Robert H.
RH
Robert H.
Implementation Engineer
Mid-Market (51-1000 emp.)
"Easy to work with and fantastic customer experience."
5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Jeff Epstein of Onboard

Thank you for the review Robert, we appreciate your feedback and look forward to helping you and your team scale!

Verified User in Research
UR
Verified User in Research
Small-Business (50 or fewer emp.)
"Onboard is a great tool for onboarding tech customers!"
5/5
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. Review collected by and hosted on G2.com.

What do you dislike about Onboard?

Nothing! I just wish more of my customers would utilize it to it's full extent. Review collected by and hosted on G2.com.

Tami T.
TT
Tami T.
Support & Engagement Lead
"A must-have for Onboarding/Activation teams!"
5/5
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) :) Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

Nora G.
NG
Nora G.
Presales Engineer / Atlassian SME
Small-Business (50 or fewer emp.)
"Amazing product keeping me efficient with onboarding."
5/5
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. Review collected by and hosted on G2.com.

What do you dislike about Onboard?

I can't think of anything I dislike about Onboard. Review collected by and hosted on G2.com.

Shane B.
SB
Shane B.
Board Member
Small-Business (50 or fewer emp.)
"Great product. Helps to stay organized and on top of client onboarding"
5/5
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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Marketing and Advertising
AM
Verified User in Marketing and Advertising
Small-Business (50 or fewer emp.)
"Onboard.io Review"
5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Patrick A.
PA
Patrick A.
Sr. Director - Customer Experience
Small-Business (50 or fewer emp.)
"Looking for more insight to your customer onboarding process?"
5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

John N.
JN
John N.
Manager of Customer Success
Small-Business (50 or fewer emp.)
"The Best Onboarding Software"
5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Jorge H.
JH
Jorge H.
Manager of School Partnerships
Small-Business (50 or fewer emp.)
"Supportive team"
5/5
What do you like best about Onboard?

Ease of use, and supportive team and open to feedback. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Stewart W.
SW
Stewart W.
Account Managerr
Small-Business (50 or fewer emp.)
"Exactly what the SaaS industry has needed for year."
5/5
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. Review collected by and hosted on G2.com.

What do you dislike about Onboard?

So far, I have not found anything about Onboard that I have disliked. They continue to improve! Review collected by and hosted on G2.com.