Company lists · Data refreshed September 2026

Top 25 Customer onboarding automation platforms based in the United States

Name: Customer onboarding automation platforms based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 423 companies tracked

RevenueBase identified 423 customer onboarding automation platforms headquartered in 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 customer onboarding automation platforms headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review

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 customer onboarding automation platforms based in the United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to customer onboarding automation platforms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Klaviyo	Indirect evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	1,001-5,000	2,789 contacts →
	Indirect evidence “Klaviyo (NYSE: KVYO) is the autonomous B2C CRM.” Source: RevenueBase Database · checked Sep 28, 2026
2	BRAZE	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1,001-5,000	2,142 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
3	Talkdesk	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,316 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
4	Moengage	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	501-1,000	908 contacts →
	Strong evidence “MoEngage is an agentic customer engagement platform for the customer-obsessed marketers and product owners.” Source: RevenueBase Database · checked Sep 28, 2026
5	Activecampaign	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	1,001-5,000	863 contacts →
	Partial evidence “ActiveCampaign is the AI-first autonomous marketing platform built to transform how marketers, agencies, and entrepreneurs work.” Source: RevenueBase Database · checked Sep 28, 2026
6	Iterable	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	501-1,000	771 contacts →
	Strong evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
7	Hyperverge	Partial evidence	Palo Alto, CA, United StatesHQ checked Sep 28, 2026	201-500	375 contacts →
	Partial evidence “HyperVerge is a global leader in AI-powered digital onboarding solutions.” Source: RevenueBase Database · checked Sep 28, 2026
8	Listrak	Strong evidence	Lititz, PA, United StatesHQ checked Sep 28, 2026	201-500	295 contacts →
	Strong evidence “Listrak is the person-first marketing automation platform that seamlessly integrates data, identity, and cross-channel messaging to power hyper-personalized customer experiences.” Source: RevenueBase Database · checked Sep 28, 2026
9	Rocketlane	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	201-500	259 contacts →
	Strong evidence “Rocketlane is a purpose-built customer onboarding and PSA platform that accelerates time-to-value and improves project profitability and predictability.” Source: RevenueBase Database · checked Sep 28, 2026
10	Total Expert	Strong evidence	St. Louis Park, MN, United StatesHQ checked Sep 28, 2026	201-500	234 contacts →
	Strong evidence “Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial enterprises.” Source: RevenueBase Database · checked Sep 28, 2026
11	USHUR	Strong evidence	Santa Clara, CA, United StatesHQ checked Sep 28, 2026	51-200	231 contacts →
	Strong evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
12	Adeptia	Strong evidence	Jupiter, FL, United StatesHQ checked Sep 28, 2026	51-200	215 contacts →
	Strong evidence “Adeptia is the Intelligent ETL platform that helps enterprises automate complex operational workflows across customers, partners, suppliers, systems and AI agents.” Source: RevenueBase Database · checked Sep 28, 2026
13	Act-On Software	Strong evidence	Portland, OR, United StatesHQ checked Sep 28, 2026	201-500	210 contacts →
	Strong evidence “Act-On Software provides the innovative marketing automation platform for marketers who think big and act boldly.” Source: RevenueBase Database · checked Sep 28, 2026
14	Remarkable AI	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	197 contacts →
	Partial evidence “Our mission is to solve customer experience.” Source: RevenueBase Database · checked Sep 28, 2026
15	Leandata	Partial evidence	Santa Clara, CA, United StatesHQ checked Sep 28, 2026	51-200	194 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
16	Sendpulse	Partial evidence	New York, United StatesHQ checked Sep 28, 2026	51-200	180 contacts →
	Partial evidence “SendPulse is an AI-driven marketing platform that helps scaling businesses automate email and chatbot conversations.” Source: RevenueBase Database · checked Sep 28, 2026
17	Middesk	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	51-200	145 contacts →
	Indirect evidence “Businesses can’t move at the speed of the modern economy without knowing who they’re working with.” Source: RevenueBase Database · checked Sep 28, 2026
18	Churnzero	Partial evidence	Washington, DC, United StatesHQ checked Sep 28, 2026	201-500	140 contacts →
	Partial evidence “Customer teams use ChurnZero to drive revenue and retention, work more efficiently, and deliver the best possible customer experience.” Source: RevenueBase Database · checked Sep 28, 2026
19	Myadvice	Indirect evidence	Lehi, UT, United StatesHQ checked Sep 28, 2026	51-200	117 contacts →
	Indirect evidence “MyAdvice offers an AI-powered growth system that reduces cost and effort while driving revenue and producing valuable insights.” Source: RevenueBase Database · checked Sep 28, 2026
20	DRIP	Strong evidence	Minneapolis, MN, United StatesHQ checked Sep 28, 2026	51-200	111 contacts →
	Strong evidence “Build brand love with our marketing automation platform.” Source: RevenueBase Database · checked Sep 28, 2026
21	Doppler	Indirect evidence	San Antonio, TX, United StatesHQ checked Sep 28, 2026	51-200	106 contacts →
	Indirect evidence “Plataforma de Marketing Multicanal, simple y potenciado por IA.” Source: RevenueBase Database · checked Sep 28, 2026
22	Genesis Digital, LLC	Partial evidence	Las Vegas, NV, United StatesHQ checked Sep 28, 2026	51-200	104 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
23	Agile CRM By Mantra	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	51-200	100 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
24	Blueshift	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	51-200	97 contacts →
	Indirect evidence “Blueshift, headquartered in San Francisco, enables brands to automate and personalize engagement across every marketing channel.” Source: RevenueBase Database · checked Sep 28, 2026
25	Vitally	Strong evidence	Brooklyn, NY, United StatesHQ checked Sep 28, 2026	51-200	90 contacts →
	Strong evidence “Vitally is the Customer Success Platform built for teams who want to get ahead of their accounts instead of reacting to them.” Source: RevenueBase Database · checked Sep 28, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: customer onboarding automation platforms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names customer onboarding automation platforms.
Partial evidence: Its own public description names part of customer onboarding automation platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name customer onboarding automation platforms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

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

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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

201-500

501-1,000

1,001-5,000

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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among customer onboarding automation platforms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in the United States whose own description of what they do matches “customer onboarding automation platforms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names customer onboarding automation platforms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among customer onboarding automation platforms, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 7,785 across the full list. 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.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Customer onboarding automation platforms by metro

Customer onboarding automation platforms in San Francisco38

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names customer onboarding automation platforms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

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

RevenueBase identified 423 customer onboarding automation platforms headquartered in the United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Klaviyo, headquartered in Boston, tops this list with the largest team on record.

Which city has the most customer onboarding automation platforms?

San Francisco leads with 38 headquartered companies, followed by New York (23) 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 the top results, verified emails and direct dials included. Upgrading unlocks all 7,785 verified decision-maker contacts tracked across these 423 companies.

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 Smart Search, 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.