Onboard.io

Onboard.io is a customer onboarding and implementation platform for B2B teams that need to replace spreadsheets and email threads with a shared, repeatable process. It centralizes launch plans, task ownership, deadlines, and customer-facing progress in one system, helping teams surface blockers early and keep go-live timelines visible to both internal stakeholders and customers.

Core capabilities include dynamic launch plans generated from templates and deal data, a branded customer portal with magic-link access, project and KPI dashboards, and portfolio-level oversight for managers. Onboard integrates natively with Salesforce, HubSpot, Pipedrive, and Slack, and connects to additional tools through Zapier, Workato, and a REST API with webhooks. It also supports internal-only task visibility, custom branding and domains, and multi-user project plans.

Onboard is built for customer success, implementation, and onboarding teams in scaling SaaS and services organizations, particularly those with multi-stakeholder, deadline-driven launches. It is packaged in three seat-based plans: Starter for a single onboarding owner, Essentials for teams, and Pro for teams running onboarding at scale. Monthly and annual prepay billing are available, with a 14-day trial on Starter and a 30-day trial on Essentials.