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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 GuideCX?

GuideCX® serves as both a client implementation and onboarding platform, facilitating the invitation, guidance, and engagement of customers and internal teams through a clear process that maximizes value. Making a positive first impression is essential, as effective and transparent client onboarding plays a vital role in showcasing your organization in the best possible light. By ensuring a seamless transition for new clients, businesses can foster lasting relationships and trust from the very beginning.

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

GuideCX

Date Founded

2017

Company Location

United States

Company Website

www.guidecx.com

Categories and Features

Categories and Features

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Popular Alternatives

Popular Alternatives