Automation

The Right Tasks, For The Right Customers

Eliminate one-size fits all customer task lists, with customized & dynamic launch plans -- unique for each customer.

Onboarding Teams Should Spend Time Onboarding Customers, Not Doing Busy Work

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It's autoMagical

Each client receives a customized Map based on their unique attributes, giving them a step-by-step guide to get from contract to launch.

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Save Countless Hours

Your team shouldn't be endlessly modifying old, rigid templates for every customer. Let them do what they do best, get customers launched.

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Integrates with your favorite tools

Native Salesforce and Slack integrations alongside Zapier & Workato integrations enable bi-directional integrations to & from Onboard.

Dynamic Launch Plans (Maps)

Onboard dynamically creates launch plans (maps) automatically based on CRM data or picklists, guiding customers from contract-to-launch.

Automated Status Updates

Map statuses are automatically updated keeping your team and your customers on the same page, while surfacing stalled plans to the right stakeholders.

Notifications

Onboard’s notification layer sends invitations to collaborate, reminders to complete tasks, and summaries of the latest updates via email and Slack so everyone is informed.