Quick Overview
- 1#1: Gainsight - Gainsight is a leading customer success platform that automates B2B onboarding with success plans, health scores, and personalized playbooks.
- 2#2: Totango - Totango enables B2B teams to deliver guided onboarding experiences through automated journeys, real-time engagement, and customer health monitoring.
- 3#3: ChurnZero - ChurnZero provides real-time customer success tools for B2B onboarding, including task automation, playbooks, and in-app messaging.
- 4#4: Pendo - Pendo combines product analytics and in-app guides to accelerate B2B customer onboarding and adoption.
- 5#5: WalkMe - WalkMe is a digital adoption platform that simplifies complex B2B onboarding with interactive walkthroughs and AI-powered guidance.
- 6#6: Appcues - Appcues offers no-code tools to build personalized onboarding flows, checklists, and in-app experiences for B2B customers.
- 7#7: Userpilot - Userpilot helps B2B SaaS companies create targeted onboarding experiences with flows, analytics, and segmentation.
- 8#8: Whatfix - Whatfix delivers enterprise-grade digital adoption for B2B onboarding through self-service guides, analytics, and automation.
- 9#9: Rocketlane - Rocketlane streamlines B2B client onboarding projects with collaborative portals, milestones, and automated workflows.
- 10#10: Custify - Custify is an all-in-one B2B customer success platform focused on automated onboarding, segmentation, and retention.
We ranked these tools by evaluating key factors like automation capabilities, personalization features, user experience, and overall value, prioritizing platforms that balance robust functionality with ease of use to deliver measurable results.
Comparison Table
This comparison table assists B2B teams in evaluating leading customer onboarding software, featuring tools such as Gainsight, Totango, ChurnZero, Pendo, WalkMe, and more. It outlines key capabilities, use cases, and performance metrics to support informed decisions on optimizing onboarding workflows and enhancing user success. Readers will learn how each platform aligns with their business needs to drive adoption and retention.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | Gainsight Gainsight is a leading customer success platform that automates B2B onboarding with success plans, health scores, and personalized playbooks. | enterprise | 9.6/10 | 9.8/10 | 8.4/10 | 9.1/10 |
| 2 | Totango Totango enables B2B teams to deliver guided onboarding experiences through automated journeys, real-time engagement, and customer health monitoring. | enterprise | 9.1/10 | 9.5/10 | 8.7/10 | 8.6/10 |
| 3 | ChurnZero ChurnZero provides real-time customer success tools for B2B onboarding, including task automation, playbooks, and in-app messaging. | enterprise | 9.2/10 | 9.5/10 | 8.8/10 | 8.7/10 |
| 4 | Pendo Pendo combines product analytics and in-app guides to accelerate B2B customer onboarding and adoption. | enterprise | 8.7/10 | 9.2/10 | 8.0/10 | 7.8/10 |
| 5 | WalkMe WalkMe is a digital adoption platform that simplifies complex B2B onboarding with interactive walkthroughs and AI-powered guidance. | enterprise | 8.5/10 | 9.2/10 | 7.8/10 | 7.9/10 |
| 6 | Appcues Appcues offers no-code tools to build personalized onboarding flows, checklists, and in-app experiences for B2B customers. | specialized | 8.7/10 | 9.2/10 | 9.0/10 | 8.0/10 |
| 7 | Userpilot Userpilot helps B2B SaaS companies create targeted onboarding experiences with flows, analytics, and segmentation. | specialized | 8.7/10 | 9.0/10 | 9.2/10 | 8.0/10 |
| 8 | Whatfix Whatfix delivers enterprise-grade digital adoption for B2B onboarding through self-service guides, analytics, and automation. | enterprise | 8.4/10 | 9.1/10 | 7.9/10 | 7.6/10 |
| 9 | Rocketlane Rocketlane streamlines B2B client onboarding projects with collaborative portals, milestones, and automated workflows. | specialized | 8.7/10 | 9.2/10 | 8.5/10 | 8.4/10 |
| 10 | Custify Custify is an all-in-one B2B customer success platform focused on automated onboarding, segmentation, and retention. | specialized | 7.8/10 | 8.1/10 | 8.4/10 | 7.5/10 |
Gainsight is a leading customer success platform that automates B2B onboarding with success plans, health scores, and personalized playbooks.
Totango enables B2B teams to deliver guided onboarding experiences through automated journeys, real-time engagement, and customer health monitoring.
ChurnZero provides real-time customer success tools for B2B onboarding, including task automation, playbooks, and in-app messaging.
Pendo combines product analytics and in-app guides to accelerate B2B customer onboarding and adoption.
WalkMe is a digital adoption platform that simplifies complex B2B onboarding with interactive walkthroughs and AI-powered guidance.
Appcues offers no-code tools to build personalized onboarding flows, checklists, and in-app experiences for B2B customers.
Userpilot helps B2B SaaS companies create targeted onboarding experiences with flows, analytics, and segmentation.
Whatfix delivers enterprise-grade digital adoption for B2B onboarding through self-service guides, analytics, and automation.
Rocketlane streamlines B2B client onboarding projects with collaborative portals, milestones, and automated workflows.
Custify is an all-in-one B2B customer success platform focused on automated onboarding, segmentation, and retention.
Gainsight
enterpriseGainsight is a leading customer success platform that automates B2B onboarding with success plans, health scores, and personalized playbooks.
Orchestrated Playbooks for automating multi-stage, personalized onboarding journeys across teams
Gainsight is a comprehensive customer success platform that streamlines B2B customer onboarding through automated playbooks, success plans, and personalized customer journeys. It enables teams to map out onboarding milestones, automate tasks, and monitor customer health in real-time to accelerate time-to-value. With deep integrations and AI-driven insights, it supports scalable onboarding for enterprise SaaS companies, reducing churn and driving expansion.
Pros
- Powerful playbook automation for structured onboarding workflows
- Seamless integrations with CRM tools like Salesforce and analytics platforms
- AI-powered health scores and predictive insights for proactive onboarding adjustments
Cons
- Steep learning curve due to extensive customization options
- High enterprise-level pricing may not suit smaller teams
- Can feel overwhelming for basic onboarding needs without dedicated CS resources
Best For
Enterprise B2B SaaS companies seeking a robust, scalable platform to orchestrate complex customer onboarding and success programs.
Pricing
Custom enterprise pricing based on ARR or users, typically starting at $10,000+ annually with tiers scaling to six figures.
Totango
enterpriseTotango enables B2B teams to deliver guided onboarding experiences through automated journeys, real-time engagement, and customer health monitoring.
Journey Orchestrator, which automates multi-channel, personalized onboarding paths with real-time triggers and adaptations
Totango is a comprehensive customer success platform tailored for B2B SaaS companies, specializing in streamlining customer onboarding through personalized journeys and real-time engagement tracking. It enables teams to build automated onboarding workflows, monitor customer health scores, and trigger proactive interventions to boost adoption and retention. With AI-powered insights and robust analytics, Totango helps scale customer success operations efficiently.
Pros
- Advanced journey orchestration for personalized onboarding experiences
- Real-time customer health monitoring and predictive analytics
- Seamless integrations with CRM and SaaS tools like Salesforce and HubSpot
Cons
- Enterprise-level pricing may be steep for smaller teams
- Initial setup and customization require a learning curve
- Limited self-service options compared to some competitors
Best For
Mid-to-large B2B SaaS companies seeking scalable, data-driven customer onboarding and success management.
Pricing
Custom enterprise pricing starting at approximately $20,000 annually; contact sales for quotes based on team size and usage.
ChurnZero
enterpriseChurnZero provides real-time customer success tools for B2B onboarding, including task automation, playbooks, and in-app messaging.
Success Playbooks for automating personalized, sequenced onboarding tasks triggered by customer behavior
ChurnZero is a powerful customer success platform designed for B2B SaaS companies, specializing in customer onboarding through customizable success playbooks, milestone tracking, and automated workflows. It unifies customer data from multiple sources to provide real-time health scores and engagement insights, enabling teams to personalize onboarding experiences and proactively address risks. The tool helps reduce churn by guiding customers to value quickly while supporting expansion opportunities.
Pros
- Highly customizable onboarding playbooks and success plans
- Real-time customer health scoring with AI-driven insights
- Seamless integrations with CRM, billing, and support tools
Cons
- Pricing can be steep for smaller teams
- Initial setup requires significant configuration time
- Advanced analytics may overwhelm new users
Best For
Mid-market and enterprise B2B SaaS companies focused on scaling customer onboarding and retention.
Pricing
Custom enterprise pricing starting at around $10,000 annually, based on customer accounts and users; no public tiers.
Pendo
enterprisePendo combines product analytics and in-app guides to accelerate B2B customer onboarding and adoption.
Adaptive Guides that dynamically personalize in-app onboarding experiences based on real-time user behavior and segments
Pendo is a product experience platform that excels in B2B customer onboarding by delivering in-app guides, interactive walkthroughs, and personalized user journeys to accelerate adoption in SaaS products. It combines robust behavioral analytics with no-code tools for segmentation, feedback collection, and performance tracking, enabling teams to identify friction points and optimize onboarding flows. Overall, it helps reduce time-to-value and churn by providing actionable insights into how customers engage with complex B2B software.
Pros
- Comprehensive in-app guidance and walkthroughs with no-code customization
- Deep behavioral analytics and user segmentation for personalized onboarding
- Integrated feedback tools like NPS and session replays for iterative improvements
Cons
- High pricing that may not suit small teams or startups
- Initial setup and tagging can have a learning curve
- Limited flexibility for non-SaaS or highly custom applications
Best For
Mid-market to enterprise B2B SaaS companies seeking data-driven onboarding to boost user adoption and retention.
Pricing
Custom enterprise pricing starting at ~$15,000/year based on monthly tracked users (MTUs), with higher tiers for advanced features and support.
WalkMe
enterpriseWalkMe is a digital adoption platform that simplifies complex B2B onboarding with interactive walkthroughs and AI-powered guidance.
Contextual, non-intrusive Walk-Thrus that dynamically guide users in real-time without leaving the application
WalkMe is a Digital Adoption Platform (DAP) designed for B2B customer onboarding, offering in-app interactive walkthroughs, tooltips, and automation to guide users through complex software interfaces. It helps reduce time-to-value by providing contextual support, personalized experiences, and behavioral analytics to identify and resolve user friction points. Primarily targeted at enterprises, it integrates with SaaS applications to boost adoption rates and streamline onboarding processes.
Pros
- Powerful in-app guidance and walkthrough builder
- Deep analytics for user behavior and drop-off insights
- Scalable for enterprise-level deployments with strong integrations
Cons
- Steep learning curve for initial setup and customization
- High cost with custom enterprise pricing
- Can feel resource-intensive for smaller teams
Best For
Enterprise B2B SaaS companies with complex products needing scalable, in-app onboarding for large customer bases.
Pricing
Custom enterprise pricing, typically starting at $20,000+ annually based on users, apps, and features.
Appcues
specializedAppcues offers no-code tools to build personalized onboarding flows, checklists, and in-app experiences for B2B customers.
Macaw AI, which generates complete onboarding experiences from simple prompts
Appcues is a no-code product adoption platform that empowers B2B SaaS teams to create personalized in-app onboarding experiences, including guided tours, tooltips, modals, and surveys to accelerate user activation and retention. It provides robust segmentation, A/B testing, and analytics to optimize flows based on user behavior without requiring engineering resources. The platform integrates seamlessly with tools like Segment, Intercom, and CRMs, making it a strong choice for scaling customer onboarding in growing SaaS businesses.
Pros
- Intuitive no-code builder for rapid flow creation
- Advanced analytics and segmentation for personalization
- Extensive template library and integrations
Cons
- Pricing can be steep for small teams or startups
- Advanced customizations may still require some code
- Steeper learning curve for highly complex multi-step flows
Best For
Mid-market B2B SaaS companies seeking scalable, no-code onboarding to drive product adoption and reduce churn.
Pricing
Custom pricing based on monthly active users; starts around $300/month for Essentials plan (annual billing), up to Enterprise with custom quotes.
Userpilot
specializedUserpilot helps B2B SaaS companies create targeted onboarding experiences with flows, analytics, and segmentation.
No-code Flows builder for creating complex, multi-step onboarding sequences with dynamic personalization
Userpilot is a no-code product adoption platform designed for B2B SaaS companies to create personalized in-app onboarding experiences like guided tours, checklists, tooltips, and modals. It focuses on improving user activation, engagement, and retention through targeted flows and behavioral segmentation. The tool includes analytics to track onboarding effectiveness and A/B testing to optimize experiences.
Pros
- Intuitive no-code builder for quick onboarding flow creation
- Advanced behavioral segmentation for personalized experiences
- Built-in analytics and A/B testing for measurable results
Cons
- Pricing starts relatively high for small teams
- Advanced customizations may require support
- Fewer integrations compared to some enterprise competitors
Best For
Mid-sized B2B SaaS companies looking to scale personalized onboarding without engineering resources.
Pricing
Starts at $249/mo (Starter, billed annually), $449/mo (Growth), and custom Enterprise plans; 14-day free trial available.
Whatfix
enterpriseWhatfix delivers enterprise-grade digital adoption for B2B onboarding through self-service guides, analytics, and automation.
AI Flow Creator that automatically generates and personalizes onboarding flows from app screenshots or URLs
Whatfix is a digital adoption platform (DAP) designed for B2B companies to accelerate customer onboarding through interactive in-app guides, walkthroughs, tooltips, and self-help widgets. It embeds contextual guidance directly into SaaS applications, reducing support tickets and boosting user adoption rates. With AI-powered features like auto-generated flows and advanced analytics, Whatfix helps enterprises track engagement and optimize onboarding experiences at scale.
Pros
- Robust no-code builder for creating personalized walkthroughs and flows
- Comprehensive analytics dashboard for user behavior and adoption insights
- Extensive integrations with 500+ enterprise apps like Salesforce and SAP
Cons
- Enterprise-level pricing inaccessible for SMBs
- Steep learning curve for advanced customization
- Limited standalone mobile app support
Best For
Enterprise B2B SaaS companies with complex products needing scalable, in-app onboarding for large customer bases.
Pricing
Custom quote-based pricing starting around $20,000-$50,000 annually for mid-tier plans; scales with users and features—no public self-serve tiers.
Rocketlane
specializedRocketlane streamlines B2B client onboarding projects with collaborative portals, milestones, and automated workflows.
Mutual Action Plans with interactive, customer-editable timelines for aligned onboarding progress
Rocketlane is a B2B customer onboarding and implementation platform designed specifically for SaaS companies to manage complex customer setups efficiently. It offers visual timelines, mutual action plans, and customer portals for real-time collaboration between internal teams and clients. The software automates workflows, tracks milestones, and provides analytics to accelerate time-to-value while minimizing churn during onboarding.
Pros
- Visual Gantt-style timelines for clear project visibility
- Robust customer portal for self-service and collaboration
- Deep integrations with CRM, project tools, and Slack
Cons
- Pricing is quote-based and can be steep for small teams
- Advanced customization requires setup time
- Limited out-of-box templates for non-SaaS industries
Best For
Mid-to-large B2B SaaS companies with lengthy, collaborative onboarding processes needing structured project management.
Pricing
Custom quote-based pricing; typically starts at $500-$1,000/month for Growth plans, scaling with users and projects (Essentials, Growth, Enterprise tiers).
Custify
specializedCustify is an all-in-one B2B customer success platform focused on automated onboarding, segmentation, and retention.
No-code Playbooks that automate dynamic, multi-channel onboarding journeys based on real-time user behavior and segmentation.
Custify is a no-code customer success platform designed for B2B SaaS companies, specializing in automating and personalizing customer onboarding workflows. It unifies data from multiple sources to provide real-time insights into user behavior, enabling teams to create segmented onboarding experiences, track activation milestones, and reduce time-to-value. With features like playbooks and health scoring, it helps scale onboarding efforts while integrating seamlessly with CRMs, analytics tools, and communication platforms.
Pros
- No-code playbooks for quick automation of personalized onboarding sequences
- Real-time customer data unification and behavioral segmentation
- Strong integrations with 50+ tools including HubSpot, Intercom, and Stripe
Cons
- Limited depth in advanced analytics compared to enterprise-focused competitors
- Pricing can escalate quickly for larger customer bases
- Onboarding customization may require initial setup time for complex workflows
Best For
Mid-sized B2B SaaS teams looking for an affordable, all-in-one platform to automate onboarding and monitor early customer health without heavy coding.
Pricing
Starts at $199/month (Starter, up to 500 contacts), $599/month (Growth, up to 5K contacts), custom Enterprise plans; billed annually with a free trial.
Conclusion
The reviewed tools showcase a range of innovative solutions to enhance B2B customer onboarding, with Gainsight emerging as the top choice, leveraging automated success plans, health scores, and personalized playbooks for seamless experiences. Strong alternatives include Totango, which excels with guided journeys and real-time engagement, and ChurnZero, noted for its task automation and in-app messaging capabilities, each offering distinct strengths to meet varied needs.
Take the next step in optimizing your onboarding processes—explore Gainsight to empower smoother customer journeys and drive lasting success.
Tools Reviewed
All tools were independently evaluated for this comparison