Your branding
Simply upload a logo and choose a primary color, and we'll do the rest. Even the emails we send for you are branded.
Simple to start. Powerful enough for anything.
Onthen is effective because it's simple. But there's a whole range of powerful features to support you too.
Simple, one-page checklists for onboarding
We centralize your onboarding process into a beautiful, branded page that is simple, clear, and completely friction-free.
Syncs with HubSpot
We bridge the gap by syncing every onboarding action back to your CRM timeline and custom fields. Works with contacts, deals, and tickets.
- Manage onboarding with the App Card
- Adds events to your timeline
- Syncs uploaded files and photos
Take action with each task
Link tasks to actions in other apps. Combine built-in tasks with a growing library of third-party app actions.
Does all the chasing up for you
We'll send automatic nudges for overdue tasks and a helpful weekly summary to keep everyone focused on what's left to do.
Powerful, modern dashboard
Every plan gets access to flexible team-ready tools to manage onboarding.
- Saved views for frequently accessed lists.
- Change default columns, sort order, and filtering.
- Use bulk actions to update many rows at once.
Loved by 4,500+ happy users
Move from to-do to done
The perfect mix of onboarding features you've been looking for. No bloat, no complexity, just results.
Generate plans with built-in AI
Generate full checklists or add sections just by describing what you need.
Comment and collaborate
Answer questions directly on the task page. Keep communication centralized.
Participants can share
Allow participants to directly invite others to help them with their tasks.
Role assignment
Assign a role to a task, then add people into that role for quicker assignment.
Tasks can only be completed by those assigned.
Flexible due dates
Set relative due dates for each task, and we'll calculate the actual dates when you start a new plan.
Emails with your brand
The emails we send always have your logo and brand colors, putting your brand front and center.
No passwords for customers
Reduce friction for customers.
We use magic links sent by email, not passwords.
Collect feedback
Survey every participant after onboarding is completed.
Get feedback and act on it to improve.
Invite links
Use open invite links to allow people to start onboarding directly.
Add these links to your welcome emails or signup page.
Collect contact details
Choose the contact info you need and we'll make sure it's collected before the first task is completed.
Private tasks
Keep the details of tasks private so that only those people assigned can see them.