Customer onboarding platforms
Customer-facing spaces and portals built around a shared onboarding plan.
Valuecase
A shared workspace where teams and customers manage onboarding plans, collect information, share resources, automate follow-ups and track progress.
Dock
A US-based sales enablement and digital sales room platform that is also used for post-sale customer onboarding.
Arrows
A digital sales room and customer onboarding-plan platform – now pivoting to an entirely new product.
Frequently asked questions
What is a customer onboarding platform?
A customer onboarding platform gives each new customer a shared, customer-facing space — a plan, tasks, intake forms and resources in one place — so the vendor's team and the customer work from the same source through go-live.
How is an onboarding platform different from a project management tool?
An onboarding platform is customer-facing first: the space is where the customer follows along. A PSA or project tool is delivery-team-facing first, optimising how your team staffs and tracks the work, with the customer view secondary.