Best SaaS Onboarding Software Roundup 2024

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Why SaaS Onboarding Software is Critical

Wyzowl discovered that over 90% of respondents agree that brands can improve their onboarding processes. Every company that is offering software as a solution(SaaS) to its audience must ensure SMART onboarding for the customers. Why? First impression is the last impression. We’ve all heard the phrase, haven’t we? The same applies here. There is a very short window of time to demonstrate the value of your SaaS app and that it is going to be intuitive and user friendly. If a user gets frustrated in the first 1-2 minutes of onboarding your SaaS, they are likely to bounce and churn – never to be heard from again.

Therefore, to automate processes, such as the onboarding process in this case, you need to opt for the best SaaS onboarding software that can do wonders for you. If you have a first-time customer trying to deal with your product, the SaaS onboarding solution that you choose would not only help with the initial phase, but also smooth things as your customer moves forward.

So, What Does a SaaS Onboarding Software Do?

Customer success can be expedited with user onboarding solutions, which facilitate developing and distributing content geared toward that end. Several tasks, as you'll see, facilitate the onboarding of users. But to give you a taste, some of them are:

✅ Two examples are access to a skill set or other forms of self-service that allow clients to discover solutions to their inquiries quickly.

✅ Emails are sent to new clients to introduce the service and answer any questions they can have.

✅ Notifications inside the app that guide users through the initial setup and UI navigation

✅ User onboarding and retention can be improved with detailed guides and other forms of user education.

In a nutshell, your mission is to facilitate the "aha moment," the epiphanic realization of the value your SaaS can provide or understanding of somethingthat had previously been puzzling to the client.

That's the point at which a SaaS user recognizes the full potential of your product to improve their lives.

SaaS Onboarding Software: Key Features to Consider

✅ No-Code Tool with Multiple UI Capabilities – The customer onboarding platform you choose should let your employees see the customer's journey and direct them toward the best next steps without requiring coding knowledge. The most modern SaaS that is purpose built for designing customer onboarding sequences makes it easy for non-technical business users like product managers to design or update flows and sequences.

✅ Customer Segmentation - Different segments and use cases may require a different onboarding flow - an ideal customer onboarding solution will allow for flexibility in offering up different user journeys. Users of your service have varying requirements; thus, it's important to divide your user base into distinct subsets and design individualized onboarding processes for each.

✅ Interactivity – Using onboarding tools, you can keep your audience interested via guided product tours, hotspots, modal components, checklists, and driven activities. Having many viable choices to choose from is a hallmark of a solid solution.

✅ Analytics and User Tracking – In today's data-driven corporate world, your onboarding software must provide metrics for evaluating the performance of your program. You can use this data to see what adjustments to your procedure impact client retention.

✅ Reporting – To effectively communicate your results to the product owner, administration, shareholders, or other customers, your customer onboarding system should facilitate the creation of visually appealing reports to demonstrate clear ROI around the customer onboarding software purchase and implementation.

Customer Onboarding Software Comparison Grid

Customer Onboarding Software Comparison Grid

7 Top-Rated SaaS Onboarding Software Roundup

The following is a roundup of the best customer onboarding software for SaaS companies:


Having companies like Adobe and McGraw Hill as users of Userpilot is encouraging. Their product is designed to help with the"conversion" side of onboarding, which includes encouraging the usage of supplementary features, decreasing customer turnover, and promoting further purchases.

If your SaaS platform serves many purposes or is utilized by a wide variety of people, from the sales staff to the C-suite, then Userpilot is a must-have.

Subtly directing new customers to the aspects which have shown to be the most common with existing clients, pop-up suggestions and recommendations display when the customer browses features. Users are more likely to become active if you can onboard and sell during the same demo.

Userpilot Onboarding Software


Hopscotch is a comparatively recent solution that allows you to design individualized onboarding flows for your product. These flows will assist you in increasing adoption and lowering churn rates.

Hopscotch strengths include its simplicity of use and the fact that it just requires one line of code to be dropped into an app. In addition to that, the cost is reasonable.

Regrettably, there are no significant analytics capabilities to speak of, but Hopscotch is fantastic if you only need a straightforward onboarding experience at a reasonable price.

Hopscotch Onboarding Sofware is an automatic messaging platform that can improve the onboarding experience by sending data-driven emails, text messages, and SMS messages to new customers.

These types of communications can be sent to new users using You can design processes that extend a warm welcome to newbies, help with onboarding, and encourage feature uptake.

Email automation is used for a variety of different use scenarios, including the onboarding process. You have a powerful content advertising agency capable of drafting onboarding emails that genuinely benefit consumers. Onboarding Software


Your customers might not realize how your product can benefit them if they read the characteristics section and register for your service. That's where the process of"onboarding" kicks in.

Regarding user onboarding tools, UserGuiding is among the most cost-effective options, guaranteeing that an expert will guide your users.

What's even better? Its drag-and-drop interface means that even non-developers can start building onboarding sequences immediately. Because of this, product adoption rates rise, and churn rates fall.

UserGuiding Onboarding Software


The fifth SaaS onboarding tool is Appcues, which can create user onboarding journeys, NPS surveys, and product updates for your clientele. Good, customizable product tours can be made quickly and with little effort.

In addition, this program facilitates onboarding without the requirement for technical expertise. SaaS product managers must consider its standard fare. Appcues is SaaS onboarding software that allows you to make a guided tour of your product.

Users of your website might be the recipients of personalized messages. You can boost client participation and loyalty. The skill to develop a streamlined app-in-app marketing strategy.

Appcues Onboarding Software


Rocketlane is a customer onboarding software in the cloud that provides pre-recorded product demonstrations to boost customer happiness.

With this service, you can easily produce customer education material and deliver it at just the right time for your users. Launch new employee onboarding initiatives, delegate responsibilities, and update procedures in real time with Rocketlane.

You can importpremade templates for your projects or start from scratch and modify them asneeded by adding or removing milestones and activities. The wide selection oftemplates available is one of the many advantages of this system.

Rocketlane Onboarding Software


In addition to the standard toolbar, modals, and hotspots, Chameleon also includes"micro-surveys," which allow the learner to provide rapid feedback with a single tap on how simple or difficult a feature is to use.

As a result, app creators will better grasp what features to include and what features to emphasize when trying to attract new users.

Chameleon relies heavily on pop-ups for a variety of objectives, including but not limited to collecting segmentation data, promoting rapid upgrades, and requesting user feedback.

Thankfully, they aren't obnoxious and can be smartly targeted to only appeal to individuals with certain characteristics.

Chameleon Onboarding Software

The Potential Benefits You Will Gain Using a SaaS Onboarding Software

✅ Increase Customer Lifetime Value

By laying the groundwork for success from the very beginning, you can help your clients get off to a flying start and give them something solid to build on as they continue their journey. Customers who take the time to learn about the product by becoming specialists are also more inclined to remain devoted buyers.

✅ Increase Product Adoption

During onboarding, consumers are taught how to utilize the product and what benefits to expect. Increased product use often results in organic expansion. The more people using your item or service, the more probable it is that it will be suggested to others, according to data on customer onboarding.

✅ Decrease Time To Value

The sooner clients see the value in your product or service, the more effective your onboarding process will be (time to value). It can help lower customer attrition caused by dissatisfaction with the product's failure to meet expectations.


Implementing User Onboarding Software

Creating a great user onboarding experience is not something that can be solved by software alone. Mapping out each step of the user onboarding journey is critical. This includes segmenting out customers and offering flows for each use case, and laying out the necessary steps needed for a user to fully activate and . This can include things like uploading customer data, connecting an integration, creating a template, and more.

User Onboarding emails and messagingis also a key component to the onboarding process for SaaS to guide your usersthrough signup and use of your app. The Best SaaSOnboarding Emails Guide highlights best practices and provides inspirationfrom SaaS market leaders on how to develop and tie in an email sequence to youruser onboarding software workflow and get the most out of your SaaS OnboardingSoftware investment.

Ready to find and onboard more customersfor your SaaS product? Reach out to us at We can provideoutsourced sales and marketing services to help grow early-stage SaaScompanies. We may be able to help partner directly or provide guidance and recommendationsto help grow your SaaS customer base.


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One of the first tasks for an early stage SaaS company is getting a legal structure and documents in order. This includes Terms of Service, a Privacy Policy, and various agreements and contracts. SaaS and Internet law can have its own nuances so it is recommended you hire and work with a SaaS focused attorney.

The guide includes a range of pricing options from straightforward, project based contract work with an individual SaaS focused lawyer to firms focused on scaling fast growing startups and catering to all of their legal needs.

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