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onboard.io

Analytics & BIFreeonboard.io
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Overview

Onboard organizes and automates customer onboarding from handoff to launch with workflow templates, task management, automated notifications, milestone tracking, CRM integrations, role based access, and analytics to surface progress, bottlenecks and time to launch metrics.

How to use it

  1. Open onboard.io, sign in and state the question this run should answer
  2. Import or upload the material and data to be processed
  3. Set the screening criteria and output structure, then run
  4. Review each key conclusion by hand before using it for real decisions

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