Stop treating onboarding like admin work
Starter
Built for a single onboarding owner, limited for teams that need collaboration
Set up a simple onboarding process and move off spreadsheets. Built for a single onboarding owner.
- Paid seats 1
- Contributors Unavailable on Starter
- View-Only Unavailable on Starter
- Customers Unlimited
- Single-user onboarding
- Templates and task management
- Customer portal
- Live discussions and inbox
- Up to 25 active projects
- Unlimited customers
Essentials
Everything most teams need to run onboarding effectively
Turn onboarding into a repeatable system that reduces time-to-value and keeps every customer launch on track.
- Paid Seats 5
- Contributors 5
- View-Only Unlimited
- Customers Unlimited
- 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
Pro
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.
- Paid Seats 10
- Contributors 10
- View-Only Unlimited
- Customers Unlimited
- Everything in Essentials
- Advanced reporting and dashboards
- Executive visibility across onboarding
- Cross-team onboarding at scale
- Advanced permissions and controls
- SSO (single sign-on)
- Custom branding and domain
- Custom integrations
- Priority support
- Early access to new features
Onboarding shouldn’t slow you down
Fix the chaos and turn onboarding into a repeatable system. Schedule a call with us to see how teams launch faster and reduce time-to-value.
Compare Plans & Features
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Features
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Starter
$25 /mo
|
Essentials
$300 /mo
|
Pro
$1,000 /mo
|
|---|---|---|---|
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Usage Limits
|
|||
|
Projects
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25
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Unlimited
|
Unlimited
|
|
Included Paid Seats
|
1
|
5
|
10
|
|
Per seat pricing
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$25/mo
|
$60/mo
|
$100/mo
|
|
Contributors
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N/A
|
5
|
10
|
|
View-only
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N/A
|
Unlimited
|
Unlimited
|
|
Customers
|
Unlimited
|
Unlimited
|
Unlimited
|
|
Core Features
|
|||
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Automated launch plans
|
|||
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Customer portal
|
|||
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Live discussions + inbox
|
|||
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Custom forms
|
|||
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AI Insights
|
|||
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Project types
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1
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Unlimited
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Unlimited
|
|
Advanced Features
|
|||
|
Workflows
|
|||
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SSO
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$50/mo add-on
|
||
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Custom domains
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$50/mo add-on
|
||
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Custom branding
|
|||
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Custom reports
|
|||
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Custom integrations
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Available
|
||
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Integrations
|
|||
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Salesforce integration
|
|||
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HubSpot integration
|
|||
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Slack integration
|
|||
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Zapier integration
|
|||
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All integrations
|
|||
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Security & Compliance
|
|||
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Data security
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Yes
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Yes
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Yes
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SOC 2 compliance
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Yes
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Yes
|
Yes
|
|
Data storage
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Yes
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Yes
|
Yes
|
|
GDPR compliance
|
Yes
|
Yes
|
Yes
|
|
Data export
|
Yes
|
Yes
|
Yes
|
See how this works for your onboarding
We’ll walk through your process and show you exactly how to simplify it.
See Onboard in Action
-
Free 14-day trial
-
SOC 2 Type 2 Compliant
-
Stripe-Powered Checkout
