Customer onboarding software that lives in Salesforce
Fiit helps teams deliver fast, structured, and professional onboarding experiences with collaborative workspaces
Natively built in Salesforce.
Why Onboarding Matters
Fiit’s Solution
With Fiit, onboarding becomes a single shared experience : organized, transparent, and synced to Salesforce.
First impressions define long-term success
Scattered tools and handoffs
No visibility into onboarding progress
Repetitive manual tasks that slow everyone down
Built for speed, clarity and collaboration
Pre-built onboarding templates
Shared customer-facing rooms with tasks, events, and docs
CRM fields visible and editable by the customer
Buyer engagement tracking
Benefits
For Customers
One place to access content, steps, and updates
Branded and professional experience
No login required, just clarity and progress
For Onboarding Teams
Consistent experience for every customer
Real-time visibility into status and blockers
Shorter time-to-value and reduced churn risk
No integrations required.
It’s built inside your CRM
Create onboarding rooms from Leads, Accounts or Opportunities
All actions and inputs tracked in real-time
Customize rooms per segment, use case, or product
Launch your next onboarding
in 2 minutes
FAQ: Customer and Client Onboarding Platforms & Tools
What is a client onboarding platform?
A client onboarding platform is software that helps businesses streamline the process of introducing new clients. It centralizes documents, tasks, and communication to ensure a smooth, professional experience. Platforms like Fiit allow teams to manage the entire onboarding process inside Salesforce.
How does customer onboarding software work?
Customer onboarding software automates and organizes the steps needed to transition new customers successfully. This includes welcome materials, tasks, shared timelines, and interactive checklists all tailored to the customer journey. A good solution integrates with your CRM and tracks engagement.
What’s the difference between a client onboarding platform and a customer onboarding platform?
The terms are often used interchangeably. A client onboarding platform is typically used in service-based industries, while a customer onboarding platform is common in SaaS or product-led businesses. Both aim to align expectations, deliver resources, and build early trust.
What are the best tools for customer onboarding?
The best customer onboarding tools offer collaboration features, automation, templates, and CRM integration. Tools like Fiit allow teams to create shared rooms with onboarding steps, tasks, and content—all synced directly with Salesforce for real-time visibility.
Are there onboarding tools specifically for clients in B2B?
Yes, client onboarding tools are designed for B2B businesses to manage documentation, kickoff meetings, and timelines. These tools reduce manual follow-ups and centralize communication, helping teams create a more polished experience.
What is SaaS customer onboarding software?
SaaS customer onboarding software helps SaaS companies activate and educate customers after signup. It includes guided workflows, in-app instructions, resource hubs, and automated tasks. When built into your CRM (like Fiit), it also supports long-term retention strategies.
How is customer success onboarding software different?
Customer success onboarding software is tailored for Customer Success teams who manage post-sale relationships. It focuses on building trust, driving adoption, and aligning around success milestones. These tools often include shared success plans, client-facing rooms, and task automation.
