onboard.io

Onboard.io offers a customer portal where clients can view tasks, complete forms, upload files, and ask questions. The project dashboard provides a shared view of status and progress, allowing teams to identify blockers and nudge overdue tasks. The KPI dashboard gives real-time visibility into onboarding health with configurable metrics and thresholds. Automation features include auto-generating templates, tasks, and timelines for each new client, reducing manual admin. The platform comes with easy-to-use templates, multi-user project plans, an intuitive customer portal with custom branding, and magic link login for customers. It integrates with 100+ apps including Salesforce, HubSpot, Slack, and Zapier.

Onboard.io is used by B2B teams to manage client onboarding and implementation. It provides total visibility over every client launch, helping to spot bottlenecks early and keep projects moving. Teams can automate onboarding from day one with repeatable workflows, shortening setup time and reducing errors. The platform delivers a consistent, professional onboarding experience at any scale, which helps reduce churn by making a great first impression and shortening time-to-value. It is suitable for teams that want to replace generic project management tools with a purpose-built solution.

Onboard.io offers three plans: Starter at $25/month for individual users, Essentials at $300/month for teams, and Pro at $1,000/month for teams running onboarding at scale. All plans include unlimited customers. Annual billing saves 10%, bringing prices to $23, $270, and $900 per month respectively. A free trial is available: 30 days for Essentials and 14 days for Starter, with no credit card required.