Onboard
Onboard helps B2B teams manage customer implementations through repeatable workflows, deadlines, and shared progress.
What Onboard is
Onboard helps B2B teams manage customer implementations through repeatable workflows, deadlines, and shared progress. Customers use a magic-link portal to view tasks and timelines, upload files, ask questions, and collaborate. Launch plans can be generated from deal data so each customer sees relevant work as details change. Salesforce, HubSpot, or Pipedrive deals can trigger projects with task lists based on deal fields. Project and portfolio dashboards show status, risks, team capacity, average time-to-launch, and bottlenecks. Listed integrations include Salesforce, HubSpot, Slack, Zapier, Workato, and other CRM, workflow, analytics, collaboration, and development tools. A REST API with webhooks supports custom workflows. Starter costs $25 a month month-to-month or 23.00 USD with annual prepay; Essentials costs 300.00 USD monthly or 270.00 USD annually prepaid; Pro costs 1000.00 USD monthly or 900.00 USD annually prepaid. Onboard offers 14-day Starter and 30-day Essentials trials.
Good
- Customer portal with magic-link access
- Deal-driven launch plans
- Project and portfolio dashboards
- REST API with webhooks
- 14-day and 30-day trials
Watch out
- No free plan
- Starter limited to 25 active projects
- Starter has one paid seat
- In-app tours unavailable
Who it suits
Onboard suits post-sale, implementation, and customer-success teams coordinating multiple stakeholders, changing requirements, and fixed deadlines. It is also useful for teams needing CRM-triggered projects, portals, dashboards, or API workflows.
Verdict
Onboard organizes customer implementations from deal-triggered plans through shared portals and progress dashboards. Its tiered pricing and Starter limits make plan selection important as project volume and team size increase.
Plans and prices
From Onboard's own pricing page, checked 8 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Starter | $25 a month | 1 paid seat · 25 active projects · unlimited customers · contributors and view-only unavailable · $25/mo month-to-month; $23/mo with annual prepay |
| Essentials | $300 a month | 5 paid seats · 5 contributors · unlimited view-only users · unlimited projects and customers · SSO and custom domains $50/mo each · $300/mo month-to-month; $270/mo with annual prepay |
| Pro | $1,000 a month | 10 paid seats · 10 contributors · unlimited view-only users, projects, and customers · custom integrations · priority support · $1,000/mo month-to-month; $900/mo with annual prepay |
The facts
Each one read from Onboard's own pages, with the date it was checked.
What it does
- API
- Onboard offers a REST API with webhook support for custom workflows.checked 8 Oct 2026
- Audience
- Onboard is built for post-sale customer success, implementation, and onboarding teams managing multiple stakeholders, variable requirements, and fixed deadlines.checked 8 Oct 2026
- CRM automation
- Salesforce, HubSpot, or Pipedrive deals can trigger onboarding projects with task lists based on deal fields.checked 8 Oct 2026
- Customer portal
- Customers can view onboarding tasks and timelines, upload files, ask questions, and collaborate through a portal accessed by magic link.checked 8 Oct 2026
- Dashboards
- Project and portfolio dashboards show project status, risks, team capacity, average time-to-launch, and bottlenecks.checked 8 Oct 2026
- Integrations
- The integrations page lists Salesforce, HubSpot, Slack, Zapier, Workato, and other CRM, collaboration, workflow, analytics, and development tools.checked 8 Oct 2026
- Limits
- Starter includes one paid seat and up to 25 active projects; Essentials and Pro include unlimited projects and customers.checked 8 Oct 2026
- Purpose
- Onboard helps B2B teams manage customer implementations with repeatable workflows, deadlines, and shared progress visibility.checked 8 Oct 2026
- Security
- The Trust Center lists SOC 2 Type II, CCPA, GDPR, and COPPA among its compliance standards, and says the updated SOC 2 Type II audit report was completed August 5, 2026.checked 8 Oct 2026
- Support
- The Pro plan includes priority support, while the support page provides separate contacts for product questions, billing, privacy, and security.checked 8 Oct 2026
The company
- Headquarters
- Miami Beach, Florida, United Stateschecked 28 Sep 2026
Money
- Launch plans
- Launch plans can be generated dynamically from deal data so that only relevant work appears and plans stay aligned as details change.checked 8 Oct 2026
- Trial
- The pricing page offers a 14-day Starter trial and a 30-day Essentials trial, with no credit card required.checked 8 Oct 2026
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