PorticoSolid Code
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Related Products
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OnboardHive:
About
OnboardHive is client onboarding software for agencies, consultants and B2B service businesses. It gives every client one private magic link that does two jobs, replacing the five-tool stack most small agencies stitch together the moment a deal closes.
Act one is the proposal. You publish versioned proposals (v1, v2, v3) to the client's link, and OnboardHive tracks what happens next: every open, active read-time measured in ten-second heartbeats while the tab is genuinely visible, and a re-open alert the moment a quiet client comes back. That return visit is the strongest buying signal in the pipeline, and most teams never see it. Clients accept or decline inside the link. No login, no account, no PDF lost in an email thread.
Then the link flips. The client says yes and the same URL becomes a branded onboarding portal. Nothing to resend, nothing to re-explain. Act two is onboarding, the part almost every tool leaves undone.
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Portico:
About
Portico is a web-based client onboarding platform for service businesses, including agencies, consultancies, accountants and bookkeepers. Teams create a reusable onboarding flow and send clients a single link to complete intake questions, upload files, sign an agreement and pay through Stripe. Clients do not need to create an account to complete the flow. Automated reminders prompt clients to finish outstanding steps, while a dashboard lets the team track each onboarding. Depending on the plan, Portico includes e-signatures, payment collection, branding, a client portal, workflow automations, a REST API, Zapier connectivity and white-label options. It is designed to help service providers collect information and documents, manage agreement and payment steps, and monitor onboarding progress in one workflow.
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OnboardHive:
Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Portico:
Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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OnboardHive:
Audience
OnboardHive gives every client one private magic link: a tracked proposal that shows opens
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Portico:
Audience
Small service businesses (agencies, consultants, bookkeepers, and accountants) that onboard new clients regularly and collect documents, signatures, and deposits.
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OnboardHive:
Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Not Supported
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Portico:
Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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OnboardHive:
API
Offers API
Not Supported
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Portico:
API
Offers API
Supported
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OnboardHive:
Screenshots and VideosNo images available
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Portico:
Screenshots and VideosNo images available
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OnboardHive:
Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Portico:
Pricing
$39/month
Free includes up to 3 onboardings and 3 e-signatures per month. Starter costs $39/month or $29/month billed annually and includes 25 onboardings per month, unlimited e-signatures, payment collection, client portal access, custom branding, and webhooks. Pro costs $79/month or $59/month billed annually and includes 100 onboardings per month, API access, Zapier, automations, and 100 SMS reminders per month. Business costs $149/month or $119/month billed annually and includes unlimited onboardings, API access, Zapier, automations, and 500 SMS reminders per month. New accounts receive a 14-day Pro trial with no credit card required. Prices exclude applicable taxes.
Free Version
Supported
Free Trial
Supported
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OnboardHive:
Reviews/
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Portico:
Reviews/
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OnboardHive:
Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Portico:
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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OnboardHive:
Company InformationOnboardHive
Founded: 2026
India
onboardhive.com
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Portico:
Company InformationSolid Code
Kazakhstan
www.portico.run
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OnboardHive:
Alternatives |
Portico:
AlternativesNo Alternatives
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OnboardHive:
Categories |
Portico:
Categories |
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OnboardHive:
Integrations
Stripe
Not Supported
Zapier
Not Supported
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Portico: | |||||
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OnboardHive:
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Portico:
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