents, and essential resources. Say goodbye to scattered emails and disorganized files. By streamlining communication and resources into a single, user-friendly interface, Boarded empowers users to manage their client onboarding more efficiently, significantly reducing time spent on manual tasks. With Boarded, clients are introduced to a tailored, welcoming environment from day one, ensuring that they are engaged and ready to interact with their team without delay. Whether you're managing multiple clients, working in a fast-paced agency, or aiming to improve their internal processes, Boarded provides a solid foundation for their client onboarding needs. Ideal for businesses of all sizes seeking a professional and systematic approach to client management, Boarded's intuitive design is crafted for the modern professional. With Boarded, their team can focus on what they do best: delivering exceptional services to their clients. Embrace the future of collaboration and make every client onboarding a hassle-free experience. Discover how Boarded can redefine their productivity and elevate their customer engagement today.

ProcessPolicy.com is a software company for online workflow management and business process management (BPM). Deadlines provide an incentive for being productive, efficient, and enables effective management of time limits. Run internal company workflows using automated electronic forms. Automating workflows improves productivity by removing a large number of tasks from the daily workload. The online task manager enables managers to set employee targets and deadlines, create employee tasks, automate internal workflows, locate work bottlenecks, and ensures tasks get done properly and on time.

LeadMe is the future of B2B SaaS sales. It is specialize in outbound sales and provide a complete service designed to help clients—indie makers, startups, marketing agencies, and B2B SaaS—grow predictable revenue without lifting a finger. The LeadMe team consists of experienced sales professionals who understand the nuances of marketing and sales. We’ll get to know the business inside and out, and create a tailored strategy to ensure that the product or service get the attention it deserves. With sophisticated automation tools, we’ll make the most of the B2B SaaS sales by pursuing highly qualified leads, utilizing market research, and working with the team to make sure that the deals close fast. Finally, the LeadMe team will help to hone sales strategy with personalized analytics and real-time insights. With LeadMe, will have the peace of mind knowing that the B2B SaaS sales goals are achievable, and will never need worry about making cold calls, managing databases, or worrying about inaccurate sales intelligence. LeadMe is one-stop shop for easy, efficient, and reliable B2B sales. Ready to turn B2B SaaS investments into tangible results? Contact LeadMe.

Process Street is a task management software but can help users with diverse business solutions, as it contains different useful features. This cloud-based task manager comes equipped with business process management features, quality management features, document management features, forms automation features, necessary integration features, and workflow management features. This software is highly beneficial to users in doing task assigning, task scheduling, task tracking and also helps in doing recurring tasks management. The reporting and analytics feature helps users in measuring the task management process and make informed decisions. This can be run on multiple devices.

Setuply's market-leading AI-powered platform is purpose-built to transform customers into brand champions. By accelerating revenue recognition and engaging and empowering clients, Setuply reduces delivery costs while securely managing customer data. This comprehensive solution revolutionizes client onboarding, providing project transparency and real-time issue resolution through built-in case management. Its powerful integrations seamlessly connect sales, onboarding, and client success teams, ensuring complete collaboration. The platform's professional services automation and AI-driven insights maximize team efficiency, spotlight talent, and identify learning opportunities. Additionally, Setuply's secure data staging centralizes data workflows, facilitating migrations and onboarding with ease. Clients benefit from repeatable, consistent experiences that save time and optimize staff capacity. With dashboards to monitor KPIs, pinpoint cost drivers, and uncover optimization avenues, Setuply empowers businesses to drive projects forward and foster stronger client relationships. This all-in-one solution truly sets the stage for long-term success.

ProWorkflow is an easy to use project management software for teams to spend less time managing the projects and more time in delivering the results. The tool makes it super easy for teams to assign tasks to the staff, measure the time that tasks are taking, or reschedule projects that have gone out of scope. They can also send quotations and invoices right through the tool. Users receive a dashboard which gives them an overview of the workload and priorities. They can review project timelines and reschedule projects at the click of a button. And with the mobile tracker, they can easily track time for each task, complete them, and communicate with team members while on the move. Staff, clients, and contractors can also be brought on a single platform for easy collaboration. The timesheet then makes it easy to track every project and task. Additionally, the powerful API can be leveraged to extend the capabilities and integration with other tools.

ProcessPlan is a process and workflow management platform that enables businesses to manage various processes and streamline workflows to enhance productivity and profitability on the go. It can be used to visually monitor business processes from a single screen. Management teams can generate customisable reports and monitor the progress of every ongoing process. The platform also includes automation capabilities that enable it to automatically and easily update other software, send emails to customers at proper times and make decisions without any human intervention. Furthermore, with ProcessPlan, employees can complete assigned tasks right from their email inbox without signing into the platform. In addition, organisations can also invite their customers to participate in various business processes if there is any such need. Users can see their entire company processes and workflows on a summary dashboard, identify bottlenecks, discover new trends and manage individual tasks at the right time. It also allows employees to see the tasks that have been assigned to them and are currently actionable.