Send a link.
Customers happily onboard themselves.

Create and send one-page onboarding plans driven by customers, so you can leave onboarding to run itself.

Syncs with HubSpot
Your brand
Chases up for you

How are you onboarding right now?

Spreadsheets

  • You have to update them
  • Only useful for tracking
  • A lot of manual work

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 the right way to onboard customers

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 — high adoption

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.

HubSpot ready

  • Start new 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?

Ask customers to take actions such as signing docs, filling forms, booking meetings, and more...

Complete form Upload documents Take photos Open URL Sumsub Sumsub / Verify ID Docusign Docusign / Sign template Calendly Calendly / Book meeting HubSpot HubSpot / Schedule meeting
Replace other apps
Embedded integrations
Carefully guides the customer

Here's how it works

Three simple steps to perfect onboarding

Step 1

Define your onboarding

  • Start with a template
  • Describe it and we'll generate it for you (only takes a minute)
  • Build it in the editor
Step 2

Send a plan

Only needs an email address. Or add an open invite link to your existing welcome emails.

Step 3

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 can 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
Say what your business does, and who you want to onboard. We'll use this to add your logo and brand colours to your checklist.

No email needed • Preview your checklist immediately

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

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 checklists are built specifically to be sent to outside people. With every Onthen checklist, there are team/internal users, and the customer that the checklist has been sent to.

Our checklists 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 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 checklists 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 checklists. There is no charge for sending plans to each customer, and 'viewer' users (team members who can only view checklists) are free too.

How does the HubSpot integration work?

Our HubSpot integration allows you to create new checklists from HubSpot, and syncs details of checklists with objects in the CRM:

  • Adds an App Card to records to allow users to create a new checklist or view all checklists for a contact directly from HubSpot.
  • Events are added to the timeline when the checklist starts, when tasks are completed, and when the status of the checklist 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 checklists.

Because if customers find them hard to use, they'll just not use them!

We do this by making checklists super easy to access, making checklists as simple and user-friendly as possible, and always making it clear what the next action should be.