Why We Tested (and Ditched) the “Best” Client Onboarding Software
When you’re running a high-growth agency, you don’t have time to play around with software that doesn’t work. At Antimatter Creative Labs, we’ve built and scaled over 400 businesses, and we know one thing: Onboarding is everything.
The smoother the onboarding process, the faster a client gets results. The faster a client gets results, the longer they stay with you. Simple.
So, we went on a hunt for the best client onboarding software in 2025—and let’s just say, we learned a lot.
The Contenders: Where They Failed Us
We tested the so-called “best” solutions. Here’s the rundown of what we found:
| Rank | Software | Best For | Why We Ditched It |
| #1 | SmartSuite | Workflows & HR | Clunky UI, takes too long to set up |
| #2 | Monday.com | Project Management | Great for PM, terrible for onboarding |
| #3 | Deel | Global Payroll | Good for payroll, but NOT for client onboarding |
| #4 | Trainual | Training & SOPs | Great for documentation, but not for actual onboarding |
| #5 | FreshService | IT Onboarding | Cool for IT teams, useless for agencies & service businesses |
Now, don’t get us wrong—these tools aren’t bad. They just aren’t optimized for what we needed:
✅ A zero-friction onboarding system for our clients and team
✅ Easy automation without a developer or custom integrations
✅ A tool that our clients would actually use (not just our team)
✅ A system that grows with the business, not against it
After wasting weeks jumping between platforms, it hit us:
Why are we making this harder than it needs to be?
{Image in XD file – Ondash Blog Images}
Why We Chose Ondash: The No-Brainer Solution
When we found Ondash, it was game over for the other tools.
Here’s why:
- It Feels Like Facebook. Clients don’t need to “learn” a new system—it just makes sense.
- All-in-One Simplicity. No more piecing together Airtable, Zapier, Google Forms, and a dozen other apps.
- It Actually Scales. Whether you’re onboarding 10 or 1,000 clients, it doesn’t break.
- It’s Built for Collaboration. Integrated chat, file storage, and tasks—so no more jumping between software.
The biggest game-changer? It cut our onboarding time in half.
Before Ondash, we had a client onboarding process that took hours to set up. Now? It takes minutes.
The Truth About “Free” Onboarding Software
A lot of people (including us, once) think that building your own free client onboarding software is the way to go.
We get it. We tried it. It worked—until it didn’t.
🔹 We used Airtable—but the integrations got messy.
🔹 We used Fillout.com—but it wasn’t built for onboarding.
🔹 We tried to duct-tape a system together—but every time something broke, it was our problem to fix.
Here’s what we learned: Free software isn’t free when it costs you time.
At some point, your business grows, and the hidden costs—setup, maintenance, troubleshooting, lost clients due to bad experiences—far outweigh a simple $199/month solution that just works.
Ondash vs. The “Best” Client Onboarding Software
| Feature | DIY (Airtable + Zapier) | Monday.com | Deel | Ondash ($199/month) |
| Ease of Use | Requires setup & maintenance | Confusing for onboarding | Built for payroll, not onboarding | Facebook-like, zero learning curve |
| Time to Set Up | Weeks to maintain | Weeks | Days | Minutes |
| Customization | Limited without dev skills | Requires integrations | Not flexible | Fully customizable |
| Scalability | Becomes complex fast | Designed for PM, not onboarding | Payroll-focused | Scales effortlessly |
| Built-in Messaging & Docs | ❌ No | ❌ No | ❌ No | ✅ Yes |
Bottom Line: Ondash is the only tool that does everything, simply.
Final Verdict: Don’t Make This Harder Than It Needs to Be
If you’re a business owner, agency, or team leader, you might be making client onboarding harder than it should be.
- If you want to DIY your system, go for it—but don’t be surprised when it becomes a mess at scale.
- If you want a patchwork of tools like SmartSuite or Monday.com, be ready to deal with setup headaches.
- If you want to get your time back, Ondash is a no-brainer.
For $199/month, you get:
✅ A fully built client onboarding system
✅ A familiar interface that clients love using
✅ Seamless team & client collaboration
✅ A system that actually scales with your business
We wasted weeks testing everything else, so you don’t have to.
Ready to onboard clients faster and stress-free?
👉 Try Ondash today at www.getondash.com.


