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December 10, 2024
min read
10 Best Online SaaS Onboarding Tools for a Smooth User Experience
Discover the best online SaaS onboarding tool to streamline your user experience. Improve retention and simplify onboarding with these top 10 solutions.
User onboarding is a critical yet often challenging process for many SaaS businesses. A study by UserGuiding found that 97% of companies believe effective user onboarding is essential for product growth.
In this article, we'll explore the 10 best online SaaS onboarding tools for 2024.
These solutions are designed to streamline your onboarding process, enhance user experience, and boost retention rates.
What are the Best Online SaaS Onboarding Tool?
1. Coursebox.ai
What is Coursebox.ai?
Coursebox.ai is a leading SaaS onboarding tool that uses AI to make training and onboarding faster and more engaging. It helps companies create online courses from their existing content—like videos, documents, and websites—transforming it into interactive learning experiences.
Key Features
AI Tutor: Learners get real-time support with an AI chatbot trained on course content, making onboarding easier and more responsive.
Automated Course Creation: The AI course designer quickly builds course structures and quizzes, saving time on setup.
Instant Assessments: Coursebox provides automated grading and feedback, helping learners stay on track and improve faster.
Mobile-Friendly and White Labeling: Courses can be accessed from any device, with options for custom branding for a seamless user experience.
With Coursebox.ai, businesses can deliver efficient, AI-powered onboarding that scales easily, making it ideal for companies looking to enhance training and increase learner engagement.
Pricing
Free: 3 courses, 1 lesson with 3 AI-written pages, quizzes, and assignments; unlimited learners
Creator: Up to 10 courses, AI course writer, AI quiz generator, and branded certificates; for small businesses
Learning Designer: Up to 100 courses, AI chatbot tutor, group management, and learner commenting; for active course designers
Branded Teams: Up to 1,000 courses, full platform branding, custom domain, advanced user management; for teams with multiple designers
Enterprise: Custom pricing for high-volume course creation, tailored support, and advanced integrations
2. Userpilot
What is Userpilot?
Userpilot is an online SaaS onboarding tool that helps companies guide users through their product and increase engagement.
It’s built to make onboarding smooth and effective, helping users quickly understand and adopt new features.
Key Features
AI-Powered User Onboarding: With in-app guidance, Userpilot helps new users get familiar with a product and existing users discover new features right when they need them.
Product Analytics: Track user behavior and create custom reports to see how users are interacting with the product.
User Feedback: Collect feedback with in-app microsurveys to understand user needs and improve the onboarding experience.
Userpilot is a great choice for businesses looking to activate users, drive product adoption, and ensure a seamless onboarding journey with the help of AI-driven insights.
Pricing
Starter: From $249/month (billed annually) for up to 2,000 monthly active users, includes in-app engagement and NPS surveys.
Growth: From $799/month (billed annually), includes all Starter features, custom active users, product analytics, session replay, and localization.
Enterprise: Custom pricing, includes all Growth features, plus premium integrations, data sync, SAML SSO, and priority support.
3. Appcues
What is Appcues?
Appcues is a leading SaaS onboarding tool that helps businesses create engaging, interactive onboarding experiences without requiring engineering support. It allows you to guide new users, encourage feature adoption, and collect feedback, all within your app.
Key Features
User Onboarding: Easily design custom onboarding flows to guide users through your product and help them reach key milestones faster.
Feature Adoption: Use tooltips, checklists, and pop-ups to introduce new features and increase engagement.
In-App Surveys and Feedback: Collect insights directly from users with in-app surveys and NPS feedback to improve the onboarding experience.
Appcues is an ideal tool for companies looking to boost user engagement and help users quickly understand the value of their product through personalized, in-app guidance.
Pricing
Essentials: Starting at $249/month (billed annually) – includes 3 team members, flows, surveys, NPS, 5 audience segments, and 10 track events.
Growth: Starting at $879/month (billed annually) – includes 10 team members, checklists, resource center, unlimited audience segments, and integrations.
Enterprise: Custom pricing – unlimited team members, advanced security, SSO, roles and permissions, and premium support.
4. Intercom
What is Intercom?
Intercom is an AI-powered customer service platform that makes onboarding and support simple and efficient. Designed for SaaS and product-led growth, it lets companies guide new users, handle support, and collect user feedback in one place.
Key Features
AI-Powered Fin Agent: Quickly answers common questions so support teams have less work.
In-App Messaging & Onboarding: Create helpful product tours, guides, and checklists to get new users started.
Automated Support Workflows: Use bots and automatic replies to handle routine tasks.
Reporting & Insights: Track user engagement, support response times, and customer happiness.
Personalized User Messages: Send the right messages to the right users based on their actions.
Support Across Channels: Help users across chat, email, and a help center.
Intercom combines these tools to make onboarding easier, improve support, and keep users happy.
Pricing
Essential: $29 per seat/month – For small businesses needing basic customer support.
Advanced: $85 per seat/month – Adds automation tools and AI for growing teams.
Expert: $132 per seat/month – Includes advanced security, reporting, and collaboration for large teams.
Fin AI Agent: $0.99 per resolution – Adds AI-powered customer support on any plan.
Proactive Support Plus Add-On: $99/month – Adds extra in-app messaging tools like product tours and surveys.
Each plan is billed annually, with free trials available.
5. Pendo
What is Pendo?
Pendo is a powerful, AI-driven platform that helps businesses create great digital experiences for their users. It combines analytics, in-app messaging, feedback tools, and more to help SaaS companies onboard new users, track product usage, and improve engagement.
Key Features
Analytics: See what users do in your product, track their journey, and understand their behavior.
In-App Guides: Show messages, tips, and tutorials directly in your app to help users get started or discover new features.
Session Replay: Watch recordings of user sessions to see exactly how they interact with your product.
NPS Surveys: Measure user satisfaction by asking them how likely they are to recommend your product.
Feedback Collection: Capture user feedback to understand their needs and make better product decisions.
Roadmaps: Plan and share upcoming features with your team to keep everyone aligned.
Orchestrate: Engage users across different channels like email and in-app messaging based on their behavior.
AI-Powered Insights: Use AI to quickly analyze data and get useful insights without manual work.
Mobile Support: Deliver a consistent experience on mobile with Pendo’s mobile-specific tools.
Pricing
Free: For up to 500 monthly active users; includes basic analytics, in-app guides, NPS, and roadmaps.
Base: Custom pricing; includes product analytics, in-app guides, and one integration.
Core: Custom pricing; includes everything in Base, plus session replays.
Pulse: Custom pricing; includes everything in Core, plus NPS and product discovery features.
Ultimate: Custom pricing; includes everything in Pulse, plus advanced in-app guides and data sync.
6. WalkMe
What is WalkMe?
WalkMe is a digital adoption platform designed to simplify software use by guiding users through complex processes directly within the applications they’re using.
It overlays on top of any software to provide real-time, in-app guidance, helping users understand and use software features without needing extensive training or constant support.
Key Features
Onboarding & Training: Step-by-step in-app guides for quick onboarding and task learning.
Automation: Automates repetitive processes to save time and reduce errors.
Analytics: Tracks user interactions to highlight pain points and improve user experience.
Feature Adoption: Encourages engagement with new tools and updates directly within the app.
Self-Service Support: Provides in-app help, reducing the need for support requests.
WalkMe integrates with major software platforms like Salesforce and Workday, offering real-time guidance across web, desktop, and mobile apps.
Pricing
WalkMe Core: Helps teams use software better with in-app guides, analytics, and unlimited workflows. Contact for pricing.
Add-on Modules: Add extras like advanced analytics, customization, and security. Contact for pricing.
WalkMe Essentials: Ready-made solutions for key sales and HR tasks, set up in 4 weeks. Contact for pricing.
All plans need a custom quote based on what you need.
7. Chameleon
What is Chameleon?
Chameleon is a flexible, AI-driven onboarding and engagement tool for SaaS companies. It lets you build in-app experiences—like tooltips, tours, surveys, and banners—right inside your product to guide and educate users without extra engineering.
Chameleon integrates with popular tools like Salesforce and HubSpot, so you can personalize messages based on user data and actions, helping boost product adoption, reduce churn, and create smoother customer experiences.
It's a go-to choice for companies looking to automate user onboarding and engagement with real-time, personalized experiences.
Key Features
Product Tours: Step-by-step guidance to help users explore your product.
Tooltips: Pop-up tips that explain features as users interact with them.
Surveys: Collect user feedback within your app to improve experiences.
Launchers: Customizable icons to help users access tours or help content anytime.
HelpBar: A searchable help widget for on-demand support.
Banners: In-app banners for announcements and updates.
Real-Time Targeting: Show experiences based on user actions and attributes.
Customizable Design: Use your brand’s style and custom CSS for a consistent look.
Integrations: Sync with tools like Salesforce, Segment, and HubSpot for personalized onboarding.
No Engineering Needed: Build and deploy experiences easily with a Chrome extension.
Pricing
HelpBar: Free, includes basic CMD+K search and styling.
Startup: From $279/month, includes HelpBar with targeting, unlimited tours and tooltips, 5 microsurveys, 1 launcher, and custom CSS.
Growth: From $1500/month (annual billing), includes all Startup features plus unlimited experiences, A/B testing, rate limiting, unlimited goals tracking, and customer success support.
Enterprise: Custom pricing, includes all Growth features plus unlimited seats, roles & permissions, localization, account-switching, and contract redlining.
8. Whatfix
What is Whatfix?
Whatfix is a top digital adoption platform that helps businesses onboard and guide users with AI-powered, in-app support.
Designed for easy software adoption, Whatfix provides interactive, step-by-step guidance to help users quickly understand new tools and workflows without leaving the app.
Key Features
In-App Guidance: Offers real-time, on-screen assistance to help users navigate complex software.
Self-Help Support: Centralized, in-app support center that integrates with existing resources for instant answers.
Product Analytics: Tracks user interactions to see how tools are used and identify any challenges.
Personalized Walkthroughs: Tailored training and tutorials based on user roles or tasks.
Feedback and Surveys: Collects user feedback to continuously improve onboarding and usage.
Whatfix is ideal for businesses aiming to improve user onboarding, boost software adoption, and provide seamless user support across desktop, web, and mobile platforms.
Pricing
Standard Plan: For basic digital adoption needs – Contact for pricing.
Premium Plan: Adds advanced features like custom surveys and auto translation – Contact for pricing.
Enterprise Plan: Full customization, multi-app support, and enhanced security – Contact for pricing.
For specific pricing, it’s best to contact Whatfix for a custom quote based on your organization’s needs.
9. Apty
What is Apty?
Apty is a digital adoption platform designed to help businesses get more value from their software by making it easier for people to use.
It’s perfect for companies with complex tools that need simple, in-app guidance.
With Apty, users get on-screen assistance, interactive workflows, and task automation, which helps speed up onboarding, improve productivity, and reduce IT support costs.
Apty’s AI-driven features include:
In-app guidance: Step-by-step help directly in the software
Automated workflows: Simplifies tasks across multiple applications
Data validation: Ensures data accuracy and compliance
Analytics: Tracks user engagement to improve adoption
Apty is ideal for organizations looking to boost productivity and adoption of enterprise software like CRM, ERP, and HR platforms.
Pricing
According to Vendr’s data, the price for Apty ranges from around $26,000 to $78,000 (annually.)
10. UserGuiding
What is UserGuiding?
UserGuiding is a digital onboarding tool that helps companies create interactive in-app experiences to guide users. With UserGuiding, you can quickly set up product tours, tooltips, checklists, and more, all without needing to code. This makes it easy for SaaS companies to highlight key features, improve user adoption, and provide in-app support.
Key Features
Onboarding Tours: Step-by-step guides to walk new users through your product.
Tooltips and Hotspots: Highlight important features to improve understanding.
Checklists: Help users track onboarding steps to encourage engagement.
In-App Surveys: Collect feedback directly from users to shape your product.
Resource Centers: Provide all support resources in one place for easy access.
Analytics: Measure and optimize your onboarding for better results.
UserGuiding is designed to streamline user onboarding and drive product adoption, making it easier for teams to support and retain users.
Pricing
Basic Plan: $69/month, billed yearly – For startups and small businesses with essential features and support.
Professional Plan: $199/month, billed yearly – For growing companies with unlimited guides, no branding, and dedicated support.
Corporate Plan: Custom pricing – For enterprises needing full customization, personalized coaching, and advanced security.
What to Look For in an Online SaaS Onboarding Tool?
When choosing an online SaaS onboarding tool, it's important to consider a few key features that can make the process smoother for both you and your users. Here’s what to look for:
User-friendly Interface: The tool should be easy to navigate for both you and your customers.
Customization: Look for options that allow you to tailor the onboarding experience to match your brand and product.
Automation: Automation features can save time by handling repetitive tasks and guiding users through the process.
Analytics: Choose a tool that provides insights into user behavior and progress during onboarding.
Integrations: Make sure the tool works well with your existing systems like CRM, email marketing, and analytics platforms.
Support: Reliable customer support is a must in case you run into any issues.
Final Thoughts
In this post, we explored 10 of the best SaaS onboarding tools to enhance your user experience.
From user-friendly interfaces to powerful automation and analytics, these tools offer features that simplify onboarding and improve customer retention.
Whether you're looking for customization, integrations, or reliable support, there’s an option for every business.
Ready to create a seamless onboarding process? Try Coursebox.ai today and take your user experience to the next level!