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On the recordRead 8 Oct 202613 facts
Onboard
Miami Beach, Florida, United States
Plans and prices
Starter
$25a month, billed yearly
1 paid seat · 25 active projects · unlimited customers · contributors and view-only unavailable
Read 8 Oct 2026 · onboard.io
Essentials
$300a month, billed yearly
5 paid seats · 5 contributors · unlimited view-only users · unlimited projects and customers
Read 8 Oct 2026 · onboard.io
Pro
$1,000a month, billed yearly
10 paid seats · 10 contributors · unlimited view-only users, projects, and customers · custom integrations
Read 8 Oct 2026 · onboard.io
On the record
- API
- Onboard offers a REST API with webhook support for custom workflows.onboard.io · read 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 · read 8 Oct 2026
- CRM automation
- Salesforce, HubSpot, or Pipedrive deals can trigger onboarding projects with task lists based on deal fields.onboard.io · read 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 · read 8 Oct 2026
- Dashboards
- Project and portfolio dashboards show project status, risks, team capacity, average time-to-launch, and bottlenecks.onboard.io · read 8 Oct 2026
- Integrations
- The integrations page lists Salesforce, HubSpot, Slack, Zapier, Workato, and other CRM, collaboration, workflow, analytics, and development tools.onboard.io · read 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 · read 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 · read 8 Oct 2026
- Purpose
- Onboard helps B2B teams manage customer implementations with repeatable workflows, deadlines, and shared progress visibility.onboard.io · read 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 · read 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 · read 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 · read 8 Oct 2026
