Streamline client services and billing with ease.
Main Features
Pricing
Starts from $47/month when monthly
Free Trial available
Showing 1-5 out of 5
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7.5
Spot Score
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Product Description
Introducing Solo, the ultimate solution for managing bookings and payments from clients. With its own booking page, Solo makes it easy for businesses to accept online and offline payments. But that's not all, Solo also provides a personalized portal for both teams and clients to access. Simply ...
Read moreCommon Features
No common features
Unique Features
Payment Processing
Online Scheduling
Meeting Room Booking
+ 2 more
Pricing
Starts from $3.25/Month when Billed Yearly, also offers free forever plan
8.5
Spot Score
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Product Description
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 ...
Read moreCommon Features
No common features
Unique Features
Workflow Configuration
Business Process Automation
Calendar Management
+ 3 more
Pricing
Free Trial available
Beau offers custom pricing plan
7.0
Spot Score
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Product Description
Portal is the easiest solution for busy professionals to keep their data in sync between data stores and different productivity tools. Forget the complexity of using multiple ETL and reverse ETL pipelines - just pick the data store you want, the productivity tool you need, and define the sync ...
Read moreCommon Features
No common features
Unique Features
Data Extraction
Match & Merge
Compliance Tracking
Pricing
Free Trial available, Try Now
Starts from $10/Month
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Product Description
Clientpad is an all-in-one solution for small business to manage their clients, get paid quickly and deliver the best experience. It offers a convenient hub to create and manage invoices, as well as craft beautiful proposals that result in more wins. With Clientpad, companies will be ...
Read moreCommon Features
No common features
Unique Features
No unique features
Pricing
Starts from $4/Month when Billed Yearly
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Product Description
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, ...
Read moreCommon Features
Client Management (Customer)
Unique Features
Dashboard
For Onboarding
Alert Notifications
+ 2 more
Pricing
Free Trial available, Try Now
Starts from $15/Month
Stuck on something? We're here to help with all the questions and answers in one place.
Popular alternatives include solo, Beau, Portal, Clientpad and PanelScout.
Key factors include Onboarding, Proposal Management, Invoice, Payments, Integrations Management and pricing.
Tools like Copilot, Boarded, ClientManager.io, LeadMe and Onboard.io are best for small businesses for Client Onboarding Software.
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].
