Question 1

What is Onboard and how does it work?

Accepted Answer

Onboard is a customer onboarding platform that automates workflows for new customers from day one, without needing custom builds or separate portals. It creates customized onboarding projects when deals close in your CRM, provides customers with a branded portal via magic link for tasks, timelines, progress tracking, collaboration, file uploads, and team invites. You get portfolio and project dashboards to monitor project status, risks, team capacity, time-to-launch, and bottlenecks.

Question 2

How much does Onboard cost?

Accepted Answer

Onboard utilizes a no-subscription model, charging a flat $3 fee per virtual dollar card issuance alongside 0.5% to 2.5% transaction fees for top-ups, exchanges, and international usage. For more details, visit Onboard.

Question 3

What countries does Onboard operate in?

Accepted Answer

While headquartered in Nigeria and initially tailored heavily for West and East African markets (like Nigeria, Kenya, and Uganda), the app allows global remote workers, creators, and expats to set up virtual USD, EUR, and GBP international accounts from anywhere in the world.

Question 4

How do I sign up for Onboard?

Accepted Answer

To sign up for Onboard, you need to download the mobile app from the Google Play Store or Apple App Store and complete the registration using your email address.

Question 5

Does Onboard have a mobile app?

Accepted Answer

Yes, Onboard is available on iOS and Android. You can download Onboard on the App Store for iPhone, or get it on Google Play for Android.

Question 6

Who is Onboard best suited for?

Accepted Answer

Onboard is best suited for teams handling customer onboarding, especially those using Salesforce or HubSpot CRMs. It fits sales, customer success, and operations teams aiming to streamline post-sale processes and launch customers faster.

Question 7

How do I contact Onboard support?

Accepted Answer

You can contact Onboard support by emailing them directly at support@onboard.xyz or by using the support features available within their mobile app.

Question 8

Does Onboard have a plan for teams or businesses?

Accepted Answer

Yes, Onboard Business offers a dedicated plan for teams and enterprises that includes multi-currency accounts, real-time payouts, corporate cards, and API access.

Question 9

Does Onboard offer an API or integrations?

Accepted Answer

Yes, Onboard integrates with Salesforce and HubSpot CRMs to automatically create onboarding projects from closed deals using customer data.

Question 10

What popular product is Onboard an African alternative to?

Accepted Answer

Onboard is an African-built alternative to Wise.

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