B2B customer onboarding platform that replaces spreadsheets with repeatable, transparent implementation workflows.
Onboard.io is a purpose-built SaaS platform for B2B teams to manage and automate customer onboarding and implementations. It provides a Customer Portal where clients complete forms and upload files, auto-generated templates and timelines per client, and a real-time dashboard showing task ownership, deadlines, and onboarding health. The platform integrates with Salesforce, HubSpot, and 100+ other apps. Pricing: Starter $25/mo, Essentials $300/mo, Pro $1,000/mo; free trials available. Onboard.io is a product of Onboard.io.