---
description: Discover the best Client Onboarding Software in New Zealand. Compare top Client Onboarding Software tools with customer reviews, pricing and free demos.
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title: Best Client Onboarding Software in New Zealand - 2026 Reviews, Pricing & Demos
---

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# Client Onboarding Software

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## Products

1. [Rocketlane](https://www.softwareadvice.co.nz/software/373891/rocketlane) — 4.7/5 (128 reviews) — Rocketlane is a next-gen PSA platform that unifies your projects, resources, and time into a single, powerful system....
2. [WealthSphere](https://www.softwareadvice.co.nz/software/519853/WealthSphere) (0 reviews) — WealthSphere is a wealth management software that combines multiple client management modules, such as the customer r...
3. [Revver](https://www.softwareadvice.co.nz/software/18244/revver) — 4.4/5 (1023 reviews) — Revver is a cloud-based document management solution that helps businesses organize, find, sign and share digital doc...
4. [Bigin by Zoho CRM](https://www.softwareadvice.co.nz/software/392397/bigin-by-zoho-crm) — 4.7/5 (744 reviews) — Bigin is an AI-powered, pipeline-centric CRM built and priced for small businesses. It brings leads, deals, and every...
5. [HoneyBook](https://www.softwareadvice.co.nz/software/365179/honeybook) — 4.7/5 (691 reviews) — HoneyBook is a client relationship platform designed to help small businesses manage proposals, contracts, invoices, ...
6. [Process Street](https://www.softwareadvice.co.nz/software/105852/process-street) — 4.7/5 (652 reviews) — Process Street is a compliance operations platform that helps teams run their most critical processes the right way, ...
7. [Progress ShareFile](https://www.softwareadvice.co.nz/software/420058/sharefile) — 4.4/5 (442 reviews) — Progress ShareFile is a cloud-based file sharing and content collaboration solution for businesses of all sizes. Key ...
8. [Pipefy](https://www.softwareadvice.co.nz/software/447784/pipefy-procurement) — 4.6/5 (325 reviews) — Pipefy is a no-code workflow automation and process management platform that serves mid-market and enterprise compani...
9. [FollowUp CRM](https://www.softwareadvice.co.nz/software/6138/followup-mech) — 4.5/5 (229 reviews) — FollowUp CRM offers sales tracking software for the construction industry, and is suitable for companies of all sizes...
10. [LearnWorlds](https://www.softwareadvice.co.nz/software/96743/learnworlds) — 4.7/5 (196 reviews) — LearnWorlds is a learning management system (LMS) designed for organizations and creators who want to run online lear...
11. [Fusebase](https://www.softwareadvice.co.nz/software/384776/Fusebase) — 4.7/5 (177 reviews) — FuseBase: AI-Native Client Portal and Client Collaboration Platform for Client-facing Teams Your clients already have...
12. [ClientPoint](https://www.softwareadvice.co.nz/software/39167/paperless-proposal) — 4.6/5 (167 reviews) — ClientPoint is a cloud-based document and proposal generation solution that allows users to create, send, manage and ...
13. [Bizagi](https://www.softwareadvice.co.nz/software/438602/bizagi) — 4.4/5 (142 reviews) — Bizagi is an enterprise platform for business orchestration and AI automation, enabling organizations to design, auto...
14. [Assembly](https://www.softwareadvice.co.nz/software/334882/assembly) — 4.8/5 (136 reviews) — 🌟 Assembly – Recognition That Builds Belonging and Retention Assembly is an employee recognition and rewards platform...
15. [Custify](https://www.softwareadvice.co.nz/software/148852/custify) — 4.9/5 (135 reviews) — Custify is cloud-based customer success software that helps businesses capture data from multiple sources to retain c...
16. [ChurnZero](https://www.softwareadvice.co.nz/software/77862/churnzero) — 4.7/5 (130 reviews) — ChurnZero is a cloud-based customer success management platform, which helps subscription businesses to understand th...
17. [Plaid](https://www.softwareadvice.co.nz/software/179020/plaid-for-lending) — 4.4/5 (109 reviews) — Plaid is a cloud-based financial solution that helps users establish a connection between applications and bank accou...
18. [Content Snare](https://www.softwareadvice.co.nz/software/230686/content-snare) — 4.9/5 (101 reviews) — If you serve clients, you'll know how frustrating it can be to get information from them. Delays can often span weeks...
19. [Clientary](https://www.softwareadvice.co.nz/software/370567/clientary) — 4.7/5 (100 reviews) — Clientary is a full-suite app for teams to manage projects, hours, proposals, leads, invoices, payments, staff, and c...
20. [Product Fruits](https://www.softwareadvice.co.nz/software/336906/product-fruits) — 4.7/5 (89 reviews) — Product Fruits is a customer onboarding platform designed to improve user adoption and retention through interactive ...
21. [Learn:Up](https://www.softwareadvice.co.nz/software/384104/workramp) — 4.5/5 (81 reviews) — Learn:Up by Confirm (formerly Learning Pool) One platform for every audience you need to enable. Learn:Up (formerly W...
22. [Digemy](https://www.softwareadvice.co.nz/software/391178/digemy) — 4.9/5 (65 reviews) — Digemy is a neuroscience-powered microlearning platform built to close knowledge gaps, reduce ramp time, and drive la...
23. [GUIDEcx](https://www.softwareadvice.co.nz/software/349977/guidecx) — 4.7/5 (64 reviews) — GUIDEcx is a customer onboarding solution that simplifies complex implementation workflows. Unlike other project mana...
24. [Clustdoc](https://www.softwareadvice.co.nz/software/434990/clustdoc) — 4.7/5 (61 reviews) — Clustdoc is a client onboarding and engagement platform designed for complex, high-stakes processes. It gives organiz...
25. [Travitor](https://www.softwareadvice.co.nz/software/176056/travitor) — 4.5/5 (55 reviews) — Travitor is a cloud-based learning management system that helps organizations create, deliver, and track employee tra...

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## Related Categories

- [Customer Engagement Software](https://www.softwareadvice.co.nz/directory/508/customer-engagement/software)
- [Customer Success Software](https://www.softwareadvice.co.nz/directory/4628/customer-success/software)
- [Sales Engagement Platforms](https://www.softwareadvice.co.nz/directory/4071/sales-engagement/software)
- [Document Management Software](https://www.softwareadvice.co.nz/directory/722/document-management/software)
- [Demo Software](https://www.softwareadvice.co.nz/directory/4530/demo/software)

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| en | <https://www.softwareadvice.com/client-onboarding/> |
| en-AU | <https://www.softwareadvice.com.au/directory/4483/client-onboarding/software> |
| en-GB | <https://www.softwareadvice.co.uk/directory/4483/client-onboarding/software> |
| en-IE | <https://www.softwareadvice.ie/directory/4483/client-onboarding/software> |
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Run your entire service delivery engine effortlessly—keeping projects on track, optimizing resource utilization, and eliminating revenue leakage before it happens.\n\nPlus, our state-of-the-art client-facing experience keeps clients aligned every step of the way, delivering transparency and trust.\n\nRocketlane is the only PSA tool that seamlessly bridges the gap between operational efficiency and exceptional service delivery, empowering PS leaders to drive growth and profitability with confidence!","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b57c9a41-3317-49e4-acc2-4a2e294436c8.jpeg","url":"https://www.softwareadvice.co.nz/software/373891/rocketlane","@type":"ListItem"},{"name":"WealthSphere","position":2,"description":"WealthSphere is a wealth management software that combines multiple client management modules, such as the customer relationship management (CRM) system, entity administration, document management, accounting, asset management, compliance workflows, billing, fund administration and customer portals. \n\nDesigned to streamline operations for trust, corporate and family office service providers, WealthSphere serves as a centralized platform and offers on-premises and cloud-hosted deployment options.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/414a25bc-6fb7-44cb-9926-d98e4ded0dcc.png","url":"https://www.softwareadvice.co.nz/software/519853/WealthSphere","@type":"ListItem"},{"name":"Revver","position":3,"description":"Revver is a cloud-based document management solution that helps businesses organize, find, sign and share digital documents on a unified interface. New Revver users get unlimited storage and unlimited use of Revver AI Smart Suite in all license tiers.\n\nRevver serves organizations across various industries including accounting, financial services, government, healthcare, insurance, logistics, manufacturing and real estate. The platform offers centralized document storage and management with AI-enabled workflows that automate repetitive tasks and business processes. It includes eSignature capabilities, content collaboration tools for team communication, and automated folder templates for consistent document organization.\n\nThe system ensures quick document retrieval, reducing time spent searching for information, while maintaining high security standards with access controls and automated governance for compliance. Revver provides analytics and reporting features that offer insights into work across the platform, supporting continuous improvement. It addresses common challenges such as document sprawl, missing information, ineffective collaboration, manual processes and compliance risks. Revver also supports use cases like employee management, new business onboarding, repetitive operations and accounts payable/receivable functions.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/695a76d9-ff1f-4cdc-a4a8-51026c1291bf.jpeg","url":"https://www.softwareadvice.co.nz/software/18244/revver","@type":"ListItem"},{"name":"Bigin by Zoho CRM","position":4,"description":"Bigin is an AI-powered, pipeline-centric CRM built and priced for small businesses. It brings leads, deals, and every customer conversation: email, calls, and WhatsApp into one workspace, with meaningful AI built in. Over 50,000+ businesses across 150+ countries run on Bigin. \n\nCreate team pipelines for every business operation: sales, onboarding, delivery, and support, and use connected pipelines to automate handoffs between them. Built-in telephony, email, customizable dashboards, and workflow automation keep everything moving. Zia, Bigin's built-in AI, drafts and summarizes emails, summarizes records and WhatsApp threads, and runs Zia Agents that handle replies, spot cross-sell opportunities, and analyze lost deals. MCP support connects AI tools like Claude to your data.\n\nBigin offers four editions - Free, Express, Premier, and Bigin 360, with paid plans from $7/user/month. 25+ ready-made CRM templates available and setup takes 30 minutes. Apps for iOS, iPadOS, Android, and macOS.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/174f7c9f-e410-4b75-800e-4eaefb5058f9.png","url":"https://www.softwareadvice.co.nz/software/392397/bigin-by-zoho-crm","@type":"ListItem"},{"name":"HoneyBook","position":5,"description":"HoneyBook is a client relationship platform designed to help small businesses manage proposals, contracts, invoices, payments, and projects. It is suitable for professionals such as event service providers, marketing specialists, designers, creative professionals, consultants, coaches, personal service providers, and real estate professionals. The platform supports businesses in maintaining client relationships and organizing operational workflows.\n\nThe system includes tools for tracking client interactions, creating proposals and contracts, processing invoices and payments, capturing leads through customizable forms, and managing projects. Its AI features assist with tasks such as generating email drafts, creating project summaries, analyzing business trends, and taking meeting notes. Additional features include a client portal, scheduling tools, and automation options.\n\nHoneyBook offers mobile access through iOS and Android apps, enabling professionals to manage operations remotely. It centralizes business processes and client communications to simplify workflows.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/8c70159d-32c2-43c6-87a7-f1f66d5d622b.png","url":"https://www.softwareadvice.co.nz/software/365179/honeybook","@type":"ListItem"},{"name":"Process Street","position":6,"description":"Process Street is a compliance operations platform that helps teams run their most critical processes the right way, every time. Powered by AI agents, it enforces policies, keeps tasks in the correct order, and documents everything for audit readiness.\n\nTeams create, update, and run structured workflows without writing code. Document management centralizes policies, SOPs, and handbooks with version control, approvals, and role-based permissions. A workflow engine turns those documents into live processes that assign tasks, route approvals, and collect data. AI generates and optimizes workflows, completes tasks inside them, and records execution as work happens.\n\nIntegration with over 8,000 tools, including Salesforce, Slack, Workday, and Google Workspace, through native integrations, an open API, webhooks, and connectors for Zapier, Make, and Power Automate.\n\nOrganizations use Process Street to maintain compliance with frameworks such as ISO 9001, SOC 2, and HIPAA.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0cd65220-ab56-4714-8ac3-0779284da596.png","url":"https://www.softwareadvice.co.nz/software/105852/process-street","@type":"ListItem"},{"name":"Progress ShareFile","position":7,"description":"Progress ShareFile is a cloud-based file sharing and content collaboration solution for businesses of all sizes. Key features include virtual data rooms, client portal and on-premise storage options.\n\n\nSecurely send, share, get feedback, approvals and even e-signatures on any file, fast. Business-class file sharing meets real-time collaboration to accelerate productivity with automated workflows you customize and control.  Give real-time feedback, request approvals, co-edit—even get legally binding e-signatures seamlessly—on any device. Plus, with real-time tracking, you always know exactly where things stand.  Using SSAE 16 Type II certified data centers, all your indispensable company data is stored in proven and trusted cloud infrastructure, standards used by leading e-commerce websites and in internet banking.\n\n\nPricing is based on monthly and annual subscriptions. Support is extended via FAQs, documentation, phone, email and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/519b6eb8-a53e-4e6a-bb7a-aec85c8e6de9.png","url":"https://www.softwareadvice.co.nz/software/420058/sharefile","@type":"ListItem"},{"name":"Pipefy","position":8,"description":"Pipefy is a no-code workflow automation and process management platform that serves mid-market and enterprise companies across industries such as HR, finance, procurement, and IT. The software is cloud-based, making it accessible from any web browser without local installation. Core features include customizable process templates, automated task routing, form-based data collection, and integrations with third-party tools. Pipefy allows teams to build and manage workflows without writing code, reducing manual work and keeping processes consistent across departments. Reporting and analytics tools give managers visibility into bottlenecks and team performance. Support is available via email, live chat, and an online knowledge base with guides and tutorials.","image":"https://images.g2crowd.com/uploads/product/image/449a7c912c5e493a3d51990298e9b500/pipefy.png","url":"https://www.softwareadvice.co.nz/software/447784/pipefy-procurement","@type":"ListItem"},{"name":"FollowUp CRM","position":9,"description":"FollowUp CRM offers sales tracking software for the construction industry, and is suitable for companies of all sizes. FollowUp CRM offers features such as the ability to track pipelines, set goals for team members, view reports and coordinate workflow within the organization.\n\n\nThe system keeps track of projects, bids and leads that are in the pipeline, and users can view personalized information regarding their leads. Follow-up reminders can be sent to users at scheduled intervals. FollowUp Power also houses a historical interaction database and provides a library of analytical reports. Users can select reports directly from the library or configure them as needed.\n\n\nAdditional features include workflow automation tools and multi-bid functionality. User security levels which administrators to determine which users have access to specific tools and data. FollowUp CRM also provides an online training portal.\n\n\nPricing is per user per month. Email and phone support are available.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f77481a2-0dfb-432d-9c5c-c7c6a65b5d08.png","url":"https://www.softwareadvice.co.nz/software/6138/followup-mech","@type":"ListItem"},{"name":"LearnWorlds","position":10,"description":"LearnWorlds is a learning management system (LMS) designed for organizations and creators who want to run online learning as a serious, scalable operation. It helps you create, deliver, manage, and monetize learning programs from one platform, while keeping full control over your brand, content, and data.\n\nInstead of combining separate tools for courses, payments, analytics, and automation, LearnWorlds brings everything together in a single system. This makes it easier to launch learning programs faster, manage them day to day, and improve results over time.\n\nLearnWorlds is used by training providers, growing businesses, and teams that need structure, flexibility, and visibility across their learning efforts.\n\nKey benefits for users:\n\n- Run learning programs with less manual work: Automations, integrations, and centralized workflows reduce repetitive tasks like enrollments, access management, and learner communication.\n- Deliver learning that feels professional and branded: Full white labeling and a no-code site builder allow you to match your academy to your brand, without relying on developers.\n- Create courses faster with AI support: AI-assisted tools help with content creation, assessments, and workflows, so you can build and update courses more efficiently.\n- Understand what is working and what is not: Built-in reports show learner engagement, progress, and outcomes, helping you make informed decisions and improve your programs.\n- Sell learning without extra tools: Built-in ecommerce features let you sell courses, memberships, and bundles, accept secure payments, and manage access in one place.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e255f449-4b2a-4ec5-bf76-f4e486b3b5ff.png","url":"https://www.softwareadvice.co.nz/software/96743/learnworlds","@type":"ListItem"},{"name":"Fusebase","position":11,"description":"FuseBase: AI-Native Client Portal and Client Collaboration Platform for Client-facing Teams\n\nYour clients already have AI. They can complete more routine work themselves, faster and cheaper than before. That changes what they value from agencies, consultants, professional services firms, sales teams, customer success teams, support teams, RevOps, onboarding, implementation, and operations teams.\n\nFuseBase helps client-facing businesses move from legacy portals, scattered tools, and manual service delivery to AI-native client operations: a governed operating model where client work becomes visible, repeatable, easier to deliver, and easier to productize under your own brand.\n\nUse FuseBase to improve delivery, increase client stickiness, and turn expertise into recurring revenue.\n\nWhat FuseBase Helps You Do:\n- Run branded client portals, onboarding hubs, deal rooms, partner workspaces, knowledge bases, approvals, and secure client collaboration in one environment.\n- Give clients clear status, next steps, files, deliverables, and approvals without exposing your internal back office.\n- Standardize repeatable client workflows across sales, onboarding, implementation, support, customer success, operations, and professional services.\n- Turn proven workflows into reusable client systems, portal modules, workflow packs, client-facing apps, paid modules, and white-labeled solutions under your brand.\n- Keep existing tools where they work while standardizing the client-facing foundation with roles, permissions, secure files, dashboards, integrations, and AI-assisted operations.\n\nWhat Sets FuseBase Apart:\nTraditional client portals store information. PM tools organize internal work. Automation tools connect predefined steps. Generic AI builders create apps.\nFuseBase is built for the trust boundary of client-facing work: internal control, external simplicity, secure permissions, approvals, workflow state, client accounts, branded environments, and human-approved AI-assisted execution.\nClients get simplicity. Your team gets control. FuseBase handles the foundation in between.\nSince 2014, FuseBase has helped teams adapt through shifts in collaboration, portals, AI, and client-facing apps. Today, FuseBase gives client-facing businesses a foundation to operate, productize, and grow in the AI-native era.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/405338c3-044b-486a-adec-bd33f93a1f2d.png","url":"https://www.softwareadvice.co.nz/software/384776/Fusebase","@type":"ListItem"},{"name":"ClientPoint","position":12,"description":"ClientPoint  is a cloud-based document and proposal generation solution that allows users to create, send, manage and track documents, proposals, contracts, brochures and more. It’s suitable for sales, business, marketing and client success teams in almost all industries. Key features include document and proposal creation, tracking and analytics tools, CRM, ERP, BI integration, emailing, secure business relationship workspaces (including messaging, video chat, scheduling appointments, sharing content, e-signature service), payment integration and customized branding.\n\nClientPoint enables users to create custom documents and proposals with the help of proposal templates, brochures and price quotes from a centralized library. Users can attach various content types including text files, videos, brochures and pricing quotes and share them with clients. Users can check the status of all proposals, including sent, unsent, viewed and downloaded, from the dashboard. Real-time analytics provide information on total engagement status, activity logs and viewed and shared items. The e-signature feature allows proposals to be completely processed online from start to close.\n\nClientPoint offers integration with Salesforce, Hubspot, Microsoft Dynamics, NetSuite, Sertify, RightSignature, DocuSign and much more.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a5cee1af-6506-4bb3-ae4a-eb6a66d4fd0f.png","url":"https://www.softwareadvice.co.nz/software/39167/paperless-proposal","@type":"ListItem"},{"name":"Bizagi","position":13,"description":"Bizagi is an enterprise platform for business orchestration and AI automation, enabling organizations to design, automate, and run complex end-to-end processes that bring together people, AI agents, systems, and data. Unlike point AI tools, Bizagi is the operational layer where AI, processes, and enterprise systems work together: governed, auditable, and production-ready.\nBuilt on more than two decades of enterprise process expertise, Bizagi brings the depth of operational knowledge that newer AI platforms simply have not had time to develop. That foundation is what makes Bizagi's AI story credible where others are still experimental.\nBizagi's native AI capabilities are built directly into the platform. AI Agents are reusable, GenAI-powered assistants configured in the AI Hub, capable of content generation, document analysis, classification, summarization, and more. They can be invoked from processes, interfaces, or other agents, and integrate via connectors and Model Context Protocol to reach internal and external systems. AI Workers automate repetitive tasks inside forms and workflows by analyzing rules, field history, and process context, operating in supervised or more autonomous modes and improving through reinforcement learning. Ask Ada, Bizagi's conversational analytics assistant, lets users query business data in natural language and receive answers, charts, and insights, all within Bizagi's role and permission model and grounded in both process data and enterprise documents through a built-in RAG knowledge layer.\nGovernance is central, not optional. Bizagi runs on Microsoft Azure with Private OpenAI integration, keeping sensitive data within a secure perimeter. AI features require deliberate configuration and deployment. Generative AI capabilities are intentionally built into workflows rather than casually enabled, and Data Domains, Personas, and Bizagi's role model control precisely what any AI capability can access and how results can be used.\nCustomers see results fast. Stone Coast Fund Services reduced processing time by 80% across more than 25,000 annual service requests, going live in six weeks. Bizagi's AI Ignite packages take organizations from zero to live AI Agents or AI Assistants in approximately seven weeks, combining software and professional services to de-risk early projects.\nWith over 1,000 enterprise implementations across financial services, manufacturing, healthcare, and government, Bizagi is named in the 2025 Gartner Magic Quadrant for Business Orchestration and Automation Technologies (BOAT), Microsoft Certified for AI in Financial Services and Manufacturing, and a G2 leader across Agentic AI, AI Agents for Business Operations, BPM, and Digital Process Automation. Customers include DHL, Unilever, Caterpillar, and Old Mutual.\nFor more information, visit bizagi.com.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/20b340e3-dc48-4c16-b72d-b7025d3ff7a6.png","url":"https://www.softwareadvice.co.nz/software/438602/bizagi","@type":"ListItem"},{"name":"Assembly","position":14,"description":"🌟 Assembly – Recognition That Builds Belonging and Retention\n\nAssembly is an employee recognition and rewards platform built for HR leaders, managers, and teams who want to strengthen culture, reduce turnover, and create a workplace where employees feel truly valued. Whether your teams are in-office, remote, or hybrid, Assembly helps you celebrate wins, boost morale, and improve retention — all from one easy-to-use platform.\n\n👩‍💼 Who It’s For\n\nAssembly is ideal for HR and People leaders who want to simplify engagement programs, managers who need real-time insight into their teams, and employees who want a simple, fun way to celebrate one another. Mid-sized and growing organizations (50–5,000 employees) see the most impact, but Assembly is flexible enough to scale with businesses of any size.\n\n✨ Unique Benefits\n\nPeer & Manager Recognition – Appreciation flows from every direction, making recognition more meaningful and authentic.\n\nAwards, Announcements & Challenges – Build energy and connection with structured awards, company-wide updates, and gamified challenges.\n\nAutomated Celebrations – Never miss a birthday, anniversary, or new hire welcome.\n\nFlexible Rewards Catalog – From gift cards and experiences to donations and branded swag, give employees choices they actually value.\n\nAI-Powered Insights – DoraAI surfaces trends, participation gaps, and cultural health metrics, helping leaders make data-driven decisions.\n\nManager Dashboards & Alerts – Proactive notifications and easy-to-read dashboards keep leaders connected to their teams.\n\nSeamless Integrations – Works directly in Slack, Microsoft Teams, and integrates with leading HRIS platforms.\n\nCustom Branding & Multilingual Support – Tailor the platform to reflect your values, culture, and global workforce needs.\n\n🔒 Support & Security\n\nAssembly provides dedicated onboarding and premium customer support to ensure your program succeeds from day one. Built with enterprise-grade security, Assembly is SOC 2 Type II certified and compliant with GDPR and CCPA, so you can trust that your employee data is always safe.\n\n👉 With 90%+ average participation rates and adoption across 400+ organizations, Assembly helps HR teams and managers turn recognition into retention, culture into connection, and appreciation into ROI.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/6208ac99-eadf-4219-b2fc-db28e461f1c2.png","url":"https://www.softwareadvice.co.nz/software/334882/assembly","@type":"ListItem"},{"name":"Custify","position":15,"description":"Custify is cloud-based customer success software that helps businesses capture data from multiple sources to retain customers, reduce churn rate and improve revenue, contract renewals, product adoption and more. The platform allows organizations to track the utilization of licenses and receive notifications about contract/trial expiration to enhance paid subscriptions and upselling opportunities.\n\n\nCustify includes custom playbooks, which enable teams to create personalized workflows for a variety of recurring tasks like renewal procedures, sending onboarding emails and assigning team members to accounts. It offers a host of features such as CSM ratings, 360-degree view, customer lifecycle tracking, historical records, and more. Additionally, managers can receive custom alerts via email or in-app notifications for incomplete onboardings, pending renewals or other events. \n\n\nCustify supports integrations with various third-party applications like Slack and Segment via APIs. Pricing includes monthly subscriptions and support is extended via email, FAQs and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/26e4534a-67b3-4320-b047-5966458deddc.png","url":"https://www.softwareadvice.co.nz/software/148852/custify","@type":"ListItem"},{"name":"ChurnZero","position":16,"description":"ChurnZero is a cloud-based customer success management platform, which helps subscription businesses to understand their product reception among customers, predict the likelihood of subscription renewals and automate the processes of enhancing customer experience through relevant touch-points such as improvising in-app content.\n\n\nKey features of ChurnZero include account alerts, account management, communication management, customer engagement, lifecycle management, health score, onboarding, revenue management, usage tracking/analytics and win/loss analysis. Well-suited for small to large enterprises, it aims to deliver personalized experiences to customers across all products and services.   \n\n\nChurnZero integrates with Salesforce, NetSuite, Intercom, HubSpot, HelpScout, Gmail, Zoho CRM, QuickBooks, Teamwork Desk, Freshsales, and more. Support is extended via phone, documentation and an online help desk, and pricing is available via annual subscription.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/29d11551-afdd-45d8-aa9a-3bb3a33bb620.png","url":"https://www.softwareadvice.co.nz/software/77862/churnzero","@type":"ListItem"},{"name":"Plaid","position":17,"description":"Plaid is a cloud-based financial solution that helps users establish a connection between applications and bank accounts to access banking data. It allows to authenticate accounts, check balances, verify identity, validate income, verify assets and more.\n\nDesigned to facilitate both lenders and borrowers, Plaid offers secure access to the bank information. It offers a host of features including transaction history, Automated Clearing House (ACH) authentication, real-time account balance, assets verification, employer verification and more. Additionally, it allows verifying email, mailing address, phone number and generating reports in JavaScript Object Notation (JSON) and Portable Document Format (PDF).\n\nProviding information on geolocation, merchant, and categories, Plaid directly integrates with any digital loan application to provide real-time updates. Pricing of the offering is based on the number of instances and per month basis. Support is extended via online help desk.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c91a81bc-9c50-44e0-a9e0-fdddb2c5b27b.png","url":"https://www.softwareadvice.co.nz/software/179020/plaid-for-lending","@type":"ListItem"},{"name":"Content Snare","position":18,"description":"If you serve clients, you'll know how frustrating it can be to get information from them.\n\nDelays can often span weeks or months. Email trails get longer and longer. Files get lost in the mess. \n\nIt's hard to work out what items have already been provided and what is outstanding. All of this wastes a lot of time. \n\nContent Snare transforms this into a smooth end-to-end process, making it easy to gather the information you need from clients. \n\nIt's like a checklist for your clients, where they can answer questions, upload files and monitor their progress.\n\nThey'll get reminders if they don't finish everything, saving you the time of chasing clients. \n\nContent Snare customers report an average of 71% less time gathering information from clients.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d2db8de6-523c-4430-869a-33febb43ff22.jpeg","url":"https://www.softwareadvice.co.nz/software/230686/content-snare","@type":"ListItem"},{"name":"Clientary","position":19,"description":"Clientary is a full-suite app for teams to manage projects, hours, proposals, leads, invoices, payments, staff, and clients. Clientary is perfect for a professional services firm. From nurturing prospects with beautiful proposals to tracking time/expenses and billing clients with professional invoices, Clientary has businesses covered.\n\nClientary's unique invoicing system allows administrators to use multiple premade themes, or create invoices and estimates. Clientary also includes a branded client portal to help teams look professional to clients and prospects. Teams can make clients (and prospective clients) by organizing billing in one place.\n\nInvite staff or event external contracts to contribute to projects. Use the role-based system to manage access and keep team members focused on what matters.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/639467d9-2563-4279-b44d-53ee1f9a4168.png","url":"https://www.softwareadvice.co.nz/software/370567/clientary","@type":"ListItem"},{"name":"Product Fruits","position":20,"description":"Product Fruits is a customer onboarding platform designed to improve user adoption and retention through interactive guidance tools. It is used by software companies, SaaS providers, and digital product teams to simplify onboarding processes, reduce churn, and enhance product engagement without requiring coding knowledge.\n\nThe platform includes features such as interactive tours and guides that help users navigate applications, onboarding checklists that break down complex tasks, and contextual hints and tooltips that highlight key functionalities. It provides in-app announcements through pop-ups, banners, and newsfeeds to share updates. Tools for measuring user satisfaction, such as NPS surveys, are included, along with a feedback widget for gathering user input. A 24/7 in-app support button is available for assistance.\n\nAI-powered features automate the creation of welcome tours, feature guides, and announcements, streamlining content development. Onboarding flows can be triggered based on user activities using custom events. A knowledge base organizes content for self-service support. The platform is designed to work within existing software environments and includes security measures to protect data.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/aa532ebf-c649-45bb-b50f-a56542bb71a7.png","url":"https://www.softwareadvice.co.nz/software/336906/product-fruits","@type":"ListItem"},{"name":"Learn:Up","position":21,"description":"Learn:Up by Confirm (formerly Learning Pool)\n\nOne platform for every audience you need to enable.\n\nLearn:Up (formerly WorkRamp) brings employee learning, revenue enablement, and customer education together so growing organizations can build capability without creating a collection of disconnected learning systems.\n\n- Get people up to speed faster: Build structured onboarding and role-based learning that helps employees become productive sooner.\n\n- Create without starting from scratch: Use AI-assisted authoring to turn ideas and source material into learning content faster.\n\n- Practice before it counts: Give sales teams AI-powered conversation simulations to rehearse pitches, handle objections, and sharpen their skills before they get in front of a customer.\n\n- Create learning for every audience: Build branded learning experiences for employees, customers, and channel partners, with tailored content and access.\n\n- Put learning into the flow of work: Connect with Salesforce, Slack, Microsoft Teams, Zoom, and other tools teams already use.\n\n- Build skills, not just completions: Use assessments, certifications, video assignments, instructor-led learning, and interactive content to develop and test capability.\n\n- See whether it's working: Track completion, assessment results, ramp time, and other outcomes to understand how learning is affecting workforce and customer enablement.\n\nLearn:Up helps organizations bring people up to speed, give customers more value, and turn learning into a competitive advantage.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/4d811f12-fad3-44af-b70f-16ec265dd109.png","url":"https://www.softwareadvice.co.nz/software/384104/workramp","@type":"ListItem"},{"name":"Digemy","position":22,"description":"Digemy is a neuroscience-powered microlearning platform built to close knowledge gaps, reduce ramp time, and drive lasting performance at scale. Trusted by leading organisations across sectors, Digemy supports over 1 million learners globally through personalised, mobile-first learning journeys.\n\nTraditional training is failing the workforce. Up to 80% of one-and-done training is forgotten within 24 hours, leading to operational inefficiency, costly rework, poor customer experiences, and missed revenue opportunities. Digemy solves this by focusing on the single biggest predictor of performance: long-term knowledge retention. Because we can’t apply what we can’t remember.\n\nUsing microlearning, personalised reinforcement, and gamification, Digemy helps learners retain what matters most. Each employee receives a tailored learning journey that strengthens memory over time, ensuring they don’t just complete training, but actually remember and apply it in the moments that matter.\n\nThe result? Faster onboarding, shorter ramp times, reduced employee turnover, and measurable efficiency gains across the organisation. With real-time access to retention data, leaders can proactively identify emerging knowledge risks, link performance gaps to training gaps, and drive informed, targeted interventions.\n\nDigemy is especially effective for high-performance, high-compliance, and customer-facing teams where consistency, confidence, and capability are essential. Whether you're enabling sales teams, onboarding frontline staff, or building capability in retail, healthcare, manufacturing, logistics or financial services, Digemy delivers learning that fits into the flow of work and life.\n\nWith intuitive content creation tools, unlimited multimedia uploads, real-time analytics, and flexible pricing models, Digemy makes it easy for HR, L&D and Operations teams to roll out impactful training.\n\nBacked by a Net Promoter Score of 97/100 and a promise of 30% training retention uplift in just three months, Digemy isn’t just another LMS or e-learning platform. It’s a training engine designed to unlock the full potential of your people.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/81ef5be7-128f-4528-8f5e-5f4a2ce515a0.png","url":"https://www.softwareadvice.co.nz/software/391178/digemy","@type":"ListItem"},{"name":"GUIDEcx","position":23,"description":"GUIDEcx is a customer onboarding solution that simplifies complex implementation workflows. Unlike other project management tools, GUIDEcx is built to engage internal teams and customers or third parties.\n\nWith over 300,000 projects successfully completed, GUIDEcx helps teams shorten time to value, reduce churn, and increase team capacity through intelligent automation and customer engagement. \n\nTask automation, role-based project views, intelligently forecasted end dates, and engagement through the portal, email, or mobile app make it easy to guide users through onboarding projects. \n\nPlus, with the GUIDEcx Recipe Builder (native iPaaS solution), you can streamline your tech stack with custom-built integrations to any software solution.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e684d417-5542-4da8-9cd4-a9a73b89aefc.jpeg","url":"https://www.softwareadvice.co.nz/software/349977/guidecx","@type":"ListItem"},{"name":"Clustdoc","position":24,"description":"Clustdoc is a client onboarding and engagement platform designed for complex, high-stakes processes.\n\nIt gives organizations a controlled environment in which to coordinate customers, internal teams, business rules, and compliance requirements, replacing fragmented emails, spreadsheets, and disconnected tools with a more structured way of working.\n\nTeams can build end-to-end onboarding workflows with guided forms, checklists, document requests, task assignments, approval stages, B2C and B2B verification, e-signatures, automated reminders, conditional logic, and more.\n\nClustdoc strengthens visibility, accountability, consistency, and operational control across every stage of the process.\n\nThe platform supports repeatable workflows involving clients, partners, vendors, applicants, and staff, while providing each participant with a clear, branded portal experience.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a16fa27b-2ea3-49dc-9ee9-8106a856bcaa.png","url":"https://www.softwareadvice.co.nz/software/434990/clustdoc","@type":"ListItem"},{"name":"Travitor","position":25,"description":"Travitor is a cloud-based learning management system that helps organizations create, deliver, and track employee training programs. Companies use Travitor to manage onboarding, compliance training, certification tracking, and workforce development programs in one centralized platform.\n\nThe platform includes tools to build courses using videos, PowerPoint presentations, documents, quizzes, and learning paths. Managers can assign training, monitor progress, and generate reports to track completion across the organization.\n\nTravitor also includes compliance-ready courses in Harassment Prevention, OSHA Safety, Cybersecurity, and HIPAA, along with professional development courses covering Sales, Customer Service, Project Management, and Leadership.\n\nThe system integrates with HR platforms such as BambooHR, Paylocity, ADP, and Gusto, helping organizations manage employee training alongside their HR systems.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c070ef53-af76-4adc-bf51-d62781d5566a.png","url":"https://www.softwareadvice.co.nz/software/176056/travitor","@type":"ListItem"}],"numberOfItems":25}
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