onboard.io

Customer onboarding software designed to streamline, automate, and efficiently manage client onboarding and implementation processes.

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About onboard.io

Onboard.io is an advanced customer onboarding platform tailored for modern customer success teams. It simplifies organizing, automating, and overseeing client onboarding from initial handoff to successful launch. With comprehensive visibility, collaboration features, and automation, the platform helps reduce customer churn, accelerate time-to-value, and enhance overall onboarding efficiency.

How to Use

Leverage Onboard.io to design tailored onboarding plans, assign roles, set automated deadlines, monitor progress, and facilitate stakeholder collaboration through a shared customer portal. The platform seamlessly integrates with your existing CRM and other tools for a unified onboarding experience.

Features

Collaborative onboarding tools

Seamless CRM and third-party integrations

Complete visibility for stakeholders

Workflow automation capabilities

Automated onboarding plan creation

Customizable customer portal interface

Use Cases

Minimizing customer churn

Enhancing client onboarding experience

Streamlining implementation workflows

Accelerating time-to-value for clients

Managing large-scale client onboarding

Best For

Customer Success TeamsClient Implementation DepartmentsOnboarding SpecialistsLarge-scale onboarding projectsEnterprise Customer Teams

Pros

Flexible, customizable onboarding plans

Enhanced visibility and team collaboration

Improved customer satisfaction

Streamlined onboarding workflows

Integrates smoothly with existing systems

Automates routine tasks to save time

Cons

Pricing may be challenging for small businesses

Advanced customization options limited to enterprise plans

Initial setup and configuration require effort

Pricing Plans

Choose the perfect plan for your needs. All plans include 24/7 support and regular updates.

Scale

$499/month

Ideal for growing small to mid-sized businesses, billed annually

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Enterprise

$1199/month

Designed for large onboarding teams within enterprise organizations, billed annually

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Custom

Custom pricing

Suitable for unique requirements and complex integrations; contact us for a personalized quote

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Frequently Asked Questions

Find answers to common questions about onboard.io

Is there a free trial available?

Yes, we offer a 7-day free trial. Sign up easily to experience all features firsthand.

Are there discounts for startups?

We offer startup discounts based on company size and funding. Contact us to learn more!

What differentiates the available plans?

The Scale plan suits small to midsize businesses focusing on collaboration. The Enterprise plan is designed for large teams and complex needs. Custom plans are tailored for specific requirements and integrations.

Can I integrate Onboard.io with my existing CRM?

Absolutely. Onboard.io seamlessly integrates with popular CRMs and other tools to streamline your onboarding process.

Is onboarding automation customizable?

Yes, automation workflows can be tailored to fit your specific onboarding procedures and business needs.