# Page 3 | Whatfix Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 3 - Is Whatfix the right Digital Adoption Platform solution for you? Explore 77 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/143008/Whatfix/reviews --- Whatfix 4.6 (77) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Page 3 - Reviews of Whatfix ## Showing most helpful reviews Showing 51-75 of 77 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Frank A. Director of Operations for Baystone Media and TherapySites Internet Used the software for: Less than 6 months ### "Great customer services, little bit of a learning curve" May 9, 2017 5.0 Pros Does everything we need Walkthroughs and customizations are great Simple interface Multiple formats to export your flows into for training End-user experience is very direct The support staff has been a great resource in getting us up and running! Review Source Justin Ong J. Senior Associate, Regional Seller Training Internet Used the software for: Less than 6 months ### "Good support from the team" May 11, 2017 5.0 Pros It is very informative and easy to use. Impactful to business process and reduce a lot of headcounts to resolve customer issues. Cons There are much more developments in the pipeline to make the tool a lot more applicable to business needs. Review Source DF David F. Used the software for: 1-2 years ### "They will always respond and fix any issues quickly!" May 29, 2018 5.0 Pros As a small startup, we first tried AppCues but ran into several issues with integration (we are a Single Page App) that we could not resolve and all communication was slow and only through email. We switched to WhatFix and now have an account manager we can reach at any time that has been able to resolve any issues quickly. Cons They use a tagging system to organize onboarding flows but I'm hoping to see them add a folder system as well. Review Source Andrew L. Used the software for: 6-12 months ### "Great product at a great price!" January 9, 2018 5.0 Pros As a company, we made the switch from a high-end competitor to Whatfix and we could not be happier. Originally the decision was driven by the 50% + cost saving we would receive, however, we have been amazed by the ease of use of the system. The team find the UI simple and intuitive with very little guidance to get them creating their own guides. Cons Originally speed from Australia was an issue, however, the Whatfix team were very responsive to our feedback and fixed the issue. Thanks! Review Source OS Olivia S. Assistant Operations Manager Internet Used the software for: Less than 6 months ### "Extremely helpful to us and to our customers!" September 27, 2017 5.0 Pros WhatFix continues to come out with new ways to use their product and also comes out with new features. Setting up the product and learning how to use it was a breeze. At first I was overwhelmed by having to create each step, but after the first flow, you really get the hang of it. Customer support is also great. They always answer with a timely response and I always get my question answered. I was having trouble with a few of the flows I created and I was able to get the help I needed. Review Source KA Kevin A. Program Manager Non-Profit Organization Management Used the software for: 6-12 months ### "Outstanding product... Incredible support." September 27, 2018 4.0 Pros The team member was phenomenal in helping us make the best use of Whatfix. The team member helped us maximize the functionality where we could, and we wouldn't have gotten our project off the ground without her and the application. Customer service A+! Cons I'm not a programmer, so the directions on how to implement the application weren't always clear to me. I wouldn't categorize that as an application issue... it's definitely the experience and limitations of the user. Review Source MS Mark S. Chief Executive Officer Health, Wellness and Fitness Used the software for: Less than 6 months ### "Easy to use on-boarding software with a genuinely caring team behind it." December 20, 2018 5.0 Pros Extremely easy to use and set up, great analytics, effective tool for new members to any SAAS product. The level of customer service is unrivaled in this industry - can't say enough good things about the entire WhatFix organization. Cons It's not technically a "con", but as they say, "you get what you pay for." WhatFix definitely isn't cheap, but I would not expect a product and service of this quality to come at a bargain price. Definitely worth every dollar. Review Source GS Gitesh S. Sen Manager Enterprise - Customer Success Information Technology and Services Used the software for: Less than 6 months ### "Whatfix is a Good Fix" April 10, 2023 5.0 Great experience Pros Its a value addition service and solves a lot of problems Cons I am new so i am getting there hence i do not have feedback on the least liked aspect of Whatfix Review Source VR Verified Reviewer Social Media Manager Music Used the software for: 6-12 months ### "Ideal solution for new user adoption" June 12, 2018 4.0 Pros We set a goal to help our new users adopt our product more easily to ensure they would maximize their use of our platform’s extensive capabilities. WhatFix proved to be an invaluable tool. It streamlines the onboarding process for new users, and has helped veteran customers reinforce their knowledge of our platform’s fundamentals. New MarketSight users now have a much shorter learning curve thanks to WhatFix, which has improved customer satisfaction considerably. Throughout the process, we were extremely pleased with the customer service from the entire WhatFix team. Cons We are still working on the best way to streamline new content into the WhatFix application, and are hoping our "number one, must have" feature request can be implemented in the near future. Review Source TL Tim L. Sr. Consultant Telecommunications Used the software for: I used a free trial ### "good APP" August 1, 2018 4.0 Pros Whatfix is a very good software and it is easy to use and help guide the customer step by step to resolve their concerns. Cons The price is a little high. It is lack of analytical features. Some features is not easy to configure. Review Source Response from Whatfix July 30, 2023 Hi, Tim. Thank you for taking the time to leave us a review. We're happy to hear Whatfix is helping to improve your customer experience. In response to analytics, we are continually enhancing our software's capabilities, and we'd love to show you our data-driven analytics can easily track and analyze your user behavior to provide comprehensive insights that help you make informed decision-making. Thanks again for your review. We truly appreciate your honest feedback, as it helps us identify areas for improvement and prioritize our efforts to provide you with the best experience possible. Your Whatfix Team Manzur H. UI2 Used the software for: ### "Nice product to reduce overall support queries " January 29, 2016 5.0 It helps us to reduce basic 'how to' queries for our website. It is also giving good user experience to new users with feature like 'tour', selfhelp etc Review Source VR Verified Reviewer Head of Customer Success and Investor Relations Financial Services Used the software for: 6-12 months ### "Great product. Great Team!" September 11, 2018 5.0 Pros Thea ease of use and learning curve along with the constant support that's offered through implementation and use. Cons A cleaner more futuristic UI for the end-user. There isn't much to say here as the product has fit all of our needs. Review Source VR Verified Reviewer IT Program Manager Machinery Used the software for: 1-2 years ### "Whatfix - Good Self-Learning/Training Solution, Even Better Customer Service" October 31, 2018 4.0 Pros Creation of the content, and distribution was near flawless. Getting support for questions, best practice, or future features from the support team, was easy and straightforward. Cons Per application fees. Integration with CRM system left much to be desired, but they are in the process of improving that integration. Challenging to get non-digital natives to adopt usage. Review Source DC Daniel C. Sales Development Representative Used the software for: ### "Really awesome people who can help!" June 1, 2018 5.0 Pros Their team really helped us during a project we were doing, and I think they would be great for any company looking for help! This is a must to onboard customers and drive retention. Cons The only thing I would say is a negative is that it does take resources on your end, whether people or money, but it will be worth it! Review Source DB Darren B. Founder, Managing Director Information Technology and Services Used the software for: 6-12 months ### "Great product. In-app help made easy" December 6, 2017 5.0 Pros Instant in-app guides without having to know how to code. Saves a huge amount of time not having to invest in creating your own system. A good set of features for the cost. Cons Desktop/Browser support only For advanced targeting of workflow, some coding knowledge is required. Having the ability to security host video guides would be a great feature. Review Source Eamon D. Owner Information Technology and Services Used the software for: Less than 6 months ### "null" January 28, 2016 4.0 Review Source Zahir T. Business Process Analyst Financial Services Used the software for: Less than 6 months ### "null" October 5, 2016 4.0 Review Source Malay M. Frontend Engineer Information Technology and Services Used the software for: Less than 6 months ### "null" December 17, 2015 4.0 Review Source VR Verified Reviewer Head of Customer Experience Telecommunications Used the software for: Less than 6 months ### "null" April 26, 2016 4.0 Review Source SM Sneha M. Customer Success Internet Used the software for: Less than 6 months ### "null" April 19, 2017 5.0 Review Source Nirmit S. Manager - Business Insights & Efficiencies Hospital & Health Care Used the software for: Less than 6 months ### "null" September 23, 2016 5.0 Review Source JB Jill B. Editorial Director Publishing Used the software for: Less than 6 months ### "Implementing Whatfix for our users was easy and quick. Our users find the flows simple to follow." December 19, 2017 4.0 Pros Ease of creating the flows, unobtrusiveness of the tool in our application, and simplicity of use. As much as the software, we are really impressed with the customer support provided. Our Whatfix Customer Success Manager Kritika has been amazingly responsive to our questions and creative in finding solutions. Cons It's probably because we're still new to the software, but I would like to be able to handle more of the CSS intervention ourselves. Kritika takes care of anything we need so quickly so it hasn't been a problem at all though! Review Source MJ Mohit J. CEO Used the software for: ### "Excellent tool to control your support costs" September 9, 2015 4.0 Cuztomise is Enterprise Mobility platform for Field services and sales companies. Its a complete DIY platform where users can modify workflows and data points and their interactions on the platform by setting some rules. This can become complex for some users for which they take help of our support staff. We implemented Whatfix inside cuztomise administration panel. We have seen 40% reduction in number of support calls over a period of 8 months of our implementation. Review Source VR Verified Reviewer Documentation Manager Computer Networking Used the software for: Less than 6 months ### "Effective tool for product adoption." July 6, 2018 4.0 Pros Interface is easy to use. Support is great. Adds value when the product GUI is complex and not structured. Cons Could have more features that make usage less cumbersome. Need features around versioning and organizing content. Relying just on tags is an effective method. Review Source ES Edle S. Business Analyst Used the software for: ### "Very easy, useful tool!" November 10, 2015 5.0 I am so glad to have found the whatfix tool. It makes training so much easier! It takes a person out of hand holding customers and enabling them to self serve. It is very easy to use and very helpful. Thank you to Chirabrata Das for always being available to answer my questions. He was a great help to me on setting up this tool for Avnet! Review Source Talk to a Capterra advisor for free and get results within 15 minutes.