Best Customer Onboarding Software For 2024

April 20, 2024

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The best customer onboarding software will help drive customer success and retention.

Acquiring new customers is just the first hurdle. When I'm first introduced to a new service, a smooth onboarding process makes all the difference. It sets the tone for the entire relationship and directly impacts my likelihood of becoming a loyal, long-term user. This is where customer onboarding software comes in, helping businesses like yours turn those initial sign-ups into engaged brand advocates.

As a senior business executive and consultant with more than 20 years of experience leading global organizations of all sizes, I understand the challenges businesses face in choosing effective customer onboarding software solutions. With a deep knowledge of how effective customer onboarding can translate into retention, I’m here to guide you toward the best solutions for your needs.

This article is for service teams looking to:

  • Increase customer retention
  • Drive customer success
  • Optimize onboarding workflows

We will delve into:

  • What customer onboarding software is.
  • The high cost of a bad onboarding experience.
  • Key features of effective customer onboarding software.
  • The core benefits of onboarding solutions.
  • Why you should consider trying StartingPoint.

What is Customer Onboarding Software?

A new customer signs up for your service, excited to explore the value you offer. But then, they are hit with a wall of complex instructions, unintuitive interfaces, and a lack of clear direction. Frustration sets in, and their initial enthusiasm starts to dwindle. This is the onboarding nightmare scenario - and one that effective customer onboarding software is designed to eliminate.

Essentially, customer onboarding software is a suite of tools that streamlines the process of guiding new users through the initial steps of understanding and utilizing your offering. It's like a personalized roadmap to user success, ensuring they experience the full value of what you have to offer and can hit the ground running. Let’s consider why businesses are willing to invest in customer onboarding tools.

The High Cost Of A Bad Onboarding Experience

For me, neglecting a stellar onboarding experience is a missed opportunity. Studies show that a bad onboarding process can lead to:

Increased Churn Rates

If users can't figure out how to use your product or service quickly, they're more likely to abandon it altogether. Self-service empowers customers to help themselves. A whopping 88% of customers expect brands to have an online self-service portal. Successful self-service is about meeting customers where they are and this is only possible with a tailored onboarding experience.

Diminished Customer Lifetime Value

Disengaged users are less likely to become loyal customers and may not upgrade to premium plans or purchase additional products. Low customer lifetime value can create an uphill battle for businesses, particularly SaaS solutions that depend on recurring revenue from customers. A smooth user onboarding experience will ensure you can squeeze as much value from your customers as possible in the long term.

Negative Brand Perception

A frustrating onboarding experience can damage your brand reputation and deter potential customers from signing up. Before prospective customers sign up for your product or service, they want some level of assurance that you will take of them and offer the necessary resources to ensure maximum value is unlocked. Customers want to hit the ground running and experience quick time-to-value.

3 Features That Define Best-In-Class Customer Onboarding Software

Having spent years working with various customer onboarding solutions, I've found that the best ones prioritize these three key features:

User-Friendly Interface

New users shouldn't feel like they need a degree in engineering to navigate your platform. A user-friendly interface, characterized by intuitive navigation, clear instructions, and a clean design, is crucial for a seamless onboarding experience. Think contextual help menus and progress bars to keep users motivated. The software should help shorten time-to-value and enable users to unlock value.

Customization Options

A one-size-fits-all approach simply doesn't work. The best customer onboarding software empowers you to tailor the experience to user roles, company size, or specific goals. Imagine offering a streamlined onboarding process for individual users and a more in-depth walkthrough for enterprise clients. This personalized approach fosters deeper engagement and ensures users get the information they need most.

Integration Capabilities

In my experience, integration capabilities are a game-changer. Seamless integration with existing tools like CRMs, project management platforms, or marketing automation platforms eliminates data silos and streamlines workflows. For example, imagine pre-populating user profiles in your CRM with data automatically captured during the onboarding process. This saves time, reduces errors, and creates a more cohesive user experience.

3 Key Benefits Of Customer Onboarding Software

If you're still on the fence about implementing customer onboarding software, consider these compelling benefits:

Streamlined Onboarding Process

Customer onboarding software automates repetitive tasks such as sending welcome emails, assigning user roles, and scheduling training sessions. This eliminates bottlenecks and ensures a consistent, efficient experience for every new user.

Enhanced Customer Experience

In my opinion, a positive first impression is essential to building lasting customer relationships. Customer onboarding software fosters a positive user experience by providing clear guidance, interactive walkthroughs, and readily available support resources. This could include in-app chat functionality, access to a comprehensive knowledge base, or the ability to connect with a customer support representative directly within the platform. By making users feel supported and empowered, you're setting them up for success and increasing their overall satisfaction.

Data-Driven Insights & Analytics

Data is king! Customer onboarding software provides valuable insights into user behavior during the onboarding process. You can track user engagement with different onboarding elements, identify areas where users struggle, and measure the overall effectiveness of your onboarding strategy. This data empowers you to make data-driven decisions, personalize the onboarding experience further, and optimize it for maximum effectiveness.

Choosing the Best Customer Onboarding Software: Tailoring Your Selection

When it comes to choosing the right customer onboarding software, there's no one-size-fits-all solution. The best platform for your business will depend on your specific needs, budget, and target audience.

Choosing The Best Customer Onboarding Software

Here are some key factors to consider when evaluating customer onboarding software:

Company Size & Industry

The needs of a small startup will differ significantly from those of a large enterprise. Some platforms cater specifically to certain industries, offering pre-built onboarding workflows tailored to common customer journeys within that space.

User Personas

Understanding your ideal customer profiles is crucial. Are you targeting individual consumers or B2B organizations? What are their technical skills and preferred learning styles? Choose software that offers functionalities that resonate with your specific user base.


Customer onboarding software solutions come in a variety of pricing structures. Consider your budget constraints and prioritize features that align most closely with your onboarding goals. Many vendors offer free trials and demos, allowing you to test-drive the software before committing.

Leverage The Power Of Research

Don't be afraid to leverage the wealth of information available online. Popular review sites like G2 Crowd and Capterra offer in-depth customer reviews and comparisons of various onboarding software options. Industry publications and blogs often publish articles highlighting the best solutions in specific categories.

Evaluating Vendor Support & Integration Ecosystem

While features are important, the quality of vendor support and the robustness of the software's integration ecosystem are equally crucial considerations.

Responsive & Knowledgeable Support

A hiccup during the onboarding process can leave a negative impression on new users. Ensure the vendor offers responsive and knowledgeable customer support to address any user inquiries or technical issues promptly. Evaluate the availability of support channels (phone, email, live chat) and the average response times advertised by the vendor.

A Strong Integration Ecosystem

As I previously mentioned, seamless integration with existing tools can significantly enhance your onboarding workflows. Research the available integrations offered by each software vendor. Does it connect with your CRM, marketing automation platform, or other mission-critical tools? Prioritize solutions that offer a robust and ever-expanding integration ecosystem.

Test Drive Your Onboarding Options

Don't be afraid to get hands-on! Many customer onboarding software vendors, like StartingPoint, offer free trials and demos. This allows you to explore the platform firsthand, evaluate its functionalities, and assess its user-friendliness. Utilize these trials to test-drive different onboarding workflows and envision how the software would integrate with your existing processes.

Using StartingPoint As Customer Onboarding Software

An effective customer onboarding software solution will empower new users to grasp the value of your offering quickly, cultivate long-lasting customer relationships, and ultimately drive user adoption and retention. With a range of customer onboarding features designed to support customer retention and ensure customer success, StartingPoint is well-equipped to meet your needs as a centralized platform.

Take StartingPoint for a test drive today without charge.