10 Best Client Onboarding Software Solutions for 2024

Client onboarding is a critical yet often challenging process for many businesses. 

A study by Wyzowl found that 86% of new customers stay loyal to businesses that offer post-purchase onboarding content.

In this article, we'll explore the 10 best client onboarding software solutions for 2024. 

These tools are designed to streamline your onboarding process, enhance client satisfaction, and boost retention rates.

What are the Best Client Onboarding Software?

1. Coursebox

What is Coursebox?

Coursebox.ai is a smart eLearning platform that uses AI to make client onboarding and training easier and more effective. With Coursebox, you can quickly turn your existing content into engaging courses, automate repetitive tasks, and give learners personalized support.

Key Features

• Instant Course Creation: Upload your videos, documents, and websites, and Coursebox will help you build complete courses in minutes, letting you make the most of your current resources.
• 24/7 AI Tutoring: Learners can ask questions anytime and get real-time, course-specific answers from Coursebox’s AI tutor, ensuring they stay engaged and supported.
• Automated Grading & Feedback: Coursebox provides instant grading and feedback on quizzes and assignments, so learners get quick responses and stay motivated.
• Custom Branding: Brand everything from the learning platform to mobile apps, giving clients a seamless, professional experience.
• Easy Integration: Coursebox works with your existing systems, embedding right into your LMS or website for a smooth, uninterrupted learning process.

Coursebox.ai automates and simplifies training, making it a powerful tool for scaling eLearning and onboarding with AI-driven ease.

Pricing

• Free: $0/month – Create 3 courses with basic AI tools.
• Creator: $25/month (billed yearly) – Up to 10 courses, ideal for small businesses.
• Learning Designer: $34/month (billed yearly) – 100 courses, advanced AI tools for eLearning creators.
• Branded Teams: $584/month (billed yearly) – Fully branded platform with up to 1,000 courses and team accounts.
• Enterprise: Contact for pricing – Custom setup for larger organizations with extensive needs.

2. UserGuiding

What is UserGuiding?

UserGuiding is a powerful platform designed to help businesses onboard clients and guide users through products with ease. 

By focusing on creating self-serve, in-app experiences, UserGuiding enables product teams to improve engagement and adoption without needing to write code.

Key Features

• Fast, No-Code Setup: Build onboarding flows, product tours, and tooltips directly on your web app with UserGuiding’s Chrome extension—no coding required.
• In-App Support and Knowledge Base: Add a resource center to provide users with self-serve help, reducing support needs while increasing satisfaction.
• Analytics & User Segmentation: Track user behavior, collect feedback, and deliver personalized experiences to increase engagement and inform product strategy.
• Feature Adoption Campaigns: Use in-app modals, hotspots, and checklists to highlight new or underused features, driving up usage rates and engagement.
• Product Tours and Onboarding Checklists: Step-by-step guides and checklists help users navigate your product, making onboarding smooth and effective.

Pricing

• Basic Plan: $69/month – Essential tools for onboarding and engagement, ideal for startups.
• Professional Plan: $199/month – Unlimited guides, hotspots, and dedicated support for growing companies.
• Corporate Plan: Custom pricing – Fully customizable, includes coaching and advanced security options for enterprises.

3. OnRamp.us

What is OnRamp?

OnRamp is a streamlined platform designed to make client onboarding smooth, efficient, and engaging. 

It’s built for businesses that need to guide customers through their first steps and beyond, helping them reach success quickly and seamlessly.

Key Features

• Personalized Customer Portals: Each customer journey is tailored with step-by-step guidance, automated tasks, and progress tracking to keep everything on track.
• Intuitive Tools for Teams: With customizable playbooks, CRM integration, and real-time project tracking, OnRamp empowers teams to manage onboarding at scale.
• Automated Workflows: Save time with automated welcomes, reminders, and streamlined project creation, ensuring no step is missed.
• Enhanced Collaboration: Centralized file storage and in-app messaging keep teams and clients aligned in one convenient place.

OnRamp allows you to deliver a smooth onboarding experience, build customer trust, and ultimately drive retention and long-term success.

Pricing

Custom pricing

4. Rocketlane

What is Rocketlane?

Rocketlane is a robust platform that helps teams manage client onboarding, implementation, and professional services projects all in one place. Designed to make onboarding seamless and effective, Rocketlane provides tools to deliver projects on time, on budget, and with a top-notch customer experience.

Key Features

• Collaborative Customer Portal: Give clients an easy-to-use, dedicated portal where they can track progress, complete tasks, and stay engaged throughout the onboarding process.
• Automated Project Management: With customizable templates, automated workflows, and task tracking, Rocketlane makes it easy to start and manage projects efficiently.
• Real-Time Project Health: Keep an eye on project performance, spot issues early, and keep everything running smoothly with live status updates.
• Financial and Resource Tracking: Tie in your budgeting and resource management to stay profitable, track costs, and avoid revenue leaks.
• Seamless Communication: Collaborate with customers and teams through built-in chat, Slack, and email integrations, ensuring everyone stays connected.

Rocketlane empowers teams to provide a smooth onboarding experience, keeping clients informed, engaged, and on track to success from day one.

Pricing

• Essential: $19/month per team member (billed annually) – Core onboarding tools for small teams, with unlimited projects and customer members.
• Standard: $49/month per team member (billed annually) – Includes advanced templates, integrations, and partner collaboration.
• Premium: $69/month per team member (billed annually) – Adds project budgeting, resource management, and detailed financial tracking.
• Enterprise: $99/month per team member (billed annually) – Full customization with advanced automation, resource planning, and security features.

5. ChurnZero

What is ChurnZero?

ChurnZero is a leading platform designed to help businesses manage client success and reduce churn. Built to improve onboarding and increase customer retention, it provides tools that make it easy to keep clients engaged and satisfied from day one.

Key Features

• Accelerated Onboarding: Streamline the onboarding process to get clients up and running faster, reducing onboarding time by up to 65%.
• Boosted Product Adoption: Keep clients engaged with personalized tools that encourage ongoing use and help them discover more product value.
• Retention and Growth Insights: Access real-time customer insights, helping you identify churn risks early and see opportunities for expansion.
• Scalable Customer Success: Manage a large number of accounts effectively with automations that increase CSM (Customer Success Manager) account coverage.

ChurnZero helps you improve client onboarding, strengthen customer relationships, and drive retention, making it an essential tool for customer success teams focused on long-term client satisfaction.

Pricing

Range from $19,700 to $87,500 – Pricing varies based on the number of users.

6. GUIDEcx

What is GUIDEcx?

GUIDEcx is a customer onboarding platform designed to help businesses create smooth, effective onboarding experiences. By focusing on clear communication and transparency, GUIDEcx ensures clients feel informed, engaged, and satisfied from the start.

Key Features

• Collaborative Onboarding: Work with clients through email, SMS, and login-free portals, making collaboration easy and accessible.
• Automated Project Management: Use templates and AI-powered analytics to track progress, forecast project timelines, and increase team efficiency.
• Enhanced Visibility: Give clients and team members real-time insight into project status with role-based views and progress tracking.
• Seamless Integrations: Connect GUIDEcx with over 1,000 applications to streamline workflows and reduce manual tasks.

GUIDEcx reduces onboarding time and boosts customer engagement, helping businesses deliver value sooner and set the stage for long-term success.

Pricing

• Starter: $143/month per license – Includes unlimited projects, team members, and customers, with project views and a customer portal.
• Premium: Contact for pricing – Adds integrations with tools like Salesforce and HubSpot, API access, and live support chat.
• Advanced: Contact for pricing – Includes advanced resource management, custom email templates, embedded customer portal, and Single Sign-On.

7. ClientSuccess

What is ClientSuccess?

ClientSuccess is a customer success platform that helps businesses onboard clients quickly, increase retention, and reduce churn. Designed to make customer success easy and effective, ClientSuccess provides tools for managing the entire customer journey, from onboarding to renewal.

Key Features

• Collaborative Onboarding: Streamline client onboarding with branded portals, project templates, and real-time visibility, helping clients start strong.
• Customer Health Insights: Use the SuccessScore™ and real-time reporting to monitor customer engagement, satisfaction, and overall health.
• AI-Driven Automations: SmartCS™ automates customer communications and tasks, helping teams focus on proactive success strategies.
• Seamless Integrations: Connects with popular tools like Salesforce, Hubspot, and Slack, creating a complete view of customer data.

ClientSuccess is an easy-to-use platform that supports client onboarding, helps prevent churn, and drives long-term growth by keeping customers engaged and satisfied.

Pricing

• Startup Package: Essential tools for early-stage startups, includes basic onboarding.
• Growth Package: Designed for SMB to mid-market companies, includes advanced customer success tools.
• Enterprise Package: Comprehensive features for large organizations, with full support and customization options.

You can contact ClientSuccess for specific pricing details.

8. WalkMe

What is WalkMe?

WalkMe is a digital adoption platform that helps businesses streamline client onboarding, guide users through software, and automate tasks. 

By overlaying on any application, WalkMe provides personalized in-app guidance and tracks how users interact with software to ensure they get the support they need.

Key Features

• In-App Guidance: Offers step-by-step help and interactive walkthroughs to assist users as they navigate software.
• Automated Workflows: Speeds up tasks by automating repetitive actions and reducing friction in workflows.
• Real-Time Analytics: Tracks software usage and identifies where users may struggle, helping improve user experience and software adoption.
• Seamless Integrations: Connects with major platforms like Salesforce, Microsoft, and Workday to provide a consistent experience across systems.

WalkMe helps businesses reduce onboarding time, increase software adoption, and ensure users feel confident and supported as they use digital tools.

Pricing

• WalkMe Core: Comprehensive digital adoption platform with analytics, in-app guidance, and custom workflows. Get a quote.
• Add-On Modules: Optional add-ons like Enterprise Analytics, Customization & Collaboration, and Enterprise Security. Get a quote.
• WalkMe Essentials: Fixed-price package with pre-built workflows for quick setup on platforms like Salesforce, Microsoft Dynamics, or Workday. Get a quote.

9. Pendo

What is Pendo?

Pendo is a powerful digital adoption platform designed to help businesses improve user experiences and streamline client onboarding. 

By combining in-app guidance, user feedback, and advanced analytics, Pendo supports both customer and employee onboarding, making it easier to track engagement and drive product adoption.

Key Features 

• Product Analytics: Gain insights into how users interact with your software, helping you understand usage patterns and improve user experiences.
• In-App Guides: Communicate directly with users through in-app messages and walkthroughs, making onboarding smooth and engaging.
• Feedback Collection: Gather and analyze user feedback to ensure you’re building features that users want.
• Roadmaps and Planning: Use Pendo’s tools to align teams on product priorities and track progress effectively.

Pendo helps organizations drive adoption, reduce churn, and make data-driven decisions to continuously enhance the user experience.

Pricing

• Free: For up to 500 monthly active users, includes analytics, in-app guides, and NPS. No credit card required.
• Base: Custom pricing – Includes product analytics, in-app guides, and one integration.
• Core: Custom pricing – Adds session replays and Pulse features to Base.
• Pulse: Custom pricing – Adds NPS and product discovery tools to Core.
• Ultimate: Custom pricing – Full feature set with advanced guides and data synchronization.

10. Userpilot

What is Userpilot?

Userpilot is a platform designed to help businesses onboard users, increase feature adoption, and drive product growth. 

With tools for in-app guidance, user analytics, and feedback, Userpilot makes it easier to understand and engage users at every stage.

Key Features

• User Onboarding: Guide new users through product features, making it easy for them to get started and reducing time-to-value.
• Product Analytics: Track user behavior across the product journey and generate custom reports to answer key questions.
• User Feedback: Collect real-time feedback with in-app microsurveys to understand user sentiment and improve experiences.

Userpilot helps businesses activate users, boost engagement, and drive growth by providing a seamless, data-driven onboarding experience.

Pricing

• Starter: From $249/month (annually) – Up to 2,000 monthly active users, includes in-app engagement, NPS surveys, and basic analytics.
• Growth: From $799/month (annually) – Custom MAUs, advanced analytics, session replay, in-app surveys, and localization.
• Enterprise: Custom pricing – Includes all Growth features plus premium integrations, data export, SSO, and priority support.

What to Look For in a Client Onboarding Software

When choosing client onboarding software, it's important to find a tool that fits your business needs and streamlines the process. Here are key features to consider:

• Ease of Use: The software should be simple for both your team and clients to navigate.
• Customization Options: Look for a platform that lets you personalize the onboarding experience.
• Automation Features: It should automate repetitive tasks, saving you time and effort.
• Integrations: Make sure it works well with other tools you use, like your CRM or email platform.
• Security: Choose software with strong security features to protect client data.
• Customer Support: Ensure the provider offers reliable support in case you need help.

Final Thoughts

We’ve shared the 10 best client onboarding software options and what makes them helpful. These tools can save time, make your process easier, and give your clients a smooth start. Whether you need automation, customization, or easy connections with other tools, there’s something here for you.

Want a simple and powerful onboarding tool? Try Coursebox.ai! It helps you manage onboarding quickly and leaves your clients impressed. Visit their website to learn more and get started today.