Company lists · Data refreshed September 2026
Top 24 Customer onboarding automation platforms based in San Francisco, United States
RevenueBase identified 38 company matches for customer onboarding automation platforms associated with San Francisco, United States as of September 2026 and tracks 4,340 professional contacts across them, including 2,072 with verified work emails. Across the United States, San Francisco is the largest hub for this category.
This list covers company matches for customer onboarding automation platforms associated with San Francisco, 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.
The 24 largest customer onboarding automation platforms based in San Francisco, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,316 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 | |||||
| 2 | 908 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 | |||||
| 3 | 771 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 | |||||
| 4 | 259 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 | |||||
| 5 | 145 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 | |||||
| 6 | 97 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 | |||||
| 7 | 71 contacts → | ||||
Exact match “Automate your business workflows and lower your costs with MeasureOne, the most comprehensive and accurate platform for income, employment, education, insurance verification, and…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 47 contacts → | ||||
Exact match “Nuvo is the AI order-to-cash network that combines customer onboarding, credit & risk management, and accounts receivable in a unified platform, built on top of Nuvo's proprietary…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 45 contacts → | ||||
Exact match “Chatfuel is the #1 platform for businesses that sell and grow through social media.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 43 contacts → | ||||
Exact match “Prelim helps automate deposit, treasury services, and lending onboarding for U.S.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 36 contacts → | ||||
Exact match “Userflow is a Product Adoption Engine built for customer-obsessed teams.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 27 contacts → | ||||
Exact match “WayMore is an innovative and powerful marketing and business operations automation software that enables a company to reach its goals.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 25 contacts → | ||||
Exact match “Conversion is the agentic marketing automation platform built for B2B teams that want to move faster than their stack allows.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 25 contacts → | ||||
Exact match “Mailmunch is the one-stop lead generation and marketing platform that allows you to grow your business with lead capture and email automation tools to reach your audience with a…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 10 contacts → | ||||
Exact match “Focused on scaling our footprint across regulated enterprises, following significant recent growth in contracted recurring revenue.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 9 contacts → | ||||
Exact match “Cast.app, #1 automation platform to drive growth, revenue, and referrals from existing customers Learn more at: https://cast.app/product.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 7 contacts → | ||||
Exact match “Hundreds of DTC brands use PerfectBot to automate over 60% of tickets, keeping costs low and customers satisfied.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 7 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 7 contacts → | ||||
Exact match “Castled.io is a Customer Engagement Platform (CEP) that brings the power of data in the warehouse to the marketer.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 7 contacts → | ||||
Exact match “Discover how Quotebeam simplifies e-commerce, quoting, marketing, and inventory management.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 21 | 6 contacts → | ||||
Exact match “250+ prebuilt workflows designed for sales and marketing teams that want to close deals faster, accelerate donations, and market more efficiently.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 22 | 4 contacts → | ||||
Exact match “Bento empowers Growth, Product and Design teams high quality activation experiences.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 23 | 3 contacts → | ||||
Exact match “Sero is an all-in-one platform purpose-built for B2B implementation & professional services teams.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 24 | 3 contacts → | ||||
Exact match “Our Customer Data Platform (CDP) allows you to connect your ecommerce, transform leads into customers, and create an automated loyalty program that increases the lifetime value of…” Recorded in the RevenueBase company graph · Sep 28, 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 24 of 38 customer onboarding automation platforms based in San Francisco, United States
See the full list, filter by size, metro and specialty, and access 2,072 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Customer onboarding automation platforms based in San Francisco, United States at a glance
As of Sep 28, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 38 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 San Francisco, 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 2,072 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.
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 San Francisco, United States?
RevenueBase identified 38 company matches for customer onboarding automation platforms associated with San Francisco, 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?
Talkdesk tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in the United States has the most customer onboarding automation platforms?
San Francisco leads the United States 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 2,072 professional contacts with verified work emails tracked across these 38 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.
Ready to reach these companies? Verified emails and direct dials for all 38 customer onboarding automation platforms based in San Francisco, 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 London, United Kingdom
- 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 the United Arab Emirates
- Customer onboarding automation platforms based in the United Kingdom
- Customer onboarding automation platforms based in the United States
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 London, United Kingdom
- 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
Company intelligence · public preview
Top 24 customer onboarding automation platforms based in San Francisco, 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 38 matching company records for customer onboarding automation platforms based in San Francisco, United States, with 4,340 tracked contacts and 2,072 verified work emails.
This public preview shows 24 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 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 24 customer onboarding automation platforms based in San Francisco, 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 |  Talkdesktalkdesk.comHQ: San Francisco, CA, United StatesReported employees: 1,001-5,000 | San Francisco, CA, United States | 1,001-5,000 | Exact match | 1,316 contacts → |
“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 description excerpt · September 28, 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 | 908 contacts → |
“MoEngage is an agentic customer engagement platform for the customer-obsessed marketers and product owners.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Iterableiterable.comHQ: San Francisco, CA, United StatesReported employees: 501-1,000 | San Francisco, CA, United States | 501-1,000 | Exact match | 771 contacts → |
“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 description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Rocketlanerocketlane.comHQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 259 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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Middeskmiddesk.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 145 contacts → |
“Businesses can’t move at the speed of the modern economy without knowing who they’re working with.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Blueshiftblueshift.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 97 contacts → |
“Blueshift, headquartered in San Francisco, enables brands to automate and personalize engagement across every marketing channel.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Measureonemeasureone.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 71 contacts → |
“Automate your business workflows and lower your costs with MeasureOne, the most comprehensive and accurate platform for income, employment, education, insurance verification, and…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  NUVOnuvo.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 47 contacts → |
“Nuvo is the AI order-to-cash network that combines customer onboarding, credit & risk management, and accounts receivable in a unified platform, built on top of Nuvo's proprietary…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Chatfuelchatfuel.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 45 contacts → |
“Chatfuel is the #1 platform for businesses that sell and grow through social media.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Prelimprelim.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 43 contacts → |
“Prelim helps automate deposit, treasury services, and lending onboarding for U.S.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Userflowuserflow.comHQ: San Francisco, United StatesReported employees: 11-50 | San Francisco, United States | 11-50 | Exact match | 36 contacts → |
“Userflow is a Product Adoption Engine built for customer-obsessed teams.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Waymorewaymore.ioHQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 27 contacts → |
“WayMore is an innovative and powerful marketing and business operations automation software that enables a company to reach its goals.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Conversionconversion.aiHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 25 contacts → |
“Conversion is the agentic marketing automation platform built for B2B teams that want to move faster than their stack allows.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Mailmunchmailmunch.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 25 contacts → |
“Mailmunch is the one-stop lead generation and marketing platform that allows you to grow your business with lead capture and email automation tools to reach your audience with a…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Walkmazewalkmaze.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 10 contacts → |
“Focused on scaling our footprint across regulated enterprises, following significant recent growth in contracted recurring revenue.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  cast.appcast.appHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 9 contacts → |
“Cast.app, #1 automation platform to drive growth, revenue, and referrals from existing customers Learn more at: https://cast.app/product.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Perfectbotperfectbot.aiHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 7 contacts → |
“Hundreds of DTC brands use PerfectBot to automate over 60% of tickets, keeping costs low and customers satisfied.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Caminojoincamino.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 7 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 19 |  castled.iocastled.ioHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 7 contacts → |
“Castled.io is a Customer Engagement Platform (CEP) that brings the power of data in the warehouse to the marketer.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Quotebeamquotebeam.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 7 contacts → |
“Discover how Quotebeam simplifies e-commerce, quoting, marketing, and inventory management.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Syncapps By Cazoomicazoomi.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 6 contacts → |
“250+ prebuilt workflows designed for sales and marketing teams that want to close deals faster, accelerate donations, and market more efficiently.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | BENTOtrybento.co HQ: San Francisco, United StatesReported employees: 1-10 | San Francisco, United States | 1-10 | Exact match | 4 contacts → |
“Bento empowers Growth, Product and Design teams high quality activation experiences.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  SEROsero.soHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 3 contacts → |
“Sero is an all-in-one platform purpose-built for B2B implementation & professional services teams.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Predictable Mediapredictablemedia.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 3 contacts → |
“Our Customer Data Platform (CDP) allows you to connect your ecommerce, transform leads into customers, and create an automated loyalty program that increases the lifetime value of…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 24 of 38 company matches
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Customer onboarding automation platforms: dataset insights
September 28, 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
38 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 across the whole United States list rather than for San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 38 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: September 28, 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 ↗
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 San Francisco, United States?
The saved snapshot records 38 matching company records, 4,340 tracked contacts and 2,072 verified emails. The public preview displays 24 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: September 28, 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 London, United Kingdom
- 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 the United Arab Emirates
- Customer onboarding automation platforms based in the United Kingdom
- Customer onboarding automation platforms based in the United States
Cite this list
RevenueBase Data Team. Top 24 customer onboarding automation platforms based in San Francisco, United States. Snapshot: September 28, 2026. https://revenuebase.ai/companies/customer-onboarding-automation-platforms/united-states/san-francisco.
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 London, United Kingdom
- 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
Company intelligence · public preview
Top 24 customer onboarding automation platforms based in San Francisco, United States
RevenueBase records 38 matching company records for customer onboarding automation platforms based in San Francisco, United States, with 4,340 tracked contacts and 2,072 verified work emails.
This public preview shows 24 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 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 24 customer onboarding automation platforms based in San Francisco, 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 | Talkdesktalkdesk.com HQ: San Francisco, CA, United StatesReported employees: 1,001-5,000 | San Francisco, CA, United States | 1,001-5,000 | Exact match | 1,316 contacts → |
“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 description excerpt · September 28, 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 | 908 contacts → |
“MoEngage is an agentic customer engagement platform for the customer-obsessed marketers and product owners.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Iterableiterable.com HQ: San Francisco, CA, United StatesReported employees: 501-1,000 | San Francisco, CA, United States | 501-1,000 | Exact match | 771 contacts → |
“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 description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Rocketlanerocketlane.com HQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 259 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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Middeskmiddesk.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 145 contacts → |
“Businesses can’t move at the speed of the modern economy without knowing who they’re working with.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Blueshiftblueshift.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 97 contacts → |
“Blueshift, headquartered in San Francisco, enables brands to automate and personalize engagement across every marketing channel.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Measureonemeasureone.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 71 contacts → |
“Automate your business workflows and lower your costs with MeasureOne, the most comprehensive and accurate platform for income, employment, education, insurance verification, and…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | NUVOnuvo.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 47 contacts → |
“Nuvo is the AI order-to-cash network that combines customer onboarding, credit & risk management, and accounts receivable in a unified platform, built on top of Nuvo's proprietary…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Chatfuelchatfuel.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 45 contacts → |
“Chatfuel is the #1 platform for businesses that sell and grow through social media.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Prelimprelim.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 43 contacts → |
“Prelim helps automate deposit, treasury services, and lending onboarding for U.S.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Userflowuserflow.com HQ: San Francisco, United StatesReported employees: 11-50 | San Francisco, United States | 11-50 | Exact match | 36 contacts → |
“Userflow is a Product Adoption Engine built for customer-obsessed teams.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Waymorewaymore.io HQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 27 contacts → |
“WayMore is an innovative and powerful marketing and business operations automation software that enables a company to reach its goals.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Conversionconversion.ai HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 25 contacts → |
“Conversion is the agentic marketing automation platform built for B2B teams that want to move faster than their stack allows.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Mailmunchmailmunch.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 25 contacts → |
“Mailmunch is the one-stop lead generation and marketing platform that allows you to grow your business with lead capture and email automation tools to reach your audience with a…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Walkmazewalkmaze.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 10 contacts → |
“Focused on scaling our footprint across regulated enterprises, following significant recent growth in contracted recurring revenue.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | cast.appcast.app HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 9 contacts → |
“Cast.app, #1 automation platform to drive growth, revenue, and referrals from existing customers Learn more at: https://cast.app/product.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Perfectbotperfectbot.ai HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 7 contacts → |
“Hundreds of DTC brands use PerfectBot to automate over 60% of tickets, keeping costs low and customers satisfied.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Caminojoincamino.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 7 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 19 | castled.iocastled.io HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 7 contacts → |
“Castled.io is a Customer Engagement Platform (CEP) that brings the power of data in the warehouse to the marketer.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Quotebeamquotebeam.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 7 contacts → |
“Discover how Quotebeam simplifies e-commerce, quoting, marketing, and inventory management.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Syncapps By Cazoomicazoomi.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 6 contacts → |
“250+ prebuilt workflows designed for sales and marketing teams that want to close deals faster, accelerate donations, and market more efficiently.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | BENTOtrybento.co HQ: San Francisco, United StatesReported employees: 1-10 | San Francisco, United States | 1-10 | Exact match | 4 contacts → |
“Bento empowers Growth, Product and Design teams high quality activation experiences.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | SEROsero.so HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 3 contacts → |
“Sero is an all-in-one platform purpose-built for B2B implementation & professional services teams.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Predictable Mediapredictablemedia.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 3 contacts → |
“Our Customer Data Platform (CDP) allows you to connect your ecommerce, transform leads into customers, and create an automated loyalty program that increases the lifetime value of…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 24 of 38 company matches
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Customer onboarding automation platforms: dataset insights
September 28, 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
38 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 across the whole United States list rather than for San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 38 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: September 28, 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 ↗
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 San Francisco, United States?
The saved snapshot records 38 matching company records, 4,340 tracked contacts and 2,072 verified emails. The public preview displays 24 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: September 28, 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 London, United Kingdom
- 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 the United Arab Emirates
- Customer onboarding automation platforms based in the United Kingdom
- Customer onboarding automation platforms based in the United States
Cite this list
RevenueBase Data Team. Top 24 customer onboarding automation platforms based in San Francisco, United States. Snapshot: September 28, 2026. https://revenuebase.ai/companies/customer-onboarding-automation-platforms/united-states/san-francisco.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
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- Customer onboarding automation platforms based in London, United Kingdom
- 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