Matthew B.
MB
Matthew B.
Director, Customer Solutions
Computer Software
Small-Business (50 or fewer emp.)
"Automates and simplifies much of the customer onboarding process"
5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Kimberly P.
KP
Kimberly P.
Customer Experience Manager
Mid-Market (51-1000 emp.)
"Easy to Follow Collaborative Workflow"
5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

SR
Scott R.
Founder
Small-Business (50 or fewer emp.)
"Must Have for Onboarding"
5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Transportation/Trucking/Railroad
UT
Verified User in Transportation/Trucking/Railroad
Small-Business (50 or fewer emp.)
"Onboard reduces internal cost while bettering customer experience"
5/5
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 Review collected by and hosted on G2.com.

What do you dislike about Onboard?

There isn't anything really -- it's simple and easy to use, I haven't had an issue. Review collected by and hosted on G2.com.

Nate M.
NM
Nate M.
Support and onboarding manager
Small-Business (50 or fewer emp.)
"Very helpful for our onboarding process with new clients"
5/5
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. Review collected by and hosted on G2.com.

What do you dislike about Onboard?

Being able to have multiple map types would be great! Review collected by and hosted on G2.com.

Verified User in Computer Software
AC
Verified User in Computer Software
Small-Business (50 or fewer emp.)
"Great piece of software for no-nonsense customer onboarding management."
5/5
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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Computer Software
AC
Verified User in Computer Software
Small-Business (50 or fewer emp.)
"Helps create an easy to follow customer experience."
5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Hannah N.
HN
Hannah N.
Implementation Specialist
Mid-Market (51-1000 emp.)
"Great Experience All Around"
5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Cindy D.
CD
Cindy D.
VP, Customer Success
Small-Business (50 or fewer emp.)
"Easy to use, hugely helpful!"
5/5
What do you like best about Onboard?

Onboard is very flexible and speeds up our onboarding process. Review collected by and hosted on G2.com.

What do you dislike about Onboard?

There isn't anything that I dislike. The team is responsive to feedback when I have it. Review collected by and hosted on G2.com.

Larry H.
LH
Larry H.
Assistant Vice President, Partner Success
Mid-Market (51-1000 emp.)
"The solution I've been looking for"
5/5
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. Review collected by and hosted on G2.com.

What do you dislike about Onboard?

These not a significant amount of opportunity for customization around notifications, but I believe that's coming soon. Review collected by and hosted on G2.com.