Best 10 Customer Onboarding Software for B2B Companies in 2025

We researched 40+ onboarding tools, reviewed customer reviews on G2, and talked to customer success managers to find the customer onboarding solutions so you don’t have to.

This article will review 10 customer onboarding platforms, going over their top features, pros and cons, and pricing models.

Before we begin, let’s review a few factors to consider when evaluating customer onboarding apps. ⤵️

Factors To Consider When Evaluating Customer Onboarding Software

Here are the factors we considered when evaluating customer onboarding solutions to make this guide:

#1: Depth of Onboarding Features

The customer onboarding software you choose should guide your customers step-by-step through the necessary processes to ensure that they understand how to use your product or the next steps in your services.

Here are some of the common onboarding features that you need to look out for in B2B:

• The ability to track the progress of your clients’ onboarding journey.
• Embedded next steps that are bite-sized and do not overwhelm customers.
• Task ownership that outlines which stakeholder is responsible for what task.
• Being able to embed interactive product tours, demos, videos, etc.
• Tracking project health with real-time alerts of at-risk-of-churn onboarding flows.

It should be intuitive and user-friendly to minimize misunderstandings and contain personalized elements that cater to your clients’ use cases.

➡️ The goal is to drive action from your users, answer their questions as they arise on the go, and keep them engaged throughout the process.

#2: Integration With Existing Systems

The onboarding process should be integrated with your existing customer success and sales systems, such as your CRM (e.g., HubSpot) and customer success platform.

#3: Scalability

For teams that are onboarding multiple clients simultaneously, your team should still be able to onboard more customers without having to double your headcount.

The best customer onboarding tools allow you to replicate your winning process and automate repetitive tasks on top of personalizing the experience for each new client.

#4: Pricing Structure

Different client onboarding apps have different pricing structures.

For example, some tools offer pricing models based on the number of seats you’d require, while others are based on the features you will need.

The pricing model you go with can impact your bottom line and prove quite expensive in the long run if you plan on onboarding a large number of customers.

💡 For the tools that did not disclose their pricing, we tried to find data from third-party sources like Vendr.

What Are The Best Customer Onboarding Platforms In 2025?

Here are the best customer onboarding solutions out of all the software we reviewed:

#1: Arrows: Reduce onboarding time and increase your team’s capacity by sending out personalized onboarding plans with our best-in-class HubSpot integration.

#2: Dock: Create a collaborative space for sharing onboarding content.

#3: ChurnZero: Get real-time alerts of at-risk onboarding flows.

#4: Trumpet: Share trackable action plans.

#5: GUIDEcx: Reduce TTV with custom analytics and optimize PSA resources.

#6: Userflow: Engage new customers with in-app tours.

#7: Flowla: Boost product adoption rates.

#8: Userlane: Improve trial conversions and retain more customers.

#9: OnRamp: Set up a white-glove onboarding experience.

#10: Content Snare: Get all of the necessary information needed from B2B clients.

#1: Arrows

Arrows offers the best customer onboarding software for customer success teams using HubSpot looking to reduce onboarding time and increase team capacity.

Full disclosure: Even though Arrows is our customer onboarding platform, we’ll aim to provide an unbiased perspective on why Arrows is the best client onboarding software in 2025.

You can send out actionable onboarding plans that drive action and scale your new client onboarding.

❗Note: Arrows was built for customer success and implementation teams that run on HubSpot.

Here are the features that 👇 make Arrows the best customer onboarding platform on the market for streamlining onboarding:

Arrows Onboarding Plans

Keep your new users moving through the onboarding funnel with Arrows onboarding plans.

By providing onboarding checklists for your new clients to complete, you can reduce the onboarding time and increase your customer success team’s capacity so you won’t have to hire more people.

Here’s why customer success teams choose Arrows onboarding plans:

• Onboard your new customers faster: Clear, easy-to-follow plans personalized to each customer that keep them on task.
• Increase your team’s capacity: Enable your team to work out of HubSpot instead of jumping between different tools.
• Track progress: Monitor every step of your customer’s onboarding journey, from adding their brand’s guidelines to scheduling the initial audit.
• Bite-sized steps that help customer success teams break down complex processes into achievable tasks so your customers are not overwhelmed.

• Task ownership and accountability outline who is responsible for what in the onboarding process with defined due dates.

Our tool makes it easy for your customers to perform tasks such as uploading files and filling out form fields. The data then syncs back to HubSpot.

How Do Arrows Onboarding Plans Work?

Each plan has tasks that are grouped into phases. The tool guides your new customers to the next task they need to complete.

You can take your new clients to a focused view of each task, which has different task types (from inserting a Google Doc to scheduling a meeting).

Our platform then syncs 35+ data points with your HubSpot property, enabling your customer success team to run and keep track of your entire onboarding process inside HubSpot.

Each ticket or deal is connected to an Arrows plan powered by our data, which is synced in real-time to your HubSpot platform. There, you can trigger automation and get live reports.

What is different about Arrows from the other onboarding tools? The platform combines workflow automation with a simple UI embedded in HubSpot. 

Our tool aims to keep customers engaged and focused on the next step of their onboarding process.

Case study: HumanPredictions reduced customers’ time-to-live by more than 50% since implementing Arrows onboarding plans.

They are now able to onboard their new customers in a few weeks, and not in a few months, increasing net retention.

Take a look at our video case study. 👇

💡 Check out our client onboarding checklist that goes over our 5-step new customer onboarding process.

Onboarding Insights

Your team will also get access to Arrows onboarding insights, which will help your team uncover insights from your customer onboarding process.

With Arrows onboarding insights, your customer success team will be able to uncover:

• How are plans performing over time?
• How long does it take to complete the first task?
• Which tasks are taking too long to complete for your new clients?
• Where are your customers getting stuck the most?

Best-In-Class HubSpot Integration

Arrows onboarding plans are attached to your HubSpot deals, tickets, and custom objects.

Our platform gives your customer success team shared visibility into onboarding progress and an easy-to-follow path to success for your new customers.

💡 Arrows is rated the #1 App for Customer Success in the HubSpot Marketplace.

Our native HubSpot integration makes it possible to run your entire client onboarding process inside HubSpot.

The customer onboarding platform is designed to let your customers access their onboarding plans and complete their assigned tasks.

We built Arrows to feel like a native extension of your HubSpot CRM, which is why you can:

• Create and edit Arrows onboarding plans right inside HubSpot.
• Automate the process of creating and sending plans using HubSpot workflows.
• Create HubSpot reports using Arrows onboarding plans data.
• Track new client engagement activity in your HubSpot timeline.

Pricing

Arrows has three pricing tiers:

• Growth plan: $500/month, which gives you access to unlimited plan participants, bi-directional data sync to HubSpot deals or tickets, and HubSpot timeline events.
• Business plan: $1,250/month, which adds access to advanced Arrows data points (50+), dynamic branching on tasks, and the ability to sync Arrows plans to custom objects in HubSpot.
• Enterprise plan: Custom pricing that adds access to SSO, Audit logs, and automated user lifecycle management.

💡 Our pricing is not based on user seats.

You can try Arrows for free! Start your free trial with Arrows by connecting customer-facing onboarding plans to HubSpot deals, tickets, or custom objects with just a few clicks.

Not sure if Arrows can be a good customer onboarding software for your organization? Schedule a demo to learn more about the tool.

Pros & Cons of Arrows

✅ Onboarding plans that are personalized to your new customers.

✅ Seamless data sync with HubSpot records.

✅ Easy-to-use platform with a clean interactive interface.

✅ Track customer engagement across the onboarding process.

✅ Onboarding insights to help you reduce onboarding time.

⚠️ Built for teams using HubSpot.

⚠️ Simple dashboard with less data compared to other apps because all of the power is synced into HubSpot.

#2: Dock

Best for: Creating a collaborative space for sharing onboarding content.

Similar to: Arrows, Flowla.

Dock offers customer onboarding software that lets you create personalized onboarding flows for your new clients.

The platform helps customer success managers save hours of admin time onboarding each customer with one-click personalization and templates.

Features

• Share project plans, onboarding content and forms all in one collaborative space.
• You can include success plans, timelines, all sorts of content, embeds, surveys, and share files with your new clients.
• Create and embed self-serve resources to bring your customers quickly to value.

💡 Some users have been looking for alternatives to Dock because the UI can be buggy at times and the software is not mobile-friendly.

‍

Standout Feature: Templated Workspaces

Dock allows you to give everyone on your team a pre-built blueprint for onboarding a new customer, so you can scale your own internal onboarding of new customer success managers.

Pricing

Dock has a free version that lets you access five workspaces for unlimited seats.

To access the platform’s advanced features, you’d have to be on one of their three paid plans:

• Starter plan: $49/user/month, which gives you access to customer onboarding, client portals, and content management.
• Growth plan: $59/user/month + $250/month platform fee, which gives you access to HubSpot integration, custom dashboards, and page visibility controls.
• Enterprise plan: Custom pricing that lets you access Salesforce integration, custom domain, SSO, and automations.

Pros and Cons

✅ Unlimited product usage on the Starter plan.

✅ Generous freemium plan, unlike other alternatives.

✅ Templated workspaces.

⚠️ Set up can be time-consuming.

⚠️ The platform is not mobile-friendly yet.

#3: ChurnZero

Best for: Getting real-time alerts of at-risk onboarding flows.

Similar to: Arrows, GUIDEcx.

ChurnZero is an AI-powered customer success software that helps you reduce onboarding time and increase CSM account coverage.

The platform also lets you grow renewal and expand accounts with insights that forecast renewals.

Features

• Customer onboarding journeys help you keep track of milestones, onboarding progress, and due dates.
• Manage onboarding tasks by automating task creation and assignment based on key data points and milestones.
• Automate customer engagements during onboarding by following defined playbooks to save time from routine tasks.

Standout Feature: Real-Time Alerts

ChurnZero helps you stay up-to-date on customer health with real-time alerts on customers’ accounts, usage, health scores, and significant milestones.

For example, if a customer falls behind or feels stuck, your CSMs will be notified so they can identify and resolve the issue.

Pricing

ChurnZero does not publicly disclose their pricing, so you’d have to contact them to get a quote and a product demo.

💡 3rd party data from Vendr shows that the average contract value for ChurnZero is $44,869/year out of the 17 deals they have handled for them.

Pros and Cons

✅ Wide range of integrations.

✅ Good customization options.

✅ Comprehensive range of customer success features after onboarding.

⚠️ The platform has been reportedly expensive - up to $87,500 a year with a recent 25% increase.

⚠️ Dashboards can be a little tricky to build, according to G2 reviews.

#4: Trumpet

Best for: Sharing trackable action plans.

Similar to: Vitally, Flowla.

Trumpet offers a digital sales room for customer onboarding purposes.

The platform helps you share trackable action plans, add interactive demos and add educational content with best practices to get your new clients up to speed.

Features

• Build a personalized hub for your new clients with everything they need to get started in one place.
• Create task lists and onboarding plans with the ability to track progress during the onboarding phase.
• Add interactive demos, and video content, and attach PDFs with a visual progress bar to keep everyone on track.

Standout Feature: Onboarding Progress Insights

Trumpet provides customer success teams with onboarding progress insights to track engagement data to predict churn and take action sooner.

Your team can monitor the onboarding flow to reduce early churn during the handover from your sales to the customer success team.

Pricing

Trumpet has a free version of its tool that lets you access all Scale plan features for up to 10 Pods (onboarding plans).

You can also add unlimited users and access 30+ integrations, the tool’s analytics, and Mutual Action plans.

To access the software’s advanced features and unlimited Pods, you will need to sign up for one of their three paid plans:

Note: As a British company, Trumpet displays its pricing only in GBP (£). The brand also accepts payments in USD ($).

• Pro plan: £29/user/month when paid annually, which gives you access to unlimited Pods, unlimited content storage, access to all templates, and CMS.
• Scale plan: £60/user/month when paid annually, which gives you access to the tool’s TrumpetSign (e-signatures), Content Analytics, management dashboard, and proposal software.
• Enterprise plan: £100/user/month when paid annually, which gives you access to SSO, custom domains, account management, and multiple team workspaces.

Pros and Cons

✅ Good personalization options.

✅ Pre-made onboarding templates that can be customized.

✅ Detailed analytics into the onboarding progress.

⚠️ Users report limited customization of widgets.

⚠️ Contract e-sign tool is not as intuitive and easy to use as with other alternatives.

#5: GUIDEcx

Best for: Reducing TTV with custom analytics and optimizing PSA resources.

Similar to: Userlane, OnRamp.

GUIDEcx is a customer onboarding tool that helps customer success teams reduce early churn.

The platform lets you accelerate onboarding with its AI features and be able to forecast project completion.

Features

• Create a frictionless onboarding experience with mutual action plans and accountability across teams.
• Actionable emails, where users can update task status by clicking on a link, add a note by replying, or access task meta-data directly from emails.
• Visibility into onboarding progress with role-based views to keep teams accountable and projects on track.

Standout Feature: Track Project Health

GUIDEcx’s reports help your onboarding team to identify trends and at-risk projects, as well as on-hold revenue.

Pricing

GUIDEcx has 3 paid plans:

• Starter: $143/month/license for a minimum of 4 licenses, which includes persona-based project experiences, actionable emails, and customer login via a magic link.
• Premium: Custom pricing, which adds native integrations with Gainsight, Jira Slack, all leading CRM systems, and HubSpot Marketplace CRM Cards.
• Advanced: Custom pricing, which adds advanced time tracking, resource management, program management, and an embedded customer portal.

Pros and Cons

✅ Users find the project management and email notifications useful for their customers.

✅ Easy-to-use customer experiences, templates and notifications.

✅ Good range of native integrations.

⚠️ There are times when the platform is slow and has outages, according to G2 reviews.

⚠️ Some customers were not satisfied with the training they were provided for the platform.

#6: Userflow

Best for: Engaging new customers with in-app tours.

Similar to: Trumpet.

Userflow is a new customer onboarding software that lets you engage your customers with in-app tours, checklists and surveys.

The app lets you add AI assistants, resource centres, and action items with no coding skills required.

Features

• All-in-one no-code onboarding plan builder that helps you add product tours, checklists, surveys, and resource centres.
• Build a multi-step onboarding flow with your ideal onboarding process that you want your new users to go through.
• Embed a ‘’Get Started’’ checklist into your onboarding flows to work as a user’s anchor during their onboarding experience.

Standout Feature: Personalized Resource Centre

Userflow’s resource centre helps new customers keep progress of where they are in the onboarding flow and what other steps are remaining.

Pricing

Userflow’s pricing is based on monthly active users and lets you run unlimited onboarding flows, launchers, banners, and checklists.

The platform has 3 paid tiers:

• Startup: $240/month for 3,000 monthly active users, which lets you access unlimited flows, the tool’s resource centre, AI assistant, and basic integrations.
• Pro: $680/month for 10,000 monthly active users, which adds unlimited surveys, localization, and advanced integrations.
• Enterprise: Custom pricing that adds SSO, concierge support, and security questionnaires.

Pros and Cons

✅ Intuitive and well-built onboarding solution with no coding knowledge required.

✅ Unlimited onboarding flows in all plans.

✅ You can add an AI assistant to your onboarding process.

⚠️ The platform can get expensive for sites with a lot of monthly active users.

⚠️ Can get overwhelming with the depth of features, according to G2 reviews.

#7: Flowla

Best for: Boosting product adoption rates.

Similar to: ChurnZero.

Flowla offers customer onboarding software that helps customer success leaders boost product adoption.

The platform lets you set up workspaces that manage onboarding and service/product implementation with all data synced back to your CRM.

Features

• Create and send out custom-branded onboarding flows to save admin time and effort, providing the same standardized experience to each client.
• Send out digital links that unite all resources and action plans to act as a single source of truth.
• Connect documents and data from clients with Flowla forms that gather necessary info from clients during onboarding and implementation.

Standout Feature: Onboarding Analytics

Flowla lets you find bottlenecks in your onboarding process by identifying stakeholders, tracking progress and seeing which steps cause the most friction.

Pricing

Flowla has a free plan that lets you create and send out 5 flows with unlimited seats.

To get access to unlimited flows and more advanced features, you’d have to be on one of their three paid plans:

• Professional: $39/month/seat, which adds unlimited flows, unlimited content, flow analytics, content library and native CRM integrations with HubSpot and Salesforce.
• Team: $65/month/seat for a minimum of 5 seats, which adds a custom domain, custom email templates, custom URL shortener, and integrated e-signature.
• Enterprise: Custom pricing for a minimum of 20 seats, which adds SSO, employee training, dedicated account management, white labelling, and a managed implementation.

Pros and Cons

✅ Shorten your onboarding cycles with customizable onboarding flows.

✅ Set up mutual action plans.

✅ Native CRM integrations with HubSpot and Salesforce.

⚠️ Customization is limited when compared to other alternatives on the market.

⚠️ Some users note on G2 that they’ve had integration issues with their CRMs.

#8: Userlane

Best for: Improving trial conversions and retaining more customers.

Similar to: GUIDEcx.

Userlane is a customer onboarding platform that works with SaaS organizations to improve their trial conversions.

The platform helps your customers adopt your digital solution by bringing them to value quicker.

Features

• Onboard new customers with interactive tours of your product to guide them through your solution.
• Personalize each onboarding journey by tailoring the communications for different user segments.
• Guide new customers through tasks they need to complete and processes they need to set up so they can learn quickly about your platform.

Standout Feature: Create Training Content

You can keep user engagement high by creating and improving training content in minutes to engage your users.

For example, you can promote new features, start surveys, and announce updates directly in the application.

Pricing

Userlane does not disclose their pricing, so you’d have to contact their team to get a product demo.

💡 Out of the 4 deals Vendr has handled for Userlane, it claims that the average price is $18,000/year for the software with the tool costing up to $25,000/year.

Pros & Cons

✅ No-code easy-to-use interface.

✅ Interactive product tours.

✅ Personalize the user journeys based on their segments.

⚠️ There are customization restrictions for visuals.

⚠️ Lack of deep ‘’analytical powers’’, according to G2 reviews.

#9: OnRamp

Best for: Setting up a white-glove onboarding experience.

Similar to: Userlane.

OnRamp is a customer onboarding client portal that lets you remove barriers to entry for your new customers.

The platform provides your new clients with a white-glove onboarding experience in the form of a client portal.

Features

• A white-labelled customer portal that acts as an onboarding plan for your new clients, where you can add progress bars and tasks.
• Branded magic link to bypass login for instant and easy engagement.
• Speed up the next steps with CRM auto-project creation with real-time progress trackers to keep projects on track.

Standout Feature: Onboarding Analytics

OnRamp provides you with onboarding analytics that covers each onboarding flow’s progress, real-time performance and engagement, and the next steps to be completed.

Pricing

OnRamp currently does not disclose its pricing, so you’d have to book a demo to learn more about the tool’s pricing.

Pros & Cons

✅ Easy-to-use, customer-facing client portal.

✅ Bring customers to value quicker with CRM auto-project creation.

✅ Good onboarding analytics.

⚠️ Adding tasks might feel a little buggy, according to users on G2.

⚠️ Limited customization options when compared to alternatives.

#10: Content Snare

Best for: Getting all of the necessary information needed from B2B clients.

Similar to: Arrows.

Content Snare is a customer onboarding platform that helps B2B service providers collect and organize all sorts of documents during the onboarding process.

The platform helps agency owners and consultants to follow up on requests and collect all necessary information from each client.

Features

• Build and send out a confusion-free content collection checklist to your B2B clients, requesting all of the information you need.
• Send reminders to clients about missing items when deadlines are approaching.
• All of the content that the client submits can then be downloaded into a single package.

Standout Feature: Save Requests As Templates

Your team can scale new client onboarding by saving all of your requests as templates so you can ask your next B2B client in a similar industry for the same documents.

Pricing

Content Snare has 4 paid plans:

• Basic: $29/month, which gives you access to 20 active requests for up to 2 users, 20 GB storage space, and 40 SMS/month.
• Plus: $59/month, which gives you access to 50 active requests for up to 5 users, 50 GB of storage space, and 100 SMS/month with custom branding.
• Pro: $99/month, which gives you access to 100 active requests for up to 10 users, 100 GB of storage space, and 200 SMS/month with premium integrations.
• Custom: Starts from $179/month and gives you access to more active requests, users, storage, and SMS per month.

Pros & Cons

✅ Good range of integrations.

✅ You can collect all kinds of content and documents from your customers.

✅ Re-usable templates that you can use to scale the onboarding of B2B clients.

⚠️ No integration with Zapier.

⚠️ Limited automation capabilities.

Next Steps: Onboard New Clients Faster With Arrows Onboarding Plans

Arrows helps customer success, onboarding and implementation teams reduce their onboarding time and increase their capacity by sending out personalized onboarding plans.

Apart from that, our platform offers digital sales rooms and client portals, which means you can manage the entire customer lifecycle out of one platform with tools for what you need at each stage of the customer journey.

If you’re looking for a customer onboarding tool that offers:

• Onboarding insights, which help your team gain a deeper understanding of where customers are getting stuck the most.
• Deep and powerful HubSpot integration that is available for all pricing tiers and lets you sync 35+ real-time data points.
• Task ownership and accountability features outline who is responsible for what in the onboarding process.
• Client portals that let you give your customers a clear path forward with a single portal for communication, resources, and updates.

Book a demo to see Arrows in action: collaborative onboarding plans that integrate with HubSpot, deliver a seamless customer experience and save your team hours each week.