--- title: "3B Onboarding Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about 3B Onboarding Software - reviews, pricing plans, popular comparisons to other Onboarding products and more." source_url: "https://www.capterra.com/p/10039829/3B-Onboarding/" page_type: "product" language: "en" --- # 3B Onboarding Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support) 3B Onboarding ## What is 3B Onboarding? 3B Onboarding is a Salesforce-native software that streamlines hiring with integrated compliance tools and automated workflows. Its 3B Forms feature offers a drag-and-drop builder for branded, custom forms with dynamic logic and data validation. Secure candidate and client portals enable registration, document uploads, shift management, role approvals, and timesheet submissions in one interface. Compliance tools include I-9 processing, E-Verify, background checks, and real-time reporting. Contract lifecycle management tracks agreements with automated reminders and redlining. Native Salesforce integration connects to standard and custom objects, eliminating duplicate data entry and external tools. The platform aligns onboarding with Salesforce workflows and offers mobile access for field teams. ## What is 3B Onboarding used for? [Onboarding](https://www.capterra.com/onboarding-software/)[Client Onboarding](https://www.capterra.com/client-onboarding-software/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price 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 3B Onboarding?[Manage this product listing](https://www.g2.com/products/3b-onboarding/claim_requests/new?auto=true) ## FAQs about 3B Onboarding Features and Usability ### What are the key features of 3B Onboarding? 3B Onboarding includes client management, client portal, and client tracking for organizing onboarding records and status. It also offers task management, reminders, and collaboration tools for coordinating work, plus document management, document generation, electronic forms, form builder, email management, and compliance management. Getting Started and Support ### What training and onboarding options does 3B Onboarding offer? 3B Onboarding provides live online training sessions for guided setup and product walkthroughs. This format lets teams ask questions in real time and follow structured instruction while getting started with the platform. Getting Started and Support ### What customer support options does 3B Onboarding offer? 3B Onboarding provides email/help desk, phone support, and chat. No reviewer feedback on support is available in the catalog data, so the user experience with response times, helpfulness, or common frustrations cannot be summarized from reviews. ## Features AI summary Based on 288 Onboarding reviews Capterra reviewers highlight these as the top priorities when choosing client onboarding software: - **Task Management** (**57%** of reviewers rated this feature as critical) - **Onboarding** (**56%**) - **Data Security** (**69%**) 3B Onboarding includes **Task Management** and **Onboarding**, so teams can assign work, track progress, and move new clients through setup steps in a clear, organized way. However, it does not offer **Data Security**. Instead, it provides **Client Portal** (**56%**), which gives clients a central place to share information, review updates, and stay connected during onboarding, helping businesses keep onboarding work moving efficiently while improving visibility and communication. Client Management Manage contact details and communication with clients Client Portal Private online space that lets businesses securely share documents and provide information access to clients Client Tracking Track all company interactions with current clients Collaboration Tools Provides a channel for team members to share AI models, media files, communicate, and work together Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Compliance Management Track and manage adherence to policies for any service, product, process, or supplier 3B Onboarding 15 features ### All Features - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Client Tracking: Track all company interactions with current clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Document Generation: Custom forms to streamline repetitious aspects of a document - Document Management: Store, manage, and track all electronic documents in a centralized location - Electronic Forms: Digital forms that are shared and accessed online - Email Management: Manage, store and organize emails within the system or via third-party apps - Form Builder: Adds a customizable form to the landing page, usually for the purposes of lead generation - Mobile Access: Access software remotely via mobile devices - Onboarding: Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Task Management: Create, manage and track all task activities and progression --- Get Advice We can help you find the software with the features you need. ## Pricing ### Starting price Free trial not available Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## 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 ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.