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Compare Onboard and Vitally 
At a Glance
Market Segments
Small-Business (82.4% of reviews)
Mid-Market (55.1% of reviews)
Entry-Level Pricing
$25.00 1 Seat Per Month
No pricing available
Onboard
Star Rating
(42)5.0 out of 5
Market Segments
Small-Business (82.4% of reviews)
Pros & Cons
Entry-Level Pricing
$25.00 1 Seat Per Month
Free Trial is available
Browse all 3 pricing plansVitally
Star Rating
(679)4.5 out of 5
Market Segments
Mid-Market (55.1% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Free Trial is available
Learn more about VitallySummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Vitally excels in providing a comprehensive view of customer management, with features like Playbooks that allow users to create custom workflows tailored to client activity. This flexibility is particularly beneficial for different departments and account types.
- Users say Onboard stands out for its intuitive interface, making it easy for both teams and customers to navigate. Reviewers appreciate how straightforward it is to customize onboarding plans based on various integration types, which enhances the overall user experience.
- According to verified reviews, Vitally's integration capabilities with platforms like Redshift, Jira, and Salesforce are highly praised. Users find that these integrations enable them to access a wealth of information on a single platform, streamlining their customer management processes.
- Reviewers mention that Onboard's client-facing features, such as the dashboard with a countdown to launch dates and an interactive task list, provide excellent transparency. This organization helps teams stay on track and communicate effectively with clients during the onboarding process.
- Users highlight that while Vitally has a solid G2 Score reflecting overall satisfaction, it faces challenges in ease of use and setup compared to Onboard. Many users find Onboard's setup process to be significantly more user-friendly, which can be a crucial factor for teams looking to implement quickly.
- G2 reviewers note that while both products have their strengths, Onboard's higher ratings in support quality and ease of administration suggest a more seamless experience for users. This is particularly important for teams that require reliable support during their onboarding processes.
Pricing
Entry-Level Pricing
Onboard
Starter
$25.00
1 Seat Per Month
Best for:
You want to graduate out of spreadsheets or project management software but you also don't need a lot of hand-holding or bells + whistles.
- Unlimited Templates
- Automated Launch Plans
- Customer Portal
Vitally
No pricing availableFree Trial
Onboard
Free Trial is available
Vitally
Free Trial is available
Ratings
Meets Requirements
9.6
19
8.7
549
Ease of Use
10.0
19
8.4
567
Ease of Setup
9.9
12
8.1
310
Ease of Admin
9.9
12
8.7
206
Quality of Support
10.0
19
9.0
461
Has the product been a good partner in doing business?
10.0
12
9.3
206
Product Direction (% positive)
10.0
18
9.1
526
Features by Category
Customer Information
Not enough data
8.7
434
|
Verified
Not enough data
8.9
435
|
Verified
Not enough data
8.8
430
|
Verified
Not enough data
8.4
419
|
Verified
Not enough data
8.7
432
|
Verified
Not enough data
8.6
405
|
Verified
Not enough data
7.6
348
|
Verified
Predictions
Not enough data
8.1
405
|
Verified
Not enough data
7.7
371
|
Verified
Not enough data
8.5
389
|
Verified
Not enough data
6.7
324
|
Verified
Platform
Not enough data
8.5
412
|
Verified
Not enough data
8.4
393
|
Verified
Not enough data
8.2
378
|
Verified
Not enough data
8.5
388
|
Verified
Not enough data
8.2
401
|
Verified
Not enough data
8.7
407
|
Verified
Not enough data
8.8
392
|
Verified
Not enough data
8.8
362
|
Verified
Not enough data
8.9
399
|
Verified
Not enough data
8.8
386
|
Verified
Generative AI
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Agentic AI - Customer Success
Not enough data
8.8
11
Not enough data
8.6
11
Not enough data
8.8
12
Not enough data
9.2
12
Not enough data
8.2
11
Sales Team
Not enough data
7.9
89
Not enough data
7.6
90
Not enough data
8.4
104
Intelligence
Not enough data
8.2
99
Not enough data
7.5
94
Not enough data
7.6
90
Mapping
Not enough data
7.5
88
Not enough data
8.0
96
Agentic AI - Customer Revenue Optimization
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Onboarding Setup
10.0
12
8.6
127
10.0
11
8.6
131
10.0
12
8.4
125
Project Tracking
10.0
10
8.5
127
10.0
8
8.2
119
9.5
11
8.2
119
9.9
12
8.5
128
9.4
9
8.2
118
Customer Engagement
10.0
12
8.1
117
9.8
11
8.1
117
9.1
11
7.8
112
9.9
12
8.5
117
10.0
12
8.3
120
Categories
Categories
Shared Categories
Onboard and Vitally are categorized as Client Onboarding
Unique Categories
Onboard has no unique categories
Vitally is categorized as Customer Revenue Optimization and Customer Success
Reviews
Reviewers' Company Size
Onboard
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Vitally
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Computer Software
26.5%
Information Technology and Services
17.6%
Marketing and Advertising
8.8%
Education Management
8.8%
Research
5.9%
Other
32.4%
Computer Software
44.5%
Information Technology and Services
22.6%
Financial Services
4.2%
Computer & Network Security
3.6%
Marketing and Advertising
3.5%
Other
21.6%
Discussions
Onboard has no discussions with answers
Vitally has no discussions with answers
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