Best Onboarding Software for HubSpot CRM

Docubee, an Accusoft brand, is an intelligent contract automation platform that lets businesses create, manage, sign, and track digital contracts in one secure platform. Docubee powers contracts by enabling users to gather vital customer data, create contracts using tools like generative AI or pre-built templates, and connect pieces of the process with dynamic workflows. Users can integrate Docubee with their existing site or platform via the API or connect to thousands of apps and CRMs using native and webhook-powered integrations. For more information, visit docubee.com.

Userlane is a digital adoption platform that allows anyone to learn any software in a matter of minutes. Our interactive guidance technology and virtual assistant on-demand provide contextual and tailored support for software users. Our solution is suitable for both employee training and onboarding (enterprise digitization) and customer onboarding (software vendors). Our interactive, step-by-step guides guide users through any browser-based software in real time. This helps them to achieve their goals quickly. Userlane helps customers and employees get onboarded faster, reduces support tickets by up to 75%, and improves productivity and user satisfaction. Our DAP is the perfect solution for companies with distributed workforces who want to automate and scale their support and software training.

Whale is the simple yet powerful tool that helps you a) capture, share and manage company knowledge with ease, and b) maintain consistency across your teams and build a foundation for growth. Embed SOP suggestions in your team’s workflows with Whale’s powerful browser extension. We know you’re busy so grab one of our +75 templates and roll out new processes and SOPs in minutes. Engage your subject matter experts to keep all your documentation relevant and up-to-date. Send, schedule and track read assignments to make sure every employee is up-to-speed with the latest updates. Easily find exactly what you need with the full-text search and customize it to your needs with the built-in tagging manager. Whale’s editor makes it easy to create easy-to-digest content. Use the screen recorder, Giphy, and Unsplash library, Google, and one drive integration to take it to the next level. Automate what and how knowledge should flow to your teams so you can streamline the onboarding and training process of your new hires.

Spekit is the only enablement platform that centralizes and automatically surfaces the answers, content, and training sales reps need to thrive - right when and where they need it. Unite your playbooks, resources, training, and sales content within Spekit, and it becomes instantly accessible, shareable, and trackable from any tool or workflow. If your sales reps are there, now your enablement is, too. Meet the enablement experience that sales reps adopt instantly, use constantly, and love deeply. Key use cases: - Sales content management: Centralize, share, track, and analyze sales content. - Knowledge and enablement: Surface playbooks, onboarding, and coaching where reps are selling. - Tool and process adoption: Guide, support, and align reps through tool & process changes. The Spekit difference Infinitely easier creation. Infinitely versatile access. Spekit is a new enablement experience unlocking sales rep potential by eliminating the distance between questions and answers. - 10x faster content creation with AI - Contextual: Works where your team works - automatically. - Easy, no-code setup: Lightweight and agile.

Product Fruits is a code-free product adoption platform for web-based apps. It allows you to onboard users to your product, show them how to derive value and guide them to the aha-moment. Our all-in-one tool gives you all the features you need to improve user onboarding to your app or web: Interactive product tours, guides & walkthroughs Hints, beacons & tooltips User onboarding checklist In product announcements User feedback collection One-click bug reporting In app help center (Life Ring Button) Knowledge base Our customers achieve higher conversions, lower churn and less support tickets. Product Fruits editor was built with a non-technical user in mind and you don’t need any coding skills to create beautiful onboarding experiences. We’ re serving SaaS companies all over the world helping them to increase conversions, reduce churn and lower support tickets. You can get up and running in 5 minutes or under, free trial is available.

monday.com Work OS is a no-code work management platform that helps teams manage projects and workflows more efficiently. This software provides fully customizable solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and many more. With monday.com you can easily plan, manage, and track every project in one place, with the help of time-saving and easy-to-use features such as automations, time tracking, document sharing, real-time collaboration, and more. Multiple visual board views such as Gantt, Kanban, and Cards help you prioritize, structure, and navigate tasks and projects the way that suits you and your team’s needs, while dashboards give a high-level overview of your progress and help you make data-driven decisions. In addition, integrations with apps such as Outlook, Microsoft Teams, Gmail, and Excel, allow you to easily continue working with your favorite tools directly within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries.

LearnUpon unifies, coordinates, and streamlines training delivery across your entire network, making it your business’s number one competitive advantage. Combining user-focused technology and industry-leading expertise, use LearnUpon to deliver impactful training that fuels your business’s employee, partner, and customer success. With a global team and a solution that processes hundreds of thousands of enrollments every day, over 1,000 businesses all around the world trust LearnUpon to deliver their enterprise-level training initiatives.

AcademyOcean is a smart LMS platform for employees, clients, and partners' training. It's a perfect toolkit to launch your Corporate University or product Academy. The most recent version of AcademyOcean works anywhere in the world. The product works the way you expect it to work. Simple and clear. You can launch your Academy without developers and designers. Your Academy is accessible from any device. Book a demo with an AcademyOcean expert to know how we can help your company!

All aspects of employee lifecycle management, including onboarding, comprehensive employee records, performance management, team retention, and employee onboarding, can be managed in one integrated application. You will find the features you need for your HR team, from infinitely extensible employee records to highly configurable 360 performance reviews and robust workflows. To keep up with your mobile workforce, you can use the native iOS and Android mobile applications.

Bring all your learning, communication and content into one place to help your employees upskill faster and collaboratively than ever. Say goodbye to the LMS/LXP debate and the eye-watering costs of a skills solution. THRIVE's learning & skills platform combines the robust capabilities of a LMS with the hyper-personalized and learner-led social learning of an LXP. It also provides a way to identify, understand and manage new and emerging skills within your workforce in a transparent manner. 800+ campaign-driven resources for work and home, mapped out into pathways. The market has never seen 250+ accredited safety and compliance courses. All your learning, collaboration, and content tools are in one platform. You can onboard faster, communicate more effectively, and finally personalize training at scale. THRIVE helps businesses modernize their learning processes by creating totally addictive learning experiences.

Sonet.io was built for IT leaders who want to provide a great remote worker experience, while also enhancing security and visibility. You can eliminate expensive virtual desktops and hardware shipments while enabling instant access from any browser, on any device. Set up fine grain security policies to ensure visibility across the workforce. Remote workers can save up to 10x the IT costs. Remote workers can securely access applications and server from any device, whether desktop or mobile, managed, or bring-your own, without the need for device agents. Workers can begin working immediately without waiting for devices or completing painful installations. Secure applications, servers and data with zero-trust security policies that are granular without having to modify any software or systems. No-code policy editor allows you to prevent attacks and enable real time security policies.

Pendo is a product-experience platform that helps software product managers deliver products that users love. Pendo allows product teams to answer questions such as "What features are customers using?" What features are they overlooking? Which ones are driving delight, and which are causing pain or confusion? These same insights allow you to quickly set up in-app messages and guides, as well as walkthroughs, without needing any programming. This will help users get the most out of your products. Pendo allows you to quickly identify the features and workflows that cause users pain and pleasure. You can then use the platform to guide users through these rough spots and encourage them to adopt the features that make them raving fans.