---
title: BigSteps Reviews
meta_title: 'BigSteps Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how BigSteps works for a business like yours.
aggregate_rating:
  rating_value: 5.0
  review_count: 1
  scale: '5'
date_modified: '2026-06-04'
parent_category:
  name: Customer Service
  url: https://www.g2.com/categories/customer-service
---


# BigSteps Reviews
**Vendor:** BigSteps (bigsteps.io)  
**Category:** [Client Onboarding Software](https://www.g2.com/categories/client-onboarding)  
**Average Rating:** 5.0/5.0  
**Total Reviews:** 1
## About BigSteps
BigSteps (bigsteps.io) is an all-in-one platform specifically designed for B2B SaaS customer onboarding and facilitation of a seamless post-sales journey. Widely used by modern businesses, BigSteps helps to accelerate time-to-value, enrich customer relations, and ensure projects meet their objectives on time. With BigSteps, you put together project management, both private and shared asset management, stakeholder management, and communication all in one place. It also has tools for aligning resources, tracking processes, overseeing projects, making decision based on real data, and getting insights to keep projects on track and within budget. Using BigSteps, you can show your customers that you're reliable and transparent throughout the whole journey.




## BigSteps Reviews
  ### 1. A frictionless onboarding and project management tool

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 20, 2024

**What do you like best about BigSteps?**

I am impressed with the intuitive user interface, making navigation seamless for team members and clients. BigSteps serves as a centralized hub, streamlining all tasks and communications, and eliminating the need to search multiple platforms for information or updates. We use it regularly to mark the progress of our projects and track deliverables.

**What do you dislike about BigSteps?**

While there are no significant drawbacks to Bigsteps that immediately comes to my mind. If 'gaps' are ever found their support team is incredibly responsive.

**What problems is BigSteps solving and how is that benefiting you?**

- Reduces implementation time as we have better collaboration between teams 
- Better visibility on implementation updates and risk 
- A document management solution that has all implementation-related documents in one place



- [View BigSteps pricing details and edition comparison](https://www.g2.com/products/bigsteps/reviews?filters%5Bnps_score%5D%5B%5D=5&section=pricing&secure%5Bexpires_at%5D=2026-08-12+19%3A38%3A39+-0500&secure%5Bsession_id%5D=a6a2e1a4-e0c8-4442-bf7f-86dd17822849&secure%5Btoken%5D=040406bab28cbcf91e2117bc714172fa7323579154413ae4e986c4e97361a68e&format=llm_user)

## BigSteps Features
**Onboarding Setup**
- Workflows
- Templates
- Checklists

**Project Tracking**
- Monitoring
- Resources
- Content
- Tasks
- Optimization
- Kanban Board
- Goal Setting/Tracking
- Communication Management

**Customer Engagement**
- Portal
- Customer Engagement
- Branding
- Visibility
- Collaboration
- Customizable Branding

**Additional Functionality**
- Commenting/Notes
- API
- Third-Party Integrations
- Task Management
- Alerts/Notifications
- Drag & Drop
- Performance Metrics
- Reporting & Statistics
- Time Tracking
- Data Security
- Single Sign On
- Activity Tracking
- Customizable Fields
- Content Management
- Churn Management
- Ad hoc Analysis
- Client Management
- Chat/Messaging
- Forecasting
- Mobile Access
- Form Builder
- Surveys & Feedback
- Revenue Management
- Onboarding
- Workflow Management
- AI Copilot
- Calendar Management
- Compliance Management
- Client Database
- Electronic Forms
- Gantt/Timeline View
- Client Tracking
- To-Do List
- Document Management
- Generative AI
- Self Service Tools
- Customer Segmentation
- Role-Based Permissions
- Data Import/Export
- Collaboration Tools
- Electronic Signature
- Task Progress Tracking
- Audit Trail
- Reminders
- Online Payments
- Activity Dashboard
- Document Generation
- Real-Time Data
- CRM
- Email Management
- Multi-Language

## Top BigSteps Alternatives
  - [ChurnZero](https://www.g2.com/products/churnzero/reviews) - 4.7/5.0 (1,594 reviews)
  - [Totango](https://www.g2.com/products/totango/reviews) - 4.3/5.0 (1,140 reviews)
  - [Planhat](https://www.g2.com/products/planhat/reviews) - 4.5/5.0 (942 reviews)