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Onboard

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App

Onboard

Automate & streamline your customer onboarding using HubSpot data

Installeringer
20+ installationer
Rangering

5

(1)

Log på for at installereKræver Onboard-abonnement

Krav

HubSpot-abonnement
Tilladelser til HubSpot-konto
Se de nødvendige kontotilladelser
Adgangstype
Shared
Onboard abonnement
Scale, Enterprise eller Custom planer

Oversigt

Onboard enables companies to organize, automate and streamline customer onboarding and implementation.

With Onboard's HubSpot integration, you'll auto-magically create customized launch plans for each customer based on their specific requirements. These attributes and requirements learned from your sales team during the sales process (industry, plan, add-ons, integrations, etc..) are sent to Onboard to create a completely custom plan specifically for that client -- in seconds.

In addition, Onboard will enable your team to efficiently scale the onboarding & implementation process:

  • Organize all tasks (both internally & externally) necessary for the efficient onboarding for each any customer
  • Automate custom launch plans, custom email reminders, notifications and other workflows to save time
  • Collaborate via threaded conversations, which can be managed directly from your slack channel
  • Manage your clients and your team efficiently. You'll have full visibility to see where everyone is in the process
  • Integrate with all of your favorite apps

Onboard customers save time (and money!) while providing a top-notch customer experience, reducing churn and allowing for faster, more profitable growth.

Funktioner

Custom Implementation Plans using HubSpot Data

Automatically create custom onboarding & implementation plans using customer data in HubSpot. Once a deal is moved to *Closed Won* the data will pass to Onboard to ensure only the appropriate tasks are used for your client onboarding plan.

Onboarding Overview Inside HubSpot

View a complete onboarding summary within the HubSpot deal. Easily view: - Status - Progress - Project manager - Upcoming tasks All of this is automatically sync'd to and from the Onboard.io app

Manage Onboarding from HubSpot

View the upcoming tasks, assignments and due dates from HubSpot. Everything syncs bi-directionally so you'll have a complete picture from the HubSpot record.

Everyone on the same page

Everyone on the Onboard provides your team access to see who, what, when and how your implementations are progressing while also providing a Client Portal -- accessed via magic link -- meaning they can easily view their tasks to frictionlessly collaborate with your team to launch faster and on time.

Appfunktionalitet

Delte data
Datakilde
Synkroniser retning
I HubSpot
I HubSpot

Custom Fields

Virksomhedsegenskaber

Virksomhedsegenskaber

Custom Fields

Dealegenskaber

Dealegenskaber

Customer

Virksomheder

Virksomheder

Map Owners

Ejere

Ejere

Maps

Handler

Handler

Users

Kontakter

Kontakter

Anmeldelser

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5/5
    31. jul 2023

Must Have for SaaS Implementation Velocity

Onboard is our secret weapon. We introduce it in the 2nd or 3rd step in the sales process to "wow" prospects with our readiness and instill buyer confidence in our ability to execute. Our CS team can now auto-magically create Onboard experiences to save time and improve Implementation Velocity.

Hvilket problem forsøger du at løse?

Implementing mid size to ent clients. We are a land and expand biz, so the implementation experience and optimizing time-to-value is paramount.

Hvad synes du om?

One-click ease to save time. Improves accountability across Sales & CS.

Hvad synes du ikke om?

No cons.

  • Taylor, Z.

  • Teknologi – software
  • 11 til 25 medarbejdere

Denne app kræver en af følgende Onboard-abonnementer.

Scale

399 US$

/måned

For startups and growing teams

  • Includes 5 internal users

  • Unlimited external users

  • Task Organization

  • Customer Management

  • Team Management

  • Automated Map Creation

  • Customer Collaboration Portal (Outboard)

  • Task Discussions

  • Custom Forms

  • Custom Fields

  • 3rd Party Integrations (Slack, Zapier, Workato)

additional internal users $49/user/mo.

Scale

399 US$

/måned

For startups and growing teams

  • Includes 5 internal users

  • Unlimited external users

  • Task Organization

  • Customer Management

  • Team Management

  • Automated Map Creation

  • Customer Collaboration Portal (Outboard)

  • Task Discussions

  • Custom Forms

  • Custom Fields

  • 3rd Party Integrations (Slack, Zapier, Workato)

additional internal users $49/user/mo.

* Priserne her er kun til visningsformål. Alle priser er ekskl. afgifter, incitamenter, rabatter eller andre prisvariabler. Du bør kontakte partneren for at få de mest ajourførte og korrekte prisoplysninger. HubSpot påtager sig intet ansvar for disse prisoplysninger, som leveres af vores partnere. Priser sidst opdateret: 11.08.2025

Flere oplysninger

Udviklet af
Onboard Software, Inc.
Installeringer
20+ installationer
Kategorier
Sprog som denne app er tilgængelig på
Engelsk

Nyheder

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