Onboard.io is customer onboarding software for B2B SaaS teams, designed to be flexible enough to handle complex, multi-phase implementations and simple enough that straightforward onboardings don't require any extra overhead.

Whether a customer needs a five-step setup or a six-month enterprise rollout, Onboard adapts to the process — not the other way around. Teams configure templates once and let the platform scale up or down based on each customer's complexity, without rebuilding from scratch for every new client type.

Core Features

Customer Portal: A white-labeled, magic-link portal where customers complete tasks, upload files, and submit forms. No new logins or passwords required. Supports custom domains, colors, and branding so the experience looks like an extension of the product.
Project Dashboard: Real-time task ownership, deadlines, and blocker visibility across every active onboarding project, internal teams and customers always see the same source of truth.
KPI Dashboard: Configurable metrics and thresholds to monitor onboarding health across the entire customer base, with at-a-glance identification of at-risk accounts.
Automated Templates & Playbooks: Dynamic templates auto-generate tasks and timelines per client. Combine playbook components in a few clicks for customers whose onboarding spans multiple use cases or product lines.
Smart Notifications & Reminders: Automated reminders via email or Slack keep customers moving without manual follow-up. Nudge manually when needed.
Multi-User Project Plans: Customers can add team members and reassign tasks throughout implementation — no friction when their side of the project expands.
Consolidated Files & Notes: All shared documents, forms, and internal notes live in one place, no hunting through email threads or toggling between tools.
Handoff Forms: Embed structured handoff forms at project start so the most important customer context is immediately accessible to the team.

Integrations

Connects with Salesforce, HubSpot, Zoho, Slack, Jira, Zoom, Zapier, and 100+ additional tools. CRM integrations auto-create onboarding projects when deals close, pre-populated with customer data.

Security

SOC 2 Type 2 compliant. GDPR and CCPA compliant. Includes data encryption, SSO, and configurable access controls.

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