New Releases, Best Practices & Company Updates
The SaaS customer onboarding KPIs that matter – time to value, time to first value, completion rate, activation rate, and cycle time – plus how to instrument them and act on stalled accounts before they churn at renewal.
Read moreA digital adoption platform guides individual users inside your product; a customer onboarding platform runs the high-touch work around it – plans, stakeholders, forms, and tasks from contract to go-live. Here's how they differ and which one you actually need.
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What agencies actually need from client onboarding software, whether you need a dedicated tool at all, and the real options – from a branded, login-free client portal to the Notion, spreadsheet, PM-tool and disconnected-form stacks most agencies run today.
Read moreCustomer onboarding gets a paying account live in a shared workspace; user onboarding guides individual users to first value in-product. Here's the clean distinction, when each matters, and why most B2B SaaS teams need both.
Read more30-minute live walkthrough of MCP and AI Connectors – from setup to real workflows. See how to create Spaces from Claude, connect your AI agent to Gmail, HubSpot, and more.
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Forms get due dates and reminder emails so customers actually submit on time. Email notification settings have been reworked into a single, clear flow. And workflows gain new triggers, a Webhook action, and dynamic placeholders in email subjects and bodies.
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Our AI agent gets file uploads, an "Add to Chat" button, and Help Center access. Plus: schedule and move tasks directly in the Gantt Chart block, and browse a new collection of AI agent use cases.
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Introducing a redesigned comment system with a global sidebar, threaded discussions, and @mentions to keep collaboration organized. Plus a Next Step block to keep customers focused, and improvements to HubSpot integration and action plan visibility.
Read moreThe best Rocketlane alternatives for B2B SaaS customer onboarding in 2026. If you don't need an all-in-one PSA, Valuecase delivers the onboarding experience without the overhead, plus GUIDEcx, Kantata and Ruddr for billable services teams.
Read moreEvaluating Dock for customer onboarding? Compare the 6 best Dock alternatives for 2026 – purpose-built platforms, PSA tools, and digital adoption – and see which fits high-touch SaaS, billable services, or self-serve onboarding.
Read moreWhat a customer onboarding platform is, what it does, and how it differs from a CS platform, a PSA, and a digital adoption tool – the category that owns the post-sale handover from signed contract to fully live.
Read moreWhat an AI customer onboarding assistant actually does in 2026 – chase stalled accounts, prep meetings, draft follow-ups, update your CRM, score onboarding risk, and send weekly reports, plus how to build your own with MCP.
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