Bring Everyone Together, with Onboard.io
It's time for client implementations to be collaborative and visible from all sides. Let's improve client implementations with transparency, visibility & accountability - so it can be on track & on time.
One global task list to rule them all
Onboard provides the repository to list all repeatable tasks (internal AND external) and are appropriately pulled into client launch plans based on their unique requirements learned in the sales process. Yes, it can be pulled from your CRM automatically!
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Rich content can be preloaded
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Dependencies can be set consistently
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User roles can be pre-allocated
Visibility and transparency for all
No longer are the days where tasks are hidden and the path forward is only known by few. Transparency breeds trust, and trust is the foundation for long-term customer relationships.
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Shared Project Dashboards
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Simple yet powerful interfaces
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Multiparty team management
Simple collaboration
Collaboration is meant to stay in Onboard, enabling threaded discussions so questions, comments and updates are organized -- at the task level
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In-app messaging platform
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Configurable notifications
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Ability to invite new team members
Organized and efficient
Leverage custom notifications (with merge tags) & spend less time with redundant tasks so you can focus energy on making customers successful!
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Flexible communications
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Insight into key metrics
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Everything tracked in one place
See Onboard in Action
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Free 14-day trial
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SOC 2 Type 2 Compliant
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Stripe-Powered Checkout
