Customer onboarding & education software

Onboard, train and retain every customer, without adding CSMs.

EasyWebinar runs your customer onboarding, product training and office hours as webinars: live when questions matter, then as automated sessions that start minutes after a customer signs up. Customers join from any browser, with nothing to download, and what each one does in the session triggers the right follow-up, so your CSMs spend their time where a person matters.

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G2 Leader, Small Business — Summer 2026G2 Momentum Leader — Spring 2026G2 High Performer — Summer 2026SOC 2 Type IIGDPR-aligned

Rated a G2 LeaderSOC 2 Type II · GDPR-aligned

Trusted by 25,000+ businesses and teams

  • Cato Networks
  • XM Cyber
  • Bureau Veritas
  • Vatech
  • K21 Academy
  • CAMP
  • Lender Home Page

Why customer success needs one-to-many

More customers shouldn’t mean more of the same calls.

EasyWebinar is a webinar platform that runs customer onboarding and training as live, simulive, automated and on-demand webinars. Run a session live until it works, then turn that exact session into a just-in-time or on-demand webinar in one switch, so every new account gets it without a CSM repeating it. Customers join in the browser, and first-party engagement data from every attendee drives the follow-up and flags who needs a person.

  1. The reach problem

    110accounts per CSM, the median for SMB-focused teams

    Success Coaching, 2025
    Today
    One-to-one reaches the few accounts a CSM has time for.
    With EasyWebinar
    One session reaches every account, in every time zone.
  2. The repetition problem

    40×the same kickoff, if 40 accounts join in a month

    Today
    Your best CSMs explain setup again and again.
    With EasyWebinar
    Run it live once, then turn that exact session into an automated webinar.
  3. The visibility problem

    0signals from a recording link sent by email

    Today
    Nobody knows who watched, who got stuck or who went quiet.
    With EasyWebinar
    Attendance, questions and watch time on every contact.

Engagement on every account

See every account at once. Call the few who need a person.

Most webinar tools stop at a report. EasyWebinar captures first-party engagement data on every customer, attendance, watch time, questions and clicks, then starts the right follow-up: the replay for those who missed it, the next session for those on track and a CSM task for anyone who asked for help or went quiet.

  1. 10:10Onboarding ends
  2. 10:11Every account updated
  3. 10:15Setup calls booked for those who asked
  4. 10:25Replays and session 2 invites sent

Customer onboarding webinars

Run customer onboarding as a series of webinars.

From the kickoff to the renewal call, each stop is a session in the format that fits, and each one records who came and what they asked. Pick a step to see how it runs.

  1. Step 1Day 0

    Kickoff

    Automated · just-in-time

    Run the kickoff live until it works, then turn that exact session into a just-in-time webinar that starts 15 minutes after every signup, in each customer’s time zone.

    Records
    Show-up, watch time, first poll answer
    CSM time
    None once it’s set up
    Explore automated webinars
  2. Step 2Week 1

    Admin setup

    Live cohort + replay

    One live session sets up the workspace and invites the team, with Q&A for real setups. Anyone who missed it gets the replay and the next date.

    Records
    Questions, setup-call bookings
    CSM time
    One host per cohort
    Explore live webinars
  3. Step 3Every week

    Office hours

    Live · recurring

    Customers bring their questions; upvoting shows which ones matter to most of the room, so one answer helps everyone.

    Records
    Upvoted questions, who asked
    CSM time
    One hour a week
  4. Step 4Every launch

    Feature launches

    Live, then on demand

    Launch live with a real workflow, then keep the recording running as an on-demand webinar for everyone who missed it.

    Records
    Attendance, replay views, clicks
    CSM time
    One host per launch
    Explore evergreen webinars
  5. Step 5Month 3

    Advanced workflows

    Simulive · live chat

    A recorded deep-dive that plays like a live session, with a moderator answering chat and Q&A as it runs.

    Records
    Watch time, completion, questions
    CSM time
    A moderator for the chat
    Explore simulive webinars
  6. Step 6Before renewal

    Roadmap & renewal

    Live · private or open

    Show admins what’s new and what’s next. Accounts that don’t attend are flagged, so their CSM calls before the renewal date.

    Records
    Which accounts attend before renewal
    CSM time
    Calls for quiet accounts

Start with one step.Most teams automate the kickoff first, then add office hours.

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How it works

One account’s heartbeat, from kickoff to renewal.

Here is Northwind’s first year as a customer, told through its engagement. Every peak is a session, every dip is a signal, and every signal has a next step.

Engagement12

Timeline not to scale · illustrative account

Day 0Onboarding invitation

Every new customer gets a seat, right away.

The welcome email invites Nina to an onboarding session that starts in 15 minutes, or at a time that suits her. She picks tomorrow morning. Confirmation, calendar invite and reminders go out on schedule, and anyone who misses it gets the replay and the next live date.

Write the emails with AI
1 / 7

Office hours & live Q&A

Answer once. Help everyone with the same question.

Customers ask in the room and upvote each other’s questions, so the host answers what matters to most people first. Polls show where the room is stuck, and every question is saved to the customer who asked it.

  • Q&A with upvoting, chat and polls
  • Questions saved to each contact in EasyCRM
  • Co-presenters and moderators for busy sessions

Live vs automated customer training

Live when the question matters. Automated when the session repeats.

Choose the customer and the moment, and see the mix of formats to run. Every format, live, simulive, automated or on demand, records the same engagement and runs the same follow-up, so once a live session works you can turn that exact session into an automated one.

Who is the customer?
Where are they?

Automated & on demandLiveA person

Recommended program

Automated · just-in-time+ Weekly live office hours

Onboarding: set up your workspace, starting 15 minutes after signup

One-to-manyOne-to-one

CSM time
None per account
Why
Every new account gets an automated kickoff in its own time zone; office hours catch the questions a recording can’t.
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See every recommendation in one table
Recommended webinar formats for customer onboarding and training, by customer segment and lifecycle stage
CustomerStageRunPlusCSM time
Self-serve & SMBNew customerAutomated · just-in-timeWeekly live office hoursNone per account
Self-serve & SMBAdoptingOn-demand training webinarsMonthly live feature launchesNone per account
Self-serve & SMBUp for renewalAutomated what’s-new sessionCSM call for quiet accountsOnly for accounts that went quiet
Mid-marketNew customerLive onboarding cohortsReplay for anyone who missed itOne host per cohort
Mid-marketAdoptingLive role-based trainingOn-demand library for new seatsOne host per session
Mid-marketUp for renewalLive roadmap webinarCSM call for low engagementCalls for quiet accounts
EnterpriseNew customerPrivate live kickoffRecorded admin trainingOne hour per account
EnterpriseAdoptingPrivate live workshopsOn-demand library + office hoursWorkshop host
EnterpriseUp for renewalExecutive roadmap sessionQBR led by the CSMCSM-led

Customer onboarding & training webinar playbook

Faster starts. Deeper adoption. Fewer surprises at renewal.

The questions customer success leaders ask most about one-to-many programs, answered in plain terms, with the numbers to plan against and the EasyWebinar tools that move them.

Training moves adoption, and customers will watch on their own time. What most teams lack is the capacity to deliver it one account at a time.
Onboard & activateGet every new customer to a first win

WatchShow-up, watch time, questions asked, setup calls

  1. Note 01

    What should a customer onboarding webinar cover?

    One task a new customer needs to finish, not the whole product. Explain why it matters, set it up live, get them to a first win and leave time for questions. A poll at the start shows what the room wants to set up first, so the host can spend time where it counts.

    See onboarding and training webinars
  2. Note 02

    How do we get new customers to show up for onboarding?

    Invite them the moment they sign up, and let them pick a time. Just-in-time sessions start minutes after registration, scheduled sessions run in every time zone, and reminders go out a day before, an hour before and as you go live. Everyone who misses it gets the replay and the next live date.

    Explore automated webinars
  3. Note 03

    Should we record onboarding and training sessions?

    Yes. A customer who joins three months late needs the same session the first cohort saw. Exactian keeps a non-expiring replay page for every training program, and replays grew from 14.4% to 27.3% of everything their customers watched.

    Read the Exactian story
  4. Note 04

    Which tool is used for customer onboarding?

    Most teams combine three kinds of tool. Onboarding project tools such as Rocketlane or GUIDEcx run implementation plans and checklists, in-app guidance tools such as Userpilot or Whatfix run product walkthroughs, and webinar software runs the sessions where customers learn together. EasyWebinar is built for that recurring part: the onboarding and training sessions your CSMs would otherwise repeat live every week.

Adopt & retainKeep accounts engaged through renewal

WatchFeature adoption, office hours, missed training, renewals

  1. Note 05

    How do we drive feature adoption with webinars?

    Launch the feature live, show one real workflow and ask customers to try it before they leave. Then turn the recording into an on-demand webinar for everyone who missed it, and hold office hours for the questions that come up once people start using it.

    Explore live webinars
  2. Note 06

    How do we know which customers need a CSM?

    Look at what they did in the session, not just whether they registered. EasyCRM records attendance, watch time, poll answers, questions and clicks for every contact, so the customers who asked for help or went quiet stand out from the ones who are on track.

    Explore EasyCRM
  3. Note 07

    Can webinars help reduce churn?

    They help you act earlier. Trained customers adopt more: Forrester found a 38.3% lift in adoption of the products training targeted. And when a customer skips training or leaves early, your team sees it in time to call. Attendance alone doesn’t prove retention, so read it next to usage and account health.

  4. Note 08

    How should we measure a customer education program?

    Track participation first: registrations, show-up, watch time, replay views and questions per program. Then compare it with outcomes your team already owns, like time to first value, feature usage, support tickets and renewals, and with the one-to-one hours the program saved.

CSM capacity calculator

How much CSM time could one-to-many onboarding give back?

Move the sliders to match your team. The estimate shows the one-to-one onboarding hours a webinar program replaces each month, after the time it takes to host live sessions and office hours.

60
3 h
60%
$60

96CSM hours back every month

0.7 CSMs of capacity$5.8k of CSM time a month, freed for the accounts that need a person

180 hours of one-to-one onboarding a month today. Assumes 12 hours a month to host live sessions and office hours, and 140 working hours per CSM.

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Built for the whole CS team

Every seat on the customer success team works from the same record.

Leaders see which programs reach every segment, onboarding runs the same strong start for every account, education teaches once and CSMs spend their time on the customers who need a person. One platform, no hand-offs between tools.

Cover every account without adding headcount.

  • One-to-many onboarding for the long tail
  • Program reports on show-up, watch time and replays
  • SSO/SAML, SOC 2 Type II, GDPR-aligned

Keep your CRM and CS stack. Or use ours.

Already running HubSpot, Salesforce Pardot, ActiveCampaign or Mailchimp? Use EasyWebinar as your webinar layer and keep the CRM you have: native integrations send registrations, attendance and engagement to HubSpot, Salesforce Pardot (Account Engagement), ActiveCampaign, Mailchimp, Keap, Kit, GoHighLevel, GetResponse, AWeber and Drip, and Zapier, webhooks and the API cover the rest. Or use EasyCRM natively. Both are supported.

See all integrations
  • HubSpot
  • ActiveCampaign
  • Kit
  • Keap
  • GoHighLevel
  • Salesforce Pardot
  • GetResponse
  • Drip
  • Mailchimp
  • AWeber
  • Stripe
  • PayPal
  • Zapier
  • YouTube Live
  • LinkedIn Live
  • Facebook Live

Results

Programs that train customers at scale.

Teams that run onboarding and customer training on EasyWebinar, and the numbers from their programs.

25,000+

Businesses and teams run webinars on EasyWebinar

4.5/5

Average rating across review platforms

27.3%

Of everything Exactian’s customers watched in 2026 came from replays

Exactian

4,544

Registrants on K21’s automated training, up from 351

K21 Academy

  • Exactian logoExactianB2B SaaS · contractor management

    67.4%show-up rate across 121 customer training sessions

    3.8x more registrations per session by 2026

    • 60 training programs
    • Live + public Q&A
    • Replays that never expire

    Exactian trains its customers’ admins, contractors and field teams across Latin America, with a replay page for every program.

    Read Exactian’s story
  • InCom Web & e-Marketing logoInCom Web & e-MarketingClient training for real estate agents

    10xmore reach from one automated session than their best live webinar

    72.5% views per registrant

    • Six years of live training
    • One automated session
    • 5 times a day

    InCom kept live training for its brokerage relationships and added one automated session that runs five times a day.

    Read InCom’s story
  • K21 Academy logoK21 AcademyCloud and IT training

    47%show-up rate, up from 32% on live sessions

    114 → 2,128 attendees

    • Just-in-time sessions
    • Global audience
    • On-demand sessions

    K21 moved its training sessions to just-in-time automated webinars, so a global audience could join on its own schedule.

    Read K21’s story
“EasyWebinar has been a game-changer for our business. It has helped us automate weekly webinars, save time and costs, and improve overall efficiency.”
Darrin BrodieDarrin BrodieMarketing Director · Review on G2

See all customer stories

Enterprise Ready

Enterprise-ready customer education

Security, access and reliability your IT and procurement teams will ask about, answered before they do.

Explore enterprise capabilities
  • SOC 2 Type II badgeSOC 2 Type IISecurity controls covered by our SOC 2 Type II report.
  • GDPR-aligned badgeGDPR-alignedGDPR-aligned data practices, with a data processing agreement.
  • SSO / SAMLSingle sign-on for your team on the Scale plan.
  • Browser joinCustomers join from any browser on desktop or mobile. Nothing to download, no plugin.

Is EasyWebinar the right fit?

Built for customer onboarding that runs as a webinar.

EasyWebinar is a webinar platform, not a course platform or an in-app guidance tool. Here is where it fits best, and what to pair it with.

Best for

  • B2B SaaS and product teams running recurring customer onboarding and training sessions that drain CSM time
  • Scaled and tech-touch programs where one session has to reach every account, in every time zone
  • Feature launches and office hours that should keep working on demand after the live hour
  • Teams that want attendance and engagement to trigger follow-up and CSM tasks, in EasyCRM or the CRM they already run

Not the best fit, and what to use instead

  • In-app product tours and walkthroughsUse a digital adoption tool such as Userpilot or Whatfix.
  • Implementation project plans and task checklistsUse an onboarding project tool such as Rocketlane or GUIDEcx.
  • Courses with quizzes and completion certificatesUse a course platform, alongside EasyWebinar.
  • Internal all-hands and team meetingsUse Zoom or Microsoft Teams.

Standout: run an onboarding session live, then turn that exact session into a just-in-time webinar that starts minutes after every new customer signs up, on one platform and one subscription.

Customer onboarding and training webinars, explained.

Direct answers for customer success, onboarding and education leaders planning one-to-many programs.

It is software for delivering onboarding, product training and office hours to many customers at once, and for acting on what happens in those sessions. EasyWebinar runs live, simulive, automated and on-demand sessions, records attendance, watch time, questions and clicks for every customer, and follows up automatically through Power Follow-Ups and the built-in EasyCRM.

No. EasyWebinar is browser-based for attendees: customers register with one click and join from any modern browser on desktop or mobile, with no app, plugin or account to install. That keeps show-up high for onboarding sessions, where every extra step loses new customers.

EasyWebinar fits best when your team runs recurring customer onboarding and training sessions that drain CSM time. Run the session live until it works, then run that exact session as an automated webinar for every new account, and let engagement decide who gets a replay, the next session or a call. It is not an in-app guidance tool or a course platform; pair it with those if you need them.

Most teams use a combination: a project plan or customer success platform to track milestones, in-app guides for small nudges, and webinar software for the sessions where customers learn together. EasyWebinar handles those sessions, from the invitation and reminders to the live or automated session, the replay and the follow-up.

Move the session every customer needs into a one-to-many webinar, live or automated, and keep live Q&A, office hours and setup calls for individual questions. EasyWebinar shows who asked for help or went quiet, so your CSMs spend their one-to-one time on the customers who need it.

Use live sessions for kickoffs, complex setups, feature launches and office hours, where questions change the session. Once a live session works, turn that exact session into an automated or just-in-time webinar in one switch, so every new customer gets it on their schedule, and keep on-demand replays for catch-up and new seats. Every format records the same engagement and runs the same follow-up.

Choose one task that gets a new customer to a first win, such as setting up a workspace, inviting the team or completing a first workflow. Explain why it matters, show the steps live, leave time for Q&A and use a poll to learn what customers want next. Keep it to 30 to 40 minutes.

Invite customers as soon as they sign up and let them choose a time, and make joining easy: customers join from any browser on desktop or mobile, with nothing to download. Just-in-time sessions start minutes after registration, scheduled sessions run in every time zone, and confirmation, calendar invites and reminders go out automatically. Across the industry about half of registrants attend live, so send the replay and the next date to everyone who missed it.

Yes. Power Follow-Ups branch on what each person did: customers who missed a session can get the replay, attendees an invitation to the next session, and anyone who asked for help a task for their CSM. When EasyCRM is enabled for a webinar, attendance, watch time, questions and clicks are saved to each contact. Available fields and automation depend on your plan and configuration.

Scaled customer success delivers the same guidance to many accounts at once, so CSMs can focus on the accounts that need a person. Webinars are the most human part of that model: customers see a real product walkthrough and can ask questions, while engagement data tells your team which accounts to contact next.

Training helps customers adopt the product, and a 2024 Forrester study for Intellum found a 38.3% increase in adoption of the products training targeted. Webinars also show you early when a customer stops engaging. Attendance alone does not prove retention, so compare it with product usage, support activity and renewal data.

Track registrations, show-up rate, watch time, replay views and questions for each program. Then compare those signals with activation milestones, feature usage, support tickets and renewals, and with the one-to-one hours your team no longer spends repeating the same session.

No. EasyWebinar is a webinar platform: it runs customer onboarding and training as live, automated and on-demand webinars, with engagement data and follow-up built in. If you need a course platform with lessons, quizzes and certificates, pair EasyWebinar with one. For in-app product tours, use a digital adoption tool, and for internal meetings, Zoom or Microsoft Teams is the better fit.

Yes. Keep the CRM you run, or use ours. Native integrations send registrations, attendance and engagement to HubSpot, Salesforce Pardot (Account Engagement), ActiveCampaign, Mailchimp, Keap, Kit, GoHighLevel, GetResponse, AWeber and Drip. Other tools, including many customer success platforms, connect through Zapier or webhooks. Or use EasyCRM natively if you want contacts and follow-up in the same place as your webinars.

Yes. Any session can have a replay page, and replays can stay available for as long as you like, so a customer who joins months later sees the same session as the first cohort. You can also run a recorded session as an on-demand or just-in-time automated webinar with polls, Q&A and follow-up.

EasyWebinar holds SOC 2 Type II and follows GDPR-aligned data practices, with a data processing agreement. SSO and SAML are available on the Scale plan, and customers join from any browser, so there is no software for their IT team to approve.

Darrin BrodieLaura K. ConnellJason KeeslingMelissa HausmannMalcolm ShepherdJoin 25,000+ businesses and teams on EasyWebinar

Teach every customer. Repeat yourself less.

  • Customers join in the browser, nothing to download
  • Live, automated and on-demand training webinars
  • Your CRM or EasyCRM, with behaviour-based follow-up