Onboard - Customer Onboarding Software for Success Teams

Onboard - Customer Onboarding Software for Success Teams is an all-in-one onboarding platform designed to give modern success teams visibility, automation, and collaboration across customer implementations. It provides real-time launch plans, customizable workflows, and a centralized portal for customers, enabling faster time-to-value, reduced churn, and consistent onboarding experiences. The platform integrates with major CRMs and collaboration tools and supports automated, dynamic launch plans that adapt to each customer’s data.

How Onboard Works

1. Create automated, customized launch plans for each customer based on CRM data and defined milestones.
2. Automatically generate due dates, track progress, and assign roles to team members and customers.
3. Centralize collaboration with a shared workspace, conversations, file attachments, and custom forms.
4. Integrate with your existing tools (CRM, Slack, and 100+ apps) to streamline workflows and reduce manual follow-ups.
5. Monitor onboarding and implementation progress through a unified dashboard and customer portal.

Key Use Cases

• Manage client implementations with transparent visibility for all stakeholders.
• Automate onboarding tasks, reminders, and handoffs to ensure consistent delivery.
• Improve customer experience by delivering a branded, end-to-end onboarding journey.
• Track metrics like Time-to-Launch to continuously optimize processes.

Features and Capabilities

• 360° visibility across stakeholders with real-time launch plans
• Automated, dynamic launch plan generation tailored to each customer
• Auto-generated due dates and progress tracking
• Role-based access control and automatic task assignments
• One-view collaboration for internal and customer teams
• Custom journeys and workflows for each phase of onboarding
• Customer portal with branded experience, inbox, and overview
• Integrations with CRM, Slack, and 100+ apps (e.g., Salesforce, HubSpot, Slack, Zapier, Asana, Workato, Chrome)
• AI insights and customer surveys to optimize onboarding outcomes
• Templates and playbooks replaced by automated, data-driven launch plans
• Event-driven workflows (e.g., task completed, onboarding delayed) for automation
• Sign-in via magic link for effortless customer access
• Custom domains, branding, and SSO options for enterprise needs
• Time-to-Value metrics and post-onboarding analytics

Why Teams Choose Onboard

• All-in-one solution that consolidates onboarding, implementation, and customer success activities
• Reduces manual follow-ups and email threads with automated workflows
• Improves collaboration by keeping everyone on the same page from kickoff to launch
• Scales with your organization while maintaining a personalized onboarding experience for each customer

Safety and Best Practices

• Onboard emphasizes transparency and accountability to ensure on-time launches and consistent experiences across customers.