Modern customer onboarding solution, for the best price
Designed for every stage of your customer journey.Still have questions about pricing?
Contact usEssential
For teams seeking efficient an efficient customer onboarding and collaboration solution without needing integrations or post-onboarding collaboration.
Unlimited onboarding projects and customization features
Customer Facing Portal
Unlimited customer users
Unlimited communication features
Unlimited documents
Most popular plan
Unlimited
For teams seeking full Scope features, including CRM & other integrations, and customer collaboration at every stage of the journey.
Everything in Essential and...
Open API, Webhooks and 3rd-party integrations (CRM, Slack, Jira, etc)
Private and restricted projects
Custom domain and email address
Enterprise
For large organizations that require advanced security features.
Everything in Essential and Unlimited, plus…
Single Sign-On (SSO)
Embedded Customer Portal
Compare plans & features
Projects and tasks | Essential | Unlimited | Enterprise |
---|---|---|---|
Branded customer portal | |||
Linear project view for customer | |||
Templates for projects | |||
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 | Unlimited | Enterprise |
---|---|---|---|
Project and task chats | |||
Direct chats | |||
Internal messages | |||
Actionable and personalized emails for notifications and reminders |
Customization | Essential | Unlimited | Enterprise |
---|---|---|---|
Customizable project views | |||
Advanced custom fields for tasks | |||
Customizable dashboard | |||
Custom domain and email address |
Integrations | Essential | Unlimited | Enterprise |
---|---|---|---|
Open API + Webhooks (Zapier, Make.com). No rate limit | |||
Native integration with HubSpot | |||
Slack integration |
Security | Essential | Unlimited | Enterprise |
---|---|---|---|
Private and restricted projects | |||
Personal views | |||
Single Sign-On |
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Powerful and flexible workspace to accelerate customer onboarding projects and build lasting collaboration throughout the customer lifecycle.