No. 27 of 31 ·Customer Onboarding Software

Onboard

Name: Onboard
Price: 25 USD

Web · API · paid plans from $25/mo

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Freedom report

One barScore 5.0

Free tierNo free tier on record
Open codeNo open-source code on record
Runs widely1 of 6 device platforms
DocumentedPlans, terms and facts published

Onboard is ranked #27 of 31 in customer onboarding software on Freedom251. It runs on API, Web. There is no free plan. A free trial is offered. Paid plans start at $25/mo.

Onboard plans and pricing

All plans

Starter $25/mo $25/mo month-to-month; $23/mo with annual prepay 1 paid seat · 25 active projects · unlimited customers · contributors and view-only unavailable onboard.io · 8 Oct 2026

Essentials $300/mo $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 onboard.io · 8 Oct 2026

Pro $1,000/mo $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 onboard.io · 8 Oct 2026

Compared on customer onboarding software

Free plan: No

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The record

Purpose: Onboard helps B2B teams manage customer implementations with repeatable workflows, deadlines, and shared progress visibility.
Customer portal: Customers can view onboarding tasks and timelines, upload files, ask questions, and collaborate through a portal accessed by magic link.
Launch plans: Launch plans can be generated dynamically from deal data so that only relevant work appears and plans stay aligned as details change.
Dashboards: Project and portfolio dashboards show project status, risks, team capacity, average time-to-launch, and bottlenecks.
Integrations: The integrations page lists Salesforce, HubSpot, Slack, Zapier, Workato, and other CRM, collaboration, workflow, analytics, and development tools.
CRM automation: Salesforce, HubSpot, or Pipedrive deals can trigger onboarding projects with task lists based on deal fields.
API: Onboard offers a REST API with webhook support for custom workflows.
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.
Trial: The pricing page offers a 14-day Starter trial and a 30-day Essentials trial, with no credit card required.
Limits: Starter includes one paid seat and up to 25 active projects; Essentials and Pro include unlimited projects and customers.
Support: The Pro plan includes priority support, while the support page provides separate contacts for product questions, billing, privacy, and security.
Audience: Onboard is built for post-sale customer success, implementation, and onboarding teams managing multiple stakeholders, variable requirements, and fixed deadlines.
Headquarters: Miami Beach, Florida, United States
Price from: $25/mo

Where it ranks on Freedom251

Best Customer Onboarding Software in 2026#27 of 31
Best User Onboarding Software in 2026#24 of 30

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Sources

onboard.io· checked 8 Oct 2026
onboard.io/product· checked 8 Oct 2026
onboard.io/integrations· checked 8 Oct 2026
trust.onboard.io· checked 8 Oct 2026
onboard.io/pricing· checked 8 Oct 2026
onboard.io/about-us· checked 8 Oct 2026