15 Best Client Onboarding Software for Agencies (#1 Picks)

Onboarding new clients and tired of juggling contracts, forms, assets, and account access across a dozen tools? In this video, we reviewed several client onboarding tools for marketing agencies and narrowed them down to the 15 best platforms. Here’s what you’ll learn: ✅ The different types of client onboarding tools agencies need ✅ Which platforms work best for project management and client portals ✅ Where to handle contracts, forms, and asset collection ✅ How to automate repetitive onboarding tasks ✅ How to remove onboarding delays caused by missing account access Tools featured: Service Provider, ClickUp, Asana, DashClicks, HighLevel, ClientPortal.io, PandaDoc, DocuSign, Typeform, Jotform, Formstack, Content Snare, Zapier, Make, Calendly, SavvyCal, and Leadsie. 📖 Want the full written comparison too? Read the article: https://www.leadsie.com/blog/best-tools-for-onboarding-agency-clients Getting access to your clients’ ad accounts, analytics, and social media is usually the most painful part of onboarding. That’s why we built Leadsie. 👉 Try Leadsie free for 14 days: https://www.leadsie.com/?utm_source=youtube Leadsie is a client onboarding software that simplifies requesting and giving access to marketing assets, social media, and ad accounts with one secure link. Get access to your clients' or influencers' Facebook, Instagram, Google, TikTok, Shopify, LinkedIn, and other accounts without sharing passwords. Leadsie automates access management to deliver a fast, secure, and seamless onboarding experience—helping you impress clients and showcase professionalism from day one. --- 00:00 Why your client onboarding is chaotic 00:42 What to look for in client onboarding tools 01:00 Project management & client portals 03:28 Sales handoff & CRM tools 04:58 Contracts & e-signatures 05:42 Forms & asset collection 06:58 Getting access to client accounts (Leadsie) 07:58 Automation & scheduling 09:09 Final thoughts + next steps