Onboardwerks

0 reviews

Onboardwerks is a customer onboarding platform built for small and medium businesses that want to deliver a consistent, professional onboarding experience without the complexity of enterprise tools. Create reusable onboarding playbooks that guide every customer from signed contract to fully onboarded. Assign tasks, track progress, share files, and keep everyone—internal team and customers alike—aligned on what's next. Customers get their own portal to see exactly where they are in the process, eliminating the endless "what's the next step?" emails. Key capabilities: - Reusable workflow templates for standardized onboarding - Task assignment and tracking with due dates - Customer-facing portal for progress visibility - File sharing and document management - Team collaboration and @mentions - Email notifications to keep everyone on track Built for growing teams who need structure without overhead. Get up and running in minutes, not months—no implementation consultants required. From the makers of Orderwerks.