Trusted digital adoption partner of Fortune 1000 companies
Accelerate CLM Adoption & Maximize ROI
With Whatfix for CLM, support users in the flow of work, maximize usage, and create frictionless contract management workflows.
Achieve business outcomes with frictionless contract management workflows.
Guidance
Accelerate CLM onboarding and maximize adoption with in-app guidance
Reduce new employee time-to-proficiency and enable CLM end-users with contextual, guided in-app experiences like Flows, Task Lists, and Smart Tips to improve productivity, drive adoption, and achieve contract management outcomes.
Support
Support CLM application users in the flow of work and drive productivity
Whatfix enables all CLM application end-users to complete contract-related tasks such as contract document creation, revisions, signature capture, etc. with in-app performance support at critical moments – eliminating digital contract friction, reducing errors made by users, and improving contract governance.
Analytics
Understand how end-users engage with your contract processes and optimize workflows
With Whatfix Guidance Analytics, analyze how CLM application end-users engage with your Whatfix-built in-app content, like Task List completion rates, Flow dropoffs, and Smart Tip views. With Product Analytics, capture and analyze CLM end-user behavior and adoption without engineering support, including user actions, attributes, event tributes, and auto-capture to better frictionless digital contract experiences and workflows.
The Whatfix Platform
Analyze. Create. Engage.
Whatfix is an AI-powered, pure-play digital adoption provider. Trusted by 700+ organizations, Whatfix strives to make technology user-centric, rather than making people technology proficient, with its line of products.
CLM Software Clicks Better With Whatfix
See why CIOs at Fortune 1000 enterprises choose Whatfix as their digital adoption partner.
No-code content editor
Create contextual in-app guidance and support content tailored to CLM end-users roles and needs with Whatfix Studio.
Smart context
Automatically deliver contextual in-app guidance and support to end-users depending on where they’re at in a CLM, the contract process, their role, and more.
Immerse CLM users with hands-on training
Create replica sandbox environments of your CLM applications for hands-on training without risking live software usage.
Analyze and engage in one platform
Capture user events and CLM usage data to identify areas of friction and take a data-driven approach to new in-app guidance, and improve contract experiences within a single platform.
AI-powered
Integrating generative AI into its digital adoption platform, Whatfix offers content authoring assistance, information synthesizing, performing in-app tasks based on user input, and more.
Customer-centric approach
Our digital adoption experts help you drive outcomes, from dedicated onboarding, post-deployment content author training, 24/5 support, our customer community, and Center of Excellence.
See why customers love Whatfix
“Whatfix reimagines our training. It supports in-application guidance across any interface and platform. And it’s so easy to update materials that we can, at last, keep pace with the system changes. Looking back, Whatfix was one of the best decisions we have made.”
Abby Essing Sr. Manager, Operations Services at Renewable Energy Group, Inc.
“The problem with any system training is that it’s really hard to tailor training based on user roles. With Whatfix, you have the opportunity to instantly access information, rather than wait until a subject matter expert is available.”
Nichola Holdship People Development Manager at Acorn Recruitment
“The interactions with the Whatfix team immediately made it clear they were interested in being true partners and not just vendors offering a transaction engagement. If we are going to spend time and money with a vendor, we need to know we are on the same team, not working against each other.”
Ash Shepherd Chief Product Officer at NTEN
“Cybersecurity is vital – but it’s also vital to get it right. With in-app guidance, we can help the next generation of Sophos customers secure their future.”
Remi Preghenella Director of Product Documentation and Digital Adoption at Sophos
“Whatfix is the ideal DAP for agile, customer-centric insurance organizations like Sentry. The difference is that people love using Whatfix. You don’t need technical skills to create and deploy content, it’s packed with innovation, and we can integrate it quickly across almost our entire application portfolio.”
Colleen Behnke Learning and Performance Specialist, Sentry Insurance
“The in-system training is a game changer. Whatfix really helped us move the needle toward using more current and innovative training solutions. We strongly value innovation as an organization and that includes innovating the way we learn.”
Jill Busch Director of Learning and Development at Manpower
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GUIDE
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BLOG
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BEST-IN CLASS SOLUTIONS
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Software Clicks Better With Whatfix
With the AI-powered Whatfix DAP, you can create in-app guidance, support users in the flow of work, and analyze application usage.
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