Name: Onboard
Rating: 5.0 (8 reviews)

Onboard

Maker

Thanks @mwseibel for hunting us, we appreciate you Hey Product Hunt 👋 I’m Jeff, co-founder of Onboard. I’m so excited to share our product with this awesome community! Onboard helps Customer-focused teams automate, manage, & streamline their customer onboarding process. We know this problem because we spent most of the last decade onboarding some of the world’s largest companies without purpose-built software. So how does Onboard work? 🚀 Onboard creates customized launch plans for each customer, automatically 🔎 Onboard provides all stakeholders (both internal & external) visibility into who, what, how & when tasks need to be completed 🤝 Customers receive their own view, accessible via magic link (no logins or passwords) 🤩 Most importantly, customers receive a better experience at the most crucial part of their journey Onboard can help your company: ⏰ Launch customers faster 🤝 Collaborate transparently with all stakeholders, internal & external 💪 Empower your onboarding team to deliver value (opposed to sending email reminders) 🤩 Provide a world-class customer experience Can’t wait to hear your feedback. Click here to schedule a demo: https://see.onboard.io/demorequest OR Click here to set up a 14-day trial: https://see.onboard.io/trial-sig...

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3yr ago

Tevi Hirschhorn

Just For Today by Fred (Not Freud)

@mwseibel @jeff_from_onboard woohoo! Congrats!

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3yr ago

Jeff Epstein

Onboard

Maker

@mwseibel @tevih Thank you Tevi!

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3yr ago

Bryce Kaiser

observIQ Cloud

@mwseibel @jeff_from_onboard This looks awesome. How does it integrate with existing CRMs? We track stages in our CRM, but the detailed needs of our onboarding clients are still falling into spreadsheets. Would love to use something like this and keep our CRM up to date automatically as the client moves through the onboarding process.

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3yr ago

Jeff Epstein

Onboard

Maker

@mwseibel @bryce_kaiser1 Great question, thanks for the comment Bryce! We integrate bi-directionally (via Zapier) into all the common CRMs most of our customers use one of these integrations. We also have a bunch of webhooks and tons of API endpoints... https://docs.onboard.io/ Happy to elaborate - jeff@onboard.io if you are interested in connecting.

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3yr ago

Bryce Kaiser

observIQ Cloud

@mwseibel @jeff_from_onboard That's perfect. We already use Zapier (also Pipefy) for building workflows between applications. Love to see that Onboard supports that.

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3yr ago

Mitch Kuchenberg

Having known and worked with Jeff, Matt, and Will, Zach, Marko and Greg I can say they're a rock star team and the product looks amazing. Congratulations guys.

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3yr ago

Jeff Epstein

Onboard

Maker

@mitch_kuchenberg Thanks Mitch, truly appreciate the kind words!

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3yr ago