We all know automation saves time. So why not use it for customer onboarding? Customer onboarding software is a great idea for streamlining and automating the onboarding process.
Research by Rocketlane suggests that 76% of companies spend 2 hours weekly on follow-ups and reminders. 67.3% of companies want to automate these tasks, which is possible using a client onboarding platform.
In this blog, we will share the best client and customer onboarding software you can use to eliminate mundane tasks, save time, and improve customer satisfaction. So, let’s begin.
What is a Customer Onboarding Software?
Customer onboarding software helps automate and optimize the onboarding processes. It speeds up user onboarding and ensures customers feel valued throughout the entire customer lifecycle, from the sign-up stage. With the right user onboarding software, you will:
- Create personalized onboarding workflows based on customers’ preferences;
- Deliver self-paced onboarding materials when they need them most;
- Automatically share help docs that match their usage patterns at the right moment;
All in all, user onboarding tools minimize the time to value for end customers, so they get value from their subscription or purchase immediately, increasing customer delight. It also helps your business gather important customer data, optimizing the overall experience and boosting customer retention rates.
Client Onboarding Software Types
Now that you know how client onboarding solutions can be useful, let’s look at the different types of client onboarding software for your business. Each one has a specific use case and can help your business differently:
- Workflow automation solution: Think of this as a smart taskmaster that automates and streamlines the different steps of the client onboarding process. It sends welcome kits, introduces clients to their customer success manager, and more. This lets your team focus on building strong relationships instead of drowning in routine work.
- Compliance automation solution: Such software is designed to help businesses comply with regulatory rules. It automates the collection and verification of client data, ensuring you comply with every requirement and law about data privacy, security, and more.
- Document management solution: Say goodbye to messy folders and missing files. Such a solution stores all client documents in one place, with handy features like version control. No more scrambling to find the right doc.
- Client collaboration software: This is your communication hub. It connects your client and your team in real time, ensuring quick responses and smooth sailing during the onboarding process.
- CRM-integrated onboarding software. Such a solution integrates with your CRM for centralizing client data for a smooth transition from sales to onboarding while maintaining a detailed client engagement history.
- Customer success platforms. Monitor client health and track onboarding progress, offering tools for early issue identification and personalized support for client success.
- Dedicated client onboarding platforms. These are specialized platforms with tools for welcome emails, progress tracking, documentation, and project management tools to ensure a consistent client experience.
So, whether your goal is to free up your team’s time or stay compliant, there’s software to meet your onboarding needs.
10 Best Customer Onboarding Solutions
Planning to set up a customer onboarding process but confused with available options in the industry? Check this list of the best customer onboarding solutions to help you decide. When looking to streamline your onboarding process, consider the following software:
Each one offers some unique features for building a seamless onboarding experience. Let’s look at these digital onboarding solutions one by one.
Sender — Best Email Onboarding Software
Sender is a robust onboarding solution designed to meet the needs of ecommerce businesses that struggle with seamless onboarding.
Sender gives you everything you need to nurture, onboard, and delight customers, like automated workflows, smart segmentation, popup builder for lead generation, and omnichannel marketing capabilities.
From product tours and tutorials to interactive checklists and tooltips, deliver onboarding material automatically with useful user onboarding features.
Its workflow builder allows you to schedule automated onboarding emails, welcome emails, follow-ups, and even nurture leads via SMS campaigns. Make sure to reach the right audience at the right time with smart segmentation based on their online behavior and data.
Sender’s human-friendly user interface sets it apart from the competition. Its intuitive dashboard is easy to use, even for those with limited technical knowledge. Also, Sender integrates seamlessly with popular ecommerce platforms, allowing you to automate your onboarding process and save time.
Unique Features
- Automated onboarding. Intelligent workflow builder to schedule automatic emails based on user activity, behavior, or segmentation;
- Behavioral segmentation. Segment your audience or users based on behavior, activity, or custom fields;
- Omnichannel onboarding. Create campaigns to assist and direct users using email as well as SMS;
- Smart campaigns. Automated abandoned cart, welcome emails, follow-ups, and nurturing campaigns to increase revenue.
Pricing
- Forever free plan for up to 2,500 subscribers and no feature restrictions;
- Starts at $15 per month for up to 2,500 subscribers.
Don’t let your customers get lost after they’ve chosen to buy from you. Choose Sender as your customer onboarding tool and provide them with a personalized onboarding experience that will keep them returning for more.
HubSpot — Comprehensive CRM and Customer Onboarding Solution
HubSpot is a popular CRM and onboarding software designed to cater to large-scale companies. It offers everything you need to manage, automate, and enhance your customer onboarding process.
With HubSpot, you get a unified CRM platform, automation tools, customizable workflows, and key metrics dashboard on a single platform. From personalized welcome emails and onboarding sequences to detailed analytics and reporting, HubSpot handles everything.
Its customizable workflows allow you to automate various onboarding tasks, ensuring you engage and nurture leads efficiently. Also, HubSpot integrates effortlessly with numerous third-party applications, streamlining your onboarding process and saving you valuable time.
Features
- Unified CRM platform;
- Automation tools;
- Customizable workflows;
- In-depth analytics;
- Integration capabilities.
Pricing
- Free plan that supports basic CRM, onboarding features, and limited automation capabilities;
- Paid plans start at $18/month for up to 1,000 contacts and a 5x contact limit for sending emails.
Guidecx — Best for Customer Onboarding and Task Management
Guidexc helps streamline client introductions and task execution. It automates the entire process while ensuring easy access and transparency, transforming the onboarding journey into an efficient, stress-free process.
By minimizing manual internal processes and enhancing project visibility, Guidecx speeds up the customer time to value (TTV) and significantly reduces the risk of churn.
Imagine a world where task assignments, updates, and reminders automate themselves. Guidecx’s task automation makes this possible, so you can save time on repetitive onboarding tasks.
Other features like easy access and project transparency ensure everyone, from your clients to team members, stays in the loop at every step of the customer journey. Plus, seamless integrations with over 1,000 applications ensure no onboarding or customer success task is ignored.
Features
- Collaborative task management;
- Real-time project tracking;
- Customizable templates;
- Client portals for document submission.
Pricing
- No free plans or trials are mentioned on its website;
- Paid plans start at $143/month for unlimited customers and projects.
Clustdoc — Complete Customer Onboarding Software
Clustdoc is one of the best client onboarding software options in the market for service businesses that want to make first-client interactions smooth, professional, and hassle-free.
With over 200 industry-specific workflow templates, Clustdoc makes customizing onboarding flows a breeze. It is primarily designed for client-facing businesses in financial services, real estate, accounting, and legal services. However, its versatility makes it ideal for all kinds of client onboarding flows.
The task manager module keeps everyone on track, reducing the administrative burden related to onboarding. The secure inbox and guest access feature streamline communication, while customizable client portals and no-code integrations with your favorite business tools automate and personalize the client experience.
In short, you can manage and automate all major client-facing tasks with confidence on a single platform.
Features
- Secure document collection and storage;
- E-signature capabilities;
- Customizable onboarding workflows;
- Compliance automation.
Pricing
- Free trial available with feature limitations;
- Paid plans start at $100 per month with pay-per-use access to automation and other premium features.
Userpilot — User Onboarding Software for SaaS
Userpilot is an intelligent user onboarding solution designed to deliver a personalized onboarding experience for SaaS products and startups. The tool helps segment customers based on real-time behavior or predefined persona to ensure maximum engagement.
Userpilot assists in creating personalized onboarding experiences for their customers based on their interests and engagement.
With its powerful features, such as in-app hints & tips, on-demand assistance, real-time user segmentation, and onboarding checklists, Userpilot enables SaaS businesses to seamlessly onboard trial customers, boost delight, and improve feature discoverability.
One of the key advantages of Userpilot is its ability to collect valuable user feedback and insights. By leveraging this data, businesses can gain a deeper understanding of their customer’s needs and preferences, enabling them to tailor their onboarding experience accordingly.
Features
- In-app guidance and tutorials;
- Behavior-triggered messages;
- User segmentation;
- Detailed usage analytics.
Pricing
- Starts at $249 monthly for up to 2500 subscribers/users, paid annually;
- Free 14-day trial is available for testing the platform.
ClientSuccess — Easy-to-Use Customer Onboarding Software
Evident from its name, ClientSuccess is a comprehensive customer success platform designed to simplify onboarding without complicating anything. ClientSuccess tracks customers’ interests and desired outcomes and maps them to an ideal onboarding flow.
ClientSuccess ensures smooth handoff from sales to customer success and links customers’ interests to key business outcomes. It also helps your team to guide the customer through the onboarding process, visualize product usage, and monitor the progress of onboarding automation.
One of the key strengths of ClientSuccess is its ability to centralize all client data, allowing you to track and manage customer onboarding progress easily. With its intuitive dashboard, you can gain valuable insights into each client’s journey and identify any bottlenecks or areas for improvement.
ClientSuccess also sets up automated workflows and streamlines task management for the onboarding process to ensure no critical steps are missed. This saves you time and effort and enhances the overall customer experience.
ClientSuccess’ robust reporting features and analytics dashboards are designed to give you optimization insights for improving your onboarding operations based on actual customer data.
Features
- Onboarding checklists and milestones;
- Customer health scoring;
- Communication tools;
- Analytics and reporting.
Pricing
- No Free plan is available;
- Custom pricing after booking a demo and requesting a quote from their website.
Userguiding — Product Walkthrough & Onboarding Software
Userguiding is one of the leading digital adoption platforms that helps you set up a self-serving user onboarding process.
UserGuiding is a no-code solution that integrates ‘helpful’ tooltips, guided walkthroughs, and interactive in-app experience to kickstart the user onboarding contextually. It categorizes and segments your users based on their behavior, activity, or persona, making onboarding a personalized experience.
It allows you to set up interactive product tours for customers to take them through your platform’s various features and functionalities, ensuring maximum user adoption. There are other ‘handholding’ features, like checklists, support centers, etc., to maximize user delight.
The built-in analytics and reporting tools provide valuable insights into your customer onboarding process. Identify areas for improvement using analytics to optimize your onboarding strategy.
Features
- Interactive guides and tooltips;
- Customizable onboarding flows;
- User segmentation;
- Analytics dashboard.
Pricing
- Basic plan starts at $89 per month for up to 2,500 users;
- The free limited-period trial is also available.
ChurnZero — Feature-Rich Customer Success Platform
ChurnZero is an AI-powered customer onboarding solution focused on reducing customer churn and providing revenue intelligence. The platform has unique features to enhance the customer onboarding experience.
ChurnZero allows businesses to identify and address customer issues before they escalate proactively. With its advanced analytics capabilities, ChurnZero provides valuable insights into customer behavior and helps companies understand the factors that lead to customer churn.
ChurnZero allows you to track customers’ onboarding journey, establish onboarding milestones, manage onboarding tasks, automate assignments, and stay informed on onboarding progress in real time.
The platform’s most helpful feature is its ability to automate customer engagement. You can segment customers, set up a playbook, and automate repetitive tasks to ensure the most helpful content is presented to customers at the right time using automated emails and in-app messages.
Features
- Automated onboarding campaigns;
- Customer segmentation;
- In-app messaging;
- Detailed churn analytics.
Pricing
- Custom pricing after booking a demo and requesting a quote from their website.
Find more great tools here: 7 Best Customer Engagement Platforms (Free & Paid)
WalkMe — Robust Digital Adoption & User Onboarding Software
WalkMe is a powerful onboarding platform that improves the pace of digital adoption and streamlines employee onboarding. By utilizing available customer data, WalkMe allows you to simplify user experience and improve customer satisfaction.
WalkMe helps identify the bottlenecks to adoption, find where users are struggling, improve existing workflows, and create personalized experiences. One of the standout features of WalkMe is its interactive guidance system — TeachMe.
An option to offer step-by-step instructions and personalized training paths eliminates confusion or frustration during the onboarding process and creates ‘power’ users. This improves customer satisfaction and reduces support requests, saving your team time and resources.
Companies use the solution to train employees, increase knowledge retention, and improve customer satisfaction scores.
WalkMe also offers advanced analytics capabilities to gain valuable user behavior and engagement insights. By understanding how your clients and customers interact with your platform, you can identify areas for improvement and optimize the onboarding experience further.
Features
- Interactive walkthroughs and guidance;
- Automation of repetitive tasks;
- User behavior analytics;
- Integration with various platforms.
Pricing
- Custom pricing model, available after requesting a demo from their website.
Encharge — Onboarding Automation Solution for B2B SaaS Startups
Encharge is a powerful automation solution for customer onboarding focused on providing behavioral automation and email marketing features.
With Encharge, you can streamline your onboarding process and deliver personalized experiences to your clients and customers. It enables you to segment your audience, track behaviors, personalize communication, and deliver a contextual onboarding experience.
Encharge’s automation capabilities help you set up automated onboarding flows, ensuring that each client or customer receives the right information at the right time. By automating repetitive tasks, Encharge frees up your team’s time, allowing them to focus on more strategic initiatives.
Another advantage of Encharge is its integration with popular business tools like CRM systems, email marketing services, and project management software. This integration lets you consolidate all your customer data in one place and create a unified view of each client or customer.
Features
- Automated email sequences;
- Behavior-based segmentation;
- Integration with CRM and marketing tools;
- Detailed performance analytics.
Pricing
- Starts at $79 per month for up to 2,000 subscribers and 20,000 emails monthly;
- A 14-day free trial is also available.
Key Takeaways
Automating the customer onboarding process is a game-changer. It’s not just about cutting down on manual work; it’s also about elevating the customer experience right from the get-go. Here’s what you should do while picking a customer onboarding software:
- Using customer onboarding tools automates mundane tasks and saves time of your team members;
- Personalized customer onboarding flow sets the right first impression, contextualizes the onboarding documents, and delights the end customer;
- Optimizing the customer onboarding experience based on data helps build long-term loyalty;
- Automated customer onboarding reduces time-to-value for customers, enhancing customer satisfaction rates.
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