Starter
$25.00 /mo
Starter is $25 per month month-to-month with a 14-day free trial; annual prepay is $23 per month.
- Seats
- 1 paid seat; contributors unavailable on Starter
- Projects
- Up to 25 active projects with unlimited customers
Onboard.io
● Identity checkedCustomer success · Vendor site 2026-10-04
Onboard.io is customer onboarding software for B2B success teams, replacing spreadsheet chaos with templated launch plans, customer portals, KPI dashboards, and CRM integrations. Plans add seats, unlimited projects, workflows, SSO, and executive reporting at higher tiers.
- Category
- Customer success
- Free access
- Not confirmed
- API access
- Pro plan notes custom integrations against Onboard REST API while Starter omits native CRM connectors.
Is Onboard.io right for you?
A good fit for
Customer success and implementation teams that need shared visibility with clients across launches, upgrades, and expansions.
Before you choose
Starter includes only one paid seat and caps active projects at 25 without Essentials-level CRM integrations.
Onboarding for success teams
Onboard.io helps B2B teams replace email-and-spreadsheet implementations with repeatable launch plans, customer-visible progress, and dashboards leadership can trust.
What it can do
Features & capabilities
Unknown is different from unavailable. Each fact carries its own evidence.
| Capability | Value | Evidence | Checked |
|---|---|---|---|
| Customer portal | Homepage highlights a step-by-step customer portal for forms, uploads, and discussions. | Facts sourced | 2026-10-04 |
| KPI dashboard | Site advertises real-time onboarding health metrics with configurable thresholds. | Facts sourced | 2026-10-04 |
Understand the total cost
Onboard.io pricing & plans
Essentials
$300.00 /mo
Essentials is $300 per month month-to-month or $270 with annual prepay.
- Seats
- 5 paid seats and 5 contributors included
- Integrations
- Salesforce, HubSpot, and Slack native integrations
Alternatives to Onboard.io
View all ↗
ClockifyClockify is a widely used time tracking and timesheet app for logging hours across projects and teams. It pairs unlimited free tracking for many users with paid tiers that add administration, approvals, billing, and enterprise controls.
Explore tool
FirefliesFireflies.ai transcribes and summarizes meetings across Zoom, Google Meet, Microsoft Teams, dialers, and uploaded audio with searchable notes, AskFred Q&A, and conversation intelligence analytics. Teams use it for CRM sync, task tracking, and AI coaching on higher tiers.
Explore tool
BookingsZoho Bookings is appointment scheduling software with AI-assisted setup, calendar sync, payments, and team workflows.
Explore toolThe practical questions
Frequently asked questions
How much does Onboard cost?
Onboard lists Starter at $25 per month, Essentials at $300, and Pro at $1,000, all with unlimited customers and 10% annual prepay discounts to $23, $270, and $900 respectively.
Which plan includes Salesforce and HubSpot integrations?
Native Salesforce, HubSpot, and Slack integrations begin on Essentials; Starter excludes CRM integrations while Pro adds custom API integrations.
What is Onboard.io used for?
Onboard.io is customer onboarding software for B2B success teams, replacing spreadsheet chaos with templated launch plans, customer portals, KPI dashboards, and CRM integrations. Plans add seats, unlimited projects, workflows, SSO, and executive reporting at higher tiers.
Does Onboard.io have a free plan?
Not confirmed. This record does not confirm an ongoing free plan.
How much does Onboard.io cost?
The listed monthly price is $25.00 USD at monthly billing. See the plan cards for entitlements, billing commitments and seat minimums.
Can I use Onboard.io through an API?
Pro plan notes custom integrations against Onboard REST API while Starter omits native CRM connectors.. API access and subscription access may have different terms; consult the linked sources.
What should I check before choosing it?
Starter includes only one paid seat and caps active projects at 25 without Essentials-level CRM integrations.
Price history
No retained pricing changes yet. A current price alone does not establish a historical trend.
How this profile is supported
Identity and profile
Reviewed vendor source
Read original source ↗Facts apply to the named version and check date. Send a sourced correction if something changed.