Onboard.io Reviews in January 2025: User Ratings, Pros & Cons

"Automates and simplifies much of the customer onboarding process"

What do you like best about Onboard? 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.

"Best investment for customer experience"

What do you like best about Onboard? 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.

"A streamlined implementation management app"

What do you like best about Onboard? 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.

"Onboard creates transparency and accountability in complicated, shared, multi-party workflows."

What do you like best about Onboard? 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 ...

"Our onboardings have become a lot simpler and organized!"

What do you like best about Onboard? 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.

"Great piece of software for no-nonsense customer onboarding management."

What do you like best about Onboard? 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!

"Great experience working with Onboard!"

What do you like best about Onboard? 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.

"Onboard reduces internal cost while bettering customer experience"

What do you like best about Onboard? 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

"Easy to Follow Collaborative Workflow"

What do you like best about Onboard? 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.

"Wonderful Resource!"

What do you like best about Onboard? 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.