How to Choose Customer Onboarding Software

Customer Onboarding

Do you need help with customer onboarding? If so, you’re not alone. Many businesses struggle to get new customers on their products or services up and running. This can be due to various reasons, including a lack of resources or personnel. This blog post will discuss how to choose customer onboarding software that is right for your business. We’ll cover the basics of what to look for in a good customer onboarding tool and some tips on how to get the most out of it.

What is Onboarding Software, And Why Is It Important?


Onboarding software is a system that helps new customers transition into their roles within a company. It can provide an orientation guide, track users’ progress, and give business owners insight into how new clients progress. Onboarding tools can streamline the onboarding process and make it more efficient for business owners and clients.

The importance of Onboarding Software cannot be understated. It is critical for any business that wants to ensure a smooth and successful onboarding process for its customers. Here are key benefits of onboarding software:

  • Customer Onboarding Software ensures a consistent onboarding experience for all customers. This is crucial for creating a positive first impression and setting the tone for the rest of their journey with your company.
  • Onboarding Software helps automate and streamline the onboarding process, making it more efficient and effective. This saves time and resources and allows you to focus on other areas of running your business.
  • They also provide a central repository for all your customer’s onboarding information and documents. This makes it easy to access and update and ensures that nothing gets lost in the shuffle.
  • It also helps you track and monitor your customer’s progress during their onboarding journey. This allows you to identify areas where they may need additional support or training.
  • It also enables you to customize the onboarding experience for each user. This ensures that your onboarding process is tailored to their needs and preferences.
  • Onboarding Software gives you the ability to create and manage onboarding checklists and tasks. This helps keep everyone on track and accountable and promptly completes all critical steps.
  • Onboarding Software provides real-time reporting and analytics during onboarding. This allows you to identify any trends or areas of improvement.

10 Things To Look For In a Customer Onboarding Software

When looking for customer onboarding software, there are a few key things to consider. Here are ten of the most important factors to consider:

  • Ease of use: The software should be easy for you and your customers. It should have an intuitive interface that’s simple to navigate. You don’t need software that takes you a long time to learn.
  • Flexibility: The software should be flexible enough to accommodate your specific needs. It should be able to scale as your business grows.
  • Customer support: The company should offer excellent customer support if you encounter problems using the software. They should be responsive and helpful.
  • Pricing: The pricing should be fair and affordable for your business. You shouldn’t have to pay an arm and a leg for the software.
  • Free trial: The company should offer a free trial, so you can try out the software before committing to it. This way, you can make sure it’s the right fit for your business.
  • Features: The software should come with all the features you need to effectively onboard your customers. It should have everything from automated emails to custom branding options.
  • Integrations: The software should integrate with your existing systems and tools, such as your CRM or email marketing platform. This will make it easier to manage your customer data in one place.
  • Security: The software should be secure, with robust data protection measures. This is important to keep your customer data safe.
  • User-friendly interface: The software should have a user-friendly interface that’s easy to navigate. This will make it easier for you and your team to use the software.
  • Regular updates: The company should regularly update the software with new features and improvements. This way, you can be sure you’re always using the latest version.
  • Positive reviews: When looking for customer onboarding software, read the reviews first. Look for positive reviews from other users to see what they think of the software.

These are just a few things to look for in customer onboarding software. Be sure to keep these factors in mind when making your decision so you can choose the right software for your business.

4 Best Customer Onboarding Software of 2022

There are many customer onboarding software options available on the market. Here are five of the best customer onboarding software programs to consider:

1) Walkme

Walkme is one of the best customer onboarding software. With Walkme, you can create an interactive, step-by-step guide that takes your customers through your product or service from start to finish.

Walkme is easy to use and doesn’t require any coding. Just add your content, and Walkme does the rest. You can also customize the look and feel of your Walkme guide to match your brand.

Here are other key features of Walkme:

  • First, Walkme provides on-screen guidance to help users complete tasks more efficiently. This is especially helpful if you are working on a complicated task or new to using a particular software program.
  • Second, Walkme offers interactive tutorials to teach users how to use various software program features. These tutorials can be beneficial for learning how to use new features or understand complex concepts.
  • Third, Walkme has a search feature that makes it easy to find the information you need. You can simply type in what you are looking for, and Walkme will provide a list of results.
  • Fourth, Walkme offers a variety of templates that you can use to create your guidance content. This is helpful if you want to create custom content for your specific needs.

2) Userpilot


Userpilot is another interesting customer onboarding software. Its mission is to help companies increase their conversion rates and reduce customer churn. It provides a platform that allows businesses to create, track, and optimize their onboarding processes.

Additionally, Userpilot allows one to create and track user onboarding easily flows for web or mobile apps. It also helps to engage and retain users by providing them with the information they need when they need it.

Here are other key features of Userpilot:

  • Create onboarding flows: Userpilot makes it easy to create custom onboarding flows for your web or mobile app. You can use our drag-and-drop editor to quickly build your flow or our code editor if you want more control.
  • Track user progress: Userpilot tracks each user’s progress through your onboarding flow so you can see how well they’re doing and where they might be getting stuck
  • Engage your users: Userpilot allows you to engage with your users through in-app messages, emails, and push notifications. You can also segment your users, so you’re only sending them relevant information.

If you’re looking for a way to improve your user and customer onboarding, you should consider Userpilot.

3) WhatFix


Whatfix is a game-changer when it comes to customer onboarding. Whatfix is easy to use and helps create interactive product tours, onboarding task lists, and contextual guidance for customers. Whatfix offers several features that make it an essential tool for customer onboarding for businesses, including:

  • The ability to create step-by-step guides that customers can use to resolve issues themselves
  • A library of pre-created guides that can be used as a resource for customer support
  • The ability to track guides’ performance and see how customers use them.

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4) Appcues

Appcues is a code-free user onboarding solution that helps you increase adoption, engagement, and retention. With Appcues, you can create in-app messages, product tours, checklists, and more without writing any code.

Appcues is the fastest way to get started with user onboarding. You can create your first message in minutes, and it requires no coding or design skills. Choose a template, customize it to match your brand, and add it to your app with a few clicks.

If you’re looking for a way to improve your user onboarding without spending hours coding or designing custom solutions, Appcues is the perfect solution for you.

5)  Clearbit


When it comes to user data enrichment, there are few tools out there as powerful as Clearbit. With its robust API, Clearbit can provide your business with the data it needs to fuel growth and make better decisions.

Clearbit is particularly useful for customer onboarding. By enriching your customer database with data from Clearbit, you can quickly and easily identify which leads are worth pursuing and which ones aren’t. This saves your team valuable time and resources that can be better spent elsewhere.


It can be tough to decide which customer onboarding software is the best for your business, but with the help of this guide, you should be able to make an informed decision.