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Published 14 Sep 2023
Free version: Available for teams of up to 10
Pricing: Premium plan $24/month (with free 30-day trial period)
Platforms supported: Available on mobile app (iOS and Android) or a web-based software
Why use SafetyCulture?
SafetyCulture is the perfect choice if you're looking for an efficient and hassle-free solution to manage the customer journey. With its simple and intuitive user interface, you can quickly set up customer onboarding processes and enable your team to get the most out of their customer relationships. It supports customer satisfaction surveys to identify customer pain points early on and track the success of your onboarding campaigns.
Features:
Why use Rocketlane?
Rocketlane is a cloud-based client onboarding platform. Users can create customer education content easily and present it when needed. With Rocketlane, you can generate onboarding projects, assign tasks to team members, and make real-time process changes. You can load templates or create your own from scratch.
Free version: None
Pricing: $19/user/month billed annually for the Essential plan (with a free 14-day trial)
Platforms supported: Web
Why use Document360?
Document360 is a knowledge-based management software that enables customer support teams to create and publish self-service content for customers. It features a user-friendly editor for product documentation, allowing users to easily add images, videos, tables, links, and callouts. Additionally, it offers the ability to maintain multiple versions of an article, utilize existing templates, and collaborate on articles.
Free version: Yes
Pricing: $149/per project/month billed annually for the Standard plan (with a free 14-day trial)
Why use Whatfix?
Whatfix is a tool that simplifies user onboarding and drives digital adoption for customer success. The software is easy to learn, allowing your team to start creating content after completing the platform's onboarding process.
Pricing: Custom pricing (with a free trial)
Platforms supported: Web, Desktop, Android, and iOS
Why use WalkMe?
WalkMe is a cloud-based user onboarding software that enhances customers' learning experience by providing informed decision-making support. The code-free platform assists your team in creating product adoption flows that demonstrate the features and capabilities of your product.
Pricing: Custom pricing
Platforms supported: Web, Android, and iOS
Why use Intercom?
Intercom is a digital adoption platform that assists teams in mapping out customer journeys, tracking product usage, and connecting users to customer success teams. It is a code-free solution that uses data to enhance user adoption. It features a minimalist layout that is easy to navigate.
Pricing: $74/month for the Starter plan (with a free 14-day trial)
Why use Pendo?
Pendo is designed to help product teams decrease churn and enhance customer satisfaction. The platform provides strong analytical capabilities, allowing for gathering and analyzing data on product adoption. The platform guides customers to improve the onboarding experience and decrease customer service calls using walkthroughs, in-app pop-ups, tooltips, and messages.
Pricing: $7,000/year for the Starter plan with 2,000 active users (with a free 14-day trial)
Why use Hopscotch?
Hopscotch is a no-code client success software that allows teams to implement in-app messaging and gather data on user experience. The platform assists in creating interactive product guides to facilitate customer progress within the app.
Pricing: $99/month for the Starter plan for up to 3,000 monthly users
Why use Userflow?
Userflow is a customer success software that allows teams to create user flows without coding. The platform offers a range of onboarding tools, including a checklist, product tour, resource center, and surveys. It has a clean interface that is well-suited for non-technical teams.
Pricing: $240/month billed annually for the Startup plan (with a free 14-day trial)
Why use Product Fruits?
Product Fruits allows teams to create interactive onboarding tours, walkthroughs, and in-tool tips based on customer feedback. The software features a user-friendly interface and a no-code editor, enabling users to highlight new app features, offer contextual support, and share important announcements.
Pricing: $69/month billed annually for the Core plan for up to 1,500 monthly users (with a free 14-day trial)
Why use GUIDEcx?
GUIDEcx is a platform that assists with client success and onboarding by automating tasks to guide users through their onboarding journey. The platform has a user-friendly layout allows all team members, regardless of technical expertise, to plan and create training materials and knowledge bases.
Pricing: $100/month for the Starter plan (with a free 30-day trial)
Customer onboarding software or client onboarding software is a tool that helps businesses streamline and automate bringing new customers on board. It allows companies to create personalized onboarding experiences for their customers, providing them with the necessary information and resources to use their products or services successfully. Typical industries using this software include financial services, healthcare, and education.
Here are some key benefits of using customer onboarding software:
There are several important factors to consider when choosing customer onboarding software.
The table below provides a summary of customer onboarding software, including information on free versions, pricing, and mobile app availability, to assist you in finding the most suitable option for your needs.
Customer Onboarding Software
Free Version
Paid Plan
Mobile App
SafetyCulture
Yes
$24/user/month*
Rocketlane
None
$19/user/month*
Whatfix
Custom pricing
WalkMe
Intercom
$74/month
Pendo
$7,000/year
Hopscotch
$99/month
Userflow
$240/month*
Product Fruits
$69/month*
GUIDEcx
$100/month
* billed annually
Rob Paredes
Rob Paredes is a content contributor for SafetyCulture. He is a content writer who also does copy for websites, sales pages, and landing pages. Rob worked as a financial advisor, a freelance copywriter, and a Network Engineer for more than a decade before joining SafetyCulture. He got interested in writing because of the influence of his friends; aside from writing, he has an interest in personal finance, dogs, and collecting Allen Iverson cards.
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