Company lists · Data refreshed September 2026

Top 25 Customer onboarding automation platforms based in the United States

RevenueBase identified 423 company matches for customer onboarding automation platforms associated with the United States as of September 2026 and tracks 15,947 professional contacts across them, including 7,785 with verified work emails. San Francisco is the largest hub.

This list covers company matches for customer onboarding automation platforms associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 28, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 28, 2026 How this list was built
423Companies
15,947Contacts tracked
7,785Verified emails
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The 25 largest customer onboarding automation platforms based in the United States

Ranked by team size
Top 25 of 423 company matches for customer onboarding automation platforms based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchBoston, MA, United StatesHQ recorded Sep 28, 20261,001-5,0002,789 contacts →

Exact match

“Klaviyo (NYSE: KVYO) is the autonomous B2C CRM.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2Exact matchNew York, NY, United StatesHQ recorded Sep 28, 20261,001-5,0002,142 contacts →

Exact match

“Braze is the leading customer engagement platform that empowers brands to Be Absolutely Engaging.™ Braze allows any marketer to collect and take action on any amount of data from…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3Exact matchSan Francisco, CA, United StatesHQ recorded Sep 28, 20261,001-5,0001,316 contacts →

Exact match

“Talkdesk® is leading a new era in customer experience with Customer Experience Automation (CXA)-a new category and platform designed to automate the full complexity of modern…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4Exact matchSan Francisco, CA, United StatesHQ recorded Sep 28, 2026501-1,000908 contacts →

Exact match

“MoEngage is an agentic customer engagement platform for the customer-obsessed marketers and product owners.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5Exact matchChicago, IL, United StatesHQ recorded Sep 28, 20261,001-5,000863 contacts →

Exact match

“ActiveCampaign is the AI-first autonomous marketing platform built to transform how marketers, agencies, and entrepreneurs work.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6Exact matchSan Francisco, CA, United StatesHQ recorded Sep 28, 2026501-1,000771 contacts →

Exact match

“Iterable is the AI customer engagement platform built for enterprise scale, loved by teams, and trusted by global brands like Priceline, Fabletics, Blockchain, and Box.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7Exact matchPalo Alto, CA, United StatesHQ recorded Sep 28, 2026201-500375 contacts →

Exact match

“HyperVerge is a global leader in AI-powered digital onboarding solutions.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8Exact matchLititz, PA, United StatesHQ recorded Sep 28, 2026201-500295 contacts →

Exact match

“Listrak is the person-first marketing automation platform that seamlessly integrates data, identity, and cross-channel messaging to power hyper-personalized customer experiences.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9Exact matchSan Francisco, CA, United StatesHQ recorded Sep 28, 2026201-500259 contacts →

Exact match

“Rocketlane is a purpose-built customer onboarding and PSA platform that accelerates time-to-value and improves project profitability and predictability.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10Exact matchSt. Louis Park, MN, United StatesHQ recorded Sep 28, 2026201-500234 contacts →

Exact match

“Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial enterprises.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11Exact matchSanta Clara, CA, United StatesHQ recorded Sep 28, 202651-200231 contacts →

Exact match

“Ushur, a leader in agentic CX automation for regulated industries, delivers purpose-built AI agents that automate complex customer journeys across the entire customer lifecycle.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12Exact matchJupiter, FL, United StatesHQ recorded Sep 28, 202651-200215 contacts →

Exact match

“Adeptia is the Intelligent ETL platform that helps enterprises automate complex operational workflows across customers, partners, suppliers, systems and AI agents.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13Exact matchPortland, OR, United StatesHQ recorded Sep 28, 2026201-500210 contacts →

Exact match

“Act-On Software provides the innovative marketing automation platform for marketers who think big and act boldly.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202651-200197 contacts →

Exact match

“Our mission is to solve customer experience.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15Exact matchSanta Clara, CA, United StatesHQ recorded Sep 28, 202651-200194 contacts →

Exact match

“Help your teams align to your customer’s journey by uniting your CRM data, signals, and tools from the first buying signal to closed-won and beyond.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16Exact matchNew York, United StatesHQ recorded Sep 28, 202651-200180 contacts →

Exact match

“SendPulse is an AI-driven marketing platform that helps scaling businesses automate email and chatbot conversations.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17Exact matchSan Francisco, CA, United StatesHQ recorded Sep 28, 202651-200145 contacts →

Exact match

“Businesses can’t move at the speed of the modern economy without knowing who they’re working with.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18Exact matchWashington, DC, United StatesHQ recorded Sep 28, 2026201-500140 contacts →

Exact match

“Customer teams use ChurnZero to drive revenue and retention, work more efficiently, and deliver the best possible customer experience.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19Exact matchLehi, UT, United StatesHQ recorded Sep 28, 202651-200117 contacts →

Exact match

“MyAdvice offers an AI-powered growth system that reduces cost and effort while driving revenue and producing valuable insights.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20Exact matchMinneapolis, MN, United StatesHQ recorded Sep 28, 202651-200111 contacts →

Exact match

“Build brand love with our marketing automation platform.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21Exact matchSan Antonio, TX, United StatesHQ recorded Sep 28, 202651-200106 contacts →

Exact match

“Plataforma de Marketing Multicanal, simple y potenciado por IA.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22Exact matchLas Vegas, NV, United StatesHQ recorded Sep 28, 202651-200104 contacts →

Exact match

“Genesis Digital empowers entrepreneurs and small business owners to achieve financial freedom with affordable and easy-to-use marketing and sales automation software, and a…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23Exact matchDallas, TX, United StatesHQ recorded Sep 28, 202651-200100 contacts →

Exact match

“Agile CRM is the world’s first fully-integrated sales, marketing, and service suite – an All-in-One CRM for small businesses with full sales, marketing, and service automation…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24Exact matchSan Francisco, CA, United StatesHQ recorded Sep 28, 202651-20097 contacts →

Exact match

“Blueshift, headquartered in San Francisco, enables brands to automate and personalize engagement across every marketing channel.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25Exact matchBrooklyn, NY, United StatesHQ recorded Sep 28, 202651-20090 contacts →

Exact match

“Vitally is the Customer Success Platform built for teams who want to get ahead of their accounts instead of reacting to them.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase

Showing 25 of 423 customer onboarding automation platforms based in the United States

See the full list, filter by size, metro and specialty, and access 7,785 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Customer onboarding automation platforms based in the United States at a glance

As of Sep 28, 2026
48.8%Verified-email coverage
37.7Average contacts per company
1-10Median size (employees)
9.0%Largest-city concentration · San Francisco
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
215
11-50
143
51-200
44
201-500
9
501-1,000
2
1,001-5,000
9

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 423 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies
Company records associated with the United States whose business descriptions match “customer onboarding automation platforms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch
Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview
The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every displayed company carries at least one verified work email. RevenueBase tracks 7,785 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
Record context
Company records and descriptions can change. Check the company's website for its current services and locations.

Customer onboarding automation platforms by metro

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “customer onboarding automation platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many customer onboarding automation platforms are there based in the United States?

RevenueBase identified 423 company matches for customer onboarding automation platforms associated with the United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Klaviyo tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most customer onboarding automation platforms?

San Francisco leads with 38 company records, followed by New York (28) and Los Angeles (18).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 7,785 professional contacts with verified work emails tracked across these 423 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.