The Top 10 Data Onboarding Tools in 2024 

Introduction

In our world today, successful marketing is no longer about just converting leads but sustaining conversations with customers. With the trajectory of the world towards advancement and evolution in all areas of business, it has become imperative to continuously recognize and relate with customers through relevant and contextual experiences, thereby ensuring customer retention. This is why as a foundational step; data onboarding is very important.

Data onboarding, which is the technical process of uploading offline customer data to the online environment to match with digital identifiers, came into the scene many years ago. Unsurprisingly, many tools have sprung up to offer unique customer onboarding solutions to ensure customer and client satisfaction. This article will, therefore, highlight the top data onboarding tools of 2024.

List of Data Onboarding Tools

Flatirons Fuse

Starting off the list is the Flatirons Fuse CSV Importer, which is a data management platform that is cloud-based, ensuring the seamless importation of data into websites. With this user onboarding software, users are afforded the opportunity to fully focus on the growth of the company, spending less time on data management and the user onboarding process.

Offering powerful frontend and backend data cleaning and validation, as well as AI-powered column matching that ensures users can easily import into the system, Flatirons Fuse is undoubtedly one of 2024’s top onboarding tools. Leveraging its data importer, the platform enables users to customize how they interact with data. The platform further offers unique characteristics, such as data transformation, custom styling, etc.

Although Flatirons Fuse is a free tool, it’s not short of key feature offerings such as a customer database, data capture, and transfer, data extraction, data import/export, data mapping, data migration, etc. All of these features allow for actionable insights that will increase the customer retention rates of businesses.

Hopscotch

As one of the latest developments in data importation and exportation, Hopscotch is a platform that enables you to customize your product onboard flows. Hopscotch has an adequate number of key features, including stellar email support, as well as effective guides to help users through any new feature. This platform also offers a seamless preview experience, which enables users to gain an overview of how things look, before fully engaging with the product.

With pricing for Hopscotch, it begins at $99 per month for up to 3,000 users. The data onboarding tool further has a growth plan of $249/month for 20,000 users. However, in cases where there are no pricing plans, especially with regard to their Enterprise Plan, you need to be in direct contact with them.

Onboard.io

Another customer data platform of 2024 is Onboard.io. This platform is a smart, customer onboarding software that was specially designed to assist you in organizing, automating, and managing client onboarding, from hand-off to launch.

Onboard.io creates MAPS (diverse launch plans) based on the several needs of different clients, thereby saving time and resources while ensuring that each client experiences a genuinely tailored user onboarding experience. Further, this software comprises internal and external stakeholders that can operate off the same MAPS, thereby ensuring end-to-end visibility, responsibility, and transparency by keeping everyone updated and on the same page.

With the Onboard.io software, you can also reduce the time-to-value and provide a dependable and consistent service to the users of the software. Users can remove implementations that are below par, abandoned accounts, and even costly delays that may lead to failure on the clients’ part by providing more collaborative, simplified, and straightforward procedures. Finally, you can manage and use your clients’ step-by-step tasks and ensure that such clients are provided with the necessary links, videos, and instructions with Onboard.io.

The pricing plan of this software is flexible, with Onbaord.io offering three different packages. Onboard Essential costs $199/month and each individual subscription is pegged at $39/month. There is also the Onboard Enterprise, which is $999/month, where individuals pay $59 each. Finally, there is the Onboard.io Scale which is $399/per month, and $49 per individual.

Userpilot

Userpilot is one of the best user onboarding tools designed to help businesses customize the user interface (UI). It simultaneously creates automated behavior-driven triggers that are aimed at improving product adoption and the process of customer onboarding.

Managers can categorize users based on specific traits or in-app events, as well as create multilingual walkthroughs, tips, and hints that will improve the overall experience of the users. Also, businesses can improve their users’ experience by setting custom triggers or conditions across staging/production environments. This will allow the administrators to perform A/B testing on the experiences of users in-app. With the software, managers can track the engagement rates of users via actionable analytics.

Further, professionals can create what is termed as the “net promoter score” (NPS) surveys and personalize these surveys in line with the various requirements of the organizations. This will generate scores that help to rate the clients’ satisfaction with such a product. Facilitating integration with several third-party applications, Userpilot can be integrated with Google Analytics, Amplitude, Intercom, and even Segment.

Userpilot provides a 14-day free trial, after which there is a standard payment of $119/month when billed monthly, or $99/month when billed annually.

Hotjar

Being a cloud-based customer experience management platform, Hotjar has been specifically designed to aid small and large businesses to track visitors’ interactions with their business pages. This will ensure user retention for companies and businesses, allowing these businesses to track their customer engagement through and after their customer onboarding process.

Additionally, this platform allows marketing professionals to anonymously view user behavior and sessions, further identifying the usability issues based on the navigation patterns of the visitor. This software also ensures that employees are allowed to track sessions, add various tags to recordings, create notes, and share them with their team members. Marketing professionals can also create personal behavioral triggers while creating their customer surveys, launch such surveys, or send invitation links to customers and collect feedback.

Finally, visitors to the site can leave visual feedback, which helps to track and monitor the sentiments across the pages. Hotjar allows for integration with third-party applications, including HubSpot CRM, WooCommerce, Slack, Segment, Wix, PrestaShop, etc.

The pricing plan for this data onboarding tool is in 3 tiers, with their HotJar Plus plan going for $32/month. The HotJar business is $80/month. Then, there’s the scale pricing plan, which is custom.

MixPanel

Another excellent data onboarding tool of 2024 is MixPanel. This software is a product analytics solution created to aid businesses in gaining detailed insight into their audiences’ behavior, as well as help these businesses track the journey of their customers. Further, this software helps managers to convert leads into more customers, build funnels, automate workflows, as well as generate custom reports. It gives its clients access to a host of features, including A/B testing, audience targeting, conversion tracking, data visualization, statistical analysis, and more.

Mixpanel enables its clients to create and manage their campaigns, as well as calculate the conversion rates of their business. Administrators are further allowed to create personalized dashboards, receive incoming alerts for the updates of any product, and track the product’s key performance indicators (KPIs). Finally, this software allows integration with third-party platforms such as AB Tasty, Alooma, Apptimize, Google Cloud Platform, etc. Mixpanel is free for its users, after which there is a standard monthly subscription. Customer support on the app is provided through phone and email.

The pricing plan includes Mixpanel Growth, which is $25/month. There is also the Mixpanle Enterprise, which is a custom pricing plan to suit your business needs.

Chameleon

Another data onboarding platform of 2024 is Chameleon —a digital adoption platform that was designed to help build and publish customizable product tours and surveys. With low code requirements, the software can be easily installed and integrated with JS Snippet, Segment, or Google Tag Chrome.

This software also ensures that there is a controllable user experience over the interface. This ensures that the users see what they are building, and in real-time too. The editor tool further provides a set of advanced styling options and custom cascading sheets (CSS). Enabling users to watch the creation of a survey in real-time, Chameleon ensures that the users have a full preview and test option, before the final publication.

After publication, the software still allows for editing and updating. It can also track and monitor the performance of a tour or survey through A/B testing, multi-variant testing, and impact reporting. The analytics reports will help to identify what engages the users, and further, convert these users into leads through the net promoter score and customer satisfaction rating (CSAT). Chameleon also sends data to a prior existing user stack through various integrated platforms such as Intercom, HubSpot, and Mixpanel.

The subscription is a standard subscription done on a monthly basis. There are, however, free versions available with Chameleon. This onboarding tool lists a Startup pricing plan for $279/month. There is also the Growth pricing plan which is $999/month, and Enterprise plans which are custom-made plans.

User Flow

UserFlow is one of the unique onboarding solutions that is used to build product tours and onboarding checklists. It also provides desirable centers and surveys that are specially curated for the app and its users. This is software that requires no code and has the fastest flow builder. This allows its clients to build highly-sophisticated flows and checklists.

User Flow has a range of features, including survey implementation, data analysis, user segmentation, multi-language support, behavior-responsive messaging, etc. Its pricing plan can either be done on a monthly basis or on an annual basis. On a monthly basis, subscribers can use the Startup plan for $250/month, or the Userflow Pro for $750/month. For annual plans, the startup plan is $200, while the pricing plan is $600/month. There is an option for custom-made plans for both monthly and annual plans.

Rocketlane

A customer onboarding solution that catalyzes and streamlines software implementation and customer onboarding projects, Rocketlane is one of the best customer onboarding software that rightfully deserves to be on this list.  This software brings together project management, document collaboration, and communication with its unified workspace. This ensures that teams collaborate effectively, smash project goals and shorten the time-to-value, delivering an all-around wholesome experience to their clients.

With this unique software, you can impress your customers and build detailed and repeatable playbooks. You can also get on-demand visibility into diverse onboarding projects and customer sentiments that will help to improve the productivity of your implementation teams.

This software has a free trial period, after which it offers different pricing plans that are divided into different packages — Professional, Premium, and Enterprise. On an annual basis, the Professional is billed at $19/month, while the Premium subscription is billed at $49/month. There is also the option of custom subscriptions.

Intercom

Finally, Intercom is a customer success software that allows the implementation of modern customer service delivery, redefining the models of business support for customers, as well as providing customer success management solutions. This software, through its integrated features, ensures that businesses can connect directly to their customers through its automation feature. As one of the best customer onboarding tools, Intercom is designed to ensure customer retention, while providing a user onboarding experience that boosts user adoption.

Without the need for intensive investment, Intercom ensures that teams are able to scale and in turn, ensure happier customers that translate to customer success. The pricing plan comes in three different packages, with an option for custom pricing. For Intercom Essential, the subscription is pegged at $38/month, while Intercom Pro starts at $75/month.

Conclusion

Today, onboarding solutions exist to ensure that you maintain complete ownership and control of your customer data. With full transparency into how data is collected, used, and distributed, you can track performance and optimize strategies to align with broader business goals. Flatirons Fuse, a competitor of Flatfile and CSVBox, is the lead CSV import solution.