Imagine you have an amazing product that is designed to provide numerous useful features to help businesses optimize their operations and drive success. However, your customers are struggling to onboarding your platform or the process is too lengthy that new signups usually give up and start looking for an alternative. 

This is a major issue that can cause serious concerns for your company because even after building a revolutionary solution, you are unable to convert potential leads into paying customers. 

What is the resolution? An onboarding tool that helps you create tailored onboarding flows and journeys to ensure a smooth welcoming process for new users. 

Having said that, choosing the correct onboarding software can be a hassle and will cost you valuable time as figuring out which features you need will require comprehensive market research. 

So, to make it easy for you, I have compiled a list of the 17 best SaaS onboarding solutions, saving you the effort of going through countless pages on the internet. 

17 best SaaS onboarding solutions 

Here are some of the best onboarding platforms for you to streamline the onboarding process for new customers and bring them up to speed regarding your product plus how they can make the most of it. 

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Helloz

Helloz is an AI-driven solution that offers a seamless experience to enhance your SaaS onboarding using tailored onboarding journeys and live interactions with the help of practical analytical data. It allows you to craft personalized interactions based on written and voiced guides.

Furthermore, these journeys can be tailored to match different use cases, allowing you to accommodate all kinds of users. Plus, you can encourage customers to take action during the signup process. For example, setting up the account or adding relevant information to the solution, thereby providing a seamless onboarding experience.

Pricing

Helloz is a relatively new platform compared to other solutions mentioned in this list. However, that does not mean it is anywhere less than them. Join the waitlist by visiting this page and stay on the lookout for this AI-powered onboarding software, lowering your churn rates and delivering quality service right from the get-go.

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Whatfix

Whatfix is one of the most popular digital adoption solutions, built to let you effectively manage signups and restrict churn rates with a frictionless onboarding process. 

The platform allows your customer support staff to properly onboard, guide, retain, and streamline your products or services with no need to have any technical know-how. Whatfix lets you create a tailored user adoption framework using web languages like HTML, CSS, or JavaScript.

Additionally, it offers you robust reporting features to know how your efforts to seamlessly onboard customers are going. It tells you whether there is any friction between any onboarding steps and helps you learn how exactly customers are interacting with your offerings.

Pricing

Whatfix doesn’t offer straightforward pricing information on its website. However, you can compare its plans and the features included within them on the pricing page. To get an idea about the actual cost of using the software, you will have to reach out to its sales team by filling out a form.

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Userflow

In the SaaS industry, as the name suggests, you commonly offer your applications or software as a service to the customers. So, most of your onboarding process revolves around building product walkthroughs and guides to inform new customers about the capabilities of your platform. And this is what Userflow allows you to do. 

With it, you can constantly improve your onboarding via real-time insights, making sure your customers get the necessary assistance to maximize your product.

Pricing

Userflow offers three paid plans that you can choose from depending on the onboarding requirements, These are as follows:

• Startup - $240 per month, billed annually
• Pro - $680 per month, billed annually
• Enterprise - Custom pricing based on your needs.

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Intro.js

Intro.js, one of the known JavaScript libraries, is designed to create in-depth engaging guides and features for your web-based software. 

In essence, it shows an overlay to sequentially emphasize various elements of your web pages or product features. You can also incorporate progress indicators to depict the length of the onboarding process and what steps need to be taken.

Although Intro.js provides useful features to monitor your onboarding process, it’s a platform that requires considerable coding knowledge. Additionally, it’s a lean tool that lacks built-in features for tracking user behavior, handling accounts, or enhancing your onboarding process with multimedia content like videos.

Pricing

Unlike other platforms that change monthly, IntroJS offers lifetime plans, where you have to pay a one-time license fee to use the solution. These plans are:

• Starter - $9.99/lifetime
• Business - $49.99/lifetime
• Premium - $299.99/lifetime

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Helppier

Helppier is software, specifically built for getting new users up to speed. It allows you to build a range of guides, deliver welcome messages, and arrange onboarding tours to introduce users to your app. On top of that, it lets you send in-app notifications to tell customers what to do within the software, resulting in better usage and customer retention.

Pricing

Helppier’s pricing depends on the number of users you have. The Standard plan starts at $49/ month for 1,000 users. You can get up to 50,000 users at $299/month and if you have more than 50,000 users, you will have to talk to the sales team for tailored pricing.

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UserGuiding

As the name suggests, UserGuiding is an onboarding tool crafted to assist you in guiding new customers through your product, showcasing useful features, and enabling customers to easily onboard themselves without needing any external help. 

With UserGuiding, you can build product tours and direct users to support resources. In addition to creating in-app onboarding flows for user communication, it includes features such as tracking interest points, objective monitoring, and reports.

Pricing

Similar to Helppier, UserGuiding’s pricing varies based on the number of your active monthly users. If you have 2,500 users every month, then the pricing for its plans are:

• Basic - $89/month
• Professional - $249/month
• Corporate - Personalized cost

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Chameleon

Chameleon is a leading digital adoption platform (DAP) equipped with extensive capabilities for creating onboarding tours, obtaining feedback via microsurveys, and providing in-app tooltips for a better customer experience. With its streamlined and contemporary design, Chameleon delivers powerful functionalities for streamlined user onboarding. 

So, if you are looking for a dedicated tool to enhance user experience and complete software with the ability to handle various aspects of onboarding and guiding, then Chameleon is the one for you.

Pricing

You can start using the platform for free and take advantage of basic onboarding functionalities like help center integrations and AI-powered customer query resolution. The paid plans start at $279/month for the Startup and $1500/month for the Growth one. The pricing of these plans depends on the number of your monthly users. 

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Appcues

Appcues focuses on user onboarding by providing interactive in-app notifications, welcome tips using popups, and product tours to new signups. You can use it to create personalized onboarding experiences without requiring deep coding expertise.

The platform's intuitive UI and robust customization capabilities allow you to easily build workflows that are both interactive and informational for onboarding customers. Moreover, its reporting dashboards offer insights into the success of your onboarding strategies and highlight where future optimization is required.

Pricing

Like other solutions in this list, Appcues lets you choose from three plans that are as follows:

• Essentials - starting at $249/month 
• Growth - costing $879/month
• Enterprise - custom option for large organizations

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Dock

Dock is a platform that allows you to create a seamless onboarding process independently of your app or software. It enables you to gather all your onboarding materials, such as projects, Kanban boards, checklists, demonstrations, and video tutorials into a customized workspace tailored for each of your users. Also, with its predefined flow templates, you can quickly begin building a custom workspace with just a few clicks whenever a user signs up to your platform.

Pricing

Dock provides a Free plan to check out the platform. Once you have decided that you want to go with Dock, you can upgrade to a premium version at $49/member/month. For advanced features and better capabilities, you can also go for the Enterprise plans and enjoy custom pricing based on your needs. 

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HelpHero

HelpHero serves as a platform that allows you to integrate tours, processes, and popups into your app without the need for coding. Using the solution, you can guide customers through your product with step-wise checklists and monitor which components and help articles customers interact with reporting panels.

Pricing

HelpHero’s pricing is strictly based on the number of active monthly users that sign up to your platform. The plans start at $550/year for up to 1,000 users and go up to $2,990/year for 20,000 users. 

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Pendo

Pendo is a versatile tool that helps you shape and enhance the entire user experience while boosting the adoption rates of your platform. It allows you to craft in-app notifications, functionality tours, and user guides using the data gathered from user feedback and engagement.

While Pendo’s strength lies in its wide array of features, this could also be seen as a drawback. The platform has a steep learning curve and presents an overwhelming number of options, something that might take new users a lot of time to understand and use effectively.

Pricing

Pendo has also based its pricing on monthly user counts and it offers five payment plans with varying levels of features. However, the pricing information for these plans is not available on Pendo’s website. You will need to get in touch with its sales team for more details. 

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Arrows

Arrows is a platform designed for collective onboarding that assists you in expanding your onboarding processes by boosting interaction and ensuring onboarding activities are finished on time. 

You can integrate it with a CRM like HubSpot to autopilot your onboarding flows and get analytical insights to further optimize your onboarding efforts. 

Being a collaborative solution in nature, it lets you include various team members in the onboarding journey, making sure that each department is on the same page and aiming to achieve common objectives.

Pricing

Arrows offers a similar kind of pricing structure where the plans evolve based on the number of users. The Starter plan starts at $300 per month and supports up to 25 users. However, the same Starter plan can go up to $750 per month if you want to accommodate up to 125 users. 

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Customer.io

Customer.io specializes in crafting onboarding flows that engage with new customers via in-app alerts, emails, and SMS. It leverages real-time insights to deliver timely information tailored to customers' behaviors.

With its powerful onboarding workflow builder, you can build advanced sequences that adapt to actions taken by your users. For example, you can set up guides and flows for user actions like sign-ups, how they are utilizing the platform, and how active they are.

Pricing

Customer.io provides three usage options: 

• Essentials - costing $100 per month (billed monthly)
• Premium - starts at $1,000 per month (billed yearly)
• Enterprise - tailored cost for your business’s unique requirements

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WalkMe 

WalkMe empowers you to optimize onboarding experiences for new customers and streamline the overall process of accommodating new users. It provides a no-code platform to assess and take action, lowering your churn rates and delivering maximum value to your customers.

It is suitable for you if you are looking to enhance the efficiency of your staff by adopting a DAP for both internal and external purposes.

Pricing

There is no pricing information available on WalkMe’s website. You have to request a demo to learn more about the exact numbers. 

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ChurnZero

ChurnZero gives you the ability to monitor your customer success in live time and make data-driven decisions for better onboarding experiences. It is developed to assist SaaS companies in lowering churn rates by analyzing customer interactions. This solution seamlessly integrates with a customer’s application and CRM system, enabling the automation and customization of customer experiences with detailed usage patterns.

Pricing

The pricing details for using the platform are not mentioned on the website. It would be 

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Stonly

Stonly mainly serves as a tool for betting customer support via the creation of help articles. While it isn’t a dedicated platform for onboarding or product adoption, it does provide useful functionality such as interactive guides, checklists, and interface prompts that facilitate better platform adoption.

If you are offering a highly complex tool or operating in a relatively new niche and you place a high value on customer support with the aim to enhance your self-service onboarding, then Stonly is a great solution for you. The knowledge bases are accessible to both your teams and customers, ensuring effective onboarding for everyone involved.

Pricing

To learn more about the pricing information of Stonly, you will have to schedule a call for a demo and plan details.

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Userlane

Userlane is a powerful digital adoption platform designed to help you streamline user onboarding, training, and support processes. It is particularly effective in driving user adoption due to its interactive and user-friendly approach. 

With Userlane, you can provide step-by-step, interactive guides that lead your customers through the features and functionalities of your application. These walkthroughs appear as overlays on the actual software, ensuring users can learn by doing, directly within the application.

Plus, you can create personalized learning paths tailored to different user roles or skill levels. This ensures that users receive relevant training based on their specific needs, improving their overall experience and adoption rates.

Pricing

Userlane offers a custom plan that is designed for your business and handling its onboarding hurdles. Get in touch with its sales staff for a better understanding of the cost. 

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Pick the right onboarding tool for your SaaS business

These are some of the best SaaS onboarding software that allows you to make your onboarding process as seamless as possible. 

By using these platforms, you can ensure quick onboarding, product adoption, and higher retention rates that lead to overall business success. 

Choosing the right software out of all of these will be crucial. So make sure that you try them out beforehand and experience their features yourself before deciding to commit to one of them.