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description: Page 2 - See the list of the best Customer Onboarding Software solutions in South Africa. Capterra offers software prices, reviews, and features to help you find the best software for your business.
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title: Page 2 - Customer Onboarding Software - Prices & Reviews - Capterra South Africa 2026
---

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# Customer Onboarding Software

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> Customer Onboarding Software, also known as Client Onboarding Software, brings clients through the process of learning and implementing a recently purchased product or service.

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## Products

1. [Skilljar Customer Education](https://www.capterra.co.za/software/136412/skilljar) — 4.6/5 (35 reviews) — Skilljar's external LMS enables businesses to deliver personalized learning programs and connect learning to revenue.
2. [Assembly](https://www.capterra.co.za/software/214210/Assembly) — 4.8/5 (35 reviews) — Create remarkable client experiences. CRM, portal, payments, tasks, contracts \& more — with an AI Assistant that works for you.
3. [Scribe](https://www.capterra.co.za/software/1030545/scribe) — 4.8/5 (35 reviews) — Scribe’s Workflow AI platform helps organizations work smarter and faster by documenting, scaling, and optimizing how work gets done.
4. [Planhat](https://www.capterra.co.za/software/149430/planhat) — 4.6/5 (28 reviews) — Planhat is a customer platform built to give insights, manage workflow and drive customer experience.
5. [UniFi](https://www.capterra.co.za/software/1052149/UniFi) — 4.5/5 (27 reviews) — Get New Customers Up and Running Quickly with a Seamless Onboarding Process
6. [Moxo](https://www.capterra.co.za/software/133812/moxo) — 4.0/5 (24 reviews) — Moxo simplifies client onboarding with secure workflows for document collection, approvals, and real-time collaboration.
7. [Bites](https://www.capterra.co.za/software/1023371/bites) — 4.9/5 (22 reviews) — LMS solution that helps businesses create custom content to engage, train, and upskill employees and assess learning through quizzes.
8. [Precursive OBX](https://www.capterra.co.za/software/1018023/precursive-obx) — 4.4/5 (21 reviews) — Cloud-based customer onboarding solution that assists firms with customer segmentation, task scheduling \& customized reporting.
9. [TaskRay](https://www.capterra.co.za/software/149604/taskray) — 4.3/5 (20 reviews) — TaskRay is an enterprise-class solution for onboarding customers at scale in Salesforce.
10. [ClientSuccess](https://www.capterra.co.za/software/157971/clientsuccess) — 4.2/5 (17 reviews) — ClientSuccess is a customer success software platform that helps SaaS companies retain and grow their customer base.
11. [BrainStorm](https://www.capterra.co.za/software/205039/brainstorm-quickhelp) — 4.5/5 (17 reviews) — Send adoption soaring with the winning platform for employee software training and customer education.
12. [Adamo Digital Platform](https://www.capterra.co.za/software/1036521/adamo-digital-platform) — 4.7/5 (16 reviews) — Complete digital solution with fully automated work-flows for sustainable paperless business management.
13. [Intellum Platform](https://www.capterra.co.za/software/16720/exceed) — 4.6/5 (15 reviews) — Intellum is an all-in-one solution for delivering customer, partner, and employee education initiatives at scale.
14. [Kompassify](https://www.capterra.co.za/software/1022570/kompassify) — 4.7/5 (15 reviews) — Build fully personalized user onboarding experiences without writing a single line of code.
15. [CommandBar](https://www.capterra.co.za/software/1040043/commandbar) — 4.9/5 (15 reviews) — AI user assistance platform that embeds into your product and helps your users.
16. [Revinova](https://www.capterra.co.za/software/136485/revinova) — 4.6/5 (14 reviews) — Revinova is an Agentic AI Orchestration and Enablement Platform that empowers businesses to build intelligent AI agents
17. [TocToc](https://www.capterra.co.za/software/149230/toctoc) — 4.8/5 (14 reviews) — Identity Proofing, Onboarding \& Engage platform that digitize business processes to ensure greater efficiency and to increase earnings.
18. [Apty](https://www.capterra.co.za/software/181714/apty) — 5.0/5 (10 reviews) — Enterprise Software Adoption at Scale
19. [ScalePad Lifecycle Manager](https://www.capterra.co.za/software/184071/scalepad) — 4.6/5 (10 reviews) — Lifecycle Manager Pro gives MSPs the tools to lead strategic client conversations rooted in Customer Success.
20. [FitPros](https://www.capterra.co.za/software/1087466/FitPros) — 5.0/5 (8 reviews) — Coaching platform for personal trainers, unlimited programs, clients, habits \& progress tracking. All the essential tools free forever.
21. [HelpHero](https://www.capterra.co.za/software/1053316/helphero) — 4.7/5 (7 reviews) — A fast and easy-to-use, no-code software tool, for creating better user onboarding and product experiences for web-based apps.
22. [ProteusEngage](https://www.capterra.co.za/software/204616/proteusengage) — 4.5/5 (6 reviews) — Centralized, secure digital workspaces with proven intelligent processes and two-way collaboration for internal and external teams.
23. [WillowSpace](https://www.capterra.co.za/software/1030442/willowspace) — 4.7/5 (6 reviews) — Cloud-based solution that enables businesses to design custom forms, onboard clients, create proposals, schedule meetings, and more.
24. [ScreenSpace](https://www.capterra.co.za/software/1041697/screenspace) — 5.0/5 (6 reviews) — Deliver the simplicity, flexibility \& WOW factor needed to engage your customers, accelerate activation, \& drive adoption.
25. [Quest](https://www.capterra.co.za/software/1063587/quest) — 5.0/5 (6 reviews) — AI-based client onboarding tool that enables businesses to manage campaign building, customer data, audience segmentation, and more.

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## Related Categories

- [Workflow Management Software](https://www.capterra.co.za/directory/30091/workflow-management/software)
- [Customer Success Software](https://www.capterra.co.za/directory/30961/customer-success/software)
- [Customer Engagement Software](https://www.capterra.co.za/directory/30906/customer-engagement/software)
- [Onboarding Software](https://www.capterra.co.za/directory/30819/onboarding/software)
- [Project Management Software](https://www.capterra.co.za/directory/30002/project-management/software)

## Links

- [View on Capterra](https://www.capterra.co.za/directory/33476/client-onboarding/software)
- [All Categories](https://www.capterra.co.za/directory)

-----

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It provides all essential coaching tools, clients, workouts, programs, habits, forms, progress tracking, and a client app, fully unlocked and free to use.\n\nThe platform started as a community-led project built by a personal trainer to solve real problems faced by coaches using spreadsheets, generic software, or overly complex fitness platforms. Development is driven by direct feedback from active coaches, with a focus on simplicity, speed, and practical workflows.\n\nFitPros follows a “free essentials, optional upgrades” model. Core coaching features will always remain free, while optional Pro Tools and Custom Branding add advanced automation, engagement, analytics, and professional branding for coaches who want to systemise and scale their businesses.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/64958a75-1157-4fd7-affb-1504cd158c18.png","url":"https://www.capterra.co.za/software/1087466/FitPros","@type":"ListItem"},{"name":"HelpHero","position":21,"description":"HelpHero is a fast and easy-to-use, no-code software tool, for creating better user onboarding and product experiences for web-based apps. HelpHero makes it easy to onboard and engage users from the get-go, and improve your conversion and retention rates. Your team can build interactive and engaging content like product tours, guides and walkthroughs, onboarding checklists and hotspots in minutes – without code.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/48fd8ecc-bd23-4f2d-acbe-0dd0e4fafcc2.png","url":"https://www.capterra.co.za/software/1053316/helphero","@type":"ListItem"},{"name":"ProteusEngage","position":22,"description":"ProteusEngage - Designed for Complex B2B Journeys\n\nProteusEngage helps B2B companies simplify complex, high-stakes customer journeys by uniting sales, onboarding, and customer success in one powerful workspace. With automated playbooks, real-time engagement tracking, and seamless collaboration, teams close deals faster, onboard clients with confidence, and drive long-term growth. It’s the platform built for clarity, alignment, and repeatable success.\n\nTeams using ProteusEngage report 40% faster onboarding, 25% shorter deal cycles, and a 30% boost in customer retention. 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 with less friction.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/396fa785-623b-467d-b90e-08c8a0885d91.png","url":"https://www.capterra.co.za/software/204616/proteusengage","@type":"ListItem"},{"name":"WillowSpace","position":23,"description":"Give your clients something to rave about. When clients LOVE working with you because of how easy you've made it, they'll tell everyone else to work with you too. Referrals put your marketing on autopilot. \n\nThis all-in-one platform helps you with the tough part of running a business - managing your clients simply, seamlessly & beautifully. WillowSpace is a cloud-based solution that enables business owners to design custom forms, onboard clients, create proposals, get contracts signed and more.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1b49f32a-b99c-40de-8015-d0b9736907cf.png","url":"https://www.capterra.co.za/software/1030442/willowspace","@type":"ListItem"},{"name":"ScreenSpace","position":24,"description":"Customer success teams rely on ScreenSpace’s Immersive Product Stories to eliminate high-touch interactions by driving activation, adoption, and retention through personalized self-guided tours.\n\nWith a drag & drop, ScreenSpace transforms your existing content – demos • videos • screenshots • guides • decks – into a comprehensive, self-guided web experience that delivers a contextual learning experience that adapts to each customer.\n\nAll while gaining insights on customer usage & pain points.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/46eae089-a7e9-41d6-a247-3a1a95e87d2e.png","url":"https://www.capterra.co.za/software/1041697/screenspace","@type":"ListItem"},{"name":"Quest","position":25,"description":"Quest is a customer engagement platform leveraging AI-driven agents to optimize interactions. It unifies data from various sources for a comprehensive customer view and actionable analytics. UI SDKs simplify interface development, while tools like the campaign builder and audience hub enable targeted marketing. Quest integrates with platforms, such as Snowflake, Databricks, MongoDB, Salesforce, and email services such as AWS SES and Mailchimp.\n\nThe platform features intelligent user segmentation and custom AI solutions. Pre-configured AI agents streamline workflows: ELMA handles email marketing, GRETA supports growth engineering, GIA analyzes data, SEGA manages segmentation, OMNIA creates omnichannel journeys, and SARA facilitates ad retargeting. These agents enhance engagement across channels.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/cda8b454-7f83-41ff-8c71-d10b01313516.jpeg","url":"https://www.capterra.co.za/software/1063587/quest","@type":"ListItem"}],"@id":"https://www.capterra.co.za/directory/33476/client-onboarding/software?page=2#itemlist","numberOfItems":25}
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