Task Organization
Virtual Training
Customer Management
Team Management
Automated Map Creation
Automated Due Dates
Automated Reminders
Time Tracking
Workflows
Customer Collaboration via OUTBOARD
Task Discussions
Custom Forms
3rd Party Integrations
salesforce, Hubspot, Slack
salesforce, Hubspot, Slack
API/Webhook Access
Custom Branding
Custom sending domain and removal
of Onboard branding
Custom sending domain and removal
of Onboard branding
Designated CSM
Custom Development / Reporting / Integrations
Task Organization
Virtual Training
Customer Management
Team Management
Automated Map Creation
Automated Due Dates
Task Dashboard
Workflows
Coming Soon
Coming Soon
Customer Collaboration via OUTBOARD
Task Discussions
3rd Party Integrations
API Access
Custom Branding
Designated CSM
Custom Reporting
Task Organization
Virtual Training
Customer Management
Team Management
Automated Map Creation
Automated Due Dates
Time Tracking
Workflows
Coming Soon
Coming Soon
Customer Collaboration via OUTBOARD
Task Discussions
3rd Party Integrations
Salesforce, Hubspot, Slack
Salesforce, Hubspot, Slack
API Access
Custom Branding
Designated CSM
Custom Reporting
Task Organization
Virtual Training
Customer Management
Team Management
Automated Map Creation
Automated Due Dates
Task Dashboard
Workflows
Coming Soon
Coming Soon
Customer Collaboration via OUTBOARD
Task Discussions
3rd Party Integrations
API Access
Custom Branding
Designated CSM
Custom Reporting
Frequently Asked Questions
If we still haven't convinced you, take a look at our most frequently asked questions or feel free to reach out!
Do you offer a trial?
Absolutely. Our trials are 7 days and you can sign up here: Onboard Free 7 Day Trial.
Do you offer startup discounts?
We do offer startup discounts. There are size and fundraising limitations. Please reach out to learn more!
What is the difference between the plans available?
The Scale plan is meant for small to midsized businesses with high-growth that want to collaborate with clients, and manage their customer onboarding team from within one solution. The Enterprise plan is meant for Enterprise organizations looking to manage one or more large onboarding teams. Custom plans can be built based on unique scenarios or complex integrations.
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