Founded by Michael Herzig in 2020
Manage & automate customer onboarding and implementation
Pricing model
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
Pricing breakdown
Pricing model: Free trial, Paid
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