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Screenshots

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Details

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OnboardHive Main Features

• Easy Setup
  Create your first client link quickly and start tracking proposals and onboarding in minutes.
• AI Assistance
  AI turns intake answers into ready-to-use kickoff briefs, saving time and reducing manual work.
• Single Magic Link
  One link takes clients from proposal to fully onboarded, including signing, paying, and uploading files, without login or email chasing.
• Proposal Follow-Up
  You receive alerts when clients open and re-open proposals, helping you know when they are interested.
• Branded Client Portal
  Your branding, colors, and logo appear on the onboarding pages for a professional look.
• Unlimited Onboardings
  Plans allow unlimited onboarding processes that are still tracked and limited only by completed onboardings.
• Easy Client Onboarding
  Clients sign, pay, fill forms, and upload in their own time using just one link.
• No Client Logins Needed
  Clients don't need to create accounts—just open a secure, private link to start onboarding.
• Flexible File Management
  Store client files your way with your Google Drive or encrypted storage that you can export or delete anytime.
• Unified Client Experience
  One URL handles the entire process: signing, paying, intake, and asset upload.
• Automatic Stalls Detection
  A live dashboard shows where a client is stuck, so you can follow up at the right time.
• Real-Time Progress Tracking
  You can see when your client opens emails, reads, and reopens the proposal or onboarding page.
• Confidential Document Storage
  Clients upload files to your own Google Drive or a secure storage, and Documents are not stored on OnboardHive servers.

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OnboardHive Alternatives

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Technologies Used

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