Modern customer onboarding solution, for the best price

Designed for every stage of your customer journey.

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Essential

For teams seeking efficient customer onboarding without the need to integrate with other services

Unlimited onboarding projects and customization features

Customer Facing Portal

Unlimited customers

Unlimited communication features

Unlimited documents

Compare plans & features

Projects and tasks	Essential	Business	Enterprise
Branded customer portal
Linear project view for customer
Project and form templates
Custom forms
Quick actions: Meeting, Action Button
Customer engagement insights
Customer login via magic link
Internal tasks and task properties
Time tracking
Task dependencies and checklists
Documents and shared Knowledge Base
Automations via Zapier and Make.com (no runs limit)
Embedded Customer Portal

Communication	Essential	Business	Enterprise
Project and task chats
Internal messages
Actionable and personalized emails for notifications and reminders

Customization	Essential	Business	Enterprise
Customizable project views
Advanced custom fields for tasks
Customizable dashboard
Custom domain for Customer Facing Portal
Custom email domain

Integrations	Essential	Business	Enterprise
Open API + Webhooks (Zapier, Make.com). No rate limit
HubSpot integration
Slack integration

Security	Essential	Business	Enterprise
Private and restricted projects
Personal views
Single Sign-On

Powerful and flexible workspace to accelerate customer onboarding projects and build lasting collaboration throughout the customer lifecycle.