Onboard Reviews & Product Details

I love the automated reminders internally and externally! Review collected by and hosted on G2.com.

The overall product is amazing. You may run into slight technical errors here and there, but the OB.io team jumps on them quickly. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Nothing much. Probably ability to change the theme can be helpful. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

For now, there is nothing I dislike about Onboard. I'm sure the team will keep releasing more features as time passes. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.