Onboarding That Delivers.
For Your Customers, and for You.
Powerful enough to run complex onboarding. Simple enough to use every day. Onboard.io helps teams get customers up-and-running, manage projects, and launch with confidence and clarity.
Onboarding Without Transparency Creates Invisible Risk
Most onboarding failures aren’t dramatic. A launch date slides. Ownership gets fuzzy. The next step stalls. Internally, everything still feels “under control.”
When onboarding runs on spreadsheets, email threads, disconnected tools or software which hasn’t been properly configured, issues can stay hidden. The cost only shows up later. Onboard.io provides clarity through integrated interfaces.
Onboarding That’s Powerful and Scalable, but Also easy to Use,
for Both You and Your Customers
for Both You and Your Customers
Total visibility over every client launch
Know exactly where each onboarding project stands at-a-glance. Don’t let delays turn into unhappy customers and/or revenue risk.
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Track tasks, owners, and deadlines in one screen to clarify ownership
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Spot bottlenecks early and keep projects moving before timelines drift
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Teams and clients get instant clarity — no manual updates required
Automate your onboarding from day one
Build repeatable workflows that are easy for your customers to complete and scale as your volumes grow.
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Auto-generate templates, tasks and timelines for each new client, shortening setup time and reducing errors
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Cut manual admin so your team can focus on execution instead of upkeep
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Deliver a consistent, professional onboarding experience at any scale
Deliver a customer experience that reduces churn
Make a great first impression with your onboarding process!
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Give clients a structured, collaborative launch plan that’s easy to use
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Shorten time-to-value with a smoother, faster setup which highlights any issues to help you resolve them quickly
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Turn new clients into long-term partners through a better start
Onboarding Software That Works Out of the Box
Configuring generic project tools for onboarding is expensive and time-consuming. Onboard comes ready with purpose-built workflows, so teams launch faster without setup overhead.
Connect Your CRM to 100+ Other Apps
Integrations for modern success and onboarding teams
Salesforce
HubSpot
Slack
Zapier
Pipedrive
Asana
Zoho
Outlook
Microsoft
Gmail
Twilio
Notion
Zoom
Jira
Fora
Snowflake
Tableau
Looker
Domo
Salesforce
HubSpot
Slack
Zapier
Pipedrive
Asana
Zoho
Outlook
Microsoft
Gmail
Twilio
Notion
Zoom
Jira
Fora
Snowflake
Tableau
Looker
Domo
Salesforce
HubSpot
Slack
Zapier
Pipedrive
Asana
Zoho
Outlook
Microsoft
Gmail
Twilio
Notion
Zoom
Jira
Fora
Snowflake
Tableau
Looker
Domo
Salesforce
HubSpot
Slack
Zapier
Pipedrive
Asana
Zoho
Outlook
Microsoft
Gmail
Twilio
Notion
Zoom
Jira
Fora
Snowflake
Tableau
Looker
Domo
Salesforce
HubSpot
Slack
Zapier
Pipedrive
Asana
Zoho
Outlook
Microsoft
Gmail
Twilio
Notion
Zoom
Jira
Fora
Snowflake
Tableau
Looker
Domo
Salesforce
HubSpot
Slack
Zapier
Pipedrive
Asana
Zoho
Outlook
Microsoft
Gmail
Twilio
Notion
Zoom
Jira
Fora
Snowflake
Tableau
Looker
Domo
Frequently Asked Questions
How quickly can we get started?
Most teams launch their first customer onboarding within an hour of signing up. We help you set up your templates, configure any integrations, and train your team in a single implementation call.
How is this different from project management tools?
Unlike generic tools that require weeks of setup and customization, Onboard comes pre-configured for customer onboarding. Create dynamic templates that automatically adapt to each customer's needs - no manual copying or adjusting required.
Does Onboard integrate with our CRM?
Onboard integrates with Salesforce, HubSpot, and Zoho. When deals close in your CRM, we automatically create customized onboarding projects with the customer data already populated. You can also use Onboard standalone without any integrations.
Is Onboard secure?
Yes. Onboard is SOC 2 compliant with enterprise-grade security including data encryption, SSO support, and customizable access controls.
What training and support do you provide?
We conduct live training sessions with your team during implementation and provide ongoing support. You can book follow-up training anytime we don't gatekeep our calendar.
Do you offer a free trial?
Yes. Try Onboard free for 30 days or up to two live customer onboardings - whichever comes first. This lets you test with real projects, not just a sandbox. No credit card required.
How much does Onboard cost?
Pricing starts at $25 per internal team member per month. Customer seats are always unlimited- we only charge for your team members who manage onboarding projects. No long-term contracts required.
How can I see Onboard in action?
Book a 30 minute call where we'll walk through the platform using examples tailored to your specific onboarding process. We'll show you how templates work, what your customers see, and how automation can eliminate manual work.
Change the Way You Onboard Customers Forever
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Free 14-day trial
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SOC 2 Type 2 Compliant
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Stripe-Powered Checkout
