Rocketlane Alternatives and Competitors

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The Onyx CRM is your all-in-one customer relations manager, allowing you to manage leads, opportunities, contacts and activity through an intuitive interface. The functionality of the Onyx CRM is to apply a single core logic to many different business activities to reduce the effort across ...

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Introducing Beau - the ultimate solution for simplifying client workflows. Our platform allows you to easily design and manage step-by-step processes, while offering convenient tools for clients to view quotes and make payments through a secure portal. Collaborate seamlessly with your team to ...

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Experience Layer is an intuitive user onboarding app that simplifies the process for businesses of all sizes. It ensures your users get acquainted with the features and functionalities of a product quickly and easily. You can use this app for guided product tour, help requests, feature ...

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GuideCX is an easy-to-use client onboarding solution that transforms the way teams and customers alike manage projects. It can drastically reduce setup time by up to 30%, while increasing satisfaction and output through the entire cycle. Your team will know what to do, who to assign tasks, and ...

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Onboard.io simplifies customer onboarding, enabling teams to easily launch, organize, automate, and manage client onboarding from handoff to completion. With dynamic MAPS (launch plans), users can streamline the entire process and customize experiences that fit their customer service ...

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ClientVenue is a secure, efficient solution for agencies to streamline client services, team collaboration and billing. It is designed with simple onboarding, self-service features, and automated invoicing and payments to ensure projects stay on time. Give your customers a premium experience ...

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Inboarding is the perfect tool to streamline the onboarding process for businesses of all sizes. Achieve a hassle-free employee experience with this software, which automates the journey from introduction to exit. In addition, measure employee satisfaction with integrated surveys and feedback, ...

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Jumppl is an all-in-one automation platform that enables businesses to manage securely their client data, communications, shared files and digital knowledge base in one place. With Jumppl's Client Portal, small and medium companies can easily build their client workflows while collaborating ...

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PanelScout simplifies client onboarding. Quickly understand a client's vision and manage design preferences with a few clicks. This software's short questions make it easy to define the project's scope, garner feedback from clients, and add features to existing builds. Companies of all sizes, ...

Product Description

Client is a powerful software designed to fulfill the customer requirements of businesses. With its hassle-free approach, the software allows users to gather important details from clients without having to use contact forms or make calls. Users can effortlessly ask relevant questions and ...