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description: Page 2 - 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: Page 2 - Best Client Onboarding Software in New Zealand - 2026 Reviews, Pricing & Demos
---

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# Client Onboarding Software

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## Products

1. [Moovila](https://www.softwareadvice.co.nz/software/202483/moovila) — 4.6/5 (39 reviews) — Moovila Perfect Project is an AI-driven project and portfolio management platform designed to help project teams deli...
2. [Scribe](https://www.softwareadvice.co.nz/software/356988/scribe) — 4.8/5 (37 reviews) — Scribe saves you time by automatically creating step-by-step guides from the work you're doing. It follows along a pr...
3. [SmartKarrot](https://www.softwareadvice.co.nz/software/88639/smartkarrot) — 4.4/5 (37 reviews) — SmartKarrot allows Customer Success and Account Management teams to handle their Customer Growth (Expansion \& Ret...
4. [Assembly](https://www.softwareadvice.co.nz/software/187576/Assembly) — 4.8/5 (35 reviews) — Create remarkable client experiences. CRM, portal, payments, tasks, contracts \& more — with an AI Assistant that ...
5. [Skilljar Customer Education](https://www.softwareadvice.co.nz/software/358149/skilljar) — 4.6/5 (35 reviews) — Educate, engage, and retain everyone you do business with. Skilljar is the leading external LMS because it is purpose...
6. [Planhat](https://www.softwareadvice.co.nz/software/108855/planhat) — 4.6/5 (28 reviews) — Planhat is a customer success solution that helps businesses use configurable workflows to streamline the entire cust...
7. [UniFi](https://www.softwareadvice.co.nz/software/426639/UniFi) — 4.5/5 (27 reviews) — UniFi is a revolutionary cloud-based platform with limitless use cases for finance and all connected departments. It ...
8. [Moxo](https://www.softwareadvice.co.nz/software/142336/moxo) — 4.0/5 (24 reviews) — Moxo’s service orchestration platform transforms complex B2B relationships into seamless experiences. Business proces...
9. [Bites](https://www.softwareadvice.co.nz/software/338349/bites) — 4.9/5 (22 reviews) — Bites is a training platform designed to boost productivity through engaging, bite-sized learning. The platform is su...
10. [Precursive OBX](https://www.softwareadvice.co.nz/software/323353/precursive-obx) — 4.4/5 (21 reviews) — Precursive OBX is a customer success and client onboarding platform. It features playbooks, collaboration, and analyt...
11. [TaskRay](https://www.softwareadvice.co.nz/software/159073/taskray) — 4.3/5 (20 reviews) — TaskRay by Bracket Labs is a cloud-based project management and customer onboarding solution for Salesforce. The soft...
12. [ClientSuccess](https://www.softwareadvice.co.nz/software/349993/clientsuccess) — 4.2/5 (17 reviews) — Client Success is a one stop shop for everything related to customer success and client onboarding. Drive new custome...
13. [Adamo Digital Platform](https://www.softwareadvice.co.nz/software/370232/adamo-digital-platform) — 4.7/5 (16 reviews) — The Adamo Digital Platform is in its third generation after 15 years of development. It is designed and developed to ...
14. [Intellum Platform](https://www.softwareadvice.co.nz/software/444714/intellum-platform) — 4.6/5 (15 reviews) — Intellum provides the world's largest and fastest-moving companies, including Amazon, Google, X (Twitter), Meta, Mail...
15. [CommandBar](https://www.softwareadvice.co.nz/software/385869/commandbar) — 4.9/5 (15 reviews) — CommandBar is the AI-powered, non-annoying User Assistance Platform (UAP). Most tools designed to help users actually...
16. [Kompassify](https://www.softwareadvice.co.nz/software/501699/Kompassify) — 4.7/5 (15 reviews) — Kompassify is a no-code digital adoption platform designed to help teams create user onboarding experiences without r...
17. [TocToc](https://www.softwareadvice.co.nz/software/239326/toctoc) — 4.8/5 (14 reviews) — TocToc is an all-in-one platform to manage the entire customer journey, from client onboarding to customer engagement...
18. [Revinova](https://www.softwareadvice.co.nz/software/392637/revinova) — 4.6/5 (14 reviews) — Revinova is an Agentic AI Orchestration and Enablement Platform designed to transform how businesses educate, engage,...
19. [Apty](https://www.softwareadvice.co.nz/software/349986/apty) — 5.0/5 (10 reviews) — Apty is a digital software and enterprise resource adoption platform that helps companies pinpoint performance proble...
20. [ScalePad Lifecycle Manager](https://www.softwareadvice.co.nz/software/449668/ScalePad) — 4.6/5 (10 reviews) — ScalePad Lifecycle Manager is a platform designed to assist managed service providers in managing operations and show...
21. [HelpHero](https://www.softwareadvice.co.nz/software/422412/helphero) — 4.7/5 (7 reviews) — Discover just how easy it is to onboard and enhance the experience of users using HelpHero’s software platform. With ...
22. [ScreenSpace](https://www.softwareadvice.co.nz/software/383923/screenspace) — 5.0/5 (6 reviews) — ScreenSpace is an interactive storytelling platform that helps companies showcase their products through immersive, s...
23. [ProteusEngage](https://www.softwareadvice.co.nz/software/485879/ProteusEngage) — 4.5/5 (6 reviews) — ProteusEngage is a solution that helps B2B companies simplify complex, high-stakes customer journeys by uniting sales...
24. [Quest](https://www.softwareadvice.co.nz/software/518926/Quest) — 5.0/5 (6 reviews) — Quest is a customer engagement platform that uses AI-based agents to automate and manage interactions across various ...
25. [Atlas HXM](https://www.softwareadvice.co.nz/software/365311/atlas) — 5.0/5 (5 reviews) — Atlas HXM is a leading global Employer of Record (EOR) solution that enables businesses to hire and manage internatio...

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## Related Categories

- [Presentation Software](https://www.softwareadvice.co.nz/directory/4193/presentation/software)
- [Demo Software](https://www.softwareadvice.co.nz/directory/4530/demo/software)
- [Sales Enablement Software](https://www.softwareadvice.co.nz/directory/595/sales-enablement/software)
- [Document Management Software](https://www.softwareadvice.co.nz/directory/722/document-management/software)
- [User Experience Software](https://www.softwareadvice.co.nz/directory/4258/ux/software)

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Its Smart Scheduling and capacity planning capabilities match tasks to the best available team members based on skills, workload, and availability. It's Template Analytics feature shows teams how accurate work estimates were compared to actual work required per task, then shows how these variations impact margins.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d79d867f-ea11-42ce-92cf-5470809e47f4.png","url":"https://www.softwareadvice.co.nz/software/202483/moovila","@type":"ListItem"},{"name":"Scribe","position":2,"description":"Scribe saves you time by automatically creating step-by-step guides from the work you're doing.\n\nIt follows along a process you want to document, turning clicks and keystrokes into written steps and screenshots, instantly. These instructions and visuals can be edited or modified before sharing.\n\nOnce completed, you can share the document with anyone via a link, or embed within other tools you're already using. You can also download the guide via PDF.\n\nAnyone sharing how to do something can benefit from Scribe. It's often used to onboard new employees, train employees, or answer customer questions.\n\nScribes can document simple processes in one software tool, or they can create advanced workflows across multiple websites. Anything you need to document for someone else, Scribe can help.\n\nUse Scribe to create consistent, modifiable documents such as:\n- Step-by-step guides\n- Work instructions\n- Standard operating procedures\n- Software documentation\n- Process documentation\n- Onboarding documents\n- Customer guides\n- Teaching guides\n- Much more!","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1f7e82f3-bead-4780-8174-d623a4677ba9.png","url":"https://www.softwareadvice.co.nz/software/356988/scribe","@type":"ListItem"},{"name":"SmartKarrot","position":3,"description":"SmartKarrot allows Customer Success and Account Management teams to handle their Customer Growth (Expansion & Retention) and  Scaling Growth operations efficiently (through Intelligence & Automation).\n\n1. Built on a foundation of Augmented Intelligence, SmartKarrot proactively handles complex use cases around Expansion & Retention. Across multiple products, service lines and geographies.\n2. Our Intense focus on Automation & Playbooks allows our customers to scale efficiently.\n3. Our New Age Design with a PLG mindset allows for a great experience for users.\n4. Our unlimited user packages allows our clients to become truly Customer Centric, and enables great alignment within teams.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/8ed8502d-f981-435a-9761-25d4afcf9872.png","url":"https://www.softwareadvice.co.nz/software/88639/smartkarrot","@type":"ListItem"},{"name":"Assembly","position":4,"description":"Create remarkable client experiences. CRM, portal, payments, tasks, contracts & more — with an AI Assistant that works for you. \n\nAssembly is the AI-powered platform for professional service firms. It replaces a patchwork of point tools with one place to run client work — so clients get a clean, branded portal for tasks, payments, messages, files, contracts, and forms, and your team runs on a simple CRM with an AI Assistant that knows full client context. The result: faster onboarding, improved retention, and happier clients. \n\nAssembly also fits the stack you already use. Embed Calendly, Airtable, and 1,000s of other products, connect Zapier/Make and webhooks, or build Custom Apps with our API so your workflow drives the software, not the other way around. Trusted by 1,000+ businesses serving 1M+ clients. SOC 2 Type II and HIPAA. Start a 14-day trial at assembly.com.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/23ec8283-c9be-4b46-a87c-268d5f835522.png","url":"https://www.softwareadvice.co.nz/software/187576/Assembly","@type":"ListItem"},{"name":"Skilljar Customer Education","position":5,"description":"Educate, engage, and retain everyone you do business with. Skilljar is the leading external LMS because it is purpose-built for customer and partner education, our powerful software integrates with all the tools you care about, and we are obsessed with making our customers successful. \n\nTurn new buyers into successful users:\nSkilljar’s external LMS helps you onboard customers and partners quickly and turn them into experts on your product. \n\nPartner with the experts in external education:\nSkilljar is purpose-built for external education. As the industry leader, we know the best practices for using education to expand the impact of your business along the entire customer journey. \n\nDrive measurable impact & profitability:\nEducating users at scale decreases the number of support calls you receive while allowing your CS teams to focus on strategically growing customer satisfaction, driving revenue, and increasing profitability. \n\nImprove customer retention:\nTrained customers are more likely to use your product, understand the value, and not churn.  \n\nGet data-driven insights:\nIntegrate Skilljar data with your CRM, marketing automation, and other customer-related platforms to provide actionable insights for improving customer success and growing your business.\n\nStrengthen the power of your brand:\nCreate an ecosystem of trained and certified customers and partners. Turn your customers into product experts and evangelists. \n\nCompanies who care about product adoption and customer success--like Tableau, DocuSign, Twilio, Procore, and Gong.io--use Skilljar.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/569d2924-f38e-4d2e-9a3e-042da498ac11.png","url":"https://www.softwareadvice.co.nz/software/358149/skilljar","@type":"ListItem"},{"name":"Planhat","position":6,"description":"Planhat is a customer success solution that helps businesses use configurable workflows to streamline the entire customer management lifecycle, from onboarding to reviews and renewals. The task management functionality enables employees to automatically generate tasks for events and activities with details, such as description, checklist, custom tags and due dates.\n\n\nPlanhat's health score module allows staff members to analyze data across product lines, customer segments and lifecycle phases to identify risks and opportunities. Team members can centralize communication processes, assign emails, add comments and filter customer interactions, among other operations using the internal inbox. Additionally, it provides a separate customer portal, which enables professionals to collaborate and share success plans, usage reports and custom playbooks.\n\n\nPlanhat comes with an application programming interface (API), which allows businesses to integrate the system with several third-party solutions, including Zapier, Zendesk, Jira and Slack. It is available on monthly subscriptions and support is extended via documentation, live chat and FAQs.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b3232b22-4e80-4c47-8d18-baac27684e63.png","url":"https://www.softwareadvice.co.nz/software/108855/planhat","@type":"ListItem"},{"name":"UniFi","position":7,"description":"UniFi is a revolutionary cloud-based platform with limitless use cases for finance and all connected departments.\n\nIt empowers organisations to streamline and automate business operations, connects finance to all departments in the organisation, and enables end users to create bespoke business applications (use cases), workflows, and integrations. \n\nIt can also enhance the depth and breadth of your existing systems (ERP, finance, CRM, HR, etc.). \n\nUniFi is designed to replace your 3rd party systems,  providing you with a single source of truth. \n\nUniFi is enterprise-grade software without the cost and can cater to all organisations, industries, and needs. From Finance to Operations and HR, UniFi can automate and streamline any department's processes.\n\nUniFi is intuitive, easy to use, and requires minimal training to get started. The software can be configured and customised for any requirement. It is end-user configurable, which means everyone in your organisation can easily utilise the system.\n\nUniFi offers one system to efficiently manage an ever-growing number of use cases—both the FinanSys team and customers continuously discover and create new use cases daily.\n\nUnlike other solutions, UniFi gives you access to all features (including existing and future releases) with nothing gated behind a paywall.\n\nFull users get access to:\n\nNo-code Application Builder \n\nBusiness Process Management \n\nAutomation \n\nAccounting Automation \n\nMiddleware & Integration \n\nExcel Add-in \n\nWork OS \n\nWorkflow Creator \n\nBusiness Intelligence \n\nDocument Management \n\nPre-installed Foundation Apps \n\nMachine Learning \n\nArtificial Intelligence \n\nMeticulously crafted by the finance and technology experts at FinanSys, UniFi is the culmination of over 25 years of FinanSys' operational experience, with a relentless focus on prioritising the end user. UniFi also embodies a long-term vision, ensuring its relevance for the next 25 years and beyond. \n\nWith a roadmap that includes continuous feature enhancements and the creation of new use cases, the system's longevity is guaranteed. \n\nThis innovative solution is built using modern technology that adapts seamlessly to the future office of the CFO and the increasing demand for closer collaboration between finance and other departments. It offers full configurability and customisation to meet diverse requirements, regardless of whether they are finance-related or not.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c46cc785-8183-4cf7-b2fa-b5a476cef6bc.jpeg","url":"https://www.softwareadvice.co.nz/software/426639/UniFi","@type":"ListItem"},{"name":"Moxo","position":8,"description":"Moxo’s service orchestration platform transforms complex B2B relationships into seamless experiences.\n\nBusiness processes often fragment across departments, clients, vendors, and partners, creating inefficiency and risks. Our platform streamlines these workflows—turning disjointed experiences into smooth, efficient operations that reduce costs and enhance client satisfaction.\n\nMoxo accelerates critical processes including client onboarding, document collection, and exception handling. The results: faster completion times, reduced compliance risks, and superior client experiences.\n\nLeading institutions across financial services, consulting, legal, healthcare, and real estate—including Citibank and BNP Paribas —trust Moxo to orchestrate their mission-critical business relationships.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/7891cf03-691d-410d-a2e1-b43c4c31a963.png","url":"https://www.softwareadvice.co.nz/software/142336/moxo","@type":"ListItem"},{"name":"Bites","position":9,"description":"Bites is a training platform designed to boost productivity through engaging, bite-sized learning. The platform is suitable for organizations across various industries, such as retail, food and beverage, and healthcare. Bites provides a dynamic micro-learning experience to keep employees informed and engaged.\n\nThe platform offers a streamlined content creation process, allowing users to create new training materials. This includes adding captions, removing background noise, and translating content to multiple languages. Bites also enables users to transform static training content into engaging microlearning units.\n\nBites lets stakeholders design custom onboarding, compliance, or upskilling programs on a unified interface. The platform allows users to deliver training materials directly to employees through the preferred chat or email platforms. Bites' real-time analytics dashboard provides valuable insights, including completion rates, quiz results, and performance analysis, to help organizations make data-driven decisions and track the impact of training initiatives.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0901a314-8bdf-413b-85c1-94a9a059f28a.png","url":"https://www.softwareadvice.co.nz/software/338349/bites","@type":"ListItem"},{"name":"Precursive OBX","position":10,"description":"Precursive OBX is a customer success and client onboarding platform. It features playbooks, collaboration, and analytics to help onboard customers quicker and more effectively.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3e89faa0-5894-4a99-9bf3-d4ba3e47d3dd.jpeg","url":"https://www.softwareadvice.co.nz/software/323353/precursive-obx","@type":"ListItem"},{"name":"TaskRay","position":11,"description":"TaskRay by Bracket Labs is a cloud-based project management and customer onboarding solution for Salesforce. The software being a native Salesforce app, enables businesses of all sizes to manage, support and track business operations. TaskRay provides drag-and-drop functionality, reporting and dashboards to handle tasks.\n\n\nTaskRay features solutions such as full suite project management and customer, franchise and SaaS onboarding.  Primary features of TaskRay include kanban boards, templates, stitcher, baselining, task cards, multiple ownership, task assignments, time tracking, labels, topics, auto-follow, feed tracking, customer statuses, lightening components and dashboards. The software supports collaboration by using file sharing and Chatter groups.\n\n\nTaskRay integrates with Quip, GridBuddy, DocuVault, Box, Conga, CircusInsight and FormAssembly. Pricing is via monthly subscription and support is provided via documentation, an online help desk and email.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/14584d35-0fda-4503-8210-6571647857de.png","url":"https://www.softwareadvice.co.nz/software/159073/taskray","@type":"ListItem"},{"name":"ClientSuccess","position":12,"description":"Client Success is a one stop shop for everything related to customer success and client onboarding. Drive new customer growth while focusing on retention and renewal.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/be92216e-9f96-42f4-8b3b-aeb8e9b67fc3.png","url":"https://www.softwareadvice.co.nz/software/349993/clientsuccess","@type":"ListItem"},{"name":"Adamo Digital Platform","position":13,"description":"The Adamo Digital Platform is in its third generation after 15 years of development. It is designed and developed to meet all the digital business needs of mid and large enterprises with extensive back-office operations and large case numbers. \n\nThe software is cloud based, so it can be accessed at any time, from anywhere using any device (desktop, tablet and mobile phone), no installation is required.\n\nIt is a likable and easy to use software that replaces email and spreadsheet based business management. Automated workflows help efficiency and cost saving in particular to repetitive, labour and information intensive processes. \n\nA highly customizable platform for end-to-end business management. Adamo is not a box product and it is designed for easy integration with an organization's already existing, optimized processes. It offers digital solutions for every aspect of business, and supports sustainable, entirely paperless operations. \n\nThe platform is equipped with tools that support collaboration, which makes it easier for remote workers to stay connected and up to date on the progress of projects, reducing the risk of problems such as miscommunication or missed deadlines. Team members communicate more easily with each other, avoiding frustration caused by lack of information. Individuals can get more work done in less time, which benefits the company as a whole, as overall performance increases and productivity improves.\n\nIt is built with interconnected modules and functions. Its basic features such as client-, document-, project-, and workflow-management supplemented by innovative solutions like the fully automated invoice processing, a finance module with budgeting and forecasting functions and profit and loss statements. \n\nThe controlling module offers users and management real time information about cash-flow, a wide range of reports and analytics with visual aids, charts and diagrams. The main Dashboard can also be fully customized for users with the relevant information according to their eligibility and access right levels.\n\nSome really forward looking features make the platform a unique solution in its category. The e-contracting module offers an entirely digital process from quotation to the signing of the contracts with eIDAS compliant e-signature. Deals between the parties can be done even without the need for a personal meeting, as an integrated remote identification service can be launched directly from the platform for AML and KYC purposes. \n\nThere is a customer portal for clients, with access to their tasks and projects, documents, invoices or contracts directly, without the need of contacting help-desk or support center. It also reduces the dependency on telephonic or email communication, and all messages exchanged on the portal are directly attached to clients' live tasks and projects.\n\nThe HR module - besides the basic employee related and onboarding functions - offers an e-learning system to deliver learning in a user-friendly and engaging way, a simple and intuitive system that focuses on learning implementation rather than passive learning consumption.\n\nAdamo also has an internal messaging and notification system, so users are not interrupted by application and information overload that normally creates chaos in a working environment. \n\nThe platform is easily integrated with existing 3rd party software and applications. It is already integrated with Outlook and Exchange, so emails are diverted and attached directly to tasks, projects or clients. The Mailchimp integration provides a great opportunity to create and launch campaigns or send newsletters to clients directly from the CRM module. Adamo's standard edition is also integrated with various book-keeping software, tax-authority and business directory data-bases, however, these must be localized according to the options available and the regulations in place on a specific market.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d6875e73-db26-4ccc-90b1-384def9d7e09.png","url":"https://www.softwareadvice.co.nz/software/370232/adamo-digital-platform","@type":"ListItem"},{"name":"Intellum Platform","position":14,"description":"Intellum provides the world's largest and fastest-moving companies, including Amazon, Google, X (Twitter), Meta, Mailchimp, Gusto, Redbull, Snap Inc., Pinterest, Stripe, AirBnB, and Verizon, with an all-in-one solution for authoring, presenting, managing, tracking, and continuously improving customer, partner, and employee education initiatives at scale.\n\nBacked by a team of award-winning learning practitioners, consultants, content experts, engagement professionals, developers, and engineers, with a scientific, data-driven approach based on 20+ years of industry experience, our solutions help organizations improve product utilization, customer retention, and revenue.\n\nIntellum Platform\nOur learning management system Includes everything you need to create, present, manage, track, and improve highly-engaging and personalized educational experiences at scale, with support for robust all content types, built-in gamification features, support for high- and low-stakes certifications, conformance with accessibility standards, and powerful API and out-of-the-box integrations.\n\nIntellum Social\nThe only social tool purpose-built for external education, creating engaging collaboration and networking experiences inside and outside the platform on both desktop and mobile.\n\nIntellum Insights\nArms you with the data needed to prove initiative success and make educated content decisions, ensuring desired learner and business outcomes, through standard, easy-to-understand data dashboards.\n\nIntellum E-commerce\nProvides a seamless, in-platform customer experience for monetizing high-value activities, courses, certifications, and more.\n\nIntellum Evolve\nLets you create interactive, responsive, and HTML5 eLearning content quickly and easily, with advanced content creation tools and controls and in-platform play and launch capabilities.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/071f9398-4da5-46e4-af9b-3855edb936fc.png","url":"https://www.softwareadvice.co.nz/software/444714/intellum-platform","@type":"ListItem"},{"name":"CommandBar","position":15,"description":"CommandBar is the AI-powered, non-annoying User Assistance Platform (UAP). \n\nMost tools designed to help users actually end up annoying them with pestering popups. CommandBar's goal is to unleash your users, not bother them. \n\nWe do this by giving product, marketing, growth, and customer teams tools to create experiences that detect and target user intent. Like our Copilot natural language chat interface, Spotlight search, and nudges that trigger based on in-product behaviors.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/320e466f-b872-4371-95c0-172d01d057fc.png","url":"https://www.softwareadvice.co.nz/software/385869/commandbar","@type":"ListItem"},{"name":"Kompassify","position":16,"description":"Kompassify is a no-code digital adoption platform designed to help teams create user onboarding experiences without requiring technical expertise. It is used by SaaS companies and product teams to enhance activation rates and feature adoption among users. Organizations across various industries utilize the platform to guide new users from initial signup to understanding product value.\n\nThe platform includes features such as in-app product tours for interactive walkthroughs, onboarding checklists to simplify complex processes, and progress bars to display user advancement during onboarding. It also offers a notification widget for sharing product updates and new features, along with survey tools for gathering user feedback and assessing satisfaction. Teams can create personalized onboarding paths using multi-choice options and monitor engagement through no-code product analytics. The platform includes a Chrome extension builder for building, previewing, and deploying onboarding experiences directly within applications.\n\nKompassify processes data within the European Union and complies with GDPR regulations through a zero-knowledge design that avoids collecting sensitive user information. It provides customization options to align with existing SaaS applications and maintain brand consistency. The setup process is designed to be quick and does not require developer resources or IT support.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/79571215-2c17-4cf0-8932-970966382370.png","url":"https://www.softwareadvice.co.nz/software/501699/Kompassify","@type":"ListItem"},{"name":"TocToc","position":17,"description":"TocToc is an all-in-one platform to manage the entire customer journey, from client onboarding to customer engagement. It simplifies and digitalizes procedures to improve performance and customer relations.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/7b45e0aa-7fd0-47a1-93c3-8b7690da1068.png","url":"https://www.softwareadvice.co.nz/software/239326/toctoc","@type":"ListItem"},{"name":"Revinova","position":18,"description":"Revinova is an Agentic AI Orchestration and Enablement Platform designed to transform how businesses educate, engage, and convert customers, partners, and prospects.\nWe combine the power of intelligent AI agents with a robust persona-based learning system to drive Knowledge-Led Growth™ at scale.\nOrchestration Layer:\nEasily build, deploy, and govern AI agents purpose-built for sales, support, onboarding, or marketing enablement — all from a unified interface.\n\nEnablement Layer:\nCreate and deliver personalized learning experiences, track content engagement, and empower Customer Success, Marketing, and Channel Partner teams to reduce churn, accelerate onboarding, and boost conversion.\nWith seamless integrations, enterprise-grade security, and actionable analytics, Revinova enables you to orchestrate intelligent workflows and scale your education-led initiatives with confidence.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3f528d80-5e86-4dcc-8234-1e21af7e32b2.jpeg","url":"https://www.softwareadvice.co.nz/software/392637/revinova","@type":"ListItem"},{"name":"Apty","position":19,"description":"Apty is a digital software and enterprise resource adoption platform that helps companies pinpoint performance problems of newly adopted software solutions. It enables a company's CIO, CTO, or application owner to eliminate pain points without writing code. It features on-screen suggestions, walkthroughs, and reminders to alert team members to submit project or status reports.\n\nThe adoption platform takes a proactive digital approach to ensure business process compliance. It also comes with project tracking tools and an analytics dashboard to help optimize the usage of company software. It works with a range of web-based applications and helps users get the most out of brand-new software applications without additional training tools. Businesses can use the system for IT training, onboarding staff, optimizing costs, and managing organizational change.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/35221918-263d-4bd1-aa9e-90e83b3562dc.png","url":"https://www.softwareadvice.co.nz/software/349986/apty","@type":"ListItem"},{"name":"ScalePad Lifecycle Manager","position":20,"description":"ScalePad Lifecycle Manager is a platform designed to assist managed service providers in managing operations and showcasing strategic value to clients. It supports organizations of various sizes, from those in early stages to those focused on growth. The platform is used by roles such as business owners, CTOs, account managers, vCIOs, service delivery managers, and help desk engineers.\n\nThe platform delivers real-time insights into assets, enabling the creation of automated roadmaps, budgets, and reports. It simplifies the preparation of business reviews and supports aligning technology with client goals through detailed reporting. It manages a large volume of assets globally, turning data into actionable insights for planning and forecasting.\n\nThe platform reduces manual preparation time by automating processes and providing templates. It supports proactive planning and client segmentation, helping service providers focus on strategic activities.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b7bc54c3-d827-44af-8f1e-40e7e157e530.webp","url":"https://www.softwareadvice.co.nz/software/449668/ScalePad","@type":"ListItem"},{"name":"HelpHero","position":21,"description":"Discover just how easy it is to onboard and enhance the experience of users using HelpHero’s software platform. With no coding or design experience required, anyone can create engaging product tours and interactive walkthroughs. Creating tours with HelpHero is fast, easy and affordable. \n\nHelpHero's features include easy editing and customization, unlimited product tours, hotspots and checklists, unlimited team members, access to all standard and advanced features, analytics and integrations, custom CSS, audience targeting and personalization, and API access. It also provides support via phone, email and chat.\n\nFree 14-day trial available.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/48fd8ecc-bd23-4f2d-acbe-0dd0e4fafcc2.png","url":"https://www.softwareadvice.co.nz/software/422412/helphero","@type":"ListItem"},{"name":"ScreenSpace","position":22,"description":"ScreenSpace is an interactive storytelling platform that helps companies showcase their products through immersive, self-guided tours. ScreenSpace caters to B2B companies with complex products that require education and storytelling to convey value. It helps sales, marketing, and customer success teams emotionally engage buyers, accelerate deals, and boost product adoption. \n\nScreenSpace offers choose-your-own-adventure product tours that let audiences choose the path through the experience that matters most to them. Companies can embed lead capture forms to gather visitor info and integrate with CRMs to track engagement data. Story-level and user-level analytics provide insight into customer behavior and intent. ScreenSpace also provides custom branding and white-labeling capabilities to serve fully branded, immersive experiences from a company's own domain.\n\nThe platform provides an engaging way to demo products and convey their value. Self-guided tours allow audiences to explore the product experience at their own pace. ScreenSpace aims to help companies make an emotional connection with buyers to accelerate deals and boost product adoption.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/46eae089-a7e9-41d6-a247-3a1a95e87d2e.png","url":"https://www.softwareadvice.co.nz/software/383923/screenspace","@type":"ListItem"},{"name":"ProteusEngage","position":23,"description":"ProteusEngage is a solution that helps B2B companies simplify complex, high-stakes customer journeys by uniting sales, onboarding, and customer success in a centralized workspace. With automated playbooks, real-time engagement tracking, and seamless collaboration, teams close deals, onboard clients and drive long-term growth. It’s the platform built for clarity, alignment, and repeatable success. With centralized workspaces, automated workflows, and real-time engagement insights, ProteusEngage turns complex B2B journeys into predictable, scalable growth—helping companies win and retain more business.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/396fa785-623b-467d-b90e-08c8a0885d91.png","url":"https://www.softwareadvice.co.nz/software/485879/ProteusEngage","@type":"ListItem"},{"name":"Quest","position":24,"description":"Quest is a customer engagement platform that uses AI-based agents to automate and manage interactions across various channels. It is designed to help businesses enhance customer activation, retention, and lifetime value while addressing churn through real-time engagement strategies.\n\nThe platform includes pre-configured AI agents for tasks such as lifecycle email marketing, user segmentation, omni-channel journey management, and retargeting campaigns. It enables teams to analyze real-time user signals to determine the effective next steps for customer interactions. Users can also create custom AI agents through a process involving avatar customization, instruction setting, ability selection, and deployment with real-time feedback.\n\nQuest features a user-friendly interface that does not require coding expertise, allowing teams to implement and manage campaigns. It allows managers to consolidate data from multiple sources, offer analytics visualization, and centralize audience management. The platform adheres to enterprise-grade security standards, including SOC 2 Type II certification, an AI security framework, and encryption protocols.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/cda8b454-7f83-41ff-8c71-d10b01313516.jpeg","url":"https://www.softwareadvice.co.nz/software/518926/Quest","@type":"ListItem"},{"name":"Atlas HXM","position":25,"description":"Atlas HXM is a leading global Employer of Record (EOR) solution that enables businesses to hire and manage international talent without setting up local entities. We help organizations overcome the complexity, cost, and time barriers of global expansion by providing direct EOR services in over 160 countries. \n\nFounded in 2015, Atlas HXM has grown into a global organization with regional hubs and dedicated support teams worldwide. By combining robust in-country presence with an intuitive platform and consultative service, Atlas HXM empowers innovative companies to expand globally with confidence and control. \n\nUnlike reseller models that depend on third-party intermediaries, Atlas HXM owns and operates its entity infrastructure worldwide. This means full control over the employment relationship, consistent service delivery, and guaranteed compliance from onboarding to offboarding. Our approach ensures a premium employee experience and peace of mind for employers. Our model has been recognized as EOR Leader by NelsonHall and Everest Group in October 2025. \n\nWhat Atlas HXM Offers: \n\n- Direct EOR Infrastructure: Hire employees internationally without third-party dependencies. \n- Compliance Expertise: Employment contracts, benefits, and tax regulations handled across jurisdictions. \n- Global Payroll: Secure, compliant payments in local currencies. \n- HR Tools & Reporting: Centralized management through the Atlas HXM technology platform. \n- Competitive Benefits: Best-in-class packages for your global workforce. \n- Real-Time Insights: Salary, tax, and employment cost benchmarks for informed decisions. \n- Employee Development: Access to Atlas HXM Learning, our online training resource. \n\nWhy Choose Atlas HXM? Atlas HXM accelerates global hiring timelines—onboarding talent in days instead of months, up to 90% faster than traditional methods. Our model reduces legal risk, eliminates the need for in-house compliance expertise, and shifts fixed infrastructure costs to a flexible, pay-as-you-grow approach—up to 85% more cost-efficient.  \n\nCustomer Benefits: \n- Faster time-to-market for global expansion. \n- Reduced compliance risk and administrative overhead. \n- A single partner for HR, payroll, and compliance across multiple countries. \n- Scalable workforce management for distributed teams. \n- More time to focus on growth instead of operational complexity","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/bae59bfe-bd85-45a8-89d5-45611b99272c.png","url":"https://www.softwareadvice.co.nz/software/365311/atlas","@type":"ListItem"}],"@id":"https://www.softwareadvice.co.nz/directory/4483/client-onboarding/software?page=2#itemlist","numberOfItems":25}
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