Onboard
Built by - Onboard Software, Inc.
Installs - 20+ installs
Rating 5
(1)
Requirements
HubSpot Plan HubSpot Account permissions - View the required account permissions
Access Type Shared Onboard Subscription - Starter, Essentials, or Pro 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
Automatic Project Creation and Tracking
Automatically creates Projects when a Deal is moved to the stage of your choice (ex. Closed Won) and Project custom fields and variables to create the Project dynamically. Allows you to view the Project information connected to a HubSpot deal and Company.
Dashboard
As onboarding volume grows, individual launch plans aren’t enough. Leaders need a clear view across all active projects to understand capacity, risk, and timelines. Without that visibility, teams rely on spreadsheets and manual updates to answer basic questions. - Portfolio-level visibility - Early risk identification - Better capacity planning
Customer Portal
Each user gets an easy-to-use "pizza tracker" for their tasks. Teams can collaborate, add members, reassign work, and manage multiple projects simultaneously.
Document Signing
Upload a PDF, place fields, and assign signer roles once. Send any ready template on its own for ad-hoc NDAs and agreements, or embed it as a required task inside any onboarding project. - Drag-and-drop field placement - Named signer roles and signing order - Live and signed document views - Audit trail evidence package (PDF + JSON)
App Functionality
Shared Data
Maps | ||
Customer | ||
Custom Fields | ||
Custom Fields | ||
Users | ||
Map Owners |
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
Starter
$1.92
/monthBuilt for a single onboarding owner, limited for teams that need collaboration
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)
Starter
$1.92
/monthBuilt for a single onboarding owner, limited for teams that need collaboration
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: 07/29/2026
More info
Built by - Onboard Software, Inc.
Installs - 20+ installs
Categories Languages this app is available in English
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