# 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 April 10, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. 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. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[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 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) ## 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 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 13 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 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 Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service Create, manage and track all task activities and progression ## Pricing ### Starting price Contact vendor for pricing Free trial not available ## 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. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)