A Customer Portal That's Both Easy-to-use and Powerful for Multi-user Teams
A place for customers to see what’s next, what’s overdue, and what’s done. No extra logins or status chasing.
Powerful task functionality
Onboard.io’s tasks can do a lot! From displaying videos to showing documents to letting your customers fill-in smart forms/adding attachments, each task can support a lot of use cases and functionality.
Time tracking
If you need to track time spent on tasks, whether internally, externally or both, Onboard.io supports this as an easy step in the Customer Portal.
Instant access with magic links
When you invite a customer to a project, they receive an email with a secure magic link. Clicking the link opens the portal instantly, with no setup required
If they’ve been invited to multiple projects, they’ll see them all in one place and can switch between them as needed.
Discussions That Stay with the Work
Customers can ask questions and discuss tasks directly in the platform. This keeps communication tied to the actual work, reducing confusion and eliminating email back-and-forth.
Smart Notifications - Fully Customizable to Your Workflow
Email and Slack notifications are fully configurable- from individual task reminders to daily or weekly digests. We'll help set up notifications that work best for your customers, who can complete tasks directly from email without logging in.
