List of the Top 14 Customer Onboarding Apps for iPhone in 2025

Pipefy serves as a business process management platform enhanced by AI, allowing organizations to conserve IT resources while enabling business teams to independently create and implement up to 85% of their workflows across various departments, including HR, IT, Finance, Marketing, and Sales. With a user-friendly interface, users can effortlessly construct, monitor, automate, and oversee any tailored workflow, regardless of its complexity, without requiring any technical expertise. The no-code BPM software from Pipefy offers a comprehensive end-to-end operation that significantly boosts team productivity, as well as enhances control and visibility throughout the entire process from initiation to completion. By facilitating quicker deployment, reducing implementation costs, and simplifying process complexity alongside preventing costly stack sprawl, Pipefy integrates a robust security suite and offers out-of-the-box connections to over 300 applications and systems, including seamless HTTP/HTTPS integration for broader connectivity. This comprehensive approach not only streamlines operations but also empowers teams to focus on higher-value tasks by minimizing technical barriers.

If you're in search of software for onboarding partners or customers, Eurekos LMS stands out as the perfect choice. An efficient onboarding process is crucial for minimizing churn among customers and partners, as it provides immediate value. Tailor individual learning experiences for every partner or customer to ensure they have what they need to thrive. Eurekos features intelligent onboarding mechanisms equipped with advanced automation rules and capabilities that captivate learners by guiding them along the most suitable pathway. Administrators gain access to sophisticated tools for managing approvals, personalizing content by user persona, tracking certifications, monitoring progress, facilitating e-commerce, and integrating with external applications. Onboarding can often be a complex journey, as every learner’s experience is distinct. With Learning Journeys, you can design blended learning experiences that cater to the specific needs and varied paths that learners take to achieve mastery over a topic.

Moxo revolutionizes the customer onboarding experience through its all-encompassing Service Orchestration Platform. By merging intricate onboarding procedures into a singular, secure digital environment, Moxo enhances the entire journey from the first point of contact to complete integration. Utilizing the Moxo Flow feature, organizations can design tailored onboarding templates that include essential functionalities like digital signatures and document gathering. This method guarantees a uniform and streamlined onboarding process while offering the adaptability to meet individual customer requirements. Tools for real-time collaboration promote effective communication throughout the onboarding experience. With strong integration features, Moxo aligns onboarding data with existing systems, delivering a holistic view of the onboarding process and allowing for data-driven improvements to enhance the customer's initial interaction.

Ondato provides a comprehensive range of services including identity verification, business onboarding, customer data management, due diligence, and authentication, all designed to seamlessly integrate into your daily operations. Our solutions support the complete customer lifecycle management, beginning with the onboarding process and extending to ongoing user monitoring. This all-in-one platform caters to your compliance concerns while also offering an intuitive data management experience, ensuring that your needs are fully met. With Ondato, you can enhance both efficiency and security in your customer interactions.

SkyPrep offers a robust and user-friendly online training solution designed to facilitate the training of employees, customers, and partners alike. With its adaptable platform, you can effortlessly manage, deliver, and monitor your training programs. Trusted by more than 500 businesses across diverse sectors around the globe, SkyPrep is acclaimed for its simplicity and exceptional customer service. Utilizing SkyPrep can streamline your onboarding processes, enhance customer training on your offerings, and ensure compliance standards are met without hassle. This comprehensive tool not only boosts efficiency but also enriches the overall training experience for all users involved.

Verify 365 offers comprehensive client onboarding solutions tailored for law firms, estate agencies, accountants, and independent financial advisors, ensuring that you can trust that your clients have undergone meticulous vetting. This advanced verification process not only saves valuable time but also significantly mitigates the risk of fraudulent activities. Utilizing biometric verification, Verify 365 confirms that clients are who they claim to be, adding an extra layer of security. The platform conducts rigorous ID checks that encompass government-issued identification and address validations. Furthermore, our anti-money laundering measures guarantee that your clients are not listed on any financial crime watchlists, while we also investigate the legitimacy of their sources of funds. With integrated e-payment and e-signature functionalities, the onboarding experience is streamlined and user-friendly. Verify 365 accommodates over 10,000 types of government-issued IDs from more than 200 countries, highlighting its extensive global reach for client verification. This capability allows firms to confidently assess and verify clients from virtually anywhere in the world.

Revamp your document-centric responsibilities from an overwhelming task into a dynamic engine for growth and beneficial change. By converting these cumbersome, insecure, and manual activities into a robust resource for positive transformation, organizations of all sizes can thrive across various sectors. Revver, previously known as eFileCabinet, offers a sophisticated document management solution that guides you toward achieving business harmony. This platform integrates a multitude of features, such as workflow automation and enhanced search capabilities, along with seamless connections to other business applications. With these powerful functionalities, companies can navigate the deluge of paper documents effectively and restore order amidst the disorder caused by disorganized digital resources. Ultimately, leveraging Revver can lead to greater efficiency and a more streamlined operational process.

Process Street is an innovative platform designed for managing processes within teams. It enables teams to collaborate on their essential workflows and convert them into efficient no-code automation solutions. By streamlining these processes, teams can enhance productivity and ensure consistency in their operations.

Atlas is an innovative software solution tailored for energy chemicals and production, aimed at managing every facet of field operations. It enhances visibility, control, and optimization across business processes as a cloud-based platform, allowing companies to efficiently oversee oil field assets, chemical products, treatments, lab data, and customer leases. The software enables users to easily track customer interactions and locations, assess lab reports, and manage chemical inventories and treatments in a streamlined manner. With its user-friendly dashboards and reporting features, Atlas promotes real-time decision-making and simplifies the invoicing process on a monthly basis. Furthermore, a specialized consumer portal ensures users have a comprehensive perspective, offering detailed reporting and invoicing functionalities. By effectively organizing data layers, Atlas significantly enhances organizational productivity, leading to quicker decisions and faster implementation of strategies, thus reducing the time required for data analysis. Ultimately, this increased efficiency allows organizations to concentrate on their goals without unnecessary interruptions, fostering a more focused approach to achieving success.

You can rest assured that the person you are engaging with is genuinely who they claim to be. Nivo utilizes a powerful array of security protocols, authentication methods, and identity verification strategies, which encompass biometric AI and encryption. The e-signatures that Nivo provides have garnered support from leading legal experts in the field. Due to our extensive security measures and the sophisticated biometric identity verification AI from Onfido, our e-signatures are recognized as Advanced Electronic Signatures under EU law, offering a level of trust that surpasses that of many competing e-signing services. Financial institutions commonly utilize email for sharing customer information with partner entities, often leading to the transmission of large files through protracted email exchanges, which heightens the risk of data breaches. With Nivo’s Business-to-Business messaging solution, organizations can determine precisely which documents their partners need and grant access from a single, centralized platform, greatly reducing the risks associated with conventional email methods. This cutting-edge approach not only bolsters security but also simplifies the process of sharing documents, making it more efficient and reliable for all parties involved. In a world where data security is paramount, such innovations are essential for maintaining trust and integrity in electronic communications.

Leveraging brief visual content from videos makes it easier to communicate your training story to all staff members. You can quickly record short videos using your smartphone or convert existing content into video formats. By skillfully blending clips and images and rearranging scenes, you craft a narrative that is clear and easy to follow, removing the necessity for traditional onboarding methods. Microlearning, which emphasizes one or two essential pieces of information, has shown to be the most effective strategy for training employees who have limited time. Creating playlists allows you to break down complex or extensive concepts into bite-sized, easily digestible parts. Studies have shown that this technique greatly improves both knowledge retention and acquisition. Essentially, a playlist acts as a curated selection of short lessons, which lets you organize content on various subjects like onboarding, compliance, or sales training, thus addressing a range of learning styles and preferences. This approach not only makes the material more engaging but also ensures that employees can interact with content that is both pertinent and easy to access, leading to a more productive learning atmosphere. As a result, the combination of innovative video formats and microlearning strategies can significantly enhance employee training outcomes.

Genuine digital adoption enables individuals to stay current with technological advancements. WalkMe's Digital Adoption Platform simplifies the experience of utilizing any software, website, or application. Our all-encompassing solution evaluates and streamlines processes while offering proactive, step-by-step assistance. With this robust tool, users can efficiently and effortlessly accomplish their tasks, enhancing overall productivity. Embracing such technology not only improves user experience but also fosters greater engagement with digital tools.

Apty serves as a Digital Adoption Platform designed to enhance the efficiency of business processes within enterprises. For effective digital adoption, it is essential to not only assist individuals in navigating new software applications but also to encourage them actively to engage with new processes. Apty stands out as the sole provider that merges effective on-screen guidance with automated proactive compliance for process adherence. It has gained the trust of IT operations managers, Application Owners, and VP HR/Sales, along with prominent CIOs, as a means to maximize the potential of their workforce’s interaction with web-based applications during their daily tasks. With a user base nearing 1 million each month, Apty empowers employees at leading companies like Delta Airlines, Boeing, and Agile CRM to master web-based applications and perform at their best. Ultimately, it’s not the software that poses a challenge, but rather the way it is utilized to achieve optimal results. This understanding is crucial for organizations aiming to leverage technology effectively.

Customers can obtain essential documentation in mere minutes by either uploading or taking a photo of their confidential information, which can then be securely sent without delay. The platform allows for an unlimited number of document uploads, regardless of their size, offering the flexibility to send files anywhere and at any time. With features like automatic document alignment and edge cropping, businesses can enhance their service offerings and streamline the onboarding process for their clients. This innovative system handles all the heavy lifting, allowing your team to focus on delivering exceptional service. By alleviating administrative tasks, your staff can dedicate their time to expanding your customer base. Many of our clients have experienced a remarkable 35% boost in sales as a direct result of using our platform. Embrace a smarter work approach that significantly cuts labor costs and minimizes overall business expenses. FastDox not only slashes postage costs by an impressive 95% but also fosters customer loyalty, ensuring that clients return for future business. With these advantages, your organization can thrive in a competitive market.