Client Onboarding Software That Actually Gets Used
Automate your onboarding workflow with task checklists, a client portal, document collection, and progress tracking. Built for agencies and service businesses.
No credit card required · Free for up to 5 clients
Trusted by agencies and service teams
Everything You Need to Onboard Clients
Replace spreadsheets, scattered emails, and forgotten follow-ups with one streamlined system.
Workflow Builder
Create reusable onboarding templates with ordered steps, due dates, and assignees. Clone and customize for each new client.
Task Checklists
Break onboarding into clear tasks. Assign to your team or the client. Track completion in real time.
Client Portal
Give clients a branded portal to complete their tasks, upload documents, and see their progress — no login required.
Progress Tracking
Dashboard with real-time progress bars, overdue alerts, and completion stats across all active onboardings.
Document Collection
Request files from clients with structured document checklists. Track what is uploaded and what is still pending.
Notifications
Email reminders for overdue tasks, new assignments, and completed milestones. Keep everyone on track.
How It Works
Get your first client onboarded in under 10 minutes.
Create a Workflow
Define your onboarding steps: tasks, document requests, due dates, and who is responsible.
Add a Client
Enter client details and kick off their onboarding. They get a unique portal link.
Track & Complete
Monitor progress in your dashboard. Clients complete their tasks in the portal. Everyone stays aligned.
How We Compare
Feature-rich onboarding at a fraction of the cost.
| Tool | Price | Workflows | Client Portal | Doc Collection | Task Mgmt | API |
|---|---|---|---|---|---|---|
| OnboardFlow | Free / $29 | ✓ | ✓ | ✓ | ✓ | ✓ |
| GUIDEcx | $143+/mo | ✓ | ✓ | ✓ | ✓ | ✓ |
| Process Street | $100+/mo | ✓ | ✗ | ✓ | ✓ | ✓ |
| Tallyfy | $75+/mo | ✓ | ✗ | ✗ | ✓ | ✗ |
| Spreadsheets | Free | ✗ | ✗ | ✗ | ✗ | ✗ |
Simple, Transparent Pricing
Start free. Upgrade when you grow.
Free
For freelancers getting started
- ✓ Up to 5 clients
- ✓ 1 workflow template
- ✓ Client portal
- ✓ Task checklists
- ✓ Email support
Pro
For growing agencies
- ✓ Unlimited clients
- ✓ Unlimited workflows
- ✓ Document collection
- ✓ Progress dashboard
- ✓ Priority support
- ✓ Custom branding
Team
For teams and enterprises
- ✓ Everything in Pro
- ✓ Unlimited team members
- ✓ API access
- ✓ Webhook integrations
- ✓ Dedicated support
- ✓ SSO (coming soon)
Ready to Streamline Your Client Onboarding?
Join hundreds of agencies using OnboardFlow to onboard clients faster and more consistently.
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