About Onboard
Onboard is an onboarding and implementation platform designed to organize, automate, and manage the client journey from handoff to launch. It targets customer onboarding, customer success, and customer implementation teams, serving organizations that need a unified solution to accelerate launches and reduce delays.
Key Features
Its core capabilities include:
Launch Plan Generation
Automatically generates customized launch plans for each client, mapping required tasks and milestones to save time and accelerate time-to-value.
Automated Due Dates
Automatically assigns and tracks due dates across stakeholders to keep projects on schedule.
Auto–track Progress
Monitors onboarding progress and provides visibility across teams and customers to support timely launches.
Role Assignment
Allocates tasks to team members based on roles to streamline coordination.
Summary
For onboarding, success, and implementation teams, the platform combines automated launch plans, task automation, and cross-stakeholder visibility to offer a structured, auditable process that reduces delays and accelerates time-to-value without relying on static templates.
Pricing
View pricingStarter
$25/mo / Per month, billed monthly
- Automated launch plans
- Customer portal
- Live discussions + inbox
- AI Insights
- 25 projects
Essentials
$300/mo / Per month, billed monthly
- Salesforce/HubSpot integration
- Slack integration
- Unlimited project types
- Workflows
- 250 projects
Pro
$1,000/mo / Per month, billed monthly
- SSO
- Custom domains
- Custom reports
- Custom integrations
- 500 projects
