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Onboard.io

freemium

Onboarding That Delivers. For Your Customers, and for You.

9.8k monthly visits
Project Management
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onboard.io website

Onboard.io is a customer onboarding platform that helps teams manage and automate client implementations. It provides a centralized workspace with a Customer Portal for clients to complete tasks, a Project Dashboard for tracking progress and bottlenecks, and a KPI Dashboard for real-time onboarding health metrics. Onboard.io replaces spreadsheets and generic project management tools with pre-built templates, multi-user project plans, and magic link login. It supports workflow automation to scale onboarding, integrated CRM connections (Salesforce, HubSpot), and integrations with over 100 apps. The platform is SOC 2 compliant, offers a free trial, and is designed to reduce time-to-value and churn by delivering a structured, transparent onboarding experience.

Key Benefits

  • Provides total visibility over all client onboarding projects with real-time dashboards
  • Automates onboarding workflows with templates and integration triggers
  • Easy to set up and use, with a customer-friendly portal and magic link login
  • Supports integrations with major CRMs and over 100 apps via Zapier

starting price

$23/mo/ yearly(starter)

tags
AutomationCustomer SuccessCustomer Onboarding
integrations
salesforcehubspotslackzapierpipedriveasana
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