20 Best Customer Onboarding Software of 2025
10 Best Customer Onboarding Software
Here's my pick of the 10 best software from the 20 tools reviewed.
Our one-on-one guidance will help you find the perfect fit.
Getting new customers up to speed quickly is critical for their success—and yours. Customer onboarding software helps you deliver clear, engaging, and efficient onboarding experiences that set the stage for long-term relationships.
In this article, I’ll walk you through the best customer onboarding software available. Each solution is carefully reviewed to help you find the right fit for welcoming, educating, and empowering your customers from day one.
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The Best Customer Onboarding Software Solutions Summary Table
| Tool | Best For | Trial Info | Price | ||
|---|---|---|---|---|---|
| 1 |  Under.io Under.io lets you create and customize your forms to help create smooth customer experience and increase conversion. | Best for reducing manual processes in onboarding | Free trial available | From $49/month | Website |
| 2 |  Chameleon Chameleon’s CMD+K, AI-powered search (HelpBar) enables users to find answers on their own, without leaving your product. | Best self-serve onboarding for ticket deflection | Free trial available | From $279/month | Website |
| 3 |  Dock Dock's onboarding features include tailored success plans to help customers feel more at ease. | Best for step-by-step mutual success plans | Free plan available | From $49/user/month | Website |
| 4 |  Guidde Guidde provides a simple interface for editing your how-to videos for customer onboarding. | Best for creating how-to videos with AI | Free plan available | From $16/user/month | Website |
| 5 |  Product Fruits Product Fruits lets you pick form various templates to create better onboarding experiences. | Best for interactive user tours | 14-day free trial | From $89/month | Website |
| 6 |  Stonly Stonly helps you create a step-by-step process to guide your customers through their journey. | Build complex self-serve help centers with a no-code solution | 14-day free trial | From $99/month (billed annually) | Website |
| 7 |  Rocketlane Rocketlane offers templates you can use to create a stellar customer onboarding experience. | Create customer onboarding processes with ready-made templates | 14-day free trial | From $19/user/month | Website |
| 8 |  Whatfix Whatfix enables you to create tailored walkthroughs based on the location of your users without having to configure complex rules. | Improve your onboarding experience with integrated feedback | Free Trial | 14-day free trial + Demo available | Website |
| 9 |  WalkMe WalkMe helps you understand what technology your customers use so you can optimize their experience. | Code-free solution that helps you create customer activity heatmaps | Free demo | From $2-3000/annually | Website |
| 10 |  Intercom Intercom’s analytics help you determine how successful your product tour or other user onboarding tools are. | Improve user experience with automation | 14-day free trial | From $74/month (billed annually) | Website |
Overviews of the 10 Best Customer Onboarding Software
Here’s a brief description of each customer onboarding tool to showcase each tool’s best use case, some noteworthy features, and screenshots to give a snapshot of the user interface.
Under.io is a customer onboarding platform designed for businesses seeking to reduce manual processes. It's primarily used by companies looking to enhance their onboarding efficiency through automation and customization. The platform offers tools to automate workflows and embed onboarding processes across various channels.
Why I picked Under.io: The platform differentiates itself by providing conditional logic that allows your team to tailor onboarding processes without wasting time. You can automate workflows to reduce manual tasks significantly. Under.io is mobile-friendly and white-labeled, enabling a customizable and branded onboarding experience. These features are directly related to its USP of reducing manual processes in onboarding.
Standout features & integrations:
Features include conditional logic to tailor onboarding steps, white-labeling options for custom branding, and mobile-friendly interfaces for easy access. You can automate workflows to minimize manual intervention and share or embed processes anywhere for better integration with your current systems.
Integrations include popular tools like Salesforce, HubSpot, Slack, Microsoft Teams, Google Workspace, Zendesk, Dropbox, Trello, Asana, and GitHub.
Pros and cons
Pros:
- Mobile-friendly design
- Automates workflow effectively
- White-label customization options
Cons:
- Limited reporting capabilities
- Lacks advanced analytics
- Can be complex for smaller teams
Chameleon is a user onboarding software designed to help businesses improve their user engagement through personalized onboarding experiences. Its main users are product managers and UX teams looking to enhance user interaction and support efficiency.
Why I picked Chameleon: Chameleon offers a unique approach to onboarding by focusing on self-service capabilities, which aids in ticket deflection. It provides features like in-app messages and tooltips that allow users to navigate the platform independently. This reduces the need for extensive customer support. Chameleon also offers customization options that enable your team to tailor onboarding experiences to specific user needs, enhancing user satisfaction and retention.
Standout features & integrations:
Features include in-app messages that let you communicate directly with users, tooltips to guide users through complex tasks, and user polls to gather feedback. These tools make it easier for your team to engage users without overburdening support staff.
Integrations include popular tools like Slack, Google Analytics, Mixpanel, Intercom, Segment, Heap, Salesforce, HubSpot, Zendesk, and Amplitude.
Pros and cons
Pros:
- Supports self-serve model
- No coding required
- Customizable onboarding tours
Cons:
- May not suit all industries
- Learning curve for analytics
- Limited advanced features
Dock is a customer onboarding software designed for businesses to create personalized onboarding portals. It primarily serves customer success teams, offering tools for sharing project plans and onboarding content. The software facilitates efficient onboarding by centralizing resources and streamlining processes.
Why I picked Dock: Dock offers interactive workspaces that allow you to set up templated spaces and pre-built success plans, making onboarding quicker without excessive meetings. It supports various onboarding models, adapting to your client's needs with both high-touch and low-touch approaches. Dock also provides detailed analytics to track customer engagement, ensuring you can monitor onboarding progress and identify renewal opportunities. Its integration with platforms like Salesforce ensures seamless data transfer and real-time notifications, enhancing the onboarding experience.
Standout features & integrations:
Features include templated workspaces that allow you to quickly set up personalized onboarding experiences. Dock also offers pre-built success plans to guide your team in managing customer onboarding efficiently. The platform's analytics tools enable you to track customer engagement, ensuring you can optimize the onboarding process.
Integrations include Salesforce, HubSpot, Slack, and more, providing a smooth data transfer and real-time notifications.
Pros and cons
Pros:
- Supports various onboarding models
- Templated workspaces
- Personalized onboarding experiences
Cons:
- Dependent on connected platforms
- Limited customization options
- Learning curve for new users
Guidde is a software tool designed to create how-to videos, primarily catering to professionals needing detailed instructional content. It focuses on simplifying the process of video creation, making it accessible for users without extensive video editing skills.
Why I picked Guidde: It specializes in transforming written instructions into visually engaging video content, saving you time and effort. The tool's AI capabilities help automate video creation, ensuring high-quality outputs without requiring technical expertise. It supports various video formats to meet different instructional needs. Guidde's user-friendly interface allows you to easily edit and customize your videos, aligning them closely with your brand's style and message.
Standout features & integrations:
Features include the ability to convert text instructions into video guides, offering various templates for different instructional styles. You can also annotate and highlight key points within the videos, making your content more interactive and engaging. The platform's AI-driven editing ensures that your videos maintain professional quality without manual intervention.
Integrations include Slack, Jira, Asana, Google Workspace, Microsoft Teams, Dropbox, Notion, Trello, Salesforce, Monday.com, and Zendesk.
Pros and cons
Pros:
- Not suitable for complex video projects
- Basic analytics
- Supports various video formats
- Automates editing process
- Easy video customization
Cons:
- Limited advanced editing options
Product Fruits is a customer onboarding software designed for businesses seeking to enhance user engagement through interactive tours. It's primarily used by product managers and UX teams to create guided experiences that help users understand new features and functionalities.
Why I picked Product Fruits: This tool offers a unique way to engage users with interactive walkthroughs and tutorials, setting it apart from other onboarding solutions. By focusing on creating customizable and intuitive user journeys, Product Fruits ensures better user retention and satisfaction. It includes features like in-app messaging and analytics to understand user behavior and improve interaction. These capabilities directly support its core purpose of delivering engaging user tours, making it a valuable asset for customer success teams.
Standout features & integrations:
Features include a drag-and-drop editor, which lets you create user tours without needing any coding skills. You can track user engagement with detailed analytics, providing insights into how users interact with your product. Additionally, in-app messaging allows you to communicate directly with users, enhancing their experience and understanding.
Integrations include Slack, Intercom, HubSpot, Salesforce, Zendesk, Google Analytics, Mixpanel, Segment, Trello, and Asana.
Pros and cons
Pros:
- Supports multiple languages
- Effective in-app messaging
- Easy to set up
Cons:
- Requires initial learning curve
- Occasional lag in tour updates
- Some integrations require additional setup
Stonly is a customer onboarding software designed to help businesses create detailed, self-serve help centers without the need for coding. Its primary users are customer support teams and businesses aiming to enhance their customer service efficiency. The tool is particularly valued for its ability to streamline the creation of interactive guides and tutorials.
Why I picked Stonly: Stonly excels in offering a no-code platform to build complex help centers, making it accessible for teams without technical expertise. It provides interactive tutorials that guide users through processes step-by-step. With its focus on customization, you can tailor user experiences to fit specific needs and contexts. Additionally, it supports detailed analytics, letting you track how users interact with your guides, which is invaluable for continuous improvement.
Standout features & integrations:
Features include detailed analytics that track user engagement with guides, allowing you to refine your help content based on real-world usage. Another feature is the ability to create highly customizable guides that adapt to different user paths and needs. Finally, Stonly offers a widget that can be easily embedded into your product or website, providing help exactly where users need it.
Integrations include popular tools like Slack, Zendesk, Salesforce, HubSpot, Intercom, Google Analytics, Microsoft Teams, Jira, Shopify, and Asana.
Pros and cons
Pros:
- Detailed user analytics
- Highly customizable guides
- No coding required
Cons:
- Not suited for advanced technical support
- Steep learning curve for new users
- Limited language support
Create customer onboarding processes with ready-made templates
Rocketlane is a customer onboarding and project management tool designed for teams managing client-centric projects. It helps streamline and accelerate customer projects by offering real-time task tracking and customer-facing dashboards.
Why I picked Rocketlane: Rocketlane offers a unique combination of collaborative project planning with templates and built-in communication tools like chat and document sharing. These features ensure that all stakeholders are aligned and aware of project progress. The tool's focus on milestone tracking and detailed reporting enhances the customer experience during onboarding. Its customer-facing dashboards provide transparency, ensuring efficient delivery and customer satisfaction.
Standout features & integrations:
Features include auto-allocate, team planner optimize financial feature, and AI-resourcing. Auto-allocate simplifies task modifications when project timelines change, saving you time. The team planner feature helps you understand profitability at a resource level, aiding in decision-making. AI-resourcing allows for quick project staffing, prioritizing either balanced load or maximized profitability.
Integrations include Salesforce, Slack, Jira, Monday.com, Asana, Trello, HubSpot, Google Workspace, Microsoft Teams, and Zoom.
Pros and cons
Pros:
- Customer-facing dashboards
- Built-in communication tools
- Easy project tracking
Cons:
- Not as flexible for non-standard projects
- Complex automation settings
- Limited scenario planning
Whatfix is a digital adoption platform designed for businesses aiming to improve user engagement and onboarding experiences. It serves primarily enterprises and organizations seeking to streamline their software adoption process and enhance employee productivity.
Why I picked Whatfix: Whatfix simplifies digital adoption with its interactive walkthroughs and in-app guidance, making it easier for your team to use new software efficiently. Its ability to provide real-time user support and personalized onboarding sets it apart from other customer onboarding solutions. You’ll find its analytics features helpful for tracking user progress and identifying areas for improvement. Whatfix ensures your team gets the most out of your software investments by reducing the learning curve and improving user proficiency.
Standout features & integrations:
Features include smart tips that offer contextual help directly within applications, making it easier for your team to navigate new software. You can also leverage Whatfix's self-help widgets to provide users with on-demand assistance, reducing dependency on support teams. Additionally, its task automation capabilities help automate repetitive tasks, saving time and improving efficiency.
Integrations include Salesforce, SAP, Workday, Oracle, ServiceNow, and Microsoft Dynamics, along with other popular platforms like Zoom, Slack, and Zendesk.
Pros and cons
Pros:
- Easy integration with existing tools
- Supports multiple languages
- Customizable user guidance
Cons:
- May need IT support for advanced customization
- Requires initial setup effort
- Complex pricing structure
WalkMe
Code-free solution that helps you create customer activity heatmaps
WalkMe is a digital adoption platform designed to drive user engagement and improve software utilization for businesses. It primarily serves enterprises looking to enhance the onboarding and training processes of their digital platforms. The platform provides tools for creating in-app guidance and support, helping users to navigate complex systems efficiently.
Why I picked WalkMe: WalkMe's digital adoption solutions are unique in their approach to simplifying user interactions with software. Its standout feature is the ability to create step-by-step walkthroughs directly within the application, reducing the need for extensive training sessions. The platform also offers robust analytics to track user behavior and identify areas for improvement. You can tailor your guidance to fit specific user roles, ensuring the content is relevant and effective. This customization aligns with the company's goal of enabling seamless user adoption and maximizing software ROI.
Standout features & integrations:
Features include the ability to create personalized user experiences through context-driven guidance and a no-code editor that allows for easy customization of in-app guidance and alerts. You can also leverage WalkMe's analytics dashboard to gain insights into user behavior and engagement patterns. These features help in refining the onboarding process and improving overall system adoption.
Integrations include Salesforce, Microsoft Dynamics, Oracle, ServiceNow, Workday, SAP, SuccessFactors, and Zendesk, among others.
Pros and cons
Pros:
- No-code editor for easy adjustments
- Reduces need for traditional training sessions
- Customizable guidance tailored to user roles
Cons:
- Can be complex for non-tech users
- Primarily supports English
- Limited templates out-of-the-box
Intercom is a customer engagement platform designed primarily for businesses seeking to enhance their customer communication. It serves companies of various sizes needing solutions for customer support, product onboarding, and user engagement.
Why I picked Intercom: Intercom provides an interactive customer messaging platform that integrates live chat, email, and help desk functionalities. The standout feature is its ability to combine these capabilities into one cohesive tool, allowing your team to deliver personalized customer experiences efficiently. Your business can benefit from its targeted messaging and in-app communication tools that foster better customer relationships. Its easy-to-use interface and automation capabilities make it a preferred choice for businesses focusing on improving customer interaction.
Standout features & integrations:
Features include a highly intuitive live chat system that allows you to engage with customers in real-time. Its automation tools let you set up workflows to handle common queries without human intervention. You also get access to a comprehensive customer database, which helps in personalizing interactions based on user data.
Integrations include Slack, Salesforce, HubSpot, Google Analytics, Stripe, Mailchimp, Zendesk, Shopify, Facebook, and Twitter.
Pros and cons
Pros:
- Real-time chat capabilities
- Effective customer segmentation
- Easy-to-use interface
Cons:
- Learning curve for advanced functionalities
- Limited customization options
- Price can be high for small teams
Other Options
Here are a few more that didn’t make the top list.
- Pendo
Drive user engagement with data
- Compass
For AI-driven chat assistance
- Userflow
Track how users interact with your solution in real-time
- Hopscotch
Send in-app messages with a no-code solution
- Issuetrak
For omnichannel ticket submission and support
- Document360
For managing a self-serve knowledge base
- LiveAgent
Manage your help desk, ticketing, and knowledge base in one place
- Churn360
For managing the complete customer lifecycle
- Skilljar
Customer education platform that helps you reduce customer support calls with automated step-by-step guides.
- UserGuiding
For personalized user onboarding
Related CX Software Lists
If you still haven’t found what you’re looking for here, check out these related customer experience management tools that I’ve tested and evaluated.
Customer Onboarding Software Selection Criteria
When selecting customer onboarding software, it's essential to focus on functionality and meeting specific use cases. This ensures the tool you choose effectively addresses your needs, alleviates pain points, and supports your business goals. I have personally tried and researched these tools to provide you with accurate and valuable insights.
Core Functionality - 25% of total weighting score:
- Automating the customer onboarding process
- Providing comprehensive analytics and reporting
- Offering customizable onboarding workflows
- Integrating with CRM and other essential tools
- Enabling secure data handling and compliance
Additional Standout Features - 25% of total weighting score:
- Innovative user interface with drag-and-drop workflow builders
- Advanced segmentation and personalization capabilities
- AI-driven insights and recommendations
- Real-time collaboration tools for team onboarding efforts
- Comprehensive learning libraries or wikis for customer education
Usability - 10% of total weighting score:
- Intuitive dashboard and navigation
- Simple, clean, and modern design aesthetic
- Flexible configuration options without complex steps
- Role-based access that's easy to manage
- Efficient workflows that minimize clicks and steps
Onboarding - 10% of total weighting score:
- Availability of interactive product tours
- Comprehensive training videos and tutorials
- Templates for common onboarding scenarios
- Responsive chatbots for instant help
- Regularly scheduled webinars for deep dives
Customer Support - 10% of total weighting score:
- 24/7 availability with multiple contact options
- Dedicated account managers or success teams
- Quick response times and effective resolution
- Extensive knowledge base and FAQs
- Community forums for peer support
Value For Money - 10% of total weighting score:
- Transparent pricing models
- Flexible subscription plans
- Free trials or demo versions
- No hidden fees or long-term contracts
- Competitive pricing compared to similar tools
Customer Reviews - 10% of total weighting score:
- High overall satisfaction ratings
- Positive feedback on ease of use and effectiveness
- Consistent praise for customer support and service
- Evidence of successful implementations and ROI
- User testimonials highlighting key benefits and features
How to Choose Customer Onboarding Software
It’s easy to get bogged down in long feature lists and complex pricing structures. To help you stay focused as you work through your unique software selection process, here’s a checklist of factors to keep in mind:
| Factor | What to Consider |
|---|---|
| Scalability | Consider if the software can grow with your business. You’ll want a solution that can handle increased user numbers and complexity without losing performance. |
| Integrations | Ensure the software integrates seamlessly with your existing systems, like CRM and analytics tools, to streamline workflows and data consistency. |
| Customizability | Look for options that let you tailor features to your specific business needs, ensuring it fits your processes and branding effortlessly. |
| Ease of Use | Choose software that your team can quickly learn and use without extensive training, reducing time to value and frustration among users. |
| Budget | Evaluate the cost against your budget constraints. Consider not just the initial price but also ongoing costs like subscription fees and potential add-ons. |
| Security Safeguards | Ensure robust data protection measures are in place, including encryption and compliance with industry standards, to protect your customer and business information. |
Trends for Customer Onboarding Software in 2025
Customer onboarding software is evolving to meet changing business needs. Here are the top trends to watch.
AI-Driven Personalization
AI-driven personalization tailors the onboarding experience to individual customers. This trend improves engagement and satisfaction by delivering customized content. It also increases efficiency by automating personalized touches.
Interactive Onboarding Tools
Interactive onboarding tools, like gamified tutorials and simulations, are becoming more popular. These tools make the onboarding process more engaging and enjoyable. They also help users retain information better.
Seamless Integration Capabilities
Seamless integration capabilities are essential for customer onboarding software. This trend allows for effortless data exchange between different systems. It ensures a smooth and unified customer experience.
Enhanced Analytics and Reporting
Enhanced analytics and reporting provide deeper insights into the onboarding process. This trend helps businesses identify areas for improvement. It also enables data-driven decision-making for better outcomes.
Focus on Data Privacy and Security
A focus on data privacy and security is paramount in 2025. Customer onboarding software is incorporating robust security measures. This trend ensures compliance with regulations and builds customer trust.
These trends highlight the dynamic nature of customer onboarding software.
What Is Customer Onboarding Software?
Customer onboarding software is a tool that helps businesses guide new customers through the initial stages of using their product or service. This software is used by customer success teams, sales departments, and support teams to create a seamless and engaging onboarding experience. It automates processes, provides personalized guidance, and ensures customers quickly understand and gain value from the product. Users may need it to enhance customer satisfaction, reduce churn, and accelerate the time to value.
Features of Customer Onboarding Software
In this section, I'll outline the essential features of customer onboarding software. These features are essential for providing a smooth and effective onboarding experience for new customers.
- Interactive Tutorials: Engages customers with step-by-step guides and videos.
- Personalized Onboarding: Tailors the onboarding experience to individual customer needs.
- User Satisfaction and Reviews: Being able to quick solicit, collect, and visualize customer feedback is essential for efficiency improvements.
- Metrics for Success: Incorporating industry benchmarks or suggestions so you know what to aim for.
- Automated Workflows: Streamlines the onboarding process with predefined steps.
- Self-Service Portals: Allows customers to access resources and support independently.
- Analytics and Reporting: Provides insights into customer progress and engagement.
- Integrations: Connects seamlessly with other business tools like CRM systems.
- Task Management: Helps track and manage onboarding tasks for both customers and teams.
- Customizable Templates: Offers ready-to-use templates that can be tailored to specific use cases.
- Collaboration Tools: Enables team collaboration to support the onboarding process.
- Security and Compliance: Ensures data protection and compliance with industry regulations.
These features are crucial for making sure customers have a positive and efficient onboarding experience. They help businesses streamline their processes, personalize interactions, and ultimately enhance customer satisfaction.
Benefits of Customer Onboarding Software
Customer onboarding software offers numerous advantages for both users and organizations. Here are the primary benefits you can expect from using this type of software.
- Improved Customer Retention: By providing a seamless onboarding experience, businesses can increase customer satisfaction and reduce churn rates.
- Increased Efficiency: Automating repetitive tasks allows teams to focus on more strategic activities, improving overall productivity.
- Enhanced Customer Engagement: Personalized onboarding processes ensure customers feel valued and understood, leading to higher engagement levels.
- Better Data Insights: Comprehensive analytics and reporting offer valuable insights into customer behavior and onboarding effectiveness.
- Streamlined Processes: Integrations with other tools and customizable workflows help create a cohesive and efficient onboarding process.
These benefits highlight the importance of customer onboarding software in fostering customer loyalty and operational efficiency. Investing in this type of software can lead to significant improvements in both customer experience and business performance.
Costs And Pricing Of Customer Onboarding Software
When evaluating customer onboarding software, it's essential to understand the various plan and pricing options available. Different plans cater to different needs, from small businesses to large enterprises. Below, I’ve outlined the typical pricing structures and features for these plans to help you make an informed decision.
| Plan Type | Average Price | Common Features |
|---|---|---|
| Free | $0 | Basic onboarding tools, limited users, basic reporting |
| Basic | $20/month | Automated workflows, standard templates, email support |
| Professional | $50/month | Advanced analytics, customizable workflows, integrations |
| Enterprise | $100+/month | Dedicated support, advanced security, full customization |
Customer Onboarding Software FAQs
Here are a few questions I wanted to answer about customer, client, and user onboarding software:
Who uses customer onboarding software?
Why do businesses need customer onboarding software?
How does customer onboarding software improve customer retention?
How do self-service portals benefit customers?
What are the types of onboarding software?
Comprehensive customer onboarding is Key
Customer onboarding helps your company succeed in the long term.
You can find out more about the different aspects of client onboarding on our blog. Subscribe to the CX Lead newsletter to receive tips from leading experts in the industry directly in your inbox.