TaskRayBracket Labs
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Related Products
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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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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.
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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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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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Audience
OnboardHive gives every client one private magic link: a tracked proposal that shows opens
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Audience |
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Not Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Not Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and VideosNo images available
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Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
$19.00/month/user
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Not Supported
Webinars
Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationOnboardHive
Founded: 2026
India
onboardhive.com
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Company InformationBracket Labs
taskray.com
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Alternatives |
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Categories |
Categories |
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Project Management Features
Agile Methodologies
Supported
Budget Management
Not Supported
Client Portal
Supported
Collaboration Tools
Not Supported
Cost-to-Completion Tracking
Supported
Customizable Templates
Supported
Gantt Charts
Supported
Idea Management
Supported
Kanban Board
Supported
Milestone Tracking
Supported
Portfolio Management
Not Supported
Resource Management
Not Supported
Time & Expense Tracking
Supported
Traditional Methodologies
Supported
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Integrations
Salesforce
Not Supported
Workato
Not Supported
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