Chameleon From $104.17/mo 9.0 Visit Onboard
onboard.io
Spec sheet
- Purpose
- Onboard helps B2B teams manage customer implementations with repeatable workflows, deadlines, and shared progress visibility.Read 8 Oct 2026 · onboard.io
- Audience
- Onboard is built for post-sale customer success, implementation, and onboarding teams managing multiple stakeholders, variable requirements, and fixed deadlines.Read 8 Oct 2026 · onboard.io
- Trial
- The pricing page offers a 14-day Starter trial and a 30-day Essentials trial, with no credit card required.Read 8 Oct 2026 · onboard.io
- API
- Onboard offers a REST API with webhook support for custom workflows.Read 8 Oct 2026 · onboard.io
- Integrations
- The integrations page lists Salesforce, HubSpot, Slack, Zapier, Workato, and other CRM, collaboration, workflow, analytics, and development tools.Read 8 Oct 2026 · onboard.io
- 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.Read 8 Oct 2026 · trust.onboard.io
- Support
- The Pro plan includes priority support, while the support page provides separate contacts for product questions, billing, privacy, and security.Read 8 Oct 2026 · onboard.io
- Headquarters
- Miami Beach, Florida, United StatesRead 28 Sep 2026 · onboard.io
- CRM automation
- Salesforce, HubSpot, or Pipedrive deals can trigger onboarding projects with task lists based on deal fields.Read 8 Oct 2026 · onboard.io
- Customer portal
- Customers can view onboarding tasks and timelines, upload files, ask questions, and collaborate through a portal accessed by magic link.Read 8 Oct 2026 · onboard.io
- Dashboards
- Project and portfolio dashboards show project status, risks, team capacity, average time-to-launch, and bottlenecks.Read 8 Oct 2026 · onboard.io
- Launch plans
- Launch plans can be generated dynamically from deal data so that only relevant work appears and plans stay aligned as details change.Read 8 Oct 2026 · onboard.io
- Limits
- Starter includes one paid seat and up to 25 active projects; Essentials and Pro include unlimited projects and customers.Read 8 Oct 2026 · onboard.io
Plans and prices
Starter $25 a month $25/mo month-to-month; $23/mo with annual prepay 1 paid seat · 25 active projects · unlimited customers · contributors and view-only unavailable Read 8 Oct 2026 · onboard.io
Essentials $300 a month $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 Read 8 Oct 2026 · onboard.io
Pro $1,000 a month $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 Read 8 Oct 2026 · onboard.io
Where Specifiction places it
- Customer Onboarding Software#16 of 317.8
- User Onboarding Software#20 of 307.7
