---
title: "Whatfix Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about Whatfix Software - reviews, pricing plans, popular comparisons to other Digital Adoption Platform products and more."
source_url: "https://www.capterra.com/p/143008/Whatfix/"
page_type: "product"
language: "en"
publication_date: "2026-10-19"
---

# 

 Whatfix Software Review 2026: Features, Integrations, Pros & Cons

Last updated on October 19, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

Whatfix

## What is Whatfix?

Whatfix is the most trusted Digital Adoption Platform globally, helping Enterprises and Fortune 500 companies drive software adoption, reduce time to launch, increase employee productivity, and see a positive software ROI. With Whatfix, one of the top Enterprises in the US was able to save $950,000 by creating customized end-user training 40% faster than developing the content in-house! We are rated 4.8 by Gartner Peer Insights. If you are looking for a digital transformation, reach out to us!

## What is Whatfix used for?

[Training](https://www.capterra.com/training-software/)[Digital Adoption Platform](https://www.capterra.com/digital-adoption-platform-software/)[Onboarding](https://www.capterra.com/onboarding-software/)

Overall rating

Based on 77 user reviews

Reviews sentiment

Positive

100%

Neutral

0%

Negative

0%

Starting price

Free trial  
not available

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

## Whatfix alternatives

Highest Rated

[4.7 (2,934)](https://www.capterra.com/p/158456/JotForm-4-0/reviews/)

Starting price

$39.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

[4.3 (7,010)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

Starting price

$14.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

85%

of reviewers

rated it above 4 stars

[4.7 (1,788)](https://www.capterra.com/p/102188/LiveAgent/reviews/)

Starting price

$15.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

[4.4 (4,116)](https://www.capterra.com/p/164283/Zendesk/reviews/)

Starting price

$115.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

89%

of reviewers

rated it above 4 stars

[View all alternatives](https://www.capterra.com/p/143008/Whatfix/alternatives/)

## FAQs about Whatfix

Overview

### Which roles and teams benefit most from Whatfix?

Whatfix is most used by product managers, business analysts, and consultants who create in-app guidance for software adoption and process changes. Operations and project leaders use it to standardize workflows and support rollouts, while onboarding, learning, customer success, and IT teams build training materials, user walkthroughs, and self-service support.

Answer based on 72 reviews

Overview

### What company size and industries is Whatfix built for?

Whatfix is built for large and medium enterprises, while 61% of reviewers are small businesses and 18% work in Information Technology and Services. Its enterprise focus centers on digital transformation, change management, user onboarding, training reduction, and support-query reduction. Reviewer representation also includes Internet at 14% and Computer Software at 8%.

Answer based on 77 reviews

Features and Usability

### What are the key features of Whatfix?

Whatfix includes core digital adoption features for user onboarding: interactive user flows, guided walkthroughs, task lists, self-help widgets, and contextual pop-ups. It also provides content creation and multi-format publishing, audience targeting, Salesforce and other third-party integrations, plus usage analytics and feedback tools to track adoption and identify where users drop off.

Answer based on 50 reviews

Overview

### How well does Whatfix support customer and employee onboarding?

Whatfix supports effective customer and employee onboarding through guided walkthroughs, task lists, overlays, and self-help content. Software vendors and Salesforce implementation teams use it to teach workflows inside web applications and reduce early support needs. Setup is generally straightforward, although organizing large onboarding libraries can benefit from stronger content structure.

Answer based on 13 reviews

Integrations

### Which third-party tools and platforms does Whatfix integrate with?

Whatfix integrates with over 20 third-party tools, including Salesforce Sales Cloud, ServiceNow, Jira, Confluence, Microsoft Entra ID, Okta, Google Sheets, and SAP SuccessFactors HCM. Its catalog spans CRM, IT service management, identity management, collaboration, spreadsheets, and human capital management platforms.

Answer based on 10 reviews

Getting Started and Support

### What training and onboarding options does Whatfix offer?

Whatfix provides live online sessions, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided instruction, while documentation offers written reference material and videos provide visual walkthroughs for learning features and setup steps.

Answer based on 9 reviews

Getting Started and Support

### What customer support options does Whatfix offer, and how do users rate the experience?

Whatfix offers email/help desk, FAQ/forum, knowledge base, phone support, and chat. Users generally describe support as responsive, helpful, and accessible, particularly during setup, integrations, and customization. Some report scheduling difficulties across time zones, occasional delayed meetings, and challenges getting technical configurations working without assistance.

Answer based on 51 reviews

Features and Usability

### How easy is Whatfix to use for creating in-app guidance?

Whatfix makes creating in-app guidance accessible for teams without development support, with intuitive tools for flows, alerts, and popups. SaaS teams especially value quick setup and responsive implementation help. However, content organization, versioning, and complex integrations can require extra planning, while some configurations remain cumbersome.

Answer based on 22 reviews

Features and Usability

### How well does Whatfix handle in-app user flows?

Whatfix lets teams build targeted, in-app user flows for training, self-service, and task completion without deep technical skills. Administrators value segmentation, analytics, translations, and responsive support when configuring guidance. Some users find the dashboard crowded, need coding help for certain behaviors, or report that flows restart when users deviate from prescribed steps.

Answer based on 12 reviews

## Features

AI summary

Based on 204 Digital Adoption Platform reviews

Capterra reviewers highlight these as the features buyers value most when choosing a Digital Adoption Platform:

-   **Self Service Portal** (**64%** of reviewers rated this feature as critical)
-   **Customer Experience Management** (**83%**)
-   **Contextual Guidance** (**66%**)

Whatfix supports **Self Service Portal** and **Contextual Guidance**, giving teams a way to offer on-demand help and guide users through workflows directly inside the application. However, it does not include **Customer Experience Management**. Instead, it offers other highly rated capabilities, including **Content Creation** (**56%**) and **Engagement Tracking** (**67%**), which help businesses build in-app resources and monitor how users interact with guidance, allowing teams to improve adoption and user support over time.

Self Service Portal

4.5 (2)

50.00% of 2 reviewers that rated this feature as important or highly important

Online portal through which end users can access the system, manage tasks, or obtain information

Contextual Guidance

5.0 (6)

83.33% of 6 reviewers that rated this feature as important or highly important

Interprets what a user is doing based on context and helps guide them through the process.

Content Creation

4.9 (7)

85.71% of 7 reviewers that rated this feature as important or highly important

The ability to create unique content

User Onboarding

4.8 (8)

62.50% of 8 reviewers that rated this feature as important or highly important

Guide new users to understand and become proficient in using a product or service

Audience Targeting

4.6 (5)

40.00% of 5 reviewers that rated this feature as important or highly important

Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention

Course Management

4.8 (5)

40.00% of 5 reviewers that rated this feature as important or highly important

Create, organize, and assign courses to users

Whatfix 88 features

### All Features
- Academic/Education: Software specialized for schools (K-12 & Post-Secondary)
- Access Controls/Permissions: Define levels of authorization for access to specific files or systems
- Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
- Activity Tracking: Track and document all activities across devices, networks, and other systems
- Alerts/Escalation: System alerts about the need to escalate an issue or request
- Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
- API: Application programming interface that allows for integration with other systems/databases
- Approval Workflow: Route documents and other data through one or more stakeholders for review and approval
- Asynchronous Learning: Supports flexible learning at different times (i.e., learners can access course materials at their own pace)
- Audience Targeting: Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention
- Behavior Tracking: Track visitors'/audience's responses across web pages and other optimized content
- Built-in Course Authoring: Tools that allow users to create and publish courses and course material/content
- Change Management: Track and monitor efficient handling of all changes/transitions
- Change Planning: Planning training and tasks to facilitate the transition to new technology, process, or workflow.
- Cohort Analysis: Analytics that breaks the data in a data set into related groups/categories.
- Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together
- Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat
- Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier
- Content Creation: The ability to create unique content
- Content Library: Centralized repository to store content and assets
- Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
- Content Publishing Options: Facilitates online authoring and publishing of the content
- Contextual Guidance: Interprets what a user is doing based on context and helps guide them through the process.
- Conversion Tracking: Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads
- Corporate/Business: Software specialized for corporate use
- Course Management: Create, organize, and assign courses to users
- CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
- Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc.
- Customer Journey Mapping: Visualize and analyze customer experience across all touchpoints and channels
- Customer Segmentation: Process of dividing customers into groups based on common characteristics
- Customizable Reports: Alter the layout and content of reports
- Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
- Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics
- Data Import/Export: Import and export data to and from software applications
- Data Quality Control: Establish guidelines about how much and what kind of data can be stored in the repository
- Data Visualization: Graphical representation of data
- Document Management: Store, manage, and track all electronic documents in a centralized location
- Electronic Forms: Digital forms that are shared and accessed online
- Employee Handbook: Create and share a new employee handbook with helpful information
- Employee Onboarding: Process of familiarizing new employees with the company, their position, and responsibilities
- Engagement Tracking: Tracks metrics that provide insight into how a user interacts with any interface or product
- Event Triggered Actions: Predefined actions automatically performed on the occurance of specific events
- Feedback Management: Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
- Funnel Analysis: Method of analysis that visualizes the series of events that lead towards a defined goal.
- Gamification: Games or game-like elements to track progress and reward accomplishments
- Interactive Content: Allow the audience to interact or engage with the content
- Interactive Reports: Edit and personalize data view as needed
- Knowledge Base Management: Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support
- Knowledge Management: Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills
- Learning Management: Organize and track educational activities
- Learning Paths/Tracks: Designing course materials to be completed in a sequential order for personalized learning purposes
- Machine Learning: Enable businesses to implement machine learning algorithms on business data such as sales and revenue
- Mobile Learning: Access for students to complete learning materials on mobile platforms
- Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user
- Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
- Multi-Channel Data Collection: Collect information from multiple sources
- Multi-Language: Manage and support multiple languages
- Negative Feedback Management: Identify, track, and respond to negative feedback
- Onboarding: Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service
- Orientation Workflow Management: Create orientation programs for new employees or students
- Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
- Personalization: Adjust communications based on previous interactions or personal preferences
- Product Data Management: Capture, organize and track product-specific data and information in a centralized location
- Progress Tracking: Reporting on how each user, task or process has advanced since its initiation
- Real-Time Analytics: Analyze and gain insights into data in real-time
- Real-Time Data: Receive data and information in real time
- Real-Time Monitoring: Active monitoring of systems, applications, or networks
- Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs
- Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
- Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data
- SCORM Compliance: Adherence to the standards outlined in the SCORM (Sharable Content Object Reference Model) framework
- Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information
- Self-paced Learning: Identifying your own learning needs, setting goals, finding the necessary resources, and evaluating your own knowledge
- Support Ticket Management: Allow customers/users to submit support queries and service requests
- Support Ticket Tracking: Track the status of support tickets/escalations as they move through the service queue
- Survey/Poll Management: Create and administer polls and surveys
- Surveys & Feedback: Gauge satisfaction and receive information for improvement and success
- Synchronous Learning: Real-time, interactive learning experiences where participants engage in learning activities simultaneously
- Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes
- Task Management: Create, manage and track all task activities and progression
- Tests/Assessments: Create tools to measure student retention of learning material and lessons
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes
- Training Management: Track employee/learner's progression through training programs
- Usage Tracking/Analytics: Track and interpret metrics on the usage of company resources
- User Onboarding: Guide new users to understand and become proficient in using a product or service
- Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data
- Widgets: An extended application or connector that enables users to perform additional services with their current set of tools
- Workflow Management: Create, design and manage workflows for repetitive tasks

---

Get Advice

We can help you find the software with the features you need.

Features

4.6 (63)

4.6

Based on 63 reviews

## Pricing

Value for money

4.6 (61)

DAP Standard

Pricing not available

It includes:

-   In-App Guidance
-   Smart Context
-   Adoption Everywhere
-   Content Agregation
-   Out-Of-the-Box Surveys
-   Content Lifecycle Management
-   Guidance Analytics
-   Manual Language Translation
-   Audit Logs
-   Data Residency
-   Limited Integrations
-   SSO
-   Cloud & Self-hosted Deployment Options
-   24/5 Customer Support
-   Named Customer Success Manager
-   Content Author Training

DAP Premium

Pricing not available

It includes:

-   Custom Surveys
-   Auto Language Translation
-   Auto Testing
-   Integrations
-   Offline Mode
-   Virtual Desktop Support

DAP Enterprise

Custom Quote Available

Product Analytics Standard

Pricing not available

It includes:

-   25 Tag User Actions
-   Auto Tracking
-   Custom Dashboard
-   Funnel Insights
-   Trend Insights
-   User Journey Insights
-   User Properties
-   Event Properties
-   Cohorts
-   24/5 Customer Support
-   Named Customer Success Manager
-   Content Author Training

Product Analytics Premium

Pricing not available

It includes:

-   Unlimited Tag User Actions

Product Analytics Enterprise

Custom Quote Available

Value for money

4.6 (61)

4.6

Based on 61 reviews

## Integrations

[

Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[

Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[

Jira](https://www.capterra.com/p/19319/JIRA/)[

SurveyMonkey](https://www.capterra.com/p/253516/SurveyMonkey/)[

Zendesk Suite](https://www.capterra.com/p/164283/Zendesk/)[

Confluence](https://www.capterra.com/p/136446/Confluence/)[

Freshdesk](https://www.capterra.com/p/124981/Freshdesk/)[

Moodle](https://www.capterra.com/p/80691/Moodle/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.9 (76)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.9 (76)

4.9

Based on 76 reviews

## User reviews

Overall rating

4.6

Based on 77 reviews

Filter by rating

Counts reflect reviews available in this feed.

5(49)

4(28)

3(0)

2(0)

1(0)

Mentioned topic

Recent reviews first, then most helpful

Mohit J.

Co-Founder

Used the software for: Less than 1 year

### "Reduced our support costs by 40%"

5.0

September 10, 2015

We implemented whatfix inside web dashboard of Cuztomise used by top management of large FMCG, Healthcare and Services companies mostly in India and Europe. Cuztomise platform is a complete DIY platform which enables companies to swiftly make changes to workflow. We use to get a lot of calls from users in our support center asking help on making various modifications on platform. Even after having a complete FAQ and user manual, still users felt comfortable doing changes while on line with our support staff. We quickly realised that its very crucial for us to provide hand holding for our customers. Then we decided to try Whatfix . Whatfix not only allowed us to provide user handholding but instantly helped us generate lot of guides which can literally be created by anyone quickly. We have experienced 40% reduction in calls which means lot of savings on our support costs.

Pros

\- Easy to use, quickly create guides in various languages - Easily convert guides to PDF, videos in few clicks - Very easy to integrate

Cons

\- Not exactly a con, but i would like it to be available for mobile also.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

RE

Reviewer

Federal Sales Executive

Used the software for: Less than 1 year

### "Whatfix has saved me, my company and my clients countless hours of frustration by providing easily accessible support"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

December 19, 2017

Pros

We are a software as a service company that uses Whatfix to educate our clients on how our system works. This product is great in many ways but my favorite part is the Whatfix support. My main support member, she has been assisting me since the very beginning and makes herself available almost right away if I need something today. We are a very busy company with little time to mess around implementing new processes or programs, with her help it has been incredibly easy. The support is so great that I have shown interested clients (in real time) how fast she responds via the built in messaging system... without her knowing :) - Of course she responded in less than a minute (typical). I could go on and on about our satisfaction with the level of professionalism and support this company provides. Some other things that we appreciate about Whatfix- \* Very easy to use - building new flows, alerts, popups... very user friendly \* Price is very low compared to competitors while having the same or more features (We reviewed the competitors and did demos for several months before making a decision) \* The content created using whatfix saves hours of communication explaining our software \* Content is automatically created in multiple format (pdf, powerpoint, etc) and can be exported or linked to \* Content is automatically updated across all formats when changes are made \* Whatfix is regularly creating new features for use and provides guidance on how to implement \* Setup is quick and easy \* The built in messaging system for support makes it easy to contact your success manager \* SUPPORT SUPPORT SUPPORT - I cant say it enough. If we ever run into a question, it is answered right away. No waiting days or weeks for an answer or fix... it is just solved right away. This is what Whatfix provides as standard support - absolutely amazing! We have had several of our clients (users of the flows) interested in using Whatfix for use on their websites and internal software.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

RE

Reviewer

Director of Training & Development

Used the software for: 1-3 years

### "An extra layer of our software"

4.0

Overall Rating

4.0

4.0

Ease of Use

3.0

3.0

Features

3.0

3.0

Customer Service

4.0

4.0

Likelihood to Recommend

7/10

October 8, 2020

We have rewritten our entire onboarding process for new clients using WhatFix as an overlay. When clients see a WhatFix element on our site they think that it is part of our program.

Pros

WhatFix makes it easy to add functionality to our software offering without the need for Development to get involved.

Cons

The organization of content can be a bit frustrating but once you get the hang of it, it makes sense.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

RE

Reviewer

Customer Support Manager

Used the software for: Less than 1 year

### "Whatfix is Great!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

February 26, 2019

We were having an issue fully onboarding users with our old help center. Whatfix's task list and guided walkthroughs have been instrumental in helping us more easily get users up to speed and accelerate their time to value with our product. Also, we have seen a decrease in support tickets and phone calls since the Whatfix implementation. And, although it's pretty early to say for sure, those users who have come on board after our Whatfix implementation have seemed much less likely to churn so far.

Pros

I actually enjoy making the walkthroughs with the Whatfix software, but perhaps the best thing about the software is the customer support staff, which is always at the ready to help with everything from the initial set up to maintenance. Rep, my support specialist, is always ready to answer via email or jump on a call to address any issue. Thanks, Rep!

Cons

While I really do have to stretch to come up with anything I don't like about Whatfix, some of the analytics functionality could be more fully fleshed out to allow me to more easily hunt down issues. But, again, that's a stretch, as Rep has been there every step of the way to make sure I am aware of how Whatfix and our app are getting along.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Ben C.

Director Sales Operations

Used the software for: Less than 1 year

### "WhatFix is hands down the best Field Enablement tool!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

August 30, 2018

Pros

Whatfix is definitely the simplest when it comes to creation and deployment of interactive walkthroughs. We got the solution to train and support our sales reps on Salesforce and it has been working like a breeze for us. The best part is its multi-formats that are instantly created along with the walkthroughs. I've previously tried out WalkMe for the walkthroughs, but I must say that Whatfix is unquestionably a better alternative. Better Product and Better Support. Shout out to WhatFix team for their awesome help and support!

Cons

None - WhatFix is an extremely flexible tool. It can be applied onto any web-based application and there are many ways to deploy easily.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

RE

Reviewer

Senior Business Analyst

Used the software for: Less than 1 year

### "Simple but powerful, with outstanding support"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

August 28, 2017

Continuing to develop features with ecommerce platforms in mind will the really beneficial for ours and I'm sure other organizations.

Pros

The tool itself is excellent - it gives us the means to easily, effectively, and unobtrusively communicate to our users - but the excellent support from Whatfix in helping us make the most of the tool is unparalleled. They take the time to work with us on our own implementation, rather than some boiler-plate customer care that you've seen from other organizations.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

RE

Reviewer

Developer

Used the software for: Less than 1 year

### "Whatfix works well for us"

5.0

May 13, 2016

Gen25 is a Salesforce partner. We build custom Salesforce environments for our clients. One of our clients needed a tool to train new employees in using Salesforce. After a review of several onboarding tools we suggested to use WhatFix. Right now we are implementing WhatFix in a Sandbox Salesforce Environment, building flows, segmenting flows for different user groups, etc. So far WhatFix has lived up to our expectations. It's easy to use and feedback is great.

Pros

\- Whatfix is intuitive: You don't need a computer science background to build flows; - Customer support responds almost instantly to questions; - Free online training sessions are included; - Integration with Salesforce works well; - Segmentation of flows to different user groups works well;

Cons

Flows can be turned into Youtube videos. WhatFix told us that they are working on a feature to add voice notes to these videos.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

RE

Reviewer

CEO, Co-founder

Used the software for: 1-3 years

### "WhatFix help guides - enhancing "self-service""

5.0

December 22, 2015

Whatfix, helped to create interactive guides & ease "Self-Service" on-boarding experience for InstaSafe Secure access. Its intuitive interfaces have assisted speedy customer support resolution & simplified navigation.

Pros

\- Intuitive interface - awesome support - Super easy & quick integration

Cons

\- Looking forward to their analytics features.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Swati M.

Information Developer

Used the software for: 1-3 years

### "One of the easiest and most intuitive UI "

5.0

January 28, 2016

I have found the product interface very intuitive and easy to use. Also, the support we required to make the product compatible with ours was amazing. Our issues were resolved in no time and RFCs were also delivered promptly.

Pros

Intuitive interface Competitive cost Free trials

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

RE

Reviewer

Product Manager

Used the software for: Less than 1 year

### "Great tool and better support"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

October 5, 2017

Pros

I love that I can continuously grow the help library we have for our customers simply without needing the help of my developers. No matter what new thing we release, I know people will understand how to use it now with Whatfix.

Cons

Setting up analytics is a little difficult and an added step to check. It would be awesome if it were all on my dashboard when I log in.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/143008/Whatfix/reviews/)

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