Onboard

Onboard

Onboard.io
TaskRay

TaskRay

Bracket Labs
+
+

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About

Organize, automate & manage customer onboarding from handoff to launch. Finally, software made specifically for customer implementation teams. Customer onboarding isn't meant to be one-size-fits-all. Every customer is unique, it's time to say goodbye to your inflexible templates. Onboard’s software uses variable customer requirements to create dynamic launch plans (aka Maps), saving endless time & energy and providing a truly customized onboarding experience. Stakeholders, both from your team (internal), and your customers' team (external) work off the same dynamic launch plans: providing end-to-end visibility, accountability and keeping everyone on the same page. Never again ask your team, "Where is this customer in the onboarding process?" Much of the onboarding process is repetitive, enable your team to launch more clients faster, with less effort. Provide consistent, reliable service & maximize customer ROI by reducing time-to-value.

About

Your Ticket to First Class Customer Onboarding. There’s a reason we're the best Salesforce-native app for customer onboarding. Our TaskRay in 60 seconds video covers the 4 critical steps and best practices for onboarding, just a few of the things that set us apart. TaskRay is the Leader in Customer Onboarding in Salesforce. TaskRay, an innovative customer onboarding and project management solution, helps companies manage their onboarding and implementation processes, drive greater efficiencies, and create unmatched customer experiences—all within Salesforce.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Anyone in need of a Customer Onboarding solution

Audience

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$99 per month
Free Version
Free Trial

Pricing

$19.00/month/user
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Onboard.io
Founded: 2020
United States
onboard.io

Company Information

Bracket Labs
taskray.com

Alternatives

Alternatives

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Mission Control

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Inspire Planner

Inspire Planner

Inspire Planner Inc.
Clustdoc

Clustdoc

Clust Technologies

Categories

Categories

Project Management Features

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Integrations

Axis LMS
Salesforce
Workato

Integrations

Axis LMS
Salesforce
Workato
Claim Onboard and update features and information
Claim Onboard and update features and information
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