" At onboard,
we know that your business is unique.
Our goal is to
make you stand out
and drive you to success. "
Why choose us ?
Let's make your business easier
Get that client
Stand out and onboard your client
with a personal touch.
Thanks to our unique Task Builder, make a strong business proposal with a step by step roadmap.
Our templates will help your clients get a thorough, thoughtful experience that will leave them feeling valued, making you stand out from the competition.
What we offer
the all-in-one solution for efficient freelancers
A one-stop platform that simplifies your workflow
CRM Dashboard
Take a broad overview of your sales funnel with our CRM Dashboard.
Track record of every activity you have with a lead, a prospect, or a customer.
Online Secured Payments
Enjoy several payment methods : Credit Card, Paypal, Down Payment, Milestone Payment.
Automated Reports
Save your time by setting and sending automated reports for specific milestones of your project.
Automated Emails & Reminders
Send automated emails to simplify your communication with your clients on specific tasks.
Send automated reminders for you and your clients when needed.
Automated Contracts & Legal Documents
Generate every legal documents you need within a few clics : Proposal, Quote, Contractor Agreement, Non-Disclosure Agreement, Invoice.
Task Builder
Build the perfect roadmap with our templates.
Guide your client through each step and simplify your collaboration with them.
Live Chat & Automated Emails
Use the live chat to communicate smoothly and have a better view on your conversation history.
Connectivity/Integration
Work with the tools you already use, such as the Google Suite, the Microsoft Suite, Zoom, Calendly, or Miro.
