Best Free Customer Onboarding Software of 2024

Pipefy is the AI-enhanced business process management platform that conserves IT resources and empowers business teams to build and deploy up to 85% of their own workflows, including HR, IT, Finance, Marketing, Sales, and more. Easily build, track, automate, and manage any custom workflow, no matter how complex, with no technical knowledge required. Pipefy’s no-code BPM software delivers an integrated end-to-end operation that improves team productivity, control, and visibility from input to delivery. Speed up deployment, lower implementation costs, and minimize process complexity and expensive stack sprawl with a built-in security suite, connections to 300+ apps and systems out of the box, and HTTP/HTTPS to integrate Pipefy with everything else.

You can easily combine product screens, tooltips and videos to convert customers. A product tour allows customers to experience a "try before you purchase" experience. To engage them better, learn how they interact with it. Send personalized demos to your prospects that are aligned with their personas or vertical. Your champion should be empowered to get buy-in from their org. Your deals will close faster than ever. To help customers get started quickly, create a library of interactive product walks. You will see an increase in customer satisfaction every day. You can change text, images, copyright and everything else in the product. (even add your custom HTML). Our advanced widgets allow you to highlight product focus areas and create multiple flows. Your prospects will see how the product works for them. You can personalize the product by role, company, and location. Track the behavior of your prospects by tracking clicks and time spent on certain pages.

Verify 365 provides advanced client onboarding for law firms, estate agencies, accountants, and IFAs. Verify 365 allows you to be confident that your clients have been thoroughly vetted. This will save you time and reduce the risk of fraud. Verify 365 provides biometric verification to ensure that your clients are indeed who they claim to be. Verify 365 performs thorough ID checks including government-issued IDs and address verification. Our AML checks ensure your clients aren't on any financial crime watchlists. We also check the source of funds to make sure that your clients' money is legitimate. Verify 365 includes epayment and esignature capabilities to make the onboarding process quick and easy. Verify 365 supports more than 10,000 government-issued identification cards from over 200 different countries. Verify 365's global reach allows you verify clients from around the globe.

CrankWheel allows you to share your screen while on a call. This makes it easy to create engaging presentations. You can send a link via email or SMS to the viewer and they will be able to view it in any browser on any device. CrankWheel was designed for simplicity and can be shared with customers to facilitate business deals. CrankWheel can be used to complement calls from insurance agents, mortgage advisors and solar advisors as well as educators and customer support specialists. CrankWheel is easy to integrate with websites and allows users to add a Demo button to receive quick notifications. We can show you if they are paying attention. Our Chrome Extension has enabled over 50,000 users to share their screens with prospects, regardless of their technical skills or device choice. CrankWheel can be used on old browsers and obscure devices, even with poor network connections. It works on Mac, Android, iOS, Blackberries, Internet Explorer, and Android.

FROGED is a product success platform that helps companies improve their onboarding, provide proactive customer support and increase retention. It was designed by SaaS for SaaS to nurture customers throughout their entire lifecycle resulting in reduced churn and higher engagement. Using customer behavior segmentation, you can personalize the customer experience with product flows, knowledge base, email campaigns, in-app messages, a custom widget, live chat and more. You can also create A/B testing, NPS surveys and retargeting campaigns. Put your CS team and agents in the drive seat with the ability to manage customer conversations, contact behavior and attributes in one place. Our tech stack is adaptable with over 2K+ integrations including WhatsApp, Jira, Google, Zapier, Segment, Twilio, Facebook Messenger to name a few. Explore FROGED's limitless possibilities with a 7-Day FREE TRIAL today.

The Deepest Digital Adoption Platform Chameleon is a sophisticated no-code platform for product success, empowering SaaS teams to build self-service user onboarding, feature adoption, and feedback collection. PMs, PMMs, and CSMs can build, manage and improve product experiences for your web application without writing code. Increase activation with product tours, boost adoption with tooltips, get user feedback with surveys, and offer guidance with checklists. Simple to get started, but with deep configuration available • Use your own fonts • We automatically pull styles from your product • Adjust anything with custom CSS • Fine tune any element with your own custom CSS • Configure templates • Save templates to make it easy to build on-brand

Process Street is a modern process management platform for teams. We help teams share their core processes, then transform them into powerful no-code workflows.

Software to manage all aspects of your field operations, including energy chemical and production software. Atlas gives you greater visibility, control and optimization of your business operations. Atlas is a cloud-hosted application that allows companies to manage their oil field assets, chemical products, treatments, associated lab data, customer leases, and other related information. Atlas allows users to view and manage customers and locations, analyze lab reports, track chemical product inventory, and treat chemicals. Dashboards and reports allow for real-time decision making and efficient monthly billing. A consumer portal provides a comprehensive view, reporting, as well as invoicing. It increases efficiency as it allows the organization to focus on their goals and make decisions quickly. The layers of data are also reduced, which in turn reduces the time required for analysis.

CommandBar makes it easier for new users to learn your app. This will result in more conversions and less onboarding. Once they become regular users, they will be able to find features and use your app more easily, which will result in fewer support tickets. CommandBar will be a great tool for power users, as it allows them to speed through common workflows. A cmd+k interface combines all of your app's functionality in one searchable interface. You can copy a code snippet and then set up commands using our low-code editor. Then, deploy. The Editor makes it easy to create and ship commands quickly. CommandBar is optimized to work with every major web browser, operating system, or web technology. CommandBar is optimized to speed up interactions. It'll give your users that new-computer-everything-feels-faster feeling.

Video content can be broken down into bite-sized pieces that are easily digestible by all employees. You can record quick videos with your phone or convert existing content into video content. You can easily string clips and images together, weave or reorganize scenes. Employees don't have to be story-like or intuitive. Microlearning, which is learning by focusing on a few bits of information at a time, is the best way to teach employees who are short on time. Playlists allow you to take a complex idea and break it into smaller bite-sized pieces. This has been shown to have a significant impact on knowledge retention and acquisition. A playlist is simply a collection of bites. You can create a playlist about any topic such as onboarding, compliance, sales enablement, or even onboarding.

You can be certain that the person you are interacting with is who they claim. Nivo uses a combination security, authentication, and identity verification controls that include biometric AI and encrypted. Leading lawyers have approved Nivo's electronic signature. Our e-signatures are classified as Advanced Electronic Signatures (EU regulations) because of the extensive security controls we have implemented and Onfido’s biometric identity verification AI. This gives us an additional level of confidence that many e-signing companies lack. Financial institutions use email to transfer customer information to partner organizations, often sending large files via email chains. This can lead to data breaches. Nivo's Business to Business messaging allows providers to select the documents that their intermediaries require and to provide access from a single copy.

Mystro is a simple tool for client onboarding and data collection. It's built for speed, flexibility and scale. We provide everything you need to onboard clients and collect their data. Mystro products offer a modern, flexible, and simple client-facing experience that meets today's demands. It saves you time per deal, and helps to represent your business in the best possible way. Mystro makes complicated forms easy and beautiful with Mystro. Easy-to-use and packed with features, Mystro allows you to quickly create multi-page conversational online forms or use pre-configured templates. A robust document collection and eSign system will automate your document collection process with automatic checklists, PDF merges and digital signatures.

True digital adoption empowers users to keep up with technology. WalkMe's Digital Adoption Platform makes it easy to use any software, website or app. Our comprehensive solution analyses and automates processes, providing proactive, step-by–step guidance. Users can complete tasks quickly and easily with our comprehensive solution.

GuideCX®, a client implementation platform and onboarding platform, helps you invite, guide and engage customers and internal teams in a transparent process that delivers more value. One chance at making a good first impression. Smooth and transparent client onboarding is crucial to putting your best foot forward.

OnScreen is the most trusted Digital Adoption Platform (DAP), for SAP or any other browser-based enterprise application. Just in time OnScreen guidance can help you increase process efficiency and user productivity. Optimize SAP onboarding, Increase Employee Productivity, and Reduce Training Costs by up to 50% In-application walkthroughs for SAP ECC and SAP S4HANA transform business users into superusers. OnScreen is highly rated for its simplicity and usability. Any subject matter expert or trainer can create and manage content in minutes. OnScreen guides Users can access live overlays in any web application such as SAP, Salesforce SuccessFactors and Workday. OnScreen is very easy to set up and requires no server installation. OnScreen is a digital adoption platform for enterprises that offers flexible licensing and guarantees a high ROI.

No coding required. Create user experiences using your own UI components. A template can help you jumpstart your UI design. Make it yours. Our editor syncs to your style guide. Check out what Candu for Chrome has created. Different versions can be offered to different users. Our analytics engine will help you see what works and what doesn’t. Other solutions can build components on top your product. Candu embeds components into your product to make them seamlessly integrate. Any team can create delightful user experiences. You can use a template or start from scratch. We've got you covered! Drag and drop to create any user experience. This will help you increase customer onboarding, feature adoption and other important tasks. Candu's WYSIWIG editor makes it easy to create your UX design in just minutes. Drag and drop your UI components to create stunning in-product experiences. To jumpstart your design, you can choose from our gallery of templates.

Aligned is the place where B2B Revenue teams and buyers can work together efficiently. Moving the deal/customer project away from back and forth, dull, chaotic, salesy emails, to a single collaborative workspace that each customer can use. Reps are empowered with the ability to communicate better with all stakeholders, to better coordinate on resources, on next actions, and to use analytics to see their blind spots in buyers' journeys. Aligned is used daily by thousands of top revenue reps at companies such as Liveperson and Deel to simplify the complexity of managing their deals and enhance their customer experience by empowering buyers. As we strive to make sales more enjoyable, more impactful, and frictionless, our buyers continue to share their love for Aligned.