17 Best Customer Onboarding Software In 2023

LiveAgent is a customer support software that provides a comprehensive suite of tools to help businesses manage their customer interactions. It combines various communication channels like email, live chat, phone, and social media into a single platform, making it easier for support teams to handle customer inquiries and provide timely assistance. It can be used as an onboarding solution to help get new users up and running with your product, and understand the scope of your product's ecosystem.

In addition to the multi-channel ticketing capabilities of the software, it also provides a knowledge base builder. You can create detailed how-to content to provide a self-service onboarding experience for new users. This will not just alleviate your support team's workload, but help you to scale your business. You can also create forums where customers can exchange among themselves.

The software has both native and third-party integrations, including ones for common tools like Slack, Jira, Gmail, and Shopify. A 7-day free trial is available and paid plans start from $12/agent/month.

Whatfix is a customer success tool that simplifies user onboarding and drives digital adoption. The software is simple to learn, so your team can start creating content after going through the platform’s onboarding process.

I like the fact that Whatfix enables you to segment your audience based on their location in your app. This helps you create contextualized walkthroughs for your users, reducing churn and customer support calls. Another good thing about this tool is that it enables you to incorporate feedback into your customer onboarding process.

This creates an opportunity to collect valuable data about your customers’ experiences while using certain aspects of your solution.

Whatfix integrates with most of the apps you use on a day-to-day basis, such as Slack, Google Sheets, Google Analytics, Workday, Amplitude, and Salesforce.

Whatfix offers customized pricing upon request. You can access a free trial.

WalkMe is a cloud-based user onboarding software that helps you make informed decisions in order to accelerate the learning experience of your customers. The code-free platform helps your team build product adoption flows to showcase your product’s features and capabilities.

One of the great things about WalkMe is that it enables you to put the right lesson in front of each new customer at exactly the right time. This takes the pressure off the users, as they don’t have to search for the information in your knowledge base, so it can help boost your product adoption rates.

WalkMe also helps your team build heat maps of your system, showing where your customers spend their time, how long it takes them to complete certain tasks, and where they encounter roadblocks and ask your team for guidance. As a result, you can create targeted guides that help your users navigate the trickier aspects of your solution.

WalkMe integrates with dozens of your favorite solutions, including Salesforce, Google Analytics, Slack, Azure Active Directory, LiveChat, and Zendesk.

WalkMe offers customized pricing upon request. You can see the solution in action with a free

Intercom is a digital adoption platform that makes it easy for teams to map out customer journeys, track product usage, and connect users to your customer success team. This is a code-free solution that helps you use data to improve user adoption. Intercom has a minimalist layout that’s simple to navigate.

Your team members can collaborate on customer issues, make notes on different tasks, and set up filters to segment users in any way you want. The highlight of using this platform is how easy it is to leverage its automation features. You can set up automations with custom triggers without developers, so you can create tailored onboarding content for targeted elements in your app.

Intercom integrates with over 300 apps, including Hubspot, Stripe, Salesforce, Jira, Slack, Microsoft Outlook, Google Analytics, and Instagram.

Intercom costs from $74/month. You can access a free 14-day trial.

Pendo is a customer onboarding solution that helps product teams reduce churn and increase customer satisfaction. The platform has strong analytical capabilities, allowing you to collect and interpret data on product adoption. Thanks to all the data it collects, Pendo makes it easy to spot roadblocks and understand why your users are not using your app.

The platform then helps you guide your customers with the help of walkthroughs, in-app pop-ups, tool tips, and messages, so you can improve the onboarding experience and reduce customer service calls. While Pendo does a lot of things right, its analytics are amazing.

The platform collects a lot of data, and you can segment it in whatever way you want to make better decisions about your solution and onboarding process.

Pendo integrates with a variety of apps, including Hubspot, Jira, BigQuery, Calendly, Drift, HelpDocs, Microsoft Teams, and Optimizely. Pendo offers customized pricing upon request.

The platform offers a free-forever version for up to 1,000 monthly active users.

You can also book a demo.

Hopscotch is a no-code client success software that enables teams to implement in-app messaging and collect data about user experience. The platform helps you create interactive product guides to encourage your customers’ progress through your app.

One of the good things about this app is that it uses conditional logic to segment your users based on their activity. The app’s automation features serve the right message for each user based on their in-app location and previous actions, so each experience is tailored to the audience.

Another good thing about this platform is that is easy to use. Its interface enables you to customize the look and feel of your client journey to match your brand, and the data it collects helps you understand how users interact with your solution.

Hopscotch costs from $99/month.

You can access a free 60-day trial and a demo.

Stonly is a client onboarding software that helps SaaS product and sales teams create superior customer experiences for their users. The solution enables you to build complex knowledge bases, product tours, checklists, and self-serve help centers that enable your users to find information with ease.

Stonly is very easy to implement, and thanks to its free-forever version, it’s a good solution for lean startups that want to improve their customer experience on a budget. The platform has a simple interface, making it suitable for non-technical staff members. One of the good things about using this app is that it offers a lot of options to build your onboarding flows.

You can choose your own adventure and build the best information resource for your users – product tours, self-serve help centers, or something else.

Stonly integrates with multiple apps, including Zendesh, Front, Freshdesk, and Segment. Stonly costs from $49/month.

The platform offers a free-forever version for up to 1,000 guide views per month and a free 14-day trial.

Product Fruits is an onboarding tool that helps teams create interactive onboarding tours, walkthroughs, and in-tool tips based on customer feedback. The software has a good interface, and its no-code editor makes it easy to highlight your app’s new features, provide contextual support, and deliver important announcements.

I like the fact that Product Fruits enables you to segment your users and create custom glows for each segment. This helps you provide a better user experience and helps reduce churn. Even though Product Fruits helps with a lot of onboarding processes, its flexibility makes the platform shine.

Every onboarding step you create is customizable. You can use text, videos, GIFs, surveys, or other content in every step of your guide. You can create guides that cover multiple pages, connect crossroads between individual pages for a better experience, or create automatic triggers based on the user’s behavior and in-app time. This helps you improve customer satisfaction and reduce customer service calls.

Product Fruits integrates with a variety of solutions, including HubSpot, Heap, Slack, Google Analytics, Mixpanel, and Customer.io.

Product Fruits costs from $59/month.

You can access a free 14-day trial and book a demo.

Guide CX is a client success and onboarding platform that helps you guide your users through their onboarding journey with automated tasks. The platform has an intuitive layout, so even non-technical members of your team can plan out and build training materials and knowledge bases.

With Guide CX, you can build user roadmaps, create dependencies for tasks, assign onboarding tasks to team members, and keep your team informed with custom notifications.

The highlight of this platform is that it enables users to create their own updates and notifications as they use your solution. This helps the users navigate your features and remember where they left off in previous sessions.

Guide CX integrates with dozens of apps, including Jira, Salesforce, Zapier, Slack, and HubSpot.

Guide CX offers customized pricing upon request. You can access a free 14-day trial and schedule a demo.

Userflow is a customer success software that enables your team to create sophisticated user flows without writing a single line of code. The platform is flexible, and it allows you to use a variety of onboarding tools, such as an onboarding checklist, product tour, resource center, or surveys. Userflow has a clean interface that makes it ideal for non-technical teams.

Thanks to the platform’s simple but thorough onboarding process, you can create a basic user flow shortly after. One of the highlights of using this solution is that it enables you to track how your users interact with your app in real-time.

This helps you understand where your users get stuck and how they navigate roadblocks, so you can improve your processes based on customer engagement.

Userflow integrates with many popular apps, including Zapier, Segment, HubSpot, Amplitude, Mixpanel, and Heap. Userflow costs from $200/month.

You can access a free 14-day trial and a demo.