Onboard.io Reviews

Providing customers with one 'to-do' list for a successful onboarding has reduced the hands-on support needed during their first few months on our platform. Communicating directly in the tasks has kept all of our information in one central place.

Not a disklike, but being able to add multiple types of maps would be really helpful, we already see many uses for the platform outside of initial onboardings, so being able to segment the global tasks by map type would be ideal.

We are currently using onboard during the initial onboarding of new customers, for new user training after an organization is no longer onboarding, and for product-specific outreaches based on a user's specific role in their organization.

Onboard led us through a reimagining of our onboarding process, making key recommendations that are equally beneficial for our business and our clients. We now have a trusted, efficient, and scaleable process that sets us up for continuous, long-term growth with each new client.

No real downside. Have been suprised at how quickly our team and customers take to using it - and are thankful they get to use it.

Managing mid-size to enterprise, complex implementations for different client use cases across different stakeholders and disparate user groups. Our clients and we now have alignment and visibility into exactly where we are in the onboarding process and can more easily execute tasks and attribute questions/comments. We're delivering a better initial experience which leads to faster time to value and faster upgrades (increased NDRR).

The team at Onboard is very responsive and helpful! The app is easy to use and has really benefitted my team in streamlining our customer implementation projects. It's like a way simpler version of Smartsheet - not every company needs that kind of complexity, and Onboard fits very well for us. I love being able to make some tasks internal-only, and also be able to share the project plan with our customers externally.

I wish there were internal 'view only' permissions that didn't cost a seat, or were at least priced lower. Sometimes I want to share the project plans with sales, but they have no need to edit and use the map, just view it with all internal and external tasks.

Onboard is solving the problem of streamlinig my company's customer implementation process. Before we had a handful of disparate resources and Onboard allowed us to become more cohesive.

Honestly, I really enjoyed using onboard's Global Tasks library to populate a comprehensive list of the tasks associated with projects that we have been performing based on undocumented institutional knowledge. It's worth signing up for a trial just to use the software to clarify tasks, project assignments, areas of responsibility, and any potential sources of internal confusion (among team members or departments) and external confusion (between you and your customers). Onboard has managed to strike a balance between versatility and usability.

The product is very powerful and promises to be a major player as they continue to build out functionality and more robust integrations.

Hard to say. I'm still working on a more thorough integration with our other systems, so it's possible that an issue may emerge. At this point, the only thing I can point to is that it's a little bit "meta" that onboard users learn how to use onboard by completing tasks — on onboard. On the one hand, it's a strong endorsement of Onboard.io that the onboard team believes that using Onboard is the best way to onboard Onboard users. See what I mean? It can be a little confusing to have two similar views of the same software open side by side in browser tabs. I had to pause and reorient myself more than once to ensure that I had everything straight in my head. "I'm setting up my company's Onboard in this window on the right. And as I complete those tasks on the right, I'm checking them off in the window on the left... right?"

I should stress that this is a minor complaint relative to the value provided by the product.

Organizing our customer onboarding process by better defining the stages of customer onboarding. At the same time, Onboard allows us to create a functionally moderated transparency between our team and our customers, with everyone's tasks in the same place. Even better, we've wired them up to trigger notifications and reminders that improve customer satisfaction.

First of all, the platform is really easy to use. The interface is neat and clear from the first time you log in. Very easy to navigate.

Global tasks have been extremely important for us, as it has helped us standardize and organize ourselves during onboardings. Prior to using Onboard, mapping the process for each customer was a pain, and now it has become quick, saving us lots of time.

Being able to see the high-level progress of each of our customers has also been hugely valuable, as it allows us to focus on the most sensitive cases and make sure everyone has a good experience.

Overall, our experience with Onboard has been great from the start. Setting it up didn't take a lot of effort from my end, and the team has been really responsive to our questions and feedbacl.

For now, there is nothing I dislike about Onboard. I'm sure the team will keep releasing more features as time passes.

With Onboard we´re streamlining and organizing our Onboarding process, which used to be quite painful. We are also realizing some bottlenecks we have and taking action.

The application is easy to navigate. I enjoy the ability to add tags as well as how easy it is to build an API for integration with other apps. Their customer service is stellar too!

Could use a few more fields of data for Customer profiles, as well as ability to customize customer colors.

We are solving a discombobulated workstream of implementing software at our customer sites. This will help streamline our implementation and the timeline around it.

Onboard has helped our law firm create a welcoming and educational onboarding program for our new clients. We are easily able to inform our clients about our background and mission, let them know what to expect, and request client information and documents right from day 1. The onboard team was very helpful and responsive in helping us set up our account.

My only suggestion to Onboard would be to integrate some simple survey/form features directly into the response section so those survey responses can be collected and communicated to the company's CRM. Something I believe they are already working on!

Go with Onboard! They have a great team who will help with the build-out of your new onboarding program for your clients/customers!

We are able to provide our new clients with a range of information and resources, as well as let them know what we expect from them. We are able to gather documents much quicker and ultimately, move their case along quicker when we have everything we need up front! We also love the automated follow-ups!

The variable concept is super intuitive, we can spin up new onboarding programs in less than 2 minutes. More than that, our customers have enjoyed the interface which allows them to onboard on their schedule with the information they need to do it all on hand. It also integrates and is listed on Zapier, creating automation through the whole process - Closed Won to Support

There isn't anything really -- it's simple and easy to use, I haven't had an issue.

We're solving scale with onboard -compared to our prior process, we can manage twice as many onboardings.

When working with clients, I love that they can see what steps are coming up and chat with me in the platform to complete tasks. I also love that we're still able to have internal communications and tasks that the client doesn't need to see.

Some of our clients can't open the site due to overly sensitive firewalls, so they can't access the awesome Onboard list we created for them.

We're solving the communication gap and setting client expectations. Clients feel more comfortable in the onboarding process because they can see what is complete and incomplete every step of the way.

I love how easy Onboard.io is to use This platform is so easy for all parties to keep track of their onboarding progress. Will is great and genuine when looking for feedback about making the program even better.

The one issue that I have is minimal clarity at a glance of what maps have launched with no tasks and what maps are launched with tasks. Will said this is changing in the future, which makes me very happy!

This is a great program for onboarding. I love the ease of use and the clear set up for all onboarding parties.

Now that we are using Onboard, the problems of communication and confusion when trying to onboard multiple customers has lessened immensely. We are able to keep track of tasks that need to be done, plan ahead, and delegate the proper actions with just a few clicks.