Whatfix vs WalkMe vs Userpilot – Which is Best for Your SaaS?

Are you torn between Whatfix, WalkMe, and Userpilot? We understand that selecting the perfect product growth platform for your SaaS can be a daunting task.

Review sites don’t always provide the comprehensive insights you need. That’s why we’re here to offer you an in-depth comparison of these three tools, providing detailed information about their features, use cases, and the primary pros and cons associated with each.

Whether your main focus is on enhancing user onboarding, increasing product adoption, or gathering user feedback, there is something in store for everyone.

So let’s jump right in and discover the perfect solution for you!

TL;DR

• Whatfix is a renowned digital adoption tool that simplifies the creation of onboarding flows and knowledge bases. However, the platform does suffer from occasional bugs, and its analytical features are limited at best.
• WalkMe is ideal for enterprise companies looking for employee onboarding software. While the tool offers advanced customization, it has a steep learning curve and a heavy price tag.
• Userpilot is an impressive product growth tool that combines onboarding, adoption, and feedback functionalities into a single platform. It stands out with its extensive library of UI patterns and ready-to-use survey templates. However, it does not support mobile applications and employee onboarding.
• If you’re curious about the capabilities of Userpilot, schedule a demo today to explore its full potential.

Comparing Whatfix vs WalkMe vs Userpilot? Try the best one FREE!

Get a Userpilot demo

• 14 Day Trial
• No Credit Card Required

What is Whatfix?

Whatfix dashboard

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.

What is Whatfix best for?

Typically, SaaS Product Managers consider Whatfix for the following reasons: they want to improve their user onboarding, they need product adoption and want to measure their user feedback. How does Whatfix perform when it comes to these top-three use cases? Let’s examine it all, and then compare it to the other tools we’re discussing in this post.

Whatfix for user onboarding

Whatfix for user onboarding

Whatfix’s digital adoption platform makes your user onboarding easier. The tool helps you create personalized walkthroughs by adopting the learning-by-doing technique.

Here are the benefits you can gain if you choose Whatfix:

• Create interactive product walkthroughs and flows code-free with native integration options
• Incorporate different onboarding elements into your flows, including modals, checklists, tooltips, beacons
• With its user-level segmentation, you can set up basic contextual onboarding to differentiate user experience.

However, Whatfix targets mostly large enterprise companies and might not be the right choice for SMBs or startups. If this is the case, you should be looking for alternative tools to power up your user onboarding.

Whatfix for product adoption

Whatfix for product adoption

To drive product and user adoption, you need to provide continuous value to your users and provide contextual help across all stages of the customer journey.

Whatfix helps your enterprise company achieve that by unlocking the full potential of user segmentation and in-app guidance.

Here is what you will get with Whatfix product adoption functionality.

• Create contextual in-app guides to make users get the maximum value of your product.
• Provide omnichannel support without skyrocketing your customer support goals.
• Powerful analytics to try new ideas based on real-time data and find ways to optimize the customer experience.

Whatfix for user feedback

Whatfix for user feedback

If you want to collect user feedback on specific interactions, Whatfix is a good tool to build micro surveys for that.

Here’s how you can collect user feedback with Whatfix:

• With user surveys, you can collect feedback on the onboarding tours and training flows, so you can continuously improve your product support.
• Whatfix’s in-app feedback surveys make it easy to gather feedback and insights from users in real-time.
• Add a follow-up question to enable open-minded feedback
• Send push reminders to customers so they don’t forget about providing feedback

However, if you want to build traditional NPS surveys with response tagging capabilities, then segment customers based on their feedback, Whatfix might not be the best fit for you. This is something that Userpilot offers.

There is a better tool for your SaaS than Whatfix!

Get a Userpilot demo

• 14 Day Trial
• No Credit Card Required

What is WalkMe?

WalkMe dashboard

WalkMe is one of the pioneers in the market of adoption tools. It is a cloud-based software that allows you to create product tours and in-app experiences to drive adoption faster.

WalkMe is best for enterprise companies as they are focused on employee onboarding rather than user onboarding.

What is WalkMe best for?

Similar to Whatfix, WalkMe is typically considered for user onboarding, product adoption, and user feedback. Let’s examine WalkMe for these use cases before we compare it to Userpilot.

WalkMe for user onboarding

WalkMe for user onboarding

WalkMe user onboarding solution consists of 3 main guiding elements: WalkThrus, SmartTips, and ShoutOuts. These allow you to provide interactive in-app guidance to your customers.

Let’s have a quick look at each of these functionalities and how they help with user onboarding:

• WalkMe’s WalkThrus are its primary engine for creating user onboarding experiences. They overlay the target software or web app and provide on-screen guidance to help users complete tasks. In most cases, this means step-by-step instructions and tips that lead users from a starting point to the completion of a given task.
• SmartTips are also a form of on-screen guidance, but they’re less about the process and more about resolving points of friction. ​​For example, with a SmartTip you can trigger a small note to pop up suggesting relevant links or giving more information about how to complete a form.
• ShoutOuts operate like SmartTips but are geared toward in-product messaging. You can trigger them to pop up and give more information about relevant features, new updates, or product promotions.
• WalkMe also offers a couple of other more niche features for onboarding. For example Launchers (buttons that launch other WalkMe features or experiences), surveys, and an ActionBot (automated robo-chat to help users resolve issues and answer questions).

WalkMe for product adoption

WalkMe for product adoption

As a product adoption tool, WalkMe provides a range of features and capabilities that help businesses achieve their onboarding and adoption goals, including:

• Interactive Walkthroughs: WalkMe provides interactive, step-by-step guidance to users within the application, reducing the need for extensive documentation and training.
• In-App Messaging: With WalkMe, businesses can send targeted, contextually relevant messages to users, increasing engagement and driving conversions.
• Self-Service Support: WalkMe allows businesses to create a self-service support portal, enabling users to access relevant resources and solutions without the need for human assistance.
• Advanced Analytics: WalkMe provides detailed insights into user behavior, enabling businesses to optimize their onboarding and adoption processes, identify bottlenecks, and measure the effectiveness of their training efforts.

Overall, WalkMe is a comprehensive product adoption tool that helps businesses improve their user engagement, streamline workflows, and increase user retention, ultimately leading to greater user satisfaction and revenue growth.

WalkMe for user feedback

WalkMe for user feedback

WalkMe allows you to collect feedback from users so you can make data-driven decisions and improve your product experiences.

Here is what WalkMe’s user feedback functionality can offer you:

• Create different types of surveys such as NPS, CSAT, and CES and customize them with different question types such as free text, single selection, multiple selection, and rating to gather feedback from users.
• Implement surveys at any stage of the customer journey to pinpoint areas of improvement and collect ongoing data.
• Analyze the survey results and data in the “Insights” section.
• Customize the design of the surveys with CSS and make sure they are aligned with your brand colors and style.
• Set frequency rates and decide how often and when the surveys should appear to end users.

Try a better tool for your SaaS than WalkMe!

Get a Userpilot demo

• 14 Day Trial
• No Credit Card Required

What is Userpilot?

Userpilot Features & Events dashboard

Userpilot is a comprehensive digital adoption platform (DAP). It enables product teams to track product usage and user behavior to guide product development and optimize the user experience.

In addition, it allows them to gather user feedback and design personalized onboarding experiences to drive product adoption. All of this is possible without coding.

What is Userpilot best for?

Userpilot is used for similar use cases as WalkMe and Whatfix. Let’s see how Userpilot compares to the tools we discussed before it comes to user onboarding, product adoption, and user feedback.

Userpilot for user onboarding

Userpilot for user onboarding

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, micro surveys, 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.

Userpilot for product adoption

Userpilot for product adoption

Product adoption describes the process of getting users to the point where they are experiencing value from your product.

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

It’s a great option for enterprise users too since it’s SOC 2 Type II certified and offers robust features for large-scale usage.

Here are some of Userpilot’s product adoption features that you may find helpful:

• A broad range of UI patterns to build fully customizable, contextual, and interactive in-app flows: modals, slideouts, tooltips, hotspots, driven actions, banners, and more. And – most importantly – you are not limited by plan when it comes to how many UI patterns or designs you can build.
• Advanced in-app checklists with built-in gamification elements like progress bars or ”automatically marked complete” tasks: checklists also come with analytics so you can track who is interacting with them and how.
• Fully interactive walkthroughs walk users through engaging and adopting specific features of your app.
• The self-service in-app resource center lets users search your knowledge base directly inside the app, access chat, and support but also launch guides and tutorials when they get stuck.
• User feedback tools allow you to collect insights to improve the product and the user experience, thus leading to a higher product adoption rate. You can also collect NPS data and tag responses to uncover patterns into what makes users stick, or build micro surveys for more granular data. Then you can use all the feedback collected to build user segments based on the answers and personalize the path to higher product adoption for each segment.

Want to see Userpilot in action? Get a demo and improve product adoption with contextual and personalized in-app flows that actually help users.

Userpilot for user feedback

Survey in Userpilot

There are two types of feedback you should be focusing on collecting to better understand the health of your product and users.

First, you have user sentiment which looks at user satisfaction and effort scores or loyalty (using NPS surveys). Then you may also want to collect feedback on the functionality of the product or specific features.

You can do all these with Userpilot. In short, you can:

• Collect and track (NPS) in-app with a built-in NPS widget that allows you to fully customize the survey look and feel, and set the trigger frequency and specific targeting.
• Analyze NPS scores, tag responses, and use the data to create specific user segments.
• Build and trigger in-app micro surveys like the classic PMF survey, or similar ones and mix multi-choice and open-ended types of questions to collect specific insights.
• Be in charge of who gets which survey type and when with advanced segmentation capabilities, and of course, you can use the answers to segment your audience.

The advantage of using Userpilot for collecting feedback over other survey tools is that you can better control who sees the surveys but also you can instantly use the data collected to segment your user base and trigger the right experience for them.

For instance, if your users give you a low NPS score because they think you’re missing a critical feature (that you actually have already), you can push an interactive walkthrough guiding them to find and explore this feature.

Tired of bad Digital Adoption tools? Try Userpilot for your SaaS for free!

Get a demo

• 14 Day Trial
• No Credit Card Required

So Which tool should you choose? Whatfix vs WalkMe vs Userpilot – final thoughts

As you can see, Whatfix, WalkMe, and Userpilot cater to most of the use cases Product Managers typically look for in their SaaS companies. There are some differences between the tools when it comes to how those use cases are executed in each, of course. So if you’re still on the fence – there are two more factors that can make a difference for you – the tools’ pricing, and its reviews. Let’s have a look at both below!

Whatfix pricing

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.

WalkMe pricing

WalkMe pricing

WalkMe works on a custom pricing plan that requires you to request a quote from their sales team (could be spending from $9000 to $50000 a year).

Their main two plans are:

• WalkMe for employee onboarding experience: engagement tools and analytics
• WalkMe for customer experience: engagement tools and analytics
• Add-ons: Session Streams, TeachMe, AI analytics through UI intelligence

Userpilot pricing

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: Custom pricing and usage limits.
• Enterprise: Custom pricing and usage limits..

What do users say about Whatfix vs WalkMe vs Userpilot?

Whatfix reviews

Whatfix review

Whatfix review

WalkMe reviews

WalkMe review

WalkMe review

Userpilot reviews

Userpilot review

Userpilot review

The final countdown: Pros & Cons of Whatfix, WalkMe, and Userpilot

Whatfix pros

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.

Whatfix cons

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.

WalkMe pros

WalkMe has its fair share of advantages that make it a solid tool. So what are WalkMe’s pros?

Here are our top three:

• Offers a high level of customization and works on both your own tool and 3rd party tools.
• Allows you to create in-app quizzes to test user or employee knowledge after completing a flow.
• Get access to a vast list of integrations that simply enhance your data collection or allow you to connect multiple tools in your stack.

WalkMe cons

WalkMe is an established tool on the market but it does have its own share of cons too.

Here are the main ones you should consider:

• There’s a steep learning curve and a fair amount of technical knowledge required to create WalkMe user guides and get them implemented the way they’re intended.
• WalkMe is designed for enterprise organizations, and its pricing reflects that.
• You could end up spending anything from $9000 to $50000 a year on WalkMe. That’s a lot of money for startups and SMEs.

Userpilot pros

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, 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, HubSpot, Amplitude, Mixpanel, Kissmetrics, Intercom, Heap, and more.

Userpilot cons

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 Zapier is coming soon.
• Not appropriate for small startups on a shoestring budget (<$100)- Userpilot is a powerful, mid-market to enterprise-level tool. So $249 a month might be too expensive for really small startups.

Try the best tool for user onboarding for FREE!

Get a Userpilot demo

• 14 Day Trial
• No Credit Card Required

Conclusion

This post provided a detailed comparison between Whatfix, WalkMe, and Userpilot, focusing on their performance in user onboarding, product adoption, and user feedback. Hopefully, you’re now able to make a confident decision for your SaaS company.

If you’re looking for great value for money, give Userpilot a go. Book a demo to see how you can leverage Userpilot for your SaaS growth.