10 Best User Onboarding Software in 2023

Trakstar Learn is a cloud-based learning management system (LMS) that enables product managers to develop custom training programs and onboarding systems for users and customers that want to learn about the products or services. With Trakstar Learn, users get an intuitive interface, a robust course creation tool, and detailed reporting.

Trakstar Learn provides various authoring tools to keep the LMS up to date and compliant with constantly evolving requirements and regulatory standards. Users can quickly change or modify their learning materials to suit the needs of new users. Trakstar Learn also features an intuitive dashboard that allows customers to go through the training courses on their own, setting the onboarding pace at a level that suits their needs.

Trakstar Learn provides optional courses and organizational culture training, as well as all the essential product information that new customers might need. All product data that customers have to learn or get familiarized with can be relayed automatically through the Trakstar learning platform.

Pricing for Trakstar Learn is available only upon request.

Apty is customer onboarding and user adoption software for SaaS companies that houses intuitive walkthroughs designed to highlight your service’s best features for new clients. Apty has specifically positioned itself as a system that can propel free trial users into paying customers. They do this by helping you highlight tooltips and key features that your customers can’t live without. 

With Apty, you can employ a straightforward interface and code-free editor to craft the perfect training/onboarding solution. You can design and implement on-screen guidance content dedicated to highlighting your must-have features. You can then track who is accessing your onboarding content as well as when, where, and how long. That way, you can continue to improve anywhere you see a bounce rate. 

Apty is, by far, the best user onboarding software for SaaS companies looking to make the most out of freemium or free trial sign-ups.

Apty offers customized pricing upon request and a free trial for up to 45 days, where you can test out their workflows with full admin access.

Userpilot is cloud-based software that helps businesses improve product adoption and customer onboarding. Admins can segment users, based on certain attributes or in-app events. They can also create multilingual walkthroughs or add tips and hits to improve the client's overall experience. 

The software gets new users up and running faster by offering a personalized user onboarding experience. Enterprises can add custom triggers or conditions and preview them across staging and production environments. To optimize performance, they can also perform A/B testing, set up milestones, and track engagement rates. 

This tool integrates with platforms such as Google Analytics, Amplitude, Intercom, and Segment. 

Userpilot costs from $249/user/month. A 14-day free trial is also available. 

Appcues delivers native-looking onboarding experiences designed to engage users, increase activations, and improve retention. Using the no-code builder, you can drag and drop images, change text, or adjust buttons. 

Segmenting and targeting users by persona, plan tier, lifecycle stage, or account owner is easy. You can track the impact of each onboarding flow, to better guide and support users. 

Appcues measures how flows impact key business metrics, so you can identify areas where improvements are needed. You can make adjustments and iterations to maximize the number of free-to-paid conversions. 

Appcues integrates with Salesforce, Marketo, HubSpot, Zendesk, Slack, Intercom, Mailchimp, Heap, Mixpanel, Amplitude, Google Analytics, Segment, and others. Plus, a paid plan through Zapier can unlock even more integration options. 

 Appcues costs from $249/month (billed annually) and offers a free trial for up to 50 onboarding “flows” and 10 tracked events. 

WalkMe is a cloud-based interactive guidance platform that helps you manage customer experiences on your company website. Using automated tip balloons, the software drives customers to specific walkthroughs. You can play these automatically or allow the user to initiate them.

You can use segmentation to change the display based on a user's role, location, and language. You can also embed content into walkthroughs such as videos, articles, and more. Thanks to the analytics feature, you can track user interactions with the platform and modify the way they are guided through the site. 

WalkMe integrates with Salesforce, AWS, Segment, Gainsight, Google Analytics, Heap, Slack, Google Workspace, LiveAgent, Intercom, Livechat, Zendesk, and other apps. 

WalkMe costs from $2-3000/annually. It comes with a free demo.

GuideCX is client onboarding software that turns the learning process into a series of tasks lists with status indicators for progress checking. Using the fundamentals of digital project management, GuideCX lets you build a customer onboarding workflow populated with learning materials that you set up yourself. You can white-label the system, so it’s all in line with your personal branding. 

Key features include time tracking, resource management, a reporting/analytics engine, collaboration tools, and a client portal (no login required!). You also get a mobile app, flexible user permissions settings, private internal communications channels, automated dependency logic, end date forecasts, a timeline view, and storage/attachment capabilities. 

GuideCX integrates natively with Salesforce, Hubspot, Gainsite, Slack, and Jira. You can unlock more integrations through Zapier, but this may require a paid plan.

GuideCX offers customized pricing upon request. They offer a free trial and a free demo.

Intercom is a sales, marketing, and support solution that helps businesses acquire, engage, and support customers. The software includes a bot-based algorithm, targeted emails, push and in-app messages, and an integrated helpdesk.

Intercom includes a product tour function designed to produce polished, engaging onboarding tutorials. Simple to use, this feature makes it possible for anyone to create an effective, engaging onboarding guide. 

For more complex apps, custom bots can be built. These automatically capture new users' intent, then send them on the appropriate tour directly from the bot conversation.

Intercom integrates with Stripe, Instagram, WhatsApp, Google Analytics, Segment, Heap, Outlook, Slack, Salesforce, and hundreds of other options. You can also access their robust API for additional DIY connections. 

Intercom costs from $74/month (billed annually) for small businesses and increases from there. You can try it for free for up to 14 days. 

Chameleon is a product adoption platform that gives SaaS teams more control over configuration and customization. You can create onboarding flows that trigger in real-time, leverage user data, or only show experiences based on who users are and what they did. The software allows you to target based on role, action taken, or survey response. Alternatively, it's possible to show experiences immediately when a user falls into a particular target audience. 

With Chameleon, flows can be created and deployed without any technical knowledge, and no ongoing engineering is needed. The flow builder uses a Chrome extension to keep user payloads light. 

Chameleon integrates with Segment, Heap, Mixpanel, Intercom, Amplitude, Slack, Salesforce, HubSpot, Stripe, Fullstory, Typeform, and other common product workflow apps.

Chameleon costs from $279/month and offers an “unlimited” free trial to test out all their features. You must purchase a subscription before it goes live, though. 

Pendo personalized in-app guides help you create better product experiences with in-app web and mobile communication. Out-of-the-box user onboarding tours, product walkthroughs, and in-app support help optimize the user experience. 

The software includes a visual design studio for building targeted in-app guide campaigns across both desktop and mobile apps. You can deliver tooltips and best practice advice in-app, to increase user retention and reduce customer support inquiries.

Marketing teams can serve tailored messages to users, based on their behavior and segmentation. In addition, Pendo’s retroactive analytics help you determine when, where, and how to guide users to successful activation. 

Pendo integrates with apps like Slack, Zendesk, Confluence, Salesforce, Fivetran, Intercom, Segment, HubSpot, and Drift. Integrations are limited to paid plans. 

Pendo is free for up to 1000 monthly active users. You can contact them for paid plan pricing when you’re ready to expand. 

Stonly assists in accelerating activation and driving engagement. Using the no-code onboarding and adoption tools, you can guide users from setup to proficiency quickly and easily. The software allows you to launch interactive product tours that adjust according to each person's onboarding journey so that more people can be activated successfully. Adaptive checklists guide users and track their progress as they get to grips with the application.

Using Stonly, you can drive discovery by placing hotspots, tooltips, and interactive product guides in your user interface. Even non-techie users can quickly build and optimize onboarding and product adoption experiences.  

Stonly integrates with Zendesk, Front, Intercom, Freshdesk, Segment, WordPress, Shopify, Bubble.io, and additional integrations using Zapier (which might require a paid plan through them). 

Stonly costs from $99/month (billed annually) and offers a 14-day free trial.