9 Best Customer Onboarding Software for 2024

Streamline your customer onboarding process with top tools, ensuring satisfaction and retention.

Rory Sadler
November 8, 2023
July 8, 2024
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Streamline your customer onboarding process with top tools, ensuring satisfaction and retention.

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Convincing a customer to sign up for your product might feel like the end of a long road – but really, it's only the beginning.

The next phase is the customer onboarding process – the first step in your new client-business relationship.

Making a good impression and introducing your customers to your features, systems, and resources is critical.

Luckily, plenty of customer onboarding software packages are available to help everything run smoothly.

These platforms systematise your welcome and guide new users through the ins and outs of your service without overwhelming them with too many details.

In this article, we detail the best customer onboarding software for 2024, covering the main features, prices, and benefits of each.

Let's get started!

What is B2B Customer Onboarding?

B2B customer onboarding begins the moment a customer signs on the dotted line.

During the process, the customer is introduced to the company's products or services, helping kickstart their experience and answering any questions they may have.

For many companies, building customer loyalty and ensuring new clients achieve their business goals is a fundamental objective.

With customer churn a major concern for B2B companies – as it's easier than ever for customers to jump ship – providing resources such as manuals, tutorial videos, and how-to guides (alongside regular communication) guarantees a customer gets the most out of your product or service.

Early customer education is the secret to long-term satisfaction and retention. Plus, it's a brilliant way to generate positive referrals within the competitive B2B marketplace.

Best Customer Onboarding Software for 2024

1. Whatfix

Whatfix is a digital adoption platform that enables your users to get up to speed quickly with your services.

Through its content creation tools and in-app features, users can access a library of resources, including videos, PDFs, step-by-step walkthroughs, and more.

Key Features

  • Interactive Guides and Task Lists. Step-by-step instructions and structured checklists to guide users through the onboarding process.
  • Self-Help Menus. Contextual help menus allow users to search for the right guidance within a wiki featuring a company's FAQs, blog articles, video tutorials, and more.
  • Content Creation. Create and publish content within the platform and translate content into multiple languages to meet customer needs.
  • Flow Analytics. Insights into how users interact with guides and their ongoing performance.


Available on request.

2. Userflow

Userflow is a sophisticated customer onboarding platform that lets you rapidly build a "flow" to guide customers through their introduction.

Integrate onboarding guides, product tours, in-app help guides and more into these step-based flows.

You can also track tasks with "get-started checklists" to see their progress. And, of course, there's a comprehensive Resource Centre that lets users search your existing knowledge base.

Key Features

  • Customisable Onboarding Flows: Design and implement personalised onboarding experiences for users.
  • In-App Surveys and Feedback: Collect user insights directly within the application.
  • No-Code Flow Builder: Easily create and edit user flows without the need for coding expertise.
  • Analytics Dashboard: Monitor user engagement and flow effectiveness with real-time data.
  • Segmentation and Targeting: Deliver targeted content and guidance based on user behaviour and characteristics.


  • Startup Plan: Priced at $240 per month.
  • Pro Plan: Available at $680 per month.
  • Enterprise Plan: Details provided upon request.

3. Loom

Loom isn't just for the customer onboarding process – it's a general video messaging tool you can use to create prerecorded onboarding videos.

But that's just the surface – you can customise videos, rely on enterprise-grade security to keep customer data safe, and even try out Loom AI to auto-generate titles, summaries, chapters, and more.

Key Features

  • Screen Recording: Capture and share video recordings of your screen, webcam, or both.
  • Instant Sharing: Generate a link for immediate viewing of recorded content.
  • Video Editing: Trim videos and add call-to-action buttons or custom thumbnails.
  • Viewer Insights: Track views and engagement with built-in analytics.
  • Integration: Embed videos into various platforms and tools with easy integration.


  • Starter Plan: Free
  • Business Plan: $12.50 per month.
  • Enterprise: Details provided upon request.

4. Demio

Demio is the go-to platform for creating and sharing webinars. Forget the old-fashioned webinars that leave attendees bored and sleepy.

This platform boosts attendee engagement with polls, features actions and handouts. It tracks engagement and identifies intent – so you can see who participated and stayed engaged.

Perfect for onboarding customers, all webinars are automatically recorded and sharable for later consumption. Just in case some customers skipped the live event.

Key Features

  • Live & Automated Webinars: Host real-time interactive webinars or prerecorded automated sessions.
  • Interactive Tools: Engage participants with polls, handouts, and real-time chat capabilities.
  • Custom Branding: Personalise the webinar room with brand colours and logos.
  • Analytics: Gain insights into attendee behaviour with detailed analytics and reporting.
  • Integration: Seamlessly connect with CRM and marketing tools for attendee tracking and follow-up.


  • Starter Plan: $59 per month.
  • Growth Plan: $109 per month.
  • Premium Plan: $184 per year.

5. Appcues

As a dedicated customer onboarding software, Appcues aims to make getting started a piece of cake. Using the platform's builder, you can create flows and track new events as part of your easy-to-follow onboarding journey.

With a 4.7/5 rating on G2Crowd and thousands of satisfied customers, it's an impressive platform that boosts activation and ensures users see value in your product or service from day 1.

Key Features

  • Personalised User Onboarding: Tailor the onboarding process to individual user needs and behaviour.
  • In-Product Experiences: Create tooltips, slide-outs, and modal announcements within the app.
  • No-Code Editor: Easily build and implement flows without the need for development resources.
  • User Segmentation: Deliver targeted content based on user attributes and actions.
  • Performance Analytics: Measure the impact of flows with analytics on user engagement and goal completion.


  • Essentials Plan: $299 per month.
  • Growth Plan: $879 per month.
  • Enterprise Plan: Details provided upon request.

6. WalkMe

WalkMe is a cloud-based digital adoption platform that pioneers on-screen guidance to simplify user interactions with new software. The platform overlays on any software, providing step-by-step prompts, task automation, and cross-platform integration.

The Deep UI technology, in particular, continually analyses your applications, noting changes and adapting your guidance accordingly. Powered by AI, it's an impressive addition to the platform.

Key Features

  • Step-by-Step Guidance: Interactive on-screen prompts lead users through tasks within the application.
  • Task Automation: Simplify complex tasks into one-click operations for users.
  • Customisable User Interface: Tailor the appearance and workflows to fit various user preferences and requirements.
  • Insights and Analytics: Collect data on user behaviour and workflow efficiency to optimise the user experience.
  • Cross-Platform Support: Integrate with web, desktop, and mobile applications for a cohesive user journey across devices.


Available on request.

7. Rocketlane

Purpose-built for modern onboarding, Rocketlane lets businesses build effective workflows using its ready-to-go templates.

As a powerful customer onboarding software, it creates a unified workspace for customer project tracking – emphasising collaboration and communication to ensure each project milestone is met.

Key Features

  • Project Tracking: Centralised dashboard to track progress, milestones, and deadlines for customer onboarding projects.
  • Collaborative Workspace: Shared space for teams and customers to communicate and collaborate in real time.
  • Document Management: Organise, share, and co-edit documents within the platform, ensuring version control and access management.
  • Customisable Templates: Use and create project plan templates to standardise processes and save time.
  • Insightful Reporting: Generate reports to analyse project performance and customer onboarding success.


  • Essential Plan: $29 per month.
  • Standard Plan: $59 per month.
  • Premium Plan: $79 per month.

8. Guide CX

Guide CX is a customer onboarding platform that works to enhance client visibility and engagement during the onboarding process.

No clients slip through the cracks – not with its robust tracking system, project management analytics, and process automation.

Key Features

  • Visibility for Clients: Provides clients with real-time visibility into the onboarding process.
  • Task Automation: Automates repetitive tasks and sends notifications to keep projects on track.
  • Customisable Templates: Offers customisable project templates to streamline the client onboarding process.
  • Integrated Communication Tools: Features integrated communication tools to facilitate collaboration between stakeholders.
  • Project Tracking and Reporting: Includes project tracking and detailed reporting to monitor progress and outcomes.


Prices start at $100 per month – specific prices are available on request.

9. trumpet

trumpet is a digital sales room platform that lets users create hyper-personalised spaces or “pods” to help inform and convert prospective customers. Trusted by over 5,000 users, it’s become a popular buyer enablement tool.

Account Executives can onboard new customers using Pods by compiling sales collateral, demo recordings and beyond through drag and drop Widgets.

Digital sales rooms make working together with new customers throughout the onboarding process a breeze.

Using mutual action plans they can set tasks and due dates for next steps, assigning them to team members, and even sign the final contract through trumpetSign, their native e-signature Widget, or using DocuSign or PandaDoc integrations.

Key Features

  • Auto-Personalised Pods: Pull data from your CRMs to auto-populate a digital sales room or "Pods" using a buyer’s name an d company info, then copy in their URL to capture their branding and logo.
  • Customisable Spaces: Allows users to tailor the space with native Widgets and specialised pages based on the buyer’s needs.
  • Extensive Integrations: Integrates with top CRMs, eSignature platforms, and other tools to optimise and enhance the DSR.
  • Mutual Action Plans: Provides a mutual action plan for ongoing collaboration between the buyer and seller. Assign your buyer and their team to different tasks, attach documents and content to steps and set due dates.


  • Starter Plan: Free.
  • Pro Plan: £36 per user/month.
  • Scale Plan: £75 per user/month.
  • Enterprise Plan: £125 per user/month.

Closing Thoughts

The B2B customer onboarding process matters. If you get it wrong or fail to educate your customers, they'll switch to a competitor the first chance they get.

But help them achieve their goals and master your product, and you'll boost customer satisfaction and brand loyalty.

Of course, the onboarding process really begins with the first sales pitch. Trumpet is a digital sales room platform that guides customers from cold outreach to the final sale.

Our "pods" are fully customisable, teaching customers about your product or service and getting them ready once they sign up.

Sounds interesting, right? Schedule a free consultation to learn more and see the platform in action.

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