Onboard better & reduce customer churn.
Organize, automate & manage the client onboarding & implementation experience from handoff to launch. All with one, easy-to-use solution.
Onboarding and implementation software built for modern teams
That's why Onboard replaces inflexible templates with automatically-generated & customized launch plans, saving your team time by automating a custom task-list for each client, enabling them to 🚀 launch faster and start receiving time-to-value sooner.
Customer Onboarding
Customer Success
Customer Implementation
Everyone on the same page, starting now.
Onboard provides visibility across all stakeholders: your team, your management, and most importantly, your customers -- this transparency creates accountability so your customers will launch on time.
Automate daily routine work
Focus on what matters the most
Quick Actions
360° Onboarding
Track the progress of your clients and their onboarding progress in a funnel. Easily see who is involved, where they stand and when they're scheduled to launch.
Customizable
Easy to Use
Efficient Launch Plans
Stay Organized and On-Track
Shared Customer Portal
Each customer receives a customized portal with their launch plan, team, inbox, overview and more.
Quickly see where every company stands during their onboarding & implementation process.
You can set up a branded onboarding experience for your customer with your logo, custom domain, email sending, team member SSO and more.
Automate workflows based on events such as when a task is completed, onboarding is delayed, or from discussions.
No need for your customers to remember a password. Invites are sent with passwordless links to sign them in instantly.
Create journeys for each phase of the customer process. You can also create custom journeys tailored to your company.
Automate. Collaborate. Innovate.
Role-based Access
Assign roles to your team and customers and create automatic rules to automate task assignment.
All-in-one Collaboration
Have discussions, attach files, create custom forms, book a meeting. Sync (or async) with your customers, all from one place.
Innovate to Improve Outcomes
Onboarding is an art. Track metrics, like Time-to-Launch, and get insights to innovate your onboarding process.
Connect your CRM & Slack
or 100+ other apps
👋 Goodbye Playbooks
Say hello to Onboard automated launch plans
Onboard's automation features to allow you to create consistent, repeatable onboarding processes for each customer without sacrificing flexibility. Due dates can be auto-generated, moved in bulk, and dynamically set based on other tasks getting completed.