How much does Onboard.io cost and what's included?

Onboard.io is available as a subscription service for $49/month. This price includes access to all its features, such as automated workflows, customizable checklists, real-time tracking, CRM integrations, and user feedback tools, designed to automate customer onboarding and implementation.

Can Onboard.io integrate with existing CRM systems for SaaS companies?

Yes, Onboard.io is designed to integrate with existing CRM systems, which is a key feature for SaaS companies. This allows for seamless data flow and ensures that customer onboarding and implementation processes are synchronized with your current customer relationship management efforts.

Onboard.io

Customer onboarding automation platform

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Shyft Score

Directory quality rating

Reviewed

53/100

Quiet

Found in 1 source

Our take

The verdict on Onboard.io

AI-generated

Onboard.io specializes in managing and automating customer onboarding and implementation processes. Its focus on automation and customer experience sets it apart in the B2B support space.

Strengths

Automated onboarding processes
Focus on customer experience
Scalable for B2B support

Limitations

Limited information on pricing
May require integration with existing systems

Best for: B2B companies looking to streamline their customer onboarding processes.

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Benefits

Why teams choose Onboard.io

Reduce customer onboarding time by up to 70% with automated workflows

Increase customer satisfaction scores through consistent and personalized onboarding experiences

Eliminate manual tracking with real-time visibility into every customer's implementation progress

Boost customer retention rates by ensuring successful product adoption from day one

About

What is Onboard.io?

Onboard.io automates customer onboarding and implementation workflows. It tracks progress, manages checklists, integrates with CRM systems, and collects user feedback.

Key capabilities

Automated onboarding workflows

Customizable onboarding checklists

Real-time progress tracking

Integration with CRM systems

User feedback collection tools

At a glance

What you can do with Onboard.io

Automate multi-step customer onboarding workflows

Reduce time-to-value for new customers

Track implementation progress with visible checklists

Collect customer feedback during onboarding

Reduce support tickets with automated guidance

Best for

SaaS companiesCustomer success teamsProduct managers

Pricing

Onboard.io pricing

Onboard.io starts at $49/mo

Starting at $49/mo

Ecosystem

Connected ecosystem

MCP servers, AI skills, and integrations that work with Onboard.io

Integrations

SalesforceHubSpotZapierSlackIntercomZendeskGoogle AnalyticsMailchimpAsana

FAQs

Frequently asked questions

Common questions about Onboard.io and its capabilities

Onboard.io offers automated onboarding workflows, customizable checklists, and real-time progress tracking. It also integrates with CRM systems and includes user feedback collection tools, making it ideal for customer success teams to streamline implementation and improve user adoption.