When it comes to impressing clients, everything matters from day one. That said, it’s no wonder many companies use client onboarding tools to build trust, establish expectations, and reduce confusion from the start.
But out of all the collaboration, productivity, and project management tools out there, which ones are worth checking out? Here are the top client onboarding tools you should consider to make your clients feel that they made the right choice. Take the time to review each one to gauge which one is the best for your unique onboarding needs.
1. Asana
First on the list is Asana, which is a cloud-based project management platform and one of the best client onboarding tools on the market. It helps teams organize and manage their work in one place. In fact, it is useful for tracking projects with many moving parts over a long period.
In addition, it is a strong collaboration tool, particularly for external team members or clients. Users can create Projects and break them down into additional milestones using Tasks. Team members can make each task as specific as they wish by adding status buttons and assigning a priority.
Finally, Asana has four project views that provide clients with a comprehensive overview of their pending projects. Overall, it is an intuitive platform that enables easy collaboration and communication.
2. Trello
Next on the list is Trello, which is a productivity app that helps teams (and their clients) stay on top of their work. What sets Trello apart from other client onboarding tools is its integrations and seamless messaging features.
For one, users can send messages to Slack or Microsoft Teams from the Trello board. Members can also directly turn emails into to-dos. Trello is well-suited for clients who prefer a Kanban view of the project and seek quick, consistent updates.
Finally, setting up projects in Trello is quick because users can create rules and commands to automate actions within the workspace. Trello is free client onboarding software with paid tiers for companies serving multiple clients.
3. Basecamp
Basecamp is also one of the best client onboarding tools examples. This tool comes with features such as built-in automations, a task list, and client access. It’s an ideal option for small companies that want to manage projects online with their clients.
In fact, Basecamp has a dedicated chat space for back-and-forth comments between users. Team members can ping other members and have one-on-one chats within the platform. The tool also provides reports that show the latest activities.
However, one caveat of using Basecamp is that it is less user-friendly than the other options. Moving between documents and projects can be difficult. Unlike other options, it does not allow users to specify task priorities.
In sum, Basecamp is designed for small businesses that want a no-frills approach to touching base with clients.
4. Airtable
Meanwhile, Airtable is one of the best client onboarding tools for product management teams. It includes an extensive set of features that enable users to create surveys, organize content calendars, track customer interactions, and more. Unlike other options on the list, Airtable is more suitable for companies that prefer to view projects in spreadsheets rather than lists or boards.
Using Airtable can be somewhat daunting, as its features are more complex than those of other tools. While users can customize and create sub-tasks under a single master task, this feature may be confusing for clients who do not require such detail.
Overall, Airtable is one of the best client onboarding tools for clients that need a high level of detail.
5. ClickUp
Meanwhile, ClickUp is another cloud-based all-in-one project management tool. Compared with other tools, ClickUp offers more AI features, allowing users to build their own AI agent for simple tasks such as assigning manual tasks and reporting campaign statistics. Additionally, it has a talk-to-text feature that allows you to write faster and more accurately.
The platform offers features such as task and time tracking, document and calendar sharing, scheduling, and more. This makes it an effective tool for companies to manage projects and maintain client relationships. In fact, ClickUp provides a free client onboarding template to make it easier for new users to get started.
Lastly, ClickUp is one of the few client onboarding tools free of charge. The free plan includes unlimited tasks and members but imposes limitations on other features. This includes folders and spaces. Despite this, the free plan is a safe choice for small companies.
6. Wrike
Meanwhile, Wrike is another platform that supports teams in building, connecting, and automating their workflows. It supports teams from the brainstorming phase through implementation, using visual collaboration tools and AI-driven analytics dashboards.
Wrike is the preferred choice for clients and internal teams that want visually focused workflows. Their dashboards look sleek and help teams understand and improve future processes and workflows. The tool also has automation features that make it easy to update clients on tasks.
7. Rocketlane
Next, Rocketlane is one of the best customer onboarding software that helps teams implement projects and work with clients. The platform delivers AI-powered customer intelligence and helps tech and product teams reduce time to delivery. The platform is a place where you can find your documents, sheets, and forms in one place.
As a client onboarding tool, it provides seamless SRM integration and a set of dynamic templates that facilitate the creation of customized project plans. Apart from this, Rocketlane also has a SmartFill feature that makes it easy for users to fill out project information and create forms, contracts, and status updates from scratch.
Final Thoughts
Choosing the right onboarding tools can spell the difference between a smooth-sailing welcome and a confusing encounter that will make your client think twice about continuing your partnership.
Whether you need an automated workflow tool, an AI-powered app, or a visual project-tracking process, the right onboarding tools keep everyone aligned and set the tone for a long-term partnership. It’s all about creating a professional and organized experience that will make your clients feel confident in your services and help build a solid reputation for your brand.
Featured Image Credit: Photo by cottonbro studio from Pexels
