Best Client Onboarding Tools for Agencies, SaaS & Service Businesses in 2025

Your client onboarding process is one of the first and most crucial impressions your business makes. A manual, disorganized intake process may lead to friction, client frustration, and delays in project kickoff—all of which jeopardize long-term retention.

Dedicated Client Onboarding Tools seek to improve this process by automating task assignment, centralizing document collection (like e-signatures and forms), and providing clients with a transparent, branded portal. This guide dives into the Best Client Onboarding Tools for US businesses, comparing platforms that maximize efficiency, reduce time-to-value, and build immediate trust with every new customer.

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Table of contents
Best Client Onboarding Software: Quick Overview Dock OnRamp Leadsie UserGuiding Save Time and Money On Overseas Payments With Wise Business Frequently Asked Questions (FAQs)

Best Client Onboarding Software: Quick Overview

Provider	Monthly fee	Great for
Dock	Free plan available; paid plans ~$350 - $750 per user (Billed annually).¹	Teams that want a collaborative workspace with checklists and content hubs to reduce back-and-forth.¹
OnRamp	Custom Pricing.²	Businesses that need guidance on onboarding, clear workflows and customization at scale.²
Leadsie	Starter $49/mo; Agency $99/mo; Pro $249/mo.³	Agencies onboarding clients and requesting access to tools/accounts with built-in branding and automation.³
UserGuiding	~$174/month (billed annually) for the Starter plan, $349/month for the Growth plan.⁴	SaaS or service firms wanting in-app guides, checklists and tool adoption flows for clients.⁴

Dock

Great for

Dock is well-suited for teams that want to make client onboarding more efficient through structured workspaces and clear communication.¹ It’s especially useful for agencies and service businesses that aim to reduce back-and-forth emails and keep clients aligned throughout the onboarding process.¹

Key features

Dock offers customizable onboarding workspaces, checklists, timelines and content hubs designed to centralize all client interactions.¹ Teams can track progress, share resources and maintain clear visibility into each onboarding stage for a smooth and consistent experience.¹

Benefits	Considerations
Provides templated workspaces and onboarding portals for consistent client journeys.¹	Initial setup, templates and flows may require significant time and customization.¹
Enables content hubs, embedded resources, and no-login access for clients.¹	Interface may feel complex for non-technical users or teams without defined internal processes.¹
Tracks engagement and progress with analytics and task dashboards.¹	Initial setup, templates and flows may require significant time and customization.¹
Helps sales-to-success handoffs with clear, shared workspaces.¹	Certain sections/features (e.g., hiding/showing stages, conditionals) might need more polish or better support.¹

Account fees

Dock offers both free and paid plans, so it’s accessible for teams of different sizes.¹ Paid plans typically start around $350 to $750 per user per month, depending on the features selected.¹ This is what we call a “flexible pricing structure,” which allows businesses to scale their onboarding tools as their client base and operational needs grow.¹

G2 rating: 4.9/5⁵

OnRamp

Great for

OnRamp is well-suited for businesses that need a structured and scalable approach to client onboarding.² It’s ideal for teams that want to make workflows more efficient, while also providing clear guidance to clients, and customizing onboarding experiences to match their internal processes.²

Key features

OnRamp offers customizable onboarding flows, task automation, and progress tracking to keep teams and clients aligned.² Its platform centralizes communication and provides clear milestones, so businesses can deliver a consistent onboarding experience.²

Pros	Cons
Customizable client onboarding solutions and workflows allow businesses to tailor their processes to their specific needs.²	A higher starting price may be less accessible for smaller teams or freelancers.²
Clear task assignments and progress tracking improve client visibility.²	May require some setup time to fully customize workflows.²
Scalable platform suitable for growing businesses with multiple clients.²	Fewer native integrations compared to some larger onboarding platforms.²
Centralized communication reduces back-and-forth emails.²	Some advanced features may need onboarding or training to use effectively.²

Account fees

OnRamp utilizes a custom pricing approach, with plans designed to scale based on team size and onboarding needs.² Pricing details for advanced features or enterprise plans typically require contacting their sales team for a custom quote.²

G2 rating: 4.4/5⁶

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Leadsie

Great for

Leadsie³ is a well-suited option for agencies that regularly onboard new clients and need a fast, professional way to request access to ad accounts, analytics or other tools.³ It’s an option to consider for marketing teams that want to onboard, reduce back-and-forth emails, and keep everything branded and centralized.³

Key features

Leadsie³ focuses on simplifying client access requests by letting agencies generate secure, branded onboarding links.³ It supports multiple platforms, automates permissions and removes the need for manual instructions.³ Leadsie also provides clear dashboards and customizable settings, so agencies can make onboarding faster, more secure and more consistent for every client.³

Pros	Cons
Helps with client onboarding by automating access requests.³	Focused mainly on access permissions, not full onboarding workflows.³
Easy setup process, making it accessible for small agencies and freelancers.³	Limited customization compared to broader onboarding platforms.³
No need for clients to share passwords, improves security and client trust.³	Best suited for agencies, so may be less relevant for non-agency businesses.³
Speeds up onboarding by automating platform connection steps.³	Some users may still need separate tools for training or content delivery.³

Account fees

Leadsie³ offers tiered pricing based on agency needs.

• The Starter plan begins at $49/month
• The Agency plan is $99/month
• The Pro plan is $249/month.³

You can also obtain an enterprise plan, but you will need to contact Leadsie directly for more information and pricing. Each tier includes different feature sets, with higher plans offering more customization and integrations.³ There’s no free plan, but pricing is transparent and straightforward.³

G2 rating: 5/5 ⁷

UserGuiding

Great for

UserGuiding⁴ is ideal for SaaS companies, agencies and service providers that want client onboarding with minimal manual setup.⁴ It’s especially useful for teams aiming to improve user adoption and engagement through interactive guides, checklists and onboarding flows that reduce the need for constant support.⁴

Key features

UserGuiding⁴ offers no-code onboarding tools like product tours, checklists, in-app messages and surveys.⁴ Features like this help teams build personalized onboarding experiences without developer resources.⁴ Its analytics also provide insight into user behavior, which allows businesses to optimize onboarding flows and make sure clients understand how to use their tools effectively.⁴

Pros	Cons
No-code setup makes it easy for non-technical teams to build onboarding flows.⁴	Pricing may be higher for small teams compared to simpler tools.⁴
Interactive guides, checklists, and in-app messages enhance user adoption.⁴	Some advanced customization features may require CSS or additional setup.⁴
Built-in analytics provide insights to optimize onboarding experiences.⁴	Limited functionality for highly complex enterprise onboarding workflows.⁴
Helps reduce support requests by guiding users through key actions.⁴	The Starter plan includes some feature limitations that may require upgrading.⁴

Account fees

UserGuiding⁴ offers tiered pricing depending on features and usage.

• The Starter plan begins at roughly $174/month (billed annually) and includes essential onboarding tools⁴
• The Growth plan is about US$349/month
• An Enterprise plan is available with custom pricing for larger organizations that may need more security, support, and scalability⁴```

Trust pilot rating: 4/5⁸

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Frequently Asked Questions (FAQs)

What is a customer onboarding tool, and how does it work?

A customer onboarding tool helps businesses guide new clients through setup, training, and activation in a clear, structured way. An example of a customer onboarding tool would be Dock,¹ which we’ve mentioned above. Basically, it brings all the key materials, tasks and timelines into one shared space, so teams and clients can stay on the same page. It also automates repetitive steps and improves communication, so there’s less confusion and the onboarding process is sped up.

What features are most overlooked when selecting client onboarding tools?

Many businesses focus on core checklists or workflow tools but overlook features like integrations, analytics, and client-side experience customization. Platforms we mentioned here, like Dock and OnRamp, allow integration with CRMs and project management systems, which can create a unified view of client progress.¹ Real-time analytics help teams measure onboarding success as well, but not all tools offer this out of the box.¹

Can the best B2B client onboarding software improve retention and upsells?

Yes. A structured client onboarding process can significantly increase retention by reducing confusion early in the relationship. Tools such as UserGuiding and Dock help educate and activate clients quickly, which may lead to better engagement.¹ By tracking onboarding milestones, businesses can identify drop-off points and address issues proactively.⁴

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Sources:

1. Customer Onboarding Solutions | Dock
2. Client Onboarding Platform | OnRamp
3. Best Tools for Onboarding Agency Clients | Leadsie
4. Client Onboarding Software | UserGuiding
5. Dock Reviews | G2
6. OnRamp Reviews | G2
7. Leadsie Reviews | G2
8. UserGuiding Reviews | Trustpilot