WORLD-CLASS CUSTOMER ONBOARDING SOLUTION

Onboard better & reduce customer churn.

Organize, automate & manage the client onboarding & implementation experience from handoff to launch. All with one, easy-to-use solution.

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Trusted by modern success teams
ONBOARD PRODUCT OVERVIEW

Onboarding and implementation software built for modern teams

All customers are different.

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.
FOR

Customer Onboarding

Onboard is built for customer onboarding.
FOR

Customer Success

Onboard is built for customer success teams.
FOR

Customer Implementation

Onboard is built for customer implementation specialists.
COLLABORATE EFFICIENTLY

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.

IMPROVE AND AUTOMATE YOUR ONBOARDING PROCESS

Automate daily routine work

You and your team should be spending time with clients, instead of sending email reminders, writing follow ups, and answering basic tickets.
Onboard provides a platform to automate these tasks so your team can provide a better experience, every time.
Launch Plan Generation
Automated Due Dates
Auto–track Progress
Role Assignment
Learn more
Automate routine daily work with onboard illustration
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GUIDE YOUR CUSTOMERS

Focus on what matters the most

Frustrated with delays? Changing timelines and launch dates? Visibility across internal and external stakeholders ensure everyone knows who needs to do what by when. More time to focus on the process and the people, not the mundane.
See what our customers have to say
Workflows
Quick Actions
Choose from a library of Quick Actions or customize your own. Escalate, send announcements to customers, update launch plan. All with a few quick clicks.
Interface for assigning customers and team members
Onboard tracks days to launch, and other metrics and onboarding project statuses.
TURN ONBOARDING INTO A VALUE-ADD

360° Onboarding

See the whole picture.

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

Custom domains, emails, branding

Easy to Use

Get onboarded in days, not weeks
AUTOMATE

Efficient Launch Plans

Onboard provides the platform for modern success teams to manage their client onboarding and implementation processes, and provides the framework & structure to effectively manage those teams -- while they are providing top-notch customer service.
Learn more
Onboard users love us. See our G2 reviews and ratings.
Onboard helps automate due dates and assignees for common onboarding tasks to automate routine work.
ONE VIEW TO RULE THEM ALL

Stay Organized and On-Track

Onboard provides the platform for modern success teams to manage their client onboarding and implementation processes, and provides the framework & structure to effectively manage those teams -- while they are providing top-notch customer service.
Learn more
A COMPREHENSIVE PORTAL FOR CUSTOMERS

Shared Customer Portal

Each customer receives a customized portal with their launch plan, team, inbox, overview and more.

Onboarding Dashboard

Quickly see where every company stands during their onboarding & implementation process.

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Custom Branding

You can set up a branded onboarding experience for your customer with your logo, custom domain, email sending, team member SSO and more.

* some customizations only available on enterprise
Workflows

Automate workflows based on events such as when a task is completed, onboarding is delayed, or from discussions.

Sign in with Magic Link

No need for your customers to remember a password. Invites are sent with passwordless links to sign them in instantly.

Journeys

Create journeys for each phase of the customer process. You can also create custom journeys tailored to your company.

GET RESULTS FOR YOUR TEAM AND YOUR CUSTOMERS

Automate. Collaborate. Innovate.

Role-based access for onboarding launch plans

Role-based Access

Assign roles to your team and customers and create automatic rules to automate task assignment.

All-in-one collaboration with live discussions, attachments, tasks, meetings and more

All-in-one Collaboration

Have discussions, attach files, create custom forms, book a meeting. Sync (or async) with your customers, all from one place.

Onboarding insights for projects and onboarding

Innovate to Improve Outcomes

Onboarding is an art. Track metrics, like Time-to-Launch, and get insights to innovate your onboarding process.

Integrations

Connect your CRM & Slack
or 100+ other apps

Integrations for modern success and onboarding teams
Onboarding integration for HubSpot
Salesforce
Onboarding integration for HubSpot
HubSpot
Onboarding integration for Slack
Slack
Onboarding integration for Zapier to connect thousands of apps to your onboarding pipeline
Zapier
Onboarding integration for Asana
Asana
Onboarding integration for Workato
Workato
Onboarding Chrome Extension built by Onboard Software Inc.
Chrome
Onboard better

👋 Goodbye Playbooks

Playbooks and templates are the OLD WAY to create launch plans. Leverage Onboard's automated dynamic launch plans, determined from your CRM data.
No more maintaining & versioning templates
No more "what's next?" emails
No more compromising your process
No more disjointed threads and documents

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.

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STREAMLINE & AUTOMATE WITH POWERFUL WORKFLOWS

Workflows and Customizations

The onboarding tool your customers will actually love (no joke)

Once you use Onboard, you'll never want to go back.
Onboarding illustration to help you reach your goals after the deal is signed with Onboard.

Reviews and Testimonials

Used and loved by modern success professionals at leading companies
Onboard - Customer onboarding & implementation SaaS for success teams | Product Hunt
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We love using Onboard. As soon as we set it up, we realized the value of getting organized, automating our processes and managing our onboarding specialists.

Robert Camarillo
NoiseAware
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Onboard.io clearly outlines all tasks needed to properly onboard a client. The easy-to-use interface is visually appealing and allows users to quickly identify tasks that prevent clients from completing the onboarding process..

John Nielsen
Hatch (YC)
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Onboard allows our team to provide a consistent onboarding experience and provides an amazing customer experience that translates to higher growth potential. With Onboard we are able to have easy and quick visibility into all our implementations which is helpful for resource planning purposes.

Cindy D.
VP, Customer Success
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Each one of our partners goes through a rigorous implementation process that includes a significant number of steps, requires consistent communication, and has us exchanging many documents with partners. Onboard has helped us manage all of this with an easy-to-use platform that our partners have given us positive reviews on

Larry H
Assistant VP, Partner Success
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The ability to engage internal teams and customers is huge for us. I love the team at Onboard! They're always willing to listen and also talk through scenarios to determine best path. They also understand the challenges onboarding teams face as they too have been in our shoes.

Angela G.
Customer Success Leader
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You can really customize your customer's journey. No matter how many variables there may be between your customers, you can quickly have a whole onboarding flow built out that is tailored to each customers needs based on the factors that you decide!

Sam M
Onboarding Pro

Change the way you onboard customers forever

Everyone on the same page starts today.

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7-day free trial

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From 30+ Customer Reviews
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