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. Our client onboarding has never been better.
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..
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.