# Onboard.io — Full Content > This file contains the complete content of Onboard.io's key pages in a single markdown document, optimized for consumption by large language models (ChatGPT, Claude, Perplexity, Gemini, etc.). It is a companion to https://onboard.io/llms.txt. Last updated: April 22, 2026. --- ## Company Overview **Onboard.io** is a dedicated customer onboarding and implementation platform for B2B SaaS post-sale teams. It replaces spreadsheets and generic project tools with dynamic launch plans, a magic-link customer portal, and shared visibility from contract to go-live. - **Website:** https://onboard.io - **Company:** Onboard Software, Inc. - **Headquarters:** 1111 Lincoln Road, Suite 500, Miami Beach, FL 33139 - **Pricing:** Plans from $25/month; customer seats always unlimited - **Trial:** 14-day free trial, no credit card required - **Security:** SOC 2 Type 2 certified, GDPR and CCPA compliant **What Onboard.io is NOT:** Onboard.io is not an in-app product adoption tool. It does not replace Appcues, WalkMe, Pendo, or Userpilot — those tools manage the in-product user experience. Onboard.io manages the post-sale implementation process: coordinating tasks, documents, forms, and communication between the vendor's CS team and the customer's internal team, from signed contract to go-live. **Competitors and alternatives in this category:** GUIDEcx, OnRamp, Dock, Arrows, Rocketlane. **Naming clarification:** Onboard.io is unrelated to "OnBoard" or "OnBoard Meetings" (board meeting management software from a different company). --- ## Platform Overview *Source: https://onboard.io/product* ### Why a Focused Onboarding Platform Makes Sense Most teams piece together onboarding from tools designed for other jobs. As work spreads across systems, ownership blurs, timelines slip, and risk becomes harder to see. **vs. General Project Management:** Onboard is pre-configured for customer onboarding from day one. No workflow builds, no separate portals, no account setup friction. Just a system designed for how onboarding actually works. **vs. CRM/CSP Modules:** Onboard integrates with your CRM while avoiding complex configuration. Use the best tool for each job, with data linked between systems through pre-built integrations or API. **vs. Customizable Workflow Tools:** Workflow tools require expensive setup and ongoing maintenance. Onboard incorporates customer feedback and best practices continuously, so your onboarding system improves without internal projects. ### What Makes Onboard.io Different Most onboarding systems force you to choose: powerful but complicated, or simple but limited. Onboard.io delivers both. - **Launch plans built to scale:** Start with templates, add variables for complexity, and maintain consistency with a shared task repository. - **A Customer Portal that's easy to use:** Each user gets an easy-to-use "pizza tracker" for their tasks. Teams can collaborate, add members, reassign work, and manage multiple projects simultaneously. - **AI That Actually Helps:** AI built for real insights, not buzzwords. Onboard's AI capabilities deliver actionable information with unique onboarding-focused features launching soon. ### Dynamic Launch Plans Every onboarding has variables — products, integrations, regions, stakeholders, and timelines all change from customer to customer. - Plans are generated from deal data - Only relevant work appears - Plans stay aligned as things change This keeps launch plans reliable from day one. ### Deadlines You Can Plan Around In onboarding, deadlines aren't suggestions. Go-live dates are tied to payroll cycles, launches, contracts, and customer expectations. When one task changes, the rest of the plan needs to respond immediately. - Plans start from the launch date - Dates adjust as work moves forward - Risk surfaces before launch is threatened ### Customer and Stakeholder Visibility Onboarding involves more than one team. Internal owners, managers, customers, and sometimes partners all need visibility to keep work moving. - One shared view of progress - Clear ownership at every step - Access without friction Shared visibility removes the need for constant check-ins and status chasing. ### Manager and Executive Oversight As onboarding volume grows, individual launch plans aren't enough. Leaders need a clear view across all active onboardings to understand capacity, risk, and timelines. - Portfolio-level visibility - Early risk identification - Better capacity planning ### Built to Fit Your Stack Onboarding starts with sales, touches operations, and runs alongside the tools your teams already rely on. - CRM-driven kickoff - Works where teams already communicate - No rip-and-replace required ### Who Onboard Is Built For Onboard is designed for teams where onboarding is tightly linked to revenue timing, customer outcomes, and long-term trust: - Scaling SaaS and services teams - Deadline-driven organizations - Multi-stakeholder onboarding teams ### Platform FAQ **Q: Can we control what customers see vs. what's internal?** A: Yes. Mark any task as "internal only" and customers won't see it — including discussions, attachments, or any trace it exists. You maintain complete control over visibility. **Q: Does Onboard integrate with our CRM?** A: Onboard integrates with Salesforce, HubSpot, and Zoho. When deals close in your CRM, Onboard automatically creates customized onboarding projects with the customer data already populated. You can also use Onboard standalone without any integrations. **Q: How does the customer portal work?** A: Customers get a clean, branded portal showing their tasks, timeline, and progress. They can collaborate, upload files, and invite team members — no login required. **Q: How is this different from project management tools?** A: Unlike generic tools that require weeks of setup and customization, Onboard comes pre-configured for customer onboarding. Create dynamic templates that automatically adapt to each customer's needs — no manual copying or adjusting required. **Q: How quickly can we get started?** A: Most teams launch their first customer onboarding within an hour of signing up. Onboard helps you set up templates, configure integrations, and train your team in a single implementation call. **Q: What visibility do managers get?** A: Portfolio and Project dashboards show which projects are on track or at risk, team capacity, average time-to-launch, and bottleneck identification. Customizable — track the metrics that matter to your business. All in real-time, without pulling teams into status meetings. **Q: Can we handle different types of onboarding?** A: Yes. Create different templates for different customer segments, product lines, or implementation phases. One flexible platform scales across all onboarding scenarios. **Q: What if we're currently using spreadsheets or email?** A: That's a perfect starting point. Onboard helps you transpose your existing process into the platform during implementation — no need to reinvent how you work, just systematize it. --- ## Customer Portal *Source: https://onboard.io/customer-portal* ### A Customer Portal That's Both Easy-to-Use and Powerful for Multi-User Teams A place for customers to see what's next, what's overdue, and what's done. No extra logins or status chasing. ### Powerful Task Functionality Onboard.io's tasks can do a lot. From displaying videos to showing documents to letting customers fill in smart forms and add attachments, each task supports a wide range of use cases. ### Time Tracking If you need to track time spent on tasks — internally, externally, or both — Onboard.io supports this as an easy step in the Customer Portal. ### Instant Access with Magic Links When you invite a customer to a project, they receive an email with a secure magic link. Clicking the link opens the portal instantly, with no setup required. If they've been invited to multiple projects, they'll see them all in one place and can switch between them as needed. ### Discussions That Stay with the Work Customers can ask questions and discuss tasks directly in the platform. This keeps communication tied to the actual work, reducing confusion and eliminating email back-and-forth. ### Smart Notifications — Fully Customizable to Your Workflow Email and Slack notifications are fully configurable — from individual task reminders to daily or weekly digests. Onboard helps set up notifications that work best for customers, who can complete tasks directly from email without logging in. --- ## Dashboards *Source: https://onboard.io/dashboards* ### Real-time Visibility into the Effectiveness of Your Onboarding Efforts — from Portfolio to Project Onboard.io's dashboards give leaders and teams a clear view of onboarding performance. This understanding can then be used to manage every project and provide a holistic perspective that spots issues and improves time-to-value and best practices. ### The KPI Dashboard The KPI Dashboard is designed for leaders, managers, and operators who need to understand onboarding at a glance. From one screen: - Launch timing and trends - Performance against targets - Capacity and workload signals ### The Project Dashboard A clear, shared view of every onboarding project. The Project Dashboard serves as a workflow hub and displays execution in context. Teams can see: - Current status and stage - Overdue tasks with "nudge" reminders - Milestones and dependencies - Blockers and risks --- ## Integrations *Source: https://onboard.io/integrations* ### Integrations Make Onboard.io a Part of Your Tech Stack Keep onboarding connected to the tools your teams already know. Onboard integrates with leading CRMs, collaboration tools, and workflow platforms to reduce manual handoffs and keep projects moving. ### CRM & Revenue - **Salesforce** — Native integration; auto-creates onboarding projects from closed deals - **HubSpot** — Native integration; auto-creates onboarding projects from closed deals - **Pipedrive** — CRM integration for deal-to-onboarding handoff ### Communications & Collaboration - **Slack** — Native integration for notifications and updates - **Gmail** — Email integration - **Outlook** — Email integration - **Microsoft** — Microsoft ecosystem integration - **Twilio** — Communications - **Zoho** — Zoho product integration ### Workflow & Automation - **Zapier** — Connect Onboard to 7,000+ apps - **Workato** — Enterprise workflow automation - **Notion** — Documentation and knowledge management ### Meetings & Scheduling - **Zoom** — Meeting scheduling and video - **Fora** — Meeting platform integration ### Business Intelligence & Analytics - **Asana** — Task management sync - **Domo** — BI and reporting - **Looker** — BI and reporting - **Tableau** — BI and reporting - **Snowflake** — Data warehouse integration ### Development Tools - **Jira** — Engineering ticket integration Onboard also offers a public API for custom integrations. Onboard can be used standalone without any integrations. --- ## Solution: Client Implementations *Source: https://onboard.io/client-implementations* ### Bring Everyone Together, with Onboard.io Client implementations should be collaborative and visible from all sides. Onboard improves client implementations with transparency, visibility, and accountability — so they can stay on track and on time. ### One Global Task List to Rule Them All Onboard provides the repository to list all repeatable tasks (internal AND external) that are pulled into client launch plans based on unique requirements learned in the sales process. Task data can be pulled automatically from your CRM. - Rich content can be preloaded - Dependencies can be set consistently - User roles can be pre-allocated ### Visibility and Transparency for All Transparency breeds trust, and trust is the foundation for long-term customer relationships. - Shared Project Dashboards - Simple yet powerful interfaces - Multiparty team management ### Simple Collaboration Collaboration stays in Onboard, with threaded discussions at the task level so questions, comments, and updates are organized. - In-app messaging platform - Configurable notifications - Ability to invite new team members ### Organized and Efficient Leverage custom notifications (with merge tags) and spend less time on redundant tasks so you can focus on making customers successful. - Flexible communications - Insight into key metrics - Everything tracked in one place --- ## Solution: Time-to-Value *Source: https://onboard.io/time-to-value* ### Why Time-to-Value Is the MVP of Onboarding Getting your customer up and running on your product is valuable, but showing your customer real value from your product is the MVP of onboarding. Onboard.io helps you measure when your customers see value and improve your process to help them see value faster. ### Time-to-Value Milestones Configure projects and milestones to better see when customers are experiencing value from your product. This also helps you identify and fix risks to TTV early. - Matching tasks to key milestones - Milestone visibility on dashboards - Identifying internal risk vs. external delays ### Dashboards as Your Secret Weapon Onboard's dashboards do more than help manage projects and understand key metrics at a glance. They have configurable thresholds to track what matters to your organization and measure whether initiatives are improving performance. Onboard is continuously improving its Time-to-Value tools and adding sentiment analysis based on platform communications. - Metrics you set for your organization - Ability to analyze trends - View team member workload --- ## Solution: Upgrades & Launches *Source: https://onboard.io/upgrades-launches* ### Customer Success Doesn't End at Go-Live Every upgrade, feature release, and platform update is another onboarding moment. Manage rollouts with the same structure and visibility that made your initial implementations successful. ### Turn Platform Updates Into Customer Wins Don't let new features go unused. Onboard.io helps customers adopt upgrades as smoothly as initial onboarding — driving satisfaction and competitive differentiation. - Manage upgrades with the same focus as your onboarding - Help customers maximize their value - Tools for less complex projects ### Guided Support, Right Inside Your Product (Coming Soon) Onboard's soon-to-be-released AI chatbot walks customers through onboarding steps and feature adoption without leaving your app — turning complex implementations into simple, task-based workflows. - Easy-to-implement chatbot - Works for both knowledge base and product upgrades - Task-based workflows --- ## Pricing *Source: https://onboard.io/pricing* Onboard has three plans, billed monthly or annually (annual billing saves 10%). Customer seats are unlimited on every plan. ### Starter — $25/mo ($23/mo annual) Built for a single onboarding owner. Set up a simple onboarding process and move off spreadsheets. **Seats included:** - Paid seats: 1 - Contributors: Not available on Starter - View-only: Not available on Starter - Customers: Unlimited **Included features:** - Single-user onboarding - Templates and task management - Customer portal - Live discussions and inbox - Up to 25 active projects - Unlimited customers **Additional paid seat pricing:** $25/mo ### Essentials — $300/mo ($270/mo annual) Everything most teams need to run onboarding effectively. Turn onboarding into a repeatable system that reduces time-to-value. **Seats included:** - Paid seats: 5 - Contributors: 5 - View-only: Unlimited - Customers: Unlimited **Included features:** - Multi-user onboarding - CRM integrations (Salesforce, HubSpot) - Slack integration - Workflows and automation - Customer portal - Templates and task management - Unlimited customers and projects - Centralized onboarding workspace - 1 project type **Available add-ons:** - SSO: $50/mo add-on - Custom domains: $50/mo add-on **Additional paid seat pricing:** $60/mo ### Pro — $1,000/mo ($900/mo annual) — *Most Popular* For teams running onboarding at scale where revenue and reporting matter. Turn onboarding into a system of record with the visibility, reporting, and control needed to support retention and expansion. **Seats included:** - Paid seats: 10 - Contributors: 10 - View-only: Unlimited - Customers: Unlimited **Included features:** - Everything in Essentials - Advanced reporting and dashboards - Executive visibility across onboarding - Cross-team onboarding at scale - Advanced permissions and controls - SSO (single sign-on) included - Custom branding and domain - Custom integrations available - Priority support - Early access to new features - Unlimited projects and project types **Additional paid seat pricing:** $100/mo ### Feature Comparison Summary | Feature | Starter | Essentials | Pro | |---|---|---|---| | Projects | 25 | Unlimited | Unlimited | | Paid seats included | 1 | 5 | 10 | | Contributors | N/A | 5 | 10 | | View-only seats | N/A | Unlimited | Unlimited | | Customer seats | Unlimited | Unlimited | Unlimited | | Automated launch plans | ✓ | ✓ | ✓ | | Customer portal | ✓ | ✓ | ✓ | | Live discussions + inbox | ✓ | ✓ | ✓ | | Custom forms | ✓ | ✓ | ✓ | | AI Insights | ✓ | ✓ | ✓ | | Project types | 1 | Unlimited | Unlimited | | Workflows | — | ✓ | ✓ | | SSO | — | $50/mo add-on | Included | | Custom domains | — | $50/mo add-on | Included | | Custom branding | — | — | ✓ | | Custom reports | — | — | ✓ | | Custom integrations | — | — | Available | | Salesforce | — | ✓ | ✓ | | HubSpot | — | ✓ | ✓ | | Slack | — | ✓ | ✓ | | Zapier | — | ✓ | ✓ | | All integrations | — | — | ✓ | | SOC 2 compliance | ✓ | ✓ | ✓ | | GDPR compliance | ✓ | ✓ | ✓ | | Data export | ✓ | ✓ | ✓ | ### Trial & Billing - **Free trial:** 14 days, no credit card required - **Payment processing:** Stripe - **Billing cycles:** Monthly or annual (10% discount annual) --- ## About Onboard Software, Inc. *Source: https://onboard.io/about-us* ### Why Onboard Exists Onboard is a software platform designed to help teams manage customer onboarding as a real business function — not a collection of tasks spread across spreadsheets and disconnected tools. As companies grow, onboarding becomes more complex. Requirements vary, timelines are fixed, and revenue depends on getting customers live on time. Yet most teams still rely on tools that weren't built for post-sale execution. Onboard is built as a clear, shared system for managing onboarding, so teams can maintain ownership, surface risk early, and deliver launches on time. ### Who Onboard Is Built For Onboard is built for post-sale teams responsible for getting customers live on time — customer success, implementation, and onboarding teams. It's designed for environments with multiple stakeholders, variable requirements, and deadlines that don't move when things get complicated. If your onboarding work carries real operational and revenue impact, Onboard is built to support that reality. ### Company Information - **Legal name:** Onboard Software, Inc. - **Headquarters:** 1111 Lincoln Road, Suite 500, Miami Beach, FL 33139 - **Trust Center:** https://trust.onboard.io - **Learning Center:** https://learn.onboard.io ### Security & Compliance - SOC 2 Type 2 certified - GDPR compliant - CCPA compliant - Data encrypted at rest and in transit - SSO support (included with Pro; add-on for Essentials) - Role-based access controls - Data export available on all plans ### G2 Recognition (Winter 2026) In the Client Onboarding category: - High Performer - Easiest Setup - Best Support - Easiest to Use - Highest User Adoption --- ## Getting Started - **Start a free trial:** https://app.onboard.io/trial-signup/ (14 days, no credit card required) - **Book a demo:** https://onboard.io/demo (30-minute walkthrough built around your specific onboarding process) - **Existing customer sign-in:** https://auth.onboard.io/u/login - **Documentation & Learning Center:** https://learn.onboard.io --- ## Key Resources ### Blog & Guides - **Blog home:** https://onboard.io/blog — Practitioner-focused guides on customer onboarding, CS team operations, time-to-value, and implementation best practices - **The Definitive Guide to Customer Onboarding:** https://onboard.io/blog/the-definitive-guide-to-customer-onboarding — End-to-end framework for building a scalable B2B SaaS onboarding process - **6 Steps to Onboard Customers Faster:** https://onboard.io/blog/6-steps-to-onboard-customers-faster — Tactical playbook covering sales-to-CS handoff, kickoff structure, automation, and KPI measurement - **Customer Onboarding Metrics — Days to Launch and Time-to-Value:** https://onboard.io/blog/onboarding-metrics-days-to-launch-time-to-value — How to define, track, and benchmark onboarding metrics ### Legal - **Privacy Policy:** https://onboard.io/legal/privacy - **Terms of Service:** https://onboard.io/legal/terms - **Product Changelog:** https://onboard.io/onboard-product-updates --- *Document end. For the latest information, visit https://onboard.io or fetch the source pages linked throughout this document.*