Spreadsheets
- You have to update them
- Only useful for tracking
- A lot of manual work
Simple, one-page customer onboarding software
Onthen centralizes your customer onboarding into one branded, frictionless digital sales room. No more email chains, no chasing.
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
A digital sales room for every deal
Chases up while you sleep
Everything lives in one place
Ever feel like you're tech support?
Switch to friction-free customer onboarding software
Secure link, no passwords
Accessing a plan (or getting back into it) is as simple as following a link. We're obsessed with useability.
Comment & collaborate
Customers can ask questions right from within a task. They can also invite others in to help them, without bothering you.
Why choose Onthen?
HubSpot ready
- Start new customer onboarding plans inside HubSpot
- Adds events to the timeline
- Updates custom fields
- Attaches photos and documents
If you 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.
The digital sales room
Keep all decision makers aligned in a single online sales room, eliminating the friction of back and forth emails.
- A polished, personalized micro site for every deal
- Use digital sales rooms to close deals faster
Handles complex onboarding too
Calculated due dates
Set due dates calculated on the fly from the start date, a target date, or based off when other tasks are completed.
Role-based assignment
Assign people and tasks into roles. Makes it easy to coordinate multiple teams on a single plan.
Here's how it works
Three simple steps to perfect customer onboarding
Define your onboarding
Build it in our customer onboarding software editor
Send a plan
Only needs an email address. Or add an open invite link to your existing welcome emails.
Customers complete tasks
- Onthen becomes your digital sales room
- Email reminders keep things moving
- Ask questions or clarify with comments
It only takes 5 minutes to be up and running
We'll even set up your branding 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 like simple customer onboarding software (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 customer onboarding software:
- 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.
Using our digital sales room
Onthen is a type of digital sales room, where you can bring everyone involved in a deal together to get things done and share resources.
You'll be able to keep deals on track, and your customers and clients will always be able to find what they need in one central place.
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.
Customer onboarding software and digital sales room. Customers complete tasks, you get everything you need. No passwords, no friction, just results.
Loved by 4,500+ happy users