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onboard.io

★4
💬252
💲Paid

Onboard.io streamlines client onboarding with automated launch plans, 360° visibility, and collaboration tools. It integrates with existing systems to reduce churn and improve customer time-to-value for success teams.

💻
Platform
web
Client ImplementationCollaborationCustomer ExperienceCustomer OnboardingCustomer SuccessProject ManagementSaaS

What is onboard.io?

Onboard.io is customer onboarding software designed for modern customer success teams. It organizes, automates, and manages client implementations from handoff to launch, providing 360° visibility, collaboration tools, and automation to streamline processes, reduce churn, and improve time-to-value.

Core Technologies

  • Workflow Automation
  • Project Management
  • Collaboration Tools

Key Capabilities

  • Organize client implementations
  • Automate onboarding workflows
  • Manage customer onboarding
  • Provide 360° visibility
  • Enable stakeholder collaboration

Use Cases

  • Streamlining customer onboarding process
  • Reducing customer churn
  • Improving time-to-value for customers
  • Managing client implementations
  • Enhancing customer experience

Core Benefits

  • Improved visibility and collaboration
  • Automation of routine tasks
  • Enhanced customer experience
  • Efficient launch plans
  • Integration with existing systems

Key Features

  • Automated Launch Plan Generation
  • 360° Visibility for Stakeholders
  • Collaboration Tools
  • Workflow Automation
  • Customizable Customer Portal
  • Integrations with CRM and other tools

How to Use

  1. 1
    Create customized launch plans
  2. 2
    Assign roles and automate due dates
  3. 3
    Track progress with 360° visibility
  4. 4
    Collaborate via shared customer portal
  5. 5
    Integrate with existing CRM and tools

Pricing Plans

Scale

$499/mo
Best for growing small to mid-sized businesses, paid annually

Enterprise

$1199/mo
Best for one or more large onboarding teams, paid annually

Custom

Custom
Best for unique use cases & complex integrations, reach out for pricing

Frequently Asked Questions

Q.Do you offer a trial?

A.Absolutely. Our trials are 7 days and you can sign up here: Onboard Free 7 Day Trial.

Q.Do you offer startup discounts?

A.We do offer startup discounts. There are size and fundraising limitations. Please reach out to learn more!

Q.What is the difference between the plans available?

A.The Scale plan is for small to midsized businesses with high-growth. The Enterprise plan is for large onboarding teams. Custom plans are for unique scenarios or complex integrations.

Q.Is Onboard.io suitable for small businesses?

A.The Scale plan is best for growing small to mid-sized businesses, paid annually.

Q.Can Onboard.io integrate with existing tools?

A.Yes, it integrates with existing CRM and other tools to streamline the onboarding process.

Pros & Cons (Reserved)

✓ Pros

  • Improved visibility and collaboration
  • Automation of routine tasks
  • Customizable launch plans
  • Integration with existing systems
  • Enhanced customer experience
  • Efficient launch plans

✗ Cons

  • Pricing may be a barrier for some small businesses
  • Some customizations only on enterprise plan
  • Requires initial setup and configuration

Alternatives

No alternatives found.