Master Onboarding With These 17 Powerful Onboarding Software Solutions 

Onboarding system software is the cornerstone of integration, fostering productivity, satisfaction, and long-term success.

This comprehensive guide delves into 21 top-tier software solutions meticulously crafted to streamline and elevate your onboarding processes across all fronts.

These tools promise to revolutionize how you onboard and engage with stakeholders.

Join us as we explore the cutting-edge capabilities of industry-leading solutions, each designed to propel your organization towards unparalleled efficiency and excellence in onboarding.

• Employee onboarding tools
• Client onboarding tools
• Customer onboarding tools
• Why is employee onboarding important?
• How does onboarding system software help?
• How do you choose the best onboarding system software?

Top 17 onboarding system software

Employee onboarding tools

Process Street 

Process Street is an intuitive and efficient onboarding software that offers customizable workflows and automation to streamline employee onboarding processes. While not free, it provides affordable plans suitable for small businesses, offering pre-designed templates, task assignments, and integration capabilities to enhance the onboarding experience.

• Pros: No-code, easy-to-use interface, highly customizable workflows, robust automation features, AI-powered workflow builder.
• Cons: Pricing may be a problem for small businesses.
• Best for: Small to medium-sized businesses seeking a cost-effective solution for streamlining employee onboarding.
• Why it’s a good onboarding system software: Process Street offers user-friendly features and customization options, making it suitable for businesses looking to optimize their employee onboarding processes within budget constraints.

BambooHR

BambooHR is a comprehensive HR onboarding software designed to streamline the employee onboarding process. It offers features such as document management, employee self-service portals, and automated workflows, providing a centralized solution for managing new hires’ information and tasks.

• Pros: Centralized employee data, customizable workflows, integrations with other HR tools.
• Cons: Pricing may be high for small businesses, some features may require additional modules.
• Best for: Small to medium-sized businesses looking for an all-in-one HR solution.
• Why it’s a good onboarding system software: BambooHR provides a range of features specifically tailored to HR processes, including onboarding, making it suitable for businesses of various sizes.

Zenefits

Zenefits is an HR platform that includes onboarding software for small business. It offers features such as electronic document signing, employee record management, and benefits administration, providing small businesses with an integrated solution to manage their HR and onboarding processes efficiently.

• Pros: User-friendly interface, integrates with payroll and benefits systems, mobile app availability.
• Cons: Pricing structure may be complex, limited customization options.
• Best for: Small businesses seeking an integrated HR solution with onboarding capabilities.
• Why it’s a good onboarding system software: Zenefits combines HR functionalities with onboarding features, providing small businesses with a comprehensive solution to manage their employee lifecycle effectively.

Client onboarding tools

Salesforce

Salesforce offers a robust platform for client onboarding software. It provides tools for managing client data, automating processes, and tracking interactions throughout the onboarding journey.

• Pros: Highly customizable, extensive integration options, scalable for businesses of all sizes.
• Cons: Steep learning curve, may require additional development for advanced customization.
• Best for: Businesses that require a flexible and scalable solution for client onboarding.
• Why it’s a good onboarding system software: Salesforce’s flexibility and scalability make it suitable for businesses looking to tailor their client onboarding processes to specific needs and scale as they grow.

HubSpot

HubSpot offers a suite of client onboarding software tools, including CRM, marketing automation, and customer service. It allows businesses to streamline onboarding workflows, track client interactions, and nurture relationships.

• Pros: All-in-one platform, user-friendly interface, extensive support resources.
• Cons: Pricing may be high for small businesses, some advanced features require additional modules.
• Best for: Businesses looking for an integrated solution for client management and onboarding.
• Why it’s a good onboarding system software: HubSpot’s comprehensive platform covers various aspects of client engagement, making it suitable for businesses seeking to enhance their onboarding processes and overall customer experience.

Monday.com

Monday.com is a versatile project management platform that can be adapted for client onboarding software. It offers customizable workflows, task management, and collaboration tools to streamline the onboarding process.

• Pros: Highly customizable, intuitive interface, extensive integrations.
• Cons: Pricing may be prohibitive for small teams, learning curve for complex setups.
• Best for: Businesses looking for a flexible project management solution for client onboarding.
• Why it’s a good onboarding system software: Monday.com’s flexibility allows businesses to create tailored workflows for client onboarding, enhancing efficiency and collaboration throughout the process.

Customer onboarding tools

Gainsight

Gainsight is a customer success platform that includes customer onboarding software capabilities. It enables businesses to automate onboarding processes, track customer progress, and drive product adoption.

• Pros: Robust automation features, comprehensive customer insights, scalable for enterprise needs.
• Cons: Complex setup and configuration, may require dedicated training.
• Best for: Enterprise businesses focused on customer success and retention.
• Why it’s a good onboarding system software: Gainsight’s emphasis on customer success aligns with the goal of effective customer onboarding, helping businesses drive adoption and value realization for their products or services.

Totango

Totango is a customer success platform that offers customer onboarding software features. It provides tools for personalized onboarding experiences, customer journey mapping, and health scoring.

• Pros: Customizable workflows, proactive customer engagement, analytics-driven insights.
• Cons: Pricing may be high for small businesses, requires integration with other systems for full functionality.
• Best for: Businesses prioritizing customer-centric onboarding and ongoing engagement.
• Why it’s a good onboarding system software: Totango’s focus on personalized onboarding and ongoing customer engagement helps businesses create meaningful experiences that drive long-term satisfaction and loyalty.

WalkMe

WalkMe is a digital adoption platform that includes customer onboarding software capabilities. It offers interactive guidance, on-screen tutorials, and analytics to optimize the onboarding process.

• Pros: Easy-to-use interface, real-time insights, customizable engagement tools.
• Cons: Pricing based on usage metrics, may require ongoing optimization for effectiveness.
• Best for: Businesses seeking to improve user adoption and onboarding for digital products or services.
• Why it’s a good onboarding system software: WalkMe’s interactive guidance and analytics-driven approach help businesses ensure smooth and effective customer onboarding experiences, leading to increased adoption and satisfaction.

ChurnZero

ChurnZero is a customer success platform that includes customer onboarding software features. It focuses on reducing churn by optimizing the onboarding process, tracking customer health, and facilitating proactive engagement.

• Pros: Automated workflows, predictive analytics, integrates with CRM and other systems.
• Cons: May require customization for specific use cases, pricing may be prohibitive for small businesses.
• Best for: Subscription-based businesses aiming to improve customer retention through optimized onboarding.
• Why it’s a good onboarding system software: ChurnZero’s focus on reducing churn through effective onboarding aligns with the goals of businesses seeking to maximize customer lifetime value and satisfaction.

Pendo

Pendo is a product experience platform that includes customer onboarding software features. It offers product adoption analytics, user guidance, and feedback collection to streamline the onboarding process and enhance user engagement.

• Pros: Comprehensive product analytics, customizable user guidance, feedback collection features.
• Cons: Pricing may be high for small businesses, some features require technical expertise for setup.
• Best for: SaaS companies and product teams focused on optimizing user onboarding and product adoption.
• Why it’s a good onboarding system software: Pendo’s emphasis on product experience and user engagement makes it an ideal choice for businesses seeking to deliver seamless onboarding experiences and drive product adoption.

Userpilot

Userpilot is a user onboarding and product adoption platform that offers customer onboarding software features. It enables businesses to create personalized onboarding flows, user segmentation, and in-app messaging to guide users through their journey.

• Pros: Drag-and-drop editor, customizable onboarding flows, analytics dashboard.
• Cons: Limited integrations, may require technical support for complex setups.
• Best for: SaaS companies and digital products aiming to improve user onboarding and product adoption.
• Why it’s a good onboarding system software: Userpilot’s focus on personalized onboarding and in-app messaging helps businesses create engaging experiences that drive user activation and retention.

Intercom

Intercom is a customer messaging platform that includes customer onboarding software features. It offers live chat, email campaigns, and in-app messages to engage with customers throughout their onboarding journey.

• Pros: Multi-channel communication, customizable messaging, integrates with CRM and other tools.
• Cons: Pricing may be high for small businesses, some features require additional modules.
• Best for: Businesses looking for a comprehensive messaging platform to guide customers through onboarding.
• Why it’s a good onboarding system software: Intercom’s multi-channel communication capabilities allow businesses to deliver personalized onboarding experiences, facilitating customer success and retention.

Appcues

Appcues is a user onboarding platform that offers customer onboarding software features. It allows businesses to create interactive onboarding flows, product tours, and tooltips to guide users and drive product adoption.

• Pros: No-code editor, customizable templates, analytics dashboard.
• Cons: Pricing may be high for large user bases, limited customization options for complex flows.
• Best for: SaaS companies and digital products seeking to improve user onboarding and feature adoption.
• Why it’s a good onboarding system software: Appcues’s no-code editor and customizable templates empower businesses to create engaging onboarding experiences tailored to their product, driving user activation and retention.

Wootric

Wootric is a customer experience management platform that includes customer onboarding software features. It offers in-app surveys, feedback collection, and NPS tracking to measure and improve the onboarding experience.

• Pros: Easy-to-use survey builder, real-time feedback collection, integrates with CRM and helpdesk tools.
• Cons: Limited customization options, may require additional tools for comprehensive analysis.
• Best for: Businesses focused on measuring and optimizing the customer onboarding experience.
• Why it’s a good onboarding system software: Wootric’s focus on customer feedback and NPS tracking helps businesses understand and improve the onboarding process, leading to higher satisfaction and retention rates.

UserGuiding

UserGuiding is a user onboarding and product adoption platform that provides customer onboarding software capabilities. It enables businesses to create interactive user guides, tooltips, and feature announcements to onboard and educate users effectively.

• Pros: Intuitive editor, customizable templates, analytics dashboard.
• Cons: Limited advanced features, may require technical support for complex setups.
• Best for: SaaS companies and digital products aiming to improve user onboarding and feature adoption.
• Why it’s a good onboarding system software: UserGuiding’s user-friendly editor and customizable templates make it easy for businesses to create engaging onboarding experiences that drive product adoption and user satisfaction.

Chameleon

Chameleon is a product adoption platform that includes customer onboarding software features. It offers product tours, in-app messaging, and user segmentation to personalize the onboarding experience and drive feature adoption.

• Pros: No-code editor, customizable templates, analytics dashboard.
• Cons: Pricing may be high for large user bases, limited customization options for complex flows.
• Best for: SaaS companies and digital products seeking to improve user onboarding and feature adoption.
• Why it’s a good onboarding system software: Chameleon’s no-code editor and customizable templates empower businesses to create tailored onboarding experiences that drive user activation and retention.

Why is employee onboarding important?

Employee onboarding is crucial for new hire retention, productivity, and engagement.

Statistics from Glassdoor show that a strong onboarding process can improve new hire retention by 82% and productivity by over 70%.

Moreover, onboarding introduces new hires to the organization’s culture, which is essential for their long-term success

It sets the stage for them to understand the company’s values, mission, and goals, and how their role contributes to the overall success of the organization.

This early introduction can increase engagement, loyalty, and job satisfaction, ultimately leading to higher retention rates and increased productivity.

How does onboarding system software help?

Onboarding system software plays a crucial role in helping companies streamline the onboarding process and integrate new employees efficiently.

This software automates workflows, provides a self-service portal for new hires, ensures compliance and risk management, conducts background checks, and offers onboarding checklists, new hire reviews, and employee feedback.

Let’s take a look at the top two features of onboarding system software:

Workflow automation

The key features of onboarding software significantly contribute to improving the efficiency of the onboarding process.

By automating workflows and providing self-service portals, the software saves time and empowers new employees to manage their own onboarding tasks.

Risk management

The compliance and risk management features help ensure that the company adheres to all legal requirements and industry standards.

Using onboarding software also provides continuous improvement through new hire reviews and employee feedback, allowing the company to identify areas for enhancement and make necessary adjustments.

The benefits of using onboarding software include time-saving, employee empowerment, compliance, and continuous improvement.

This leads to a more efficient and integrated onboarding process, ultimately contributing to a more positive experience for new employees and improved productivity for the company.

How do you choose the best onboarding system software?

When choosing the best onboarding system software, it’s important to consider the above-mentioned key features that will streamline the onboarding process and enhance the employee experience.

To ensure that you’re making the best choice, you can also:

Evaluate the user interface

Is it easy to navigate and organized? An intuitive and user-friendly interface will ensure the best experience for both employees and HR professionals.

Look for standout onboarding features

These include:

• Customizable workflows
• Digital document signing
• Automated task reminders

These features ensure a seamless onboarding experience.

Value-added features that align with your business needs

These should also be a priority.

This may include integration with existing HR systems, compliance management tools, and reporting capabilities to track onboarding progress and employee engagement.

Consider the software’s ability to personalize the onboarding experience for new hires, such as through personalized learning paths or onboarding portals.

Ultimately, the best onboarding system software will be one that not only streamlines processes but also enhances the overall employee experience.By prioritizing key features, user interface, and value-added capabilities, you can choose software that aligns with your business requirements and elevates your onboarding processes.