Top 10 User Onboarding Software & Tools in 2023

Fraudsters target every successful online business. It hardly matters what kind of product or service you sell. If you are online and making money, bad agents will seek out a way to exploit you.

The good news is that it’s easier than ever to set up your first risk stack with SEON. Better still, the solution also works as an additional layer to gather extra information. 

SEON works by capturing digital footprint data, so you can learn a lot about your users without asking them to fill in extra fields. It looks at 50+ social signals and enriches data from devices, email addresses, and phone numbers to spot bots, fraudsters, and people trying to hide something from your analytics.

Pricing

• Starts at $599. SEON’s free version is available with limited API calls.

Choose SEON If

• You’re in a high-risk industry for fraud, or you want frictionless customer segmentation.

Calling Appcues a user onboarding tool is underselling it: You could build pretty much your entire onboarding process on its no-code suite of tools. The no-code part is worth stressing. It means marketers and product people can guide new users without bothering developers.

As for what you can do with Appcues, it includes the ability to add tutorials, slideouts, tooltips, and hotspots. You can also segment users and use the in-app surveys to get feedback on your product.

Appcues Pricing

• There is a free version called Essentials. Paid options start at $249 per month (paid annually) and go all the way up to $875 per month, depending on your monthly active users.

Choose Appcues If

• You want to craft an intuitive, easy, self-onboarding journey for your customers.

Seeing other people purchase something is a strong psychological driver that you should do it too. When it comes to online social proof of this, no other tools do it better than Proof. It adds small banners on your site that show whenever someone performs a certain action or how many visitors there currently are.

The real-time notifications are unobtrusive, and it is up to the merchant to decide what triggers them. This can be a strong signal that your onboarding journey is great, which in turn may inspire more people to sign up for your product or service.

Proof Pulse Pricing 

• Free 14-day trial and paid plans starting at $79/month.

Choose Proof Pulse If

• You want to show you are trustworthy and nudge prospective customers to take action.

There is no shortage of user segmentation tools on the market, enabling your business to target the right groups of people, but few of them do it as elegantly as Vero. This sleek marketing software connects directly to your data, so you can send targeted newsletters or create automated workflows.

The latter is particularly useful during the onboarding phase. You can create activity streams with clear visualization and simple if/then logic. It’s all designed perfectly, even for non-technical marketers. No wonder companies like Monzo love it.

Vero Workflows Pricing

• 30-day free trial. The Starter plan is $54/month or $583 per year for 2,000 users.

Choose Vero Workflows If

• You want to empower your marketing team to create onboarding activity streams.

The user onboarding process can require a lot of guesswork. Optimizely, a company trusted by eBay, Dolby, and Pizza Hut, among others, aims to reduce that guesswork so you can get clear results on what works and what doesn’t. 

It’s more than a simple A/B testing platform for your landing pages. Optimizely gives you a complete digital playground so you can experiment with different call to action (CTA) placement, colors, and any parameter you want to tweak. 

Optimizely Pricing

• Unfortunately, this is more of an enterprise solution, so you’ll need to jump on a sales call to get a quote.

Choose Optimizely If

• You’re an enterprise that is ready to boost onboarding A/B testing to the next level.

A complete digital experience optimization tool, Heap helps highlight hidden user actions and behavior that could point towards better results. Used by Nielsen, Walmart Labs, and Logitech, among others, the solution is designed to put an end to assumptions about how users engage with your product or website.

It’s especially well-suited to user onboarding journeys with a lot of churn or poor conversion rates. If you’ve ever wondered why people don’t complete your signup process, Heap could be one of the best solutions for you. 

Heap Pricing

• It’s completely free if you are gathering data on fewer than 10,000 users – pretty generous. Premium plans, however, have been reported to be quite expensive. 

Choose Heap If

• You want to see for yourself exactly how people engage with your website and services.

Hotjar is a great tool to help you understand the root cause of customer churn. It is probably the best visualization tool to let you directly see where users click, hover, and skip content during the onboarding process.

You can do more than see mouse patterns during recorded sessions, though. Hotjar also lets you gather feedback from users on specific page elements. This makes it a complete solution to tweak, optimize, and measure the success of your onboarding pages. 

Just a heads up, though: Hotjar can be quite memory-intensive. Some users report that it slows down their website drastically, so it may be better to use it sparingly. 

Hotjar Pricing

• There is a free plan with 35 daily sessions. After that, it’s $31/month for the least costly of the paid plans.

Choose Hotjar If

• You’re a marketer looking to finetune your website pages to serve visitors better.

Mixpanel is the business analytics tool of choice for startups and bootstrapped companies. The freemium model has a lot to do with it, but the quality of the features also speaks for itself. There’s a reason everyone from Uber to GoDaddy and Yelp uses it.

With Mixpanel, you can gather insights about your product, create flows, look at retention rates and impact, and even perform A/B tests. It’s all about letting you understand how your product is used by gathering relevant data. In terms of onboarding, it’s a fantastic tool to learn where and why users drop off and what kind of users retain best.

Mixpanel Pricing

• It’s free for tracking up to 100K monthly users. The Growth plan is also surprisingly affordable, starting at $25 per month. 

Choose Mixpanel If

• You’re looking for customer-focused, use case-driven growth for your startup.

If one of your onboarding challenges is to ensure you are dealing with legitimate customers, Trulioo has got you covered. The ID document verification system lets users upload a photo of their IDs and checks it in a huge database of five billion identities in 195 countries. 

This means that Trulioo is suitable for KYC verification, but you can also use the same tool to learn more about businesses. There is a specific Know Your Business (KYB) module, which can let you know more about potential partners, suppliers, or customers in seconds. 

Unfortunately, the company does not make its pricing available online, but you can pay more or less depending on how many verifications you need per month. 

Trulioo Pricing

• No pricing is available online. There are, however, three options: A free trial, the Growth plan, or Enterprise, which includes business verification.

Choose Trulioo If

• You need to verify IDs as part of your onboarding process. 

ID verification is quickly becoming the battleground where companies win or lose against fraudsters. If you are onboarding too many fake customers, you need to set up obstacles in their way, and photoshopping an ID is child’s play for bad agents.

This is where Onfido comes in. The company, which is a favorite of leaders such as Revolut, Remitly, and Bitstamp, lets customers identify themselves with a combination of ID documents and live video verification. 

Onfido is a powerful onboarding tool that includes biometrics analysis, and even an AI system to automatically accept or reject applications based on a risk score. You can, of course, manually review cases to ensure only legitimate users access your product or service. 

Onfido Pricing

• You’ll need to contact the sales team to get a quote. 

Choose Onfido If:

• You want to go beyond ID verification during the onboarding stage and also need biometrics checks.