2024 年 10 种最佳客户入门软件解决方案

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: 自定义定价 — 包括产品分析、应用内指南和一次集成。
• 核心: 自定义定价 — 向 Base 添加会话重播和 Pulse 功能。
• 脉冲: 自定义定价 — 向 Core 添加 NPS 和产品发现工具。
• 终极: 自定义定价 — 包含高级指南和数据同步的完整功能集。

10. 用户试点

什么是 Userpilot？

Userpilot 是一个旨在提供帮助的平台 企业机上用户，提高功能采用率，推动产品增长。

借助应用内指导、用户分析和反馈工具，Userpilot可以更轻松地在每个阶段理解和吸引用户。

主要特征

• 用户入门：引导新用户了解产品功能，使他们轻松入门并缩短价值实现时间。
• 产品分析：跟踪用户在整个产品旅程中的行为，并生成自定义报告以回答关键问题。
• 用户反馈：通过应用内微观调查收集实时反馈，以了解用户情绪并改善体验。

Userpilot 通过提供无缝的、数据驱动的入职体验，帮助企业激活用户、提高参与度并推动增长。

定价

• 初学者：每月 249 美元起（每年）— 多达 2,000 名月活跃用户，包括应用内参与度、NPS 调查和基本分析。
• 成长：每月 799 美元起（每年）— 自定义 MAU、高级分析、会话重播、应用内调查和本地化。
• 企业：自定义定价 — 包括所有增长功能以及高级集成、数据导出、SSO 和优先支持。

在客户入职软件中需要注意什么

在选择客户入职软件时，重要的是要找到一种适合您的业务需求并简化流程的工具。以下是需要考虑的关键功能：

• 易用性：该软件应易于您的团队和客户浏览。
• 自定义选项：寻找一个可以让你对入职体验进行个性化设置的平台。
• 自动化功能：它应该自动执行重复任务，从而节省您的时间和精力。
• 整合：确保它与您使用的其他工具（例如您的CRM或电子邮件平台）配合良好。
• 安全：选择具有强大安全功能的软件来保护客户数据。
• 客户支持：如果您需要帮助，请确保提供商提供可靠的支持。

最后的想法

我们分享了10种最佳的客户入门软件选项以及它们之所以有用的原因。这些工具可以节省时间，简化您的流程，并让您的客户顺利开始。无论您需要自动化、自定义还是轻松连接其他工具，这里都能满足您的需求。

想要一款简单而强大的入门工具吗？试试 Coursebox.ai!它可以帮助您快速管理入职流程，并给客户留下深刻的印象。访问他们的网站以了解更多信息并立即开始。