Manual onboarding = missed deadlines. Automate it.
Stop wasting hours on repetitive client onboarding. Templates that build themselves, tasks that assign themselves, customers that update themselves — so launches happen on time.
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30-day free trial
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No credit card
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Live in under an hour
Every onboarding repeats the same 30 tasks. Your team copies them by hand into a new spreadsheet, rebuilds the same templates, and chases the same updates from customers — every single time. That's not a process. That's a tax.
Three things your team stops doing the day you switch.
Onboard automates the repetitive work that fills your team's day — the template-rebuilding, the task-assigning, the customer-chasing — so your launches happen on time without burning hours.
Your team stops rebuilding the same plan from scratch.
Every customer type gets a template that adapts itself — variables fill in tasks, due dates, and owners automatically. Setup goes from 4 hours to 4 minutes.
Your team stops doing kickoff data entry.
When a deal closes in HubSpot or Salesforce, Onboard creates the project, invites the customer, and assigns the first tasks — automatically. Your team starts day one already at "in progress."
Your team stops being the chase team.
Customers self-serve through the magic-link portal. They see what's overdue, upload files, and answer questions without you sending another "just checking in" email.
Powerful enough to automate the work, simple enoughto use every day.
Templates, triggers, and customer-facing portals — all working together to take repetitive work off your team's plate.
Automate your onboarding from day one.
Build a template once. Every new customer gets a launch plan with tasks, owners, and timelines auto-generated. Your team focuses on execution, not setup.
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Auto-generate templates, tasks and timelines for each new client — no copy-paste from old projects
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Trigger projects automatically when deals close in HubSpot or Salesforce
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Customer-facing portal handles updates, file uploads, and questions without your team
Total visibility — without status meetings.
Every project's progress, owner, and risk status updates in real time. Your dashboard shows you what needs attention before someone has to email you about it.
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Track tasks, owners, and deadlines in one screen — no spreadsheet syncing required
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Spot bottlenecks early and keep projects moving before timelines drift
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Customers and teams get the same view — no manual update emails, no "where are we?" meetings
Customers self-serve. You stop chasing.
A magic-link portal gives customers everything they need to complete onboarding without your team holding their hand — or sending another follow-up email.
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One click. No password. Customers see their tasks, timeline, and what's overdue
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They upload files, fill out forms, and ask questions in the same portal — no email tag
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You get notified when they finish a task. They get nudged when they don't
Onboarding software that automates itself.
Setting up automation in generic project tools takes weeks. Onboard comes ready with the workflows already built — so your first automated onboarding launches today, not next quarter.
Self-Building Templates
Templates with conditional logic — variables fill in tasks, dates, and owners automatically per customer.
CRM Triggers
Deal closes in HubSpot or Salesforce → onboarding project starts. No manual handoff, no missed kickoffs.
Self-Serve Customer Portal
Customers complete tasks, upload files, and ask questions without your team chasing them down.
Magic Link Login
No accounts. No password resets. No "I can't log in" support tickets. Customers click 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.
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
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.
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.
Can we control what customers see vs. what's internal?
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.
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.
