10 Best Customer Onboarding Tools for SaaS

Choosing the right customer onboarding tool for your SaaS business can make a big difference. 

These tools help new customers understand and use your software easily, leading to higher satisfaction and retention. 

In this blog, we’ve rounded up the 10 best customer onboarding tools specifically designed for SaaS companies. 

These tools are designed to make the onboarding process smooth and efficient, ensuring your customers get the most out of your product from day one. 

 List of 10 Best Customer Onboarding Tools for SaaS

1. Intercom
2. Chameleon
3. Ortto
4. UserGuiding
5. Userpilot
6. Pendo
7. Appcues
8. Rocketlane
9. Customer.io
10. Userlist

1. Intercom

Intercom is one of the best customer onboarding tools for SaaS. It helps users get started quickly with easy-to-follow instructions. Intercom makes it simple to manage tasks, set priorities, and plan out the week. 

Its features are designed to keep users organized and productive. This tool is perfect for making the onboarding process smooth and efficient.

List of Features

• Live chat
• In-app messaging
• Email campaigns
• Product tours
• Automated workflows
• User segmentation
• Knowledge base
• Help desk
• Analytics and Reporting
• Integrations with other tools
• Customizable templates
• No coding required

Top 3 Features of Intercom 

1. Live Chat

Intercom’s live chat feature allows you to communicate with users in real time. This helps you provide immediate support and answer any questions users might have while navigating your product. Live chat improves the overall user experience and increases satisfaction.

2. Product Tours

Intercom’s product tours guide new users through your product step-by-step. These tours help users understand key features and get started quickly. This feature ensures a smooth onboarding process and helps users find value in your product faster.

3. In-App Messaging

In-app messaging allows you to send targeted messages to users while they are using your product. You can provide tips, updates, or important information to help users navigate your product. This feature keeps users informed and engaged.

Pros of Intercom

• Easy to use
• Real-time communication
• Comprehensive support tools
• Improves user engagement
• Detailed analytics

Cons of Intercom

• Requires some setup time

Supported Platforms

• Android
• iOS
• Windows
• MacOS
• Web (Browser-based)

Intercom Pricing

Intercom pricing offers the following plans:

• Essential: $39/mo
• Advanced: $99/mo
• Expert: $139/mo

Customer Support

• Email support
• Live chat support
• Help center with articles
• Video tutorials

 Average Rating 

The average rating of the Intercom is 4.5 out of 5.

Testimonials

Final Verdict

Intercom is a tool for SaaS companies looking to improve their customer onboarding and support processes. It offers features like live chat, product tours, and in-app messaging that help users understand and use your product effectively. 

While it might be costly for smaller teams, its ease of use and comprehensive capabilities make it a valuable investment for enhancing user engagement and customer satisfaction.

2. Chameleon

Chameleon is a tool that helps you create interactive product tours and guides for onboarding new users. It allows you to design custom experiences that make it easier for users to understand and use your product. 

Chameleon is great for improving user engagement and reducing churn.

List of Features

• Product tours
• In-app messages
• Tooltips
• User segmentation
• A/B testing
• Analytics and Reporting
• Integrations with other tools
• No coding required
• Customizable templates

Top 3 Features of Chameleon

1. Product Tours

Chameleon’s product tours guide users through your product step-by-step. These tours help users understand how to use important features and get the most out of your product. This feature improves user onboarding and reduces the time it takes for users to find value.

2. In-App Messages

In-app messages allow you to communicate with users directly within your product. You can send targeted messages to help users navigate your product, provide tips, or announce new features. This feature ensures users get the information they need when they need it.

3. Tooltips

Tooltips are small pop-up messages that provide additional information about specific features. Chameleon’s tooltips help users understand less intuitive elements of your product, making the overall experience smoother and more user-friendly.

Pros of Chameleon

• Intuitive user interface that is easy to navigate
• Powerful integrations with other apps enhance its utility
• Flexible task management that suits a variety of needs

Cons of Chameleon

• Can be expensive for small businesses
• Limited customization options for advanced users
• Requires some time to set up

Supported Platforms

• Android
• iOS
• Windows
• MacOS
• Linux
• Web (Browser-based)
• Extensions (Chrome, Firefox)

 Chameleon Pricing

 Chameleon offers the following plans:

• Free trial available
• Startup plan: $279/month
• Growth plan: $1250/month
• Enterprise plan: Custom pricing

Customer support

• Email support
• Live chat support
• Help center with articles
• Video tutorials

Average Rating

 The average rating of Chameleon is 4.4 out of 5.

Testimonials

Final Verdict

Chameleon is among the best customer onboarding tools for SaaS. It offers features like product tours, in-app messages, and tooltips that help users understand and use your product more effectively. 

Although it might be pricey for smaller teams, its ease of use and powerful features make it a worthwhile investment for enhancing user engagement and reducing churn.

3. Ortto

Ortto is a platform that helps you automate and personalize your customer onboarding process. It allows you to create engaging journeys for new users, making it easy for them to understand and use your product. 

Ortto is great for boosting user activation and retention.

 List of Features

• Automated onboarding journeys
• Email campaigns
• SMS messages
• In-app messages
• User segmentation
• A/B testing
• Analytics and Reporting
• Integrations with other tools
• No coding required
• Customizable templates

Top 3 Features of Ortto

1. Automated Onboarding Journeys

Ortto’s automated onboarding journeys guide new users through your product step-by-step. These journeys help users understand key features and get the most out of your product. This feature ensures a smooth onboarding process and increases user activation.

2. Email Campaigns

Ortto allows you to create and send personalized email campaigns to new users. These campaigns can provide tips, welcome messages, or important updates, helping users stay engaged and informed. This feature is essential for maintaining communication with new users.

3. User Segmentation

Ortto’s user segmentation feature lets you group users based on their behavior and attributes. This allows you to send targeted messages and create personalized experiences for different user groups. This feature helps improve the relevance and effectiveness of your onboarding process.

Pros of Ortto

• Easy to use
• Highly customizable
• No coding required
• Comprehensive analytics
• Supports multiple communication channels

Cons of Ortto

• Can be expensive for small businesses
• Requires some setup time
• Limited advanced customization options

 Supported Platforms

• Android
• iOS
• Windows
• MacOS
• Web (Browser-based)

 Ortto Pricing

  Ortto offers the following plans:

• Free trial available
• Professional plan: $509/month
• Business plan: $849/month
• Enterprise plan: $1699/month

Customer Support

• Email support
• Live chat support
• Help center with articles
• Video tutorials

Average Rating

 Ortto’s average rating is 4.3  out of 5.

Testimonials

Final Verdict

Ortto is a comprehensive solution for complex task management and team collaboration. It offers features like automated onboarding journeys, email campaigns, and user segmentation that help users understand and use your product effectively. 

While it might be costly for smaller teams, its ease of use and powerful capabilities make it a valuable investment for enhancing user engagement and retention.

4. UserGuiding

Being among the best customer onboarding tools for SaaS, UserGuiding helps you create interactive guides and onboarding experiences without any coding. 

It’s designed to make it easy for new users to understand and use your product. UserGuiding is great for improving user activation and reducing churn.

List of Features

• Interactive guides
• Onboarding checklists
• Tooltips
• User segmentation
• Analytics and Reporting
• Integrations with other tools
• No coding required
• Customizable templates
• NPS surveys
• User feedback collection

Top 3 Features of UserGuiding

1. Interactive Guides

UserGuiding’s interactive guides help new users navigate your product. These step-by-step guides make it easy for users to understand key features and get started quickly. This feature improves the onboarding experience and boosts user activation.

2. Onboarding Checklists

Onboarding checklists provide new users with a clear path to follow. These checklists outline the steps needed to get started and ensure users don’t miss any important features. This helps users feel more comfortable and confident using your product.

3. Tooltips

UserGuiding’s tooltips offer small pop-up messages that provide additional information about specific features. These tooltips help users understand less intuitive elements of your product, making the overall experience smoother and more user-friendly.

 Pros of UserGuiding

• Can be expensive for small businesses
• Limited advanced customization options
• Requires some setup time

Cons of UserGuiding

• Can be expensive for small businesses
• Limited advanced customization options
• Requires some setup time

 Supported Platforms

• Android
• iOS
• Windows
• MacOS
• Web (Browser-based)
• Extensions (Chrome, Firefox)

Pricing

UserGuiding offers the following plans:

• Basic: $89/month
• Professional: $249/month
• Corporate:  custom plans

Customer support

• Email support
• Live chat support
• Help center with articles
• Video tutorials

Average Rating

 The average rating of UserGuiding is 4.6 out of 5.

Testimonials

Final Verdict

UserGuiding is another tool for SaaS companies looking to improve their customer onboarding process. It offers features like interactive guides, onboarding checklists, and tooltips that help users understand and use your product effectively. 

While it might be pricey for smaller teams, its ease of use and powerful features make it a valuable investment for improving user engagement and reducing churn.

 5. Userpilot

Userpilot is a user onboarding software that helps SaaS companies increase user adoption through behavior-driven product experiences.

It provides tools to create customizable user flows without coding, enabling businesses to uplift their product engagement and customer retention.

List of Features

• Product tours
• In-app guides
• Onboarding checklists
• Personalized onboarding
• WYSIWYG builder
• Soft highlights and tooltips
• User engagement analytics
• Product feedback collection
• In-app messaging
• User behavior tracking

Top 3 Features of Userpilot

1. Product Tours

Userpilot’s product tours help new users get familiar with your product. You can create interactive walkthroughs that highlight key features and guide users step-by-step. This feature makes it easy for users to understand and start using your product effectively.

2. Onboarding Checklists

Onboarding checklists provide new users with a clear path to follow. These checklists outline the steps needed to get started and make sure users don’t miss any important features. This helps boost activation rates and ensures users are getting the most out of your product.

3. In-App Guides

In-app guides offer targeted tips and hints directly within your product. These guides can highlight hidden features and clarify less intuitive elements, improving the overall user experience. This feature helps users navigate your product more efficiently and reduces frustration.

Pros of Userpilot

• Easy to use, no coding required
• Highly customizable
• Improves user engagement
• Reduces time to value
• Strong security standards

 Cons of Userpilot

• It may be expensive for startups or small businesses.
• The wide range of features might require a learning period.
• Effectiveness heavily relies on the accuracy of user behavior tracking.

Supported Platforms

• Web (Browser-based)

Pricing

Userpilot offers the following plans:

• Basic Plan: $249/month
• Professional Plan: $749/month
• Enterprise Plan: Custom pricing
• Free trial available

Customer Support

• Email support
• Live chat support
• Help center with articles
• Video tutorials

Average Rating

The average rating of Userpilot is 4.6 out of 5.

Testimonials

Final Verdict

Userpilot is a great option for SaaS companies that require comprehensive, behavior-driven onboarding features. It is best suited for medium-to-large organizations that want to employ its advanced capabilities for extensive user engagement analysis.

6. Pendo

Pendo comes at number 6 as a customer onboarding tool. It helps you create in-app guides, track user behavior, and gather feedback to improve the user experience.

With Pendo, you can ensure new customers get the help they need right when they need it. If you want to make onboarding easy and effective, Pendo is a great choice.

List of Features

• Product Analytics
• In-App Messaging
• In-App Guide
• Analytics
• User Feedback
• NPS Surveys
• Roadmapping

Top 3 Features of Pendo

1. In-App Guides

Pendo’s in-app guides help new users by providing step-by-step instructions within the product. These guides make it easy for users to learn and use important features, improving their overall experience and reducing the time to value.

2. Analytics

Pendo’s analytics feature allows you to understand what users do within your product. By tracking user behavior, you can identify which features are used the most and which ones might need improvement. This helps you make data-driven decisions to enhance your product.

3. User Feedback

With Pendo’s feedback feature, you can collect and analyze user feedback directly within your product. This helps you understand what users want and need, allowing you to make informed decisions and prioritize new features or improvements.

Pros of Pendo

• Extensive data insights help refine user engagement strategies.
•  Easily gather and manage user feedback to improve product features.
•  Scales well with company growth.

 Cons of Pendo

• Some users need help to handle the platform.
• Integrating with certain products or tools can take more work.
• This can be cost-prohibitive for smaller businesses.

Supported Platforms

• Web-based platforms

Pricing

Pendo offers custom plans.

Customer Support

• Email support
• Live chat support
• Help center with articles
• Video tutorials

Average Rating

The average rating of Pendo is 4.4 out of 5.

Testimonials

Final Verdict

Pendo is an excellent tool for customer onboarding in SaaS. It helps you create in-app guides, collect user feedback, and analyze user behavior to improve the onboarding experience. 

With Pendo, you can make sure that new users get up to speed quickly and efficiently. It’s a powerful choice for any SaaS business looking to improve its customer onboarding process.

 7. Appcues

Appcues is our 7th powerful tool for onboarding new customers to your SaaS product. It helps you create personalized, in-app experiences that guide users through your product, making it easy for them to get started and see value quickly. 

With Appcues, you can design and deploy onboarding flows without any coding, ensuring a smooth and engaging experience for your users.

 List of Features

• User onboarding software
• Personalized onboarding experiences
• No-code design
• Segmentation and targeting
• Interactive demos
• Analytics and measurement
• Integration with other tools

Top 3 Features of Appcues

1. Personalized Onboarding Experiences

Appcues allows you to create customized onboarding experiences that match your brand. You can design tours and checklists that guide users step-by-step, helping them discover the value of your product quickly. This personalized touch helps users feel more connected and engaged.

2. No-Code Design

With Appcues’ no-code builder, you can easily create onboarding flows without any technical skills. Just drag and drop elements to design your onboarding process. This makes it simple to make changes and improvements on the fly.

3. Segmentation and Targeting

Appcues lets you segment and target users based on various criteria like persona, lifecycle stage, and plan tier. This ensures that each user gets a relevant and tailored onboarding experience, increasing the chances of success.

Pros of Appcues

• Easy to use
• Highly customizable
• No coding required
• Detailed analytics
• Integrates with many tools

Cons of Appcues

• It can be expensive for small businesses
• The learning curve for advanced features
• Limited design flexibility

Supported Platforms

• Web-based service

Pricing

Appcues offers the following  plan

• Essentials Plan: $249/month
• Growth Plan: Starting at $879/month
• Enterprise Plan: Custom pricing

Customer Support

• Email support
• Live chat support
• Help center with articles
• Video tutorials

Average Rating

The average rating of Appcues is 4.6 out of 5.

Testimonials

Final Verdict

Appcues is a top-notch tool for customer onboarding. It’s easy to use, requires no coding, and helps you create engaging onboarding experiences quickly. 

With Appcues, you can effectively improve user adoption and retention. It is a great choice if you want to make your onboarding process smooth and enjoyable.

8. Rocketlane

Rocketlane is a collaborative customer onboarding platform designed for modern teams. It combines project management, real-time communication, and customer collaboration into one powerful tool. 

With Rocketlane, you can accelerate time-to-value and deliver projects on time and within budget. It’s built to make onboarding and implementation easy and efficient.

 List of Features

• Project management
• Real-time communication
• Customer collaboration
• 360° project visibility
• Dynamic templates
• CRM integration
• SmartFill for forms and contracts
• Automated reminders and follow-ups
• CSAT surveys
• Resource management
• Time tracking
• Custom workflows
• Centralized project information
• Cross-company collaboration

Top 3 Features of Rocketlane

1. Project Management

Rocketlane’s project management feature provides complete visibility into each project. It allows you to track statuses, assign tasks, and stay flexible with custom project fields. This feature ensures that every detail of the project is under control, leading to consistent and excellent delivery.

2. Dynamic Templates

Rocketlane’s dynamic templates simplify the creation of customized project plans. These templates can be reused and refined based on past performance, making it easy to create bespoke plans with minimal effort. This feature saves time and ensures consistency in onboarding.

3. Customer Portals

Rocketlane’s customer portals provide a dedicated space for customers to stay updated and involved in their projects. These portals support real-time collaboration and communication, helping to deliver a delightful customer experience while driving accountability.

Pros of Rocketplane

• Integrates multiple functionalities
• Customer-focused Interface
• Visibility and Transparency

 Cons of Rocketplane

• Can be complex for smaller teams
• Higher cost for advanced features
• Requires some training to use it effectively

Supported Platforms

• Web-based 

Pricing

Rocketlane offers the following plans:

• Essential: $19 per team member/month (billed annually) or $29/month (billed monthly)
• Standard: $49 per team member/month (billed annually) or $59/month (billed monthly)
• Premium: $69 per team member/month (billed annually) or $79/month (billed monthly)
• Enterprise: $99 per team member/month (billed annually)

Customer Support

• Email support
• Live chat support
• Help center with articles
• Video tutorials

Average Rating

The average rating of Rocketlane is 4.8 out of 5.

Testimonials

Final Verdict

Rocketlane is one of the best customer onboarding tools for SaaS simplifies the onboarding process, making it easy to manage projects, collaborate with customers, and track progress. 

With its user-friendly interface and powerful features, Rocketlane helps ensure a smooth and efficient onboarding experience for your clients.

9. Customer.io

Customer.io helps you create effortless and personalized onboarding experiences. It allows you to send multi-channel messages, ensuring new customers feel welcome and understand how to use your product. 

This tool is perfect for making a great first impression and driving customer engagement.

List of Features

• Omnichannel messaging
• Real-time data personalization
• Action-based triggers
• In-app messaging
• Email campaigns
• SMS notifications
• Push notifications
• A/B and multivariate testing
• Customer journey adjustments
• Milestone celebration messages

Top 3 Features of Customer.io

1. Omnichannel Messaging

Customer.io lets you reach customers where they are with omnichannel messaging. You can use in-app messages, emails, SMS, and push notifications to engage users. This feature helps ensure your messages are seen and acted upon, improving the onboarding process.

2. Real-Time Data Personalization

Customer.io uses real-time data to personalize messages for each user. This ensures that users receive relevant information at the right time, enhancing their experience. Personalized messages help users feel valued and understood, leading to better engagement and retention.

3. Action-Based Triggers

With action-based triggers, you can send messages based on what users do or don’t do in your product. This helps guide users through the onboarding process by nudging them toward key actions and celebrating their milestones. It ensures that users receive timely and relevant information, improving their overall experience.

Pros of Customer.io 

• Highly customizable
• Supports multiple messaging channels
• Real-time data personalization
• Action-based messaging
• Effective A/B testing

 Cons of Customer.io

• Can be complex to set up
• Higher cost for advanced features
• Requires some technical knowledge

Supported Platforms

• Web (Browser-based)

Pricing

Customer.io offers the following plans:

• Essential: starts at $100/month
• Premium: starts at $1000/month
• Enterprise: custom pricing 

Customer support

• Email support
• Live chat support
• Help center with articles
• Video tutorials 

Average Rating

The average rating of Customer.io is 4.4 out of 5.

Testimonials

Final Verdict

Customer.io’s user-friendly design makes it easy to create interactive walkthroughs and guides. 

With Customer.io, you can make sure new users understand your product quickly, leading to better user satisfaction and retention. If you need a straightforward and effective onboarding solution, Customer.io is a solid choice.

10. Userlist

Userlist is a top tool for customer onboarding in SaaS. It helps you send targeted messages to new users, making sure they get the right guidance at the right time. 

With features like user behavior tracking and engagement tools, Userlist makes improving your onboarding process easy and effective.

List of Features

• Visual workflows
• Company accounts
• Behavior-based campaigns
• In-app messages
• Broadcasts
• Customer segmentation
• API integration
• Performance reporting
• Dynamic email composer
• Reusable snippets
• Subscription preferences
• SaaS email marketing
• User onboarding
• User management
• Customer success automation

Top 3 Features of Userlist

1. Visual Workflows

Userlist’s visual workflows let you build complex customer journeys with ease. You can create automated workflows that guide users through onboarding and other processes. This feature helps you deliver a smooth and engaging experience for your customers.

2. Behaviour-Based Campaigns

With Userlist, you can send messages based on what users do in your product. Behavior-based campaigns ensure that users get relevant information and aren’t bothered with unnecessary messages. This feature keeps users engaged and helps them find value in your product faster.

3. In-App Messages

Userlist’s in-app messages allow you to send targeted notifications directly within your product. You can reach users at the right moment with important information, updates, or tips. This feature helps improve user engagement and retention by delivering timely and relevant messages.

Pros of Userlist

• Easy to set up
• Highly customizable
• Powerful automation
• Detailed reporting
• Great customer support

 Cons of Userlist

• Learning curve for advanced features
• Higher cost for large teams
• Limited design flexibility

Supported Platforms

• Web (Browser-based)

Pricing

Userlist offers the following plans:

• Basic Plan: $149/month, 
• Professional Plan: $349/month
• Enterprise Plan: Custom pricing

 Customer support

• Email support
• Live chat support
• Help center with articles
• Video tutorials

Average Rating

The average rating of Userlist is 5 out of 5.

Testimonials

Final Verdict

Userlist is a powerful tool for customer onboarding in SaaS businesses. It helps you automate emails, track user behavior, and create personalized messages. 

With its easy-to-use interface, you can set up campaigns quickly and ensure your customers get the information they need when they need it. 

Table of Comparison

Best of Best Saas Customer Onboarding Tools

1. Intercom

Intercom is the most versatile tool, and it has lots of features that support different industries. It offers live chat, product tours, and in-app messaging, making it easy for users to get started. It’s user-friendly and integrates well with other tools.

2. Pendo

Pendo is known for its strong analytics and in-app messaging, proving itself among the best customer onboarding tools for SaaS. It’s great for big companies that need detailed insights into user behavior and feedback. Pendo helps you create personalized onboarding experiences that users will love.

3. Rocketlane

Rocketlane combines project management, collaboration, and communication. It’s perfect for businesses that need to manage complex onboarding projects. Rocketlane helps keep everything on track, ensuring projects are delivered on time and within budget.

Conclusion

Choosing the right customer onboarding tool is essential for any SaaS business. The tools we’ve covered can help make the onboarding process smoother and more effective, leading to happier customers and better retention. 

Whether you need simple task management or advanced analytics, there’s a tool on this list that fits your needs.

 Try out a few and see which one works best for your team and customers.

Frequently Asked Questions (FAQs)

1. What is a customer onboarding tool? 

A customer onboarding tool helps new users understand and use your product. It provides guides, tutorials, and messages to make the learning process easier.

2. Why is customer onboarding important for SaaS? 

Good onboarding helps users get the most out of your product quickly. This leads to higher satisfaction, better retention, and more chances of them sticking with your service.

3. How do onboarding tools improve user experience? 

Onboarding tools guide users step-by-step, provide helpful tips, and offer support. This makes it easier for users to understand your product and reduces frustration.

4. Can these tools integrate with other software? 

Yes, most onboarding tools can integrate with other software like CRM, email marketing, and analytics tools. This helps you streamline your processes and improve efficiency.

5. Do I need technical skills to use these tools? 

No, many onboarding tools are designed to be user-friendly and don’t require coding skills. You can create guides, messages, and workflows with simple drag-and-drop features.

6. Are there free trials available for these tools? 

Yes, most onboarding tools offer free trials. This lets you test the features and see if the tool meets your needs before committing to a paid plan.