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Software Status:Active

About OnBoard

OnBoard is an onboarding and implementation software from Onboard Software that helps organize, automate, and manage the client onboarding process for modern customer success teams. It provides features such as 360° onboarding, efficient launch plans, and collaborative tools so that all team members are aligned from the start. The platform is designed to simplify the onboarding use for new clients and ensure that critical information is easily accessible. With OnBoard, teams can track progress, assign tasks, and communicate effectively throughout the onboarding process. Key capabilities: 360° onboarding efficient launch plans task management team collaboration progress tracking Best for: customer success teams that need to manage and simplify the client onboarding process.

OnBoard Details

Vendor
Onboard Software
Year Launched
2020
Location
Birmingham, Michigan, United States
Deployment
cloud
Training Options
videos, live online
Countries Served
All Countries
Languages
English
Users
Small Businesses, Large Enterprises, Customer Success Teams, Implementation Teams
Industries Served
Technology, Healthcare, Finance, Education, Non-Profit
Tags
Onboarding, Customer Success, Task Management, Collaboration, Automation

OnBoard's In-App Market Place

Does OnBoard have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

1

Mini Apps

N/A

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

Usd ($), Eur (€), Gbp (£)

Pros & Cons

  • User-Friendly Interface: Easy to navigate and use.
  • Comprehensive Features: Covers all aspects of onboarding.
  • Customizable: Highly customizable to fit specific needs.
  • Strong Support: Excellent customer support options.
  • Secure: High level of data security and compliance.
  • Cost: Can be expensive for small businesses.
  • Learning Curve: Some features may have a steep learning curve.
  • Integration Limitations: Limited number of integrations compared to competitors.

OnBoard's Support Options

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