Spreadsheets
- You have to update them
- Only useful for tracking
- A lot of manual work
Simple, one-page customer onboarding
Onthen centralizes your customer onboarding into one branded, frictionless task page. No more email chains, no more chasing up.
Your branding
Syncs with HubSpot
Chases up for you
How are you onboarding right now?
Docs or PDFs
- Customers don't read them
- You can't track progress
Productivity apps
- Learning curve for customers
- Their brand, not yours
Forms
- Only for data collection
- Doesn't chase up
- Customers can't ask questions
Onthen is one link. One page. Every onboarding task.
Automate customer onboarding, without losing the personal touch
Your brand (even the emails)
Instantly know what's been done
Shows customers what to do
Chases up while you sleep
Everything lives in one place
Easy to use for customers
There are no passwords, the UI is clean and simple, it's easy to ask questions, and they can invite others to help. We're obsessed with useability.
Why choose Onthen?
HubSpot ready
- Start new customer onboarding plans inside HubSpot
- Adds events to the timeline
- Updates custom fields
- Attaches photos and documents
Don't use HubSpot? No problem, it works great without it too.
White label (including emails)
Every interaction, from invite through to the task page, showcases your brand.
Does the chasing up
Never send a "checking in" email again.
We'll make sure tasks always get done, on time.
Helps you improve
We'll ask each customer to rate their onboarding experience.
- Helps you to constantly improve your processes
- Make sure your team are delivering exceptional service
Handles complex onboarding too
With advanced features like calculated due dates, sequential tasks, internal team tasks, a powerful dashboard, and more.
What actions can you get done?
Docusign / Sign template
Calendly / Book meeting
Replace other apps
Embedded integrations
Carefully guides the customer
Here's how it works
Three simple steps to perfect customer onboarding
Define your onboarding
- Start with a template or
- Describe it and we'll generate it for you (only takes a minute) or
- Build it in the editor
Send a plan
Only needs an email address. Or add an open invite link to your existing welcome emails.
Customers complete tasks
- Email reminders keep things moving
- Ask questions or clarify with comments
- Summary page shows everything you need to know
It only takes 5 minutes to be up and running
We'll even set up your branding and generate your onboarding template for you. Just tell us the basics and we'll do the rest.
Your branding
Syncs with HubSpot
Chases up for you
Loved by 4,500+ happy users
We're ready to help you
Got a question? Real people are ready and waiting to answer it. No bots, no ticket queues, just genuine help and advice from the team behind Onthen.
Frequently asked questions
Can it handle our customer onboarding process?
Onthen looks simple (it is), but we also have advanced features that can help you run even the most complex onboarding scenarios.
- Tight integration with HubSpot.
- Advanced due date calculations and control over the order that your onboarding plans are completed.
- A fully customizable dashboard including saved views.
- Many other great features.
What's different from a regular todo-list app?
A traditional todo-list is built for one person or a team of people within an organization to work on together.
Onthen plans are built specifically to be sent to outside people. With every Onthen plan, there are team/internal users, and the customer that the plan has been sent to.
Our plans are meant to be driven by the customer directly, with the team overseeing them. We provide all the tools to make this as smooth as possible.
How is this different to project management apps?
There are similarities but it's the small details that make Onthen the perfect fit for customer onboarding:
- Onthen plans are structured around two-sided collaboration, between participants on one side and the team on the other.
- Onthen tasks can have embedded actions (upload docs, fill forms, etc) that must be completed to move forward.
- Fully branded (white-labelled) so that participants experience your brand right from the outset.
- We reduce friction so that participants don't need to download, learn, or use another app.
How much does it cost?
It's free to try Onthen, and free to use with all features available. There are usage limits on our free plan though.
When you're ready to send more plans than the free plan allows, our paid plan is $19 per user, per month.
A user is a team member who will send and directly manage onboarding plans. There is no charge for sending plans to each customer, and 'viewer' users (team members who can only view plans) are free too.
How does the HubSpot integration work?
Our HubSpot integration allows you to create new onboarding plans from HubSpot, and syncs details of plans with objects in the CRM:
- Adds an App Card to records to allow users to create a new onboarding plan or view all plans for a contact directly from HubSpot.
- Events are added to the timeline when the plan starts, when tasks are completed, and when the status of the plan changes.
- Copies comments made against tasks over to the HubSpot record.
- Syncs form task fields to properties in the HubSpot record.
- Uploads photos or documents to the HubSpot record.
What support will I get?
We don't believe in using automated bots or ticket queues, we provide fast, human, and friendly support by email.
Try us now, let us know how we can help you.
Is this easy for our customers to use?
We spend a lot of time testing and refining our UX to make sure that anyone can use your plans.
Because if customers find them hard to use, they'll just not use them!
We do this by making plans super easy to access, making checklists as simple and user-friendly as possible, and always making it clear what the next action should be.
Who can I onboard?
We call anyone outside your team a 'participant'. A participant can be anyone you need to bring into your business or team, i.e. a customer, new employee, partner, or anyone else.
But there's nothing to stop you using Onthen to onboard existing people into new products or processes too. If you already use spreadsheets or forms for this, Onthen will give you better visibility and accountability.
One link. One page. Every onboarding task.
Onboard anyone with a unique link to a branded task page. They complete their tasks, you get everything you need. No passwords, no friction, just results.
Loved by 4,500+ happy users