It's time for client implementations to be collaborative and visible from all sides. Let's modernize client implementations with transparency, visibility & accountability—so it can be on track & on time—just like the sales rep promised 😉
Onboard provides the repository to list all repeatable tasks (internal AND external) and are appropriately pulled into client launch plans based on their unique requirements learned in the sales process. Yes, it can be pulled from your CRM automatically!
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.
Collaboration is meant to stay in Onboard, enabling threaded discussions so questions, comments and updates are organized -- at the task level.
Organized and efficient
Leverage custom notifications (with merge tags) & spend less time with redundant tasks so you can focus energy on making customers successful!
On task & on time
Track every step in the implementation process from start to 'go-live'. Monitor timelines and achieve target launch dates to deliver value faster. On task & on time, every time.
Change the way you onboard customers forever
14-day trial. Instant activation, no credit card required. Everyone on the same page starts today.