- Starting price
- $25/mo
- Website
- onboard.io
About Onboard
Onboard is an onboarding and implementation platform that helps teams organize, automate, and manage the client journey from handoff to launch. It targets customer onboarding, customer success, and customer implementation teams in organizations that need a single platform to accelerate launches and cut delays.
Key Features
Onboard helps onboarding, success, and implementation teams replace spreadsheets with a repeatable process and real-time visibility. By automating launch plans, task assignments, and progress tracking, it keeps customer implementations on schedule:
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 in real time 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
Best for onboarding, customer success, and implementation teams at software vendors and services firms that manage multi-step customer launches.
Pricing
View pricingPlans and prices as listed on onboard.io as of Sep 24, 2026.
Starter
$25 / mo
- No. of seats included (by user type): Paid seats 1, Contributors Unavailable on Starter, View-Only Unavailable on Starter, Customers Unlimited
- Single-user onboarding
- Templates and task management
- Customer portal
- Live discussions and inbox
- Up to 25 active projects
- Unlimited customers
Essentials
$300 / mo
- No. of seats included (by user type): Paid Seats 5, Contributors 5, View-Only Unlimited, Customers Unlimited
- Multi-user onboarding
- CRM integrations (Salesforce, HubSpot)
- Slack integration
- Workflows and automation
- Customer portal
- Templates and task management
- Unlimited customers and projects
- Centralized onboarding workspace
Pro
$1,000 / mo
- No. of seats included (by user type): Paid Seats 10, Contributors 10, View-Only Unlimited, Customers Unlimited
- Everything in Essentials
- Advanced reporting and dashboards
- Executive visibility across onboarding
- Cross-team onboarding at scale
- Advanced permissions and controls
- SSO (single sign-on)
- Custom branding and domain
- Custom integrations
- Priority support
- Early access to new features
