9 Best Client & Customer Onboarding Software in 2024

We all know automation saves time. So why not use it for customer onboarding? Using customer onboarding software is a great idea to streamline and automate the onboarding process. 

Research 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 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 process. It speeds up the process and ensures every customer feels valued and supported when signing up, improving customer satisfaction.

This may include emailing customer education material and sharing help docs that match their ‘usage’ or learning journey. 

With such a tool, you can create personalized onboarding workflows based on customers’ preferences and deliver self-paced onboarding materials when they need them most.

Also, using customer onboarding software minimizes the time-to-value for end customers. This means they can get value from their subscription or purchase immediately. Customer onboarding software also helps gather valuable customer data, optimizing the overall experience and boosting customer retention rates. 

Why Does Client Onboarding Software Matter?

Now that we understand the basics of customer onboarding software let’s explore why it truly matters for businesses.

Customer onboarding is a crucial element of company success in 2024. In fact, most companies are transforming it into a source of revenue rather than a cost center. 

Therefore, companies are focused on improving customer experience and shortening time to value.

Let’s look at how customer onboarding software helps businesses achieve these goals. 

• Improves customer experience. Automating the onboarding process helps businesses create efficient client experiences right from the start.
• Boosts efficiency and productivity. The right software automates repetitive tasks, eliminates paperwork, and ensures quick onboarding. This frees up your time to focus on other tasks.
• Enhanced compliance and security. Client onboarding software helps businesses adhere to industry-specific regulations and compliance standards like GDPR, CCNA, and other privacy laws, ensuring a secure and trustworthy onboarding process.
• Increases customer loyalty. First impressions always matter. By having a streamlined process, you set the right foot forward, increasing the Customer Satisfaction Score (CSAT), which is an important KPI reflecting in improving delight, loyalty, and retention. 

Client Onboarding Software Types

Now that we’ve covered the basics, let’s dive into the various kinds of client onboarding software, each tailored for different needs: 

• 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 pertaining to 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.

So, whether your goal is to free up your team’s time or stay compliant, there’s software to meet your onboarding needs. 

9 Best Customer Onboarding Software

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:

• Sender 
• Guidecx
• Clustdoc
• Userpilot
• ClientSuccess
• UserGuiding
• ChurnZero
• WalkMe
• Encharge

Each one offers some unique features for building a seamless onboarding experience. Let’s look at these solutions one by one. 

Sender — Best Customer Onboarding Tool for Ecommerce

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 Sender. 

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. 

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. 

Useful Features

• Onboarding process automation. Use ready-to-use onboarding templates, create templates based on your internal processes, or automate onboarding flow based on user activity and task assignments; 
• Customer engagement portal. Simplified portal for deep customer engagement through real-time collaboration and communication support; 
• Sales handoff automation. Automate every step right after sales handoff so customers are never left unattended. Engagement automation via emails and regular communications; 
• Scheduled updates and reports for teams; Keep your teams updated about each individual customer, including updates, customer success metrics, and churn risk mitigation; 
• Customer communication sequences. Simplify communicating with customers via email, chat, or dedicated portal with personalized communication sequences. 

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. 

Useful Features

• Industry-specific workflow templates. 200+ ready to use templates for different industries and use cases; 
• Forms and file requests. Set up forms and send file requests for easy sharing and collaboration with clients;  
• Approval workflow. Request client approvals and/or accept client requests with automated workflows that notify your team instantly; 
• Secure inbox. Chat with customers or your team members via a central inbox for seamless collaboration; 
• Task manager with SOP builder. Assign tasks to your team managers along with deadlines and detailed SOPs; 
• Client onboarding portal. Delight your clients and simplify onboarding for them with a customizable onboarding portal. 

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.

Useful Features

• Personalized experiences. Businesses can optimize and personalize onboarding journeys based on user engagement, interests, activity, or personas; 
• In-app interactions. Improve feature adoption and nudge app users through in-app hints, tips, and suggestions; 
• Discover opportunities & optimize. Track track product usage and user activity to deliver exceptional experiences, which reduces time-to-value for trial users & new signups and  maximizes conversions;
• Monitor progress. Set up and track customer onboarding goals to understand the impact of onboarding automation and take necessary steps based on data; 
• Set up checklists. Gamify the onboarding process and make it more engaging by highlighting the path to activation for new users. 

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.

Useful Features

• Automatic handovers. Set up individual KBOs (key business objectives) while handing over customers from sales to customer success and automate the process without missing any step; 
• Integrates with existing solutions. Fetch customer data from multiple places — CRM, helpdesk, marketing funnel, etc. to witness customer interests and interactions on a central dashboard for personalizing onboarding experience; 
• Track usage. Witness how customers are using the product to improve customer experience and track the success of feature adoption tactics during onboarding; 
• Assign & track tasks. Organize onboarding experience by assigning onboarding tasks to individual team members and tracking the progress of onboarding steps; 
• Discover deviations. Identify bottlenecks or problems during onboarding and take corrective actions to bring the onboarding process on track with Key Business Outcomes. 

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.

Useful Features

• Product walkthroughs. Create self-guided walkthroughs for new customers to reduce the time-to-value automatically; 
• Feature adoption. Tooltips and interactive guides to assist users in trying out a new feature and improve activation; 
• Set up resource center. Create a self-guided resource center to embed in your website or product by converting frequently asked questions into interactive guides; 
• Onboarding checklists. Design and implement onboarding checklists to let customers onboard themselves without too much ‘prying in.’ 
• Collect customer feedback. Launch in-app surveys to discover what users want and use the data to improve onboarding experience. 

Pricing 

• Basic plan starts at $89 per month for up to 2,500 users; 
• The free limited-period trial is also available. 

Churnzero — Digital-first Customer Onboarding & Success Software

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 most helpful feature of the platform is the 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. 

Useful Features

• Centralized data. Find everything from customer profiles, custom alerts, segments, interactions, dashboards, and customer reports; 
• Automatic workflows. Automate contextual communication, emails, and messages based on customer journeys, walkthroughs, and segments; 
• Customer collaboration. Stay in touch with customers and assist them at every step of onboarding through in-app communication, walkthroughs, success centers, and surveys; 
• Churn & renewal forecasts. Discover at-risk customers, find upsell opportunities, and forecast future revenues through customer health scores and intelligent AI insights. 

Pricing 

• Custom pricing after booking a demo and requesting a quote from their website. 

Also read: 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.

Useful Features

• Powerful AI-Driven intelligence. Track where users get stuck and understand, predict, and act on user behavior to improve the onboarding process; 
• Automate processes. Automate repetitive tasks and eliminate empty clicks across applications to streamline and optimize onboarding; 
• Intelligent insights. Discover what’s working and take corrective actions to improve the onboarding process. 

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. Encharge frees up your team’s time by automating repetitive tasks, 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. 

Useful Features

• Automatic flowbuilder. Create automated onboarding flows based on user behavior and customer journey; 
• Behavioral emails. Send automated emails based on online activity, in-app behavior, or engagement; 
• User profiles. Get an overview of customer behavior, data, and interactions from a single dashboard; 
• Event management. Track and monitor active events within the app for personalizing the user experience. 

Pricing 

• Starts at $79 per month for up to 2000 subscribers and 20,000 emails monthly; 
• A 14-day free trial is also available. 

Customer Onboarding Software: FAQs

What is the Best Customer Onboarding Process?

A personalized and tailored onboarding process that answers apprehensions, introduces users to new features, and minimizes time to value is the best onboarding process. This is possible using automated onboarding software for customers, as it allows you to deliver personalized guides, onboarding checklists, and relevant information for quick and delightful onboarding. 

What is a SaaS Onboarding Software?

A SaaS onboarding software platform automates the process of client onboarding. Such software enables you to automate tasks, such as account setup and personalized tutorial delivery, ensuring your clients receive a consistent and personalized onboarding experience. This not only saves you time and resources but also helps to improve customer satisfaction and retention.

With SaaS onboarding software, you can create a seamless and efficient onboarding experience for your customers. SaaS onboarding software can be used to customize the onboarding content as per the customer’s needs.

Key Takeaways: Customer Onboarding Software

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: 

Author bio

Anmol Ratan Sachdeva is a content marketer and small business consultant who has a strong grip on topics like marketing automation, email marketing, and content marketing. He loves to write about starting, improving, and growing a business.