
What is Onboard.io?
Onboard.io is a customer onboarding software designed for modern customer success teams. It helps organize, automate, and manage the client onboarding and implementation experience from handoff to launch. The platform provides 360° visibility, collaboration tools, and automation features to streamline the onboarding process, reduce customer churn, and improve time-to-value.
How to use Onboard.io?
Use Onboard.io to create customized launch plans, assign roles, automate due dates, track progress, and collaborate with stakeholders through a shared customer portal. The platform integrates with existing CRM and other tools to streamline the onboarding process.
Onboard.io’s Core Features
Automated Launch Plan Generation 360° Visibility for Stakeholders Collaboration Tools Workflow Automation Customizable Customer Portal Integrations with CRM and other tools
Onboard.io’s Use Cases
- Streamlining customer onboarding process
- Reducing customer churn
- Improving time-to-value for customers
- Managing client implementations
- Enhancing customer experience
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