Onboard, also known as Onboard. io, provides customer onboarding software for B2B customer success and implementation teams. Its platform helps businesses replace spreadsheets, email threads, and disconnected tools with repeatable workflows that make each client launch easier to manage and track.

Teams can create templates, assign tasks and owners, set deadlines, and monitor project progress through shared dashboards. A customer portal gives clients a step-by-step view of their onboarding, where they can complete forms, upload documents, and ask questions. The platform also includes KPI dashboards, document signing, automation, and integrations with systems such as Salesforce, HubSpot, Slack, and Zoom.

Customer portals can be customized with branding and custom domains, while magic-link login lets clients access them without creating passwords. Onboard is designed to help teams identify blockers, improve visibility, and deliver a more consistent onboarding experience as customer volumes grow. The company offers Starter, Essentials, and Pro plans, free trial options, implementation assistance, live team training, and ongoing support.

Its website states that the service is SOC 2 compliant