on G2

Customer onboarding software for B2B SaaS

Replace the spreadsheets, Slack threads, and "I'll send you a recap" emails with a system your team and your customers can actually follow.

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Live in under an hour
Intuitive user experience

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Trusted by customer success teams at

How Flyer Launches Customers

"We replaced four tools with Onboard. Our average onboarding time dropped from 47 days to 28 in the first quarter — and our customers are happier than they've ever been."

Laya Janssens

Onboarding Manager, FLYR Hospitality

47

days

40% faster

28

days

Average time-to-value, before and after Onboard

The real problem

Your onboarding lives in spreadsheets, Slack threads, and "I'll send you a recap" emails. So launches slip, customers ghost, and your team becomes the chase team. Onboard is the system underneath all of it.

Spreadsheets
Slack threads
Email recaps
Status meetings
Chasing Customers

What changes day one

Three things that invisible risk. the day you switch.

Onboard removes the work that doesn't move launches forward — the email chasing, the status meetings, the surprise delays — and gives every stakeholder the same view in real time.

Customer Portal

Customers stop emailing "where do I send this?"

A magic-link portal gives them one place to upload files, complete forms, and see what's next. No logins. No password resets. No "did you get my email?"

Project Dashboard

You stop being surprised by missed deadlines.

See every project's status, owner, and risk in one view. Spot bottlenecks before they cost you the launch — not in the post-mortem.

KPI Dashboard

Your CEO stops asking why time-to-value is slipping.

Real-time metrics on every onboarding, every cohort. Show capacity, risk, and trend lines without pulling a single spreadsheet together.

What changes when you switch

Powerful and scalable, also easy to use
— for you and your customers.

Track progress in one view and launch clients with zero friction.

Total visibility over every client launch.

Know exactly where each onboarding project stands at-a-glance. Don't let delays turn into unhappy customers and revenue risk.

Track tasks, owners, and deadlines in one screen to clarify ownership
Spot bottlenecks early and keep projects moving before timelines drift
Teams and clients get instant clarity — no manual updates required

How is this different from Asana, Monday, or Notion?

Generic project tools require weeks of setup and weren't built for customers. Onboard comes pre-configured for customer onboarding with magic-link customer portals, dynamic templates that adapt to each client, and dashboards designed for post-sale execution — not internal task tracking.

Automate your onboarding from day one.

Build repeatable workflows that are easy for your customers to complete and scale as your volumes grow.

Auto-generate templates, tasks and timelines for each new client, shortening setup time and reducing errors
Auto-generate templates, tasks and timelines for each new client, shortening setup time and reducing errors
Auto-generate templates, tasks and timelines for each new client, shortening setup time and reducing errors

How long does setup actually take?

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 30-minute implementation call.

Deliver a customer experience that reduces churn.

Make a great first impression with your onboarding process — and turn new clients into long-term partners through a better start.

Give clients a structured, collaborative launch plan that's easy to use
Shorten time-to-value with a smoother, faster setup that highlights any issues to help you resolve them quickly
Turn new clients into long-term partners through a better start

Pre-configured for onboarding

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

Easy-to-Use Templates

Quickly get up-and-running with easy-to-use templates, supported by Global Tasks.

Multi-User Project Plans

Multi-user project plans with easy invitation and task reassignment when customers add team members.

Intuitive Customer Portal

Custom branding with adjustable colors and custom domains so the portal looks like part of your platform.

Magic Link Login

Magic links so customers don't need new accounts or passwords. They click a link and they're in.

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.

See all integrations

Asana

Domo

Fora

Gmail

HubSpot

Jira

Looker

Microsoft

Notion

Outlook

Pipedrive

Salesforce

Slack

Snowflake