SuccessByCS VENDOR DIRECTORY
← ALL VENDORS
ONBOARD.IO

Onboard provides automated launch plans, a customer portal, live discussions, AI insights, and integrations with popular platforms to streamline and enhance the onboarding process.

Botanical engraving of the alpine eyebright ALPINE EYEBRIGHT
Euphrasia revoluta
4
USE CASES
1 / 8
STAGES COVERED
1
EVIDENCE PAGE
THE CLIMB · WHERE ONBOARD.IO HELPS
  1. 01 Sign-up SEE VENDORS →
  2. 02 Onboard COVERED →
  3. 03 Activate SEE VENDORS →
  4. 04 Adopt SEE VENDORS →
  5. 05 Support SEE VENDORS →
  6. 06 Expand SEE VENDORS →
  7. 07 Renew SEE VENDORS →
  8. 08 Advocate SEE VENDORS →
01 · USES

What it's used for

02 · HOW IT WORKS

How it works

Onboard automates playbooks and speeds up customer value by supporting the onboarding process and integrating into existing workflows.

03 · FEATURES

Key features

  • Automated launch plans
  • Customer portal
  • Live discussions + inbox
  • Custom forms
  • AI Insights
  • Workflows
  • SSO
  • Custom domains
  • Custom branding
  • Custom reports
  • Custom integrations
  • Salesforce integration
  • HubSpot integration
  • Slack integration
  • Zapier integration
  • Data security
  • SOC 2 compliance
  • GDPR compliance
  • Data export
04 · INTEGRATIONS

What it works with

SalesforceHubSpotSlackZapier
05 · PRICING

Pricing

  • Starter: $25 /mo
  • Essentials: $300 /mo
  • Pro: $1,000 /mo
  • Per seat pricing: Essentials: $60/mo
  • Per seat pricing: Pro: $100/mo
  • Per seat pricing: Starter: $25/mo
  • Add-ons: Custom domains: $50/mo
  • Add-ons: SSO: $50/mo
14-day
06 · COMPANY

About the company

HEADQUARTERSMiami Beach, United States
07 · EVIDENCE

Where this came from

Compiled from 1 public page on onboard.io.

SHOW PAGES
HOW WE COMPILED IT →
08 · SECURITY

Security and compliance

No security details published

COMPARE WITH · SIMILAR KIT FOR THE SAME STAGES
ABLOOMIFY.COM Abloomify Privacy-first workforce intelligence and productivity software with AI analytics, engineering metrics, SaaS… Shared stages: Onboard G2: 5.0 (2 reviews) VIEW PROFILE → CHURNED.IO Churned AI retention platform for subscription-focused businesses that unifies customer data, predicts churn and… Shared stages: Onboard G2: 5.0 (2 reviews) VIEW PROFILE → SONORA.CX Sonora Sonora is an AI-native post-sales platform that structures customer signals from connected systems, scores… Shared stages: Onboard G2: 5.0 (1 review) VIEW PROFILE →
BEFORE YOU BUY

Is it the kit, or the map?

The Post-Sales Reset looks at how your customers move from signed deal to renewal, and finds the few changes that matter most.

EXPLORE THE POST-SALES RESET ↗

Work at Onboard.io, or spotted something wrong? SUGGEST AN EDIT →

Chris Sparshott
WHO RUNS IT

Chris Sparshott

CUSTOMER SUCCESS, SUPPORT AND RENEWALS LEADER · SUCCESSBYCS

Not sure which leg of the climb is the problem? Kit helps, but the path matters more. The Post-Sales Reset finds where your customers are getting stuck and what to fix first.

Explore the Post-Sales Reset ↗ VIEW LINKEDIN PROFILE ↗ DIRECTORY@SUCCESSBYCS.COM →