Onboard
Onboard: A project-focused onboarding platform with portals, automation, dashboards, and CRM integrations. Ranked #19 of 30 in User Onboarding Software by our editors (7.4/10); pricing: 14-day trial; best for customer-success teams managing onboarding projects.
At a glance
- Editor score7.4 / 10
- Pricing14-day trial
- Best forCustomer-success teams managing onboarding projects
- Free planNo
- Paid from$23/mo
- In-app toursNo
- Facts checked21 Sep 2026
Where it wins
- Dynamic launch plans based on deal and onboarding variables
- Customer portals, templates, tasks, forms, and document workflows
- CRM, collaboration, automation, and data integrations
Where it doesn't
- No in-app product adoption tours
- Starter is limited to 25 active projects
- Advanced features require higher-priced plans
Our verdict on Onboard
Onboard is a customer onboarding and implementation platform for B2B SaaS post-sale teams. It is designed for customer-success and implementation groups managing launch plans, tasks, deadlines, communication, documents, forms, and project visibility from contract through go-live. Its customer portal uses magic-link access, while dashboards track onboarding progress across projects, portfolios, and KPIs. Dynamic launch plans can use deal and onboarding variables, giving teams a structured way to manage multi-stakeholder implementations rather than in-app product adoption.
Pricing is organized around three tiers, with monthly and annual-prepay equivalents. Starter costs $25 per month monthly or $23 per month annually, includes 1 paid seat and 25 active projects, and provides unlimited customers, a customer portal, templates, task management, live discussions, and an inbox. Essentials costs $300 monthly or $270 monthly annually, adds 5 paid seats, 5 contributors, unlimited view-only users, unlimited projects, Salesforce and HubSpot integrations, and workflows and automation. Pro costs $1,000 monthly or $900 monthly annually, with 10 paid seats, 10 contributors, unlimited view-only users and projects, advanced reporting and dashboards, SSO, and custom integrations. A 14-day Starter trial is available.
Onboard’s ecosystem includes Salesforce, HubSpot, Slack, Zapier, Workato, Pipedrive, Asana, Jira, Zoom, Notion, Gmail, Outlook, Microsoft, Twilio, and Snowflake, alongside web and API access. Workflow automation, AI insights, custom forms, and document workflows extend its focus beyond basic checklists. The main boundary is equally clear: Onboard explicitly does not support in-app product tours. Teams coordinating post-sale onboarding projects, customer communication, and implementation reporting should consider it; teams primarily seeking embedded product adoption guidance should choose an in-app onboarding tool instead.
Your product? Our editors can test Onboard in depth and publish a review, labelled as paid · from $149/mo →
Onboard pricing
All 3 Onboard plans and prices →
Onboard fact sheet
| Free plan | No |
|---|---|
| Paid from | $23/mo |
| In-app tours | No |
| Onboarding checklists | Yes |
| Contextual guides | Not verified |
| No-code builder | Not verified |
| Platform support | Web |
| Free plan limit | Not verified |
| Free trial | 14 days · no card needed |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | SOC 2, GDPR |
| Support | Email, Docs |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 100+ integrations: Salesforce, HubSpot, Slack, Zapier, Workato, Pipedrive … See all → |
| Pricing | 14-day trial (source) |
| Website | onboard.io |
| Facts checked | 21 Sep 2026 |
Onboard integrations
Onboard lists 100+ integrations on its own site — the 20 named here are the ones its pages call out.
- Salesforce
- HubSpot
- Slack
- Zapier
- Workato
- Pipedrive
- Asana
- Jira
- Zoom
- Notion
- Gmail
- Outlook
- Microsoft
- Twilio
- Snowflake
- Tableau
- Looker
- Domo
- Zoho
- Google Meet
See all Onboard integrations →
Alternatives to Onboard
- UserpilotA broad experimentation toolkit for teams willing to pay for depth.9.4
- AppcuesA mature onboarding suite for teams that need web, mobile, targeting, and measurement.9.2
- WakelineAn economical onboarding toolkit with broad components and native mobile coverage.9.0
See all Onboard alternatives →
Also Ranked In
Onboard is ranked in 2 of our directories.
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The editor score above is our own research. What this page doesn't have yet is a reader's view — what you used Onboard for, what worked and what didn't. No stars are seeded and no review is paid for; an editor reads every one before it appears.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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