Onboard

Onboard customers faster with Onboard's software enabling B2B Software companies to automate, streamline & organize their customer onboarding and implementation processes.

Languages supported: English

Platforms: Mac, Win, Linux

Price: $$$$$

Business Size: 0

10.0/10 (Expert Score) ★★★★★
Product is rated as #1 in category Client Onboarding Software
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Ease of Setup

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Onboard (https://onboard.io) is Customer Onboarding Software built specifically for customer onboarding teams. Easily organize, automate & manage the customer onboarding process from handoff to launch.

Onboard provides dynamic launch plans (called MAPs), which provide the flexibility your company needs along with a 360 degree visibility for all stakeholders — enabling you to better manage your team and allowing your clients to stay on track and launch faster!

Onboard
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Customer Reviews

Onboard Reviews

Sam M.

Advanced user of Onboard
★★★★★
Big fan of Onboard!

What do you like best?

You can really customize your customer's journey. No matter how many variables there may be between your customers, you can quickly have a whole onboarding flow built out that is tailored to each customers needs based on the factors that you decide!

What do you dislike?

It does everything that it should! There's nothing that I dislike about the functionality, but I am greatly looking forward to upcoming releases.

What problems are you solving with the product? What benefits have you realized?

We were in the process of attempting to build a consistent and repeatable onboarding process for our customers. The product that we are training our customers on, isn't complicated, but there is enough variance in our customer's needs, that building out a plan for each customer was eating up a lot of time. There also wasn't a great way to keep everything consistent from customer to customer, and to keep everyone internally on the same page. We were using a mix of other external tools, but wasting time with data entry etc. Onboard allows us to really consolidate things and to easily see what needs to be done next for each client.

Review source: G2.com

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