# 3B Onboarding Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about 3B Onboarding Software - reviews, pricing plans, popular comparisons to other Client Onboarding products and more. Source: https://www.capterra.com/p/10039829/3B-Onboarding --- # 3B Onboarding Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on May 9, 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? [Client Onboarding](https://www.capterra.com/client-onboarding-software/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Contact vendor for pricing Free trial not available Free version not included 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://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.3B4SF.com&name=3B Onboarding) ## FAQs about 3B Onboarding Features and Usability ### What are the key features of 3B Onboarding? 3B Onboarding offers client management, client tracking, and a client portal for onboarding workflows. It also includes task management, reminders, and collaboration tools for coordinating work, plus document management, document generation, electronic forms, form builder, email management, and compliance management across mobile access. Getting Started and Support ### What training and onboarding options does 3B Onboarding offer? 3B Onboarding provides live online training for teams getting started. This format supports guided instruction with an instructor or support specialist during scheduled sessions, giving users a chance to ask questions and review setup steps in real time. 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 about support is available in the catalog data, so support quality, response times, and user experience cannot be assessed from reviewer sentiment. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. 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 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 Provides a channel for team members to share AI models, media files, communicate, and work together Manage and track all internal and external communication conducted via calls, email, text, or chat Track and manage adherence to policies for any service, product, process, or supplier Custom forms to streamline repetitious aspects of a document Store, manage, and track all electronic documents in a centralized location Digital forms that are shared and accessed online 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 Access software remotely via mobile devices Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service Timed notification for any upcoming task, deadline, appointment, or activity Create, manage and track all task activities and progression ## Pricing ## 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.