Best Tools For Onboarding Automation
Looking for the best onboarding automation tool for your SaaS company?
There are plenty of solutions for onboarding automation 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 onboarding automation tool is best depending on the different criteria that companies are looking for onboarding automation software typically have. Let’s dive in!
TL;DR
- Onboarding automation is the process of guiding customers through the new product with an automated tool with or without little manual assistance.
- To provide stellar customer onboarding and win the hearts of your users, you need to have an onboarding automation tool.
- Onboarding automation tools have a lot of benefits such as creating welcome screens to greet new customers and collect data to create segments later, building hyper-personalized onboarding flows and showing them to relevant segments, etc.
- Here are the best onboarding automation tools to give a try:
- Userpilot: best onboarding automation tool with rich UI patterns, advanced segmentation, and customization functionalities
- Appcues: best onboarding automation tool for user onboarding for mobile users
- Whatfix: best onboarding automation tool for employee onboarding
- Userguiding: best onboarding automation tool for user onboarding if you’re on a tight budget
- Pendo: best onboarding automation tool for creating in-app resource centers
Try the best onboarding automation tool for your SaaS now!
What is onboarding automation?
Onboarding automation is the use of automation to streamline onboarding-related workflows to guide new customers or new employees through every step with little or no manual assistance.
Why is onboarding automation important?
Onboarding automation has a lot of benefits and can help you nail your onboarding program and delight new users or employees right from the beginning.
Here is what onboarding automation can offer:
- Create personalized in-app experiences tailored to specific use cases and reduce the time to value
- Provide consistent and well-structured in-app onboarding flows to drive new users to the activation point
- Minimize time-consuming manual onboarding tasks and boost productivity
- Build an in-app help center and reduce the workload of the customer support team
Why do you need onboarding automation tools?
Wondering why you even need an onboarding automation tool? There are several reasons why you may need one:
Onboarding is a key step that has a great impact on whether customers will stick with you or they will look for alternatives.
But what if your support team is busy with more complex tasks and doesn’t have time for proper onboarding and you’re tight on budget to hire onboarding specialists? Well, no worries. There are a lot of affordable tools to assist you with your efforts and help you create seamless onboarding experiences at scale.
Here’s how onboarding automation tools help.
- Create welcome screens to greet new customers and segment them based on their use cases.
- Build hyper-personalized interactive walkthroughs with tons of UI patterns – all of these without any coding.
- Trigger flows based on user behavior, and avoid intrusion.
- Build an in-app help center to store all documentation, tutorials, and videos in one place and offer on-demand support.
The list of benefits can go and on. As you can see, onboarding automation tools can offer numerous benefits and reduce organizational costs. Next, we will be listing the best onboarding automation tools.
Must have features of good onboarding automation tools
There are many onboarding automation tools available, so you may be confused about which one to choose.
Though the right tool will depend on your business goals and needs, here are the must-have features for any onboarding automation tool.
- Make sure the tool you choose isn’t limited to just product tours. Pick a tool that provides various UI patterns (modals, slideouts, banners, checklists, hotspots) to create beautiful welcome screens, and interactive walkthroughs to guide new customers and delight them from the very beginning
- Look into getting decent segmentation capabilities based on in-app behavior and in-app experience engagement so you can trigger onboarding flows properly,
- An in-app help center is another feature that you should be looking for in an onboarding automation tool. With this, you can collect all your documentation files, tutorials, and videos in one place and offer on-demand support.
- Integration with 3rd party apps and tools so you can gain more insights and collect them in one place.
There you have it. These are the basic features that any solid onboarding automation tool should cover. Do your own research before buying a tool and make sure it’s aligned with your business goals.
Best onboarding automation tools
Looking to automate your onboarding but unsure which tool to trust? Here are the best tools that you can try and see if it’s the right fit for you:
- Userpilot: best onboarding automation tool with rich UI patterns, advanced segmentation, and customization functionalities
- Appcues: best onboarding automation tool for mobile user onboarding
- Whatfix: best onboarding automation tool for employee onboarding
- Userguiding: best onboarding automation tool for user onboarding on a tight budget
- Pendo: best onboarding automation tool for creating in-app resource centers
Let’s dive deeper into how each stacks up for different company sizes, budgets, and jobs to be done!
Try Userpilot – the best onboarding automation solution for SaaS
Userpilot- Best onboarding automation 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 offers great value for money compared to other similar tools on the market. Even its entry-level plan (Traction) provides all the necessary features without any usage limit.
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.
The pricing differentiation happens mostly on the service level (e.g. custom domain hosting, dedicated Customer Success Manager, SLA) and is based on the number of Monthly Active Users (MAUs) your company has.
Here’s the detailed Userpilot pricing:
- Traction: For up to 2500 users, this plan is $249/ mo.
- Growth: For up to 10,000 users, this plan is $499/ mo.
- Enterprise: These plans begin with $1000/ mo for large-scale businesses.
Try the best onboarding automation tool for your SaaS now!
Appcues- Best onboarding automation platform for user onboarding
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.
Appcues used to provide onboarding templates, which made it easy to use the tool. However, it provided a predefined way of thinking about onboarding all while having a higher price tag than other onboarding software. As of the time of writing (end of 2022), Appcues has removed its onboarding templates – without really replacing them with another solution.
Appcues allows you to design flows that make onboarding processes a breeze. These flows are what you use to create product tours and other in-app communication with users.
Here’s what you’ll get when you start using Appcues:
- Access to an easy-to-use UI that anyone on the team can handle for building in-app flows without coding.
- Building a product tour in Appcues is relatively easy. You just need to open their chrome extension on top of your application and start building your in-app experiences with a WYSIWYG editor. You simply select a UI pattern and customize it ‘live’, or point to the elements you want to e.g. append your tooltips to.
- Previously it was even easier – you chose one of its templates, they would basically create the product tour for you, and you just needed to customize each step. This limited the options for customizing but it was useful for beginners. We don’t know if Appcues plans to bring their templates back.
- You can also create checklists with Appcues (NOT available on the Essentials plan) and prompt users to take action. These are ok but have limited functionality (can’t trigger JS functions, or add gamification elements) compared to alternatives, such as Userpilot.
- Track UI engagement with Events explorer which allows you to tag elements without coding.
- Build custom user segments (up to 5 on the Essentials plan) based on user properties, flows, interactions, or events you set up in the events explorer.
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)
Whatfix- Best onboarding automation platform for employee onboarding
Whatfix is one of the top digital adoption platforms around and a driver of innovation in this space.
Whatfix offers a well-made product that allows you to create user flows, knowledge bases, and task lists to get new users engaged and learning. On top of this, their analytics platform is easy to understand and helps you keep track of behavior analytics, guidance analytics, and user feedback all in one place.
Unlike most of its competitors that don’t offer employee onboarding functionality, Whatfix supports that. This makes Whatfix a great option if you aim to onboard your new employees with an automated tool.
The same user onboarding functionality applies to employee onboarding as well. In short, here is what you will get:
- Create interactive product walkthroughs and flows to guide your employees and provide in-app training
- Use modals, checklists, tooltips, and beacons to make the onboarding process smooth and highlight the right features at the right time
- You can also track your new employee’s progress as they go.
PROs of Whatfix
There are many advantages when it comes to choosing Whatfix. Here are its pros.
- Easy to create flows, even for non-technical team members.
- Allows you to develop knowledge bases for self-help solutions.
- Ideal for both customer and employee onboarding.
Cons of Whatfix
But at the same time, Whatfix has some cons so it’s better to get an overview if you’re thinking of buying it:
- User experience issues, including bugs and sometimes spotty customer service.
- Fewer analytical features and views than you might like.
- Lacks in-depth style customizations.
- It’s difficult to integrate some of the scripted code in the admin integration sections without the help of a Whatfix support team member.
- No free trial option despite it being stated on the homepage.
- It’s targeted at enterprise accounts so small companies might get ignored.
What users say about Whatfix
Overall, Whatfix is a good tool and customers are happy with the product. Here is what their customers say about the product.
Our Whatfix Customer Success Manager Kritika has been amazingly responsive to our questions and creative in finding solutions.
Their team really helped us during a project we were doing, and I think they would be great for any company looking for help. This is a must to onboard customers and drive retention.
Though Whatfix is considered a solid tool in the market some people have complaints. Mostly they are related to complications for non-technical people and instability.
Here is what they say:
We were promised a lot of features that weren’t as easy to use as they made it seem when we signed up.
The tool itself is challenging for the less technical people to use the tool, as you need to know the css classes to show flows and steps.
unexpected issues and roadblocks in implementation that can cause delay or a need for an alternate approach
Whatfix pricing
Whatfix doesn’t have any pricing plans on its website. Instead, you’ll need to speak with one of their team members to get a custom quote tailored to your needs and organization.
Otherwise, you can request a free trial to see if Whatfix works for you.
Userguiding- Best onboarding automation platform for user onboarding
UserGuiding is a lower-cost, entry-level product adoption tool offering a range of features to help companies onboard new customers and boost 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.
As a no-code onboarding tool, UserGuiding has numerous features that will help you create onboarding flows for your new customers and guide them throughout their journey.
Here’s what you’ll get when you start using UserGuiding:
- Create interactive product walkthroughs without disturbing your developers as it’s completely code-free.
- Build onboarding checklists and drive customers to the activation point by eliminating the guesswork on what the next step should be.
- Use a variety of UI patterns, like checklists tooltips, modals, and slideouts to prompt the right in-app experience, to the right persona, at the right time in their user journey.
- Add emojis, gifs, images, or videos to customize your onboarding flows and have them match your brand.
Though UserGuiding is a great tool for startups that don’t have much money to invest in an onboarding tool, it has very strict limitations for the Basic plan.
You can only create a maximum of 20 guides, 2 onboarding checklists, and 1 resource center. If you want to create unlimited guides with unlimited UI patterns, you should go for the Professional plan that costs $299.
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.
Pendo- Best onboarding automation platform for user onboarding
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.
When it comes to user onboarding, Pendo offers guides for building in-app guidance that improves user onboarding across web and mobile apps. But how much do they cost, and are there better alternatives on the market?
Here’s what to expect from Pendo guides:
- You can build guides using templates, and there’s also a WYSIWYG (what-you-see-is-what-you-get) visual design studio editor for creating new designs from scratch.
- You can use Pendo’s free version to create user onboarding guides, but you’ll only get access to limited features and basic analytics.
- Types of guides you can create using Pendo include Lightbox, Banner, Tooltips, Polls, and Walkthroughs. The drawback with them is that they are quite basic and don’t allow much customization without coding. Even Pendo’s own onboarding guide is a series of purple tooltips.
- You can also build checklists with Pendo but not as standalone UI elements as users can only access them from the resource center (if they know they exit). This makes it hard and not intuitive for users to access guidance, and overall defeats the purpose of using checklists.
- Pendo product guidance for mobile works across Android and iOS mobile apps, so if you’re looking to support your mobile customers through their onboarding, Pendo might be for you (be aware that Pendo for mobile guides is not included on the free plan).
Guides or product tours are essential tools for user onboarding, and it will be difficult for new users to find their way around your app without them. The absence of these UX designs will lead to friction, naturally resulting in increased churn.
But do you need Pendo for this?
The answer is you don’t have to use Pendo in particular. There are other product adoption tools that give you more value for your money, so it’s always good to check the available options before settling for one.
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 an onboarding automation tool.
To provide stellar onboarding automation, you need to have the right tool in your stack.
Hopefully, you’ve found this post helpful in choosing the right onboarding automation tool for your SaaS!
Still can’t decide about the best onboarding automation tool for your SaaS?
