Customer Onboarding Software

Create onboarding experiences that leave a lasting impression

Create a personalized customer onboarding planner in a single click for every customer to share project plans, documents, and success steps for a smoother customer experience.

Trusted by leading SaaS and IT services sales teams

Deliver a smooth, engaging experience that your customers will love

What is customer onboarding software?

Customer onboarding software is a shared hub where new customers learn what to expect after they sign. It gathers project plans, key documents, milestones, and owners in one place so both sides stay aligned on what happens next.
With Buyerstage, each account gets its own digital space for customer onboarding. Teams can outline tasks, attach resources, capture questions, and track progress without jumping between email, chat, and spreadsheets.
The result is a smoother start for customers, faster time to value, and clearer visibility for account teams into where onboarding is on track and where it needs attention.

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Unified onboarding portal

Centralize all the customer onboarding resources and information your customers need to get started. Your team and your customers can easily access onboarding materials, track progress, and communicate seamlessly.

Buyerstage Library

Facilitate frictionless process adherence

Break down the customer onboarding process into clear, manageable actions. Each action includes detailed instructions, resources, and deadlines, ensuring that customers know exactly what to do at every step.

Buyerstage Deck feature

Effortlessly track your client’s progress

Buyerstage enables you to effortlessly monitor each client’s onboarding journey, identify potential roadblocks, and deliver timely support. Keep every project on track and ensure your clients achieve their goals with ease.

Deal room and mutual action plan

Share information seamlessly

Do away with sharing contracts and customer onboarding materials directly via emails and chat. Share a single or a group of resources as a Buyerstage link, understand how the resource is being consumed, and tailor your approach for a stellar customer onboarding experience.

Buyerstage Deal Room

Before buyerstage

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New customers hunt through emails and attachments to find what they need.

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Tasks, owners, and deadlines for onboarding live in scattered spreadsheets and chats.

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Account teams have little visibility into where each customer is stuck.

After buyerstage

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A shared customer onboarding portal gives every customer one place to access plans, documents, and updates.

After buyerstage

Checklists, owners, and due dates live in the same workspace, so everyone knows the next step.

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Real-time visibility into onboarding progress helps teams spot risks early and keep customers moving toward value.

Elevate your customer onboarding experience with Buyerstage

Signup today and see how Buyerstage can help you onboard clients, faster.

Boost your customer success with powerful integrations

Maximize your onboarding efficiency by connecting your favorite tools with Buyerstage

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Salesforce

Deal room insights, stakeholder analytics and intent signals made available within your Salesforce application.

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Hubspot

Deal room insights, stakeholder analytics and intent signals made available within your Hubspot application.

slack

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Slack

Receive instant notifications on buyer activity, deal progression and other updates in realtime.

loom

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Loom

Embed your Loom videos directly into the Buyerstage platform and offer an engaging buying experience.

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Arcade

Import your beautiful product demos from Arcade and showcase it in your Buyerstage portal.

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Google Workspace

Import your Google slides, sheets, docs or any other collateral directly from your google drive.

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FAQs

Who benefits most from customer onboarding software like Buyerstage?

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Customer onboarding software is especially useful for B2B teams with multi-step implementations, multiple stakeholders, or compliance requirements. Revenue, customer success, and implementation teams all get clearer visibility into what needs to happen next.

Is customer onboarding software only for brand-new customers?

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No. You can use the same customer onboarding workflows for expansions, new product rollouts, or adding regions and teams. Each phase gets its own structured plan, owners, and milestones.

Can we create repeatable customer onboarding playbooks?

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Yes. You can standardize your best onboarding process into templates, then clone and adjust them for each new customer. That keeps your customer onboarding consistent while still allowing for account-specific tweaks.

How does customer onboarding software help us measure success?

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Customer onboarding software surfaces metrics like task completion, stakeholder activity, and time to key milestones. This helps you understand where projects slow down and where you can improve the experience.

How are access and security handled during customer onboarding?

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Each workspace can be configured with role-based access so customers only see what’s relevant to them. Internal notes, drafts, and sensitive documents can stay restricted to your team while still supporting smooth customer onboarding.