Onboard

A customer onboarding platform that replaces spreadsheets and email with a structured system for managing client implementations. It provides project dashboards, a customer portal, and automation to track tasks, deadlines, and ownership. The software is designed for B2B post-sale teams, including customer success, implementation, and onboarding professionals, in mid-market and enterprise companies. It is delivered as a SaaS solution with pre-built templates and integrations, positioning itself as a purpose-built alternative to generic project management tools.

Key features

• Project dashboard with status tracking
• Customer portal with task view
• KPI dashboard for onboarding health
• Automated workflow templates
• Multi-user project plans
• Custom branding for portal
• Magic link login
• Integrations with CRM and apps