OnBoard vs CRM Portal

Starting Price

Not provided by vendor

$3,499.00/year

Best For

Board of directors, board directors, board administrators, executive administrators, C-level executives (CEO, President, CFO, CIO/CTO, COO, CMO), IT leaders, Corporate Secretaries.

The C.A.S.H. CRM Portal gives you the ability to allow dozens, hundreds, or thousands of external parties to access key data in your CRM.

Rating


4.7 / 5
(270)
Read All Reviews
(0)

Ideal number of Users

1 - 1000+

10 - 1000+

Ease of Use


4.7 / 5


  • "The software is very user friendly and very easy to use, even for older users. And the support is excellent."

  • "I find it user friendly and the support from OnBoard is excellent."



Customer Support


4.8 / 5


  • "The customer service has been outstanding and very attentive to all of our questions and needs."

  • "I am loving Onboard Passageways for assembling my monthly board packages. Support team is awesome."



Features & Functionality


4.5 / 5


  • "They are able to login, navigate and keep up without any frustration. They love it and we love that they like it and are using it."

  • "If I ever need help with the software, I can easily find help through the Help Center and there are Admin Guides."



Value for Money


4.7 / 5


  • "The price and ease of use made the decision very easy for us. It is a clean and intuitive interface with lots of power behind the scenes."

  • "This saved me a ton of time printing and collating and mailing board packets. Also saved the company money."



Product Features

  • check Collaboration
  • check Content Management
  • check Document Management
  • check File Sharing
  • check Real-time Chat
  • check Search
  • close Collaboration
  • check Content Management
  • check Document Management
  • check File Sharing
  • check Real-time Chat
  • check Search

Screenshots

View 5 screenshots 162117 thumb
View 2 screenshots 156202 thumb

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation
  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation

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OnBoard vs CRM Portal

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