Client onboarding platforms
Asked as “client onboarding platform”, and as “customer implementation and onboarding project tool”, on behalf of a mid-market B2B software company. 47 first choices recorded across the direct, paraphrase, budget and scale prompts, six models each. Added to the September 2026 Edition; its answers are read by the distilled judge (ai-indexes-judge-qwen3-14b), not the claude-opus-5 judge of the earlier categories: how the two compare.
Standing · first-choice share
47%
Clear leader
47Rocketlane13GUIDEcx11ClickUp30others
47% of first choices, clear leader.
The standing
Share is the count of first choices across the direct, paraphrase, budget and scale prompts, over all six models, for a mid-market B2B software company. Ordered by share.
ProductFirst-choice shareNegative rateLabelsQuadrantSince September 2026
Show the nine products at 0%, ordered by negative rate
The floor is 12 points of share, measured: how far the models move a leader on their own when the same questions are asked twice with nothing changed. A larger change is movement; a smaller one is noise, and both are shown. How the floor is measured
Bars are the share of first choices, 0 to 100Every product with at least 10 labels here. Every product name links to its product page.
Recommended versus criticized
Every product with at least 10 labels here, on both axes. The 30% line names a quadrant, not the verdict above: that one needs more than 40%.
Criticized challengerCriticized default
Negative label rate →
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15Accepted challengerEndorsed leader
0%First-choice share → · lines at 30% share and 25% negative60%
Key
01Rocketlane47%
Rocketlane47%02GUIDEcx13%
GUIDEcx13%03ClickUp11%
ClickUp11%04OnRamp4%
OnRamp4%05Dock2%
Dock2%06Arrows2%
Arrows2%07Moxo0%
Moxo0%08Content Snare0%
Content Snare0%09Appcues0%
Appcues0%10Process Street0%
Process Street0%11Userpilot0%
Userpilot0%12ChurnZero0%
ChurnZero0%13Planhat0%
Planhat0%14Monday.com0%
Monday.com0%15Asana0%
Asana0%What they warned about
A high negative share on a product with few labels is a warning. A low share on a product with many labels is salience, not sentiment.
GUIDEcx16%
8 of 50 labels negative · 8 of 6 models · 1 hard negative
“Proceed with Extreme Caution ... Rocketlane and GUIDEcx carry the heaviest documented baggage” Qwen 3.7 Flash, negative prompt
Planhat54%
7 of 13 labels negative · 7 of 6 models
“a steep learning curve tied to complex setup and inconsistent documentation is a common complaint” Claude Haiku 4.5, negative prompt
Asana67%
8 of 12 labels negative · 6 of 6 models · 4 hard negative
“Asana and Notion are generally not recommended for formal client onboarding due to missing key features.” Mistral Small, negative prompt
Monday.com54%
7 of 13 labels negative · 6 of 6 models · 1 hard negative
“These are general project management tools, **not onboarding platforms**” DeepSeek V4 Flash, negative prompt
What they cite
Citations exist only for the models that return a source list: fourteen of the six in this edition.
Sites the answers cite
76 of 84 answers in this category came back with a source list, from 14 of 6 models: citations where the model returns them, or the search results it consulted. 1025 links across 214 sites, every framing counted. Ranked by the number of answers carrying the site or page.
vendor site · Rocketlane38 answers · 60 citations · 12 models
vendor site · Zite34 answers · 48 citations · 12 models
33 answers · 69 citations · 14 models
vendor site · ClickUp33 answers · 33 citations · 11 models
30 answers · 30 citations · 9 models
vendor site · Userpilot29 answers · 37 citations · 10 models
26 answers · 26 citations · 11 models
25 answers · 30 citations · 11 models
vendor site · GUIDEcx21 answers · 26 citations · 12 models
vendor site · eWebinar19 answers · 25 citations · 11 models
vendor site · Guideflow18 answers · 23 citations · 9 models
18 answers · 18 citations · 10 models
Pages the answers cite
The ten pages named in the most answers, by full address. A page here is one the models returned with a recommendation, not one the index endorses.
32 answers · 10 models
30 answers · 9 models
29 answers · 10 models
28 answers · 11 models
27 answers · 11 models
26 answers · 11 models
21 answers · 11 models
20 answers · 12 models
18 answers · 10 models
18 answers · 9 models
Search against answers
Each company's standing in the answers beside its site's footprint in Google search, one row a site: the products the models named on it with their shares, and the share they add up to; monthly searches on Google, and DataForSEO's estimate of AI search demand (modeled from search signals, directional, not a count of queries to any assistant), for the most-searched of the company's and its products' names (the name is in each row's hover text); estimated monthly organic visits to the site; and its best position in Google's top ten for “best client onboarding platform”, “client onboarding platform”. US estimates from DataForSEO and Google's Ads Transparency Center. A small company's site, or a mid-sized company's site for its flagship, is marked company; a product on a large parent's site (Google, Microsoft) has no site figures. A column with no figures for this category is left out, and an empty cell means none were seen, not none exist. Two measurements side by side: neither is read as the cause of the other.
| Company and products | Share | Own site cited | Name searches, Google | AI search demand, est. | Organic visits | Paid search a month, est. | Google ads, last 30 days |
|---|---|---|---|---|---|---|---|
| Rocketlane rocketlane.com | 47% | 178 | 3,600 | 52 | 15,010 | $7,649 | 55 |
| GUIDEcx guidecx.com | 13% | 136 | 1,600 | 7 | 3,425 | 0 | |
| ClickUp clickup.com | 11% | 202 | 201,000 | 1,733 | 322,021 | $1,470 | 120 |
| SuperOkay superokay.com | 6% | 7 | 140 | 0 | 102 | ||
| OnRamp onramp.us | 4% | 60 | 14,800 | 750 | 13,068 | 0 | |
| Bonsai | 4% | 74,000 | 27,918 | ||||
| Dock dock.us | 2% | 307 | 90,500 | 81,222 | 39,016 | 0 | |
| Arrows arrows.to | 2% | 41 | 368,000 | 133,601 | 1,079 | 0 | |
| Softr softr.io | 2% | 20 | 368,000 | 279 | 146,476 | 45 | |
| HubSpot parent site HubSpot CRM 2% | 2% | 306 | 368,000 | 9,776 |
Google's top ten for the two searches hold 16 sites; 1 of them are among the sites the models cited here (g2.com). The first result for “best client onboarding platform” is typeform.com.
How they answered
Six framings of the same buying question, each sent to every model in a fresh session with search on. One row per model, so a row shows whether it held its answer under rewording, what it named when cost was the constraint, and what it argued against. Computed from the raw judge labels.ShowHide
How they answered
Six framings of the same buying question, each sent to every model in a fresh session with search on. One row per model, so a row shows whether it held its answer under rewording, what it named when cost was the constraint, and what it argued against. Computed from the raw judge labels.
ShowHideModelDirect“What is the best client onboarding platform for a mid-market B2B company?”Paraphrase“Which customer implementation and onboarding project tool would you recommend to a mid-sized B2B company?”Comparative“What are the top client onboarding platforms and how do they differ?”Budget-constrained“What is the best client onboarding platform for a company with a limited budget?”Scale-constrained“We are a 500 person company evaluating a client onboarding platform. What should we look at?”Negative“Which client onboarding platforms should I avoid or be cautious about?”
Claude Opus 5no first choiceno first choiceno first choiceno first choiceno first choicenothing named
Claude Opus 4.8no first choiceno first choiceno first choiceno first choiceno first choicenothing named
GPT-6 Astrano first choiceno first choiceno first choiceno first choiceno first choicenothing named
GPT-5.6 Solno first choiceno first choiceno first choiceno first choiceno first choicenothing named
Gemini 3.1 Prono first choiceno first choiceno first choiceno first choiceno first choicenothing named
Perplexity Sonar Prono first choiceno first choiceno first choiceno first choiceno first choicenothing named
Bold is the first choiceAlternatives are counted; the count opens them.What the answer argued against
The record
One row per call: the version string exactly as returned, whether the model searched, sources cited, and latency. Full answer text is in the free responses file. Download the record
Zero rows: every prompt, every model, every answer.
| Prompt | Model | Version string | Time (UTC) | Searched | Sources | Latency |
|---|
Normalization in this category
Every judgment call made between the raw labels and the numbers above, listed so it is visible and reversible.
ShowHide
Category-scoped readings
None. Every name in this category resolved on its own.
Unresolved, counted raw
Accelo
Avoka
Baton
ClientPortal.io
ClientSpark
Clinked
CogniSaaS
Collect
Doxim
FlowForma
Kandji
Kimble
Kompassify
Onboard
OnboardIQ
Onboardwerks
RUN Powered by ADP
Salesforce
Simplicate
Traction
YouWare
Discontinued, still offered
No shut-down product was recommended here.