Why a Focused Onboarding Platform Makes Sense
Most teams piece together onboarding from tools designed for other jobs. As work spreads across systems, ownership blurs, timelines slip, and risk becomes harder to see.
vs. General Project Management
Onboard is pre-configured for customer onboarding from day one. No workflow builds, no separate portals, no account setup friction. Just a system designed for how onboarding actually works.
vs. CRM/CSP Modules
Onboard integrates with your CRM while avoiding complex configuration. Use the best tool for each job, with data linked between systems through pre-built integrations or API.
vs. Customizable Workflow Tools
Workflow tools require expensive setup and ongoing maintenance. Onboard incorporates customer feedback and best practices continuously, so your onboarding system improves without internal projects.
What Makes Onboard.io Different
Most onboarding systems force you to choose: powerful but complicated, or simple but limited.
Onboard.io delivers both.
Launch plans built to scale
Start with templates, add variables for complexity, and maintain consistency with a shared task repository.
A Customer Portal that’s easy to use
Each user gets an easy-to-use "pizza tracker" for their tasks. Teams can collaborate, add members, reassign work, and manage multiple projects simultaneously.
AI That Actually Helps
AI built for real insights, not buzzwords. Our AI capabilities deliver actionable information you can't easily get elsewhere, with unique onboarding-focused features launching soon.
Dynamic Launch Plans
Every onboarding has variables. Products, integrations, regions, stakeholders, and timelines all change from customer to customer.
Onboard accounts for that variability by building launch plans dynamically, based on what each customer actually needs to go live.
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Plans are generated from deal data
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Only relevant work appears
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Plans stay aligned as things change
This keeps your launch plans reliable from day one.
Deadlines You Can Plan Around
In onboarding, deadlines aren’t suggestions. Go-live dates are tied to payroll cycles, launches, contracts, and customer expectations.
When one task changes, the rest of the plan needs to respond immediately.
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Plans start from the launch date
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Dates adjust as work moves forward
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Risk surfaces before launch is threatened
This keeps onboarding plans grounded in real-world deadlines and reduces the last-minute rush that puts launches at risk.
Customer and Stakeholder Visibility
Onboarding involves more than one team. Internal owners, managers, customers, and sometimes partners all need visibility to keep work moving.
When everyone sees a different version of progress, confusion replaces momentum.
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One shared view of progress
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Clear ownership at every step
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Access without friction
Shared visibility removes the need for constant check-ins and status chasing.
Manager and Executive Oversight
As onboarding volume grows, individual launch plans aren’t enough. Leaders need a clear view across all active onboardings to understand capacity, risk, and timelines.
Without that visibility, teams rely on spreadsheets and manual updates to answer basic questions.
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Portfolio-level visibility
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Early risk identification
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Better capacity planning
This gives leaders confidence in what’s happening across onboarding without pulling teams into constant reporting.
Built to Fit Your Stack
Onboarding doesn’t exist in isolation. It starts with sales, touches operations, and runs alongside the tools your teams already rely on.
Onboard is designed to seamlessly connect to the systems you already use.
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CRM-driven kickoff
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Works where teams already communicate
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No rip-and-replace required
This makes it easy to bring Onboard into your stack without disrupting the systems your teams already trust.
Who Onboard Is Built For
Onboard is designed for teams where onboarding is tightly linked to revenue timing, customer outcomes, and long-term trust.
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Scaling SaaS and services teams
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Deadline-driven organizations
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Multi-stakeholder onboarding teams
If onboarding impacts revenue timing, customer confidence, or delivery commitments, we built this for you.
Frequently Asked Questions
Can we control what customers see vs. what's internal?
Yes. Mark any task as "internal only" and customers won't see it—including discussions, attachments, or any trace it exists. You maintain complete control over visibility.
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.
How does the customer portal work?
Customers get a clean, branded portal showing their tasks, timeline, and progress. They can collaborate, upload files, and invite team members - no login required!
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.
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.
What visibility do managers get?
Portfolio and Project dashboards show which projects are on track or at risk, team capacity, average time-to-launch, and bottleneck identification. Customizable - track the metrics that matter to your business. All in real-time, without pulling teams into status meetings.
Can we handle different types of onboarding?
Absolutely. Create different templates for different customer segments, product lines, or implementation phases. One flexible platform scales across all your onboarding scenarios.
What if we're currently using spreadsheets or email?
Perfect starting point. We'll help you transpose your existing process into Onboard during implementation - no need to reinvent how you work, just systematize it.
See Onboard in Action
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The fastest way to understand Onboard is to see it applied to a real onboarding workflow.
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Our demo shows how launch plans assemble, how timelines stay aligned, and how visibility holds from handoff to go-live.
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Onboard gives teams a single system to manage onboarding from contract to launch. No spreadsheets, guesswork, or constant follow-ups.
See Onboard in Action
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See Onboard applied to a real onboarding workflow
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Watch how launch plans assemble, timelines stay aligned, and visibility flows from handoff to go-live
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One system to manage onboarding from contract to launch - no spreadsheets or constant follow-ups
