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Onboard

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App

Onboard

Automate & streamline your customer onboarding using HubSpot data

Desarrollado por
Onboard Software, Inc.
Instalaciones
Más de 20 instalaciones
Clasificación

5

(1)

Inicia sesión para instalarRequiere suscripción a Onboard

Requisitos

Plan de HubSpot
Permisos de cuenta de HubSpot
Ver los permisos de cuenta requeridos
Tipo de acceso
Shared
Suscripción: Onboard
Suscripciones: Scale, Enterprise o Custom

Vista general

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.

Características

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.

Funcionalidad de la aplicación

Datos compartidos
Fuente de datos
Dirección de sincronización
En HubSpot
En HubSpot

Custom Fields

Propiedades de empresa

Propiedades de empresa

Custom Fields

Propiedades de negocio

Propiedades de negocio

Customer

Empresas

Empresas

Map Owners

Propietarios

Propietarios

Maps

Negocios

Negocios

Users

Contactos

Contactos

Valoraciones

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5/5
    31 de jul. de 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.

¿Qué problema intentas resolver?

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

¿Qué te gusta?

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

¿Qué te disgusta?

No cons.

  • Taylor, Z.

  • Tecnología - software
  • De 11 a 25 empleados

Esta aplicación requiere uno de los planes de suscripción de Onboard.

Scale

399 US$

/mes

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$

/mes

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.

* El precio que aparece aquí es solo para fines de visualización. Los precios no incluyen impuestos, incentivos, descuentos u otras variables. Debes comunicarte con nuestro partner para obtener la información de precios más actualizada y correcta. HubSpot no se hace responsable de los precios que proporcionan nuestros partners. Precios actualizados por última vez: 11/08/2025

Más información

Desarrollado por
Onboard Software, Inc.
Instalaciones
Más de 20 instalaciones
Categorías
Idiomas en los que está disponible esta aplicación
Inglés

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