Top 6 Customer Onboarding Platforms in 2021


Acquiring new customers and retaining the existing ones are the biggest business goals. Especially in the new normal that is now upon us, it is of paramount importance that companies walk the extra mile to keep their customers, new or otherwise, fully engaged to make sure they don’t take their business elsewhere.

One of the most effective ways to inspire delight in customers and prevent churn is to make sure that you have a flawless customer onboarding process in place. This is crucial because a detailed onboarding gives them the confidence they need initially to get started with using your application.

This apart, it also helps you built product usage and adoption rather quickly because your customers get familiar with it sooner when onboarded properly.  

What is Customer Onboarding? 

Customer Onboarding is the process of introducing your customer to your product, making them understand it completely, and use and adopt it to the fullest potential.  

Here’s a stat that you might want to pay attention to: 

According to wyzowl, approximately 63% of customers say that onboarding – the level of support they are likely to receive post-sale – is an important consideration in whether they make the decision in the first place. 

This only reiterates the importance of customer onboarding. With effective customer onboarding in place, you can lower your churn rate, increase customer retention, provide a better customer experience, reduce support costs, and increase your revenue. 

What is a Customer Onboarding platform? 

A Customer Onboarding Platform is a tool that helps you to onboard your customers quickly and make them realize the WOW moment of your solution. A Customer Onboarding platform ensures that customers find value in every little feature and offering of your tech solution and that your product is being used to the fullest potential.  

Let us look at our hand-picked top tools that help you decide one that matches your business needs: 

  • Apty 
  • WalkMe 
  • Whatfix 
  • Userpilot 
  • Appcues 
  • Nickelled 


Apty is the world’s fasted growing Digital Adoption Platform which helps companies of all sizes transform their onboarding initiatives. Apty’s Customer Onboarding Platform is as powerful as it is easy-to-use.

With its code-free editor, creating onboarding material is quick and hassle-free. As a one-stop solution for all software adoption needs, Apty empowers organizations and employees alike.

apty home (1)

Apty follows the Digital Adoption Platform(DAP) cycle, that helps you understand your employees’ interactions with the application and analyze the way it is being used. It gives you a complete picture of where your users are getting stuck so you can proactively resolve challenges by providing them with the right help content as and where needed.  

Apty’s advanced analytics gives you detailed information on how your workflows, tooltips, announcements, launchers are being used, and basis these actionable insights you can deliver a superior software training experience to your workforce.  


WalkMe is a Digital Adoption Platform that makes your customer onboarding effortless. They provide various solutions such as customer onboarding, customer care, and customer success. Combined with proactive, step-by-step guidance and automation your employees can finish their tasks easily and effectively. 


With a customer onboarding platform like WalkMe, you can onboard new employees, improve employee engagement, and reduce churn rates and enhance UX. WalkMe’s key features include comprehensive analytics, effective user onboarding, improved customer experience, and seamless digital transformation. 


Whatfix is a customer onboarding platform that helps you to unlock the full potential of your web-based application. Make your digital adoption journey a successful one by empowering your employees to derive maximum value from your software investments. Use Whatfix metrics to see what flows are used most and identify the ones that must be further built or need to be altered. 


Whatfix, a SaaS solution, make your employee training effective by adding instructions and helps your end-users with customized in-app contexts. Some key benefits of Whatfix include a personalized user onboarding experience, omnichannel presence, on-the-job training, and useful widgets. 


Userpilot is a code-free customer onboarding platform that helps you to increase user adoption by allowing you to provide the right in-app experience at the right time during their journey. Userpilot provides you with a customized product experience that will blend seamlessly with the application.  


The best part is the customized in-app messaging that helps keep your users engaged with timely hints and tips. Userpilot allows you to test your hypotheses to identify dropouts in the user journey. It provides a seamless user onboarding experience based on their persona and helps them achieve company goals.  


Appcues is a product-led growth platform that provides better UX that leads to faster adoption and more profitable growth. Appcues make it easy to get actionable insights that help optimize your user onboarding experience. Leverage in-product announcements features that outperform your email campaigns.  


With a customer onboarding platform like Appcues you can onboard and engage your new users, drive your product adoption, collect feedback and user data, deliver personalized in-product campaigns, and provide self-service support. Also, you can provide on-demand support – when & where your users need it.  


Nickelled is a customer onboarding platform that provides onboarding experiences that are interactive, self-paced, and completely immersive.

With Nickelled, you do not need any software or code installation, as they are delivered from the cloud. Launch a guided tour in minutes without any file change requests or coding skills.

Nickelled (1)

With a platform like Nickelled, you can get good insights into how your customers are using the product and understand where they need help. Create new workflows, without recording the entire workflows again, and update the new version in minutes. 

Why Apty is the best onboarding Platform for your business:  

Apty has been the highest-rated Digital Adoption Platform on G2, for the last four quarters consecutively. Apty powers the onboarding efforts of several Fortune 500 giants, helping them overcome challenges relating to not just onboarding but also digital adoption, digital transformation, change management and more.

With Apty, you can reduce your onboarding & training costs up to 60%. If you’re still on the fence about which Onboarding tool to invest in, we recommend seeing Apty in action and find out for yourself why Apty is the best one around. 

Revanth Periyasamy
Written by Revanth Periyasamy

Revanth is a marketing champ at Apty. An ardent tech geek who loves to write on trending topics and is a big fan of all things relating to marketing.

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