What is Onboardhive used for?

Onboardhive is a proposal and client onboarding tool for agencies that tracks proposal opens and read time, then onboards clients through one magic link for signing, payment and intake. It is a good fit for agencies tracking whether a proposal was read and onboarding new clients without email back-and-forth.

How much does Onboardhive cost?

Paid plans for Onboardhive start at $19 per month, and there is no free plan. A free trial is available.

Is Onboardhive open source?

No. Onboardhive is proprietary (closed-source) software and can't be self-hosted. In the CRM category, open-source options include Twenty, Krayin CRM and SuiteCRM.

What are some alternatives to Onboardhive?

Onboardhive competes with Qwilr, Proposify and PandaDoc.

Onboardhive: features, pricing and alternatives

About Onboardhive

OnboardHive handles the stretch from proposal to onboarded client. You send a proposal through a private magic link and see every open, the active read time and each re-open as it happens, so you can follow up at the right moment, and the same link then walks the client through signing, paying, filling in intake and uploading files, with no logins for them.

A live stall radar flags the step where a client has stalled, and AI converts the intake answers into a kickoff brief in one click. Portals carry your name and colors, and confidential material can be locked behind a password. The site lists integrations with Google Drive, Notion, Slack and Dodo Payments. A 14-day trial is offered, starting when you send your first proposal, with plans from $19 a month.

Key features

Proposal open and read-time tracking
One magic link from proposal to onboarding
Sign, pay, intake and upload steps
Stall radar for stuck clients
AI kickoff brief from intake answers
Branded client portal with password lock

Good fit for

Agencies tracking whether a proposal was read
Onboarding new clients without email back-and-forth

Tags: proposals; client-onboarding; agencies; tracking; client-portal; e-signature; crm

Onboardhive: questions and answers

What is Onboardhive used for?: Onboardhive is a proposal and client onboarding tool for agencies that tracks proposal opens and read time, then onboards clients through one magic link for signing, payment and intake. It is a good fit for agencies tracking whether a proposal was read and onboarding new clients without email back-and-forth.
How much does Onboardhive cost?: Paid plans for Onboardhive start at $19 per month, and there is no free plan. A free trial is available.
Is Onboardhive open source?: No. Onboardhive is proprietary (closed-source) software and can't be self-hosted. In the CRM category, open-source options include Twenty, Krayin CRM and SuiteCRM.
What are some alternatives to Onboardhive?: Onboardhive competes with Qwilr, Proposify and PandaDoc.