Onboard better & reduce customer churn.
Organize, automate & manage the client onboarding & implementation experience from handoff to launch. All with one, easy-to-use solution.
Trusted by modern success teams
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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.
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All-in-one Collaboration
Have discussions, attach files, create custom forms, book a meeting. Sync (or async) with your customers, all from one place.
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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
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👋 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.
Workflows and Customizations
The onboarding tool your customers will actually love (no joke)
Reviews and Testimonials
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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.
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..
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.
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
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.
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!
Change the way you onboard customers forever
Ready to start? Kick off your
7-day free trial
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