74% of your potential customers will switch to other solutions if your onboarding process is complicated.
The success of your business depends on one key factor: how quickly your users experience the value of your product.
If your onboarding process frustrates users- they’ll leave. No second chances.
The numbers don’t lie.
- 8 in 10 users delete an app because they don’t know how to use it.
- Over 90% of customers feel companies could do better in onboarding new users.
- 63% of customers say onboarding is a key factor while making a purchase.
Now here comes the most critical question: how does your business turn the table?
With an effective SaaS onboarding software that guides your users effortlessly and improves their overall experience.
That’s why we’ve curated a list of the 10 most-effective SaaS onboarding software that will help you deliver an exceptional onboarding experience.
Let’s get to know them better.
10 best SaaS customer onboarding software
1. Userflow
Userflow helps businesses deliver a seamless user onboarding experience without any coding knowledge!
It also ensures every interaction is purposeful, engaging, and built to retain.
With customizable checklists, in-app surveys, and real-time progress tracking, the tool offers instant insights into what’s working and what needs improvement.
Moreover, its centralized hub for guides, announcements, and tutorials streamlines onboarding, enhancing the overall user experience!
Pros:
Intuitive flow builder with drag-and-drop functionality for seamless team management.
Enables AI assistants to communicate in users’ native languages.
Effortless integration with Amplitude, Mixpanel, Salesforce, and HubSpot for streamlined data synchronization.
Cons:
- The analytics feature is limited, providing only basic interaction metrics.
Pricing:
Pricing starts at $240 per month for the Startup Plan, which includes up to 3,000 Monthly Active Users (MAUs). The Pro Plan is available at $680 per month and covers up to 10,000 MAUs. For businesses seeking advanced capabilities, the Premium Plan is offered at $1,000 per month and includes premium features. All plans are billed annually.
2. Pendo
Pendo combines powerful features into one intelligent platform to streamline and optimize user onboarding.
It offers in-app guides & checklists to ensure seamless onboarding, and in-app support to assist users whenever needed.
Additionally, it includes session replay to track user behavior, NPS to measure user satisfaction, and orchestrate to engage users across multiple channels
The platform also offers a use case for employees, which can help them understand the flow of work within apps, accelerate employee productivity, offer guidance with in-app resources, and much more.
Pros:
Tracks user behavior, feature usage, and engagement metrics for a complete view of how users interact with your product.
Enables user segmentation for customized messaging, increasing engagement and conversion rates.
Cons:
- Some users report that Pendo’s initial setup is tedious, with a steep learning curve. It can take a significant amount to master the platform, and improper setup risks losing the tool’s full benefits.
Pricing:
Pricing is not available on the site, you’ll have to raise a ticket to get their pricing.
However, you can explore their free plan, which is limited to 500 monthly active users, to see if it suits your requirements before opting for a paid subscription.
3. Appcues
Appcues is perfect for SaaS businesses, product teams, and marketers aiming to deliver seamless onboarding, improve user retention, and reduce churn effortlessly.
With Appcues, you can integrate in-app messages, emails, and push notifications easily—all on your own.
It also offers strong analytics and event tracking of how your onboarding performs and how users perceive your product/services.
This can help businesses tweak their features to perfection so that your users get a tailor-made, smooth experience they'll want more of.
Pros:
No-code functionality enables easy campaign setup across multiple channels.
Tracks user behavior to trigger targeted messages, improving engagement and retention.
Cons:
Advanced features, like detailed reporting and segmentation, are limited to higher-tier plans, which might be a restraint for early-stage businesses.
While Appcues offers insights into product usage and customer behavior, in-depth analytics requires integration with third-party tools like Amplitude or Google Analytics.
Pricing:
Pricing starts at $250/month for 1000 MAUs and goes up to $1000/month for premium features, with all plans billed annually.
There is no monthly pricing available on their website.
4. Userpilot
Userpilot is a no-code SaaS onboarding platform powerful enough to improve product adoption with personalized, data-driven user experiences.
It allows for user segmentation based on demographics, in-app preferences, or behaviors to provide personalized onboarding.
Moreover, it supports multilingual walkthroughs, ensuring that it is inclusive for users across the globe.
It also integrates easily with tools like Google Analytics, Amplitude, Intercom, and Segment to enhance workflow.
Pros:
Product analytics and in-app surveys identify churn triggers, address user pain points, and deliver tailored onboarding experiences to improve retention.
Advanced tracking provides actionable insights into user actions, such as feature adoption and engagement, directly from the dashboard.
Cons:
Some onboarding design elements offer limited customization options, restricting the ability to create fully personalized experiences for brands.
Users have reported missing advanced features, such as A/B testing in basic plans. It can impact flexibility for some businesses that wish to have a complete overview of the customer’s journey.
Pricing:
Pricing starts at $249/month up to 2000 MAUs and goes up to $799/month, both billed annually.
5. UserGuiding
UserGuiding, a no-code platform for easy customer onboarding using customizable checklists, allows you to create a complete user onboarding flow in just 5 minutes!
It's great for businesses and product teams that lack technical knowledge and don’t want to spend on hiring a developer.
This platform promises a fast and efficient onboarding experience along with its add-on features like:
- Product tours
- In-app surveys & NPS
- In-depth analytics
- AI-powered support
- Customization and Segmentation
Pros:
Affordability with customized user flows and ease of use make it a suitable option for businesses of all kinds.
Knowledge bases and in-app surveys enable users to find help easily, reducing customer support needs while boosting customer satisfaction.
Cons:
- The Basic plan has limited active guides, hotspots, and checklists, which might be restrictive for businesses looking to have more powerful onboarding.
Pricing:
The basic plan starts at $69/month while the professional plan starts at $199/month, both billed annually and limited to 1000 MAUs.
6. Guidde
Did you know 65% of customers say video is their favorite way to get to know how to use a product or service?
Guidde is a generative AI platform that helps businesses create stunning video documentation for user onboarding.
All you have to do is record your workflows and the Guidde AI takes care of the rest by creating step-by-step video guides with descriptions and voiceovers from 100 different voices and languages.
Not just onboarding, it also helps you create SOPs, training materials, and how-to guides for your product, HR, or customer support team.
Pros:
It allows you to share videos through direct links or embed them within your platform for broader access.
The platform tracks engagement with real-time performance insights on video tutorials, including views, interactions, and user feedback.
Cons:
- The editing functionalities become restrictive, especially in fine-tuning complex workflows or detailed instructions.
Pricing:
There is a free version available but it is limited to 25 how-to videos. The paid versions range from $16 per creator/month to $35 per creator/month for premium features.
7. Helppier
Helppier makes it simple to onboard new users with engaging product tours and in-app messages, helping them speed up your product in no time.
Whether you are a SaaS provider, a product manager, or part of the support team, Helppier automates your onboarding process, boosts conversions, and improves user retention, all without the need for any complex setups.
And the best part? It comes with various solutions like customer support, marketing, and employee training, all in one place.
Pros:
- It translates instantly into 65 languages.
- Fully customizable templates allow you to launch onboarding flows and tutorials in minutes.
Cons:
- Helppier’s template library simplifies creating onboarding flows, but opting for custom designs can make the interface and experience more complex.
Pricing:
The Standard plan starts at $49/paid monthly, up to 1000 MAUs. It also offers tailor-made plans, considering your requirements and budget.
The best part is that you get 2 months of subscription free if paid annually.
8. Inline Manual
Inline Manual is a powerful platform that guides users using fun, interactive walkthroughs, tooltips, and in-app support, making it easier for your users to understand the ins and outs of your product.
Moreover, features like segmentation and customization allow you to tap into user behavior and tweak features to improve their experience even more.
It also comes as a desirable choice because of its multiple solutions like:
- In-app Marketing
- Employee Onboarding
- Employee training and management
Pros:
Its multilingual support makes it a great choice for global audiences.
The platform’s ability to quickly update content ensures your onboarding stays relevant as your product evolves.
Cons:
- Advanced capabilities like multilingual support, in-app feedback collection, and NPS surveys are not included in the Essentials plan, requiring businesses targeting a global audience or needing these features to opt for a higher-tier plan.
Pricing:
The Essentials plan is priced at $59/month, and the Standard Pro plan starts at $158/month, both supporting up to 250 MAUs.
9. Motion.io
If you’re looking to simplify and accelerate user onboarding for your business, Motion.io is a great tool to consider.
But if you are looking for a tool that combines client communication, customer success, project management, and scalable workflows into a single, intuitive solution, then it’s perfect for you.
Motion.io’s white-labeled portal seamlessly guides your users through every step of the onboarding journey, ensuring a smooth and hassle-free process that keeps customers happy and engaged from day one.
The platform even takes care of repetitive tasks, collects client forms, and manages e-signatures, reducing your team’s workload while enhancing customer satisfaction and loyalty.
Pros:
Businesses using Motion.io find their support team to be very responsive and efficient in terms of communication and personalized support.
It enhances real-time project visibility, integrates with existing tools, and helps businesses scale their operations with ease.
Cons:
With the Essentials plan offering only 20 GB of file storage, businesses handling large client data files may find this restrictive, especially if upgrading to a premium plan isn't feasible.
Upgrading to a custom portal & email-sending domain can be expensive for early-stage companies.
Pricing:
With a 14-day free trial, the platform’s essentials plan comes at $79/month and goes up to $349/ month for the Enterprise plan, when billed monthly.
10. Apty
Around 40-60% of users drop out if there’s an insufficient onboarding process. It’s a major loss that SaaS businesses cannot afford.
Apty helps businesses facing trouble in user adoption and retention by offering contextual in-app guidance so that users can understand and make the most of their systems without feeling overwhelmed.
Moreover, it goes over and above to provide features such as CRM, ERP, project management, and marketing automation to give a 360-degree view of the customer’s experience.
Pros:
Customers using Apty have found its customer support responsive and efficient.
Features are well-designed to enhance user onboarding, making the adoption process smoother and more intuitive.
Cons:
- In-app customer feedback collection is missing, requiring businesses to rely on third-party survey tools for gathering user insights.
Pricing:
Custom pricing is available, based on unique requirements of the business. You can consult their sales department & request a quote.
How to choose the right SaaS onboarding software
With so many choices around- you must be thinking how to pick the right onboarding tool for your business. Here are a few key points to consider:
Scalability and Integration Options: Ensure the tool you choose is compatible with your current tools and can support your business while it scales.
User-Friendliness and Customization: It’s hard to work with difficult software. Choose the one that’s user-friendly for your team and can be customized to fit your needs.
Analytics and Reporting Capabilities: Data is your secret weapon. Make sure to pick software that provides in-depth analytics to track and improve your onboarding processes.
Price and ROI: Compare pricing models and ensure that the tool you choose fits your budget and delivers long-term value.
Conclusion
For any business, an effective onboarding process is critical for user retention and satisfaction.
Choosing the right SaaS onboarding software-one that fits your budget and offers an immersive experience, can make all the difference.
Here’s a bonus tip: Try integrating Mailmodo's interactive emails with your onboarding software. It’s perfect for adding a personal touch while automating important steps.
It makes your user onboarding journey smooth & engaging and ensures you get happier, more loyal customers.
Onboarding users is just the beginning of a long-lasting relationship with them. If you want your business to thrive, make it count.
