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What is Onboard?

Enhance, automate, and manage customer onboarding from the initial transition all the way to the launch phase with specialized software crafted for teams dedicated to customer implementation. This innovative tool recognizes that onboarding should never be a one-size-fits-all approach, allowing you to move beyond inflexible templates by embracing the unique needs of each customer. Onboard’s platform creates customized launch strategies, referred to as Maps, that adapt to diverse customer requirements, ultimately saving precious time and effort while providing a bespoke onboarding experience. Internal team members and external stakeholders can effectively collaborate through these flexible plans, ensuring that visibility, accountability, and alignment are maintained among all involved parties. No longer will you need to wonder, "What stage is this customer in during onboarding?" By streamlining repetitive tasks, you can empower your team to expedite client launches with greater efficiency and less strain. Delivering consistent and reliable service not only boosts customer ROI but also significantly reduces the time taken to achieve value. Moreover, this method cultivates stronger relationships, making every customer feel appreciated and understood throughout their onboarding journey, which in turn can lead to increased customer loyalty and satisfaction. This personalized approach allows for ongoing adjustments based on feedback, further enhancing the overall effectiveness of the onboarding process.

What is EverAfter?

Rather than bombarding your clients with a flurry of emails filled with attachments or spreadsheets, the emphasis should be placed on delivering genuine value. Develop tools that incorporate call recordings, documents, key performance indicators, contracts, and task lists to streamline the process. Create automated hubs that assemble tasks, written content, videos, surveys, and more, simplifying access to essential resources. Customer Success Managers (CSMs) dedicate a significant portion of their time to onboarding new users, frequently addressing the same inquiries multiple times. Introduce an automated onboarding journey that retains a personal touch, making the experience smoother for users. Additionally, the challenge of communicating with customers is compounded by the multitude of channels involved, leading to a lack of a centralized source of information. As a result, customers tend to respond reactively to their CSMs' efforts, prolonging the onboarding timeline and necessitating frequent follow-ups to ensure that essential steps are completed and that users gain proficiency with the product. This shift towards automation not only enhances efficiency but also fosters a more engaging and supportive customer experience.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$99 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Onboard.io

Date Founded

2020

Company Location

United States

Company Website

onboard.io

Company Facts

Organization Name

EverAfter

Company Location

Israel

Company Website

www.everafter.ai/

Categories and Features

Categories and Features

Customer Success

Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis

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