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Modern customer onboarding solution, for the best price

Designed for every stage of your customer journey.
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Essential
$15
-25%
per member/month, billed annually
For teams seeking efficient  an  efficient customer onboarding and collaboration solution without needing integrations or post-onboarding collaboration.
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Unlimited onboarding projects and customization features
Customer Facing Portal
Unlimited customer users
Unlimited communication features
Unlimited documents
For Ukrainian founders
Free for companies with Ukrainian founders
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Most popular plan
Unlimited
$33
-25%
per member/month, billed annually
For teams seeking full Scope features, including CRM & other integrations, and customer collaboration at every stage of the journey.
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Everything in Essential and...
Open API, Webhooks and 3rd-party integrations (CRM, CSM, Slack, Jira, etc)
Private and restricted projects
Custom domain and email address
For Ukrainian founders
$15/member for companies with Ukrainian founders
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Enterprise
$65
-%
per member/month, billed annually
For large organizations that require advanced security features.
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Everything in Essential and Unlimited, plus…
Single Sign-On (SSO)
Embedded Customer Portal
For Ukrainian founders
50% discount for companies with Ukrainian founders
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Compare plans & features

Licences
EssentialUnlimitedEnterprise
User Licencesminimum of 3minimum of 3minimum of 10
Customer User LicencesFreeFreeFree
Projects and tasks
EssentialUnlimitedEnterprise
Branded customer portal
Linear project view for customer
Customer approvals  
Soon
File requests  
Soon
maximum 500Mbmaximum 4Gbmaximum 4Gb
Templates for projects , tasks, checklists and documents
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
EssentialUnlimitedEnterprise
Project and task chats
Direct chats
Internal messages
Actionable and personalized emails for
notifications and reminders
Customization
EssentialUnlimitedEnterprise
Customizable project views
Advanced custom fields for tasks
Customizable dashboard  
Soon
Custom domain and email address
Customizable forms  
Soon
Integrations
EssentialUnlimitedEnterprise
Open API + Webhooks (Zapier, Make.com).
No rate limit
Native integration with SalesForce and HubSpot  
Soon
Jira integration  
Soon
Slack integration  
Soon
Zendesk integration  
Soon
Security
EssentialUnlimitedEnterprise
Private and restricted projects
Personal views
Two-Factor Authentication for Customer Portal login  
Soon
Single Sign-On

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

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