--- title: Onboard Reviews meta_title: 'Onboard Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 48 reviews by the users' company size, role or industry to find out how Onboard works for a business like yours. aggregate_rating: rating_value: 5.0 review_count: 48 scale: '5' date_modified: '2026-07-17' parent_category: name: Customer Service url: https://www.g2.com/categories/customer-service --- # Onboard Reviews **Vendor:** Onboard Software, Inc **Category:** [Client Onboarding Software](https://www.g2.com/categories/client-onboarding) **Average Rating:** 5.0/5.0 **Total Reviews:** 48 ## About Onboard Onboard is a modern customer onboarding software solution designed to streamline the onboarding process for B2B SaaS and client-services teams. By replacing traditional methods such as spreadsheets, static checklists, and generic project tools, Onboard creates a unified workspace that accelerates the time it takes for new customers to go live while ensuring that all stakeholders remain aligned throughout the process. This software is particularly beneficial for organizations looking to standardize their implementation processes while still allowing for flexibility based on various factors such as deal size and product tier. The target audience for Onboard includes B2B SaaS companies and professional services teams that require a structured yet adaptable approach to customer onboarding. The software is designed to handle complex onboarding scenarios, mapping out the entire journey from Discovery to Early Adoption in a series of repeatable playbooks. This allows teams to personalize the onboarding experience based on specific segments, products, or use cases. Features such as templates, dynamic forms, and embedded guides help reduce the risk of miscommunication during handoffs, ensuring that customers receive the necessary context and resources at each stage. Key features of Onboard include bi-directional CRM integrations with platforms like Salesforce and HubSpot, which synchronize critical information such as ownership, timelines, and milestones. This integration fosters collaboration among Sales, Customer Success, and Operations teams by providing a single source of truth. Automated reminders, SLA timers, and dependency management tools help prevent delays, while manager dashboards highlight bottlenecks and identify at-risk accounts. Additionally, the software maintains an audit-ready activity history, which is essential for compliance and leadership oversight. Onboard also offers a client-facing portal that allows customers to view shareable plans and real-time status updates without the need for a login. This frictionless experience keeps customers engaged and informed throughout the onboarding process. The software’s capabilities extend to change management and early-life success tools, making it easier for teams to adapt and scale their onboarding efforts as their business grows. By operationalizing the onboarding process, Onboard not only shortens the time to launch but also enhances net revenue retention (NRR) and transforms onboarding into a measurable revenue-generating activity. Organizations facing rapid growth or those looking to standardize their onboarding processes will find Onboard to be an invaluable asset. Whether launching an enterprise tier, adding onboarding specialists, or migrating CRMs, this software provides a professional, automated, and organized onboarding experience that delights customers and empowers teams. Onboard is the solution for companies ready to move beyond makeshift tools and embrace a system specifically designed for effective implementation, enabling a seamless transition from “closed-won” to “fully adopted.” ## Onboard Pros & Cons **What users like:** - Users praise the **ease of use** of Onboard, appreciating its intuitive interface and organized onboarding process. (4 reviews) - Users find Onboard's **initial setup seamless and intuitive** , facilitating quick integration into their onboarding processes. (4 reviews) - Users value the **progress tracking capabilities** of Onboard, enhancing transparency and organization throughout the onboarding process. (3 reviews) - Users value the **centralization of communication** in Onboard, enhancing organization and streamlining the onboarding process effectively. (2 reviews) - Users value the **customization options** in Onboard, allowing tailored onboarding processes that adapt to unique client needs. (2 reviews) - Users love the **intuitive interface** of Onboard, simplifying onboarding for teams and customers alike with organized communication. (2 reviews) - Users value the **high visibility** features in Onboard, enhancing transparency and organization throughout the onboarding process. (2 reviews) - Customer Support (1 reviews) - Dashboard Usability (1 reviews) - Document Management (1 reviews) **What users dislike:** - Users find **inefficient task management** in Onboard tedious, especially when handling repetitive tasks across multiple onboarding plans. (2 reviews) - Users feel the **dashboard could be more user-friendly** for C-suite executives, lacking in ease of use and aesthetics. (1 reviews) - Users find the **limited reporting** within Onboard a challenge, as more in-app options are needed for better insights. (1 reviews) - Users find it challenging that **manual maintenance** is required for global changes, complicating project updates significantly. (1 reviews) ## Onboard Reviews ### 1. Fantastic Team, Seamless HubSpot Integrations, and a User-Friendly Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Jordanf F. | Operations Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 31, 2026 **What do you like best about Onboard?** Jason and the team have been fantastic to work with. Their communication is always clear and responsive, and they take the time to understand our business and requirements. As an Australian-based logistics and fulfilment company, we needed a system that could integrate with our existing processes (HubSpot) and software. Jason's team made this easy, delivering solutions that fit our needs and helping with system integrations along the way. The platform is user friendly with various views of tasks and timelines - via listing and gantt charts - performs exceptionally well, and has helped improve the efficiency of our operations. Their pricing is also very affordable and offers excellent value for the level of service and support provided. Whenever we've needed assistance, the team has been quick to respond and provide practical solutions. We highly recommend Jason and his team to any business looking for reliable software development, integrations, and ongoing support. **What do you dislike about Onboard?** We've had a great experience working with Jason and the team. Like any software implementation, there were a few minor tweaks needed along the way, but any issues were resolved quickly and professionally. Communication has been excellent, the system performs well, and the pricing is very reasonable. Overall, a reliable partner that we would happily recommend. **What problems is Onboard solving and how is that benefiting you?** Before implementing Onboard, our onboarding and training processes were largely manual and inconsistent. Information was often spread across emails, documents, and different team members, making it difficult to ensure every new client received the same experience and level of communication. Onboard has given us a structured onboarding process with clear visibility of tasks, milestones, and responsibilities. It has improved communication with new clients by providing a more transparent and professional onboarding journey, while also helping our team stay aligned internally. The result has been a smoother onboarding experience, better client engagement, faster training and setup, and greater confidence that nothing is being missed during the critical early stages of a new client relationship. ### 2. Onboard.io Brings Clarity and Organization to Every Onboarding **Rating:** 5.0/5.0 stars **Reviewed by:** Alejandra M. | VP, Account Management, Small-Business (50 or fewer emp.) **Reviewed Date:** May 08, 2026 **What do you like best about Onboard?** The thing I appreciate most about Onboard.io is that it brings real organization to the process. Everyone knows where things stand, nothing falls through the cracks, and I always have visibility into what's been done and what's next. On top of that, it's easy to use — not just for us internally, but for our clients too. When a tool works well on both sides, it just makes the whole experience smoother. **What do you dislike about Onboard?** My main challenge with Onboard is around larger implementations. When you're onboarding a single location or a handful at once, it's seamless. But when you're rolling out 10+ locations simultaneously, it can become harder to manage and keep track of everything. More tools or features designed for high-volume implementations would make a big difference. **What problems is Onboard solving and how is that benefiting you?** Onboard.io solves a real pain point in client implementation — keeping everyone organized, informed, and moving in the same direction. It eliminates the confusion that comes with managing multiple onboardings across email threads and spreadsheets. Our team has full visibility into every step of the process, and so do our clients, which builds trust and reduces friction. The benefit for us has been clear: faster implementations, a more professional experience, and a process that scales without the chaos. ### 3. Onboard brings value day 1/adds structure and rigor to a business function that desperately needs it **Rating:** 5.0/5.0 stars **Reviewed by:** Jeff N. | Undergraduate Teaching Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** June 26, 2026 **What do you like best about Onboard?** What I like most about Onboard is that it transforms customer onboarding from a collection of disconnected emails and task lists into a structured, repeatable process. It provides a single source of truth for documentation, ownership, timelines, and next steps, making it easy for both internal teams and customers to stay aligned. I also appreciate how easy it is to build and iterate on onboarding playbooks as your processes evolve. Instead of spending time chasing stakeholders for updates, implementation teams can focus on removing blockers and helping customers reach value faster. The visibility across multiple implementations also gives leaders a clear view of onboarding health and makes it easier to scale consistent customer experiences. **What do you dislike about Onboard?** N/A - largely any features I thought were missing were added to the product during my time using, onboard.io team was incredibly forward looking and constantly evolving the product **What problems is Onboard solving and how is that benefiting you?** Onboard solves one of the biggest challenges in customer onboarding: keeping everyone aligned without relying on endless email threads, spreadsheets, and status meetings. Instead of information living in different places, it creates a single source of truth for documentation, task ownership, timelines, and customer communication. For our team, that meant spending less time tracking down updates or following up on incomplete tasks and more time proactively removing blockers. The ability to standardize onboarding with repeatable playbooks while still adapting to each customer’s needs has made implementations more consistent, improved visibility across projects, and helped customers move from contract signature to value much more efficiently. ### 4. Tool that supports both Internal and External Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Keri T. | CSM, Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** April 02, 2026 **What do you like best about Onboard?** The product itself is clearly made by people who have experience with onboarding and have really thought of different ways to enhance both the internal processes of onboarding, but also the customer-facing experience which takes a lot of additional workload off of us without having to think about how the customer experience will be. **What do you dislike about Onboard?** The inability to "preview" forms and test them before having them go live with them. **What problems is Onboard solving and how is that benefiting you?** We didn't have a platform before that served us externally as well as it does internally. We haven't had time to get integrations set up but it will also be able to solve the issue of seamless transitions between our existing tech stack such as HubSpot and Slack. ### 5. Streamlines SaaS Implementation with Intuitive UI **Rating:** 4.5/5.0 stars **Reviewed by:** Ben W. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 20, 2026 **What do you like best about Onboard?** I like Onboard for its clean and intuitive design, which makes it easy to navigate and use. The 'Discussion' feature is great because it allows users to tag my onboarding team and their own teammates with questions or comments about specific tasks. It helps keep information organized within each task, rather than getting lost in a long email chain. The initial setup was straightforward despite having a lot of tasks, thanks to the easy-to-adapt and flexible UI that suits various activities. I also appreciate the ability to update tasks in the repository and push those updates to all active projects, which is a great feature for ongoing adjustments. **What do you dislike about Onboard?** Customers should be able to self-assign their 'roles', this currently requires an Onboard Program Owner to do. **What problems is Onboard solving and how is that benefiting you?** Onboard organizes our CRM onboarding tasks effectively and its Discussion feature keeps task-specific communications tidy, avoiding lost emails. ### 6. Great Tool for Streamlining Client Onboarding **Rating:** 5.0/5.0 stars **Reviewed by:** Kelli S. | Project Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 14, 2026 **What do you like best about Onboard?** We’ve been using Onboard for a few months to help organize and streamline our client onboarding process, and it’s been a big improvement for our team. Not having to deal with long email threads and constant back-and-forth has been great. Everything stays organized by topic, and it’s easy to see what information is still open and what’s already been completed. The templates have been especially useful. We can reuse the same list of requests each time we onboard a new client, which saves time and keeps things consistent. Our clients have also given us positive feedback, they find the tool easy to use, well organized, and much clearer than email. It’s also nice to see that the Onboard team keeps improving the product and rolling out updates. Kudos to the Onboard team as well, they’re always on top of any questions we have and very responsive when we need help. Overall, Onboard has made our onboarding process better for both our internal teams and our clients. **What do you dislike about Onboard?** One small improvement we'd love to see is a larger discussion area within each request, so we can view more messages at once without needing to scroll. **What problems is Onboard solving and how is that benefiting you?** Keeps client onboarding communication and information requests in one place, saving time and reducing confusion. **Official Response from Jason Rozenblat:** > Hey Kelli, Thanks for the review! We are working on updating discussions for you. Stay tuned. -Jason ### 7. Continuous Improvement with Room for UI Enhancement **Rating:** 4.5/5.0 stars **Reviewed by:** Susan S. | Chief Client Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** March 20, 2026 **What do you like best about Onboard?** I like that Onboard continuously improves their product based on user feedback. These improvements have enabled me to bring more of my processes into Onboard, making it easier to do more of my work in one platform -- for example I'm migrating some of our client interaction work from PowerPoint slides to onboard tasks. It's great that I can streamline more workflows into a single program. **What do you dislike about Onboard?** I've struggled with getting the scheduling and task dependency features to work as I want them to. The communications tools are ok, but I trust that they are going to continue getting better. **What problems is Onboard solving and how is that benefiting you?** I find Onboard helpful for client onboarding, letting me do more client work within one platform. They improve based on feedback, allowing me to bring more processes into Onboard. **Official Response from Jason Rozenblat:** > Hey Susan, Thanks for the feedback. We will be releasing an update to address this very shortly! -Jason ### 8. Streamlines Customer Onboarding with Ease **Rating:** 4.5/5.0 stars **Reviewed by:** Laya J. | Onboarding Manager, Advisory **Reviewed Date:** November 21, 2025 **What do you like best about Onboard?** I like the simplicity of Onboard's interface, which is beneficial for both our customers and our team. It's straightforward and intuitive, making it easy to navigate and customize onboarding plans based on various variables like integration type or product type. This flexibility ensures that the onboarding process is adaptive to the needs of each unique scenario. The chat feature within Onboard is particularly impressive as it consolidates all communication, reducing the clutter of emails and ensuring that all relevant information is centralized in one place. The clean and straightforward onboarding checklist offers a clear and organized view for our customers, while the back-end configuration makes sense to me, adding to the appeal. I also appreciate the overall structure that Onboard brings to our onboarding process, enhancing professionalism and organization. Additionally, the inclusion of a discussion chat linked to specific tasks enables quick and organized communication about related articles or content, thus making the process more efficient for both our customers and team. The initial setup of Onboard was very intuitive and relatively quick, which was a significant advantage. The support from Onboard.io team is also amazing, very responsive and understanding the challenges of onboarding. **What do you dislike about Onboard?** For larger enterprise-level onboardings where the customer needs to handle multiple onboarding plans, some of the tasks can be repetitive depending on how you configure your onboarding plans. It would be beneficial to enhance the ease of managing multiple onboarding plans for the end customer (onboardee). However, the team is already making huge enhancements o this topic. Adding more reporting options directly in the app would be greatly appreciated, to understand onboarding timelines and identify where delays occur in different onboarding types. This can be extracted already but having it in app would be great. **What problems is Onboard solving and how is that benefiting you?** I use Onboard to streamline onboarding for new and existing customers, enabling shared content, clear communication, and structured processes. It enhances accountability for the end user and scalability for us, and its customizable interface centralizes training and communication for efficiency. **Official Response from Jason Rozenblat:** > Great feedback, Laya! I think you will love the new reporting updates. ### 9. Seamless Client Onboarding and Integration Marvel **Rating:** 5.0/5.0 stars **Reviewed by:** Jeff . **Reviewed Date:** November 18, 2025 **What do you like best about Onboard?** I love using Onboard to keep us organized and ensure we stay on track for go-live dates, which is crucial for meeting our deadlines. The ability to import data into our system with ease is an incredible time-saver. The layout is excellent, offering a user-friendly experience that makes it easy to navigate and use the platform effectively. I find the integrations particularly useful, as they simplify the process of creating projects. Once a deal is closed and won in HubSpot, it triggers Onboard to create the project with the client contacts already uploaded, which streamlines our workflow. The initial setup of Onboard was very easy, which made the transition to using this tool smooth and hassle-free. Overall, these features make Onboard a valuable asset for our operations. **What do you dislike about Onboard?** I find the dashboard could be improved to be more user-friendly for C-suite executives. It currently does not meet the ease of use or aesthetic expectations required at that level. **What problems is Onboard solving and how is that benefiting you?** I use Onboard to keep us organized for Go-live dates and efficiently import data. The integrations with HubSpot ease project creation, enhancing productivity. **Official Response from Jason Rozenblat:** > Thanks, Jeff! Great feedback on the dashboard. You will love the new dashboard we are releasing. ### 10. Streamlined Customer Onboarding with Intuitive Dashboard **Rating:** 5.0/5.0 stars **Reviewed by:** Jason H. **Reviewed Date:** November 12, 2025 **What do you like best about Onboard?** I love how the client-facing aspects of Onboard, like the dashboard with a countdown to the target launch date and the interactive task list, provide transparency and keep our onboarding process organized. These features help us visually communicate our progress and enable our customers to see their own timelines and tasks clearly, ensuring everyone stays informed about their roles and responsibilities. The dashboard allows us to quickly assess if we are on schedule and provides a straightforward way for clients to track how much they need to accomplish, which has streamlined our communication significantly. The interactive checklist replaces lengthy email instructions, making the onboarding experience engaging and efficient for both us and our clients. Additionally, the initial setup of Onboard was really intuitive and straightforward, which made integrating the software into our operations a smooth and hassle-free experience. This ease of use, combined with the powerful client engagement tools, makes Onboard an invaluable asset for our team and contributes to our decision to highly recommend Onboard to others. **What do you dislike about Onboard?** I find it challenging that changes to global tasks and content in Onboard need to be individually applied to existing projects. It would be beneficial to have an option that allows global changes to be applied across all projects, preventing the tedious process of updating each project manually. **What problems is Onboard solving and how is that benefiting you?** I use Onboard to manage onboarding tasks efficiently, providing our customers visibility with an interactive checklist and dashboard countdown. It replaces lengthy instructional emails, keeping tasks organized and ensuring clients meet their target launch dates. **Official Response from Jason Rozenblat:** > Hey Jason -- thanks for the review! We really enjoy our partnership with your team. Good news: you can make changes to global tasks and content that can be applied across all projects without manually updating each project. I will reach out to you to show you how to do that. ### 11. Great product! **Rating:** 4.5/5.0 stars **Reviewed by:** Dalton C. | Onboarding Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 19, 2024 **What do you like best about Onboard?** I love the automated reminders internally and externally! **What do you dislike about Onboard?** The overall product is amazing. You may run into slight technical errors here and there, but the OB.io team jumps on them quickly. **What problems is Onboard solving and how is that benefiting you?** Client deliverables and action items! ### 12. Ease of use. Great support. **Rating:** 5.0/5.0 stars **Reviewed by:** Hardik P. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 01, 2024 **What do you like best about Onboard?** Overall, the customer map feature was quite helpful. That helped us onboarding our investors faster Overall the it was easy to use and customer support was great. **What do you dislike about Onboard?** Nothing much. Probably ability to change the theme can be helpful. **What problems is Onboard solving and how is that benefiting you?** Helping us onboard our investors / LP once they start their investment journey ### 13. Best investment for customer experience **Rating:** 5.0/5.0 stars **Reviewed by:** Zach T. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 16, 2023 **What do you like best about Onboard?** Onboard led us through a reimagining of our onboarding process, making key recommendations that are equally beneficial for our business and our clients. We now have a trusted, efficient, and scaleable process that sets us up for continuous, long-term growth with each new client. **What do you dislike about Onboard?** No real downside. Have been suprised at how quickly our team and customers take to using it - and are thankful they get to use it. **What problems is Onboard solving and how is that benefiting you?** Managing mid-size to enterprise, complex implementations for different client use cases across different stakeholders and disparate user groups. Our clients and we now have alignment and visibility into exactly where we are in the onboarding process and can more easily execute tasks and attribute questions/comments. We're delivering a better initial experience which leads to faster time to value and faster upgrades (increased NDRR). ### 14. A streamlined implementation management app **Rating:** 5.0/5.0 stars **Reviewed by:** Montana H. | Customer Success Engineer, Small-Business (50 or fewer emp.) **Reviewed Date:** January 03, 2023 **What do you like best about Onboard?** The team at Onboard is very responsive and helpful! The app is easy to use and has really benefitted my team in streamlining our customer implementation projects. It's like a way simpler version of Smartsheet - not every company needs that kind of complexity, and Onboard fits very well for us. I love being able to make some tasks internal-only, and also be able to share the project plan with our customers externally. **What do you dislike about Onboard?** I wish there were internal 'view only' permissions that didn't cost a seat, or were at least priced lower. Sometimes I want to share the project plans with sales, but they have no need to edit and use the map, just view it with all internal and external tasks. **What problems is Onboard solving and how is that benefiting you?** Onboard is solving the problem of streamlinig my company's customer implementation process. Before we had a handful of disparate resources and Onboard allowed us to become more cohesive. ### 15. Our onboardings have become a lot simpler and organized! **Rating:** 5.0/5.0 stars **Reviewed by:** Alvaro T. | Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 22, 2022 **What do you like best about Onboard?** First of all, the platform is really easy to use. The interface is neat and clear from the first time you log in. Very easy to navigate. Global tasks have been extremely important for us, as it has helped us standardize and organize ourselves during onboardings. Prior to using Onboard, mapping the process for each customer was a pain, and now it has become quick, saving us lots of time. Being able to see the high-level progress of each of our customers has also been hugely valuable, as it allows us to focus on the most sensitive cases and make sure everyone has a good experience. Overall, our experience with Onboard has been great from the start. Setting it up didn't take a lot of effort from my end, and the team has been really responsive to our questions and feedbacl. **What do you dislike about Onboard?** For now, there is nothing I dislike about Onboard. I'm sure the team will keep releasing more features as time passes. **What problems is Onboard solving and how is that benefiting you?** With Onboard we´re streamlining and organizing our Onboarding process, which used to be quite painful. We are also realizing some bottlenecks we have and taking action. ### 16. Great experience working with Onboard! **Rating:** 5.0/5.0 stars **Reviewed by:** Gabby G. | COO, Small-Business (50 or fewer emp.) **Reviewed Date:** March 17, 2022 **What do you like best about Onboard?** Onboard has helped our law firm create a welcoming and educational onboarding program for our new clients. We are easily able to inform our clients about our background and mission, let them know what to expect, and request client information and documents right from day 1. The onboard team was very helpful and responsive in helping us set up our account. **What do you dislike about Onboard?** My only suggestion to Onboard would be to integrate some simple survey/form features directly into the response section so those survey responses can be collected and communicated to the company's CRM. Something I believe they are already working on! **Recommendations to others considering Onboard:** Go with Onboard! They have a great team who will help with the build-out of your new onboarding program for your clients/customers! **What problems is Onboard solving and how is that benefiting you?** We are able to provide our new clients with a range of information and resources, as well as let them know what we expect from them. We are able to gather documents much quicker and ultimately, move their case along quicker when we have everything we need up front! We also love the automated follow-ups! ### 17. Clear lines of client communication **Rating:** 5.0/5.0 stars **Reviewed by:** Andrew H. | Senior Customer Experience Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 03, 2022 **What do you like best about Onboard?** I implement with schools and school districts. I've had several school and district-level administrators comment on how much they enjoy using Onboard.io. It's easy to understand how to use, sends messages directly to their email so they don't need to remember to go log into another online site. It's also easy to manage many clients in various stages of implementation. Bonus points to the Onboard.io team for being very responsive when I've had questions or feature requests. **What do you dislike about Onboard?** The only things I dislike in Onboard.io are honestly pretty picky user interface complaints, and if you are reading this review a few months in the future, they may already be resolved (the company seems to be constantly releasing upgrades and improvements). I would like to see how many comments are contained in each task's discussion thread from the main view of a company's "map". It's really easy to find new comments from clients (I get in-platform notifications and even emails for these, if I want) but I currently find myself clicking into each task to look for old discussions because an in-depth implementation discussion may have happened inside one of several different tasks. This is a pretty picky complaint, though, and it's not a daily (or even weekly) issue I face, so not a deal-breaker for me at all. **Recommendations to others considering Onboard:** If you're looking to keep track of many clients' progress through multi-staged onboarding processes or implementations of your product, and you want to collaborate with your clients during the process, Onboard.io is an excellent choice. **What problems is Onboard solving and how is that benefiting you?** Our company uses Onboard to provide personalized school/districtwide implementations to hundreds of clients. It would be impossible to keep track of where each client was in their implementation and post implementation phases without a tool like Onboard. ### 18. Wonderful Resource! **Rating:** 5.0/5.0 stars **Reviewed by:** Shaddoe L. | Customer Experience Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 03, 2022 **What do you like best about Onboard?** I love how easy Onboard.io is to use This platform is so easy for all parties to keep track of their onboarding progress. Will is great and genuine when looking for feedback about making the program even better. **What do you dislike about Onboard?** The one issue that I have is minimal clarity at a glance of what maps have launched with no tasks and what maps are launched with tasks. Will said this is changing in the future, which makes me very happy! **Recommendations to others considering Onboard:** This is a great program for onboarding. I love the ease of use and the clear set up for all onboarding parties. **What problems is Onboard solving and how is that benefiting you?** Now that we are using Onboard, the problems of communication and confusion when trying to onboard multiple customers has lessened immensely. We are able to keep track of tasks that need to be done, plan ahead, and delegate the proper actions with just a few clicks. ### 19. Onboard creates transparency and accountability in complicated, shared, multi-party workflows. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2022 **What do you like best about Onboard?** Honestly, I really enjoyed using onboard's Global Tasks library to populate a comprehensive list of the tasks associated with projects that we have been performing based on undocumented institutional knowledge. It's worth signing up for a trial just to use the software to clarify tasks, project assignments, areas of responsibility, and any potential sources of internal confusion (among team members or departments) and external confusion (between you and your customers). Onboard has managed to strike a balance between versatility and usability. The product is very powerful and promises to be a major player as they continue to build out functionality and more robust integrations. **What do you dislike about Onboard?** Hard to say. I'm still working on a more thorough integration with our other systems, so it's possible that an issue may emerge. At this point, the only thing I can point to is that it's a little bit "meta" that onboard users learn how to use onboard by completing tasks — on onboard. On the one hand, it's a strong endorsement of Onboard.io that the onboard team believes that using Onboard is the best way to onboard Onboard users. See what I mean? It can be a little confusing to have two similar views of the same software open side by side in browser tabs. I had to pause and reorient myself more than once to ensure that I had everything straight in my head. "I'm setting up my company's Onboard in this window on the right. And as I complete those tasks on the right, I'm checking them off in the window on the left... right?" I should stress that this is a minor complaint relative to the value provided by the product. **What problems is Onboard solving and how is that benefiting you?** Organizing our customer onboarding process by better defining the stages of customer onboarding. At the same time, Onboard allows us to create a functionally moderated transparency between our team and our customers, with everyone's tasks in the same place. Even better, we've wired them up to trigger notifications and reminders that improve customer satisfaction. ### 20. The ultimate Onboarding tool! Fast support, Easy to use & Amazing onboarding experience! **Rating:** 5.0/5.0 stars **Reviewed by:** Ellie T. | Enterprise Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** December 14, 2021 **What do you like best about Onboard?** The variables are a game-changer! We no longer have to create, manage, and update onboarding process for each client. Not only is this a huge time saver, but this also helped us streamline our processes internally and keep it repeatable! The support has been second-to-none. Incredbily fast and the resources available are great (this is actually how I came across Onboard.io as I loved their articles so much!). The implementation was easy and everything has been very user friendly. Regular product updates are great too!!! The new updates they have made so our clients can easily communicate with us on each actiivty is incredible - we've been so impressed so far! **What do you dislike about Onboard?** One thing I would love to see next from Onboard.io is being able to add videos / images into the Global Tasks. Also, be able to see the average time between Sections being competed so we can identify bottle necks and have some time statistics behind this **What problems is Onboard solving and how is that benefiting you?** We invested in Onboard.io to increase the number of Enterprise Clients we can onboard at any one time, reduce the time to launch and be able to measure this, reduce time to value for our clients and better manage the capacity of our onboarding team. Through streamlining our approach we have already noticed an increase in the number of clients we can onboard at one time. We've also noticed an increase in the time it takes clients to send through onboarding information to us! ### 21. Automates and simplifies much of the customer onboarding process **Rating:** 5.0/5.0 stars **Reviewed by:** Matthew B. | Director, Customer Solutions, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** February 01, 2022 **What do you like best about Onboard?** Providing customers with one 'to-do' list for a successful onboarding has reduced the hands-on support needed during their first few months on our platform. Communicating directly in the tasks has kept all of our information in one central place. **What do you dislike about Onboard?** Not a disklike, but being able to add multiple types of maps would be really helpful, we already see many uses for the platform outside of initial onboardings, so being able to segment the global tasks by map type would be ideal. **What problems is Onboard solving and how is that benefiting you?** We are currently using onboard during the initial onboarding of new customers, for new user training after an organization is no longer onboarding, and for product-specific outreaches based on a user's specific role in their organization. ### 22. Easy to Follow Collaborative Workflow **Rating:** 5.0/5.0 stars **Reviewed by:** Kimberly P. | Customer Experience Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 03, 2022 **What do you like best about Onboard?** When working with clients, I love that they can see what steps are coming up and chat with me in the platform to complete tasks. I also love that we're still able to have internal communications and tasks that the client doesn't need to see. **What do you dislike about Onboard?** Some of our clients can't open the site due to overly sensitive firewalls, so they can't access the awesome Onboard list we created for them. **What problems is Onboard solving and how is that benefiting you?** We're solving the communication gap and setting client expectations. Clients feel more comfortable in the onboarding process because they can see what is complete and incomplete every step of the way. ### 23. Must Have for Onboarding **Rating:** 5.0/5.0 stars **Reviewed by:** Scott R. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** February 01, 2022 **What do you like best about Onboard?** The user-friendliness and the increased productivity the software has provided to the team. Onboarding can be a forgotten part of the Customer Success process. It's an easy set-up and value is realized almost immediately. The entire team loved it and probably now couldn't live without it. **What do you dislike about Onboard?** There really isn't anything that I dislike. In the beginning, it was missing a chat feature but that has since been updated and has everything needed for successful onboarding. **What problems is Onboard solving and how is that benefiting you?** The main problem was an efficient way to onboard clients in a fast/easy-to-use manner that is trackable. Usually, this was done via spreadsheets or other project management software that just wasn't productive enough. The benefits are a transparent onboarding process, easy to manage expectations, and a faster onboarding process. ### 24. Onboard reduces internal cost while bettering customer experience **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Transportation/Trucking/Railroad | Small-Business (50 or fewer emp.) **Reviewed Date:** March 04, 2022 **What do you like best about Onboard?** The variable concept is super intuitive, we can spin up new onboarding programs in less than 2 minutes. More than that, our customers have enjoyed the interface which allows them to onboard on their schedule with the information they need to do it all on hand. It also integrates and is listed on Zapier, creating automation through the whole process - Closed Won to Support **What do you dislike about Onboard?** There isn't anything really -- it's simple and easy to use, I haven't had an issue. **What problems is Onboard solving and how is that benefiting you?** We're solving scale with onboard -compared to our prior process, we can manage twice as many onboardings. ### 25. Very helpful for our onboarding process with new clients **Rating:** 5.0/5.0 stars **Reviewed by:** Nate M. | Support and onboarding manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 28, 2022 **What do you like best about Onboard?** The software does a great job at presenting our new clients with all their onboarding steps in bite-size chunks which significantly relieves their stress as they begin using a new piece of software. **What do you dislike about Onboard?** Being able to have multiple map types would be great! **Recommendations to others considering Onboard:** Their customer service is fantastic and they listen to product feedback! **What problems is Onboard solving and how is that benefiting you?** It automates everything for us which gives our onboarding team so much time back to complete other tasks. ### 26. Great piece of software for no-nonsense customer onboarding management. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2022 **What do you like best about Onboard?** The application is easy to navigate. I enjoy the ability to add tags as well as how easy it is to build an API for integration with other apps. Their customer service is stellar too! **What do you dislike about Onboard?** Could use a few more fields of data for Customer profiles, as well as ability to customize customer colors. **What problems is Onboard solving and how is that benefiting you?** We are solving a discombobulated workstream of implementing software at our customer sites. This will help streamline our implementation and the timeline around it. ### 27. Helps create an easy to follow customer experience. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** January 31, 2022 **What do you like best about Onboard?** Set-up is quick and very customizable. The Onboard team is also extremely responsive to any requests for assistance and workflow support. **What do you dislike about Onboard?** We'd like to see the ability to categorize our maps and tasks based on customer types a bit more and the ability for adjustments to global tasks to push updates to any in-progress maps. **What problems is Onboard solving and how is that benefiting you?** Onboard.io is providing our customers with relevant information in the order that we think would be most intuitive to their onboarding process. We've received positive feedback that the checklist format and ability to engage with multiple team members have been really helpful. ### 28. Great Experience All Around **Rating:** 5.0/5.0 stars **Reviewed by:** Hannah N. | Implementation Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** July 28, 2021 **What do you like best about Onboard?** I'm impressed by the ease of access and the intuitiveness of the platform for our customers. They are able to access the platform without creating yet another additional login and without dedicating too much time to learning a new platform. It's easy for them to keep on track and communicate with me directly on the platform. Onboard has simplified our implementation process greatly. **What do you dislike about Onboard?** I wouldn't say there is anything I dislike. However, there are some functionalities that haven't been rolled out that would have been helpful already. I'm excited to see all the things that will be added. **What problems is Onboard solving and how is that benefiting you?** Our company needed a platform where all of our implementation processes could be housed rather than living across email and other software. Now our implementation is clearly defined and simplified. Our customers can see a map toward the completion of the implementation process and plan ahead for upcoming tasks/dates appropriately. It has increased the communication between our team and the customer's team as well. I think an added benefit that we didn't initially foresee is that we've been able to identify some pain points in our process and begin the work of remedying that and also shortening our implementation timeline to add value for our customers quicker. ### 29. Easy to use, hugely helpful! **Rating:** 5.0/5.0 stars **Reviewed by:** Cindy D. | VP, Customer Success, Small-Business (50 or fewer emp.) **Reviewed Date:** July 27, 2021 **What do you like best about Onboard?** Onboard is very flexible and speeds up our onboarding process. **What do you dislike about Onboard?** There isn't anything that I dislike. The team is responsive to feedback when I have it. **Recommendations to others considering Onboard:** The team at Onboard "gets it" and their deep experience in customer onboarding is apparent in the design and features within Onboard. I am grateful to be able to leverage their expertise by using Onboard. **What problems is Onboard solving and how is that benefiting you?** Onboard allows our small team to provide a consistent onboarding experience and provides an amazing customer experience that translates to higher growth potential. We are also finding the customer maps help to ramp up new hires more efficiently - super important for a high-growth team! Onboard also provides a level of transparency to the entire organization as to the status of each implementation. With Onboard we are able to have easy and quick visibility into all our implementations which is helpful for resource planning purposes. ### 30. The solution I've been looking for **Rating:** 5.0/5.0 stars **Reviewed by:** Larry H. | Assistant Vice President, Partner Success, Mid-Market (51-1000 emp.) **Reviewed Date:** July 30, 2021 **What do you like best about Onboard?** The support provided by the onboard team, The ease of use for our partners, overall user experience for internal and external stakeholders. **What do you dislike about Onboard?** These not a significant amount of opportunity for customization around notifications, but I believe that's coming soon. **Recommendations to others considering Onboard:** If you haven't found your onboarding solution yet, connect with Will and his team. They have been stellar in ensuring the product meets all of our needs. **What problems is Onboard solving and how is that benefiting you?** Each one of our partners goes through a rigorous implementation process that includes a significant number of steps, requires consistent communication, and has us exchanging many documents with partners. Onboard has helped us manage all of this with an easy-to-use platform that our partners have given us positive reviews on. Two highlights of the platform are the lack of a separate username and password required for external partners to leverage the platform (makes it easy for them to access) and a streamlined UI that keeps our partners focused on the tasks the need to complete. ### 31. Easy to work with and fantastic customer experience. **Rating:** 5.0/5.0 stars **Reviewed by:** Robert H. | Implementation Engineer, Mid-Market (51-1000 emp.) **Reviewed Date:** August 31, 2021 **What do you like best about Onboard?** When it comes to managing a product implementation, the end-user experience can be somewhat lacking, and that is the arena that Onboard fits perfectly. Providing the tools that allow for step-by-step client management and keeping task targets and goals in check is a great asset when multiple teams are involved. **What do you dislike about Onboard?** I am not sure I have any dislikes at the moment. The Onboard team has been excellent at filling gaps that I once had. **What problems is Onboard solving and how is that benefiting you?** It has become very easy to direct our clients to Onboard and give them open tasks that require attention. It has helped with keeping the focus on the end goal. **Official Response from Jeff Epstein:** > Thank you for the review Robert, we appreciate your feedback and look forward to helping you and your team scale! ### 32. Onboard is a great tool for onboarding tech customers! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Research | Small-Business (50 or fewer emp.) **Reviewed Date:** February 03, 2022 **What do you like best about Onboard?** I love creating clear and interactive checklists/maps with support documentation to navigate my customers through their onboarding journey. **What do you dislike about Onboard?** Nothing! I just wish more of my customers would utilize it to it's full extent. **What problems is Onboard solving and how is that benefiting you?** Using Onboard has given us an opportunity to create a checklist for our customers to follow. It helps them communicate with each other as well. ### 33. A must-have for Onboarding/Activation teams! **Rating:** 5.0/5.0 stars **Reviewed by:** Tami T. | Support & Engagement Lead **Reviewed Date:** July 15, 2021 **What do you like best about Onboard?** I LOVE their "if this then that" / custom variable workflow functionality. What this allows me to do is answer a few specific questions about each customer's use case, which then generates a personalized workflow for them automatically. Prior to this I was doing everything manually in a spreadsheet as I didn't have any other way to achieve the workflow I envisioned (efficiently) :) **What do you dislike about Onboard?** There are only a couple of things I'd loved to see improved on: - Having a drip campaign that shows you the workflow for setting up a new onboarding journey (it wasn't super clear to me exactly what steps I needed to take, but once I figured it out it was incredibly easy to get going). - There isn't a centralized dashboard that allows you to see what tasks your team members also have outstanding (e.g., as a team leader, it's helpful for me to not only see the tasks assigned to me but also what my teams are working on and are blocked by). I've shared this feedback with their team and am pretty confident both of these quality of life improvements will be made soon! **What problems is Onboard solving and how is that benefiting you?** Onboard allows me to automate personalized onboarding journeys for all of my customers, eliminating the need to use spreadsheets or trello boards! :) For some context, my customers are mostly Enterprise tiered and require very tailored onboarding journeys, some more complex than others. What I was doing in the past was creating individual workflows one by one as needed, but with Onboard, I can set up the most common/impactful variables, answer a few questions about the customer when kicking off onboarding, and the Onboard takes care of the rest. I can also easily customized the workflows once they are spun up for each customer if they have additional variables that the workflow doesn't include automatically, which is a really nice touch (e.g. I'm not bound to the templates). ### 34. Amazing product keeping me efficient with onboarding. **Rating:** 5.0/5.0 stars **Reviewed by:** Nora G. | Presales Engineer / Atlassian SME, Small-Business (50 or fewer emp.) **Reviewed Date:** August 31, 2021 **What do you like best about Onboard?** First of all - Onboard is so easy to use and set up. I was able to set up my instance in one day. Whenever I did have any questions, their support was always kind and quick. I looked into multiple tools before choosing Onboard, which could do what all the other tools could do all in one product. I especially love creating and using the dynamic onboarding "maps", which were much more flexible than using and creating templates. **What do you dislike about Onboard?** I can't think of anything I dislike about Onboard. **What problems is Onboard solving and how is that benefiting you?** I now have more visibility over my team and customers in onboarding and also have a more efficient onboarding process with the use of "maps" and automation. ### 35. Great product. Helps to stay organized and on top of client onboarding **Rating:** 5.0/5.0 stars **Reviewed by:** Shane B. | Board Member, Small-Business (50 or fewer emp.) **Reviewed Date:** September 03, 2021 **What do you like best about Onboard?** As an agency, onboarding has always been a sticking point for us. When we found Onboard we immediately had a solutions to one of our most list **What do you dislike about Onboard?** Not much. The platform does what we need it to do and has improved the workflow of our client onboarding team. **Recommendations to others considering Onboard:** It does exactly what is advertised. Onboard is a great tool that solves a significant problem. **What problems is Onboard solving and how is that benefiting you?** The problem this tool solves is onboarding and organization. We now have a clear place to find the things we need and have a tool that can help guide clients into our systems more efficiently, saving us time and money. I would recommend this tool for any agency. ### 36. Onboard.io Review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** January 06, 2022 **What do you like best about Onboard?** It's a huge time saver for our technical onboarding process. We're able to templetize and assign variables and plans that are dynamic instead of rigid has been huge. **What do you dislike about Onboard?** Probably the internal user limit and additional user price although at the same time, they counter with unlimited external contacts, so it's hard to argue there. **Recommendations to others considering Onboard:** No brainer. Our company is highly considering extending to other departments within it. **What problems is Onboard solving and how is that benefiting you?** I think the repetitiveness in the onboarding process is something that the Onboard platform tackles right away efficiently. ### 37. Looking for more insight to your customer onboarding process? **Rating:** 5.0/5.0 stars **Reviewed by:** Patrick A. | Sr. Director - Customer Experience, Small-Business (50 or fewer emp.) **Reviewed Date:** August 31, 2021 **What do you like best about Onboard?** I love how easy to use Onboard.io is. The interface adapts for use by both individual contributors and managers easily. **What do you dislike about Onboard?** I wish it were easier to report on average time spent in each status and average time to value. **What problems is Onboard solving and how is that benefiting you?** Onboard.io has allowed us to grow our onboarding team and easily share progress with the executive team, sales, and onboarding. This software has become the home of our handoff between sales and account management ### 38. The Best Onboarding Software **Rating:** 5.0/5.0 stars **Reviewed by:** John N. | Manager of Customer Success, Small-Business (50 or fewer emp.) **Reviewed Date:** August 24, 2021 **What do you like best about Onboard?** Onboard.io clearly outlines all tasks needed to properly onboard a client. The easy-to-use interface is visually appealing and allows users to quickly identify tasks that prevent clients from completing the onboarding process. **What do you dislike about Onboard?** I like the product and the direction we are heading by using Onboard.io. There is nothing I dislike. **What problems is Onboard solving and how is that benefiting you?** We have reduced the time it takes to onboard clients by 50% in under 30 days. ### 39. Supportive team **Rating:** 5.0/5.0 stars **Reviewed by:** Jorge H. | Manager of School Partnerships, Small-Business (50 or fewer emp.) **Reviewed Date:** September 22, 2021 **What do you like best about Onboard?** Ease of use, and supportive team and open to feedback. **What do you dislike about Onboard?** It is a new tool, so might not have all things that you need right away. However, the Onboard team is currently working new features. **What problems is Onboard solving and how is that benefiting you?** Finding a simpler way to manage different external stakeholder's through multiple task without the need to create an account. ### 40. Exactly what the SaaS industry has needed for year. **Rating:** 5.0/5.0 stars **Reviewed by:** Stewart W. | Account Managerr, Small-Business (50 or fewer emp.) **Reviewed Date:** August 31, 2021 **What do you like best about Onboard?** Onboard gives the user and the users' clients unparalleled visibility into the onboarding process and leaves both parties with clear next steps and accountability. **What do you dislike about Onboard?** So far, I have not found anything about Onboard that I have disliked. They continue to improve! **What problems is Onboard solving and how is that benefiting you?** Ensuring our customers' first three months go as smoothly as possible. Poor and incomplete onboarding is almost always the main cause of lost customers for our business and others - Onboard eliminates the confusion and helps you lay out clear and actionable goals and plans with your newest clients. ### 41. Project Manager **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 31, 2021 **What do you like best about Onboard?** Onboard allows you to create a project timeline, assign tasks and provide notification when a specific task is due. It also allows you to stay in contact with your client with the convenient chat tool and doc depository. OnBoard is flexible, allowing you to customize a project specificity to your clients' needs. **What do you dislike about Onboard?** I wish I could archive a map then re-activate it when necessary. **What problems is Onboard solving and how is that benefiting you?** Ensuring the right person is assigned to a task ensuring the project moves forward, it holds all team members accountable ### 42. A must-have for small onboarding teams. **Rating:** 5.0/5.0 stars **Reviewed by:** Jay K. | Director of Customer Success, Small-Business (50 or fewer emp.) **Reviewed Date:** May 13, 2021 **What do you like best about Onboard?** Onboard allows us to maintain a personalized experience for new clients as we scale while reducing the demands on our team and empowering clients to take ownership of their deployment. **What do you dislike about Onboard?** Nothing currently - excited for continued new feature releases! **What problems is Onboard solving and how is that benefiting you?** We are a small team with a rapidly growing client base. The two biggest problems that we are solving with Onboard are the internal management of current deployments and empowering clients to play a more leading role in the deployment process. ### 43. Big fan of Onboard! **Rating:** 5.0/5.0 stars **Reviewed by:** Sam M. | Onboarding Pro **Reviewed Date:** March 02, 2021 **What do you like best about Onboard?** You can really customize your customer's journey. No matter how many variables there may be between your customers, you can quickly have a whole onboarding flow built out that is tailored to each customers needs based on the factors that you decide! **What do you dislike about Onboard?** It does everything that it should! There's nothing that I dislike about the functionality, but I am greatly looking forward to upcoming releases. **What problems is Onboard solving and how is that benefiting you?** We were in the process of attempting to build a consistent and repeatable onboarding process for our customers. The product that we are training our customers on, isn't complicated, but there is enough variance in our customer's needs, that building out a plan for each customer was eating up a lot of time. There also wasn't a great way to keep everything consistent from customer to customer, and to keep everyone internally on the same page. We were using a mix of other external tools, but wasting time with data entry etc. Onboard allows us to really consolidate things and to easily see what needs to be done next for each client. ### 44. Solves Onboarding Challenges! **Rating:** 5.0/5.0 stars **Reviewed by:** Angela G. | Director, Customer Success, Small-Business (50 or fewer emp.) **Reviewed Date:** March 04, 2021 **What do you like best about Onboard?** How easy it is to setup and customize. The ability to engage internal teams and customers is huge for us. I love the team at Onboard! They're always willing to listen and also talk through scenarios to determine best path. They also understand the challenges onboarding teams face as they too have been in our shoes. **What do you dislike about Onboard?** Nothing! They're very receptive to feedback. Can't wait to continue to grow with Onboard. **What problems is Onboard solving and how is that benefiting you?** We're trying to keep customers engaged with us and completing their action items while also looking for efficiency gains with the onboarding team. We're saving them time on sending emails and chasing down customers to keep projects on track. ### 45. Wonderful Experience with Onboard **Rating:** 5.0/5.0 stars **Reviewed by:** Brittany H. | Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2021 **What do you like best about Onboard?** The customer service has been outstanding. **What do you dislike about Onboard?** I have not yet run into anything I dislike thus far. **What problems is Onboard solving and how is that benefiting you?** Onboard is helping us to simplify and streamline our Onboarding Process, which significantly cuts down on our overall onboarding timeframe and helps to allow more bandwidth to our Customer Success Managers. ### 46. This is a software you NEED if you onboard clients. **Rating:** 5.0/5.0 stars **Reviewed by:** Adrianne M. | Customer Success Manager **Reviewed Date:** April 14, 2021 **What do you like best about Onboard?** The simplicity and ease of use of the platform. **What do you dislike about Onboard?** Nothing :) it has been amazing for me, my team, and our clients. **What problems is Onboard solving and how is that benefiting you?** We are shortening our onboarding time for our clients. While they're getting up and running in the platform more quickly, they're also becoming more familiar with our available resources. ### 47. Onboard helps me save time and keep on track **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Research | Small-Business (50 or fewer emp.) **Reviewed Date:** March 02, 2021 **What do you like best about Onboard?** The simplicity of the system - ease of use. Really easy for my clients to be able to use and they love knowing what they have done and have yet to do. I like being able to add comments **What do you dislike about Onboard?** It can be hard to change variables once you have already set them up. I wish that it integrated with Gainsight or other CS tools so that I don't have to track meetings twice **What problems is Onboard solving and how is that benefiting you?** Less follow-up emails. Able to better stay on track with my clients. Adds structure to the onboarding process. ### 48. Best onboarding platform I've used **Rating:** 5.0/5.0 stars **Reviewed by:** Robert C. | Director of Customer Success **Reviewed Date:** March 01, 2021 **What do you like best about Onboard?** very easy to use and can be shared with the customer **What do you dislike about Onboard?** can't think of anything that I dislike at this time **What problems is Onboard solving and how is that benefiting you?** Keeping track of customers in their onboarding process and what steps are next. How important tracking the customer journey is. ## Onboard Discussions - [What does Onboard do?](https://www.g2.com/discussions/what-does-onboard-do) - [What is OnBoard app?](https://www.g2.com/discussions/onboard-what-is-onboard-app) - [What is the best board software?](https://www.g2.com/discussions/onboard-what-is-the-best-board-software) - [What is On board software?](https://www.g2.com/discussions/onboard-what-is-on-board-software) - [View Onboard pricing details and edition comparison](https://www.g2.com/products/onboard-software-inc-onboard/reviews?section=pricing&secure%5Bexpires_at%5D=2026-07-17+01%3A19%3A48+-0500&secure%5Bsession_id%5D=5f1f0856-4969-4087-b256-4e441b6307ac&secure%5Btoken%5D=ce4e89ee61068054c5721a4d43771e5beb5d97eacc50ddd973fcb86a299f5bbe&format=llm_user) ## Onboard Integrations - [Asana](https://www.g2.com/products/asana/reviews) - [ChurnZero](https://www.g2.com/products/churnzero/reviews) - [ClickUp](https://www.g2.com/products/clickup/reviews) - [Confluence](https://www.g2.com/products/confluence/reviews) - [Docusign](https://www.g2.com/products/docusign/reviews) - [Gainsight Customer Success](https://www.g2.com/products/gainsight-customer-success/reviews) - [HubSpot Marketing Hub](https://www.g2.com/products/hubspot-marketing-hub/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [HubSpot Service Hub](https://www.g2.com/products/hubspot-service-hub/reviews) - [Jira](https://www.g2.com/products/jira/reviews) - [Jotform](https://www.g2.com/products/jotform/reviews) - [Looker](https://www.g2.com/products/looker/reviews) - [Metabase](https://www.g2.com/products/metabase/reviews) - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews) - [monday CRM](https://www.g2.com/products/monday-crm/reviews) - [Notion](https://www.g2.com/products/notion/reviews) - [Salesforce Headless 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) - [SegmentUI](https://www.g2.com/products/segmentui/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [Snowflake](https://www.g2.com/products/snowflake/reviews) - [Tableau](https://www.g2.com/products/tableau/reviews) - [Totango](https://www.g2.com/products/totango/reviews) - [Typeform](https://www.g2.com/products/typeform/reviews) - [Vitally](https://www.g2.com/products/vitally/reviews) - [Workato](https://www.g2.com/products/workato/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) - [Zendesk Contact Center](https://www.g2.com/products/zendesk-contact-center/reviews) - [Zendesk for Customer Service](https://www.g2.com/products/zendesk-for-customer-service/reviews) ## Onboard Features **Onboarding Setup** - Workflows - Templates - Checklists **Project Tracking** - Monitoring - Resources - Content - Tasks - Optimization **Customer Engagement** - Portal - Engagement - Branding - Visibility - Collaboration ## Top Onboard Alternatives - [Rocketlane](https://www.g2.com/products/rocketlane-corp/reviews) - 4.7/5.0 (833 reviews) - [GUIDEcx](https://www.g2.com/products/guidecx/reviews) - 4.6/5.0 (459 reviews) - [ChurnZero](https://www.g2.com/products/churnzero/reviews) - 4.7/5.0 (1,591 reviews)