25 Best User Onboarding Tools For SaaS Companies
User onboarding tools assist you in developing and delivering information that will assist clients in achieving their objectives.
25 Best User Onboarding Tools For SaaS Companies

Table of Contents

Do you want to make your user onboarding process more efficient and effective? Are you looking for recommendations for user onboarding software that will assist your SaaS company with activation?

We’re often blown away by statistics like this one, which claims that 63% of buyers now research a company’s onboarding process before purchasing a product.

Why is it so surprising to us? Because it seems like only a few years ago, the majority of customers had no idea what user onboarding was. And today, more than half of them have high expectations for it.

This implies that you must put thought into how you onboard new users. Various user onboarding tools are also available to assist.

In this article, you’ll learn about the 22 top user onboarding systems for SaaS organizations.

But shall we begin from the beginning?

What is the purpose of user onboarding software?

Any tools you employ to help customers learn about the different capabilities of your product are referred to as “user onboarding software.” Its goal is to quickly help new consumers comprehend and appreciate the value of utilizing your product.

The final section may be a little perplexing. Why are you moving so quickly? Because the faster a person obtains the value they seek, the more likely they are to stick around and continue to utilize the product.

That’s also the goal of user onboarding in general: to help clients start getting value from a product by employing various tools that guide them through the complexities of your SaaS product.

User onboarding tools assist you in developing and delivering information that will assist clients in achieving their objectives.

As you’ll see in a moment, there are numerous actions that can assist you, onboard users. But, just to give you a taste, these could include: sending emails to new clients to greet them and assist them in getting acquainted with the product.

In-app messages to assist users in quickly setting up and understanding the UI.

User adoption and retention can be boosted using step-by-step walkthroughs, video tutorials, tooltips, and more.

Customers can use self-service features like a knowledge base to quickly discover answers to their inquiries and more.

That moment in SaaS is when a customer sees the benefits and value of your product for the first time.

For In-App Experiences and User Onboarding Tools

1. Hubspot

Hubspot has established itself as one of the most comprehensive CRMs available. Hubspot provides all the functionality you’ll need to build engaging and automated onboarding emails, from collecting leads through embedded forms to designing engaging follow-up sequences. And there’s more.

Multiple features for marketing, sales, and customer engagement are available in the dashboard, allowing you to communicate with both new and existing users. It also works with apps like Outlook, Zoom, and Zapier, so you can quickly set up demo sessions.

The marketing package from Hubspot starts at about $50 per month.

2. Appcues

User onboarding tools from Appcues. Appcues is another user onboarding solution for SaaS products. It’s a no-code solution that lets non-technical teams measure and evaluate product usage, create in-app onboarding features, and conduct customer surveys.

Features
Segmentation of users
Support for multiple languages
Behavior-response messaging is a method of communicating with people based on their actions.
Walkthroughs in text bubbles
Implementation of the survey
Analyzing data
Design without a code

Tooltips, checklists, hotspots, and a launchpad are all available.

Appcues pricing starts at $299 per month for up to 2,500 users when paid monthly, and drops to $249 per month when paid annually. With the same plan and a price increase, you can increase the monthly usage limit.

3. Userflow

Userflow is a user onboarding software that allows you to create custom onboarding checklists and product tours for your product.

Features
No-code, point-and-click, drag-and-drop design.
Any web app can be seamlessly integrated.
Walkthroughs in text bubbles
Segmentation of users
Create step-by-step processes.
NPS and surveys
For your company’s production and staging workflows, multi-environment and version history are available.
Flows and checklists that are completely customizable
Support for multiple languages
a stream with branches
Event tracking and analytics
Pricing begins at $250 per month for up to 3,000 users on a monthly basis.

4. Pendo
Pendo is a product experience platform designed to assist software product teams in providing the greatest possible user experience. You can use Pendo to figure out which features clients use and which ones they ignore, as well as the areas that cause confusion or delight.

Features
Customer segmentation
Pages for entering and exiting
Sessions, digital analytics, event monitoring, and interaction are all things that can be tracked.
Real-time reporting, bespoke reports, and dashboards, as well as retrospective reporting, are all available.
User-level, account-level, and funnel-level product analytics
Customer feedback on the product
App-based instructions
Pricing: A free package with limited features is offered for up to 1,000 monthly users. For paid plans, contact the vendor.

5. Walkme
Walkme is a digital adoption platform that helps you get more people to use your digital assets. Customer onboarding is one of its numerous solutions, and it helps you detect and overcome any frictions or problems that arise during the product adoption process, ensuring smooth user experiences.

Features
Segmentation of users
Support for multiple languages
Messages with a behavior-response
Implementation of the survey
Analyzing data
Walkthroughs in text bubbles
Walkthroughs with audio and video
Steps that are automated
On-screen instructions
For pricing, please contact sales.

6. Hopscotch

Hopscotch is a simple user onboarding tool for SaaS firms that makes creating interactive product tours easier.

Features
Conditional logic for in-app messaging segmentation
Tours of interactive products
Customers will be educated through the use of tooltips.
Campaigns for in-app communications that are scheduled
Use in-app messaging to greet people or provide announcements.
For tech-savvy Hopscotch users, a full browser SDK (software development kit) is available.
Hopscotch’s pricing starts at $99 per month for up to 3,000 monthly customers.
With JavaScript, you can do your own user onboarding.

7. Intro.js

Intro.js is a little JavaScript library that lets you design a step-by-step onboarding process for your customers. This library is free and open-source. You’ll need to get a commercial license if you want to use it for commercial apps, websites, or plugins.

Features
With a weight of only 10 kilobits, it’s a
Customizable
Open-source
AGPL-license
It is free to use for non-commercial purposes. Monthly commercial licenses start at $9.99.

8. Shepherd.js

User onboarding with the Shephed.js library. Shepherd.js is another JS library for generating easy product tours. You can use it to lead users through your app. Essentially, it performs the same functions as Intro.js. The sole difference between Shepherd.js and Intro.js is that Shepherd.js is continually maintained by developers, whereas Intro.js still has unresolved bugs.

9. Wistia

For B2B marketing, Wistia is one of the most popular video hosting services. You can use it to make onboarding movies for new users. It has a customizable player, lead creation tools, analytics, and galleries that may be customized.

Features
Hosting of videos
That player can be completely customized.
CTAs, links, and email gathering are all tools for generating leads.
Automatic SEO benefits.
Channels that can be embedded
Analytics
Streaming live
Pricing: A free plan with three videos and restricted features is offered. Paid plans begin at $99 per month.

10. Vidyard

Vidyard enables recording and sending movies for a variety of applications. You may also gain ideas for your user onboarding films by looking at Vidyard’s onboarding video examples.

Features
Creating and hosting videos
Streaming live
Screen capture
Video storage is limitless.
Calls to action in video format
Common use cases include software demos, client onboarding, new recruit onboarding, employee onboarding, sales outreach, and so on.
Pricing: A free plan with limited functionality is offered. The cost of a paid subscription starts at $15 per month.

11. Helio.app
If you don’t have a consumer base, utilize it to test your new product with them. When you test your product with real people, you may gain incredible insights, but sometimes you just don’t have the consumer base to test it with when you’re launching a new product. Helio.app comes to the rescue here.

The program has a variety of easy-to-use capabilities for generating, optimizing, and modifying tests to achieve the best results. The same feature may be used to test the product with your own group of potential clients.

Helio.app allows you to sign up for a free account to view what they have to offer, and you only have to pay when you want to send out testing. A basic test will cost $199, and if you want to target based on demographics, it will cost twice as much.

12. Loom

Loom was created with the intention of being used for business video messaging. Simply put, it allows you to record your computer’s camera, screen, and camera, or just the desktop screen, and then share the video via a link.

Features
Screen capture
File sharing
Capture of scrolling and mouse movement
Video management
There is a free plan available. Paid plans start at $8 per month.
Sending Triggered Messages During Email Onboarding

13. Customer.io

Customer.io is a marketing automation tool that helps you retain customers by delivering automated emails, push notifications, and SMS messages. You may easily onboard new users by sending them an email.

Features
Integrations (direct and third-party)
Audience segmentation that is more advanced
The ability to view data from individual profiles
Workflow creator that is simple to use.
An API that allows you to make transactions.
Newsletters
Emails that are sent automatically
Data in real-time
content that changes over time.
A/B tests are used to compare two options.
Customer.io’s rates start at $150 per month.

14. Drip

Drip, like Customer.io, automates SMS and email marketing campaigns with triggered messages and customized workflows, making it ideal for email onboarding.

Features
Automated email responses based on behavior
Creating and sending outbound emails
Personalization of emails
content that changes over time.
A/B testing is the process of comparing two options.
sending on a consistent basis
Forms and landing pages
Drip offers a range of pricing options. They differ depending on the number of people on your contact list. The monthly fee for 500 contacts is $19.

15. Auth0

Auth0 allows businesses to give any user secure access to any application. This global authentication and authorization framework is compatible with both web and mobile apps and platforms.

What role does Auth0 play in your user onboarding? Single sign-on solutions from Auth0 can help you increase signup conversions. It will also protect your APIs and prevent unauthorized logins.

Features
Installation on the server is simple.
Enforcement of the Password Policy
Administration Control Panel
Connecting applications is simple.
Self-Service Password Management
Support for a variety of operating systems
Support for many domains
Support for several browsers
User experience with authentication
Reporting
Auditing
It is compatible with all programming languages.
Auth0 is available for free with up to 7,000 active users. Paid plans begin at $23 per month after that.

16. Mixpanel

Mixpanel is a product analytics tool for online and mobile applications that allows you to track products and behavioral user experiences. You may use it to study how consumers engage with your product, spot trends, and make more foolproof product decisions.

Features
Tracking events according to your specifications
Interactive reports and real-time reporting
Alerts and dashboards for teams
The segmentation options are endless.
Keep consumer information safe and secret.
Analytical techniques for groups
It’s free for up to 100K tracked users each month with restricted functionality. Paid plans begin at $25 per month.

17. Hotjar

You’ve probably heard of Hotjar. It gives you insights into how users really interact with your site, allowing you to visualize it, see what they view, and obtain feedback from them, among other things.

Hotjar collects all you need to know about your users’ experiences and interactions with your product, helping you to improve your user onboarding journey.

Features
Heatmaps, replays of sessions, and monitoring
Surveys
Tracking of the mouse and clicks
A/B testing is the process of comparing two options.
Examining mobile devices
Live feedback is available on your website.
A free plan with up to 1,000 page views per month is offered. Hotjar’s plans start at €39 per month.

18. Fullstory

Fullstory is a tool that is similar to Hotjar. Heatmaps and session replays are two tools that both allow you to examine how your customers interact with your product or website.

Features
Real-time monitoring, heatmaps, and session replays
Click tracking, mouse movement, and frustration tracking are all things that can be tracked.
A/B testing, bug tracking, and error tracking.
Identification of the user
There is a 14-day free trial available. For paid plans, contact sales.

19. UserTesting
UserTesting, unlike Hotjar and Fullstory, is a human insight platform that gives a first-person understanding of your product on-demand.

Features
Text/notes, surveys, video snippets, video interviews
Recruitment pool
Analytics
Transcription by computer
For pricing, please contact Sales.
A/B Testing of User Onboarding Tools

20. Optimizely

By executing A/B tests, server-side testing, and multivariate tests, Optimizely improves your conversion rates. It includes AI-powered experimentation and personalization, as well as a full suite of digital experience improvement solutions.

Features
Behavioral and contextual targeting
A/B testing is the process of comparing two options.
Mobile and online are two examples of multichannel marketing.
Geo-fencing triggered emails, and triggered messaging are examples of triggered content.
Recommendation engines, customized discounts, and website customization are all examples of personalized content.
Optimization of conversion rates

21. Heap

Businesses may utilize Heap to analyze user experiences, discover where customers are having problems, and improve the customer experience.

Features
Find out where consumers get stuck in your product and fix broken workflows.
Identify user habits and make product changes to increase conversions, retention, and engagement.
Enhance the functionalities of your SaaS product.
All user data should be captured.
For pricing, please contact sales.

22. Maze

“Maze is a remote testing tool that allows you to test quickly. Maze differs from other user experience platforms in that, unlike most user behavior analytics solutions, it allows you to test your product in a separate test environment. With this testing and prototyping tool, you can put your user onboarding procedure to the test.

Features
Create basic or dynamic custom tests.
Users can take part in tests or surveys.
Prototypes, concepts, and content are all put to the test.
Users should be surveyed.
Price: There is a free plan available. Monthly plans begin at $33 per seat, with two seats included out of the box.
Onboarding Tools to Assist Users

23. Freshdesk

Freshdesk is an omnichannel customer service platform that helps businesses of all sizes provide better customer support. It’s a cloud-based platform that converts requests received by email, chat, online, forms, and social media into tickets that can be resolved through a single channel. You can also use chatbots to automate workflows, monitor SLAs (service level agreements), and provide self-service.

Features
Automated responses, tank you detector, scripted responses, and scenario automation are all part of the ticketing system.
Suggestions for ticket fields are automatically generated.
To manage incoming tickets, the team has an inbox.
Management of SLAs
Chatbots, iOS, and Android apps, and more are all examples of omnichannel customer care.
Pricing: You can choose between support desk and omnichannel options.
Support Desk plans begin at $15 per month, payable annually.
Plans start at $29 per month, payable annually.

24. Zendesk

Zendesk is a customer service platform that lowers costs. Customer service is an important aspect of the user onboarding process. Your new consumers will, understandably, have a lot of questions regarding your service. This is where Zendesk comes into play. Zendesk, like Freshdesk, offers all-in-one customer assistance across all of your channels.

Features
Chatbots and live chat
To allow customers to help themselves, we provide an integrated help center and community forum.
A single agent workspace that is united
There are over 1,000 pre-built connectors available.
system for issuing tickets
Responses that are generated automatically
Management of SLAs
Send an email to the case.
Analytics and reporting.
Zendesk for Service costs $49 per month, payable annually. Zendesk for Sales, on the other hand, costs $19 per user per month, payable annually.

25. Olark

Unlike Zendesk and Freshdesk, Olark offers a single live chat service rather than a suite of customer support features and capabilities. Following the onboarding process, live chat can assist your new customers in resolving their problems and inquiries. It serves as a sort of support leg for user onboarding.

Features
Pre-chat forms can be customized to capture information before a chat begins.
Messages that are sent automatically
Messaging on the go
Convert conversation transcripts and archives into searchable data.
Reports and analytics that are updated in real-time.
Integration with Google Analytics
Olark’s full-featured live chat service is available for $29 per month.

Conclusion
The tool stack you use will always be determined by your product and the level of client awareness. We hope that our selection of tools will assist you in making the best decision possible.

Good luck with your user onboarding!

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