Real-time visibility for every onboarding
Stop drowning in spreadsheets and back-and-forth emails. ClientSpark keeps all of your data centralized with a simple, automated onboarding system your team will actually use.
We keep you on track every step of the way.
ClientSpark gives your team real-time visibility into every onboarding. No more wondering if you're behind or if the client is falling through the cracks. See progress at a glance, spot risks early, and stay confident that nothing is slipping.
- Track actual vs. ideal task completion with live progress curves
- Know exactly how many days remain and whether you're on pace
- Monitor overall onboarding health with clear percentage-complete metrics
- Get instant alerts for overdue tasks, this-week deadlines, and pending items
Mobile ready for those on-the-move days
ClientSpark works perfectly on your phone, tablet, or laptop. Your client success team can check progress, clear alerts, and update tasks from anywhere — no desktop required.
- Real-time onboarding dashboards that look sharp on any screen
- One-tap task updates and stakeholder comments
- Live progress visibility and onboarding health you can glance at anytime
- Instant visibility into risks and blockers from wherever you are
All of your client data at your fingertips.
Global search, real-time notifications, daily digest emails, and more. We put your data where you need it, when you need it.
- Instant global search across every client, contact, note, task, and document. Find anything in seconds—no more digging through spreadsheets or old emails.
- Real-time notifications when a client moves stages, misses a deadline, or a task needs your attention.
- Daily digest emails delivered every morning with exactly what you need to know—no fluff, no noise. Start your day focused.
Simple pricing that scales with your client volume.
All plans are completely free through Q3 2026. Pricing below reflects future rates.
Monthly
Yearly
Starter
- Up to 20 Clients
- + $5/additional client
Future rate: $89/mo
Growth
- 21-60 Clients
- + $5/additional client
Future rate: $199/mo
Pro
- 61-250 Clients
- + $5/additional client
Future rate: $399/mo
Enterprise
- 251+ Clients
- Unlimited clients
Future rate: $699/mo
Built with care so you focus on clients, not tools.
Reliable backups and uptime
Daily automated backups with point-in-time recovery. Battle-tested cloud infrastructure with zero-downtime deploys and proactive monitoring.
Your data stays private
Automatic encryption of all traffic. Sensitive data encrypted at the application layer with AES-256. We never sell or share your client data.
Fast, reliable client onboarding
Opinionated workflows and automated tracking so you launch clients faster, with full visibility and zero surprises.