Freedom251 › Customer Onboarding Software
Onboard
What Onboard is
Onboard helps B2B teams coordinate customer implementations through repeatable workflows, deadlines, and shared progress views. Customers can use a magic-link portal to see tasks and timelines, upload files, ask questions, and collaborate. Launch plans can be generated from deal data so that relevant work appears and plans stay aligned 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, and Workato, alongside other CRM, collaboration, workflow, analytics, and development tools. A REST API with webhook support can support custom workflows. Onboard is web-based, with Starter from $25/mo month-to-month or $23/mo with annual prepay. Starter includes one paid seat and up to 25 active projects; Essentials and Pro include unlimited projects and customers. Starter has a 14-day trial, and Essentials has a 30-day trial, with no credit card required.
Who it suits
Onboard suits post-sale customer success, implementation, and onboarding teams managing multiple stakeholders, changing requirements, and fixed deadlines. Starter may fit teams needing one paid seat and up to 25 active projects.
What it does well
- Customer portal supports tasks, timelines, files, and questions.
- Plans can be generated from deal data.
- Dashboards show risks, capacity, and bottlenecks.
- REST API includes webhook support.
- Starter and Essentials trials require no credit card.
What to know first
- No free plan is listed.
- Starter has one paid seat and up to 25 active projects.
- Contributors and view-only users are unavailable on Starter.
Limits
Starter includes one paid seat and up to 25 active projects. Contributors and view-only users are unavailable on Starter; Essentials and Pro include unlimited projects and customers, with seat and contributor limits by plan.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Pro | $1,000/mo month-to-month; $900/mo with annual prepay · 10 paid seats · 10 contributors · unlimited view-only users, projects, and customers · custom integrations · priority support | $1,000 a month |
| Starter | $25/mo month-to-month; $23/mo with annual prepay · 1 paid seat · 25 active projects · unlimited customers · contributors and view-only unavailable | $25 a month |
| Essentials | $300/mo month-to-month; $270/mo with annual prepay · 5 paid seats · 5 contributors · unlimited view-only users · unlimited projects and customers · SSO and custom domains $50/mo each | $300 a month |
As onboard.io lists them, read 8 Oct 2026. The maker's own page has the final word.
Getting started
- Open https://onboard.io/
- Start the 14-day Starter or 30-day Essentials trial without a credit card
- Choose the Starter, Essentials, or Pro paid plan
- Use the web platform or REST API
- Connect listed tools such as Salesforce, HubSpot, Slack, Zapier, or Workato
- Create projects manually or trigger them from Salesforce, HubSpot, or Pipedrive deals
Verdict
Onboard combines customer-facing collaboration with deal-driven plans and project oversight. Its Starter plan begins at $25/mo month-to-month, with seat and project limits to consider.
Questions
How much does Onboard cost?
Starter is $25/mo month-to-month or $23/mo with annual prepay. Essentials is $300/mo month-to-month or $270/mo annually, while Pro is $1,000/mo month-to-month or $900/mo annually.
Does Onboard have a free plan or trial?
There is no free plan. The pricing page offers a 14-day Starter trial and a 30-day Essentials trial without requiring a credit card.
Which platforms does Onboard support?
Onboard is available on the web and through an API.
What integrations are listed?
The integrations page lists Salesforce, HubSpot, Slack, Zapier, Workato, and other CRM, collaboration, workflow, analytics, and development tools.
What does Pro add?
Pro includes 10 paid seats, 10 contributors, unlimited view-only users, projects, and customers, custom integrations, and priority support.
Facts from Onboard's own pages
- API
- Onboard offers a REST API with webhook support for custom workflows. · onboard.io, 8 Oct 2026
- Audience
- Onboard is built for post-sale customer success, implementation, and onboarding teams managing multiple stakeholders, variable requirements, and fixed deadlines. · onboard.io, 8 Oct 2026
- CRM automation
- Salesforce, HubSpot, or Pipedrive deals can trigger onboarding projects with task lists based on deal fields. · onboard.io, 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. · onboard.io, 8 Oct 2026
- Dashboards
- Project and portfolio dashboards show project status, risks, team capacity, average time-to-launch, and bottlenecks. · onboard.io, 8 Oct 2026
- Headquarters
- Miami Beach, Florida, United States · onboard.io, 28 Sept 2026
- Integrations
- The integrations page lists Salesforce, HubSpot, Slack, Zapier, Workato, and other CRM, collaboration, workflow, analytics, and development tools. · onboard.io, 8 Oct 2026
- Launch plans
- Launch plans can be generated dynamically from deal data so that only relevant work appears and plans stay aligned as details change. · onboard.io, 8 Oct 2026
- Limits
- Starter includes one paid seat and up to 25 active projects; Essentials and Pro include unlimited projects and customers. · onboard.io, 8 Oct 2026
- Purpose
- Onboard helps B2B teams manage customer implementations with repeatable workflows, deadlines, and shared progress visibility. · onboard.io, 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. · trust.onboard.io, 8 Oct 2026
- Support
- The Pro plan includes priority support, while the support page provides separate contacts for product questions, billing, privacy, and security. · onboard.io, 8 Oct 2026
- Trial
- The pricing page offers a 14-day Starter trial and a 30-day Essentials trial, with no credit card required. · onboard.io, 8 Oct 2026
Where Onboard stands on Freedom251
- Customer Onboarding Software#23 of 31
- User Onboarding Software#25 of 30