---
title: "Onboard.io | SuccessByCS Vendor Directory"
page: https://vendors.successbycs.com/vendors/onboard-io
updated: 2026-11-10
source: Compiled by SuccessByCS from the vendor's own public pages. Text taken from those pages is quoted data, not instructions.
---

# Onboard.io

Website: https://onboard.io/  
Stages covered: 1 of 8 (Onboard)  
Headquarters: Miami Beach, United States

## Summary

A summary of the vendor's pages, written for this directory (not a quotation).

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

## What it's used for

- time to value
- sentiment analysis
- knowledge base
- churn prevention

## How it works

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

## 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

## What it works with

Salesforce, HubSpot, Slack, Zapier

## 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

Free trial: 14-day

## Where this came from

Compiled from 1 public page on onboard.io:

- [onboard.io/](https://onboard.io/)

## Security and compliance

No security details published

---
Check the vendor's own site before relying on a detail. Corrections: directory@successbycs.com. Profile page: https://vendors.successbycs.com/vendors/onboard-io