Onboard
Streamline customer onboarding to reduce churn and improve implementations
Target Audience
- Customer Success Managers
- Onboarding Specialists
- SaaS Companies
- Professional Services Teams
Hashtags
Overview
Onboard helps teams organize and automate client onboarding processes from handoff to launch. It replaces generic templates with customized launch plans, saving time while improving customer experience. The platform gives real-time visibility to all stakeholders, helping teams deliver faster time-to-value.
Key Features
Custom Launch Plans
Automatically generates unique implementation roadmaps per client
Progress Tracking
Real-time visibility into tasks and deadlines across teams
Workflow Automation
Reduces manual follow-ups with automated reminders
Multi-Stakeholder View
Shared workspace for internal teams and clients
Use Cases
Manage client implementation timelines
Collaborate across internal/external teams
Automate customer task reminders
Track onboarding success metrics
Pros & Cons
Pros
- Customizable workflows for unique client needs
- Real-time progress tracking dashboard
- Reduces repetitive administrative tasks
- SOC 2 Type 2 compliant security
Cons
- Primarily focused on onboarding teams (less useful for other departments)
- Requires initial setup for optimal automation
Pricing Plans
Starter
monthlyFeatures
- Basic onboarding workflows
- Team collaboration tools
- Progress tracking
Growth
monthlyFeatures
- Advanced automation
- Custom reporting
- Priority support
Pricing may have changed
For the most up-to-date pricing information, please visit the official website.
Visit websiteFrequently Asked Questions
Can Onboard handle complex client implementations?
Yes, it creates customized launch plans for each client's unique requirements
How does automation save time?
Auto-generates tasks, sets due dates, and sends reminders automatically
Is there a free trial?
Yes, 7-day trial available with full feature access
Reviews for Onboard
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