# OnboardMap Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about OnboardMap Software - reviews, pricing plans, popular comparisons to other Client Onboarding products and more. Source: https://www.capterra.com/p/10039133/OnboardMap --- # OnboardMap Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on April 1, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support) OnboardMap ## What is OnboardMap? OnboardMap is client onboarding software that centralizes document uploads, form completion, and progress tracking in one portal. It replaces email-based onboarding with a step-by-step process accessible via a unique link, requiring no account creation. The platform features secure file uploads, built-in forms, automatic reminders, and real-time status visibility. Teams can assign tasks, set due dates, and use branded portals for a consistent experience. OnboardMap streamlines onboarding by consolidating all steps in one location and providing full process visibility. Customizable workflows support collecting documents like tax forms, bank statements, and credentials. Features include magic link access, encrypted file storage, automated notifications, and completion tracking. Internal notes and activity logs are team-only, while clients see assigned tasks. CSV export is available on all plans, making OnboardMap an efficient client-facing portal for pre-project information collection. ## What is OnboardMap used for? [Client Onboarding](https://www.capterra.com/client-onboarding-software/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $29 Flat Rate, Per Month Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for OnboardMap?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://onboardmap.com&name=OnboardMap) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### OnboardMap 0.0 VS. [### Flinks Connectivity](https://www.capterra.com/p/265683/Flinks-Connectivity/) [5.0 (1)](https://www.capterra.com/p/265683/Flinks-Connectivity/#reviews) Starting Price $29 Flat Rate, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 5.0 (1) Value For Money 0.0 (0) Value For Money 0.0 (0) Customer Service 0.0 (0) Customer Service 5.0 (1) ## OnboardMap alternatives [M-Connect](https://www.capterra.com/p/253610/M-Connect/) [4.0 (1)](https://www.capterra.com/p/253610/M-Connect/#reviews) Starting price $30.00 Per User, Per Month [Learn More](https://www.capterra.com/p/253610/M-Connect/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges API Application programming interface that allows for integration with other systems/databases Audit Trail A record of all activities within the system, including user access, changes made, etc. Chat/Messaging Communicate using direct chat or messages within the system OnboardMap 33 features Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases A record of all activities within the system, including user access, changes made, etc. Communicate using direct chat or messages within the system An itemized to do list that can be edited as tasks are completed Electronic storage of stakeholder contact information Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Track all company interactions with current clients Manage and track all internal and external communication conducted via calls, email, text, or chat Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Initiate interactions with customers by proactively starting conversations or providing informational content Add customized logos and colors to align with company branding Customize data fields to support various needs and use cases Import and export data to and from software applications Protect sensitive data for digital privacy Store, manage, and track all electronic documents in a centralized location Assemble applications and processes by dragging over and arranging pre-built components Digital forms that are shared and accessed online Digitally sign online documents Manage, store and organize emails within the system or via third-party apps Adds a customizable form to the landing page, usually for the purposes of lead generation Visualization tool to organize and optimize tasks and track their status at every stage of workflow Access software remotely via mobile devices Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service Receive data and information in real time Timed notification for any upcoming task, deadline, appointment, or activity Gauge satisfaction and receive information for improvement and success Track the status and progress of tasks Set up connections to third-party platforms to improve business processes A digital list of items that need to be completed ## Pricing Free Version Starter Plan $29.00 Flat Rate,Per Month It includes: - 15 onboardings per month - 10 GB file storage - Industry templates - Request files + secure uploads - Intake forms + questionnaires - Unlimited seats included Pro Plan $79.00 Flat Rate,Per Month It includes: - 50 onboardings per month - 100 GB file storage - Tasks with owners + due dates - Custom branding (logo and brand colors) - Notifications + nudges (automated reminders) - Unlimited seats included Max Plan $179.00 Flat Rate,Per Month It includes: - 200 onboardings per month - 500 GB file storage - Roles + permissions (control team member access) - Webhook support - Priority support - Unlimited seats included White-Glove Setup $599.00 Flat Rate,One Time It includes: - Custom map - Branded portal - Intake forms - Kickoff call ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. 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