Client Onboarding, Simplified
OnboardFlow is the simplest way to create professional client onboarding experiences without the bloat. One tool that does one thing exceptionally well.
The Pain
- ✕
Complex tools with features you'll never use
- ✕
Disconnected systems that don't talk to each other
- ✕
Weeks spent setting up and customizing
- ✕
Clients getting lost in your process
Our Solution
- ✓
Focused tool that does one thing exceptionally well
- ✓
Seamless integration with your existing tools
- ✓
Set up in minutes, not weeks
- ✓
Clear, guided experience for your clients
Product Screenshot
One Tool, All You Need
We focus on doing one thing exceptionally well: streamlining your client onboarding process from start to finish.
Smart Forms
Create custom forms with text fields, checkboxes, file uploads, and more to collect all the information you need from clients.
Automatic File Organization
Push files directly to Google Drive or Dropbox with automatic folder creation based on your template structure.
Progress Tracking
Monitor client progress through your onboarding funnel and receive notifications when steps are completed.
Contract Management
Create, send, and track contracts with built-in e-signatures - no third-party tools required.
Embed Anything
Easily embed videos, calendars, scheduling tools, and more directly into your onboarding flow.
Automated Emails
Send automatic emails at any point in your funnel to keep clients informed and engaged.
CRM Integration
Sync client data with your existing CRM to maintain a single source of truth for your client relationships.
Custom Branding
Match your onboarding experience to your brand with customizable colors, logos, and styling.
Simple Setup, Powerful Results
Get your client onboarding process up and running in just three simple steps.
Design Your Funnel
Create your custom onboarding flow with our drag-and-drop builder. Add forms, contracts, and embed content in minutes.
Connect Your Tools
Integrate with your existing tools like Google Drive, Dropbox, your CRM, and email provider with just a few clicks.
Share With Clients
Send a branded link to your clients and watch as they move through your professional onboarding experience.
Most agencies are up and running in less than 30 minutes.
Start your setupTrusted by Agencies
See how agencies like yours are streamlining their client onboarding.
We cut our onboarding time in half and our clients love the professional experience. It's simple but powerful.
Sarah Johnson
Director, Design Studio
The automatic file organization alone saved us hours every week. This is the tool we've been waiting for.
Michael Chen
Founder, Digital Agency
Finally, a tool that does exactly what we need without all the extra features we'd never use. Simple and effective.
Emma Rodriguez
Operations Manager, Marketing Firm
Simple, Transparent Pricing
No hidden fees or complicated tiers. Just straightforward pricing that scales with your agency.
Starter
Perfect for new agencies or solo consultants
- Up to 20 active clients
- All core features included
- Google Drive & Dropbox integration
- Basic CRM integrations
- Email support
Agency
For established agencies with growing client bases
- Unlimited active clients
- All core features included
- All integrations
- Advanced analytics
- Priority support
- Team collaboration tools
All plans include a 14-day free trial. No credit card required.
View full pricing detailsReady to streamline your client onboarding?
Join agencies who are saving hours every week with a simple, focused onboarding solution.