Convert site visitors to customers using these customer onboarding software platforms!


A business is not a business if it doesn’t have any customers, right?! Customers are the nucleus of all your business activities and marketing strategies. Therefore, acquiring new customers should be your number one priority when running a business.

Even if you are successfully able to drive traffic to your product site or app, onboarding those customers, i.e. converting signups into active users, is a whole other mountain to climb.


Effective user onboarding can make or break your business. According to TechCrunch, one in four mobile apps are abandoned after the first launch while according to Andrew Chen, 77% of users drop an app just 72 hours after download.

If people are unable to understand your product/app UI, are bombarded by a ton of features right out of the gate or don’t know where to even begin using the product, they are bound to leave. Poor onboarding of new users is going to lead to a lot of churn, rendering your marketing activities ineffective.


Read More: 10 Must Have Tools for Sales and Marketing Teams for 2019

Effective customer onboarding can lead to a lower churn rate, which leads to higher customer retention, better experience, lower support costs, and increase revenue.

To help you achieve all that, we have curated a list of some of the best customer onboarding software out there!


The 2020 Guide to the Top 10 Customer Onboarding Software Platforms

Let’s dive deep into each of our hand-selected customer onboarding software tools and help you decide which one would be perfect for your business!

  1. Appcues
  2. Intercom
  3. Inline Manual
  4. Walkme
  5. Nickelled
  6. Evergage
  7. Userpilot
  8. AuthO
  9. Hopscotch
  10. WhatFix

If after reading this post you cannot decide on one platform, it’s recommended to try out the ones which have free trials and see what works best for your business.

Now without further ado, let’s dive in…

Tool #1. Appcues

Customer Onboarding Software

Starting with one of our personal favorites, Everflow is a great affiliate tracking software program with a neat UI.

Kicking off our list is Appcues, a product-led growth platform. Appcues makes it easy to deliver exceptional user experiences at scale and unify your organization around the product. With Appcues, you can gather actionable insights to optimize your user experience by collecting NPS scores, qualitative product feedback, and user-declared data to inform product decisions and further optimize your product experience.

Key Features:

  • Communicate with your analytics tools
  • Coordinate emails with in-product messaging
  • Send user data to your CRM

Tool #2: Intercom

Customer Onboarding Software

Founded in 2011, Intercom is a leading customer communication platform that helps companies study and personalize their interactions with customers and allows them to send highly personalized and targeted messages for better customer onboarding. It has a suite of integrated services to help teams regardless if they are involved in sales, marketing, and customer support.

Key Features:

  • Track and understand their customer behavior.
  • A/B testing
  • Incredibly easy UI
Customer Onboarding Software

Inline Manual’s customer onboarding platform lets you create interactive walkthroughs, tooltips, and support articles right in your app- no coding required. All onboarding documentation and tutorials can be created in minutes, all of which can be controlled using a single dashboard. Trusted by 500+ enterprises including UNICEF, Freshdesk, and Snapchat, Inline Manual has proved to be a great customer onboarding software.

Key Features:

  • Send in-app messages to segments of users
  • Version control for effective collaboration
  • Hotspots to draw user attention

Tool #4. WalkMe

Customer Onboarding Software

WalkMe lets you add interactive on-screen tutorials to your website or app, providing users a guided walkthrough on how to use your product. You can effectively promote new services to existing customers, encourage customer engagement, reduce drop-offs, Increase retention rates and potential for up-selling and cross-selling and simplify user experience with ease using Walkme customer onboarding software.

Key Features:

  • Comprehensive analytics
  • Employee onboarding programs
  • Digital transformation solutions

Tool #5. Nickelled

Customer Onboarding Software

Nickelled provides a “real” customer onboarding experience in the sense that they’re interactive, self-paced, completely immersive and yet still as easy to play as a video. It doesn’t require any software or code installation as Nickelled guided tours are available anywhere, delivered from the cloud. Get instant insight into how customers are using your guided tours, with views, completion and satisfaction scores for every recording.

Key Features:

  • Brilliant UI
  • Interactive experience
  • No code changes, no plugin installation.

Tool #6. Evergage

Customer Onboarding Software

Evergage is a real-time web personalization software that lets you track customer behavior and respond to increase engagement and conversions. With Evergage’s real-time personalization and customer data platform (CDP), you can build a single, comprehensive view of each one of your customers and prospects and activate that data to deliver relevant individualized experiences.

Key Features:

  • E-commerce optimization
  • Content publishing
  • Demand generation

Tool #7. Userpilot

Customer Onboarding Software

Another code-free installation tool, Userpilot help teams increase user adoption by allowing them to trigger the right in-app experience to the right persona at the right stage of their user journey. The best part of Userpilot is its highly customized product experiences that will blend seamlessly with your product UI. Every user approaches your website in a different way and Userpilot does a great job in customizing the in-app messages according to the segment, buyer’s journey, or even mouse clicks made by the visitor.

Key Features:

  • A/B testing flows
  • Personalizing user experiences
  • Fully customizable UI

Tool #8. Auth0

Customer Onboarding Software

Auth0 reduces friction in the login experience by providing authentication and authorization as a service. Your website visitors can easily and quickly login through their favored third-party app- Google, Facebook, Linkedin, or Twitter or simply use a regular email and password to signup for your product. Using Auth0, developers can connect any application written in any language or stack, and define the external identity providers, as well as integrations, that they want to use, thereby reducing any resistance in the customer onboarding process.

Key Features:

  • User management
  • Password breach detection
  • Integrations

Tool #9. Hopscotch

Customer Onboarding Software

Want to get your hands dirty with code? No problem, try Hopscotch!

Hopscotch is a framework that makes it easy for developers to add product tours to their webpages. Hopscotch accepts JSON object as input and provides an API for the developer to control rendering the tour display and managing the tour progress. To get started, just include the Hopscotch CSS and JS files on your page and you can start building your customer onboarding process in no time!

Key Features:

  • Ready made templates
  • Highly customizable

Tool #10. Whatfix

Customer Onboarding Software

Last one our list of awesome customer onboarding software tools is Whatfix. Whatfix allows you to create personalized messages for your inbound traffic depending on the buyer’s journey they are in. Real-time in-app messages help solve customer queries and provide customer delight. Whatfix self-help widget enables users to self-serve themselves at any point of time with a list of real-time interactive walkthroughs. Whatfix works through a browser extension and can be set up in minutes.

Key Features:

  • Context-Aware & Personalized
  • Omnichannel presence
  • Useful widgets

Final Words:

Customer onboarding is one of the most crucial steps of your marketing strategy and must be taken seriously. Driving traffic to your website means nothing if they are not actually converting into active users. All of the above-mentioned customer onboarding software tools are amazing at what they do. You just have to use the free trial and see what works for you best. Do let us know if you try any of the above-mentioned tools or if we missed out on your favorite customer onboarding software. Adios!

Customer Onboarding Software