Shypd.aiThe largest open index of AI toolsOnboard.io is a Customer Support & CX tool that helps B2B teams manage customer implementations, automate workflows, and accelerate time-to-value. It provides a customer portal, project dashboards, and KPI tracking for clear visibility.
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About
Onboard.io is a customer onboarding software specifically designed for B2B teams to streamline and manage the entire client implementation process. It helps accelerate time-to-value by organizing, automating, and managing customer onboarding from handoff to launch. Key features include a customer portal for clients to track tasks, project dashboards for internal teams to monitor progress and identify blockers, and KPI dashboards for real-time visibility into onboarding health. The platform offers easy-to-use templates, multi-user project plans, and integrates with CRMs like Salesforce and HubSpot, as well as other tools via Zapier, to automate workflows and reduce manual administrative tasks. Onboard.io is SOC 2 compliant, ensuring enterprise-grade security.
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Pricing & Plans
Freemium · Paid
Not publicly disclosed. Check onboard.io for current pricing.
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