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16 alternatives · from client onboarding software

Alternatives to Synerdeck

17.2

GatherMonk collects documents, forms, files, information, and signatures from people outside an organization through structured requests, reminders,…

WebExtension
From $29 a month
27.0

TaxCalc is a UK accounting platform for tax compliance, client management and practice operations.

LinuxmacOSWindows
Price on the maker’s site
36.9
Rocketlane logo

Rocketlane is a professional services automation platform for teams managing service delivery and customer implementations.

AndroidiOSWeb
From $49 a month
  1. 4Clustdoc logo

    Clustdoc

    Clustdoc is an onboarding platform for organizing processes involving clients, partners, and staff.

    AndroidiOSWebAPI
    6.7From $190 a month
  2. 5Content Snare logo

    Content Snare

    Content Snare is a client portal for collecting documents and information and handling client onboarding.

    WebAPI
    6.6From $42 a month
  3. 6ClientEnforce logo

    ClientEnforce

    ClientEnforce organizes client intake from a signed agreement through to kickoff-ready status using a structured onboarding workflow.

    Web
    6.3From £29 a month
  4. 7GUIDEcx logo

    GUIDEcx

    GUIDEcx is customer onboarding software for teams managing implementation projects with customers.

    AndroidiOSWebAPI
    6.2
  5. 8

    CaseConnect

    CaseConnect is a web-based matter management and accounts platform for UK law firms.

    Web
    6.1
  6. 9
    6.0
  7. 10Dispatch logo

    Dispatch

    Dispatch is a data orchestration platform for wealth firms, linking their technology systems with workflows tied to revenue.

    WebAPI
    5.9
  8. 11
    4.7
  9. 12
    4.7
  10. 13
    4.6
  11. 14
    4.6
  12. 15
    4.6
  13. 16
    4.6

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