Manual Onboarding Is Why Your Launches Slip
Spreadsheets, email threads, and disconnected tools quietly delay every client launch. Onboard automates the workflow - so deadlines hold, customers see value faster, and your team stops chasing updates.
- Free 30-day pilot, no credit card
- Live in under an hour
- Native CRM Integrations
- SOC 2 Type II
- GDPR
- CCPA
Onboarding doesn't break all at once.
It slips a day at a time.
A dependency gets missed. Ownership blurs. A timeline drifts. Internally, everything still feels "under control" - until the launch is delayed, the revenue is stuck, and the customer's trust is gone.
Customer Portal
Customers see exactly what they own, when it's due, and what's next. No more chasing them down or wondering who's holding up the launch.
Project Dashboard
Every project's status, blockers, and overdue tasks in one shared view. Spot the slip before it becomes a missed deadline - not after.
KPI Dashboard
Real-time visibility into onboarding health across every customer. Configure thresholds and catch the patterns that turn into delayed launches.
Visibility and transparency for all
No longer are the days where tasks are hidden and the path forward is only known by few. Transparency breeds trust, and trust is the foundation for long-term customer relationships.
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Shared Project Dashboards
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Simple yet powerful interfaces
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Multiparty team management
Automate your onboarding from day one.
Build repeatable workflows that scale as your volumes grow. Get the visibility to manage every active customer without chasing updates.
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Auto-generate launch plans for every new client
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See every customer's status in one live view
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Catch slipping launches before deadlines hit
Onboarding software that works out of the box.
Configuring generic project tools for onboarding is expensive and time-consuming. Onboard comes ready with purpose-built workflows, so teams launch faster without setup overhead.
Pre-built Templates
Start from proven onboarding templates for SaaS, services, and implementation teams. Tailor in minutes, not weeks.
Customer Portal
Branded, no-login-required portal where customers see their tasks, upload files, and ask questions. Live the day you sign up.
Native CRM integrations
HubSpot and Salesforce connections built in. Close a deal, auto-launch the right plan, no engineer required.
Automated workflows
Reminders, notifications, status updates, and handoffs run themselves. No automation builder to learn.
Connect your CRM to 100+ other apps.
When deals close in Salesforce or HubSpot, Onboard automatically creates onboarding projects with customer data already populated. Or use Onboard standalone — your call.
Asana
Domo
Fora
Gmail
HubSpot
Jira
Looker
Microsoft
Notion
Outlook
Pipedrive
Salesforce
Slack
Snowflake
Tableau
Asana
Domo
Fora
Gmail
HubSpot
Jira
Looker
Microsoft
Notion
Outlook
Pipedrive
Salesforce
Slack
Snowflake
Tableau
Asana
Domo
Fora
Gmail
HubSpot
Jira
Looker
Microsoft
Notion
Outlook
Pipedrive
Salesforce
Slack
Snowflake
Tableau
Asana
Domo
Fora
Gmail
HubSpot
Jira
Looker
Microsoft
Notion
Outlook
Pipedrive
Salesforce
Slack
Snowflake
Tableau
Asana
Domo
Fora
Gmail
HubSpot
Jira
Looker
Microsoft
Notion
Outlook
Pipedrive
Salesforce
Slack
Snowflake
Tableau
Asana
Domo
Fora
Gmail
HubSpot
Jira
Looker
Microsoft
Notion
Outlook
Pipedrive
Salesforce
Slack
Snowflake
Tableau
FAQs
How quickly can we get started?
Most teams launch their first customer onboarding within an hour of signing up. We help you set up your templates, configure any integrations, and train your team in a single implementation call.
How is this different from project management tools?
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.
Does Onboard integrate with our CRM?
Onboard integrates with Salesforce and HubSpot. When deals close in your CRM, we automatically create customized onboarding projects with the customer data already populated. You can also use Onboard standalone without any integrations.
Is Onboard secure?
Yes. Onboard is SOC 2 compliant with enterprise-grade security including data encryption, SSO support, and customizable access controls.
Do you offer a free trial?
Yes. Try Onboard Essentials free for 30 days or try Onboard Starter for 14 days. This lets you test with real projects, not just a sandbox. No credit card required.
How much does Onboard cost?
Onboard.io has three plans: Starter at $25/month for individual users, Essentials at $300/month for teams, and Pro at $1,000/month for teams running onboarding at scale. All plans include unlimited customers. Annual billing saves 10%, bringing prices to $23, $270, and $900 per month respectively.
