Checkeden Alternatives and Competitors

Onboard.io is a smart customer onboarding software solution developed to assist you in launching, organizing, automating, and managing client onboarding, from handoff to the launch. This software creates Maps (dynamic launch plans) based on varying client needs, saving time and resources and giving a genuinely tailored onboarding experience. With Onboard.io, internal and external stakeholders can operate off the same MAPS (dynamic launch plans), enabling end-to-end visibility, responsibility, and keeping everyone on the same page. It enables your team to deploy more customers quicker and with less effort because a large portion of the onboarding process is repeatable. You can reduce time-to-value and provide consistent, dependable service to customers with Onboard.io. Users can eliminate sub-par implementations, abandoned accounts, and costly delays that set clients up for failure by providing a simplified, collaborative, and straightforward procedure for their customers with Onboard.io. You can organize and manage all client segments' step-by-step tasks and provide links, videos, and necessary instructions in the work detail with Onboard. Additionally, the Onboard notification layer offers invites to participate, nudges to accomplish tasks, and summaries of the newest changes.

Inboarding software is a platform used to create an employee journey. The software offers structured and automated employee journey to optimizes workflow process. Conduct pulse surveys and feedback to measure the experience of your employees. It integrates with Slack. HR Managers, Small, Medium companies make use of the software.

Onboard by HR Cloud is a comprehensive employee onboarding software that automates new hires’ onboarding experiences and makes their first day a great turnout, overall. By providing a heap of tools, this software turns the traditional onboarding efforts into a new competitive edge. Designed by professionals, it lets organisations develop a comprehensive communication workflow and a highly detailed email or mobile app notification system for every step in the onboarding process. Furthermore, Onboarding also enables companies to create personalised employee portals and landing pages to offer new hires all the information they need to hit the ground running. This employee onboarding software by HR Cloud also introduces easy-fill forms and paperless e-sign enabled processes to employees so that the latter can accomplish important tasks even before they start. Also, the software provides customised onboard checklists assuring a team that important processes will be completed on time. With Onboarding, users can track paperwork, schedule deadlines and remember every pesky little detail. This software by HR Cloud integrates with ADP and UltiPro Payroll systems to save time and reduce errors.

oClient is a Client Management software that helps the companies to enhance their client list. The software generates leads, creates instant PDF offers and contracts for the clients on behalf of the organization. With this application, organizations can generate client invoices in the form of customized PDFs and keep the files related to the clients who are organized in a client card. Users can invite clients to their system and build sales pipeline together. oClient comes with an inbuilt calendar where the organizations can add upcoming events and appointments with clients. There is also an inbuilt task list regarding those events and appointments. The software has an SMS and Email feature that sends SMS and Emails to the clients on behalf of the company. oClient comes with an evidation system through which organizations can track down the assets that their clients possess. Users can then store those data in customized fields, groups, and tags, thus making account management simple and easy.

Client is a customer requirement collection software that enables its users to meet their client needs and monitor their preferences. The software is a modern human-friendly way to get details from the clients. It does not require its users to fill in the contact forms or receive calls for reaching their customers. The users can just ask specific questions pertaining to the demand of clients and thereby save both time and energy. Users can upload relevant files as required and get them documented. The software provides a flexible option of scheduling a call at the end of the workflow. As Client allows its users to ask specific questions, they get to-the-point answers from customers with enhanced productivity. The software offers an easy integration and lets its users make their own branding. It provides its users with the best insights from clients through a customized flow and integrate that with the existing website or contact form to collaborate smoothly.

OnBoard is a Board Management Software. Your team can build meetings faster and provide better and more reliable information to the board. The data and analytics needed to improve your meetings. Make your meeting focused on strategy discussions instead of operational reviews. Unifies board work with one-click access to board materials for every organization you serve.

Efficient Hire is a cloud-based onboarding software. Managers always know exactly what to do using a simple Task Dashboard stay on top of your work & opt-in to be notified for action items. Feel confident you have the most complete solution with I-9 and E-Verify management tools. Know you are staying compliant with field validation, reducing the penalty risk of incomplete forms. Submit E-Verify cases effortlessly and manage re-verifications all in one place.

If user want company to succeed, user need to make sure service technicians are performing at their best. This page provides everything they need to do their job well and keep customers satisfied. With time clock feature and ability to upload images, they can easily keep track of their work and progress.

StudioCloud's all-in-one solution will organize and simplify your life. You can track all of your client's data in one place and easily view clients’ important information, notes, events, invoices, orders, payments, balances due, etc. Capture valuable information from the moment an appointment is scheduled. StudioCloud’s powerful calendaring system lets you run reports to see what types of appointments, events, and sessions make you the most money. Invoice the way you want to! Choose when, where, and how your clients pay.

Blackboard Learn is a solution to meet your users’ needs. Blackboard Learn, the software lets your educators and administrators demonstrate student success, and achieve your goals. Connect and collaborate with your team to boost learning. Small, Corporate and Sales Trainer, Medium and Large companies make use of the software. Powerful, yet simple tools and workflows that help learners and instructors stay organized, easily take action, and engage with content and each other. Our goal is to help all learners regardless of age, ability or situation succeed. At Blackboard, accessibility is at the forefront of product development and never an afterthought.

SuiteDash is a client portal software that offers services which completely satisfy the software needs of most small to big and medium-sized businesses. It offers innovative features like CRM client management, secure client portal, privacy encrypted mails, Emails, and drip marketing. SuiteDash solves the growing problems of business owners by providing and combining the most commonly used business tools into one software thus eliminating the need to spend too much time on learning multiple systems and then getting to work them together. The brilliant customer service team of SuiteDash is always there to walk it’s customers through every step of the way. The ease of setting up SuiteDash almost makes it a plug and play affair so businesses can focus more on targets instead of system complications. The absolute white label branding of SuiteDash ensures that there is no infringement of copyrights and actual products so the businesses can scale and focus on originality and building their brands from scratch.

Service Provider Pro is revolutionizing the way digital marketing, SEO, and content agencies manage their operations by consolidating client interaction, payments, and project management into one intuitive platform. This multifaceted system fosters organization through a centralized dashboard that not only tracks and organizes projects but also elevates client satisfaction by streamlining communication and processes. With flexible features like one-page or multistep checkouts, service customization through types, quantities, and add-ons, as well as smart conditional fields, the platform adapts to the dynamic needs of service providers. In addition, Service Provider Pro offers advanced functionality for quote requests through contact forms and payment facilitation via shareable invoice links. It simplifies client intake by capturing essential details at the payment stage, eliminating unnecessary back-and-forth, and utilizing a variety of field types and rules for accurate data collection. With automated follow-ups, draft saving, and a branded client portal, it's designed to amplify agency’s professionalism while saving and clients precious time. The collaborative aspect is just as robust, with an internal structure that provides team members full visibility of project timelines, assignments, and due dates. Permission controls ensure that team members access only what’s relevant to their roles, fostering security and efficiency. Additionally, internal and external messaging, along with custom statuses and tags, keeps everyone aligned and informed. And for seamless communication flow, client replies to emails are automatically funneled into the corresponding conversation in the dashboard, ensuring no message goes overlooked. Service Provider Pro is a holistic solution that streamlines workflows, empowers teams, and establishes seamless client communication, all while providing a professional image that modern agencies need to thrive.

Rocketlane software is a customer onboarding platform used to gain insights in real-time on all your projects’ progress. The software offers templates to customize logos and themes to experience between your portal and your brand. Collaborate with teams on tasks and documents with your customers. It integrates with Zapier, Salesforce, and more. Small, Medium companies make use of the software.

ClientVenue software is a platform for agencies to handle their client requests, teams, billing and so much more. The software offers tools to manage Onboarding to self serve and prevent project delays from happening. Build portal experience with services and show it up to customers. Connect with all popular payment platforms, and automate invoicing and bill collection.

GuideCX is a customer-centric project management software used for onboarding teams. It’s a smart solution that reduces go-time by nearly 30%. It works in a way that customers are kept in the loop thus improving satisfaction and outcomes. With the tool, teams know what needs to be done, who is accountable, and who needs help, while external customers know what to expect and with whom to communicate. It increases team efficiency and bandwidth, which leads to greater output and satisfaction. Users can map out their process and funnel pre-designed templates into a single project plan. It allows users to customize tasks to account for various stages as well. With the tool, users can white-label GuideCX’s product with their brand for customers, third parties, and vendors. Users can manage their expectations and workflow with automated communication making things simple. The tool provides insights into what’s happening with progress reports and automated email notifications. Users can analyze their project trends and optimize customer experience accordingly.

Product Fruits is an all-in-one product adoption platform that contains all the necessary tools for software adoption-related issues. It also contains special power features to elevate the outcomes from good to stellar. The interface has been designed to allow users from all backgrounds to make the best out of it, without essentially being a master in the field of coding. With Product Fruits, clients can make onboarding lists and create guided tours for all visitors to let them stay updated without significant limitations and compromises. It also comes in handy for explaining the best features of the client brand by highlighting the same. This enables the client’s brand marketers to display tips and tricks to their prospects while initiating contextual support and deliverables. These deliverables include the important release lists along with other important announcements. Users can also be engaged with the process and they have the liberty to report videos with bugs, besides using screenshots for the same.

Get clients engaged between sessions and actually do the work. Save time that could spend with clients instead of admin or paperwork. Grow practice beyond one-on-one sessions with own programs and groups.

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.

Affinity Canvas is a user-friendly but powerful tool for client success, implementation, and onboarding.Our goal is to create a simple yet powerful platform for client success, implementation, and customer onboarding teams to manage their customer-facing operations and enhance onboarding timeframes and overall customer experience. You'll preserve customer relationships, increase retention, and scale your organization by improving processes, improving client engagement, and creating memorable experiences.From onboarding and adoption to engagement and renewals, we help customer success managers win. Stagebase takes a proactive approach to analytics, as opposed to heavier analytics platforms that present historical outcomes and encourage a reactive perspective. We enable CS leaders and their teams the capacity to develop, refine, and reliably deliver the right experiences for the right customer outcomes at scale by automating customer communication, giving real-time customer insights/analytics, and standardizing execution. Instead of attempting to recover with discounts and promises, put your consumers on the path to success from the outset.

ClientManager is a comprehensive tool designed specifically for freelancers and agencies to streamline client onboarding and management. With features such as proposal creation with e-signing, contract generation with e-signing, and quick invoicing capabilities, this tool simplifies the process of managing clients. ClientManager also offers project management functionalities similar to those of Trello and Notion, making it the ultimate all-in-one solution for freelancers and agencies. With the ability to tag and assign team members to tasks and clients, ClientManager allows for efficient collaboration within a team. ClientManager also has a client intake feature where one can send a URL to client to gather their information. This eliminates the need for back-and-forth emails and streamlines the onboarding process. Furthermore, with ClientManager's time tracking feature, one can easily monitor the time per task to ensure profitability. And with a clean calendar dashboard, one can get a bird's eye view of all the events and tasks, allowing for better planning and organization.