Company lists · Data refreshed November 2026
Top 25 Customer onboarding automation platforms based in the United States
RevenueBase identified 437 company matches for customer onboarding automation platforms associated with the United States as of November 2026 and tracks 12,831 professional contacts across them, including 5,836 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 November 5, 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.
The 25 largest customer onboarding automation platforms based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 2,980 contacts → | ||||
Exact match “Klaviyo (NYSE: KVYO) is the autonomous B2C CRM.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 2 | 962 contacts → | ||||
Exact match “MoEngage is an agentic customer engagement platform for the customer-obsessed marketers and product owners.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 3 | 867 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 4 | 658 contacts → | ||||
Exact match “Persona helps businesses manage KYC/AML/KYB programs, fight fraud, and build trust by automating any identity-related use case with our flexible identity infrastructure.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 5 | 399 contacts → | ||||
Exact match “HyperVerge builds AI for the decisions financial institutions cannot afford to get wrong: who to onboard, who to lend to, and what to flag.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 6 | 345 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 7 | 275 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 8 | 255 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 9 | 239 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 10 | 219 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 11 | 213 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 12 | 203 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 13 | 195 contacts → | ||||
Exact match “Our mission is to solve customer experience.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 14 | 185 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 15 | 173 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 16 | 153 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 17 | 117 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 18 | 114 contacts → | ||||
Exact match “Traditional practice management software helps firms organize work.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 19 | 110 contacts → | ||||
Exact match “Nuvo is the AI order-to-cash network that brings customer onboarding, credit and risk management, portfolio monitoring, and accounts receivable onto one platform, built on top of…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 20 | 108 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 21 | 105 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 22 | 101 contacts → | ||||
Exact match “Build brand love with our marketing automation platform.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 23 | 88 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 24 | 86 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 25 | 80 contacts → | ||||
Exact match “Empowering Businesses with Unified Customer Experience Platform Omind is a leading provider of innovative solutions that leverage advanced AI, machine learning, and intelligent…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “customer onboarding automation platforms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 437 customer onboarding automation platforms based in the United States
See the full list, filter by size, metro and specialty, and access 5,836 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
Customer onboarding automation platforms based in the United States at a glance
As of Nov 5, 2026Companies by employee count
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 437 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 5,836 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 November 5, 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 437 company matches for customer onboarding automation platforms associated with the United States as of November 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 35 company records, followed by New York (28) and Los Angeles (16).
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 5,836 professional contacts with verified work emails tracked across these 437 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 November 5, 2026.
Ready to reach these companies? Verified emails and direct dials for all 437 customer onboarding automation platforms based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Customer onboarding automation platforms by geography
- Customer onboarding automation platforms based in Bangalore, India
- Customer onboarding automation platforms based in London, United Kingdom
- Customer onboarding automation platforms based in New York, United States
- Customer onboarding automation platforms based in San Francisco, United States
- Customer onboarding automation platforms based in Australia
- Customer onboarding automation platforms based in Brazil
- Customer onboarding automation platforms based in Canada
- Customer onboarding automation platforms based in France
- Customer onboarding automation platforms based in Germany
- Customer onboarding automation platforms based in India
- Customer onboarding automation platforms based in the Netherlands
- Customer onboarding automation platforms based in Spain
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Customer onboarding automation platforms based in Bangalore, India
- Customer onboarding automation platforms based in London, United Kingdom
- Customer onboarding automation platforms based in New York, United States
- Customer onboarding automation platforms based in San Francisco, United States
- Customer onboarding automation platforms based in Australia
- Customer onboarding automation platforms based in Brazil
Company intelligence · public preview
Top 25 customer onboarding automation platforms based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 437 matching company records for customer onboarding automation platforms based in the United States, with 12,831 tracked contacts and 5,836 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 5, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 customer onboarding automation platforms based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Klaviyoklaviyo.comHQ: Boston, MA, United StatesReported employees: 1,001-5,000 | Boston, MA, United States | 1,001-5,000 | Exact match | 2,980 contacts → |
“Klaviyo (NYSE: KVYO) is the autonomous B2C CRM.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Moengagemoengage.comHQ: San Francisco, CA, United StatesReported employees: 501-1,000 | San Francisco, CA, United States | 501-1,000 | Exact match | 962 contacts → |
“MoEngage is an agentic customer engagement platform for the customer-obsessed marketers and product owners.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Activecampaignactivecampaign.comHQ: Chicago, IL, United StatesReported employees: 1,001-5,000 | Chicago, IL, United States | 1,001-5,000 | Exact match | 867 contacts → |
“ActiveCampaign is the AI-first autonomous marketing platform built to transform how marketers, agencies, and entrepreneurs work.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Personawithpersona.comHQ: San Francisco, NY, United StatesReported employees: 501-1,000 | San Francisco, NY, United States | 501-1,000 | Exact match | 658 contacts → |
“Persona helps businesses manage KYC/AML/KYB programs, fight fraud, and build trust by automating any identity-related use case with our flexible identity infrastructure.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Hypervergehyperverge.coHQ: Palo Alto, CA, United StatesReported employees: 201-500 | Palo Alto, CA, United States | 201-500 | Exact match | 399 contacts → |
“HyperVerge builds AI for the decisions financial institutions cannot afford to get wrong: who to onboard, who to lend to, and what to flag.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Rocketlanerocketlane.comHQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 345 contacts → |
“Rocketlane is a purpose-built customer onboarding and PSA platform that accelerates time-to-value and improves project profitability and predictability.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Listraklistrak.comHQ: Lititz, PA, United StatesReported employees: 201-500 | Lititz, PA, United States | 201-500 | Exact match | 275 contacts → |
“Listrak is the person-first marketing automation platform that seamlessly integrates data, identity, and cross-channel messaging to power hyper-personalized customer experiences.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Total Experttotalexpert.comHQ: St. Louis Park, MN, United StatesReported employees: 201-500 | St. Louis Park, MN, United States | 201-500 | Exact match | 255 contacts → |
“Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial enterprises.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Adeptiaadeptia.comHQ: Jupiter, FL, United StatesReported employees: 51-200 | Jupiter, FL, United States | 51-200 | Exact match | 239 contacts → |
“Adeptia is the Intelligent ETL platform that helps enterprises automate complex operational workflows across customers, partners, suppliers, systems and AI agents.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Act-On Softwareact-on.comHQ: Portland, OR, United StatesReported employees: 201-500 | Portland, OR, United States | 201-500 | Exact match | 219 contacts → |
“Act-On Software provides the innovative marketing automation platform for marketers who think big and act boldly.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  USHURushur.aiHQ: Santa Clara, CA, United StatesReported employees: 51-200 | Santa Clara, CA, United States | 51-200 | Exact match | 213 contacts → |
“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 description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Leandataleandata.comHQ: Santa Clara, CA, United StatesReported employees: 51-200 | Santa Clara, CA, United States | 51-200 | Exact match | 203 contacts → |
“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 description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Remarkable AIberemarkable.aiHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 195 contacts → |
“Our mission is to solve customer experience.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Sendpulsesendpulse.comHQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 185 contacts → |
“SendPulse is an AI-driven marketing platform that helps scaling businesses automate email and chatbot conversations.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Middeskmiddesk.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 173 contacts → |
“Businesses can’t move at the speed of the modern economy without knowing who they’re working with.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Churnzerochurnzero.comHQ: Washington, DC, United StatesReported employees: 201-500 | Washington, DC, United States | 201-500 | Exact match | 153 contacts → |
“Customer teams use ChurnZero to drive revenue and retention, work more efficiently, and deliver the best possible customer experience.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Myadvicemyadvice.comHQ: Lehi, UT, United StatesReported employees: 51-200 | Lehi, UT, United States | 51-200 | Exact match | 117 contacts → |
“MyAdvice offers an AI-powered growth system that reduces cost and effort while driving revenue and producing valuable insights.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  QOUNTqount.ioHQ: Plano, TX, United StatesReported employees: 51-200 | Plano, TX, United States | 51-200 | Exact match | 114 contacts → |
“Traditional practice management software helps firms organize work.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  NUVOnuvo.comHQ: San Francisco, CO, United StatesReported employees: 51-200 | San Francisco, CO, United States | 51-200 | Exact match | 110 contacts → |
“Nuvo is the AI order-to-cash network that brings customer onboarding, credit and risk management, portfolio monitoring, and accounts receivable onto one platform, built on top of…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Genesis Digital, LLCgenesisdigital.coHQ: Las Vegas, NV, United StatesReported employees: 51-200 | Las Vegas, NV, United States | 51-200 | Exact match | 108 contacts → |
“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 description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Agile CRM By Mantraagilecrm.comHQ: Dallas, TX, United StatesReported employees: 51-200 | Dallas, TX, United States | 51-200 | Exact match | 105 contacts → |
“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 description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  DRIPdrip.comHQ: Minneapolis, MN, United StatesReported employees: 51-200 | Minneapolis, MN, United States | 51-200 | Exact match | 101 contacts → |
“Build brand love with our marketing automation platform.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Vitallyvitally.ioHQ: Brooklyn, NY, United StatesReported employees: 51-200 | Brooklyn, NY, United States | 51-200 | Exact match | 88 contacts → |
“Vitally is the Customer Success Platform built for teams who want to get ahead of their accounts instead of reacting to them.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Blueshiftblueshift.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 86 contacts → |
“Blueshift, headquartered in San Francisco, enables brands to automate and personalize engagement across every marketing channel.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  OMINDomind.aiHQ: Norcross, GA, United StatesReported employees: 51-200 | Norcross, GA, United States | 51-200 | Exact match | 80 contacts → |
“Empowering Businesses with Unified Customer Experience Platform Omind is a leading provider of innovative solutions that leverage advanced AI, machine learning, and intelligent…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 437 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Customer onboarding automation platforms: dataset insights
November 5, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
437 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 437 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 5, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Customer onboarding automation platforms by metro
Questions about this company list
What does Exact match mean for customer onboarding automation platforms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many customer onboarding automation platforms did RevenueBase find based in the United States?
The saved snapshot records 437 matching company records, 12,831 tracked contacts and 5,836 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 5, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Customer onboarding automation platforms by geography
- Customer onboarding automation platforms based in Bangalore, India
- Customer onboarding automation platforms based in London, United Kingdom
- Customer onboarding automation platforms based in New York, United States
- Customer onboarding automation platforms based in San Francisco, United States
- Customer onboarding automation platforms based in Australia
- Customer onboarding automation platforms based in Brazil
- Customer onboarding automation platforms based in Canada
- Customer onboarding automation platforms based in France
- Customer onboarding automation platforms based in Germany
- Customer onboarding automation platforms based in India
- Customer onboarding automation platforms based in the Netherlands
- Customer onboarding automation platforms based in Spain
Cite this list
RevenueBase Data Team. Top 25 customer onboarding automation platforms based in the United States. Snapshot: November 5, 2026. https://revenuebase.ai/companies/customer-onboarding-automation-platforms/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Customer onboarding automation platforms based in Bangalore, India
- Customer onboarding automation platforms based in London, United Kingdom
- Customer onboarding automation platforms based in New York, United States
- Customer onboarding automation platforms based in San Francisco, United States
- Customer onboarding automation platforms based in Australia
- Customer onboarding automation platforms based in Brazil
Company intelligence · public preview
Top 25 customer onboarding automation platforms based in the United States
RevenueBase records 437 matching company records for customer onboarding automation platforms based in the United States, with 12,831 tracked contacts and 5,836 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 5, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 customer onboarding automation platforms based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Klaviyoklaviyo.com HQ: Boston, MA, United StatesReported employees: 1,001-5,000 | Boston, MA, United States | 1,001-5,000 | Exact match | 2,980 contacts → |
“Klaviyo (NYSE: KVYO) is the autonomous B2C CRM.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Moengagemoengage.com HQ: San Francisco, CA, United StatesReported employees: 501-1,000 | San Francisco, CA, United States | 501-1,000 | Exact match | 962 contacts → |
“MoEngage is an agentic customer engagement platform for the customer-obsessed marketers and product owners.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Activecampaignactivecampaign.com HQ: Chicago, IL, United StatesReported employees: 1,001-5,000 | Chicago, IL, United States | 1,001-5,000 | Exact match | 867 contacts → |
“ActiveCampaign is the AI-first autonomous marketing platform built to transform how marketers, agencies, and entrepreneurs work.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Personawithpersona.com HQ: San Francisco, NY, United StatesReported employees: 501-1,000 | San Francisco, NY, United States | 501-1,000 | Exact match | 658 contacts → |
“Persona helps businesses manage KYC/AML/KYB programs, fight fraud, and build trust by automating any identity-related use case with our flexible identity infrastructure.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Hypervergehyperverge.co HQ: Palo Alto, CA, United StatesReported employees: 201-500 | Palo Alto, CA, United States | 201-500 | Exact match | 399 contacts → |
“HyperVerge builds AI for the decisions financial institutions cannot afford to get wrong: who to onboard, who to lend to, and what to flag.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Rocketlanerocketlane.com HQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 345 contacts → |
“Rocketlane is a purpose-built customer onboarding and PSA platform that accelerates time-to-value and improves project profitability and predictability.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Listraklistrak.com HQ: Lititz, PA, United StatesReported employees: 201-500 | Lititz, PA, United States | 201-500 | Exact match | 275 contacts → |
“Listrak is the person-first marketing automation platform that seamlessly integrates data, identity, and cross-channel messaging to power hyper-personalized customer experiences.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Total Experttotalexpert.com HQ: St. Louis Park, MN, United StatesReported employees: 201-500 | St. Louis Park, MN, United States | 201-500 | Exact match | 255 contacts → |
“Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial enterprises.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Adeptiaadeptia.com HQ: Jupiter, FL, United StatesReported employees: 51-200 | Jupiter, FL, United States | 51-200 | Exact match | 239 contacts → |
“Adeptia is the Intelligent ETL platform that helps enterprises automate complex operational workflows across customers, partners, suppliers, systems and AI agents.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Act-On Softwareact-on.com HQ: Portland, OR, United StatesReported employees: 201-500 | Portland, OR, United States | 201-500 | Exact match | 219 contacts → |
“Act-On Software provides the innovative marketing automation platform for marketers who think big and act boldly.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | USHURushur.ai HQ: Santa Clara, CA, United StatesReported employees: 51-200 | Santa Clara, CA, United States | 51-200 | Exact match | 213 contacts → |
“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 description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Leandataleandata.com HQ: Santa Clara, CA, United StatesReported employees: 51-200 | Santa Clara, CA, United States | 51-200 | Exact match | 203 contacts → |
“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 description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Remarkable AIberemarkable.ai HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 195 contacts → |
“Our mission is to solve customer experience.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Sendpulsesendpulse.com HQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 185 contacts → |
“SendPulse is an AI-driven marketing platform that helps scaling businesses automate email and chatbot conversations.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Middeskmiddesk.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 173 contacts → |
“Businesses can’t move at the speed of the modern economy without knowing who they’re working with.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Churnzerochurnzero.com HQ: Washington, DC, United StatesReported employees: 201-500 | Washington, DC, United States | 201-500 | Exact match | 153 contacts → |
“Customer teams use ChurnZero to drive revenue and retention, work more efficiently, and deliver the best possible customer experience.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Myadvicemyadvice.com HQ: Lehi, UT, United StatesReported employees: 51-200 | Lehi, UT, United States | 51-200 | Exact match | 117 contacts → |
“MyAdvice offers an AI-powered growth system that reduces cost and effort while driving revenue and producing valuable insights.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | QOUNTqount.io HQ: Plano, TX, United StatesReported employees: 51-200 | Plano, TX, United States | 51-200 | Exact match | 114 contacts → |
“Traditional practice management software helps firms organize work.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | NUVOnuvo.com HQ: San Francisco, CO, United StatesReported employees: 51-200 | San Francisco, CO, United States | 51-200 | Exact match | 110 contacts → |
“Nuvo is the AI order-to-cash network that brings customer onboarding, credit and risk management, portfolio monitoring, and accounts receivable onto one platform, built on top of…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Genesis Digital, LLCgenesisdigital.co HQ: Las Vegas, NV, United StatesReported employees: 51-200 | Las Vegas, NV, United States | 51-200 | Exact match | 108 contacts → |
“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 description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Agile CRM By Mantraagilecrm.com HQ: Dallas, TX, United StatesReported employees: 51-200 | Dallas, TX, United States | 51-200 | Exact match | 105 contacts → |
“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 description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | DRIPdrip.com HQ: Minneapolis, MN, United StatesReported employees: 51-200 | Minneapolis, MN, United States | 51-200 | Exact match | 101 contacts → |
“Build brand love with our marketing automation platform.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Vitallyvitally.io HQ: Brooklyn, NY, United StatesReported employees: 51-200 | Brooklyn, NY, United States | 51-200 | Exact match | 88 contacts → |
“Vitally is the Customer Success Platform built for teams who want to get ahead of their accounts instead of reacting to them.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Blueshiftblueshift.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 86 contacts → |
“Blueshift, headquartered in San Francisco, enables brands to automate and personalize engagement across every marketing channel.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | OMINDomind.ai HQ: Norcross, GA, United StatesReported employees: 51-200 | Norcross, GA, United States | 51-200 | Exact match | 80 contacts → |
“Empowering Businesses with Unified Customer Experience Platform Omind is a leading provider of innovative solutions that leverage advanced AI, machine learning, and intelligent…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 437 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Customer onboarding automation platforms: dataset insights
November 5, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
437 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 437 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 5, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Customer onboarding automation platforms by metro
Questions about this company list
What does Exact match mean for customer onboarding automation platforms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many customer onboarding automation platforms did RevenueBase find based in the United States?
The saved snapshot records 437 matching company records, 12,831 tracked contacts and 5,836 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 5, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Customer onboarding automation platforms by geography
- Customer onboarding automation platforms based in Bangalore, India
- Customer onboarding automation platforms based in London, United Kingdom
- Customer onboarding automation platforms based in New York, United States
- Customer onboarding automation platforms based in San Francisco, United States
- Customer onboarding automation platforms based in Australia
- Customer onboarding automation platforms based in Brazil
- Customer onboarding automation platforms based in Canada
- Customer onboarding automation platforms based in France
- Customer onboarding automation platforms based in Germany
- Customer onboarding automation platforms based in India
- Customer onboarding automation platforms based in the Netherlands
- Customer onboarding automation platforms based in Spain
Cite this list
RevenueBase Data Team. Top 25 customer onboarding automation platforms based in the United States. Snapshot: November 5, 2026. https://revenuebase.ai/companies/customer-onboarding-automation-platforms/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Customer onboarding automation platforms based in Bangalore, India
- Customer onboarding automation platforms based in London, United Kingdom
- Customer onboarding automation platforms based in New York, United States
- Customer onboarding automation platforms based in San Francisco, United States
- Customer onboarding automation platforms based in Australia
- Customer onboarding automation platforms based in Brazil