The Best Customer Onboarding Software of 2026

Why use Mitti (by SafetyCulture)?

Mitti (by SafetyCulture) is the perfect choice if you’re looking for an efficient and hassle-free solution to manage the customer journey. With its simple and intuitive user interface, you can quickly set up customer onboarding processes and enable your team to get the most out of their customer relationships. It supports customer satisfaction surveys to identify customer pain points early on and track the success of your onboarding campaigns.

Features:

• Perform training assessments to verify that customer support teams adhere to best practices.

• Create customer surveys from scratch or use the pre-built templates from the Library.

• Collaborate with team members via Heads Up for quick and easy communication.

• Automate tasks and reduce manual efforts by creating workflows for onboarding tasks.

• Continuously improve the onboarding process for clients with the help of actionable insights from customer feedback.

Why use Rocketlane?

Rocketlane is a cloud-based client onboarding platform. Users can create customer education content easily and present it when needed. With Rocketlane, you can generate onboarding projects, assign tasks to team members, and make real-time process changes. You can load templates or create your own from scratch.

Features:

• Account management

• Activity tracking

• Access controls/permissions

• Process automation

Why use Document360?

Document360 is a knowledge-based management software that enables customer support teams to create and publish self-service content for customers. It features a user-friendly editor for product documentation, allowing users to easily add images, videos, tables, links, and callouts. Additionally, it offers the ability to maintain multiple versions of an article, utilize existing templates, and collaborate on articles.

Features:

• Advanced search

• Bulk operations

• Export to PDF

• Article templates

Why use Whatfix?

Whatfix is a tool that simplifies user onboarding and drives digital adoption for customer success. The software is easy to learn, allowing your team to start creating content after completing the platform’s onboarding process.

Features:

• Content lifecycle management

• Guidance analytics

• Smart context

• In-app surveys

Why use WalkMe?

WalkMe is a cloud-based user onboarding software that enhances customers’ learning experience by providing informed decision-making support. The code-free platform assists your team in creating product adoption flows that demonstrate the features and capabilities of your product.

Features:

• Customizable reports

• Pre-built templates

• Engagement analytics

• Real-time collaboration

Why use Intercom?

Intercom is a digital adoption platform that assists teams in mapping out customer journeys, tracking product usage, and connecting users to customer success teams. It is a code-free solution that uses data to enhance user adoption. It features a minimalist layout that is easy to navigate.

Features:

• Basic workflow

• Teams dashboard

• Shared inbox

• Article reporting and insights

Why use Pendo?

Pendo is designed to help product teams decrease churn and enhance customer satisfaction. The platform provides strong analytical capabilities, allowing for gathering and analyzing data on product adoption. The platform guides customers to improve the onboarding experience and decrease customer service calls using walkthroughs, in-app pop-ups, tooltips, and messages.

Features:

• Basic workflow

• Teams dashboard

• Shared inbox

• Article reporting and insights

Why use Hopscotch?

Hopscotch is a no-code client success software that allows teams to implement in-app messaging and gather data on user experience. The platform assists in creating interactive product guides to facilitate customer progress within the app.

Features:

• In-app messages

• Segmentation

• Customization

• Interactive product tours

Why use Userflow?

Userflow is a customer success software that allows teams to create user flows without coding. The platform offers a range of onboarding tools, including a checklist, product tour, resource center, and surveys. It has a clean interface that is well-suited for non-technical teams.

Features:

• In-app surveys

• Event tracking

• Get-started checklists

• Step-based flows

Why use Product Fruits?

Product Fruits allows teams to create interactive onboarding tours, walkthroughs, and in-tool tips based on customer feedback. The software features a user-friendly interface and a no-code editor, enabling users to highlight new app features, offer contextual support, and share important announcements.

Features:

• In-app announcements

• Feedback widget

• Knowledge base

• Net Promoter Score (NPS) and surveys

Why use GUIDEcx?

GUIDEcx is a platform that assists with client success and onboarding by automating tasks to guide users through their onboarding journey. The platform has a user-friendly layout allows all team members, regardless of technical expertise, to plan and create training materials and knowledge bases.

Features:

• Activity dashboard

• Client management

• Project and task automation

• Group task tracking