Onboard.ioManage & automate customer onboarding and implementation

Onboard - Customer Onboarding Software for Success Teams

Introduction

Onboard is a world-class customer onboarding solution designed to help success teams organize, automate, and manage the client onboarding and implementation experience from handoff to launch. With Onboard, you can reduce customer churn and ensure a seamless onboarding process.

Key Features

• Visibility: 360° visibility for all stakeholders with real-time updates on tasks, due dates, assignments, and the entire launch plan.
• Management: Custom launch plans that integrate with your systems, providing an all-in-one, scalable platform.
• Collaboration: A centralized platform for all stakeholders to view relevant information, eliminating the need to sift through call notes and old emails.
• Automation: Customized and dynamic launch plans tailored to each customer, eliminating one-size-fits-all task lists.
• Organization: Streamline and standardize your customer onboarding process for consistency and repeatability across your team.

Use Cases

• Customer Journey Mapping: Create a customized experience for each customer to enhance their journey with your product or service.
• Digital Adoption: Increase adoption rates, reduce churn, and ensure customer success with effective onboarding.
• Client Implementations: Modernize client implementations with transparency, visibility, and accountability to keep projects on track and on time.
• Customer Experience: Set the tone for new customers with a stellar onboarding process that leaves a lasting impression.

Pricing

Onboard offers a variety of pricing plans to suit different business needs. Start with a free 7-day trial to experience the benefits firsthand. For detailed pricing information, please visit our pricing page.

Teams

Onboard is built for modern success teams, providing the framework and structure to manage client onboarding and implementation processes effectively. The platform supports role-based access, all-in-one collaboration, and innovative tools to improve outcomes. Integrations with popular tools like Salesforce, HubSpot, Slack, and more ensure seamless workflow management.

Experience the future of customer onboarding with Onboard. Get started today and see the difference it can make for your team and your customers.