Integrations
Connect your CRM & Slack
or 100+ other apps
Integrations for modern success and onboarding teams
Salesforce
HubSpot
Slack
Zapier
Asana
Workato
.svg){kind=icon}
Chrome
Onboard better
👋 Goodbye Playbooks
Playbooks and spreadsheets are the OLD WAY to create launch plans. Leverage Onboard's automated dynamic launch plans, determined from your CRM data.
No more maintaining & versioning spreadsheets
No more "what's next?" emails
No more compromising your process
No more disjointed threads and documents
Say hello to Onboard automated launch plans
Onboard's automation features to allow you to create consistent, repeatable onboarding processes for each customer without sacrificing flexibility. Due dates can be auto-generated, moved in bulk, and dynamically set based on other tasks getting completed.
STREAMLINE & AUTOMATE WITH POWERFUL WORKFLOWS
Workflows and Customizations
Custom workfows available. You can create workflows yourself, or get Onboard's help.
The onboarding tool your customers will actually love (no joke)
Once you use Onboard, you'll never want to go back.
Reviews and Testimonials
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
This is some text inside of a div block.
This is some text inside of a div block.
We love using Onboard. As soon as we set it up, we realized the value of getting organized, automating our processes and managing our onboarding specialists.
Robert Camarillo
NoiseAware
Onboard.io clearly outlines all tasks needed to properly onboard a client. The easy-to-use interface is visually appealing and allows users to quickly identify tasks that prevent clients from completing the onboarding process..
John Nielsen
Hatch (YC)
Onboard allows our team to provide a consistent onboarding experience and provides an amazing customer experience that translates to higher growth potential. With Onboard we are able to have easy and quick visibility into all our implementations which is helpful for resource planning purposes.
Cindy D.
VP, Customer Success
Each one of our partners goes through a rigorous implementation process that includes a significant number of steps, requires consistent communication, and has us exchanging many documents with partners. Onboard has helped us manage all of this with an easy-to-use platform that our partners have given us positive reviews on
Larry H
Assistant VP, Partner Success
The ability to engage internal teams and customers is huge for us. I love the team at Onboard! They're always willing to listen and also talk through scenarios to determine best path. They also understand the challenges onboarding teams face as they too have been in our shoes.
Angela G.
Customer Success Leader
You can really customize your customer's journey. No matter how many variables there may be between your customers, you can quickly have a whole onboarding flow built out that is tailored to each customers needs based on the factors that you decide!
Sam M
Onboarding Pro
Change the way you onboard customers forever
Everyone on the same page starts today.
Ready to start? Kick off your
14-day free trial
