# Whatfix Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Whatfix Software - reviews, pricing plans, popular comparisons to other Digital Adoption Platform products and more.

Source: https://www.capterra.com/p/143008/Whatfix

---

# 

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

Last updated on March 13, 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)[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  
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

[4.8 (504)](https://www.capterra.com/p/175749/Trainual/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

[4.6 (5,044)](https://www.capterra.com/p/153140/Connecteam/reviews/)

Starting price

$29.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

[4.7 (482)](https://www.capterra.com/p/230567/360Learning/reviews/)

Starting price

$8.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

[4.7 (594)](https://www.capterra.com/p/132935/TalentLMS/reviews/)

Starting price

$149.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

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

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

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

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

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.

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

Reporting/Analytics

4.2 (5)

60.00% of 5 reviewers that rated this feature as important or highly important

View and track pertinent metrics to find patterns and gain insights from data

Whatfix 88 features

Software specialized for schools (K-12 & Post-Secondary)

Define levels of authorization for access to specific files or systems

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

System alerts about the need to escalate an issue or request

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Route documents and other data through one or more stakeholders for review and approval

Supports flexible learning at different times (i.e., learners can access course materials at their own pace)

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

Track visitors'/audience's responses across web pages and other optimized content

Tools that allow users to create and publish courses and course material/content

Track and monitor efficient handling of all changes/transitions

Planning training and tasks to facilitate the transition to new technology, process, or workflow.

Analytics that breaks the data in a data set into related groups/categories.

Provides a channel for team members to share media files, communicate, and work together

Manage and track all internal and external communication conducted via calls, email, text, or chat

Track and manage adherence to policies for any service, product, process, or supplier

The ability to create unique content

Centralized repository to store content and assets

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Facilitates online authoring and publishing of the content

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

Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads

Software specialized for corporate use

Create, organize, and assign courses to users

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

A collection of customer information such as contact details, demographics, previous interactions, etc.

Visualize and analyze customer experience across all touchpoints and channels

Process of dividing customers into groups based on common characteristics

Alter the layout and content of reports

Pre-designed layouts that can be customized to match preferences and requirements

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Import and export data to and from software applications

Establish guidelines about how much and what kind of data can be stored in the repository

Graphical representation of data

Store, manage, and track all electronic documents in a centralized location

Digital forms that are shared and accessed online

Create and share a new employee handbook with helpful information

Process of familiarizing new employees with the company, their position, and responsibilities

Tracks metrics that provide insight into how a user interacts with any interface or product

Predefined actions automatically performed on the occurance of specific events

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Method of analysis that visualizes the series of events that lead towards a defined goal.

Games or game-like elements to track progress and reward accomplishments

Allow the audience to interact or engage with the content

Edit and personalize data view as needed

Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support

Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills

Organize and track educational activities

Designing course materials to be completed in a sequential order for personalized learning purposes

Enable businesses to implement machine learning algorithms on business data such as sales and revenue

Access for students to complete learning materials on mobile platforms

Observe and track the demand, usage, progress or quality of a system, product, or user

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Collect information from multiple sources

Manage and support multiple languages

Identify, track, and respond to negative feedback

Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service

Create orientation programs for new employees or students

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Adjust communications based on previous interactions or personal preferences

Capture, organize and track product-specific data and information in a centralized location

Reporting on how each user, task or process has advanced since its initiation

Analyze and gain insights into data in real-time

Receive data and information in real time

Active monitoring of systems, applications, or networks

Notifications that are delivered to users as soon as an event occurs

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

View and track pertinent metrics to find patterns and gain insights from data

Adherence to the standards outlined in the SCORM (Sharable Content Object Reference Model) framework

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

Identifying your own learning needs, setting goals, finding the necessary resources, and evaluating your own knowledge

Allow customers/users to submit support queries and service requests

Track the status of support tickets/escalations as they move through the service queue

Create and administer polls and surveys

Gauge satisfaction and receive information for improvement and success

Real-time, interactive learning experiences where participants engage in learning activities simultaneously

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Create, manage and track all task activities and progression

Create tools to measure student retention of learning material and lessons

Set up connections to third-party platforms to improve business processes

Track employee/learner's progression through training programs

Track and interpret metrics on the usage of company resources

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

Interact with data visualization elements, such as charts and graphs, to drill down into data

An extended application or connector that enables users to perform additional services with their current set of tools

Create, design and manage workflows for repetitive tasks

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Features

4.6 (63)

4.6

Based on 63 reviews

## Pricing

Value for money

4.6 (61)

### Starting price

Free trial  
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/)[

Google Sheets](https://www.capterra.com/p/169718/Google-Sheets/)[

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/)

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

5(49)

4(28)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

AC

Adam C.

Director Of Training

Hospitality

### "Empowering Training Initiatives with Flexible Deployment from WhatFix"

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 6, 2024

WhatFix has been an excellent partner in supporting our initiatives. Their tools and services have not only met our needs but have also enhanced the experience for our customers. The positive feedback we’ve received shows how effective and user-friendly their solutions are!

Pros

My favorite aspect of WhatFix is how intuitive and user-friendly the whole platform is. From the front end to the back end, WhatFix makes sure that I can easily develop and deliver training material to our users while providing users a enhanced experience while on our platform.

Cons

I honestly can't think of anything bad to say about WhatFix!

Alternatives considered

[Docebo](https://www.capterra.com/p/127213/Docebo/)

Reasons for choosing Whatfix

While it was for a different use, we considered adding Docebo to the training delivery but found that WhatFix was more than enough.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

SS

Sandhya S.

Technical Administrator

Chemicals

### "A great tool for digital adoption in applications"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

November 29, 2023

Amazing team of individuals who are always ready to support and know their platform well.

Pros

Great UI and contents are easy to configure. Product team and support team is very proactive

Cons

None. Everything works as expected and I hope the spirit remains as-is.

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.

Francois Pascal N.

Service provider

Internet

### "Whatfix is the business management software par excellence"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

7/10

July 25, 2023

Pros

This tool is essential for our company to integrate, train and support remote and in-office employees on enterprise software applications to drive adoption, reduce training and support costs, and improve productivity on a massive scale.

Cons

The free trial version is limited in both functionality and duration.

Switched from

[Userlane](https://www.capterra.com/p/157465/Userlane/)

[Pendo](https://www.capterra.com/p/151951/Pendo-Platform/)

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.

Response from Vendor

July 29, 2023

Francois, thank you for taking time out of your schedule to leave us a review. We're happy to hear Whatfix has become an essential part of your software adoption success. It's great to hear you are seeing a reduction in training and support costs and improved productivity. Your success is important to us, and your partnership is appreciated. Your Whatfix Team

DM

Dawn M.

IT Learning Manager

Banking

### "Whatfix Works!"

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

June 22, 2023

We are very pleased with the DAP and the service at Whatfix. We have been using it over a year and a half and it has done and continues to do everything they promised it would do. The integration of this tool was very quiet, meaning, we implemented it and only received positive feedback. There was no scrambling to get it aligned or working correctly, nor did we have any negative comments about how it was interacting with our system, or irritation about seeing something new! It is pretty common to implement a tool and get some amount of negative response or technical issues at launch. We launched it...and it just worked! We receive positive feedback frequently and the word is getting out across the company. We now have enough positive awareness about Whatfix that other department leads are requesting that we "Whatfix" their tools. We have now increased our investment enterprise wide and look forward to the benefits across more of our platforms.

Pros

Whatfix has so many useful features. Some of the smallest but have large impacts are the Beacons and the popups. These functions allow us to communicate changes within our processes and products almost instantly. Previously, communicating rapid or sudden changes would take time, and during that time, customers and employees are either waiting to be able to deliver the appropriate information or service, or they have incorrect information. this creates tickets and complaints. Being able to deliver information as rapidly as we can using Whatfix has reduced the time gap exponentially! The guided walk-throughs are also incredible. Realistically, what should you expect a newly hired employee to remember right after class. With so many policies, processes, and procedures, the expectation to "just know it" is unfair. Whatfix takes the stress off of the employee to instantly master something. Whatfix helps create an environment of trust, comfort, and confidence because the tools are "at the ready"! The DAP is amazing and intuitive.The other pro to Whatfix is their service. In my personal and professional life, Whatfix is #1 in client support and customer care. I just don't experience this level of service from anyone else! Friendly, efficient, and focused on our success!

Cons

I just can't think of any cons at this time!

Reasons for choosing Whatfix

Price comparison was undeniable, and the service made it even easier to decide!

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.

Response from Vendor

July 28, 2023

Hi Dawn, Thank you for the review. We appreciate you taking the time to share your candid feedback. We're glad your team loved the various Whatfix features, and that you had a pleasant onboarding and implementation experience. It's something we've worked hard on, so it's great to hear the positive feedback. Thanks again for taking the time to leave us a review! Best, Your Whatfix Team

KS

Kirsten S.

Instructional Designer

Banking

### "Whatfix is the solution we didn't know we needed until we found it!"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

June 21, 2023

Overall, we love Whatfix! Others in the company have started reaching out to ask us to create content. We like to say, "We can Whatfix that!" No other tool we use can provide the in-app help our users need to succeed while they're working.

Pros

In general, Whatfix is easy to use. The widgets offer many possibilities to help users do their jobs more efficiently and with less stress. Pricing was straight-forward without all the add-ons competitors would charge. Most importantly, Whatfix's team members are kind, helpful, hardworking, and innovative! They are always upgrading and improving the tool. They find solutions to problems which would otherwise stress us out! We have never had such a positive vendor relationship!

Cons

Although creating content is easy, it's not always as easy to make it work and appear correctly. (Thank goodness for the excellent Whatfix support team, though!) I just wish it was easier to do everything myself. Also, being a bank with stringent security, we struggle with being able to grant system access to the Whatfix team to help us set up new systems and create content. This is not a "con" against Whatfix per sae; it is just a fact that we must work around.

Alternatives considered

[WalkMe](https://www.capterra.com/p/131194/WalkMe/)

Reasons for choosing Whatfix

Overall price, no sneaky "extra" costs, low-pressure sales, confidence of team members.

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.

Response from Vendor

July 30, 2023

We greatly appreciate your feedback on the pros of using Whatfix. It's wonderful to know that our digital adoption platform's ease of use and versatile widgets have contributed to a smoother workflow for your users. Moreover, we greatly appreciate your kind words about our team members. Being helpful, hardworking, and innovative is at the core of our values, and we are committed to continuously improving our tool to meet your needs. We understand that content creation may have its challenges at times, but we're delighted that our support team has been there to assist you and ensure your success with Whatfix. Rest assured that we are always working to improve the platform to make it even more user-friendly and intuitive. Once again, thank you for your glowing review and your trust in Whatfix. We are thrilled to have you as a valued customer and look forward to continuing to support you and your team on your journey to even greater success with Whatfix. Your Whatfix Team

AU

Anonymous User

Online Community Manager

Non-Profit Organization Management

### "Whatfix for your online community onboarding "

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

June 5, 2023

The support is great. Their teams are largely based in India so that can be a challenge with their internet connections. Also timing for US timezones and holding meetings can be difficult. They are very nimble and receptive to feedback.

Pros

Usage of page tagging so that as you experiment and move things around the page that you do not need to reconfigure things. You can create video flows and also create translations without having someone on staff.Support was great!

Cons

Some of the pop-ups were challenging to configure using their own templates. Sometimes meetings would get delayed.

Alternatives considered

[Appcues](https://www.capterra.com/p/139216/Appcues/)

[WalkMe](https://www.capterra.com/p/131194/WalkMe/)

[Toonimo](https://www.capterra.com/p/144699/Toonimo/)

[Userlane](https://www.capterra.com/p/157465/Userlane/)

Reasons for choosing Whatfix

Cost, their online user community, translations, smart tagging, export options.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

BT

Ben T.

Learning Technology Lead

E-Learning

### "A fantastic tool for onboarding"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

June 5, 2023

Overall our experience with Whatfix has been fantastic. The platform is very reliable with lots of great features and regular updates. Customer support is also very strong, with quick responses to queries and frequent check-in calls to discuss areas of improvement.

Pros

Whatfix was very easy to implement within our platform, and provided a great number of features to use with minimal setup. The range of widgets available allowed us to create a bespoke onboarding program, guiding our users through our application and capturing detailed analytics on what was and wasn't working.

Cons

Initially we found the Whatfix dashboard a little overwhelming, due to the sheer amount of features available, and understanding how settings had to be applied to ensure widgets and flows only appeared on the pages we wanted them to.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

GD

Gowtham D.

SF Admin

Media Production

### "Whatfix Review"

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

May 26, 2023

Pros

Whatfix allows users to create interactive step-by-step guides with contextual tooltips, pop-ups, and overlays. This feature helps users understand and perform tasks within a software application in real-time, reducing the learning curve and increasing productivity.

Cons

Some users may find the initial setup and configuration process of Whatfix to be complex or time-consuming. Depending on the complexity of the software being documented and the customization required, it could take significant effort to create and maintain interactive walkthroughs or guides.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

MB

Michelle B.

CRM Global Bioscience Specialist

Pharmaceuticals

### "Great Addition"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 17, 2023

Pros

First and foremost, Whatfix Customer Support is the best I've experienced. They are quick to resolve issues and our account manager is always available to assist as well. The team they have supporting customers is truly exceptional. Secondly, integration with our CRM has been critical. It's allowed 24/7 help to our users and decreased the number of support tickets. We are able to guide our users to Whatfix content for help/training which provides them instant support.

Cons

There's nothing I can think of as a con. There was a bit of a learning curve at the beginning, especially with the tag functionality, but the more you familiarize yourself with the steps, it becomes quick and easy to create content.

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.

GT

George T.

Business Analyst

Information Technology and Services

### "Great Product"

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

May 12, 2023

Overall, Whatfix has been brilliant. Everything from onboarding, content building, training, support and analytics. It has been great.

Pros

The onboarding was fantastic. The support was great and the processes were easy and informative. The product itself is great. We required some custom development work which they agreed to do. They stuck the timeframes and communication was great.

Cons

I cannot think of anything. Overall, great service

Switched from

[WalkMe](https://www.capterra.com/p/131194/WalkMe/)

WalkMe renewal price

Alternatives considered

[Toonimo](https://www.capterra.com/p/144699/Toonimo/)

Reasons for choosing Whatfix

Support, Product, Service

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized 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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