Onboard

Founded by Michael Herzig in 2020

Manage & automate customer onboarding and implementation

Cost

Free trial, Paid

Rating

★ People love it

Time to value

Quick Setup (< 1 hour)

You can use Onboard to manage customer onboarding and implementation processes from handoff to launch. It creates automatic, customized launch plans for each client based on CRM data, automates routine tasks like email reminders and progress tracking, and provides visibility across teams and customers. The software includes customer portals, role-based access controls, workflow automation, and integrations with CRM systems. Teams can collaborate through discussions, file attachments, and meeting scheduling while tracking metrics like time-to-launch.

What Onboard does

Create automated launch plans based on customer dataTrack progress across multiple client implementationsAssign tasks to team members and customers automaticallySend automated reminders and follow-up communicationsGenerate branded customer portals with project visibilityMonitor time-to-launch metrics and identify bottlenecksCoordinate discussions and file sharing between teamsSet up workflow triggers for completed tasks and delaysAutomatically generates customized launch plans from CRM dataCreates branded customer portals with progress trackingAutomates due dates and task assignments based on completionProvides 360-degree view of all client onboarding progressSends passwordless magic links for customer accessTracks time-to-launch metrics and performance insightsEnables bulk date changes and dynamic task schedulingSupports custom workflows triggered by specific events