Imagine this: You’ve created an impressive SaaS tool and are eager to provide your customers with an unforgettable onboarding experience.

It’s no secret that your user onboarding strategy plays a pivotal role in boosting user retention and revenue—so the stakes are high.

We understand that crafting your own onboarding flow can be daunting. Finding the ideal solution can feel like searching for a needle in a haystack, especially with so many platforms boasting similar features.

To save you from endless hours of research, we’ve done the legwork. We’ve compiled a list of the top 24 user onboarding software options across various categories. This curated selection will help you pinpoint the perfect user onboarding tool for your needs, sparing you the hassle of sifting through countless review sites.

If you want to build your first onboarding flow immediately, try Product Fruits for free! ✨

Key Takeaways to consider

• Essential Features for User Onboarding Software:
  • Easy implementation and integration capabilities
  • Personalization and user segmentation options
  • Interactive guidance tools and walkthroughs
  • Comprehensive analytics and tracking
  • Multi-platform compatibility
• Important Considerations:
  • Scalability and long-term pricing structure
  • Security compliance and data protection
  • Integration with existing tools (CRM, analytics, support)
  • Self-service learning capabilities
• Optimization Features:
  • A/B testing capabilities
  • Behavior-based triggers and automation
  • Customization options for different user segments
  • Cross-platform consistency

24 Best User Onboarding Tools for 2025

Let’s explore the various types of user onboarding software available in today’s market, along with the top three user onboarding tools in each category:

1. Interactive Product Tours & Walkthroughs

User Onboarding Tool #1: Product Fruits 🍇

Product Fruits is an all-in-one user onboarding software. Our product offers benefits and features comparable to all the tools mentioned above, while remaining budget-friendly!

Whether you’re looking to create personalized onboarding experiences, educate customers about new updates, send out churn surveys, or analyze the impact of your onboarding efforts—Product Fruits can handle it all! 🚀

Let me demonstrate how we help SaaS companies excel at onboarding:

Harness our AI-powered product tours and interactive walkthroughs: Instead of manually crafting the perfect user onboarding experience, let AI do the heavy lifting—from event flows to copy!

Use hints, hotspots, and the Life Ring Button to reduce support queries by helping users instantly access tours, tutorials, and support articles right where they need them.

In-app announcements: Drive feature adoption by keeping your customers in the loop about your latest product updates.

Trigger custom events: Create user segments and launch flows based on specific events in real-time and easily guide users through your tool.

In-app surveys and Feedback Widget: Ask the right user onboarding questions, get instant feedback on your product, and reduce customer churn by resolving user issues. 

No code knowledge base: Create a library of product content and give users everything they need in a few clicks

And it’s not just us; we have 100+ customers and solid testimonials across G2 to back us up!

Pros

• Personalize your user onboarding flows with our custom branding options on the go.
• WYSIWYG editor that’s perfect for non-technical users.
• Ready-to-use templates are available for prominent use cases.
• Tailor onboarding journeys for both mobile and web across multiple browsers.

Cons

• Product Fruits currently doesn’t offer in-depth product analytics unless integrated with an analytics panel. Fortunately, we have a wide variety of integration options so you can get a complete view of your metrics.

Pricing

Our pricing starts from $79/mo, but if you’re an enterprise – we can tailor our pricing based on your unique requirements. Visit our pricing page for more details.

🍇Ready to give us a shot? Create your first user onboarding flow now!

User Onboarding Tool #2: Userpilot

Userpilot is an all-in-one platform that helps businesses increase product adoption through powerful in-app experiences, actionable product analytics, and user feedback. Combining product analytics, in-app engagement, and in-app surveys helps SaaS companies improve user engagement, drive product adoption, and enhance customer experience.

Features

• You can create personalized experiences based on user behavior, ensuring users get relevant messages at the appropriate time.
• It helps teams track and optimize the onboarding experience by providing insights into user engagement and feature adoption.

Pros

• It is easy to create and modify onboarding content with its no-code approach.
• It provides a seamless system to engage users directly within the app.

Cons

• Despite being a no-code tool, it has a steep learning curve for new users, and the numerous settings and customization options can be overwhelming at first.
• It is more expensive for smaller teams or startups due to its tiered pricing structure.

Pricing

Userpilot offers three paid plans starting from $249/month.

User Onboarding Tool #3: Userlane

Userlane makes software applications easy to use by guiding people through processes in real time while offering on-demand support within the app directly. Its interactive guide leads users through a step-by-step workflow within the app, ensuring they can learn by doing even without prior training.

Features

• It is a great fit for global companies looking to onboard in different regions, as it offers guides in multiple languages.
• It is adaptable to a wide range of business tools as it easily integrates with other software platforms.

Pros

• Creating interactive guides does not require coding, so they are accessible to teams without prior technical skills.
• It provides multi-language support for diverse teams, making it ideal for scaling onboarding processes as the user base grows.

Cons

• Although it provides walkthroughs, customization options are more limited than other tools.
• Guide building can be time-consuming and requires constant maintenance.

Pricing

Userlane doesn’t list its pricing; hence, you’ll need to contact its sales team to obtain it. A free trial is available. 

💡Also read: Userlane Alternatives: User reviews & considerations for the best fit [2024]

2. In-app Onboarding Software

Product Fruits

With Product Fruits, you can create in-app messages to effectively onboard new users. Whether you’re announcing a new feature or promoting an event, you can target specific user personas with tailored in-app announcements. Product Fruits offers various elements for announcing events and updates, including newsfeeds, banners, popups, life ring buttons, user onboarding checklists, tours, and walkthroughs. To help overcome writer’s block, all these elements can be created with the assistance of AI.

🍇Find out how Keboola accelerated its user onboarding by 29% 

User Onboarding Tool #4: Appcues

With Appcues, you can create personalized and engaging onboarding experiences without the need for coding. It is mainly suited for companies looking for a high level of customization and flexibility without involving their development team.

Features

• With its intuitive drag-and-drop interface, creating onboarding flows, tooltips, and surveys is easier than ever without technical expertise.
• It enables businesses to test different onboarding flows and messages.

Pros

• The system is easy to use and implement, which makes setting up things like flows and modals super quick and simple.
• It integrates and works very well with a variety of different platforms, enhancing its flexibility.

Cons

• Despite the user-friendly interface, its advanced features require technical skills.
• More pre-built templates would help us be more creative and save time on setup.

💡Also read: Appcues alternatives: user reviews & considerations to find your best fit 

Pricing

Appcues offers three tiers, starting from $249/month.

User Onboarding Tool #5: Whatfix

Whatfix’s advanced application technology empowers businesses to maximize the ROI of digital investments across the application lifecycle. Its product suite includes a digital adoption platform that helps businesses onboard users, train employees, and improve software adoption through interactive in-app guides and tutorials. The platform enables users with in-app guidance, on-demand user support, and customer contextual messages.

Features

• It offers robust analytics to track user behavior and engagement helping companies optimize the onboarding process based on real-time data.
• It works across different platforms and devices, ensuring a consistent user experience, whether on desktop or mobile.

Pros

• It helps in measuring training success and providing feedback to development teams.
• Provides responsive customer support in various languages for global users and teams.

Cons

• The platform can be complex to master, especially for teams unfamiliar with digital adoption tools for non-technical users.
• The product and analytics are not always intuitive, often requiring help from CSS.

Pricing

Whatfix doesn’t list its pricing online and only provides custom quotes on request. A free trial is available.

Further reading: 8 Best Whatfix Alternatives and Competitors: An Honest Review

User Onboarding Tool #6: Pendo

Pendo is a versatile user onboarding platform that allows product teams to create in-app guides and interactive tours and measure feature adoption. With Pendo, businesses can minimize the time their customer success teams spend training new users with their products.

Features

• Its AI-powered feature automates guide creation, which analyzes user journeys and offers insights to enhance the product experience.
• It allows users to collect customer feedback through in-app NPS surveys, helping businesses understand user sentiment and areas of improvement. 

Pros

• Optimizes user behaviors by centralizing your qualitative, quantitative, and visual data.
• Scales customer communications in-app and translates content in 75+ languages.

Cons

• Users find it challenging to onboard new people due to the continuous addition of new features.
• Although it has a user-friendly interface, customizing it to suit business needs can be complex, especially for users who are new to analytics platforms.

Pricing

You’ll need to contact them directly to obtain the pricing. 

Further reading: 8 Best Whatfix Alternatives and Competitors: An Honest Review

3. Email Onboarding Software

In this review, we explore three different email onboarding solutions: ActiveCampaign, Customer.io, and Mailchimp. Read through the descriptions to find the solution that best fits your team’s expectations and the goals you are trying to achieve.

User Onboarding Tool #7: ActiveCampaign

ActiveCampaign is a robust marketing automation platform known for:

• powerful email marketing,
• CRM
• and sales automation tools.

It is an all-in-one solution for creating and automating customized CX that grows your business.

Features

• Its email designer with 250+ pre-made templates and advanced segmentation makes it easy to send emails seamlessly and effectively.
• Its built-in CRM enables the sales teams to
  • automate workflows
  • track leads,
  • manage deals,
  • gain real-time insights into customer interactions. 

Pros

• Seamlessly automates emails, sales, and customer journeys.
• Allows users to build tailored automation workflows with ease.

Further read: Best User Onboarding Automation Tools

Cons

• It has a steep learning curve, making it overwhelming for beginners due to its advanced features. 
• Features like predictive content and in-depth data analytics are only available at higher-priced subscriptions. 

Pricing

ActiveCampaign has 4 pricing editions. A free trial of ActiveCampaign is also available!

User Onboarding Tool #8: Customer.io

Customer.io is a leading customer engagement platform designed for sending automated, targeted messages to customers across multiple channels fueled by first-party data. It is commonly used for behavior-driven campaigns, helping businesses engage customers immediately.

Features

• Customer.io moves real-time data from source to destination and creates campaigns based on unlimited profile attributes, events, or actions.
• You can segment your audience based on specific user behavior, attributes, or events and send tailored messages to improve engagement and retention.

Pros

• Moves real-time and relevant customer data from A to B with API calls and webhooks.
• It confidently connects to the databases and applications you use daily, from data warehouses to analytics tools.

Cons

• Fewer built-in templates compared to others, making design customization manual.
• Emails cannot be saved as templates through drag-and-drop, and segments cannot be created based on a user’s inclusion in other segments to avoid re-adding attributes due to overlap.

Pricing

Customer.io has 3 pricing plans. A free trial of Customer.io is also available.

User Onboarding Tool #9: MailChimp

Mailchimp is a widely used marketing platform known for its user-friendly email marketing tools, automation features, and integration.  It automates marketing processes like welcome emails, onboarding, abandoned cart reminders, and follow-ups, allowing businesses to engage with users at key moments without manual involvement.

Features

• Mailchimp uses generative AI to automate manual marketing tasks, such as writing a first draft or visualizing data.
• It provides detailed reports on email performances, including open rates, click-through rates, and A/B testing results, helping users optimize their campaigns.

Pros

• Dynamically personalizing emails based on browsing and purchase data can boost orders and customer lifetime value.
• It can target customers with advanced logic like spending amounts, buying behavior, and predicted attributes.

Cons

• Some advanced features, like segmentation and reporting, are locked behind higher-priced plans.
• Sometimes, templates are not as customizable as users would want, and certain text blocks and button copy block placements may be a bit rigid.

Pricing

Mailchimp has 4 pricing editions. A free trial is also available.

Further reading: 💡Learn how to write the perfect onboarding emails 

4. Video Onboarding Software 

#10: Trainn

Trainn is a customer education and product training platform that helps businesses create interactive video tutorials, product walkthroughs, and onboarding materials to improve user experience and product adoption. You can record your screen, edit, and publish product videos with AI voiceovers in 20+ languages, automated zooms, and spotlights.

Features:

• Simple no-code interface for creating interactive tutorials and product guides.
• It allows businesses to create step-by-step video guides and product walkthroughs that can be embedded directly into apps or websites or sent via email.

Pros:

• Drive adoption at scale with unique onboarding experiences tailored to your customer’s role, team, and company needs.
• Use advanced video and learner analytics to identify, track, and improve your customer training program.

Cons:

1.  The video quality aspects could be more seamless and their dashboard can be improved to make it easier to visualize.
2. May lack some advanced automation or personalization features found in more comprehensive LMS.

Pricing:

Trainn offers a free trial, and pricing begins from $49/month.

#11: Loom 

Loom is a video messaging and screen recording tool that allows users to capture and share videos quickly, making it popular for remote work, tutorials, and team collaboration. It is widely used to explain complex concepts, share product demos, and provide feedback.

Features:

• Loom enables users to record their screens, webcam, or both, making it easy to create instructional videos, product demos, or messages for teams or customers.
• Loom provides insights into viewer activity, such as who watched the video and how much of it they have watched, which helps track engagement and follow-up.

Pros:

• A simple interface allows you to record and share videos in seconds without a complex setup. The interface is instantly accessible via a link, making it easy to distribute content.
• Loom videos seamlessly integrate with hundreds of tools you use every day, from Google Workspace to Slack.

Cons:

• The platform is sometimes slow when processing videos and often redirects to the Loom page after the countdown, which can be confusing for new users.
• Free Loom users are subject to storage limits for their videos, requiring an update for heavier usage.

Pricing:

Loom has 3 pricing editions. A free trial of Loom is also available.

#12: Clueso

Clueso is a customer education software that allows your customer success team to create and share user onboarding videos. It also auto-generates step-by-step guides to upload to your help centers.

Key Features:

• Turn static images into AI-generated videos
• Build an SEO-optimized knowledge base
  

Pros

• Multiple use cases for each function in the organization
• Robust video editing features to personalize videos 

Cons

• Clueso is a relatively new tool on the market, so some features may still be missing.
• The AI voiceover feature doesn’t always accurately capture users’ voices; which may lead to more editing. 

Source: G2

Pricing

The pricing isn’t currently available on their website. You can contact their sales team for more information.

5.  User Feedback Tools

#13: Typeform

Typeform is a uniquely innovative form builder that helps businesses collect the data they need with forms, surveys, and quizzes people enjoy. It is known for its conversational approach, filling out forms and surveys effortless to fill out.

Features:

• Users can choose from a wide variety of templates to create their own forms, quizzes, and surveys with customizable layouts, themes, and branding to fit the content to their style.
• Typeform integrates with many essential tools for smooth data processing, analytics, and automation, driving over 500 million responses annually.

 Pros:

• The conversational format leads to higher engagement and completion rates.
• Intuitive interface that allows anyone to create forms and surveys without technical expertise.

Cons:

• While it is great for simple and engaging forms, Typeform may struggle with complex data entry and logic-heavy forms.
• Advanced features and analytics are capped unless you upgrade to higher-tier pricing plans.

Pricing:

Typeform has 3 pricing editions. A free trial of Typeform is also available.

#14: SurveyMonkey

SurveyMonkey is a popular online survey platform that allows users to create, distribute,and analyze surveys to gather feedback, conduct research, or measure customer satisfaction. It is widely used across industries due to its simplicity, robust analytics, and variety of features.

Features:

• SurveyMonkey offers an easy-to-use interface with customizable templates for different types of surveys. 
• Provides real-time data analytics and reporting tools, allowing users to track responses, filter results, and generate insights. 

Pros:

• Intuitive design makes it simple for beginners to create and distribute surveys.
• A wide range of pre-built templates for various industries and purposes. 

Cons:

• Some of the more advanced features and detailed analytics are only available in higher-tier plans, which can be expensive
• Design options may be less flexible compared to other form-building tools.

Pricing:

SurveyMonkey doesn’t list its pricing. Hence, you’ll need to contact its sales team.

#15: Survicate

Survicate is a customer feedback and survey tool designed to help businesses gather insights from their users through targeted surveys. These surveys are conducted across various channels, such as websites, mobile apps, and emails. It is known for its ease of use and powerful integration for customer experience management. 

Features:

• It offers survey templates for popular metrics like NPS, CSAT, and CES and allows users to create fully customized surveys for more specific feedback. 
• It allows users to create and implement targeted surveys on websites and within the apps, enabling businesses to collect feedback in real time.

Pros:

• Integrates with all essential tools for seamless data transfer and workflow automation.
• Captures insights through targeted, real-time surveys on websites, apps, or via email.

Cons:

• Even on paid plans, there can be restrictions on the number of survey responses, which may not be ideal for businesses with high-volume feedback needs.
• It lacks advanced functionality and does not provide feedback forums or updates about new features to its users.

Pricing:

Survicate has 5 pricing editions as follows:

6. User Behaviour and Analytics Software

#16: Mixpanel

Mixpanel is an excellent tool that focuses mainly on product usage and user behavior analytics, making it ideal for designing onboarding flows. This tool is useful for businesses that need data to drive product development and user onboarding. Due to its product focus, Mixpanel helps businesses understand all aspects of user behavior, from app engagement to conversion and drop-off data to retention. 

Features:

• Users can segment audiences and run cohort analyses to understand how different groups of users engage with the product over time.
• Mixpanel includes A/B testing features that allow businesses to experiment with different versions of their products or marketing efforts.

Pros:

• Real-time tracking of user events across different platforms provides in-depth behavioral insights.
• Allows users to build and analyze conversion funnels to identify drop-offs and improve user experience.

Cons:

• The platform’s powerful features and analytics may overwhelm beginners or small teams with less technical expertise.
• The pricing model is based on the number of tracked events, which may be expensive for businesses with heavy usage or event triggers.

 

Pricing:

Mixpanel has 3 pricing editions.

#17: Hotjar

Hotjar is a behavior analytics and user feedback tool designed to help businesses understand how users interact with their websites through heatmaps, session recordings, surveys, and feedback polls.

Features:

• Hotjar visualizes where users click, scroll, and move on a webpage.
• The platform records user sessions, allowing businesses to watch how users navigate through the website in real-time.

Pros:

• Simple to install and get started with, requiring just a small code snippet on your side.
• On-site surveys and feedback polls offer direct insights from users.

Cons:

• Unlike some competitors, Hotjar lacks built-in A/B testing features, requiring integration with other tools for integration.
• It raises privacy concerns by recording user sessions and lacks real-time data, preventing prompt issue resolution.

Pricing:

Hotjar offers custom pricing based on the user’s needs. The pricing plan begins at $32/month.

#18: Amplitude

Amplitude is the Digital Analytics Platform used by leading brands and teams to understand and personalize digital products and optimize business value. It helps answer critical questions about user navigation, feature engagement, and long-term user retention.

Features:

• Amplitude provides detailed funnel analysis to track user progression and pinpoint where users drop off.
• Its analytics solution for modern product and growth teams offers real-time analytics, cross-platform tracking, behavioral analytics, and enterprise-level security and customer support.

Pros:

• Intuitive dashboards and data visualization tools make it easy to interpret complex data.
• Built to handle a high volume of data and large-scale product tracking.

Cons:

• Its strong features may confuse users without a strong background in data analytics.
• It lacks built-in A/B testing features, though it integrates with experimentation tools.

Pricing:

Amplitude has 3 pricing plans with a free trial

7. Knowledge Base Software

#19: HelpScout

Help Scout is a customer service platform designed to help businesses manage customer support through email, live chat, and a self-service knowledge base. It is quick to set up, with a user-friendly interface, and allows teams to manage all support interactions in one unified platform.

Features:

• Help Scout’s shared inbox allows teams to collaborate on customer support emails, ensuring no request is overlooked.
• It offers a live chat feature called Beacon, which allows customers to chat in real time with the support teams.

Pros:

• Clean and intuitive UI that makes it easy for support teams to manage customer interactions.
• Focuses on delivering personalized support while maintaining efficiency, making it ideal for small and medium-sized businesses.

Cons:

• The reporting features are useful but may lack the depth needed for larger teams or more complex analytic needs.
• The inbox UI could be improved for a better experience, and more knowledge base templates or designs can be added, as there is only one available currently.

Pricing:

Help Scout has 3 pricing editions. A free trial of Help Scout is also available.

 #20: Notion

Notion is an all-in-one workspace tool designed for note-taking, task management, project collaboration, and knowledge sharing. It is known for its versatility, allowing users to build databases, wikis, and more using a flexible block-based system.

Features:

• Users can create pages and templates tailored to their needs, whether for a to-do list, meeting notes, project management board, or knowledge base.
• Notion supports real-time collaboration, where team members can co-edit documents, leave comments, and manage tasks together.

Pros:

• Works seamlessly across devices, including desktop, mobile, and web browsers, ensuring easy access to content.
• It offers real-time editing and commenting capabilities, which facilitates teamwork and project progress.

Cons:

• While Notion is easy to use for basic tasks, mastering more advanced functions, such as databases and relations, can be challenging. 
• Offline functionality is limited, and real-time collaboration and syncing can be disturbed without an internet connection. 

Pricing:

Notion has 5 pricing editions. A free trial of Notion is also available.

#21: Document 360 

Document360 is a knowledge-based software designed to help businesses create, organize, and manage internal and external documentation. The platform is favored for its robust documentation capabilities and ease of use, making it ideal for companies that need a structured knowledge base for support and data sharing. 

Features:

• The platform offers versioning capabilities, enabling teams to track changes, manage multiple versions of articles, and roll back to previous versions if required. 
• Built-in analytics tools provide insights into how the knowledge base is getting used, like what users are searching for, what articles are popular, and where improvements can be made.

Pros:

• Users can categorize content, add tags, and ensure easy navigation for readers.
• It supports collaboration among multiple authors with features like commenting, team management, and role-based access controls.

Cons:

• It does not have a dedicated mobile app, which might make on-the-go access or editing more cumbersome. 
• The lower-tier plans have restrictions on customization and certain features. 

Pricing:

Document360 has 5 pricing editions. A free trial is also available.

8. Customer Helpdesk Software

#22: Intercom

Intercom is an AI-first customer service platform that enhances the customer experience, improves operational efficiency, and scales with your business at every step. Customers get instant support from an AI agent, agents get instant answers from an AI copilot, and support leaders get instant AI insights.

Features:

• The AI Chatbot provides accurate and instant responses to most questions 24/7. Only complex interactions transition to tickets.
• AI Copilot is connected to all data and systems, providing real-time information.
• AI Insights provides a holistic view across 100% of conversations proactively, with suggested areas of improvement.

Pros:

• Intuitive and user-friendly interface, making it easy to navigate and manage multiple conversations at once.
• Useful and clean product walkthrough features and easy-to-build help desk articles.

Cons:

• The Conversations report does not display all received chats within a specific time frame and includes links to each conversation. 
• The search functionality needs improvement as the chats are not always sorted properly by date, making it harder to find the correct conversation.

Pricing:

Intercom has 5 pricing editions. A free trial of Intercom is also available.

#23: Hiver

Hiver is a customer service tool directly built into Gmail. It allows teams to manage shared inboxes, collaborate, and provide customer support without leaving their email. 

Features:

• Hiver allows teams to manage shared email accounts directly from Gmail. Emails can be assigned to team members, and conversations can be tracked and managed. 
• Hiver offers automation features like auto-assigned rules, email tagging, and workflows to streamline repetitive task handling.

Pros:

• Internal notes, task assignments, and email status updates make team collaboration easy.
• For teams already familiar with Gmail, using Hiver is straightforward and does not require extensive training. 

Cons:

• Hiver doesn’t offer built-in live chat, knowledge bases, or phone support, requiring integrations or separate tools for those needs. 
• You cannot assign multiple people to an email, especially for items that require input from several team members.

Pricing:

Hiver has 4 pricing editions. A free trial of Hiver is also available.

#24: Zendesk 

Zendesk is one of the leading customer support platforms, providing businesses with a suite of tools. These tools can be useful for managing customer service, support, and engagement across multiple channels, including email, live chat, social media, and phone. 

Features:

• The platform includes a powerful ticketing system that organizes and prioritizes customer queries, allowing teams to track and respond efficiently.
• It offers advanced automation and workflow features, such as auto-routing, tagging, and escalation rules, ensuring that the right agents handle tickets on time. 

Pros:

• Offers in-depth reporting tools that provide insights into team performance, ticket volume, and customer satisfaction. 
• It is highly customizable, allowing businesses to adapt the platform to their specific needs with various integrations and API support.

Cons:

• Zendesk’s wide range of features may be confusing to new users, and fully utilizing its capabilities requires training and time.
• The interface may feel cluttered, especially for agents handling many tickets across multiple channels, which can affect efficiency.

Pricing:

Pricing is unavailable on the website.

What is User Onboarding Software?

User onboarding software is a specialized tool designed to guide new users through the initial experience of a product or service, ensuring they quickly understand its value and how to use it effectively. It helps businesses reduce churn, improve engagement, and accelerate user adoption by providing step-by-step guidance, in-app tutorials, tooltips, checklists, and interactive walkthroughs.

What Does User Onboarding Software Do?

User onboarding software guides new users through the initial stages of using a product or service, ensuring they quickly understand its core features and experience value. Its primary goal is to help users become familiar with the product, understand its features, and engage with it effectively, leading to increased adoption and long-term retention.

Key Factors to Consider When Choosing User Onboarding Software

1. Ease of Implementation & Integration

The software should be easy to set up without heavy engineering support. If your team lacks coding expertise, a no-code or low-code solution is ideal. It should also integrate smoothly with tools like CRM (HubSpot, Salesforce), analytics (Google Analytics, Mixpanel), and support platforms (Intercom, Zendesk).

2. Personalization & User Segmentation

A good onboarding tool should allow custom experiences based on user roles, industries, or behaviors. Behavior-based triggers help tailor content to users’ needs, ensuring they see relevant guidance at the right time.

3. Interactive Walkthroughs & Guidance

Look for features like product tours, tooltips, checklists, and progress bars. These elements guide users step by step and help them complete key actions without frustration.

4. Analytics & Tracking

Choose software that provides real-time data on user engagement, drop-off points, and onboarding completion rates. Analytics help identify friction points and improve onboarding effectiveness over time.

5. Multi-Platform Support

If you have a web app, mobile app, or desktop software, ensure the onboarding tool supports all necessary platforms. Consistency across devices enhances the user experience.

6. Self-Service Learning & Help Centers

Some users prefer self-paced learning. Embedded FAQs, video tutorials, and chatbots can provide instant answers, reducing dependency on customer support.

7. Automation & Behavior-Based Triggers

Look for automation features like personalized email sequences, in-app nudges, and contextual tooltips that trigger based on user actions. These help users stay engaged and progress smoothly.

8. A/B Testing & Optimization

Onboarding isn’t a one-time setup—it needs continuous improvement. A tool with A/B testing and experimentation capabilities allows you to test different approaches and refine the onboarding experience.

9. Scalability & Pricing

As your product and user base grow, your onboarding software should scale with you. Consider pricing models—does it charge per user, per feature, or per engagement? Ensure it fits your long-term needs.

10. Security & Compliance

If you handle sensitive user data, verify that the software complies with GDPR, SOC 2, HIPAA, or other industry standards. Security is crucial, especially for enterprise users.

Key Features to Look for in User Onboarding Software

Before we explain each product’s features and benefits, let’s have a look at what you must consider before investing:

Customization and personalization options

Tailor your onboarding experiences to individual user segments. These experiences can be based on various flows according to experience levels, user roles, or goals. Personalization increases customer satisfaction by helping them reach their “aha moment” quickly.

💡Check out our list of 10 Best Tips to improve user onboarding  

Integration with CRM and customer support systems

Integration allows you to seamlessly sync user data, track interactions, and provide customized experiences based on customer profiles. Select a platform that helps you to manage your data easily without all the tool-switching.

User analytics and tracking features

Choose a tool that provides insights into how users interact with the product during onboarding. Analyzing these metrics helps businesses identify areas where users need assistance, optimize the onboarding flow, and personalize further for better results.

Interactive guides, walkthroughs, and tooltips

An interactive guide is like a GPS for your product, helping customers navigate your platform without hassle. It provides real-time assistance to users, reducing confusion and fast-tracking product adoption.

Multi-device/platform support

Users should easily access the onboarding process across various devices, such as tablets, desktops, and smartphones. The onboarding experience should remain consistent and optimized for each platform, whether the user is using a different operating system or switching between devices.