Onboard
Automate & streamline your customer onboarding using HubSpot data
Criado por - Onboard Software, Inc.
Instalações - mais de 20 instalações
Avaliação 5
(1)
Requisitos
Plano da HubSpot Permissões da conta da HubSpot - Ver permissões de conta necessárias
Assinatura Onboard - Scale, Enterprise ou Custom planos
Visão geral
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.
Recursos
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.
Funcionalidade do aplicativo
Dados compartilhados
Custom Fields | ||
Custom Fields | ||
Customer | ||
Map Owners | ||
Maps | ||
Users |
Avaliações
- 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.
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.
Tecnologia - Software - 11 a 25 funcionários
Scale
US$ 399
/mêsFor 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
US$ 399
/mêsFor 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)
* O preço aqui é apenas para fins de exibição. Todos os preços não incluem impostos, incentivos, descontos ou outras variáveis de preços. Você deve entrar em contato com o parceiro para obter informações mais atualizadas e precisas. A HubSpot não se responsabiliza por essas informações de preços, que são fornecidas pelos nossos parceiros. Preços atualizados pela última vez: 11/08/2025
Mais informações
Criado por - Onboard Software, Inc.
Instalações - mais de 20 instalações
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