7 top customer onboarding software programs

The right customer onboarding software helps you streamline your processes and improve the overall experience. Without the proper tools, your customer onboarding process may be inconsistent and arduous — but software helps ensure that both your team and your customers get through it easily. 

Here are seven great customer onboarding software options to explore.

1. Jotform

With Jotform, you can use online forms to gather critical details about your customers, organize the information in a table, and send personalized emails based on your customers’ answers. 

This way, you can create individualized customer onboarding experiences, rather than shuffling everyone through a cookie-cutter journey. For example, you can provide advanced users with complex knowledge base articles while offering step-by-step user guides to beginners. 

Here are a few other reasons why Jotform is one of the best customer onboarding software platforms.

2. Appcues

Appcues is a growth platform designed to turn product users into loyal fans. It lets you provide customized onboarding journeys for different customer segments to help everyone find value in your product as quickly as possible. You can also collect Net Promoter Scores (NPS) and qualitative feedback to inform your product decisions and ensure your offering meets customer needs. 

Appcues is an ideal tool for scaling your customer onboarding process as you grow your business.


3. HoneyBook

HoneyBook is client management software for small businesses and comes recommended by Katie McFarlan, CEO of Dakota Design Company, an operations strategy and support firm for interior designers and wedding planners. 

McFarlan notes that HoneyBook is intuitive and easy to use. Going beyond onboarding, it helps businesses manage projects from end to end, including email automations, proposals, invoicing, scheduling, and online payments.


4. Pendo

Pendo helps customers learn how to use the software and seamlessly adopt it for their day-to-day operations. With in-app walkthroughs and targeted messaging, businesses can ensure the onboarding experience provides customers with the details they need to effectively use the product. 

In addition, Pendo’s analytics features enable your product team to understand how customers use the product, so they can make improvements and adjustments to provide an even better user experience.


5. Messagely

Messagely does a lot more than customer onboarding — it’s considered a comprehensive customer communication platform. You can send automated and personalized messages to customers during the onboarding process, sharing knowledge bases, user guides, and more based on powerful customer segmentation. 

Messagely also provides tools for your customer support team, so they can offer customers the help they need to find value from your product as quickly as possible.


6. WalkMe

WalkMe is a good choice if you want to understand how your customers behave while on your website or application and during the onboarding process. 

“It allows a business to embed interactive video tutorials that provide the user with a guided walkthrough of the product,” says Kevin Miller, cofounder and CEO of GR0, a digital marketing agency. “You can then see the viewership and click rates among its analytics features.”  

Understanding user behavior can help businesses improve their customer onboarding processes and the programs they run on. 


7. Nickelled

Nickelled gives your customers an interactive training experience, so they can learn how to use your product more effectively during the customer onboarding process through step-by-step guides and videos. 

This customer onboarding software platform helps you reduce total onboarding time and minimize ticket volumes through streamlined guided tools, in-app callouts, and onsite widgets. Plus, you can check completion and satisfaction scores for each video to learn how helpful your training actually is for your customers — giving you valuable insights to make improvements along the way.

There’s no shortage of customer onboarding software platforms, so it’s a good idea to first outline the needs of your customers and then find a solution that will help you meet their needs head on.


Photo by JESHOOTS.COM on Unsplash

This article is originally published on Dec 22, 2021, and updated on May 17, 2023.

Send Comment:

Jotform Avatar
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.