--- title: "Onboard Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Onboard Software - reviews, pricing plans, popular comparisons to other Onboarding products and more." source_url: "https://www.capterra.com/p/214297/Onboard/" page_type: "product" language: "en" --- # Onboard Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 7, 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)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Onboard ## What is Onboard? Organize, automate and manage your customer onboarding with Onboard.io. Launch customers faster with dynamic launch plans + unparalleled visibility across all stakeholders. Built for onboarding, by a team who has onboarded many of the worlds largest brands. ## What is Onboard used for? [Onboarding](https://www.capterra.com/onboarding-software/)[Customer Journey Mapping Tools](https://www.capterra.com/customer-journey-mapping-tools-software/)[Digital Adoption Platform](https://www.capterra.com/digital-adoption-platform-software/) Top alternative Featured Overall rating Based on 1 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $249 Per User, Per Month Free trial 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 Onboard?[Manage this product listing](https://www.g2.com/products/onboard-software-inc-onboard/claim_requests/new?auto=true) ## Onboard Overview Updated September 2026 AI summary Onboard is a cloud-based solution designed for organizations of all sizes to manage onboarding processes for clients or employees. It offers tools for document management, electronic forms, and task tracking, while also supporting training management and reminders. Notable features include customizable branding, collaboration tools, integration capabilities, and reporting, helping companies coordinate and monitor onboarding activities efficiently. ## 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. ### Onboard 5.0 (1) VS. [4.7 (130)](https://www.capterra.com/p/157980/ChurnZero/reviews/) Starting Price $249 Per User, Per Month Starting Price $12000 Per Year Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (1) Ease Of Use 4.3 (77) Value For Money 0.0 (0) Value For Money 4.7 (61) Customer Service 5.0 (1) Customer Service 4.9 (76) ## Onboard alternatives [4.7 (196)](https://www.capterra.com/p/143513/LearnWorlds/reviews/) Starting price $99.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.7 (128)](https://www.capterra.com/p/232772/Rocketlane/reviews/) Starting price $49.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars Highest Rated [4.9 (135)](https://www.capterra.com/p/190125/Custify/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [4.5 (55)](https://www.capterra.com/p/130939/Travitor-Pro/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars ## FAQs about Onboard Overview ### What company size and specific industries is Onboard built for? Onboard is designed for customer-centric organizations of any size that invest in customer onboarding and success teams. It fits companies across industries that focus on helping customers get started, stay engaged, and achieve success after purchase, rather than serving a single sector. Features and Usability ### What are the key features of Onboard? Onboard includes CRM, onboarding, offboarding, and templates as core features. It also offers workflow management, task management, progress tracking, reporting and analytics, and reminders. Additional capabilities include document management, electronic forms, self service tools, single sign on, third-party integrations, and chat and messaging. Integrations ### Which third-party tools and platforms does Onboard integrate with? Onboard connects natively to Zapier, giving access to additional third-party workflows and apps through that platform. The catalog currently lists Zapier as the available integration. Getting Started and Support ### What training and onboarding options does Onboard offer? Onboard provides live online training, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided instruction, while documentation offers written reference material and videos provide visual walkthroughs for learning features and setup steps. Getting Started and Support ### What customer support options does Onboard offer? Onboard provides email/help desk, FAQ/forum, knowledge base, and chat support. These channels give users multiple ways to find answers or reach help, with self-service resources alongside direct contact options for faster issue handling and routine guidance. ## Features AI summary Based on 8,243 Onboarding reviews Capterra data shows that buyers of onboarding software rank the following features as their top priorities: - **Payroll Management** (**63%** of reviewers rated this feature as critical) - **Employee Management** (**49%**) - **Employee Database** (**50%**) Onboard includes **Employee Management**, which helps teams organize employee details and oversee onboarding tasks in one place. However, it does not offer **Payroll Management** or **Employee Database**. Instead, it provides **Task Management** (**49%**), giving teams a practical way to assign, track, and complete onboarding steps, helping businesses keep new hire processes organized and consistent. 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 AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users 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. Onboard 66 features ### All Features - 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 - AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users - 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. - Branding: Allows users to add custom branding (logos, brand colors, etc.) to self-service portals, chatbots, etc. - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Chat/Messaging: Communicate using direct chat or messages within the system - Checklists: An itemized to do list that can be edited as tasks are completed - Churn Management: Identify customers at risk of migration and activate strategies to retain them - Client Database: Electronic storage of stakeholder contact information - 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: Easily compare experiments—code, hyperparameters, metrics, predictions, dependencies, system metrics, and more—to understand differences in model performance. - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - 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 - Content: Standard templates and content for assessment purposes such as NIST (National Institute of Standards and Technology). - Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Engagement: Initiate interactions with customers by proactively starting conversations or providing informational content - Customer Segmentation: Process of dividing customers into groups based on common characteristics - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Data Import/Export: Import and export data to and from software applications - Data Security: Protect sensitive data for digital privacy - Document Generation: Custom forms to streamline repetitious aspects of a document - Document Management: Store, manage, and track all electronic documents in a centralized location - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Electronic Forms: Digital forms that are shared and accessed online - Electronic Signature: Digitally sign online documents - Email Management: Manage, store and organize emails within the system or via third-party apps - Forecasting: Form predictions based on past and present data/trends - Form Builder: Adds a customizable form to the landing page, usually for the purposes of lead generation - Gantt/Timeline View: Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies - Generative AI: Use AI to generate content in the form of text, images, videos, etc. - Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time - Kanban Board: Visualization tool to organize and optimize tasks and track their status at every stage of workflow - Mobile Access: Access software remotely via mobile devices - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-Language: Manage and support multiple languages - Onboarding: Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service - Online Payments: Accept and process online payment transactions - Optimization: Offers the ability to enhance listings with menus, photos, videos, or other rich data - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Real-Time Data: Receive data and information in real time - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Resources: Allocate resources to tasks and projects, and track their costs. - Revenue Management: Monitor sales and make necessary adjustment in order to increase demand and revenue - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Single Sign On: Allow users to access multiple services after entering their login credentials once - Surveys & Feedback: Gauge satisfaction and receive information for improvement and success - Task Management: Create, manage and track all task activities and progression - Task Progress Tracking: Track the status and progress of tasks - Tasks: Assign and track onboarding tasks to internal and external stakeholders. - Templates: Sample files or documents that could be customized as needed or used as is - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Time Tracking: Measure and track time including hours worked and paid time off (PTO) - To-Do List: A digital list of items that need to be completed - Visibility: Provides real-time insight into procurement costs within categories, departments or projects - Workflow Management: Create, design and manage workflows for repetitive tasks - Workflows: Facilitate access from initial access ticket submission through supporting chain of custody throughout the workflow for OT environments. --- Get Advice We can help you find the software with the features you need. Features 4.0 (1) 4.0 Based on 1 reviews ## Pricing Free Trial Basic $249.00 Per User,Per Month ## Integrations [ Zapier](https://www.capterra.com/p/130182/Zapier/) 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 Customer Service 5.0 (1) 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 Customer Service 5.0 (1) 5.0 Based on 1 reviews ## User reviews Overall rating 5.0 Based on 1 reviews Filter by rating 5(1) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent LP Lora P. Director, Marketing & Customer Success Hospital & Health Care ### "An Onboard Supporter!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 6, 2021 My overall experience with Onboard has been fantastic and I am a big fan. \[SENSITIVE CONTENT HIDDEN\] has been thoroughly engaged, and is always available to help me with everything needed. I recommend the product and the team. Pros I really appreciate the fact that you can customize the customer journey, and have access to a great team at onboard, where your recommendations/feedback are implemented and/or added to their roadmap. \[SENSITIVE CONTENT HIDDEN\] is awesome to work with and really listens/tailors to our needs and requests. Cons No cons yet... they're still in early access mode, but make are constantly making feature updates quickly and efficiently. I really look forward to seeing their upcoming product releases! 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