10 best customer onboarding portals for your clients

I know you want to create an unforgettable customer experience.

And let’s be clear, by unforgettable, I mean one that makes your customers feel good and leaves them in awe.

Well, the good news is that there’s a way to do this right now. And that’s with the right customer onboarding portal.

Because the moment someone becomes a customer is when your real job begins.

Sending a welcome message and getting paid is the minimum. A real onboarding experience is about guiding your customers through a desired transformation, supporting them, and showing them they made the right decision by working with you.

So, in this article, I’ll break down the best customer onboarding portals this year. We’ll also go over how each one can help you deliver the kind of experience that turns new customers into lifelong fans.

What is a customer onboarding portal?

A customer onboarding portal is a tool that allows you to give your clients one place to access everything they need after signing up or saying yes to your service(s). Instead of getting lost in email threads, scattered links, and PDF attachments, your team (and your clients) get a centralized dashboard where you can access everything you need.

Think of it like a personalized welcome hub for your customers. A place where they can view their project timelines, access important documents, fill out forms, ask questions, and track progress all in one place.

What should be in a customer portal?

When looking for a customer onboarding portal, you should prioritize tools that don’t just look good but actually help you move clients through onboarding in a structured way.

At a minimum, your customer portal should act as the central hub for all your client interactions. With everything being under one roof: shared project timelines, intake forms, contracts, files, tasks, and messaging.

Here’s what to look for when evaluating customer onboarding software:

• Project management tools: A good customer portal should include task lists, timelines, and progress tracking so both you and your client stay aligned throughout the onboarding process.
• Pre-built integrations: Whether it’s with your CRM, calendar, payment processor, or file storage tool, client onboarding software should fit right into your existing workflow.
• Automation workflows: Sending reminders, triggering follow-up tasks, or auto-sending forms/contracts should be something you set up once and never worry about again.
• Branded client experiences: Your customer portal should reflect your brand, not the software company’s. Look for white-labeling, the ability to add custom domains, and design flexibility.
• Messaging and file sharing: Find a portal that not only lets you have a messaging experience right in the portal, but also sends notifications as email threads, just in case customers forget to look at their chat messages.
• Insight into client relationships: The best tools give you visibility into how your clients are interacting with you, any pending invoices that haven’t been paid, and the timeline of your projects.

At the end of the day, customer onboarding software should be a part of your entire customer experience. The tools below all have their own use cases and strengths for different types of industries and services. I mentioned what each tool is best for, so hopefully you find one that’s perfect for you.

10 best customer onboarding portals to use in 2025

Here are the best customer onboarding portal software:

1. Copilot
2. Client Success
3. Dock
4. Plutio
5. Dubsado
6. SuiteDash
7. Bonsai
8. Moxo
9. OnRamp
10. Bloom.io

Let’s take a look at each one.

1. Copilot

• Best for: Agencies, firms, and consultants
• Pricing: Free trial, then starts at $39/month

Copilot is the tool I personally use to onboard my own clients for my marketing agency. At its core, it’s a client portal software that allows you to bring everything into one place — from messages, contracts, documents, invoicing, and a lot more.

Writer’s note: I don’t work at Copilot. I’ve been using the tool and have been offered to write this post up.

What I like most about Copilot is how clean and easy it feels. The UX (user experience) feels simple and just right. You can white-label everything, set up onboarding automations, and give your clients an experience that actually makes you look more organized and professional.

And honestly? My clients love it. I’ve had people straight up tell me, “Wow, this is the nicest client experience I’ve ever had.”

A few things I personally like about Copilot:

• Modern UI/UX: Copilot feels like something built in 2025 — minimal, fast, and intuitive.
• White-labeling: You can fully brand your portal with your domain, logo, and colors.
• Automation workflows: Set triggers for contracts, forms, and invoices so the entire onboarding process feels hands-off.
• Built-in messaging: You can chat with clients inside the portal, keeping everything in one thread instead of scattered across email and Slack. Messages in the portal can also be sent as emails automatically.
• Modular flexibility: You can turn features on/off depending on how simple or complex you want your client experience to be.
• Custom forms: Perfect for collecting onboarding info, customer intake forms, client briefs, or anything else you need to kick things off.

If you want to play around with Copilot before you sign up for a free trial, you can check out the demo below:

Copilot ratings and reviews

Here’s what customers rate the platform online:

• G2: 4.8/5 star rating (from +231 reviews)
• Capterra: 4.7/5 star rating (from +23 reviews)

2. Client Success

• Best for: SaaS and local service businesses
• Pricing: Pricing not public, need to book a demo

Next up is Client Success, a simple and powerful customer onboarding platform. Its main goal is, you guessed it, to make sure your clients are successful. While it’s not just a client onboarding tool, it does a really good job of helping teams nurture their clients through customer journey mapping.

What sets ClientSuccess apart is its focus on customer health and retention. It’s designed for teams who care about the entire lifecycle — not just getting clients onboarded, but keeping them happy, engaged, and renewing.

A few things I like about ClientSuccess:

• Customer health scores: You get a real-time idea of how each client is doing, which helps you catch issues early and reduce churn.
• Onboarding playbooks: You can create structured onboarding workflows that are designed to help scale your onboarding process across teams.
• Renewal management: Built-in tools to track renewals, upsells, and key milestones, which makes account management feel way less reactive.
• Clean reporting: You can actually measure how well your onboarding and CS processes are working, which is rare in most tools.

It’s a great platform to check out for customer success teams that want more visibility into how their accounts are doing, what needs follow-up, and how to proactively manage success across the board.

Client Success ratings and reviews

Here’s what customers rate the platform online:

• G2: 4.4/5 star rating (from +422 reviews)
• Capterra: 4.2/5 star rating (from +17 reviews)

3. Dock

• Best for: Growing SaaS businesses
• Pricing: Includes free plan, then starts at $350/month

Next up is Dock — a platform that has been growing in popularity over the years. It’s one of the most flexible onboarding tools out there — part client portal, part sales enablement platform, part internal workspace.

It’s like if Notion and a customer success tool had a baby. You can build beautiful, customizable workspaces that guide your clients through the entire onboarding flow. It has timelines, task checklists, embedded videos, shared files, and more.

It’s especially useful if you want a better customer experience and a more aligned handoff between sales and onboarding. This makes it great for internal teams because it helps everyone stay on the same page, while clients love it because it feels clean, visual, and easy to use.

A few things I like about Dock:

• Perfect for internal teams: Sales, onboarding, and customer success can collaborate on one platform.
• Collaborative checklists: Clients can mark tasks as complete, leave comments, and stay engaged in their onboarding flow without a million follow-ups.
• Sales-to-CS handoff: You can easily transition from the sales process to client delivery.
• Built-in templates: Speed things up by creating templates for your team to reuse — great for scaling consistent customer experiences.

Dock also has a free plan, which is great. However, if you want a client CRM built in, you’ll have to upgrade to their premium plan, which starts at $350/month (not cheap). If you’re looking for something more affordable, there are lots of Dock alternatives out there.

Dock ratings and reviews

Here’s what customers rate the platform online:

• G2: 4.9/5 star rating (from +142 reviews)
• Product Hunt: 5/5 star rating (from +5 reviews)

4. Plutio

• Best for: Freelancers and solo agency operators
• Pricing: Starts at $19 per month

Next up is Plutio, an all-in-one business management platform built for freelancers and small agencies. While it’s not just a client onboarding tool, it does come with everything you need to onboard new clients: proposals, contracts, forms, tasks, messaging, and more.

What’s cool about Plutio is that it replaces like 5 different tools in one. You can handle onboarding, project management, and even time tracking all in the same dashboard, without needing to duct-tape together a bunch of software. It’s especially handy if you're a solo founder (like myself) or a small team trying to keep costs down and operations simple.

A few things I like about Plutio:

• All-in-one toolkit: You get client onboarding and project management, proposals, contracts, invoices, and even time tracking all in one place.
• Client portals: Each client gets their own login where they can view files, messages, and project progress.
• Fully white-labeled: You can customize the look and feel to match your brand (including your own domain).
• Custom fields & forms: Great for collecting onboarding info in a way that feels structured.

If you're curious how Plutio stacks up against similar tools, I broke it all down in this post on Plutio alternatives. It might help you find the best fit depending on where you are in your business.

Plutio ratings and reviews

Here’s what customers rate the platform online:

• G2: 4.3/5 star rating (from +56 reviews)
• Capterra: 4.6/5 star rating (from +162 reviews)

5. Dubsado

• Best for: Creative service businesses
• Pricing: Starts at $20/month

Dubsado is another popular customer portal tool like Copilot and Plutio that is used by small agencies and freelancers. At its core, it’s a client management platform, but it has an onboarding flow feature that can be used as a standalone customer onboarding portal. You can easily automate things like sending contracts, intake forms, and welcome emails for your onboarding process.

A few things I like about Dubsado:

• Automation workflows: You can automate entire onboarding sequences, whether it’s sending a form, following up with a contract, or triggering a payment link.
• Client portals: Clients get access to their own portal where they can view forms, invoices, and messages.
• Templates for everything: From proposals to contracts to canned emails, you can build out a library and save hours on every new client.
• White-labeling: Fully customizable so the client experience looks and feels like your brand from start to finish.

It can feel like a lot at first (the setup isn’t the simplest). But once you’re up and running, Dubsado is great for creative service businesses. It’s very similar to another platform called HoneyBook that you might have heard of.

Dubsado ratings and reviews

Here’s what customers rate the platform online:

• G2: 4.2/5 star rating (from +71 reviews)
• Capterra: 4.2/5 star rating (from +57 reviews)

6. SuiteDash

• Best for: Agencies and small businesses
• Pricing: Starts at $19/month

SuiteDash is another all-in-one customer portal that includes onboarding as one of its main features. It has a suite of tools for CRM, invoicing, client portals, file sharing, marketing automation, and more.

If you’re looking for a single platform to run your entire service business (and you’re not afraid of a learning curve), SuiteDash is a solid option.

It’s not the most beginner-friendly tool on this list, but once you get past the initial setup, it gives you insane control over your onboarding flow and overall client experience. You can automate the full journey and white-label everything to feel like your own branded portal.

A few things I like about SuiteDash:

• Truly all-in-one: Includes CRM, project management, email marketing, file storage, and time tracking in one platform.
• Custom client portals: Clients can log in to view progress, upload files, message you, and stay in the loop during onboarding and beyond.
• Powerful automation: Build workflows that trigger tasks, send reminders, onboard new clients, and even handle follow-ups.
• White-label everything: Use your own domain, custom branding, and login pages.

SuiteDash does have a lot going for it. There are tons of tools, but if you just need the onboarding part of it, and want to find a simpler platform, it might be worth looking into an alternative.

SuiteDash ratings and reviews

Here’s what customers rate the platform online:

• G2: 4.8/5 star rating (from +589 reviews)
• Capterra: 4.8/5 star rating (from +598 reviews)

7. Bonsai

• Best for: Beginner freelancers
• Pricing: Starts at $15/month

Next up is a tool that’s near and dear to my heart, Bonsai. It’s the platform I first started on when I started my freelancing career. The platform is built specifically for freelancers and small service businesses, and it comes with everything you need to get your clients onboarded and your business running smoothly.

You get contracts, proposals, forms, invoicing, and time tracking all bundled into one clean, easy-to-use platform. And while it’s simple enough to use out of the box, it still has the power to grow with you as your client process gets more advanced.

A few things I like about Bonsai:

• Easy setup: When you’re just starting out, Bonsai makes it easy to create proposals, send contracts, and get paid without overthinking it.
• Client onboarding flow: You can create a repeatable onboarding process with built-in forms, tasks, and email automations.
• Templates for everything: Whether it’s a client agreement or a scope of work doc, Bonsai has pre-built templates if you have no idea what you’re doing.
• All-in-one platform: Great for managing clients, time, invoices, and projects in one place as a solo operator.

Overall, it’s a great starting platform if you’re a freelancer and don’t want to deal with the legal side of contracts (and don’t know how to send invoices).

Bonsai ratings and reviews

Here’s what customers rate the platform online:

• G2: 4.3/5 star rating (from +101 reviews)
• Capterra: 4.6/5 star rating (from +90 reviews)

I also wrote a review of Bonsai on my personal blog if you want to learn more about what the tool can do.

8. Moxo

• Best for: Enterprise-level service businesses
• Pricing: Need to contact sales

Moxo is a more enterprise-ready platform built for teams in a high-touch industry like finance, legal, or consulting. Specifically, it’s where onboarding needs to feel secure, guided, and high-end.

What makes Moxo stand out is its client-facing “flow workspaces.” These branded portals let clients view documents, complete onboarding tasks, sign contracts, and chat without bouncing between tools. It’s designed to feel like your own digital branch, giving clients a seamless experience while helping internal teams stay on track.

A few things I like about Moxo:

• Client flow workspaces: Just like Copilot, each client gets a custom space with workflows, documents, messaging, and task management all in one view.
• Secure communication: End-to-end encryption, audit trails, and role-based access.
• No-code workflow builder: You can automate onboarding steps without a dev team.
• Omni-channel access: Clients can engage through web, mobile, or email, depending on what’s easiest for them.

It’s not the lightest or cheapest tool on this list, but if you’re onboarding high-value clients and want your process to feel as valuable as the service you’re offering, Moxo is a great option to look into. And if you’re comparing tools or want something a little more flexible, I put together a guide on Moxo alternatives that might help.

Moxo ratings and reviews

Here’s what customers rate the platform online:

• G2: 4.5/5 star rating (from +173 reviews)
• Capterra: 4.0/5 star rating (from +23 reviews)

9. OnRamp

• Best for: B2B teams
• Pricing: Need to book a demo for pricing

OnRamp is a customer onboarding tool built specifically for B2B teams that sell software or services. If you’ve ever struggled with getting clients through a long, technical implementation process, this one’s for you.

OnRamp gives you a customizable client portal where you can build structured onboarding flows, track progress, and keep everyone aligned without sending “just checking in” emails every week.

A few things I like about OnRamp:

• Branded client portals: Clients get their own login with a dashboard that shows exactly where they are in the onboarding process.
• Progress tracking: You can see which steps are completed and where clients are stuck.
• Templates: Set up reusable onboarding playbooks that save your team time and create a consistent experience.
• Works well for technical onboarding: If your service involves setup, integrations, or customer training, OnRamp really shines.

It’s not built for freelancers or small service businesses. This is more of an enterprise-grade tool. But if you’re managing multi-step onboarding for SaaS or implementation-heavy services, OnRamp is a solid option to look into.

OnRamp ratings and reviews

Here’s what customers rate the platform online:

• G2: 4.5/5 star rating (from +130 reviews)
• Capterra: 4.6/5 star rating (from +10 reviews)

10. Bloom.io

• Best for: Creative freelancers
• Pricing: Starts at $9/month

And last but not least, we have Bloom — an all-in-one platform built for creative professionals. Think photographers, designers, coaches, consultants, pretty much anyone who works 1:1 with clients.

It’s a simple platform that handles the full client journey from inquiry to onboarding to payment, without overwhelming you with too many features.

Where Bloom really shines is in its UI and ease of use. It’s built for solo operators and small teams who care about giving their clients a clean, modern experience, without having to duct-tape 4 different apps together.

A few things I like about Bloom:

• Minimal design: Everything looks great out of the box, and it’s super easy for clients to navigate.
• Built-in onboarding flow: Collect client info, send contracts, accept payments, and schedule meetings.
• Custom client portals: Clients can log in to view their project status, files, messages, and invoices.
• Great for creatives: The UI feels built for people who value aesthetics — perfect if your brand vibe leans design-forward.

If you’re a creative or service provider who wants to keep things lean, Bloom might be a great fit. But if you’re looking for something more robust or flexible, I put together a breakdown of Bloom alternatives that explore what else is out there.

Bloom ratings and reviews

Here’s what customers rate the platform online:

• G2: 4.5/5 star rating (from +82 reviews)
• Capterra: 4.3/5 star rating (from +12 reviews)

Go beyond just customer portals

As you can see, there are a lot of different portals designed to help you with your customer onboarding experience. But there’s a common thread among them all, except for maybe like two on this list. It’s that they all go beyond just customer portals.

They’re not just places to drop files or send invoices. They’re full-blown systems that help manage the entire customer onboarding process — from sales handoff to relationship building. 

Whether it’s automating workflows, improving client interactions, or streamlining project management, the best platforms act as an operating system for your business. So if you’re shopping for client onboarding software, don’t just think “portal.” Think about how it supports your whole client experience — from that first “yes” to a long-term relationship.

Here’s to onboarding more (happy) customers!