OnboardHive

站点链接：https://onboardhive.com

站点标题：

收录时间：2026-08-05 12:02:01

访问次数：69次

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OnboardHive is client onboarding software for agencies, consultants and B2B service businesses. It gives every client one private magic link that does two jobs, replacing the five-tool stack most small agencies stitch together the moment a deal closes. Act one is the proposal. You publish versioned proposals (v1, v2, v3) to the client's link, and OnboardHive tracks what happens next: every open, active read-time measured in ten-second heartbeats while the tab is genuinely visible, and a re-open alert the moment a quiet client comes back. That return visit is the strongest buying signal in the pipeline, and most teams never see it. Clients accept or decline inside the link. No login, no account, no PDF lost in an emAIl thread. Then the link flips. The client says yes and the same URL becomes a branded onboarding portal. Nothing to resend, nothing to re-explain. Act two is onboarding, the part almost every tool leaves undone. E-signature with typed signature, timestamp and user-agent audit trail. Payment confirmation. Intake forms. Guided account-access steps. File uploads. Every section is tracked at section level: not seen, in progress, complete. Automatic reminders email stalled clients the exact items still pending, so nobody chases anyone by hand. Around that sit the things that make it a system rather than a form builder: an onboarding stall heatmap showing where clients get stuck across your whole book of business, two-tier engagement tracking across both phases, AI that drafts onboarding flows and writes a kickoff brief from the client's own intake answers, reusable templates, a team plan with approval gates and an activity log, white-label branding on a custom domain, your own email sender, and a public REST API. We built it because the software industry optimizes hard for the run-up to "yes" and goes silent the second yes arrives. That week after the win, when nothing visibly happens, is where agencies lose the confidence they spent months earning. OnboardHive owns that week.