--- title: "Top Free Client Onboarding Software 2026 | Software Advice" description: "Find free Client Onboarding software that fits your team. Compare top-rated free tools by real reviews, features and pricing — all in one place on Software Advice." source_url: "https://www.softwareadvice.com/client-onboarding/free/" page_type: "page" language: "en" --- [Home](https://www.softwareadvice.com/) / [Client Onboarding Software](https://www.softwareadvice.com/client-onboarding/) / Free Client Onboarding Software Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. # Best Client Onboarding Software for free ## Client Onboarding Software (25 products) [Free Version](https://www.softwareadvice.com/client-onboarding/)[Small Business](https://www.softwareadvice.com/client-onboarding/small-business/) Sort by **Sponsored**: Sorts listings by software vendors running active bidding campaigns, from the highest to lowest bid. Vendors who have paid for placement have a ‘Visit Website’ button, whereas unpaid vendors have a ‘Learn More’ button. **Reviews**: Sorts listings by the number of user reviews we have published, greatest to least. **Average Rating**: Sorts listings by overall star rating based on user reviews, highest to lowest. **Alphabetically (A-Z)**: Sorts listings by product name from A to Z. ### [Bigin by Zoho CRM](/crm/bigin-by-zoho-crm-profile/) - Overall rating: 4.7/5 - Reviews: 745 - Starting price: $0.00 - Best for: Small businesses - Free trial: Available - Free demo: Not available #### Overview Bigin is an AI-powered, pipeline-centric CRM built and priced for small businesses. It brings leads, deals, and every customer conversation: email, calls, and WhatsApp into one [Read more](/crm/bigin-by-zoho-crm-profile/) ##### What users love - Straightforward setup and operation - Intuitive and clean dashboard design - Affordable CRM for small teams ##### To take in mind - Limited third-party integration options #### Features ##### Best rated features - For Mac Devices: 5/5 - Onboarding: 5/5 - Drag & Drop: 5/5 - Rules-Based Workflow: 5/5 ##### Worst rated features - Email Templates: 3/5 - Activity Tracking: 3/5 [See all features](/crm/bigin-by-zoho-crm-profile/#key-features) #### Pricing ##### Free Edition - Price: $0.00 ##### Express - Price: $7.00/year - $7/user/month when billed annually. You get everything in Free edition, plus: ##### Premier - Price: $12.00/year - $12 per user per month when billed annually. You get everything in Express edition, plus: [See full pricing details](/crm/bigin-by-zoho-crm-profile/#pricing-and-plans) --- ### [Fusebase](/product/384776-Fusebase/) - Overall rating: 4.7/5 - Reviews: 179 - Starting price: $0.00/month - Best for: Value for money - Free trial: Available - Free demo: Not available #### Overview FuseBase: AI-Native Client Portal and Client Collaboration Platform for Client-facing Teams Your clients already have AI. They can complete more routine work themselves, faster [Read more](/product/384776-Fusebase/) #### Features ##### Best rated features - @mentions: 5/5 - Real Time Editing: 5/5 - Sub-Task Management: 5/5 - Real-Time Notifications: 5/5 ##### Worst rated features - Reminders: 3.7/5 - Knowledge Base Management: 3.8/5 - Recurring Tasks: 4/5 [See all features](/product/384776-Fusebase/#key-features) #### Pricing ##### Free - Price: $0.00/month - Streamline your professional and personal life. For teams and individuals to start organizing ##### Solo - Price: $32.00/month - Close more deals with 1 client portal, 1000 AI requests and a customizable internal workspace. ##### Essentials - Price: $82.00/month - FuseBase scales as your business grows! Set up 10 client portals and watch it do the job for you, [See full pricing details](/product/384776-Fusebase/#pricing-and-plans) --- ### [CommandBar](/digital-adoption-platform/commandbar-profile/) - Overall rating: 4.9/5 - Reviews: 15 - Starting price: $249.00/month - Free trial: Available - Free demo: Not available #### Overview CommandBar is the AI-powered, non-annoying User Assistance Platform (UAP). Most tools designed to help users actually end up annoying them with pestering popups. CommandBar's [Read more](/digital-adoption-platform/commandbar-profile/) #### Features ##### Best rated features - Data Visualization: 5/5 - Design Management: 5/5 - For Websites: 5/5 - Customizable Branding: 5/5 ##### Worst rated features - Behavior Tracking: 3/5 - Activity Dashboard: 3/5 [See all features](/digital-adoption-platform/commandbar-profile/#key-features) #### Pricing ##### Basic - Price: $249.00/month [See full pricing details](/digital-adoption-platform/commandbar-profile/#pricing-and-plans) --- ### [Clientary](/crm/clientary-profile/) - Overall rating: 4.7/5 - Reviews: 100 - Starting price: $19.00/month - Best for: Features - Free trial: Available - Free demo: Not available #### Overview Clientary is a full-suite app for teams to manage projects, hours, proposals, leads, invoices, payments, staff, and clients. Clientary is perfect for a professional services firm. [Read more](/crm/clientary-profile/) #### Features ##### Best rated features - Multi-Period Recurring Billing: 5/5 - Customizable Branding: 5/5 - Interaction Tracking: 5/5 - Billable Items Tracking: 5/5 ##### Worst rated features - Expense Tracking: 4/5 - Real-Time Reporting: 4/5 [See all features](/crm/clientary-profile/#key-features) #### Pricing ##### Basic - Price: $19.00/month [See full pricing details](/crm/clientary-profile/#pricing-and-plans) --- ### [Scribe](/collaboration/scribe-profile/) - Overall rating: 4.8/5 - Reviews: 41 - Starting price: $17.00/month - Free trial: Not available - Free demo: Not available #### Overview Scribe saves you time by automatically creating step-by-step guides from the work you're doing. It follows along a process you want to document, turning clicks and keystrokes into [Read more](/collaboration/scribe-profile/) #### Features ##### Best rated features - Customizable Fields: 5/5 - No-Code: 5/5 - User Onboarding: 5/5 - Access Controls/Permissions: 5/5 ##### Worst rated features - Full Text Search: 4/5 [See all features](/collaboration/scribe-profile/#key-features) --- ### [Assembly](/product/187576-Assembly/) - Overall rating: 4.8/5 - Reviews: 35 - Starting price: $0.00/month - Free trial: Not available - Free demo: Not available #### Overview Assembly is the CRM, client experience and AI app builder for professional service firms. Your team runs on a simple CRM, and clients get one branded portal for messages, files, [Read more](/product/187576-Assembly/) #### Features ##### Best rated features - Chat/Messaging: 5/5 - Payment Processing: 5/5 - Invoice History: 5/5 - Electronic Signature: 5/5 ##### Worst rated features - API: 3/5 - Third-Party Integrations: 3.8/5 - Client Portal: 4/5 - Activity Tracking: 4/5 [See all features](/product/187576-Assembly/#key-features) --- ### [ScreenSpace](/demo/screenspace-profile/) - Overall rating: 5/5 - Reviews: 6 - Starting price: $80.00/year - Free trial: Available - Free demo: Not available #### Overview ScreenSpace is an interactive storytelling platform that helps companies showcase their products through immersive, self-guided tours. ScreenSpace caters to B2B companies with [Read more](/demo/screenspace-profile/) #### Features ##### Best rated features - Drag & Drop: 5/5 - Search/Filter: 5/5 - Content Management: 5/5 - Contextual Guidance: 5/5 ##### Worst rated features - Content Creation: 4/5 [See all features](/demo/screenspace-profile/#key-features) #### Pricing ##### Launch - Price: $80.00/year - Spotlight Features: • 1 Creators • Unlimited Stories • Basic Analytics • Visual Effects • Stock ##### Engage - Price: $200.00/year - Spotlight Features: • Up to 5 Creators ($80/mo/creator) • Multi-Flow Journeys • Scene-Level ##### Growth - Price: $500.00/year - Spotlight Features: • Up to 10 Creators ($100/mo/creator) • Personalized Stories • User-Level [See full pricing details](/demo/screenspace-profile/#pricing-and-plans) --- ### [Kompassify](/product/501699-Kompassify/) - Overall rating: 4.7/5 - Reviews: 15 - Free trial: Available - Free demo: Not available #### Overview Kompassify is a no-code digital adoption platform designed to help teams create user onboarding experiences without requiring technical expertise. It is used by SaaS companies and [Read more](/product/501699-Kompassify/) #### Features ##### Best rated features - Interactive Content: 5/5 - Event Triggered Actions: 5/5 - For No-Code Development: 5/5 - In-App Training: 5/5 ##### Worst rated features - Survey/Poll Management: 3/5 - Visual Modeling: 3/5 - Customer Segmentation: 3.3/5 [See all features](/product/501699-Kompassify/#key-features) #### Pricing ##### Free - Price: Custom - Pricing available upon request - Use Komapssify for Free when monthly active users is less than 100 This pricing includes - up to 2 ##### Pro - Price: Custom - Pricing available upon request ##### Business - Price: Custom - Pricing available upon request [See full pricing details](/product/501699-Kompassify/#pricing-and-plans) --- ### [ProcessKit](/product/482452-ProcessKit/) - Overall rating: 5/5 - Reviews: 2 - Starting price: $0.00/month - Free trial: Not available - Free demo: Not available #### Overview ProcessKit is a client management software designed to help agencies and client service businesses streamline their client onboarding process. The software allows users to build [Read more](/product/482452-ProcessKit/) #### Features ##### Best rated features - Collaboration Tools: 5/5 - Kanban Board: 5/5 - Client Portal: 5/5 - Task Management: 5/5 [See all features](/product/482452-ProcessKit/#key-features) --- ### [journy.io](/customer-experience/journy-io-profile/) - Overall rating: 4.8/5 - Reviews: 4 - Starting price: $200.00/month - Free trial: Available - Free demo: Not available #### Overview journy.io is an AI-powered platform that helps businesses bring all the product data together in one place and automate engagement triggers on high-risk accounts based on empirical [Read more](/customer-experience/journy-io-profile/) #### Features ##### Best rated features - Email Tracking: 5/5 - Campaign Segmentation: 5/5 - Customer Database: 5/5 - Lead Management: 5/5 [See all features](/customer-experience/journy-io-profile/#key-features) #### Pricing ##### Basic - Price: $200.00/month [See full pricing details](/customer-experience/journy-io-profile/#pricing-and-plans) --- ### [Flowla](/crm/flowla-profile/) - Overall rating: 5/5 - Reviews: 1 - Starting price: $0.00/month - Free trial: Not available - Free demo: Not available #### Overview Flowla is a tool that helps sales teams with remote selling by creating customized digital journeys for prospects. By bundling multiple materials and linking related information, [Read more](/crm/flowla-profile/) #### Features ##### Best rated features - Content Management: 5/5 - Engagement Tracking: 5/5 - Pipeline Management: 4/5 [See all features](/crm/flowla-profile/#key-features) --- ### [Humanagement](/hr/humanagement-profile/) - Overall rating: 5/5 - Reviews: 1 - Starting price: $5.00/month - Free trial: Available - Free demo: Not available #### Overview Introducing humanagement.io, the employee management software created to help CEOs, Execs and HR managers manage business and employees effectively. With humanagement.io, users [Read more](/hr/humanagement-profile/) #### Features ##### Best rated features - Onboarding: 5/5 - Time Off Management: 5/5 - Approval Process Control: 5/5 - Employee Database: 5/5 [See all features](/hr/humanagement-profile/#key-features) #### Pricing ##### Basic - Price: $5.00/month [See full pricing details](/hr/humanagement-profile/#pricing-and-plans) --- ### [Revinova](/product/392637-Revinova/) - Overall rating: 4.6/5 - Reviews: 14 - Starting price: $5,000.00/year - Free trial: Available - Free demo: Not available #### Overview Revinova is an AI-powered Clinical Trial Enablement Platform that helps sponsors, CROs, and research sites improve patient engagement, site readiness, protocol awareness, and trial [Read more](/product/392637-Revinova/) #### Features ##### Best rated features - Learner Portal: 5/5 - Learning Management: 4.7/5 - Course Management: 4.5/5 - Training Management: 4.5/5 ##### Worst rated features - Course Tracking: 4/5 - Built-in Course Authoring: 4/5 [See all features](/product/392637-Revinova/#key-features) #### Pricing ##### Starter - Price: $5,000.00/year - Single-site or new ✓ Core readiness & activation training ✓ GCP, SOP, onboarding tracking ✓ ##### Growth - Price: $10,000.00/year - Multi-site network ✓ Everything in Starter ✓ Multi-site rollups & reporting ✓ SSO & analytics ##### Network - Price: Custom - Pricing available upon request - Enterprise / large network ✓ Everything in Growth ✓ Deploy in your AWS environment ✓ Dedicated [See full pricing details](/product/392637-Revinova/#pricing-and-plans) --- ### [SmartTask](/collaboration/smarttask-profile/) - Overall rating: 4.6/5 - Reviews: 37 - Free trial: Available - Free demo: Not available #### Overview SmartTask is a cloud-based collaboration solution that caters to businesses of all sizes across various industries. It offers task management, project management, customer [Read more](/collaboration/smarttask-profile/) #### Features ##### Best rated features - Resource Management: 5/5 - Chat/Messaging: 5/5 - Mobile Access: 5/5 - Issue Management: 5/5 ##### Worst rated features - Email-to-Task Conversion: 3.5/5 - Screen Sharing: 4/5 - Client Portal: 4/5 [See all features](/collaboration/smarttask-profile/#key-features) #### Pricing ##### Basic - Price: Custom - Pricing available upon request [See full pricing details](/collaboration/smarttask-profile/#pricing-and-plans) --- ### [ClientPoint](/crm/paperless-proposal-profile/) - Overall rating: 4.6/5 - Reviews: 167 - Starting price: $0.00/month - Best for: Customer support - Free trial: Not available - Free demo: Not available #### Overview ClientPoint is a cloud-based document and proposal generation solution that allows users to create, send, manage and track documents, proposals, contracts, brochures and more. [Read more](/crm/paperless-proposal-profile/) #### Features ##### Best rated features - Personalization: 5/5 - Meeting Management: 5/5 - File Sharing: 5/5 - CRM Integration: 5/5 ##### Worst rated features - Approval Process Control: 1/5 [See all features](/crm/paperless-proposal-profile/#key-features) ---