OnboardHive

OnboardHive is a no-code CRM built for agencies and consultants to streamline client onboarding and proposal tracking. The platform tracks proposal opens, read-time, and re-opens via a single shareable link, converting it into a branded onboarding portal upon client acceptance. Features include e-signature collection, custom intake forms, file uploads, and real-time progress tracking. AI-powered tools generate onboarding flows, draft kickoff briefs, and analyze client data to improve conversion rates. Native integrations with Google Drive and Notion eliminate manual data entry, while the freemium model provides full functionality without upfront costs.