11+ Best Product Onboarding Software Tools

Product onboarding is a crucial process for any business, as it helps new customers or clients understand how to use and get the most value out of a product or service.

In today’s digital age, there is a multitude of product onboarding software options available to help streamline this process and improve the user experience.

In this guide, we will review some of the best product onboarding software tools on the market and discuss the benefits of using them.

What Is The Best Product Onboarding Software Tool?

Here are my top picks of the best product onboarding software tools.

1. WalkMe

WalkMe is a powerful product onboarding tool that offers a range of features to help businesses improve the user experience and increase retention.

Some of the benefits of using WalkMe include the ability to create custom onboarding guides, track user progress, and send personalized notifications.

Pros

• One of the main benefits of using WalkMe is its extensive feature set, which includes a range of options for customizing and optimizing the onboarding process.

Cons

• some users may find the platform to be complex and difficult to navigate.

2. Appcues

Appcues is a user onboarding software that helps businesses create customized in-app experiences for their users.

Some of the features of Appcues include the ability to create interactive walkthroughs, offer personalized guidance, and conduct user testing.

Pros

• Appcues is known for its user-friendly interface and easy-to-use design tools, making it a good option for businesses with limited technical resources.

Cons

• the platform may not be as comprehensive as some of the other options on this list.

3. Userpilot

Userpilot is a product onboarding software that allows businesses to create targeted and personalized onboarding experiences for their users.

Some of the features of Userpilot include the ability to create interactive guides, A/B test different onboarding flows, and track user behavior.

Pros

• Userpilot offers a wide range of customization options and A/B testing capabilities, making it a strong choice for businesses looking to optimize their onboarding process.

Cons

• the platform may be more expensive than some of the other options on this list.

4. Intercom

Intercom is a customer communication platform that also offers product onboarding capabilities.

Some of the features of Intercom’s onboarding tools include the ability to create personalized onboarding messages, offer live chat support, and track user progress.

Pros

Intercom’s customer communication features make it a good choice for businesses looking to provide personalized support during the onboarding process.

Cons

• the platform’s onboarding capabilities may not be as comprehensive as some of the other options on this list.

5. SEON

SEON is a product onboarding software that helps businesses create interactive onboarding experiences for their users.

Pros

• the ability to create personalized guides and tutorials
• track user progress
• and conduct user testing.

6. Proof Pulse

Proof Pulse is a customer feedback and onboarding software that helps businesses collect and analyze user feedback.

Pros

• the ability to create surveys and polls
• track user behavior
• and identify areas for improvement.

7. Vero

Vero is a customer communication and onboarding software that helps businesses create targeted and personalized experiences for their users.

Pros

• the ability to send targeted emails
• track user behavior
• and segment users based on their needs.

8. Optimizely

Optimizely is a product optimization and onboarding software that helps businesses A/B test different onboarding flows and optimize the user experience.

Pros

• the ability to create and analyze user segments
• track user behavior
• and conduct experiments.

9. Heap

Heap is a product analytics and onboarding software that helps businesses track and analyze user behavior.

Pros

• the ability to create custom events
• track user progress
• and conduct user testing.

10. Hotjar

Hotjar is a customer feedback and onboarding software that helps businesses collect and analyze user feedback.

Pros

• the ability to create surveys and polls
• track user behavior
• and identify areas for improvement.

11. Productboard

Productboard is a product management and onboarding software that helps businesses prioritize and build new features based on customer feedback.

Pros

• the ability to create and prioritize customer requests
• track user behavior
• and conduct user testing.

12. Aha!

Aha! is a product management and onboarding software that helps businesses create and track customer journeys.

Pros

• the ability to create customer personas
• track user behavior
• and conduct user testing.

Getting Started with Product Onboarding Software

To get started with product onboarding software, businesses should first identify their goals and needs. This will help them choose the right tool for their business and ensure they get the most value out of the software.

Next, businesses should evaluate the different options on the market and choose the product onboarding software that best meets their needs. Finally, businesses should set up and customize the software to fit their specific onboarding process and start using it to onboard new customers or clients.

It’s also important for businesses to regularly review and optimize their onboarding process to ensure that it is effective and meets the needs of their users.

This may involve updating the onboarding software, adding new features or resources, or making other changes to improve the user experience.

Benefits of Using Product Onboarding Software

Improve customer retention

By providing a clear and intuitive onboarding process, businesses can reduce the frustration and confusion that often leads to customers churning.

Increase efficiency

Product onboarding software can automate many of the manual tasks involved in the onboarding process, saving time and resources.

Enhance the user experience

A well-designed onboarding experience can help new users feel more confident and comfortable with a product, leading to increased satisfaction and loyalty.

Frequently Asked Questions about Product Onboarding Software

Conclusion

Product onboarding software can be a valuable tool for businesses looking to streamline the process of introducing new customers or clients to a product or service.

By providing clear and intuitive guidance, businesses can improve the user experience, increase customer retention, and save time and resources. In this post, we reviewed some of the best product onboarding software options on the market and discussed the pros and cons of each.

Ultimately, a business’s right product onboarding software will depend on its specific needs and goals.