Onboard better & reduce customer churn.
Everyone on the same page, starting now.
Goodbye playbooks.
Built for efficiency, at scale.
Automate the tedious tasks.
Manage onboarding from slack.
Onboarding software built for modern teams
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.
Stress less (way less) with one platform to manage onboarding
Bring together everything your team needs to communicate, collaborate, and coordinate customer onboarding, from start to finish.
The onboarding tool your customers will actually love (no joke)
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
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