OnboardOnboard.io
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TaskRayBracket Labs
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Related Products
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About
Organize, automate & manage customer onboarding from handoff to launch. Finally, software made specifically for customer implementation teams. Customer onboarding isn't meant to be one-size-fits-all. Every customer is unique, it's time to say goodbye to your inflexible templates. Onboard’s software uses variable customer requirements to create dynamic launch plans (aka Maps), saving endless time & energy and providing a truly customized onboarding experience. Stakeholders, both from your team (internal), and your customers' team (external) work off the same dynamic launch plans: providing end-to-end visibility, accountability and keeping everyone on the same page. Never again ask your team, "Where is this customer in the onboarding process?" Much of the onboarding process is repetitive, enable your team to launch more clients faster, with less effort. Provide consistent, reliable service & maximize customer ROI by reducing time-to-value.
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About
Your Ticket to First Class Customer Onboarding. There’s a reason we're the best Salesforce-native app for customer onboarding. Our TaskRay in 60 seconds video covers the 4 critical steps and best practices for onboarding, just a few of the things that set us apart. TaskRay is the Leader in Customer Onboarding in Salesforce. TaskRay, an innovative customer onboarding and project management solution, helps companies manage their onboarding and implementation processes, drive greater efficiencies, and create unmatched customer experiences—all within Salesforce.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Anyone in need of a Customer Onboarding solution
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Audience |
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Not Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$99 per month
Free Version
Not Supported
Free Trial
Supported
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Pricing
$19.00/month/user
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Not Supported
Webinars
Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationOnboard.io
Founded: 2020
United States
onboard.io
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Company InformationBracket Labs
taskray.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Project Management Features
Agile Methodologies
Supported
Budget Management
Not Supported
Client Portal
Supported
Collaboration Tools
Not Supported
Cost-to-Completion Tracking
Supported
Customizable Templates
Supported
Gantt Charts
Supported
Idea Management
Supported
Kanban Board
Supported
Milestone Tracking
Supported
Portfolio Management
Not Supported
Resource Management
Not Supported
Time & Expense Tracking
Supported
Traditional Methodologies
Supported
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Integrations
Axis LMS
Supported
Salesforce
Not Supported
Workato
Not Supported
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