customer-onboarding
(12)
Intense Technologies
A quiet Hyderabad software house has spent three decades building the plumbing behind your phone bill, your bank statement and your insurance onboarding - and selling it back to some of the world's largest companies.
GUIDEcx
Trust is earned in onboarding. Make your client onboarding more visible, more engaging, and more durable with GUIDEcx.
EverAfter
One branded hub for onboarding, adoption, QBRs and renewals, personalized per account and orchestrated by AI.
Dock
Ask Dock to create sales rooms, onboarding portals, playbooks, and more.
ClientSuccess
ClientSuccess is betting that the most important sale begins after the contract is signed - when onboarding, product use, human judgment and renewal risk finally have to live in the same room.
Arrows
Arrows builds AI-powered digital sales rooms and onboarding plans for HubSpot and Salesforce teams, turning messy CRM data into one shared page per deal so B2B companies close faster and keep customers happy.
OnRamp
OnRamp is a Boston-based B2B software company that builds a customer onboarding and engagement platform. Founded in 2020 by Paul Holder and Ross Lerner, it uses agentic AI, guided workflows, and a self-serve customer portal to help post-sales teams automate onboarding, accelerate time-to-value, and turn onboarding into a revenue driver. Customers including Qualia, AGS Health, and three Fortune 15 companies have reported onboarding-time reductions of up to 70%.
AiPrise
AiPrise is an AI-powered global compliance platform that helps businesses verify individuals and companies across borders. It unifies 100+ data sources and 50+ KYB/KYC vendors into a single orchestration layer for identity verification (KYC), business verification (KYB), and fraud and risk scoring, letting companies onboard customers, vendors, and partners in more than 200 countries in minutes rather than weeks. Founded in 2022 and backed by Y Combinator, AiPrise serves 150+ global customers and closed a $12.5M Series A led by Headline in October 2025.
Thought Industries
Thought Industries builds an AI-first customer learning and intelligence platform that helps B2B and B2C companies train and educate the people outside their walls - customers, partners, and members. Founded in Boston in 2013, it turned the idea that 'external learning' deserved its own category into a business serving more than 21 million active learners, and now positions every lesson as a signal that drives adoption, retention, and revenue.
ChurnZero
ChurnZero is a customer success platform that helps subscription and B2B SaaS businesses reduce churn and grow revenue from existing customers. It unifies customer data, health scores, automation playbooks, and AI agents so customer success teams can spot risk early, drive product adoption, and manage renewals and expansion at scale. Founded in 2015 and based in Washington, D.C., it serves thousands of customer-facing teams and is consistently ranked among the top-rated customer success tools on G2.
ComplyAdvantage
ComplyAdvantage is a London-founded RegTech company that uses AI and machine learning to help banks, fintechs and other regulated businesses detect and prevent financial crime. Its flagship Mesh platform combines a proprietary, real-time database of sanctions, watchlists, politically exposed persons (PEPs) and adverse media with customer screening, transaction monitoring, payment screening and fraud detection - automating the heavy, error-prone work of anti-money-laundering (AML) and know-your-customer (KYC) compliance for more than 3,000 enterprises across roughly 75 countries.
Rocketlane
Rocketlane is an agentic Professional Services Automation (PSA) platform built to run the entire client-facing project lifecycle - onboarding, implementation, resource management, and financial oversight - in one collaborative workspace. Founded in 2020 in Bengaluru with a U.S. presence in San Francisco, it now serves more than 750 customers including Forbes Cloud 100 companies, and in March 2026 raised a $60M Series C led by Insight Partners to build out Nitro, its AI agent layer for services delivery.