BigSteps Alternatives (September 2025)

CogniSaaS is a customer-centric onboarding and implementation platform that enables cross-functional collaboration with internal and external stakeholders.

Onboard Customers faster with the software built to organize, automate, & manage your client onboarding process for modern customer success teams.

Collaborate seamlessly with your entire project team, partners, and clients, delivering projects on time and on budget with Rockelane. Try today!

ZapScale is the best customer success platform for SaaS with easy integrations, prebuilt KPIs & playbooks to proactively address customer needs, reduce churn & boost upsell

Harvestr is the all-in-one product management software platform where impact-driven teams across the organization collaborate to build successful products.

Customer Onboarding Software

You only get one chance to make a first impression on your customers. A smooth, transparent SaaS onboarding process is key to putting your best foot forward.

Dock is a client-facing workspace that customers love. Dock makes it easy to create sales proposals, onboarding plans, client portals, and project hubs.

Your top rated CSM software platform. The easiest to use, fastest to implement software to reduce churn & increase customer revenue.

The only employee training and knowledge management platform also rated number one for onboarding, SOPs, process documentation, and learning management.

Recapped is the #1 platform for B2B sellers to collaborate with their prospects, customers, and partners. Execute the perfect sales process, enable your buyers, and forecast accurately with the Customer Collaboration Platform, Mutual Action Plans, Digital Sales Rooms, and Customer Onboarding Checklists. Enforce sales processes and sales methodologies like MEDDPICC, MEDDICC, BANT, and more.

Skalin helps growing SaaS better onboard, engage and grow their customers with powerful Health Scores, smart automations and project management capabilities.

Auto-personalised & interactive digital sales rooms that close more deals, quicker. From post demo all the way to customer onboarding and success. Buyer enablement is the new secret revenue teams should know about.

The fastest way to fast user onboarding. Userflow lets your whole team build customized in-app tours, checklists and surveys, without code. Convert more customers and increase retention.

5X the productivity of your customer-facing teams with Stagebase's automation and management tools.

OnBoard is board management software that reduces complexity so boards and leadership teams can work smarter, move faster, and achieve more.

Discover the art of automation with Business Playbooks and Runbooks. Simplify complex tasks, optimize processes, and achieve business excellence. %

FuseBase (formerly Nimbus Platform) - Free Online Collaboration Software for Remote Teams. Build your wikis, client portals and more with the FuseBase (formerly Nimbus Platform) collaboration tool ? A perfect space for online work

The Most Comprehensive customer support software on the market. Made for B2B teams to scale their efforts, respond faster, and do more.

BHyve is your organisation’s AI knowledge sharing, management & collaboration tool to help you source, store, and share tacit knowledge instantly across teams, locations, and functions.

Send your customers digital sales rooms & client onboarding plans to build momentum and drive action. The best part? Arrows is seamlessly connected to your pipelines in HubSpot.

Instantly create a knowledge base for your customers and teams. Build FAQ, User guides, Product Documentation, Standard Operating Procedures and many more

Teamwork.com is the only all-in-one platform custom-built for client work operations, with best-in-class project management and complete performance reporting. Manage resources, track time, streamline workflows, and maximize profitability, all in one place.

Curate, manage, and deliver customer-facing content in a centralized system with deep analytics and insight into how content is being used.

TaskRay is the leading project management software for Salesforce CRM customers. Plan projects, manage resources, and collaborate smarter.

Aligned moves the chaotic back-and-forth, into single a customer workspace, that helps manage deal complexity and standardize playbooks.

Prelay’s team selling platform aligns people and process across your complex deals. Speed up your sales cycle, convert more buyers, and drive revenue growth.

Moxo is leveraged by leading businesses around the world to streamline B2B projects from account onboarding to account management.

Ombud, The Orchestrated Revenue Operations Platform. Transform your RevOps organization with Ombud's Intelligent Automation platform. Increase efficiency, scale your team, and reduce costs to hit your growth targets.

RFP Management Software ✓Streamline your response process ✓Create custom proposals ✓Manage DDQs - Book your FREE demo!!

QFlow equips every B2B company with the power of a robust GTM Finance team. In minutes.

Reduce questions, mistakes, and onboarding time with a knowledge ops solution that drives real results. Learn how it works.

StoriesOnBoard helps Business Analysts and Product Owners create and manage product specifications and requirements during a software project with the power of User Story Mapping.

Collaborative accounts receivable automation software that transforms your AR department by connecting them with customers over the cloud to drive efficiency and accelerate cash flow.

Top-rated customer success software with smart actionable intelligence to drive onboarding, adoption, retention, CX & revenue growth at scale. Get a free demo.

Ideanote is a new way to work with ideas. It's faster, more efficient, and lets you build a fully customizable idea management flow from start to finish.

In a world where user adoption drives revenue, Chameleon's software gives modern SaaS teams the most control, configuration, and customization to win with in-product UX.

Our mission is to make the world more productive. To do this, we built one app to replace them all - Tasks, Docs, Goals, and Chat.

Custify enables Customer Success teams to prevent churn, automate processes and improve onboarding through one easy-to-use interface.

edison365 is a business transformation software. From innovation management to project management, make a case for your best ideas, assess risks, and more.

Create and optimize in-app experiences that turn new users into champions. Onboard, engage, collect feedback, analyze user behavior; without coding.

AI-driven Customer Success platform to help SaaS companies predict customer health, extinguish churn, and accelerate retention and revenue.

Zoho Projects is a cloud-based project management solution that helps teams plan, track, collaborate, and achieve project goals. Try our online project management platform for free!

Totango is an agile Customer Success Software that helps you design, run, measure, and scale your SaaS customer journey to retain and grow customers. Start Free!

Leverage your B2B customer data to reduce churn and increase revenue in your accounts.

Optimize your workforce like never before. Dayshape is an AI-powered planning and scheduling platform built for professional services firms.

Strategeex est un outil digital de pilotage collaboratif permettant de gérer vos projets clés plus rapidement et efficacement ! Regroupant tous vos besoins, découvrez la puissance de la collaboration au sein de votre entreprise.

We make impossible innovation easy, with software to engage employees, stakeholders and customers and drive revolutionary business innovation.

Appcues is the most flexible way to build personalized product experiences. From user onboarding through adoption and retention. Get started for free.

Product Management software and tools that help product managers develop product strategy, manage teams, feedback, and product roadmaps.

DesignNBuy offers highly adoptive B2B & B2C web to print software solutions for printing and packaging businesses of all sizes and specialty. Our web2print is being used by many successful print brokers, wholesales printers, print reseller, real estate and marketing agencies.

Optimize your practice with our intelligent, intuitive Accounting Practice Management Software. Serving accounting firms exclusively since 1999.

Trusted by millions, Basecamp puts everything you need to get work done in one place. It’s the calm, organized way to manage projects, work with clients, and communicate company-wide.

Improve user onboarding with interactive product tours built for SaaS companies.

Our purpose is to improve how teams deliver projects and services by connecting knowledge, experience and technology.

Send NPS, CSAT & CES surveys to your clients and start gathering, analyzing, and acting on the received customer feedback.

Boost the conversion and retention rates of your web app with Product Fruits – the no-code user onboarding platform designed to be your welcoming committee.

Ambition's sales management software solutions provide robust scorecard & KPI tracking, effective gamification, actionable coaching sessions, & more.

The modern, flexible, and affordable way to invoice customers and track B2B SaaS metrics.

Get rid of churn, grow NRR, and make your Customer Success team a machine for growth with this platform made for CS, from the ground up

BigChange's all-in-one job management system helps businesses improve productivity, drive growth and transform customer satisfaction.

BigPanda enables teams to transform IT operations with full-context AIOps. Resolve issues faster, improve service availability, and maximize efficiency.

Gainsight's Customer Success and Product Experience Software empowers companies to increase revenue, decrease customer churn, and drive advocacy.

Zenhub helps your teams get more done faster with time-saving agile automations, fewer meetings, and more visibility in GitHub.

Simplify the experiences and eliminate friction in your applications and workflows with WalkMe Digital Adoption Platform (DAP) to reach your business goals faster.

Stormboard is the data-first collaborative workflow platform that turns unstructured interactions into data-rich collaborative workspaces, creating new structured and actionable data from normal human collaboration, whether in-person or across distance.

Nurture, convert, and onboard customers with a marketing automation platform built for B2B SaaS businesses.

Zingtree's platform helps you uncover and implement automation opportunities at scale by utilizing your expertise, data, apps, knowledge, and business intent.

Pendo’s product experience and digital adoption solutions help companies become product led and deliver digital experiences users love.

Jumppl is a digital workplace for Team Management, Project Management and all your Team Collaboration that helps you control and manage your business and team better.

Usetiful’s digital adoption platform improves user retention with easy-to-use product tours, smart tooltips, and onboarding checklists.

Scale your service operations for B2B customer support, IT, HR, facilities, legal, finance, and GRC with enterprise functionality -- but without the heavy lift.

Productboard is a suite of product management software tools that helps product managers understand customer needs, prioritize features & rally everyone around the roadmap. Free 15-day trial.

Deliver digital first customer success with ChurnZero software that helps businesses improve the customer experience and drive revenue.

Save time and money with the #1 network solution for automating AP processes. Remove paper, go digital and benefit from AI tools

Train Anyone. Anytime. Anywhere. Easily build, share, and scale your company’s best plays. Ready to grow your business with PlaybookBuilder?

Apty's software monitoring & in-app guidance increase employee digital adoption & application ROI for valuable software onboarding, change management & transformations.

Skipso offers Innovation and idea management software solutions enabling enterprises to manage the full lifecycle of their innovation initiatives

Accelerate business growth through the automated appointment scheduling of in-person, and virtual B2B meetings at events or campaigns.

Create software training guides in minutes and enable employees to learn your software while they use it.

BigTime’s PSA software enables professional services organizations with the visibility needed to operate more efficiently and maximize profits.

BigTime’s PSA software enables professional services organizations with the visibility needed to operate more efficiently and maximize profits.

Accelo empowers professional service teams with leading PSA software. Manage projects from quote to cash, unlocking profitability insights for your business.

Work anytime, anywhere with Asana. Keep remote and distributed teams, and your entire organization, focused on their goals, projects, and tasks with Asana.

CrowdPower is a simple automation platform that can onboard new users, reduce churn, keep your customers informed, and so much more.

Chisel is the premiere agile product management software that brings together roadmapping, team alignment, and customer connection.

Userpilot helps product teams deliver personalized in-app experiences to increase growth metrics at every stage of the user journey.

Pillar Science provides software tools designed to facilitate your research management. We help you and your team focus on your research.

The only onboarding platform with native fraud prevention and automated credit risk assessment from a portfolio of credit risk insights.

Trainn is the leading Customer Education Platform for SaaS businesses to accelerate product adoption, onboarding, and customer retention. It enables SMBs to deliver consistent customer education and training programs at scale.

Project management software for SMB that enables your teams to collaborate, plan, analyze and deliver projects with success. Get started for free – plans start at $3 per month.

We build Customer Success Software that empowers organizations to acquire, service, and grow lifelong customers. Planhat is the #1 Customer Success Platform.

Duro delivers a collaborative and easy-to-use cloud-native PLM platform giving everyone involved in hardware development a single source of truth for all product data.

Whatfix's interactive digital adoption platform and analytics enable employees with contextual user experiences, step-by-step guidance, self-help user support, and user behavior analytics to drive digital adoption for desktop, mobile, and web applications.

Looking to upgrade for your PSA project management software capabilities? Find out how TopLeft can be integrated to Datto Autotask and Connectwise PSA to boost your MSP operations.

StrategyWorks is the industry leading strategy execution & acceleration software designed to help you to achieve your objectives.

Increase B2B sales performance with your AI Coach Ask Willy. Decode customer behavior for tailored meeting strategies. Boost authenticity for peak performance.

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