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OnboardHive
Proposal Tracking + Client Onboarding
Pricing
Categories
Last Updated
Maker
OnboardHive is a platform that streamlines the client onboarding process for agencies, consultants, and B2B service teams.
Overview
OnboardHive provides a magic link that takes clients from proposal to fully onboarded, with features such as tracked proposals, e-signatures, and auto-reminders.
Key Features
- Tracked proposals with open and active read-time tracking
- E-signatures and auto-reminders for stalled clients
- Customizable branding and white-labeling
- Integration with Google Drive and Notion
How It Works
- Create a client link and track the proposal
- The client signs, pays, and uploads documents through the link
- The link becomes a branded onboarding portal
Benefits
- Streamlined client onboarding process
- Increased efficiency and reduced churn
- Customizable branding and white-labeling
Use Cases
- Agencies and consultants can use OnboardHive to streamline their client onboarding process
- B2B service teams can use OnboardHive to improve their sales workflow
Integrations
- Google Drive
- Notion
- Slack
Pricing Overview
OnboardHive offers a 14-day free trial, with pricing plans starting at $19/month.
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