Included Users
Internal Users
(External users are free)
Internal Users
(External users are free)
5
20
>20
Additional User/Month
Price per Internal Onboarder
(External users are free)
Price per Internal Onboarder
(External users are free)
$49
$59
$59
Task Organization
Virtual Training
Customer Management
Team Management
Automated Map Creation
Automated Due Dates
Task Dashboard
Workflows
Customer Collaboration via OUTBOARD
Task Discussions
3rd Party Integrations
API Access
Custom Branding
Custom sending domain and removal
of Onboard branding
Custom sending domain and removal
of Onboard branding
Designated CSM
Custom Development / Reporting / Integrations
Included Users
1
Additional User / Month
$39
Task Organization
Virtual Training
Customer Management
Team Management
Automated Map Creation
Automated Due Dates
Task Dashboard
Workflows
Coming Soon
Coming Soon
Customer Collaboration via OUTBOARD
Task Discussions
3rd Party Integrations
API Access
Custom Branding
Designated CSM
Custom Reporting
Included Users
3
Additional User / Month
$49
Task Organization
Virtual Training
Customer Management
Team Management
Automated Map Creation
Automated Due Dates
Task Dashboard
Workflows
Coming Soon
Coming Soon
Customer Collaboration via OUTBOARD
Task Discussions
3rd Party Integrations
API Access
Custom Branding
Designated CSM
Custom Reporting
Included Users
10
Additional User / Month
$59
Task Organization
Virtual Training
Customer Management
Team Management
Automated Map Creation
Automated Due Dates
Task Dashboard
Workflows
Coming Soon
Coming Soon
Customer Collaboration via OUTBOARD
Task Discussions
3rd Party Integrations
API Access
Custom Branding
Designated CSM
Custom Reporting
Frequently Asked Questions
If we still haven't convinced you, take a look at our most frequently asked questions or feel free to reach out!
Do you offer a trial?
Absolutely. Our trials are 7 days and you can sign up here: Onboard Free 7 Day Trial.
Do you offer annual contracts?
Yes, we offer annual contracts for many of our clients, including all Enterprise agreements.
What is the difference between the plans available?
The Scale plan is meant for small to midsized businesses with high-growth that want to collaborate with clients, and manage their customer onboarding team from within one solution. The Enterprise plan is meant for Enterprise organizations looking to manage one or more large onboarding teams.
