List of Client Onboarding Software features
Contact management refers to keeping, organizing, and managing information about your customers, prospects, and sales leads. In its most basic form, an address book or an Excel or Google s...read more
A system or process for capturing, tracking and storing electronic documents such as PDFs, word processing files, and digital photographs of paper-based content is known as document manage...read more
An appointment scheduling solution, often known as an appointment booking system or appointment management software, allows service providers to easily handle appointments. When an appoint...read more
Client management, also referred to as customer management, is a crucial aspect of business operations that involves the management and organization of client interactions and relationship...read more
Payments are an essential feature in any software that deals with transactions or monetary activities. This feature allows users to make and receive payments securely and efficiently. It a...read more
Billing and invoicing software is a powerful tool that automates the process of generating invoices and managing billing for businesses of all sizes. It simplifies the complex process of t...read more
This software is researched and edited by
Rajat Gupta is the founder of Spotsaas, where he reviews and compares software tools that help businesses work smarter. Over the past two years, he has analyzed thousands of products across CRM, HR, AI, and finance — combining real-world research with a strong foundation in commerce and the CFA program. He's especially curious about AI, automation, and the future of work tech. Outside of SpotSaaS, you'll find him on a badminton court or tracking the stock market.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
