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Onboard.io - Client Onboarding Software

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

Simplify onboarding with ease.

5

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Starts from $149/Month

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Onboard.io Reviews & Ratings

5

Excellent

Based on 54 ratings & 36 reviews

Rating Distribution

Excellent

(36)

Very Good

(0)

Good

(0)

Poor

(0)

Terible

(0)

Expert's Review

Onboard has garnered substantial praise over the past 12 months for its remarkable ability to automate and simplify the customer onboarding process. Users commend the platform for providing a consolidated 'to-do' list that significantly reduces the need for extensive hands-on support, ultimately leading to streamlined onboarding experiences. Moreover, the app's ...Read more

Onboard.io pros and cons

  • Streamlines customer onboarding process, reducing hands-on support needs.

  • Provides trusted, efficient, and scalable onboarding process recommendations.

  • Responsive and helpful customer support.

  • Creates transparency and accountability in workflows.

  • Newcomers might find the richness of features and customizations intimidating.

  • Limited selection in Marketplace for additional apps and connectors, restricting advanced functionalities.

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Showing 11-20 out of 36

AH

Andrew H

02/03/22

5 out of 5

"Clear lines of client communication"

What do you like best about Onboard? I implement with schools and school districts. I've had several school and district-level administrators comment on how much they enjoy using Onboard.io. It's easy to understand how to use, sends messages directly to their email so they don't need to remember to go log into another online site. It's also easy to manage many clients in various stages of implementation. Bonus points to the Onboard.io team for being very responsive when I've had questions ...

Read more

AU

Anonymous User

02/03/22

5 out of 5

"Onboard is a great tool for onboarding tech customers!"

What do you like best about Onboard? I love creating clear and interactive checklists/maps with support documentation to navigate my customers through their onboarding journey.

AU

Anonymous User

02/03/22

5 out of 5

"Onboard is a great tool for onboarding tech customers!"

What do you like best about Onboard? I love creating clear and interactive checklists/maps with support documentation to navigate my customers through their onboarding journey.

AH

Andrew H

02/03/22

5 out of 5

"Clear lines of client communication"

What do you like best about Onboard? I implement with schools and school districts. I've had several school and district-level administrators comment on how much they enjoy using Onboard.io. It's easy to understand how to use, sends messages directly to their email so they don't need to remember to go log into another online site. It's also easy to manage many clients in various stages of implementation. Bonus points to the Onboard.io team for being very responsive when I've had questions ...

Read more

SR

Scott R

02/01/22

5 out of 5

"Must Have for Onboarding"

What do you like best about Onboard? The user-friendliness and the increased productivity the software has provided to the team. Onboarding can be a forgotten part of the Customer Success process. It's an easy set-up and value is realized almost immediately. The entire team loved it and probably now couldn't live without it.

SR

Scott R

02/01/22

5 out of 5

"Must Have for Onboarding"

What do you like best about Onboard? The user-friendliness and the increased productivity the software has provided to the team. Onboarding can be a forgotten part of the Customer Success process. It's an easy set-up and value is realized almost immediately. The entire team loved it and probably now couldn't live without it.

AU

Anonymous User

01/31/22

5 out of 5

"Helps create an easy to follow customer experience."

What do you like best about Onboard? Set-up is quick and very customizable. The Onboard team is also extremely responsive to any requests for assistance and workflow support.

AU

Anonymous User

01/31/22

5 out of 5

"Helps create an easy to follow customer experience."

What do you like best about Onboard? Set-up is quick and very customizable. The Onboard team is also extremely responsive to any requests for assistance and workflow support.

NM

Nate M

01/28/22

5 out of 5

"Very helpful for our onboarding process with new clients"

What do you like best about Onboard? The software does a great job at presenting our new clients with all their onboarding steps in bite-size chunks which significantly relieves their stress as they begin using a new piece of software.

NM

Nate M

01/28/22

5 out of 5

"Very helpful for our onboarding process with new clients"

What do you like best about Onboard? The software does a great job at presenting our new clients with all their onboarding steps in bite-size chunks which significantly relieves their stress as they begin using a new piece of software.