10 Best User Onboarding Tools For SaaS Companies | 2023

Best User Onboarding Tools For SaaS Companies

Are you on the hunt for the best user onboarding tool or software? Don’t fret; numerous product onboarding tools are available to simplify and streamline your process.

Astonishingly, more than half of people have confessed to returning an item because they couldn’t figure out how to use it. This alarming statistic should warn any product team that hasn’t established an onboarding process for their product, website, or app.

A successful user onboarding experience should guide users through your product’s features and interface while introducing them to the various shortcuts available.

The intricate user onboarding process doesn’t need to be created from scratch. Software solutions on the market allow you to create interactive video and/or text-based workflows, guiding new users through your product’s features. This piece delves into some of the top software that offers user onboarding guides, detailing their distinctive strengths, integrations, and price points so that you can make an informed decision before embarking on this user journey yourself.

What is User Onboarding?

User onboarding software is an application that enables users to quickly learn about and receive value from using your product, therefore maximizing their satisfaction with it. This way, they can start getting the most out of their experience immediately! User onboarding software is the key to unlocking your customers’ success. Speed is paramount here, as it increases the likelihood that people will receive value quickly and remain engaged with your product.

How Do User Onboarding Tools Help?

1. Boost Your Product’s Activation Rate.

User onboarding tools help to boost user adoption and increase product activation rates by easing the product’s learning curve and assisting users to become more productive more quickly. This allows a product to provide value faster, increasing product satisfaction and user engagement.

2. Improve Customer Retention Rates.

The product onboarding process is essential for retaining users over the long term. By educating users on product features and providing the necessary support to become productive, product onboarding tools can help you maintain a high retention rate, increasing your sales.

3. Reduce Customer Support Costs.

Using user onboarding software, companies can drastically reduce their customer support costs. These efficient programs simplify and expedite customers’ understanding and utilization of your product, meaning customer service agents no longer have to waste time responding to redundant queries. Rather they can dedicate their efforts to addressing comprehensive product issues.

4. Reduces Customer Churn Rate.

User onboarding tools enable product teams to identify and address user issues during onboarding, reducing the chances of users becoming frustrated with the product and eventually abandoning it. By preventing product abandonment in its early stages, companies can significantly reduce their product’s churn rate and maximize long-term customer satisfaction.

5. Improves Customer Experience.

User onboarding software allows product teams to offer each user a personalized and seamless experience. This is accomplished by supplying users with an effortless tour of the product, helping them grasp it more quickly. Subsequently, new customers will have more fun learning about your product through a vivid introduction, and you’ll also be able to get much more out of it in the long run.

6. Provides a Faster Way of Solving a Problem.

Product teams can rapidly and efficiently resolve product usage issues using user behavior and capitalizing on product onboarding tools. Using these tools, they can pinpoint areas that need modification or improvement before users start experiencing any difficulties with the product. Through this process, teams can better ensure user satisfaction and success in their products.

As evident, user onboarding tools offer many strategic benefits to product teams. Now, let’s take a look at some of the best product and user onboarding flow tools for SaaS companies:

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5/5

Customer.io is the perfect solution for your business to reach customers through email, SMS messages, and push notifications with tailored automation informed by real-time data. Imagine being able to send exactly the right message at just the right moment; that’s what you get with Customer.io! Seamlessly engage each customer based on their journey for optimum results every time. With Customer.io, you can easily craft and deliver data-driven messages to your customers.

Companies such as Asics, The Knot, IMAX, and more have all trusted this messaging software to capture customer feedback by analyzing their shopping patterns. Reactivate inactive customers through drip campaigns or encourage them to purchase again using Customer.io!

Utilizing this service, you can easily and quickly onboard new users with personalized messages, warmly welcoming them and rapidly raising your conversion rate. You’ll also be able to construct strategies for each type of message, from transactional emails to sophisticated workflows with the ability to add logic, such as time delays or action triggers.

Key Features

Automated segmentation & targeting
Smart A/B testing
Real-time insights dashboard
Comprehensive metrics and analytics
Powerful API integration.

Pricing

$0 per month for the Trial plan. ​
$150 per month for the Basic plan.
$995 per month for the Premium plan.

5/5

In this age, user adoption is paramount to boosting revenue. That’s why Chameleon is the perfect choice for SaaS teams that need control, configuration, and customization to succeed in UX.

It has been trusted by renowned companies such as Copy.ai, bark, Fivetran, Flexport, and more to drive their growth significantly. Chameleon.io is a product onboarding platform that helps product teams efficiently and quickly make onboarding flows for new users.

It focuses on helping product teams create personalized product experiences for each user based on their journey. This onboarding tool provides product teams with effective product tours, walkthroughs, and tooltips to guide their customers.

Key Features

Natively integrates with your stacks.
Real-time user feedback to measure product engagement.
Powerful automation capabilities.
Has customizable CSS.
Advanced product personalization features.

Pricing

$279 per month for the Startup plan.
$999 per month for the Growth plan.
Customized pricing for the Enterprise plan.

4/5

Userflow is one of the best product and customer onboarding tools for product teams to rapidly introduce users to their products. It helps teams create product flows and interactive user onboarding experiences in minutes. Streamline customer onboarding with Userflow! With no coding experience, your team can build personalized in-app tours, checklists, and surveys that help convert more customers and increase retention. More than 500 software providers trust Userflow.

Key Features

Its point-and-drop feature makes it easy to use.
It comes with the ability to personalize product tours.
It offers user segmentation capabilities.
Has built-in analytics features.
Integrates with product usage tracking services such as Mixpanel, Amplitude, and more.

Pricing

$200 per month for the Startup plan.
$600 per month for the Pro plan.
Customized pricing for the Enterprise plan.

4/5

Hotjar is product onboarding software that helps product teams understand how customers use their products. This product onboarding tool can help product teams track how customers interact with their products, what pages they visit, which elements they click on, and more.

This aids product teams in creating better product experiences for each customer so that they are more likely to come back and use the product. Hotjar also provides product teams with insights into customer behavior so that they can make product changes accordingly. It is trusted by more than 1,1000 websites and is available in more than 180 countries.

Key Features

Tracks user activity on product pages, such as page visits and clicks.
Provides heat maps for product pages to measure engagement levels.
It comes with survey forms to get user feedback.
Powerful product analytics capabilities.
Integrates with product usage tracking services such as Mixpanel, Amplitude, and more.

Pricing

$0 per month for the Basic plan.
$32 per month for the Plus plan.
$80 per month for the Business plan.
Customized pricing for the Scale plan.

4/5

Userpilot is a unique platform that allows you to create tooltips, tutorials, and contextual tips. Additionally, with this program, you can curate onboarding paths for different buyer personas, increasing your messages’ personalization.

As a result of utilizing this system, you can be more precise when communicating with users to customize their onboarding experience based on specific user behaviors. It offers product teams a comprehensive suite of product onboarding tools to help them quickly and effectively educate customers on how to use their products.

Key Features

It provides product tours and product launch flows.
Have interactive product tooltips, wizards, product surveys, and product feedback forms.
Guides new and experienced users.
Offers powerful segmentation capabilities to personalize product experiences for each user.
Integrates with product usage tracking services such as Mixpanel, Amplitude, and more.

Pricing

$249 per month for the Traction plan.
$499 per month for the Growth plan.
$1000 per month for the Enterprise plan.

4/5

Appcues is the perfect tool to further your business’s digital adoption process. It offers segmented onboarding tours, keeps customers satisfied with personalized experiences, and allows you to measure & improve the user onboarding processes.

Founded in 2013 and thriving in 13 countries, this easy-to-use digital adoption platform helps its users get started quickly without any significant hiccups or problems. With features like increasing user activation and personalization while improving paid conversions, Appcues has an advantage over other digital adoption software!

Key Features

Provides product tours, product wizards, product surveys, and product feedback forms.
Integrates with product usage tracking services such as Mixpanel, Amplitude, and more.
It comes with segmentation capabilities to personalize product experiences for each user.
Offers product analytics tool to track customer behavior.
Drag-and-drop product onboarding tool.

Pricing

$249 per month for the Essentials plan.
$879 per month for the Growth plan.
Customized pricing for the Enterprise plan.

4/5

Intercom is an industry-leading customer communications platform that boasts unique user onboarding solutions. Its customer engagement feature displays useful in-app messages and product tours for users to learn about your app quickly. It sends emails and notifications to improve new feature adoption or reengage inactive users.

With the incredible range of capabilities that Intercom offers, you’ll be able to achieve greater success with every interaction! Intercom is trusted by popular brands such as Amazon, Notion, Contentful, Angi, and more.

Key Features

Drag-and-drop product user onboarding platform and tool for creating product tours quickly.
Integrates with product usage tracking services such as Mixpanel, Amplitude, and more.
Sends emails and notifications to inform new users about the app’s features.
It comes with segmentation capabilities to personalize product experiences for each user.
Provides product analytics to track customer behavior.

Pricing

$74 per month for a Very Small Business plan.
Customized pricing for the Most Business plan.

3/5

When onboarding new users, Helppier stands out as an incomparable tool. You can use Helppier to create robust user guides and manuals, easily convey welcome messages, help users comprehend your application through product tours, show in-app messages without any hassle, and so much more! With product insights and analytics features, Helppier ensures that product adoption is taken to the next level.

Key Features

Provides product tours with dynamic rich media like images and videos.
Integrates with product usage tracking services such as Mixpanel, Amplitude, and more.
Offers product insights and product analytics to track customer behavior.
Built-in product feedback forms.
It comes with segmentation capabilities to personalize product experiences for each user.

Pricing

$49 per month for the Standard plan.
Customized pricing for other plans.

3/5

ZipMessage offers a revolutionary way to communicate with your team, prospects, and customers from anywhere. Using the app, you can record video clips directly from your browser for quick and effective asynchronous conversations, no more back-and-forth emails! All conversation threads are securely stored within ZipMessage for easy reference. Not only that but these recorded videos can be shared via invitation or custom link, making it easier than ever before to stay connected with clients engagingly.

Key Features

Record video clips from the browser and share them with clients.
Securely store conversations for easy reference.
Share recorded videos via invitation or custom link.
Built-in product feedback forms.
Integrates with product usage tracking services such as Mixpanel, Amplitude, and more.

Pricing

$0 per month for the Free plan.
$19 per month for the Basic plan.
$39 per month for the Premium plan.

3/5

When it comes to video, Loom’s approach stands apart from the other product onboarding tools. Rather than providing massive features for managing your video library, you can easily record short clips in-browser with Loom! This makes creating quick explainer videos and demonstrating how customers should use particular features of your product much simpler. These clips can be embedded into the app and shared by sending users a direct link.

Key Features

Record video clips in-browser and share them with clients.
Embed videos into the product to provide product tours.
Share recorded videos via invitation or custom link.
It comes with segmentation capabilities to personalize product experiences for each user.
Integrates with product usage tracking services such as Mixpanel, Amplitude, and more.

Pricing

$0 per month for the Starter plan.
$8 per month for the Business plan.
Customized pricing for the Enterprise plan.

Frequently Asked Questions (FAQ)

Q1. Which onboarding tool is the best?

Consider your budget and product requirements to determine the ideal product onboarding tool for your business. Helppier and ZipMessage provide comprehensive tours of products, analytics insights, customer feedback forms, and more if you are searching for an all-encompassing solution. Alternatively, Loom is a great option to create quick explainer videos with their in-browser recorder quickly shared with customers.

Q2. How do you onboard customers quickly?

Product onboarding tools can help you quickly onboard customers by providing product tours with dynamic rich media such as images and videos, product insights, and other analytics tools to track customer behavior and product feedback forms.