Whatfix Review - Features, Pricing & Deals

Whatfix is a digital adoption platform that helps organizations make the most of their software applications. It guides users through complex software with interactive walkthroughs, tips, and real-time support, all without leaving the application they're using.

The platform specializes in user onboarding, training, and ongoing support. It offers step-by-step guides, contextual hints, and task lists that adapt to different user roles. Companies can create custom training paths and connect their existing knowledge bases to provide comprehensive support resources.

Organizations can track user progress and engagement through built-in analytics tools. These insights help identify where users struggle and how to improve training materials. The platform works with many common business applications, including Salesforce, SAP, and Microsoft Power BI.

While Whatfix doesn't publish standard pricing, they offer both a free trial and a basic free plan. Paid plans are customized based on specific business needs, with typical starting costs ranging from $1,200 to $2,000 per month. The platform maintains high security standards with ISO 27001:2013 and SOC 2 certifications.

• Interactive Guidance: Step-by-step digital flows that help users navigate complex software applications with real-time, contextual smart tips and task lists.
• Onboarding and Training: Customizable role-based tours that provide personalized training experiences and continuous learning support across different user roles.
• Performance Support: In-app help centers connected to knowledge repositories that offer self-service guidance and analytics to improve user support documentation.
• Analytics and Insights: Data-driven reports that track user behavior, software adoption rates, and training effectiveness to optimize digital strategies.
• Automation and Integration: Seamless software integrations that automate repetitive tasks and enhance workflow efficiency across multiple platforms.
• Content Management: Flexible content templates and segmentation tools that enable easy creation, organization, and distribution of user guidance materials.
• Feedback and Surveys: Built-in survey mechanisms that collect user insights and enable direct feedback to improve software implementation and training.

• Free Plan: Basic features available for organizations exploring digital adoption solutions.
• Custom Pricing: Requires direct contact with Whatfix sales team for personalized quote based on organizational needs.
• Estimated Monthly Range: Approximately $1,200 to $2,000 per month, though not officially confirmed by Whatfix.
• Enterprise Pricing: Tailored solutions with flexible pricing for Fortune 1000 companies, including comprehensive digital adoption platform features.

Whatfix's free plan offers basic digital adoption features for smaller teams or simple needs. Paid plans include more advanced options like custom branding, deeper analytics, multiple language support, and enterprise-level security. You'll also get dedicated customer support with paid plans, while free users rely on self-service resources. The exact features in each tier aren't publicly listed since they customize packages based on company size and needs.

Most companies can get Whatfix up and running within 2-4 weeks. The timeline depends on how many applications you're adding it to and how complex your guides need to be. Simple implementations with pre-built templates can be ready in days, while enterprise-wide rollouts across multiple software platforms might take 1-2 months. Their team provides implementation support to speed things up.

You don't need coding skills to create basic flows and guides in Whatfix. Their editor uses a point-and-click interface that's pretty straightforward. That said, for more advanced customizations, knowing some CSS or JavaScript will help. Most companies have non-technical team members create their content after a short training session. The learning curve isn't steep for making standard walkthroughs.

Whatfix works with both web applications and desktop software. For web apps, implementation is simpler since it uses browser extensions. For desktop applications, you'll need to use their Desktop App Agent, which supports Windows programs. They've expanded their desktop support in recent years, but some legacy applications might have compatibility issues. It's best to check with their team about your specific desktop software.

Whatfix is often considered more user-friendly and faster to implement than WalkMe, with competitive pricing. While WalkMe has been around longer and offers more features, Whatfix focuses on ease of use and quicker time-to-value. Pendo is another competitor that's stronger in product analytics but less robust in guidance. Apty specializes in enterprise applications like SAP. Whatfix stands out for its balance of powerful features and usability, though it may not have as many integrations as some competitors.