Onboard
Automate & streamline your customer onboarding using HubSpot data
Built by - Onboard Software, Inc.
Installs - 20+ installs
Rating - 5(1)
Requirements
HubSpot Plan HubSpot Account permissions - View the required account permissions
Onboard Subscription - Scale, Enterprise, or Custom plans
Overview
1/6 - Streamline your customer onboarding and implementation process
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.
Features
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.
App Functionality
Shared Data
Custom Fields | ||
Custom Fields | ||
Customer | ||
Map Owners | ||
Maps | ||
Users |
Reviews
- Jul 31, 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.
Implementing mid size to ent clients. We are a land and expand biz, so the implementation experience and optimizing time-to-value is paramount.
One-click ease to save time. Improves accountability across Sales & CS.
No cons.
Taylor, Z.
Technology - Software - 11 to 25 employees
Pricing
Scale
$399
/monthFor 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)
Scale
$399
/monthFor 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)
* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 03/21/2023
More info
Built by - Onboard Software, Inc.
Installs - 20+ installs
Categories Languages this app is available in English
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