Best Tools for New Client Onboarding

Looking for the best new client onboarding tool for your SaaS company?

There are plenty of solutions for new client onboarding on review sites, but they don’t make the choice any easier. The crux of the issue is – to make the right choice, you need to account for your priorities: your different jobs to be done, your budget, and the size of the company.

But don’t worry – we’re coming to help! In this post, we’ll discuss exactly that – which new client onboarding tool is best depending on the different criteria that companies looking for new client onboarding software typically have. Let’s dive in!

What is new client onboarding?

New client onboarding is a process that involves welcoming new clients, answering their questions, and ensuring they understand what your company offers. It’s usually delivered by Customer Success Managers for high-touch “white glove”client onboarding and may be automated for lower-ACV prosumer customers e.g. in SaaS.

Either way, it’s the time when your company establishes the relationship with your new client/customer, so it’s critical to get things right.

New clients might feel stressed about the onboarding time, wondering about the amount of time it will take them to truly understand and adopt your service/product, and feeling buyer’s remorse – whether they made the right choice and that you’re worth their time and money.

On the flip side, your customer success agents don’t know what the cooperation with the new client will be like, what are the client’s goals, and if it will be really possible to meet their expectations.

Let’s dive deeper into why new client onboarding is important, and how to get it right!

Why is new client onboarding important?

The new client onboarding phase is like the first date you may have with a new “romantic interest” – it’s a make-or-break few hours that determine if the next date is going to happen. Likewise, client onboarding may not last long, but it sets the stage for your whole relationship with that client.

Here’s why it’s so critical:

• The onboarding stage is a deciding factor for a lot of your clients whether to continue business with your company or not. According to Hubspot, 63% of customers consider the onboarding process when making a purchase.
• And no wonder – as the first interactions with your team, and whether there’s a lot of friction in the onboarding process or not – determine how your client perceives your company’s service level.
• Based on that, they would probably recommend your product/service to their friends or…not. So client onboarding also affects your Word of Mouth (WOM).
• This means that a bad client onboarding experience will likely leave you with poor reviews. And reviews on review sites like G2 or Capterra are an important deciding factor for most prospects considering your tool.
• Last but not least – the client onboarding phase affects the churn likelihood of your clients. If the goals are not set right in the onboarding phase, the expectations are not managed, and your client does not feel like they are reaching success – they will be more likely to feel disappointed in your product and churn.

Why do you need new client onboarding tools?

Wondering why you even need a new client onboarding tool? There are several reasons why you may need one:

Let’s face it: you can’t provide a premium onboarding service to every client by hand, especially if you’re growing rapidly, and you’re selling to several client sectors.

And yet – considering what we discussed in the ‘importance of client onboarding’ – you really cannot afford to drop the ball on your ‘smaller’ users. So what can you do? To conduct new client onboarding well and reduce friction for your new clients, you need the right onboarding tools.

Here’s what the right new client onboarding tool that will allow you to do:

• Provide personalized onboarding flows that will be self-serve – will reduce the time your CSMs will need to spend with your clients explaining every feature of your product.
• Segment your users by company size, role, use case, and Job-to-be-done – to make sure you can deliver the right onboarding experiences to the right person, at the right time.
• Easily conduct surveys to understand your users’ goals, motivations, expectations, JTBDs, and desired outcomes.
• Track user journeys with simple user analytics and react to any problems as they arise.
• Provide self-serve support materials right inside your product, in a resource hub.

Your new client onboarding tools will allow you to do all the above synchronously, without having to deploy an army of CSMs on every single client.

Must have features of good new client onboarding tools

Before picking your new client onboarding tool, you should check if it has most of the must-have features of a good onboarding tool.

Here’s what to look for before picking your client onboarding solution:

• Great segmentation capabilities – so you can segment your new clients by size, job to be done, role, use case, etc. – but also by in-app behavior.
• Ability to create no-code microsurveys – so you can easily collect additional information about your new clients that will help you customize their onboarding flows and experience.
• Features for creating no-code in-app experiences for onboarding: onboarding flows, checklists, tooltips, and modals.
• The option to create in-app resource centers for your new clients with multimedia content hubs – including help docs, knowledge base articles, video tutorials, as well onboarding flows. The knowledge hub should be available in-app and searchable by KWs.
• User analytics to monitor new client behavior inside your product, and catch customers that are failing to achieve their goals early – to offer them more personalized “human” support.

Best new client onboarding tools

Hopefully, you now understand that you need a new client onboarding tool. Now – which one is the best?

• Userpilot – best client onboarding tool for self-serve user onboarding, segmentation, and simple analytics.
• Appcues – best tool for new client onboarding with easy-to-use templates.
• UserGuiding – best client onboarding tool for product adoption for small startups on a budget.
• Chameleon – best growth tool for customer feedback and sentiment analysis.
• Pendo – the product growth tool with the best user analytics.

Let’s dive deeper into how each stacks up for different company sizes, budgets, and jobs to be done!

Userpilot- Best new client onboarding platform for user onboarding

Userpilot is a powerful product adoption platform that enables you to quickly build personalized, flexible, contextually relevant in-app experiences targeted to different user segments – all without writing a line of code.

Userpilot was built specifically for SaaS product teams that want to improve their user onboarding experience and boost user activation.

You can build a huge variety of user onboarding experiences and in-app guidance flows without needing to code.

Here’s what you’ll get when you start using Userpilot:

• Forget about coding in-app experiences: Userpilot is a no-code solution and only requires your dev to install a line of javascript inside your app and for you to download a chrome extension that opens up the visual builder.
• Build in-app flows using the largest range of UI patterns (modals, slideouts, tooltips, hotspots, banners) and in-app onboarding experiences (checklists, microsurveys, NPS surveys, in-app resource center).
• Get access to a built-in NPS tool for collecting and analyzing user sentiment so you can improve your onboarding process based on real data.
• Create and track combinations of in-app events like clicks, hovers and form fills, and then analyze all these interactions under your own custom events, which can be built without code or API calls.
• Use advanced product analytics and in-app flows analytics to identify where users need help and create granular user segments to trigger in-app experiences contextually (segment based on user identification data, in-app engagement, custom events, clicks, hovers, form fills, user feedback responses, NPS scores and more).
• Enhance the onboarding experience with in-app help by launching a Resource Center directly inside your app. Add in-app guides, and video tutorials, and give users access to search the knowledge base or reach out to support. Self-service has never been easier.

The best user onboarding is contextual and it happens right where the users need it, inside your app. There isn’t a better user onboarding tool out there that offers more value for the money than Userpilot.

Schedule a demo with our team and get ready to build the best onboarding experiences your users have seen.

Pros of Userpilot

Userpilot has a number of advantages, especially for mid-market SaaS companies looking for a robust but at the same time very easy-to-use, a no-code tool for user onboarding, product adoption, and simplified product analytics.

Let’s have a look at the pros of using Userpilot:

• No-code builder – Userpilot comes with an easy-to-use Chrome Extension builder.
• Multiple UI patterns – choose from a range of options to build customized flows: modals, slideouts, banners, tooltips, hotspots, and checklists are all at your disposal.
• UI patterns are not limited by plan – you get access to all of them on every single plan, meaning you get value even with the Traction plan (this is the entry-level one).
• Engaging walkthroughs and onboarding flows- build interactive walkthroughs targeted to distinct user segments.
• In-app help – build a resource center offering self-service support to your users, customize it with your branding, and select from a range of help options to boost user satisfaction (i.e. videos, in-app flows, chat, and more).
• Experimentation – built-in A/B testing for flows lets you explore and quickly iterate based on direct user behavior.
• Powerful feedback options- integrated NPS surveys with analytics and response tagging unlock insight into how your users feel.
• Advanced analytics and segmentation- analyze product usage and in-app flow engagement and build user segments using the data.
• Event tracking and feature tags- tag UI engagement (clicks, form fills, hovers) and group them into one custom event to track what really matters.
• More value with integrations- unlock value faster with built-in integrations with popular tools like Segment, Amplitude, Mixpanel, Kissmetrics, Intercom, Heap, and more.

Cons of Userpilot

There are, however, some downsides to Userpilot as well:

• Browser/web app only – Userpilot won’t run on mobile devices/applications.
• Doesn’t support employee onboarding- The tool is better suited for customer onboarding than for employee onboarding as you can’t build in-app guides on third-party tools.
• Missing integrations – doesn’t have built-in integrations with some tools, but it has webhooks, and Hubspot and Zapier are coming soon.
• Not appropriate for small startups on a shoestring budget (<$100)- Userpilot is a powerful, mid-market to the enterprise-level tool. So $249 a month might be too expensive for really small startups.

What users say about Userpilot

Userpilot is clearly not for everyone, but let’s check what users like about the tool:

Userpilot is an incredible, user-friendly software that allows us to create unforgettable experiences for our clients! From basic to complex experiences, we have been able to do them all with ease! I would highly recommend this software to anyone who wants to provide their clients or users with the best product tour experience. The possibilities of what you can create are endless! – Tayla G.

Userpilot is simple to set up, use, and does not require any dev – which means instant publishing. This is critical for us as a SaaS company that releases new features frequently; we need the ability to inform our customers of changes quickly, and doing this in our platform through Userpilot allows us to reach the right audience, at the right time, in the right place. There have been many awesome extra features we’ve discovered since coming on board, and it’s been great to see new features released frequently. The tool itself is intuitive and reliable. Having used similar products previously that were clunky and buggy this has really made us happy with our decision to move to Userpilot. – Melina K.

The price-to-feature ratio is the best for Userpilot. Other cheaper tools in the market would definitely not fulfill your needs, and others like Pendo would be out of budget. Userpilot sits in that sweet spot. – Saurav S.

Obviously, no tool can make everyone 100% happy all of the time – but if you check most reviews on G2 or Capterra, Userpilot users don’t seem to complain about it a lot.

Here are some of Userpilot’s negative reviews in their own words.

A few features are missing, but there are workarounds for most of the problems that might occur. They have great customer service that will assist you if there is anything you cannot figure out. The app can be quite technical at times and there are bugs now and then, but that is often sorted really quickly. Carl

Userpilot pricing

Userpilot’s transparent pricing ranges from $249/month on the entry-level end to an Enterprise tier for larger companies.

Furthermore, Userpilot’s entry-level plan includes access to all UI patterns and should include everything that most mid-market SaaS businesses need to get started.

Userpilot has three paid plans to choose from:

• Starter: The entry-level Starter plan starts at $249/month and includes features like segmentation, product analytics, reporting, user engagement, NPS feedback, and customization.
• Growth: The Growth plan starts at $749/month and includes features like resource centers, advanced event-based triggers, unlimited feature tagging, AI-powered content localization, EU hosting options, and a dedicated customer success manager.
• Enterprise: The Enterprise plan uses custom pricing and includes all the features from Starter + Growth plus custom roles/permissions, access to premium integrations, priority support, custom contract, SLA, SAML SSO, activity logs, security audit, and compliance (SOC 2/GDPR).

Appcues- Best new client onboarding platform for product adoption

Appcues is another no-code user onboarding platform that helps non-technical teams track and analyze product usage. You can publish in-app onboarding tours, announcements, and launch surveys.

Unlike Userpilot, the functionality is limited if you are using the basic plans.

When it comes to driving product adoption, Appcues offers the main functionality as its competitors but highly restricts it when using its lower plan. This makes it quite pricey if you need checklists for example, which are quite an essential tool for getting users to engage and adopt your product.

Here’s how Appcues can help drive adoption:

• Building a product tour in Appcues is relatively easy. You can choose from a range of UI patterns and use a friendly Chrome extension builder. If you want to style the modals or tooltips in your tour to match your native UI, you might need to resort to CSS.
• Welcome screens are an integral part of Appcues product tour templates. You can mostly customize them as you please by adding or removing elements, micro surveys, etc.
• The flows option offers 4 main onboarding elements (modal group, tooltip group, slideout group, and hotspot group) and only 1 action – navigating to a different page.
• You can get access to building checklists but only on the more expensive plans.
• Unlike its alternatives, Appcues doesn’t offer the possibility of building an in-app resource center.

Pros of Appcues

Let’s look at some key advantages of Appcues:

• It makes it easy to build product tours with a user-friendly UI and predefined templates that can save you time.
• Can be used on web apps and mobile apps too.
• It integrates with most user analytics tools: Heap, Segment, Amplitude, and Mixpanel. This compensates a bit for the lack of in-depth analytics but means you need multiple subscriptions.
• You can use predefined flows or build your own using a good range of UI patterns.
• Allows basic segmentation and event-based flow triggering.
• It’s easy to build in-app surveys using modals or the integrated NPS tool.

Cons of Appcues

But as any tool, Appcues is not without its flows – and at this price point, we think you may really want to consider some options that offer the same or more advanced functionality, but at a lower price tag:

• Appcues lacks certain transition actions like driven actions, scroll position, or page change, which would make product tours more interactive.
• It heavily limits the functionality available in the lowest (Essentials) plan. If you need checklists, more than 10 events, or more than 5 user segments, you’ll need to upgrade to the Growth plan (starting at $879/mo payable annually, which means you need to fork out more than $10,500 to start using Appcues for more use cases.
• Appcues doesn’t have a resource center feature, meaning you can’t use it to offer self-service support to your users.

What users say about Appcues

What do Appcues users share about their experience? Overall users feel positive about Appcues.

Here’s an example summarizing some key points about its features and the value it offers. You can find more reviews on G2 or Capterra.

The best part of Appcues is the guided tour features which they call flaws. Especially on a team with limited resources, it allows you to improve your activation and engagement overnight by using this feature to guide your users around your product. What I love even more is the design and UX features are modern unlike other tour tools we’ve researched, and the software is easy-to-use with the need for a developer after the initial installation. – Raeann F.

However, there are some points that could be improved:

As with all software, you will run into irritating limitations. Appcues does collect a lot of data that could automatically be turned into user attributes (like the first log-in or visits per month) but they don’t do that. Jumping between the build mode and the studio can also become very confusing at times. – Ville T.

Appcues pricing

All things considered, Appcues does not offer the best value for money compared to some Appcues alternatives – at $249 per month. If your product has 2,500 active users, the costs for different plans are:

• Essentials: $249/month (Up to 3 user licenses)
• Growth: $879/month (Up to 10 user licenses)
• Enterprise: Custom (Unlimited user licenses)

UserGuiding- Best new client onboarding platform for user segmentation

UserGuiding is a lower-cost, entry-level product adoption tool offering a range of features to help companies onboard new customers and boost the product adoption.

UserGuiding excels at building simple onboarding experiences for users. It includes a no-code builder, segmentation options, and easily added UI patterns like hotspots, tooltips, and modals.

Although it also has some other goodies like a resource center and analytics, the meat of this product is its onboarding flow builder. If all you’re looking for is a relatively easy way to build simple onboarding flows, this could be a great choice for you. However, people looking for more analytics, customization, or complex integrations should probably look elsewhere.

UserGuiding comes with a decent segmentation feature that allows you to create customer segments and build personalized flows for them.

Segmentation is available in all three pricing plans and there are no limits.

In a nutshell, UserGuiding has the following attributes and filtering options for segmentation:

• Segment customers by browser tributes, such as operating system, device, browser, language, and visited pages.
• Segment customers based on their product usage, and in-app guide interaction.
• Lastly, segment customers by different user attributes, including user ID, web session, and first and last interaction.

Pros of UserGuiding

There are some advantages when it comes to choosing UserGuiding. Here are its pros:

• For small startups or independent businesses, the price is an attractive element to consider.
• A good variety of UI patterns to choose from when building flows and guides.
• Unlike some of the more expensive options, you can choose to add a Resource Center (a bonus for self-service support).
• For a budget tool, UserGuiding still offers integrations with other applications, such as Mixpanel, Hubspot, Woopra, Slack, Webhook, etc.

Cons of UserGuiding

Though UserGuiding is a solid product many improvements are still needed. The cons of using UserGuiding include:

• There are many bugs and performance issues when using the tool. The UI is also fairly tricky to navigate.
• It has limited functionality, particularly on the basic plan. There you only have a small range of features available – all with the UserGuiding watermark/branding.
• Technical knowledge is required to get the maximum out of this product.
• Customization and design options for UI patterns aren’t the greatest.

What users say about UserGuiding

If you check the product review sites, most people like using UserGuiding.

Here are some reviews from real users:

Creating guides/checklists are easy to implement. It does not take a lot of time to make adjustments when you need to make changes.
You can go live with a simple guide or checklist within minutes. I was able to go live within a few days of getting started. – Administrator in Computer Software

However, some people think there’s too much friction due to bugs. Let’s have a look at some negative reviews to see why users complain about:

It is a bit buggy, sometimes it lags or freezes.

And, some people think that there is still room for improvement:

The analytics felt a little elementary. Other than the Mixpanel integration, it wasn’t possible to analyze user data directly on the UserGuiding dashboard. There was an API we could use that required some set up, but this was something I expected to be baked into the product for sure.- Administrator in Computer Software

UserGuiding pricing

UserGuiding’s pricing model is far simpler than others on our list. There are three tiers, each one charging a set amount for access to certain tools.

Here are its packages:

• Basic will give you access to only the most essential onboarding tools: Starting at $99/mo or $69/mo (if you buy the yearly contract), this budget option has a few limitations to consider (i.e. just 1 Team Member, a limit of 20 guides, and 2 checklists, UserGuiding branding on all UI patterns).
• Professional adds unlimited guides, hotspots, and checklists. Starting at $399/mo or $299 /mo if billed yearly.
• Corporate gives you access to everything plus personalized coaching. Starting at $699/mo or $499.mo for a yearly plan.

Chameleon- Best new client onboarding platform for user analytics

Chameleon is a digital adoption platform with a difference: while the other tools discussed are mostly no-code, Chameleon will require some developer involvement.

Nevertheless, it’s a powerful and effective tool that works in a similar way to Userpilot and offers similar features: styling, analytics, templates, goals, A/B testing, and checklists.

However, it doesn’t offer a resource center, or dedicated NPS, and it’s a lot worse value for money with limited features in the basic plan, which is over $150 more expensive for the same number of MAUs.

Chameleon doesn’t shine when it comes to user analytics as they don’t really have their own dedicated analytics. But it does offer the minimum data you need.

It also integrates both ways with well-known analytics tools so this might justify the lack of their own reporting.

Here’s what you can expect from Chameleon’s product and user analytics data:

• A/B testing so you can measure the impact of your flows randomly on a sample group of users.
• You can track events using the integration available with popular product analytics tools or by setting up custom events via the API (you will need a developer to set these up).
• You can create user segments based on different user properties (attributes of the user), custom user events, experiences, and flows activity, or Chameleon tags ( added manually to specific users).
• Chameleon doesn’t have a dedicated analytics dashboard.

Chameleon relies a lot on their integration with powerful analytics tools so they haven’t really worked on building its own analytics. Due to this, you might find it limited when it comes to analyzing user engagement and targeting in-app experiences unless you also pay for the other tools.

Pros of Chameleon

Chameleon is a robust tool for your onboarding and adoption needs. Here are the main pros to consider if you’re still deciding:

• Offers a good range of in-app messaging and UI patterns. You can create custom modals, slideouts, tooltips, hotspots, launchers (checklists or resource hub), and more.
• Good segmentation options, you can either build different user segments inside the product, or you can integrate your Chameleon account with other tools and import your data.
• Can be used on 3rd party tools, meaning you can use it for employee onboarding too.
• Offers a good range of two-way integrations: Mixpanel, Segment, Intercom, Customer.io, Segment, Hubspot, etc.

Cons of Chameleon

While Chameleon is a great tool, the main downside is the cost and restrictions you get with it. Here are the main cons of the tool:

• There are some limitations to user onboarding flows. You can’t run multiple in-app experiences at the same time, as you can in Userpilot. Instead, Chameleon enables you to create user onboarding campaigns (different sequences of product tours shown over time).
• It’s built for single-page apps: Chameleon can’t build flows that run over multiple URLs.
• Doesn’t offer a self-service resource center where users can access multiple guides and tutorials or contact support. It does provide launchers that are similar but more restricted. A launcher can be a checklist or a list of resources, but can’t be both.
• It has a steeper learning curve and it’s not a completely no-code tool.
• The Startup (starter) plan is quite restrictive and expensive (starts at $349/mo for 2500 MAU and includes 1 Launcher only and 5 micro surveys). You will need to go for Growth ($999/mo) if you want to drive product adoption.

What users say about Chameleon

Users appreciate Chameleon’s versatile functionalities. Let’s see what they have to say about it.

I love the variety of formats we can build in Chameleon, from interactive tooltips to progressive tours and launchers! It’s also really easy to track performance of each of these and adjust accordingly. The interface still feels quite clunky whenever I’m in build mode. For instance, I don’t like that I have to use markdown and CSS when formatting text instead of having an inline styling menu to select from. Then there’s also the issue of surveys or tour steps appearing where they’re not supposed to, apparently mistaking an element in another page for the anchor. -Nikki D

Chameleon is a good tool overall and it’s loved by its users. Most complaints are about the price and some limitations such as customization of tours and reporting and analytics.

I wish there was an easier way to schedule content for release and more button options on the Tours. However, I think the scheduling feature is coming soon! I also wish it was easier to customize how launchers look without needing to know how to code UI changes in. – Lubana L.

There is limited reporting and dashboarding functionality within Chameleon currently. – Administrator in Financial Services

I think the software is a bit on the pricey side, but since it lets us do things that we would normally need our developers to do, we are truly saving in the grand scheme of things. It means we can focus on features and bug fixes, instead of building a new communication method that would only be used internally!-Nathalie L.

Chameleon pricing

Chameleon split their pricing options primarily by the number of monthly active users, but you should keep in mind that the Startup plan also has limited features and might not be enough for interactive user onboarding and adoption for SaaS products:

• 0 – 2500 MAUs: Startup plan from $349/mo, Growth plan from $899/mo.
• 2000 – 3000MAUs: Startup plan from $419/mo, Growth from $899/mo.
• 3000 – 5000 MAUs: Startup plan from $489/mo, Growth from $899/mo.
• 5000 – 10,000 MAUs: Startup plan from $517/mo, Growth from $999/mo.

Disclaimer: with the Startup plan you only get 5 microsurveys and 1 launcher, no A/B testing, no Goals, and no localization.

Pendo- Best new client onboarding platform for user analytics

Pendo is a comprehensive digital adoption platform with impressive analytics, in-app feedback, and product adoption features

It caters primarily to enterprise users and probably has the most advanced analytics of all tools we’re covering in this article. But it all comes at a price.

Pendo offers polls (also called micro surveys at Userpilot) through their guides which collect user feedback and gauge sentiment at different points in the user journey.

Polls come with basic functionality and are available on the free plan. However, if you want to collect user sentiment with NPS surveys, you’ll need a paid plan that doesn’t come cheap at all.

Here’s how you can collect user sentiment feedback with Pendo:

• Add short polls on your guides and UI patterns built with Pendo.
• You can use only text polls, yes/no polls, numbered scales, or multi-choice polls and add them as building blocks when building the guides.
• There’s not a lot of customization, like themes or emojis available, but it’s enough to collect data in-app.
• If you are willing to pay for the Growth plan, you get access to Pendo’s NPS feature too.

The downside of using Pendo for collecting user feedback is that you can’t use the insights to personalize the user experience. For example, you can’t create user segments based on NPS scores or specific answers you collect with your polls.

Considering the price you have to pay for Pendo, you’d expect more from it.

If you want to both collect and act on user feedback, you should use a better tool. And, with the risk of sounding biased, Userpilot gives you more value for money here. You can build micro surveys, embed Typeform long surveys, collect and analyze NPS responses, and segment users based on scores and responses so you can trigger more personalized experiences.

Get a Userpilot demo here.

Pros of Pendo

Despite the price and its steep learning curve, Pendo does have a few pros compared to its competitors.

• Pendo is known for its good and easy-to-use analytics tools like Paths, Retention, and Funnels. (As of Q1 2023, Userpilot will have the same analytics features, with more robust functionality).
• Pendo has a shareable product-planning tool to organize customer feedback and prioritize high-value features. It helps keep teams aligned with the shared feature-planning guide.
• It works on web apps and mobile apps so if you need both, this might be a good choice for you.

Cons of Pendo

Surprisingly for a product engagement tool that claims to be “all in one” you can’t act directly on the user analytics from Pendo in Pendo.

That’s because Pendo doesn’t allow you to target users segmented by in-app events with the in-app guides you’ve built with it.

Here’s a short list of Pendo’s cons:

• It doesn’t allow you to trigger experiences based on in-app events either. This is probably because of tech debt – but makes Pendo’s analytics pretty much NOT actionable.
• Pendo offers limited onboarding elements, which means you can’t always create the best experience for your users. If you want checklists these can only be accessed from the Resource Center which defeats the purpose of having them in the first place.
• Pendo’s pricing is only available to you if you ask for a quote. The company doesn’t list pricing on its site for the higher tiers. However, some reviews say they have prices starting at $20,000-$25,000 per year for a single product, and around $50,000 per year for the mid-tier package. This might be Pendo’s biggest downside.

If you’re looking for a tool that shows you user analytics in real-time and allows you to trigger in-app experiences based on in-app events and user behavior in real-time – Userpilot offers these features (and at a lower price tag too).

What users say about Pendo

Users appreciate Pendo’s analytics but find it complex for building in-app guidance using the guides feature.

As soon as it has been integrated, Pendo is easy to use and manage without the need for developers. I also like that usage is captured retrospectively and the dashboard views or ability to segment users/accounts based on different criteria is really powerful. The guides are great and multi-functional making it really simple for Product Managers to help users navigate with walkthroughs, or post announcements or poll users; they allow Product Managers to get creative with how they engage and interact with users directly in the product. – Parita P.

The best feature about Pendo has been the constant collection of User clicks without the need to set up trackers via code. This enables us to tag the usage directly from the tool and start monitoring historic data without having to involve development teams.- Joseph E.

Most users complain about the lack of granularity in analyzing data and the price.

Not much to dislike here, the general product is fantastic but there are some niggles. I think the track event feature, manual sending of tracking events, is the tool’s weakest link. It is not as developed as the rest of the suit and exploiting that data can be very cumbersome.- Joseph E.

And there’s more:

While reports are thorough, a little more granularity would be welcomed. I don’t like that Feedback is a separate cost, as it is a very powerful tool to find out what users want to see in future releases.- Rob S.

And there’s more:

Need to be able to drill more into the Dashboard widgets. For example, using the Stickiness Metrics widget of WAU vs MAU is valuable but I should be able to click into these widgets to figure out which specific Clients these are referring to by different segments. This would be helpful information to hand over to other teams like Customer Success. It would also be helpful to be able to see which Clients are not using certain features when using the Behavior section to create reports. For example, if a CSM has 30 accounts and we can see that 14 are using a specific feature, having a quick list of the 16 not using the fea -Computer Software Admin.

Pendo pricing

Pendo’s pricing is only available to you if you ask for a quote. The company doesn’t list pricing on its site for the higher tiers. However, some reviews say they have prices starting at $20,000-$25,000 per year for a single product, and around $50,000 per year for the mid-tier package.

The tricky part when it comes to Pendo’s pricing is that you get to pay separately for different modules:

• Pendo Free: Up to 500 MAU, single-app, and basic functionality and analytics.
• Pendo Starter $7000/year: 2,000 MAU limit, multi-app, and access to premium features like NPS but it doesn’t include advanced analytics or integrations.
• Pendo Growth: Custom MAU, single-app, NPS and PES, resource center, and access to support compared to lower plans.
• Pendo Portfolio: Custom MAU, multi-app, cross-journey reports, experimentation, and 1 free integration included.
• Pendo Premium: Custom MAU, multi-app, everything in other plans plus custom roles and permissions and advanced security.
• Pendo Feedback: Collecting feature requests is a separate module with custom pricing.
• Pendo Adopt: Employee onboarding is a separate module with custom pricing.

Conclusion

As we’ve seen from the post above, there are several reasons why you should be using a new client onboarding tool.

To provide stellar new client onboarding, you need to have the right tool in your stack.

Hopefully, you’ve found this post helpful in choosing the right new client onboarding tool for your SaaS!